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 |
|---|---|---|---|---|---|
| Onefund, LLC | 2,281 | $136.2K | 0.09% | +77+3.5% | Added |
| Hanson & Doremus Investment Management | 2,297 | $137.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,300 | $137.3K | 0.01% | +75+3.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $137.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,380 | $142.1K | 0.03% | +2,299+2,838.3% | Added |
| Harbor Investment Advisory, LLC | 2,397 | $143.1K | 0.01% | −178−6.9% | Reduced |
| CVA Family Office, LLC | 2,399 | $143.2K | 0.02% | +68+2.9% | Added |
| Key Financial Inc | 2,576 | $153.2K | 0.03% | +270+11.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,569 | $153.4K | 0.03% | +814+46.4% | Added |
| Cromwell Holdings LLC | 2,581 | $154.1K | 0.08% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,671 | $159.5K | 0.09% | +35+1.3% | Added |
| Financial Life Planners | 2,675 | $159.7K | 0.11% | +2,675 | New |
| AllSquare Wealth Management LLC | 2,688 | $160.5K | 0.08% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,708 | $161.7K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,759 | $164.7K | 0.05% | +20+0.7% | Added |
| O'Brien Wealth Partners LLC | 2,881 | $172.0K | 0.02% | +2,881 | New |
| First Financial Corp | 2,912 | $173.8K | 0.07% | −850−22.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,922 | $174.4K | 0.07% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,933 | $175.1K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,032 | $181.0K | 0.02% | −1,822−37.5% | Reduced |
| Financial Consulate, Inc | 3,035 | $181.2K | 0.03% | +3,035 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $183.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,096 | $184.8K | 0.06% | −57−1.8% | Reduced |
| Horizon Bancorp Inc | 3,091 | $185.0K | 0.09% | +1,239+66.9% | Added |
| Sterling Capital Management LLC | 3,197 | $190.9K | 0.00% | −606−15.9% | Reduced |
| Adirondack Trust Co | 3,268 | $195.1K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,325 | $199.0K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 3,358 | $200.5K | 0.05% | −316−8.6% | Reduced |
| Addison Advisors LLC | 3,365 | $200.9K | 0.05% | +100+3.1% | Added |
| Evanson Asset Management, LLC | 3,392 | $202.5K | 0.01% | −296−8.0% | Reduced |
| Ignite Planners, LLC | 3,400 | $203.0K | 0.03% | −1,099−24.4% | Reduced |
| Strengthening Families & Communities, LLC | 3,406 | $203.4K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,417 | $204.0K | 0.00% | +328+10.6% | Added |
| Cascade Financial Partners, LLC | 3,427 | $204.6K | 0.02% | +480+16.3% | Added |
| Heritage Investment Group, Inc. | 3,427 | $204.6K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $204.9K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,450 | $206.0K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,456 | $206.3K | 0.10% | −81−2.3% | Reduced |
| Quent Capital, LLC | 3,471 | $207.2K | 0.02% | −133−3.7% | Reduced |
| Strategic Advisors LLC | 3,512 | $209.7K | 0.03% | +259+8.0% | Added |
| Abacus Wealth Partners, LLC | 3,535 | $211.0K | 0.03% | −447−11.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,540 | $211.3K | 0.03% | +36+1.0% | Added |
| One Wealth Advisors, LLC | 3,570 | $213.1K | 0.03% | −428−10.7% | Reduced |
| Sittner & Nelson, LLC | 3,587 | $214.1K | 0.08% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,592 | $214.4K | 0.06% | −492−12.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $214.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,608 | $215.0K | 0.00% | −3−0.1% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,605 | $215.2K | 0.09% | −1,239−25.6% | Reduced |
| West Family Investments, Inc. | 3,608 | $215.4K | 0.05% | +3,608 | New |
| Baker Boyer National Bank | 3,611 | $215.6K | 0.07% | +504+16.2% | Added |
| Weiss Asset Management LP | 3,624 | $216.4K | 0.00% | +3,624 | New |
| Cooper Financial Group | 3,630 | $216.7K | 0.02% | −120−3.2% | Reduced |
| Northstar Asset Management LLC | 3,632 | $216.8K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,634 | $216.9K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 3,794 | $218.2K | 0.14% | +222+6.2% | Added |
| Court Place Advisors, LLC | 3,664 | $218.8K | 0.07% | −1,000−21.4% | Reduced |
| OneAscent Financial Services LLC | 3,666 | $218.8K | 0.01% | +831+29.3% | Added |
| Patton Fund Management, Inc. | 3,667 | $218.9K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,674 | $219.3K | 0.02% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,682 | $219.9K | 0.12% | +3,682 | New |
| Kornitzer Capital Management Inc | 3,694 | $220.5K | 0.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,714 | $221.7K | 0.01% | −194−5.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,726 | $222.4K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,737 | $223.1K | 0.02% | −118−3.1% | Reduced |
| CPA Asset Management LLC | 3,740 | $223.3K | 0.09% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,749 | $223.8K | 0.04% | −64−1.7% | Reduced |
| Bath Savings Trust Co | 3,750 | $223.9K | 0.02% | −247−6.2% | Reduced |
| L2 Asset Management, LLC | 3,758 | $224.4K | 0.03% | +152+4.2% | Added |
| Aries Wealth Management | 3,760 | $224.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $225.0K | 0.16% | −272,084−98.6% | Reduced |
| Townsend & Associates, Inc | 4,004 | $225.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 3,781 | $225.7K | 0.01% | −250−6.2% | Reduced |
| Todd Asset Management LLC | 3,785 | $226.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,803 | $227.0K | 0.01% | +540+16.5% | Added |
| Belpointe Asset Management LLC | 3,803 | $227.1K | 0.01% | −4−0.1% | Reduced |
| Independence Bank of Kentucky | 3,806 | $227.2K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,806 | $227.2K | 0.00% | +3,806 | New |
| Parcion Private Wealth LLC | 3,855 | $230.1K | 0.01% | +103+2.7% | Added |
| Nwam LLC | 3,965 | $230.3K | 0.01% | −348−8.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,874 | $231.3K | 0.02% | −131−3.3% | Reduced |
| Avantax Planning Partners, Inc. | 3,914 | $233.6K | 0.01% | +527+15.6% | Added |
| Pines Wealth Management, LLC | 3,934 | $234.9K | 0.08% | +759+23.9% | Added |
| Howland Capital Management LLC | 3,936 | $235.0K | 0.01% | −2,642−40.2% | Reduced |
| Montis Financial, LLC | 3,946 | $235.6K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,947 | $235.6K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,951 | $235.9K | 0.01% | −157−3.8% | Reduced |
| Commerzbank Aktiengesellschaft | 3,937 | $236.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,966 | $236.8K | 0.03% | −78−1.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,977 | $237.4K | 0.02% | −37−0.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,977 | $237.4K | 0.02% | +130+3.4% | Added |
| Larson Financial Group LLC | 3,990 | $238.2K | 0.01% | −67−1.7% | Reduced |
| MSH Capital Advisors LLC | 4,000 | $238.8K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,000 | $239.0K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $239.6K | 0.04% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,014 | $239.6K | 0.05% | +4,014 | New |
| CWA Asset Management Group, LLC | 4,015 | $239.7K | 0.01% | −958−19.3% | Reduced |
| Dana Investment Advisors, Inc. | 4,023 | $240.2K | 0.01% | +4,023 | New |
| Douglas Lane & Associates, LLC | 4,031 | $240.7K | 0.00% | −200−4.7% | Reduced |
| Mairs & Power Inc | 4,043 | $241.4K | 0.00% | +797+24.6% | Added |
| Valmark Advisers, Inc. | 4,043 | $241.4K | 0.00% | −863−17.6% | Reduced |