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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 28,900 | $1.73M | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 29,184 | $1.74M | 0.02% | +2,028+7.5% | Added |
| AXA Investment Managers S.A. | 29,226 | $1.74M | 0.00% | +29,226 | New |
| Nomura Holdings Inc | 29,352 | $1.75M | 0.01% | +2,584+9.7% | Added |
| Bartlett & Co. Wealth Management LLC | 29,432 | $1.76M | 0.02% | +614+2.1% | Added |
| Empirical Finance, LLC | 29,483 | $1.76M | 0.08% | +256+0.9% | Added |
| Vinva Investment Management Ltd | 29,846 | $1.76M | 0.04% | −69,996−70.1% | Reduced |
| Tiaa Trust, National Association | 29,668 | $1.77M | 0.00% | +127+0.4% | Added |
| Landscape Capital Management, L.L.C. | 30,211 | $1.80M | 0.11% | +15,925+111.5% | Added |
| Richard Bernstein Advisors LLC | 30,260 | $1.81M | 0.05% | −32,156−51.5% | Reduced |
| SG Americas Securities, LLC | 30,671 | $1.83M | 0.01% | +13,124+74.8% | Added |
| E. Ohman J:or Asset Management AB | 30,725 | $1.83M | 0.04% | 00.0% | Unchanged |
| Aurora Investment Counsel | 30,955 | $1.85M | 0.97% | −199−0.6% | Reduced |
| Cunning Capital Partners, LP | 31,613 | $1.89M | 0.87% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 31,668 | $1.89M | 0.00% | −137−0.4% | Reduced |
| Thrivent Financial for Lutherans | 32,258 | $1.93M | 0.00% | −6,604−17.0% | Reduced |
| Cresset Asset Management, LLC | 32,347 | $1.93M | 0.01% | −61−0.2% | Reduced |
| Boston Partners | 32,388 | $1.93M | 0.00% | +32,388 | New |
| Mfg Wealth Management, Inc. | 32,402 | $1.93M | 1.46% | −3,255−9.1% | Reduced |
| Two Sigma Investments, LP | 32,588 | $1.95M | 0.00% | −24,737−43.2% | Reduced |
| Lee Danner & Bass Inc | 32,848 | $1.96M | 0.14% | −1,745−5.0% | Reduced |
| Terra Alpha Investments LLC | 33,073 | $1.97M | 2.01% | +33,073 | New |
| Perigon Wealth Management, LLC | 33,254 | $1.99M | 0.04% | +2,445+7.9% | Added |
| Oak Thistle LLC | 33,260 | $1.99M | 0.30% | +33,260 | New |
| Metis Global Partners, LLC | 33,494 | $2.00M | 0.05% | −1,726−4.9% | Reduced |
| Value Partners Investments Inc. | 33,753 | $2.01M | 0.16% | +382+1.1% | Added |
| United Capital Financial Advisers, LLC | 34,039 | $2.03M | 0.01% | −1,986−5.5% | Reduced |
| Whittier Trust Co | 34,230 | $2.04M | 0.02% | −184−0.5% | Reduced |
| Liberty Capital Management, Inc. | 34,396 | $2.05M | 0.39% | +6,146+21.8% | Added |
| Allspring Global Investments Holdings, LLC | 34,604 | $2.06M | 0.00% | −1,473−4.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,940 | $2.09M | 0.04% | −22,498−39.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,153 | $2.09M | 0.01% | +3,550+11.2% | Added |
| Delta Financial Advisors LLC | 35,105 | $2.10M | 0.59% | −64−0.2% | Reduced |
| DRW Securities, LLC | 35,100 | $2.10M | 0.11% | +31,700+932.4% | Added |
| Concurrent Investment Advisors, LLC | 35,373 | $2.11M | 0.04% | −151−0.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 35,661 | $2.13M | 0.50% | −66,993−65.3% | Reduced |
| AMG National Trust Bank | 35,754 | $2.13M | 0.05% | −7,000−16.4% | Reduced |
| TD Waterhouse Canada Inc. | 35,940 | $2.14M | 0.01% | +568+1.6% | Added |
| New Mexico Educational Retirement Board | 36,017 | $2.15M | 0.07% | −3,000−7.7% | Reduced |
| Allianz SE | 36,084 | $2.15M | 0.05% | −4,610−11.3% | Reduced |
| Investment Management Corp of Ontario | 36,262 | $2.16M | 0.03% | +17,248+90.7% | Added |
| Beacon Pointe Advisors, LLC | 36,797 | $2.20M | 0.02% | −5,435−12.9% | Reduced |
| North Star Investment Management Corp. | 36,873 | $2.20M | 0.14% | +1,050+2.9% | Added |
| Trust Co of Vermont | 36,931 | $2.20M | 0.10% | −326−0.9% | Reduced |
| Allianz Asset Management GmbH | 37,314 | $2.23M | 0.00% | −18,719−33.4% | Reduced |
| Siemens Fonds Invest GmbH | 37,483 | $2.24M | 0.12% | −1,754−4.5% | Reduced |
| Blue Square Asset Management, LLC | 37,490 | $2.24M | 0.98% | +343+0.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 37,611 | $2.25M | 0.06% | −871−2.3% | Reduced |
| Poehling Capital Management, LLC | 38,390 | $2.29M | 0.48% | −70.0% | Reduced |
| PEAK6 LLC | 38,458 | $2.30M | 0.06% | −86,726−69.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 38,596 | $2.30M | 0.01% | −1,793−4.4% | Reduced |
| Brinker Capital Investments, LLC | 38,612 | $2.31M | 0.02% | +1,424+3.8% | Added |
| Securian Asset Management, Inc | 38,625 | $2.31M | 0.06% | −3,059−7.3% | Reduced |
| HB Wealth Management, LLC | 38,639 | $2.31M | 0.02% | +2,113+5.8% | Added |
| Evelyn Partners Investment Management LLP | 38,815 | $2.32M | 0.07% | +5,025+14.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,894 | $2.32M | 0.02% | +4,490+13.1% | Added |
| Generali Asset Management SPA SGR | 39,044 | $2.33M | 0.05% | +1,877+5.1% | Added |
| Pinnacle Associates Ltd | 39,066 | $2.33M | 0.03% | −556−1.4% | Reduced |
| Dearborn Partners LLC | 39,241 | $2.34M | 0.11% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 39,252 | $2.34M | 0.05% | −46,324−54.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 32,401 | $2.37M | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 39,794 | $2.38M | 0.05% | +572+1.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.39M | 0.59% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 40,217 | $2.40M | 0.08% | −824−2.0% | Reduced |
| Essex Financial Services, Inc. | 40,337 | $2.41M | 0.14% | −777−1.9% | Reduced |
| Argent Trust Co | 40,394 | $2.41M | 0.09% | −3,771−8.5% | Reduced |
| Bensler, LLC | 40,439 | $2.41M | 0.25% | +979+2.5% | Added |
| Merit Financial Group, LLC | 41,027 | $2.45M | 0.02% | −5,086−11.0% | Reduced |
| Monarch Capital Management Inc | 41,361 | $2.47M | 0.61% | +2,245+5.7% | Added |
| Arete Wealth Advisors, LLC | 41,580 | $2.48M | 0.16% | +80+0.2% | Added |
| J.W. Cole Advisors, Inc. | 41,827 | $2.50M | 0.05% | +502+1.2% | Added |
| Louisiana State Employees Retirement System | 42,000 | $2.51M | 0.04% | −100−0.2% | Reduced |
| Savant Capital, LLC | 42,800 | $2.56M | 0.02% | −2,264−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,007 | $2.57M | 0.05% | +2,744+6.8% | Added |
| Crossmark Global Holdings, Inc. | 43,004 | $2.57M | 0.04% | −150.0% | Reduced |
| Hancock Whitney Corp | 43,707 | $2.61M | 0.05% | +1,180+2.8% | Added |
| Atria Investments LLC | 44,362 | $2.65M | 0.03% | +442+1.0% | Added |
| Venture Visionary Partners LLC | 44,517 | $2.66M | 0.09% | +30.0% | Added |
| Entropy Technologies, LP | 44,814 | $2.68M | 0.20% | +44,814 | New |
| GPM Growth Investors, Inc. | 45,192 | $2.70M | 1.04% | −66,488−59.5% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.73M | 0.09% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 45,685 | $2.73M | 0.20% | −305−0.7% | Reduced |
| Norinchukin Bank, The | 46,151 | $2.76M | 0.04% | +459+1.0% | Added |
| Hartford Investment Management Co | 46,891 | $2.80M | 0.08% | −1,256−2.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 47,595 | $2.84M | 0.13% | −1,396−2.8% | Reduced |
| Heritage Investors Management Corp | 48,265 | $2.88M | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 49,102 | $2.93M | 0.45% | +23,615+92.7% | Added |
| New England Research & Management, Inc. | 49,550 | $2.96M | 1.36% | +4,975+11.2% | Added |
| Kentucky Retirement Systems | 49,809 | $2.97M | 0.08% | −3,952−7.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 50,034 | $2.99M | 0.03% | +2,550+5.4% | Added |
| Elefante Mark B | 51,010 | $3.05M | 1.95% | +6,865+15.6% | Added |
| Brasada Capital Management, LP | 52,126 | $3.07M | 0.52% | +2,607+5.3% | Added |
| Brookstone Capital Management | 51,852 | $3.10M | 0.04% | +35,691+220.8% | Added |
| Brown Brothers Harriman & Co | 52,158 | $3.11M | 0.02% | −752−1.4% | Reduced |
| Westport Asset Management Inc | 52,400 | $3.13M | 1.30% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 52,589 | $3.14M | 0.42% | +8,110+18.2% | Added |
| Dempze Nancy E | 52,641 | $3.14M | 1.73% | +2,563+5.1% | Added |
| Huntington National Bank | 52,644 | $3.14M | 0.02% | −1,827−3.4% | Reduced |
| JB Capital LLC | 52,975 | $3.16M | 0.14% | −215−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 53,425 | $3.19M | 0.01% | +3,900+7.9% | Added |