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 |
|---|---|---|---|---|---|
| TFC Financial Management | 4,046 | $241.6K | 0.03% | −143−3.4% | Reduced |
| Waldron Private Wealth LLC | 4,047 | $241.6K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,051 | $241.8K | 0.06% | +490+13.8% | Added |
| We Are One Seven, LLC | 4,058 | $242.3K | 0.01% | +1,323+48.4% | Added |
| Plan A Wealth LLC | 4,067 | $242.8K | 0.12% | +50+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,065 | $243.0K | 0.02% | +14+0.3% | Added |
| Massmutual Trust Co FSB | 4,078 | $243.5K | 0.01% | +13+0.3% | Added |
| Quantum Private Wealth, LLC | 4,086 | $243.9K | 0.07% | +1,143+38.8% | Added |
| Ironwood Investment Counsel, LLC | 4,090 | $244.2K | 0.04% | +181+4.6% | Added |
| Catalyst Financial Partners LLC | 4,112 | $245.5K | 0.03% | +69+1.7% | Added |
| Heritage Wealth Management, Inc. | 4,146 | $247.5K | 0.07% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,147 | $247.6K | 0.13% | −1,580−27.6% | Reduced |
| National Asset Management, Inc. | 4,163 | $248.5K | 0.01% | −2,559−38.1% | Reduced |
| TigerOak Management, L.L.C. | 4,167 | $248.8K | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,188 | $250.0K | 0.05% | −175−4.0% | Reduced |
| Radnor Capital Management, LLC | 4,192 | $250.3K | 0.04% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,219 | $251.9K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,466 | $253.7K | 0.04% | −143−4.0% | Reduced |
| FIL Ltd | 4,259 | $254.3K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 4,264 | $254.6K | 0.01% | −725−14.5% | Reduced |
| PDS Planning, Inc | 4,268 | $254.8K | 0.02% | −85−2.0% | Reduced |
| West Oak Capital, LLC | 4,275 | $255.2K | 0.10% | 00.0% | Unchanged |
| Trust Point Inc. | 4,278 | $255.4K | 0.02% | +4,278 | New |
| Capital Advantage, Inc. | 4,284 | $255.7K | 0.04% | +10.0% | Added |
| AlTi Global, Inc. | 4,289 | $256.1K | 0.01% | −966−18.4% | Reduced |
| Legacy Bridge, LLC | 4,303 | $256.9K | 0.11% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 4,297 | $257.0K | 0.01% | −3,272−43.2% | Reduced |
| Sentry LLC | 4,310 | $257.3K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,310 | $257.3K | 0.01% | +358+9.1% | Added |
| First Horizon Corp | 4,312 | $257.4K | 0.01% | +4,312 | New |
| Northwest Financial Advisors | 4,322 | $258.0K | 0.33% | +13+0.3% | Added |
| Grandfield & Dodd, LLC | 4,328 | $258.4K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 4,337 | $258.9K | 0.09% | +4,337 | New |
| Cassaday & Co Wealth Management LLC | 4,339 | $259.1K | 0.01% | +111+2.6% | Added |
| Northwest Bancshares, Inc. | 4,341 | $259.2K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,343 | $259.3K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,350 | $259.7K | 0.02% | −213−4.7% | Reduced |
| Thomasville National Bank | 4,359 | $260.2K | 0.02% | −153−3.4% | Reduced |
| Cambridge Advisors Inc. | 4,380 | $261.5K | 0.05% | −206−4.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,400 | $262.0K | 0.46% | +4,400 | New |
| Asset Dedication, LLC | 4,401 | $262.7K | 0.02% | −846−16.1% | Reduced |
| Freedom Day Solutions, LLC | 4,403 | $262.8K | 0.07% | +10.0% | Added |
| Avidian Wealth Solutions, LLC | 4,413 | $263.5K | 0.01% | +672+18.0% | Added |
| Chicago Trust Co NA | 4,423 | $264.1K | 0.04% | +234+5.6% | Added |
| Ostrum Asset Management | 4,455 | $266.0K | 0.01% | −138−3.0% | Reduced |
| Texas Yale Capital Corp. | 4,458 | $266.1K | 0.01% | −280−5.9% | Reduced |
| Alta Advisers Ltd | 4,463 | $266.4K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,467 | $266.7K | 0.01% | +1,223+37.7% | Added |
| Adviser Investments LLC | 4,501 | $268.7K | 0.00% | −2,997−40.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,517 | $269.7K | 0.02% | +4,433+5,277.4% | Added |
| Silicon Valley Capital Partners | 4,545 | $271.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $271.6K | 0.11% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,573 | $273.0K | 0.02% | −300−6.2% | Reduced |
| Journey Advisory Group, LLC | 4,575 | $273.1K | 0.02% | −400−8.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 4,612 | $274.6K | 0.18% | +69+1.5% | Added |
| HCR Wealth Advisors | 4,673 | $275.3K | 0.03% | +193+4.3% | Added |
| Patton Albertson Miller Group, LLC | 4,620 | $275.8K | 0.03% | +4,620 | New |
| Phillips Wealth Planners LLC | 4,633 | $277.1K | 0.23% | +1,284+38.3% | Added |
| Parsonex Advisory Services, Inc. | 4,644 | $277.2K | 0.19% | +15+0.3% | Added |
| Conning Inc. | 4,662 | $278.3K | 0.01% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 4,663 | $278.4K | 0.26% | −239−4.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,680 | $279.4K | 0.06% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,682 | $279.5K | 0.13% | −80−1.7% | Reduced |
| Fire Capital Management LLC | 4,692 | $280.1K | 0.16% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,695 | $280.3K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,700 | $280.6K | 0.06% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 4,706 | $281.0K | 0.55% | +333+7.6% | Added |
| Davidson Trust Co | 4,724 | $282.0K | 0.12% | +925+24.3% | Added |
| Stock Yards Bank & Trust Co | 4,746 | $283.3K | 0.01% | −250−5.0% | Reduced |
| Colonial Trust Advisors | 4,748 | $283.5K | 0.02% | −825−14.8% | Reduced |
| New England Capital Financial Advisors LLC | 4,751 | $283.7K | 0.12% | −225−4.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,755 | $283.9K | 0.03% | +754+18.8% | Added |
| GM Advisory Group, Inc. | 4,769 | $284.7K | 0.01% | +4+0.1% | Added |
| New Hampshire Trust | 4,785 | $285.7K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,805 | $286.9K | 0.01% | +4,805 | New |
| Sky-Mountain Capital Management, Inc. | 5,059 | $287.0K | 0.20% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,837 | $288.8K | 0.00% | +90+1.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,840 | $288.9K | 0.01% | −441−8.4% | Reduced |
| Wealthspire Advisors, LLC | 4,843 | $289.2K | 0.00% | −425−8.1% | Reduced |
| Donaldson Capital Management, LLC | 4,849 | $289.5K | 0.01% | −156−3.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,849 | $289.5K | 0.02% | +820+20.4% | Added |
| Bridgewater Advisors Inc. | 5,187 | $289.8K | 0.02% | −150−2.8% | Reduced |
| GSB Wealth Management, LLC | 4,855 | $289.9K | 0.07% | −27−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 4,868 | $290.7K | 0.01% | +3+0.1% | Added |
| Premier Path Wealth Partners, LLC | 4,875 | $291.0K | 0.04% | −88−1.8% | Reduced |
| Ellevest, Inc. | 4,877 | $291.2K | 0.04% | +856+21.3% | Added |
| Empower Advisory Group, LLC | 4,899 | $292.5K | 0.00% | +4,899 | New |
| Carnegie Capital Asset Management, LLC | 4,950 | $295.5K | 0.01% | −857−14.8% | Reduced |
| Financial Engines Advisors L.L.C. | 4,973 | $296.9K | 0.00% | +270+5.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,973 | $296.9K | 0.12% | −63−1.3% | Reduced |
| Arrow Financial Corp | 4,975 | $297.0K | 0.03% | −211−4.1% | Reduced |
| LGT Group Foundation | 5,000 | $297.3K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,981 | $297.4K | 0.00% | −276−5.3% | Reduced |
| Groupama Asset Managment | 4,981 | $297.4K | 0.00% | −9,935−66.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,007 | $298.9K | 0.01% | +8+0.2% | Added |
| Canton Hathaway, LLC | 5,000 | $299.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,027 | $300.1K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,050 | $301.5K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,068 | $302.6K | 0.02% | +579+12.9% | Added |