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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 53,571 | $3.20M | 0.04% | +224+0.4% | Added |
| Caisse des Depots Et Consignations | 53,583 | $3.20M | 0.14% | +947+1.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,757 | $3.21M | 0.01% | −2,033−3.6% | Reduced |
| Evercore Wealth Management, LLC | 53,790 | $3.21M | 0.05% | +907+1.7% | Added |
| XTX Topco Ltd | 53,982 | $3.22M | 0.17% | +53,982 | New |
| Park Avenue Securities LLC | 54,046 | $3.23M | 0.03% | −1,834−3.3% | Reduced |
| Delta Capital Management LLC | 54,095 | $3.23M | 1.67% | −95−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 54,248 | $3.24M | 0.02% | +5,869+12.1% | Added |
| Bleakley Financial Group, LLC | 54,745 | $3.27M | 0.08% | −1,575−2.8% | Reduced |
| Gabelli Funds LLC | 54,828 | $3.27M | 0.02% | −212,000−79.5% | Reduced |
| Canandaigua National Bank & Trust Co | 54,841 | $3.27M | 0.29% | −936−1.7% | Reduced |
| Notis-McConarty Edward | 55,490 | $3.31M | 1.54% | +1,200+2.2% | Added |
| QRG Capital Management, Inc. | 55,805 | $3.33M | 0.04% | −48,232−46.4% | Reduced |
| Gilman Hill Asset Management, LLC | 55,999 | $3.34M | 0.52% | +1,929+3.6% | Added |
| Delaney Dennis R | 56,005 | $3.34M | 1.67% | +1,000+1.8% | Added |
| NBT Bank N A | 56,133 | $3.35M | 0.22% | −615−1.1% | Reduced |
| RSM US Wealth Management LLC | 56,713 | $3.39M | 0.04% | −3,959−6.5% | Reduced |
| Sagefield Capital LP | 57,724 | $3.45M | 0.39% | −8,593−13.0% | Reduced |
| Sargent Investment Group, LLC | 57,760 | $3.45M | 0.49% | +200.0% | Added |
| Harmony Asset Management LLC | 59,486 | $3.55M | 1.22% | +491+0.8% | Added |
| CWM, LLC | 59,940 | $3.58M | 0.01% | −1,959−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 60,414 | $3.61M | 0.17% | −983−1.6% | Reduced |
| Spirepoint Private Client, LLC | 60,694 | $3.62M | 0.38% | +51,324+547.7% | Added |
| LRI Investments, LLC | 61,092 | $3.65M | 0.30% | +3,720+6.5% | Added |
| Tower View Investment Management & Research LLC | 61,780 | $3.69M | 1.91% | +2,050+3.4% | Added |
| MAI Capital Management | 61,905 | $3.70M | 0.02% | +14,532+30.7% | Added |
| Sanctuary Advisors, LLC | 62,252 | $3.72M | 0.02% | −10,821−14.8% | Reduced |
| Daymark Wealth Partners, LLC | 62,615 | $3.74M | 0.13% | −2,338−3.6% | Reduced |
| Mizuho Securities USA LLC | 58,264 | $3.80M | 0.08% | +3,157+5.7% | Added |
| Cohen Capital Management, Inc. | 63,634 | $3.80M | 0.59% | 00.0% | Unchanged |
| Marshall Wace, LLP | 63,889 | $3.81M | 0.00% | −188,232−74.7% | Reduced |
| Elo Mutual Pension Insurance Co | 64,094 | $3.83M | 0.06% | −13,811−17.7% | Reduced |
| Patten Group, Inc. | 64,432 | $3.85M | 0.75% | +2,281+3.7% | Added |
| Parsons Capital Management Inc | 64,567 | $3.85M | 0.22% | −4,255−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.87M | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 65,743 | $3.92M | 0.08% | +769+1.2% | Added |
| Family Capital Trust Co | 66,023 | $3.94M | 1.32% | −2,872−4.2% | Reduced |
| Avanza Fonder AB | 66,100 | $3.95M | 0.10% | +10,920+19.8% | Added |
| Summit Trail Advisors, LLC | 66,158 | $3.95M | 0.05% | +33,712+103.9% | Added |
| Benjamin Edwards Inc | 66,901 | $3.99M | 0.05% | −99−0.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 67,078 | $4.00M | 0.58% | −666−1.0% | Reduced |
| USS Investment Management Ltd | 67,207 | $4.01M | 0.02% | +14,247+26.9% | Added |
| Candriam Luxembourg S.C.A. | 67,525 | $4.03M | 0.02% | −4,995−6.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 67,542 | $4.03M | 0.96% | +827+1.2% | Added |
| ASR Vermogensbeheer N.V. | 67,995 | $4.06M | 0.05% | −196−0.3% | Reduced |
| Wolverine Trading, LLC | 69,214 | $4.09M | 0.08% | +63,974+1,220.9% | Added |
| Stephens Inc | 68,964 | $4.12M | 0.05% | −701−1.0% | Reduced |
| Callan Family Office, LLC | 69,392 | $4.14M | 0.13% | −5,225−7.0% | Reduced |
| Snowden Capital Advisors LLC | 69,526 | $4.15M | 0.11% | +168+0.2% | Added |
| Waters Parkerson & Co., LLC | 70,370 | $4.20M | 0.20% | +70,370 | New |
| Ferguson Wellman Capital Management, Inc | 71,496 | $4.27M | 0.07% | −312−0.4% | Reduced |
| Rafferty Asset Management, LLC | 71,984 | $4.30M | 0.01% | +100.0% | Added |
| Nordea Investment Management AB | 75,525 | $4.46M | 0.00% | +2,375+3.2% | Added |
| UniSuper Management Pty Ltd | 75,408 | $4.50M | 0.03% | +13,530+21.9% | Added |
| Evoke Wealth, LLC | 75,849 | $4.53M | 0.09% | −3,533−4.5% | Reduced |
| Glenmede Investment Management, LP | 76,040 | $4.54M | 0.02% | −2,756−3.5% | Reduced |
| Private Advisor Group, LLC | 76,879 | $4.59M | 0.02% | +96+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,132 | $4.61M | 0.01% | −18,291−19.2% | Reduced |
| Clearbridge Investments, LLC | 77,955 | $4.65M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 78,703 | $4.70M | 0.03% | +67,805+622.2% | Added |
| Fayez Sarofim & Co | 79,320 | $4.74M | 0.01% | −620−0.8% | Reduced |
| Quadrature Capital Ltd | 80,953 | $4.83M | 0.06% | +80,953 | New |
| AdvisorNet Financial, Inc | 81,074 | $4.84M | 0.27% | +4,103+5.3% | Added |
| Douglass Winthrop Advisors, LLC | 81,181 | $4.85M | 0.08% | +5,216+6.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 82,042 | $4.90M | 0.00% | −3,540,958−97.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 83,063 | $4.96M | 0.01% | −2,897−3.4% | Reduced |
| OP Asset Management Ltd | 83,634 | $4.99M | 0.07% | +776+0.9% | Added |
| Pegasus Asset Management, Inc. | 83,681 | $5.00M | 1.60% | +1,258+1.5% | Added |
| Quantbot Technologies LP | 83,841 | $5.01M | 0.14% | +64,630+336.4% | Added |
| Axxcess Wealth Management, LLC | 84,456 | $5.04M | 0.11% | +5,959+7.6% | Added |
| La Banque Postale Asset Management SA | 84,533 | $5.05M | 0.06% | +1,454+1.8% | Added |
| HM Payson & Co | 84,595 | $5.05M | 0.07% | −2,315−2.7% | Reduced |
| American Trust Investment Advisors, LLC | 84,805 | $5.06M | 2.61% | +84,805 | New |
| State of Alaska, Department of Revenue | 86,216 | $5.15M | 0.05% | −29,084−25.2% | Reduced |
| Wealthfront Advisers LLC | 86,228 | $5.15M | 0.01% | −4,379−4.8% | Reduced |
| Mutual of America Capital Management LLC | 86,736 | $5.18M | 0.05% | −4,720−5.2% | Reduced |
| American Century Companies Inc | 87,038 | $5.20M | 0.00% | +4,460+5.4% | Added |
| Clifford Swan Investment Counsel LLC | 89,979 | $5.37M | 0.18% | −1,500−1.6% | Reduced |
| Bank of Nova Scotia | 90,101 | $5.38M | 0.01% | +12,149+15.6% | Added |
| Kidder Stephen W | 91,142 | $5.44M | 1.56% | −655−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 91,379 | $5.46M | 0.07% | +22,511+32.7% | Added |
| Gamco Investors, Inc. Et Al | 91,535 | $5.46M | 0.05% | −57,728−38.7% | Reduced |
| IFP Advisors, Inc | 91,909 | $5.49M | 0.14% | −648−0.7% | Reduced |
| Wesleyan Assurance Society | 92,200 | $5.50M | 0.33% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 92,933 | $5.53M | 1.14% | +41,021+79.0% | Added |
| Tufton Capital Management | 93,105 | $5.56M | 0.99% | −70−0.1% | Reduced |
| Regions Financial Corp | 94,368 | $5.63M | 0.04% | −3,061−3.1% | Reduced |
| Cary Street Partners Financial LLC | 94,612 | $5.65M | 0.15% | −3,877−3.9% | Reduced |
| Baker Ellis Asset Management LLC | 94,673 | $5.65M | 0.70% | +378+0.4% | Added |
| Hall Laurie J Trustee | 95,124 | $5.68M | 1.86% | −831−0.9% | Reduced |
| Yousif Capital Management, LLC | 95,703 | $5.71M | 0.06% | −5,080−5.0% | Reduced |
| Nissay Asset Management Corp | 96,573 | $5.77M | 0.03% | +252+0.3% | Added |
| Fifth Third Bancorp | 98,134 | $5.86M | 0.02% | −3,883−3.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,803 | $5.90M | 0.05% | +718+0.7% | Added |
| Public Employees Retirement Association of Colorado | 98,956 | $5.91M | 0.02% | −590−0.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 99,357 | $5.93M | 0.99% | −397−0.4% | Reduced |
| Synovus Financial Corp | 99,764 | $5.96M | 0.07% | +4,740+5.0% | Added |
| Broderick Brian C | 99,884 | $5.96M | 1.13% | −8,798−8.1% | Reduced |
| D.A. Davidson & Co. | 102,106 | $6.10M | 0.04% | −3,277−3.1% | Reduced |
| Lido Advisors, LLC | 103,357 | $6.17M | 0.03% | +52,112+101.7% | Added |