Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Family Legacy Financial Solutions, LLC | 19,249 | $1.15M | 0.88% | +1,424+8.0% | Added |
| Rydar Equities, Inc. | 19,458 | $1.16M | 0.93% | −2,537−11.5% | Reduced |
| Wedbush Securities Inc | 19,511 | $1.17M | 0.04% | +1,102+6.0% | Added |
| GAMMA Investing LLC | 19,575 | $1.17M | 0.06% | +212+1.1% | Added |
| Headinvest, LLC | 19,722 | $1.18M | 0.24% | −300−1.5% | Reduced |
| Cinctive Capital Management LP | 19,807 | $1.18M | 0.06% | +19,807 | New |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.19M | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 19,894 | $1.19M | 0.08% | +60+0.3% | Added |
| BKD Wealth Advisors, LLC | 19,977 | $1.19M | 0.02% | −38−0.2% | Reduced |
| Redwood Investment Management, LLC | 20,078 | $1.20M | 0.13% | +20,078 | New |
| Birch Hill Investment Advisors LLC | 20,091 | $1.20M | 0.05% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 20,152 | $1.20M | 0.12% | −9,754−32.6% | Reduced |
| Wedmont Private Capital | 20,333 | $1.20M | 0.04% | −1,097−5.1% | Reduced |
| Garrison Point Advisors, LLC | 20,180 | $1.20M | 0.51% | −375−1.8% | Reduced |
| Citizens & Northern Corp | 20,194 | $1.21M | 0.30% | +138+0.7% | Added |
| Tower Research Capital LLC (TRC) | 20,236 | $1.21M | 0.03% | −16,781−45.3% | Reduced |
| Greenleaf Trust | 20,293 | $1.21M | 0.01% | −924−4.4% | Reduced |
| Carmel Capital Partners, LLC | 20,297 | $1.21M | 0.51% | −7,478−26.9% | Reduced |
| Integrated Wealth Concepts LLC | 20,413 | $1.22M | 0.01% | −2,602−11.3% | Reduced |
| Citizens Financial Group Inc | 20,496 | $1.22M | 0.02% | +2,506+13.9% | Added |
| Hunter Associates Investment Management LLC | 20,549 | $1.23M | 0.17% | −699−3.3% | Reduced |
| Wetherby Asset Management Inc | 20,587 | $1.23M | 0.05% | −401−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 20,626 | $1.23M | 0.01% | −454−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 20,723 | $1.24M | 0.09% | 00.0% | Unchanged |
| Burney Co | 20,736 | $1.24M | 0.04% | −170−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.25M | 0.08% | −1,939−8.5% | Reduced |
| Personal Cfo Solutions, LLC | 20,949 | $1.25M | 0.22% | +436+2.1% | Added |
| InTrack Investment Management Inc | 20,967 | $1.25M | 0.75% | +1,490+7.7% | Added |
| United Bank | 20,996 | $1.25M | 0.44% | +4,005+23.6% | Added |
| Bollard Group LLC | 21,012 | $1.25M | 0.03% | +1,025+5.1% | Added |
| Ahl Investment Management, Inc. | 21,073 | $1.26M | 0.86% | +2,602+14.1% | Added |
| Curbstone Financial Management Corp | 21,098 | $1.26M | 0.24% | −150−0.7% | Reduced |
| Sageworth Trust Co | 21,102 | $1.26M | 0.06% | +21,102 | New |
| Woodstock Corp | 21,211 | $1.27M | 0.11% | −200−0.9% | Reduced |
| Advisor OS, LLC | 21,299 | $1.27M | 0.11% | +472+2.3% | Added |
| Penobscot Investment Management Company, Inc. | 21,390 | $1.28M | 0.10% | +557+2.7% | Added |
| MUFG Securities Americas Inc. | 21,572 | $1.29M | 0.08% | +3,902+22.1% | Added |
| Modera Wealth Management, LLC | 21,654 | $1.29M | 0.01% | −493−2.2% | Reduced |
| Vise Technologies, Inc. | 21,660 | $1.29M | 0.05% | +479+2.3% | Added |
| Advisors Asset Management, Inc. | 21,677 | $1.29M | 0.02% | −3,129−12.6% | Reduced |
| Banque Cantonale Vaudoise | 21,683 | $1.29M | 0.05% | −10,893−33.4% | Reduced |
| Holderness Investments Co | 21,731 | $1.30M | 0.26% | −4,572−17.4% | Reduced |
| Burling Wealth Partners, LLC | 21,795 | $1.30M | 0.22% | −263−1.2% | Reduced |
| Squarepoint Ops LLC | 21,884 | $1.31M | 0.00% | −555,070−96.2% | Reduced |
| Wahed Invest LLC | 21,931 | $1.31M | 0.18% | +35+0.2% | Added |
| Parallel Advisors, LLC | 21,965 | $1.31M | 0.02% | −392−1.8% | Reduced |
| Griffin Asset Management, Inc. | 22,117 | $1.32M | 0.15% | −145−0.7% | Reduced |
| Central Trust Co | 22,146 | $1.32M | 0.03% | −224−1.0% | Reduced |
| Abc Arbitrage SA | 22,172 | $1.32M | 0.13% | +22,172 | New |
| Bryn Mawr Trust Co | 22,229 | $1.33M | 0.03% | −7,426−25.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 22,277 | $1.33M | 0.22% | +3,065+16.0% | Added |
| Apollon Wealth Management, LLC | 22,371 | $1.34M | 0.02% | −1,461−6.1% | Reduced |
| Change Path, LLC | 22,402 | $1.34M | 0.03% | −12,360−35.6% | Reduced |
| Massachusetts Wealth Management | 22,610 | $1.35M | 0.67% | +1,450+6.9% | Added |
| Balyasny Asset Management LLC | 22,755 | $1.36M | 0.00% | +22,755 | New |
| CAPROCK Group, Inc. | 20,904 | $1.36M | 0.03% | +20,904 | New |
| Stance Capital LLC | 22,955 | $1.37M | 0.50% | +4,716+25.9% | Added |
| Ally Financial Inc. | 23,000 | $1.37M | 0.17% | +23,000 | New |
| Bridges Investment Management Inc | 23,072 | $1.38M | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 23,113 | $1.38M | 0.03% | −3,200−12.2% | Reduced |
| Meeder Advisory Services, Inc. | 23,413 | $1.40M | 0.06% | +148+0.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,451 | $1.40M | 0.04% | −339−1.4% | Reduced |
| Quadrant Capital Group LLC | 23,455 | $1.40M | 0.05% | −116−0.5% | Reduced |
| Clearstead Advisors, LLC | 23,473 | $1.40M | 0.02% | −7,351−23.8% | Reduced |
| Verition Fund Management LLC | 23,485 | $1.40M | 0.01% | −25,234−51.8% | Reduced |
| Two Sigma Securities, LLC | 24,382 | $1.46M | 0.21% | +18,742+332.3% | Added |
| Crews Bank & Trust | 24,459 | $1.46M | 0.21% | +145+0.6% | Added |
| Moors & Cabot, Inc. | 24,544 | $1.47M | 0.06% | −1,132−4.4% | Reduced |
| TD Private Client Wealth LLC | 24,634 | $1.47M | 0.03% | +1,696+7.4% | Added |
| Trust Co of Toledo NA | 24,679 | $1.47M | 0.15% | +1,372+5.9% | Added |
| Trueblood Wealth Management, LLC | 25,174 | $1.50M | 0.59% | +649+2.6% | Added |
| FineMark National Bank & Trust | 25,344 | $1.51M | 0.05% | −776−3.0% | Reduced |
| Principle Wealth Partners LLC | 25,377 | $1.52M | 0.09% | +178+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,496 | $1.52M | 0.02% | +61+0.2% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.54M | 0.05% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 25,879 | $1.54M | 0.16% | −732−2.8% | Reduced |
| Glenview Trust Co | 25,980 | $1.55M | 0.02% | −1,683−6.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.55M | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 26,115 | $1.56M | 0.00% | −5,652−17.8% | Reduced |
| Mutual Advisors, LLC | 27,351 | $1.56M | 0.03% | +15,188+124.9% | Added |
| Nia Impact Advisors, LLC | 26,206 | $1.56M | 0.51% | −20−0.1% | Reduced |
| Kinneret Advisory, LLC | 26,532 | $1.58M | 0.13% | −119−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,636 | $1.59M | 0.06% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 26,678 | $1.59M | 0.03% | −332,905−92.6% | Reduced |
| Allstate Corp | 26,831 | $1.60M | 0.04% | +26,831 | New |
| Johnson Investment Counsel Inc | 27,016 | $1.61M | 0.01% | −814−2.9% | Reduced |
| Hartline Investment Corp | 27,058 | $1.62M | 0.17% | −56,924−67.8% | Reduced |
| Van Hulzen Asset Management, LLC | 27,232 | $1.63M | 0.12% | +58+0.2% | Added |
| Advisory Services Network, LLC | 27,301 | $1.63M | 0.02% | −702−2.5% | Reduced |
| Barden Capital Management, Inc. | 27,585 | $1.65M | 1.37% | +126+0.5% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $1.65M | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 27,633 | $1.65M | 0.08% | −289−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 27,861 | $1.66M | 0.02% | +1,372+5.2% | Added |
| Souders Financial Advisors | 27,928 | $1.67M | 0.20% | −1,649−5.6% | Reduced |
| Principal Securities, Inc. | 28,076 | $1.68M | 0.03% | −265−0.9% | Reduced |
| Numerai GP LLC | 28,256 | $1.69M | 0.24% | +28,256 | New |
| Meiji Yasuda Life Insurance Co | 28,455 | $1.70M | 0.05% | −1,892−6.2% | Reduced |
| Empowered Funds, LLC | 28,560 | $1.71M | 0.02% | +8,323+41.1% | Added |
| Omers Administration Corp | 28,799 | $1.72M | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 28,875 | $1.72M | 0.01% | −302,548−91.3% | Reduced |