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 |
|---|---|---|---|---|---|
| 10Elms LLP | 800 | $47.8K | 0.04% | +800 | New |
| Hemington Wealth Management | 819 | $48.0K | 0.01% | −110−11.8% | Reduced |
| Vestor Capital, LLC | 800 | $48.0K | 0.00% | −14,905−94.9% | Reduced |
| Wall Street Access Asset Management, LLC | 820 | $49.0K | 0.01% | +820 | New |
| Westside Investment Management, Inc. | 824 | $49.0K | 0.01% | +337+69.2% | Added |
| Cary Street Partner Investment Advisory LLC | 824 | $49.2K | 0.02% | +77+10.3% | Added |
| Lavaca Capital LLC | 839 | $50.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 847 | $50.6K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 849 | $50.7K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 850 | $50.7K | 0.00% | +3+0.4% | Added |
| AdvisorShares Investments LLC | 875 | $52.2K | 0.01% | +528+152.2% | Added |
| North Capital, Inc. | 878 | $52.4K | 0.04% | −3−0.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 890 | $52.9K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 896 | $53.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 902 | $53.8K | 0.01% | +100+12.5% | Added |
| CNB Bank | 903 | $53.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 912 | $54.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 921 | $54.8K | 0.02% | +25+2.8% | Added |
| Missouri Trust & Investment Co | 923 | $55.1K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 923 | $55.1K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 937 | $55.9K | 0.03% | +266+39.6% | Added |
| Motco | 948 | $56.6K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 974 | $58.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,003 | $59.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 994 | $59.0K | 0.00% | +884+803.6% | Added |
| Firsthand Capital Management, Inc. | 1,000 | $59.7K | 0.10% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,009 | $60.2K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,025 | $61.2K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,060 | $63.3K | 0.06% | −150−12.4% | Reduced |
| Old Second National Bank of Aurora | 1,075 | $64.2K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,075 | $64.2K | 0.00% | +26+2.5% | Added |
| Field & Main Bank | 1,085 | $64.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,089 | $65.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 1,102 | $66.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,111 | $66.3K | 0.01% | +43+4.0% | Added |
| Truvestments Capital LLC | 1,126 | $67.2K | 0.01% | +254+29.1% | Added |
| Paladin Advisory Group, LLC | 1,184 | $70.7K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 1,185 | $70.8K | 0.02% | −31−2.5% | Reduced |
| Bullock Wealth Management Group | 1,192 | $70.9K | 0.04% | +15+1.3% | Added |
| Ramirez Asset Management, Inc. | 1,200 | $71.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,200 | $71.6K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,216 | $72.6K | 0.00% | +1,216 | New |
| Crowley Wealth Management, Inc. | 1,250 | $74.6K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,288 | $76.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,290 | $77.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,294 | $77.2K | 0.01% | −1−0.1% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $77.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,303 | $77.8K | 0.02% | −50−3.7% | Reduced |
| Hara Capital LLC | 1,340 | $80.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,340 | $80.0K | 0.02% | +1+0.1% | Added |
| Covestor Ltd | 1,375 | $82.0K | 0.05% | −346−20.1% | Reduced |
| Clear Street Markets LLC | 1,379 | $82.3K | 0.03% | +843+157.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,392 | $83.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,395 | $83.3K | 0.00% | −222−13.7% | Reduced |
| Provenance Wealth Advisors, LLC | 1,399 | $83.5K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,412 | $84.3K | 0.01% | +1,412 | New |
| Oakmont Corp | 1,413 | $84.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $85.5K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,451 | $86.6K | 0.00% | −160−9.9% | Reduced |
| First Community Trust NA | 1,472 | $87.9K | 0.07% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $89.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,533 | $91.1K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,536 | $91.7K | 0.01% | +1,536 | New |
| Hopwood Financial Services, Inc. | 1,540 | $91.9K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,541 | $92.0K | 0.01% | −16,096−91.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,557 | $92.9K | 0.03% | +3+0.2% | Added |
| NBC Securities, Inc. | 1,570 | $93.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,667 | $99.5K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,700 | $101.5K | 0.02% | 00.0% | Unchanged |
| Regents Gate Capital LLP | 1,754 | $104.7K | 0.04% | +1,754 | New |
| Generali Investments, Management Co LLC | 1,769 | $105.6K | 0.02% | +1,769 | New |
| Rise Advisors, LLC | 1,771 | $105.7K | 0.04% | +13+0.7% | Added |
| Grove Bank & Trust | 1,788 | $106.7K | 0.01% | −54−2.9% | Reduced |
| Evermay Wealth Management LLC | 1,790 | $106.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $109.1K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $110.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,857 | $111.0K | 0.00% | +230+14.1% | Added |
| Duncker Streett & Co Inc | 1,870 | $111.6K | 0.02% | +5+0.3% | Added |
| Rosenberg Matthew Hamilton | 1,887 | $112.7K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,905 | $113.7K | 0.01% | +227+13.5% | Added |
| Exchange Traded Concepts, LLC | 1,916 | $114.4K | 0.00% | −831−30.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,916 | $114.4K | 0.05% | −70−3.5% | Reduced |
| Sentry Investment Management LLC | 1,943 | $116.0K | 0.08% | −503−20.6% | Reduced |
| Bank of New Hampshire | 1,960 | $117.0K | 0.03% | −80−3.9% | Reduced |
| Clean Yield Group | 1,962 | $117.1K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,000 | $117.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $119.4K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,005 | $119.7K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,004 | $120.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,050 | $122.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $122.4K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,134 | $127.0K | 0.01% | −124−5.5% | Reduced |
| Richardson Capital Management LLC | 2,137 | $127.6K | 0.06% | +7+0.3% | Added |
| Ulland Investment Advisors, LLC | 2,169 | $129.0K | 0.10% | +85+4.1% | Added |
| MV Capital Management, Inc. | 2,166 | $129.3K | 0.01% | −6−0.3% | Reduced |
| Community Bank, N.A. | 2,176 | $129.9K | 0.02% | +126+6.1% | Added |
| Adalta Capital Management LLC | 2,184 | $130.4K | 0.06% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $132.8K | 0.12% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,232 | $133.3K | 0.09% | +2,232 | New |
| HHM Wealth Advisors, LLC | 2,240 | $133.7K | 0.02% | 00.0% | Unchanged |