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 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 182 | $10.9K | 0.03% | +182 | New |
| NVWM, LLC | 190 | $11.3K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 192 | $11.4K | 0.01% | +1+0.5% | Added |
| Global Wealth Strategies & Associates | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 201 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 203 | $12.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 210 | $12.5K | 0.00% | +16+8.2% | Added |
| Global Trust Asset Management, LLC | 230 | $13.7K | 0.01% | +230 | New |
| Halbert Hargrove Global Advisors, LLC | 233 | $13.9K | 0.00% | +117+100.9% | Added |
| TruNorth Capital Management, LLC | 245 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 248 | $14.8K | 0.00% | −108−30.3% | Reduced |
| Raelipskie Partnership | 255 | $15.2K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 258 | $15.4K | 0.00% | +109+73.2% | Added |
| Johnson Financial Group, Inc. | 261 | $15.6K | 0.00% | +224+605.4% | Added |
| YANKCOM Partnership | 265 | $15.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 273 | $16.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 276 | $16.5K | 0.00% | −9−3.2% | Reduced |
| Cape Investment Advisory, Inc. | 287 | $17.1K | 0.02% | −1,036−78.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 289 | $17.3K | 0.00% | −7−2.4% | Reduced |
| Park Square Financial Group, LLC | 289 | $17.3K | 0.07% | −406−58.4% | Reduced |
| S&T Bank | 290 | $17.3K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ossiam | 302 | $18.0K | 0.00% | −229−43.1% | Reduced |
| Abich Financial Wealth Management LLC | 317 | $18.9K | 0.01% | +317 | New |
| Tanglewood Legacy Advisors, LLC | 335 | $20.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $20.4K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 350 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 356 | $21.2K | 0.00% | +9+2.6% | Added |
| Accordant Advisory Group Inc | 362 | $21.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 419 | $22.5K | 0.03% | +419 | New |
| Ritter Daniher Financial Advisory LLC | 380 | $22.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 383 | $22.9K | 0.00% | −11−2.8% | Reduced |
| Caitlin John, LLC | 383 | $22.9K | 0.02% | +383 | New |
| Grey Fox Wealth Advisors, LLC | 385 | $23.0K | 0.00% | +385 | New |
| JPL Wealth Management, LLC | 388 | $23.2K | 0.01% | +388 | New |
| Guerra Advisors Inc | 390 | $23.3K | 0.01% | +390 | New |
| Arlington Trust Co LLC | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $24.1K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 423 | $25.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 424 | $25.3K | 0.02% | −14−3.2% | Reduced |
| Clayton Financial Group LLC | 432 | $25.8K | 0.02% | +432 | New |
| Curat Global, LLC | 435 | $26.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 441 | $26.3K | 0.00% | +23+5.5% | Added |
| Accredited Wealth Management, LLC | 120 | $26.4K | 0.02% | −323−72.9% | Reduced |
| 1620 Investment Advisors, Inc. | 458 | $27.3K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 460 | $27.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $27.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 467 | $28.0K | 0.00% | +48+11.5% | Added |
| DiNuzzo Private Wealth, Inc. | 433 | $28.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 492 | $28.6K | 0.00% | −23−4.5% | Reduced |
| Red Tortoise LLC | 481 | $28.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 482 | $28.8K | 0.00% | +396+460.5% | Added |
| SJS Investment Consulting Inc. | 490 | $29.3K | 0.00% | +136+38.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 496 | $29.6K | 0.02% | +36+7.8% | Added |
| Cetera Trust Company, N.A | 500 | $29.9K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 512 | $30.6K | 0.00% | +12+2.4% | Added |
| Investment Research & Advisory Group, Inc. | 502 | $30.9K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 523 | $31.2K | 0.09% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 527 | $31.5K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 528 | $31.5K | 0.01% | +175+49.6% | Added |
| Archer Investment Corp | 534 | $31.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 562 | $33.6K | 0.03% | −45−7.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 567 | $33.9K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 577 | $34.4K | 0.00% | +577 | New |
| Frazier Financial Advisors, LLC | 577 | $34.5K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 589 | $35.2K | 0.01% | +2+0.3% | Added |
| West Branch Capital LLC | 590 | $35.2K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 602 | $35.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 595 | $35.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 596 | $35.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $35.8K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $35.8K | 0.02% | +500+500.0% | Added |
| Cornerstone Planning Group LLC | 615 | $36.2K | 0.01% | −21−3.3% | Reduced |
| Core Alternative Capital | 609 | $36.4K | 0.01% | −250−29.1% | Reduced |
| Tompkins Financial Corp | 619 | $37.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 633 | $37.8K | 0.01% | +468+283.6% | Added |
| SOA Wealth Advisors, LLC. | 636 | $38.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $38.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 650 | $38.8K | 0.00% | −153−19.1% | Reduced |
| Chesapeake Asset Management LLC | 650 | $38.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 659 | $39.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 661 | $39.5K | 0.01% | −93−12.3% | Reduced |
| American Capital Advisory, LLC | 684 | $40.8K | 0.02% | −3−0.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 700 | $41.8K | 0.03% | −200−22.2% | Reduced |
| Heritage Wealth Advisors | 700 | $41.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 703 | $42.0K | 0.00% | −198−22.0% | Reduced |
| Pathway Financial Advisers, LLC | 740 | $44.2K | 0.01% | +740 | New |
| Pinnacle Bancorp, Inc. | 743 | $44.4K | 0.01% | −11−1.5% | Reduced |
| First United Bank Trust | 750 | $44.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $44.8K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 753 | $45.0K | 0.01% | +26+3.6% | Added |
| Westpac Banking Corp | 777 | $46.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 778 | $46.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 784 | $46.8K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 786 | $46.9K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 789 | $47.1K | 0.08% | −93−10.5% | Reduced |
| Centennial Bank | 799 | $47.7K | 0.02% | 00.0% | Unchanged |