Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.

13F holders, Q3 2025

Institutional positions in Carrier Global Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,491; −69 vs. Q2 2025
Shares held: 709.5M; −5.20M (−0.7%) vs. Q2 2025
Total value: $42.3B; −$9.82B (−18.8%) vs. Q2 2025
New holders: 108; 487 more added
Sold out: 177; 580 more reduced

27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2025: 1,491 institutions

Value heldQ3 2025: $42.3B

Institutions holding CARR and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,654	$53.1B
Q1 2026	1,502	$40.4B
Q4 2025	1,511	$37.1B
Q3 2025	1,491	$42.3B
Q2 2025	1,587	$52.7B
Q1 2025	1,525	$45.6B
Q4 2024	1,560	$50.2B
Q3 2024	1,553	$60.3B
Q2 2024	1,453	$47.6B
Q1 2024	1,414	$44.0B
Q4 2023	1,398	$43.6B
Q3 2023	1,316	$42.9B
Q2 2023	1,261	$38.3B
Q1 2023	1,240	$33.5B
Q4 2022	1,219	$29.6B
Q3 2022	1,154	$25.6B
Q2 2022	1,174	$25.8B
Q1 2022	1,264	$33.9B
Q4 2021	1,347	$39.9B
Q3 2021	1,274	$38.4B
Q2 2021	1,249	$35.7B
Q1 2021	1,220	$31.1B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2025.

Institutions holding CARR in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Raleigh Capital Management Inc.	0	$9	0.00%	−316−100.0%	Reduced
Davis Capital Management	2	$119	0.00%	+2	New
DecisionPoint Financial, LLC	4	$238	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	5	$299	0.00%	+5	New
E Fund Management (Hong Kong) Co., Ltd.	5	$299	0.00%	+5	New
Stone House Investment Management, LLC	6	$358	0.00%	+6	New
Avalon Trust Co	6	$359	0.00%	+6	New
Winnow Wealth LLC	6	$360	0.00%	−356−98.3%	Reduced
Albion Financial Group	7	$418	0.00%	00.0%	Unchanged
North Ridge Wealth Advisors, Inc.	10	$597	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	11	$657	0.00%	−8−42.1%	Reduced
HFM Investment Advisors, LLC	12	$716	0.00%	−7−36.8%	Reduced
Texas Capital Bancshares Inc	12	$716	0.00%	+12	New
Catherine Avery Investment Management LLC	13	$776	0.00%	00.0%	Unchanged
Binnacle Investments Inc	14	$836	0.00%	+14	New
Essential Partners LLC	14	$841	0.00%	−378−96.4%	Reduced
Rakuten Securities, Inc.	15	$896	0.00%	−14−48.3%	Reduced
Fairman Group, LLC	17	$1.01K	0.00%	00.0%	Unchanged
Wealth Watch Advisors, INC	17	$1.01K	0.00%	+17	New
HighMark Wealth Management LLC	20	$1.19K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	20	$1.19K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	24	$1.43K	0.00%	00.0%	Unchanged
Minot DeBlois Advisors LLC	25	$1.49K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	26	$1.55K	0.00%	−11−29.7%	Reduced
Trifecta Capital Advisors, LLC	31	$1.85K	0.00%	00.0%	Unchanged
Navigoe, LLC	50	$2.00K	0.00%	00.0%	Unchanged
Park Place Capital Corp	34	$2.03K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	36	$2.15K	0.00%	−450−92.6%	Reduced
Dogwood Wealth Management LLC	37	$2.21K	0.00%	−63−63.0%	Reduced
Principia Wealth Advisory, LLC	39	$2.33K	0.00%	+7+21.9%	Added
Bay Harbor Wealth Management, LLC	41	$2.45K	0.00%	+9+28.1%	Added
Aspect Partners, LLC	41	$2.45K	0.00%	00.0%	Unchanged
Asset Planning,Inc	41	$2.45K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	42	$2.51K	0.00%	00.0%	Unchanged
Tidemark, LLC	42	$2.52K	0.00%	00.0%	Unchanged
Battery Global Advisors, LLC	44	$2.63K	0.00%	00.0%	Unchanged
Sachetta, LLC	46	$2.75K	0.00%	−82−64.1%	Reduced
Old Point Trust & Financial Services N A	47	$2.81K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	47	$2.81K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$2.98K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	51	$3.04K	0.04%	+51	New
Kilter Group LLC	52	$3.10K	0.00%	−10−16.1%	Reduced
PFS Partners, LLC	53	$3.16K	0.00%	00.0%	Unchanged
Redwood Park Advisors LLC	53	$3.17K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	54	$3.25K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	57	$3.38K	0.00%	+1+1.8%	Added
True Wealth Design, LLC	59	$3.50K	0.00%	−7−10.6%	Reduced
Bogart Wealth, LLC	60	$3.58K	0.00%	+9+17.6%	Added
Hughes Financial Services, LLC	66	$3.78K	0.00%	+4+6.5%	Added
J.Safra Asset Management Corp	65	$3.88K	0.00%	+65	New
Retirement Wealth Solutions LLC	65	$3.88K	0.00%	+65	New
Cloud Capital Management, LLC	68	$4.00K	0.00%	+68	New
Marquette Asset Management, LLC	72	$4.30K	0.00%	+72	New
Cranbrook Wealth Management, LLC	75	$4.48K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$4.54K	0.00%	00.0%	Unchanged
GGM Financials LLC	77	$4.59K	0.00%	+77	New
Inlight Wealth Management, LLC	81	$4.84K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	84	$5.00K	0.00%	+1+1.2%	Added
Quest 10 Wealth Builders, Inc.	87	$5.19K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$5.37K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	90	$5.43K	0.00%	00.0%	Unchanged
Alerus Financial NA	99	$5.91K	0.00%	+99	New
Sofos Investments, Inc.	101	$6.03K	0.00%	+101	New
Thurston, Springer, Miller, Herd & Titak, Inc.	102	$6.09K	0.01%	−1,800−94.6%	Reduced
Transamerica Financial Advisors, Inc.	105	$6.22K	0.00%	+105	New
Comprehensive Financial Planning, Inc.	110	$6.57K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	111	$6.63K	0.00%	−3−2.6%	Reduced
Glass Jacobson Investment Advisors llc	112	$6.70K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	120	$6.80K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	132	$7.01K	0.00%	+132	New
Syntax Research, Inc.	118	$7.04K	0.00%	00.0%	Unchanged
Riverview Trust Co	120	$7.16K	0.01%	00.0%	Unchanged
Horizon Financial Services, LLC	121	$7.22K	0.00%	+75+163.0%	Added
Scarborough Advisors, LLC	122	$7.28K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	122	$7.28K	0.00%	+122	New
Graney & King, LLC	125	$7.45K	0.01%	+1+0.8%	Added
IMG Wealth Management, Inc.	127	$7.58K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	128	$7.64K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	130	$7.76K	0.00%	+130	New
Main Street Group, LTD	133	$7.94K	0.00%	00.0%	Unchanged
Avion Wealth	142	$8.00K	0.00%	−6−4.1%	Reduced
ZRC Wealth Management, LLC	135	$8.08K	0.00%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	142	$8.51K	0.00%	00.0%	Unchanged
Breakwater Investment Management	145	$8.66K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	147	$8.77K	0.00%	−73−33.2%	Reduced
Wolff Wiese Magana LLC	147	$8.78K	0.00%	−5−3.3%	Reduced
Chung Wu Investment Group, LLC	150	$8.96K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	150	$8.97K	0.01%	+150	New
Ogorek Anthony Joseph	157	$9.00K	0.00%	−58−27.0%	Reduced
Turning Point Benefit Group, Inc.	153	$9.10K	0.01%	+153	New
BNP Paribas	155	$9.25K	0.00%	−13,529−98.9%	Reduced
Aventura Private Wealth, LLC	157	$9.37K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	160	$9.55K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	161	$9.61K	0.01%	+161	New
High Note Wealth, LLC	168	$10.0K	0.00%	+7+4.3%	Added
Howard Hughes Medical Institute	172	$10.3K	0.01%	−2−1.1%	Reduced
First Pacific Financial	172	$10.3K	0.00%	+93+117.7%	Added
MJT & Associates Financial Advisory Group, Inc.	175	$10.4K	0.01%	00.0%	Unchanged
Westfuller Advisors, LLC	176	$10.5K	0.00%	+176	New
MCF Advisors LLC	180	$10.7K	0.00%	00.0%	Unchanged