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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | 5,070 | $302.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,076 | $303.0K | 0.02% | −780−13.3% | Reduced |
| BSW Wealth Partners | 5,086 | $303.6K | 0.04% | −2,261−30.8% | Reduced |
| Covenant Asset Management, LLC | 5,100 | $304.5K | 0.06% | −400−7.3% | Reduced |
| PKS Advisory Services, LLC | 5,107 | $304.9K | 0.07% | +9+0.2% | Added |
| Howard Capital Management Inc. | 5,144 | $307.1K | 0.00% | +156+3.1% | Added |
| Cornerstone Wealth Group, LLC | 5,160 | $308.0K | 0.02% | −20−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 5,160 | $308.1K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 5,161 | $308.1K | 0.04% | +229+4.6% | Added |
| Zions Bancorporation, National Association | 5,164 | $308.3K | 0.02% | −6,569−56.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $308.5K | 0.23% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,168 | $308.6K | 0.05% | −826−13.8% | Reduced |
| Agf Management Ltd | 5,175 | $308.9K | 0.00% | −172−3.2% | Reduced |
| Geneos Wealth Management Inc. | 5,180 | $309.3K | 0.01% | −1,006−16.3% | Reduced |
| Banco Santander, S.A. | 5,188 | $309.7K | 0.00% | −1,080−17.2% | Reduced |
| Hager Investment Management Services, LLC | 5,194 | $310.1K | 0.17% | −7,982−60.6% | Reduced |
| South State Corp. | 5,194 | $310.1K | 0.01% | −1,329−20.4% | Reduced |
| Sapient Capital LLC | 5,346 | $316.1K | 0.00% | +35+0.7% | Added |
| Phoenix Holdings Ltd. | 5,298 | $316.3K | 0.00% | +1,356+34.4% | Added |
| Interchange Capital Partners, LLC | 5,308 | $316.9K | 0.06% | −8−0.2% | Reduced |
| Twelve Points Wealth Management LLC | 5,313 | $317.2K | 0.08% | −26−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 5,328 | $318.1K | 0.01% | +336+6.7% | Added |
| Prudent Man Advisors, LLC | 5,329 | $318.1K | 0.12% | −3,945−42.5% | Reduced |
| LMCG Investments, LLC | 5,331 | $318.3K | 0.02% | −20.0% | Reduced |
| Reuter James Wealth Management, LLC | 5,360 | $320.0K | 0.05% | −97−1.8% | Reduced |
| Equitable Trust Co | 5,380 | $321.2K | 0.01% | +1,780+49.4% | Added |
| Ancora Advisors, LLC | 5,391 | $321.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,397 | $322.2K | 0.00% | −3,242−37.5% | Reduced |
| Headlands Technologies LLC | 5,401 | $322.4K | 0.03% | +5,401 | New |
| Integrated Advisors Network LLC | 5,418 | $323.4K | 0.01% | +237+4.6% | Added |
| DeDora Capital, Inc. | 5,421 | $323.6K | 0.08% | +303+5.9% | Added |
| Enterprise Financial Services Corp | 5,439 | $324.7K | 0.17% | −1,362−20.0% | Reduced |
| Pure Financial Advisors, Inc. | 5,446 | $325.1K | 0.01% | +777+16.6% | Added |
| Robertson Stephens Wealth Management, LLC | 5,455 | $325.7K | 0.01% | −276−4.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,469 | $326.5K | 0.02% | −65−1.2% | Reduced |
| Spire Wealth Management | 5,479 | $327.1K | 0.01% | −1,707−23.8% | Reduced |
| Tennessee Valley Asset Management Partners | 5,514 | $329.2K | 0.04% | +5,514 | New |
| Transcend Wealth Collective, LLC | 5,526 | $329.9K | 0.02% | −1,044−15.9% | Reduced |
| Western Wealth Management, LLC | 5,539 | $330.7K | 0.02% | −317−5.4% | Reduced |
| McDonald Partners LLC | 5,554 | $331.6K | 0.10% | −300−5.1% | Reduced |
| HORAN Wealth, LLC | 5,567 | $332.4K | 0.05% | +5,567 | New |
| Central Pacific Bank - Trust Division | 5,570 | $332.5K | 0.04% | +700+14.4% | Added |
| Peoples Financial Services Corp. | 5,590 | $333.7K | 0.15% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,612 | $335.0K | 0.06% | +20.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $336.1K | 0.01% | −300−5.1% | Reduced |
| First National Trust Co | 5,634 | $336.3K | 0.01% | −6−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,678 | $339.0K | 0.01% | −860−13.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,698 | $340.2K | 0.22% | −750−11.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,730 | $342.1K | 0.08% | +5+0.1% | Added |
| Leavell Investment Management, Inc. | 5,770 | $344.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 5,779 | $345.0K | 0.16% | −525−8.3% | Reduced |
| Woodmont Investment Counsel LLC | 5,785 | $345.4K | 0.02% | −100−1.7% | Reduced |
| Advisory Alpha, LLC | 5,863 | $345.4K | 0.01% | +10+0.2% | Added |
| Parkside Financial Bank & Trust | 5,790 | $345.7K | 0.03% | −123−2.1% | Reduced |
| KRS Capital Management, LLC | 5,807 | $346.7K | 0.21% | +259+4.7% | Added |
| Polymer Capital Management (US) LLC | 5,823 | $347.6K | 0.05% | +5,823 | New |
| Childress Capital Advisors, LLC | 5,826 | $347.8K | 0.06% | +1,308+29.0% | Added |
| Frank, Rimerman Advisors LLC | 5,832 | $348.2K | 0.02% | −79−1.3% | Reduced |
| Miller Investment Management, LP | 5,840 | $348.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,843 | $348.8K | 0.03% | +264+4.7% | Added |
| Tiemann Investment Advisors, LLC | 5,846 | $349.0K | 0.13% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 5,900 | $352.2K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,911 | $352.9K | 0.14% | +850+16.8% | Added |
| Founders Financial Alliance, LLC | 5,922 | $353.5K | 0.07% | −16−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 5,935 | $354.3K | 0.04% | −18−0.3% | Reduced |
| Garden State Investment Advisory Services LLC | 5,954 | $355.5K | 0.09% | −140−2.3% | Reduced |
| Chemung Canal Trust Co | 5,962 | $355.9K | 0.07% | −60−1.0% | Reduced |
| Keel Point, LLC | 5,962 | $355.9K | 0.02% | −2,506−29.6% | Reduced |
| S.A. Mason LLC | 5,983 | $357.2K | 0.16% | +10.0% | Added |
| Mindset Wealth Management, LLC | 5,986 | $357.4K | 0.10% | +900+17.7% | Added |
| Systematic Financial Management LP | 6,000 | $358.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $358.2K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $358.2K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,013 | $359.0K | 0.13% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,030 | $360.0K | 0.05% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,033 | $360.2K | 0.18% | −150−2.4% | Reduced |
| Forbes J M & Co LLP | 6,053 | $361.4K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 6,058 | $361.7K | 0.08% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,094 | $363.8K | 0.17% | −5−0.1% | Reduced |
| Versor Investments LP | 6,100 | $364.2K | 0.07% | −4,700−43.5% | Reduced |
| Mystic Asset Management, Inc. | 6,109 | $364.7K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,114 | $365.0K | 0.03% | −1,562−20.3% | Reduced |
| Founders Financial Securities LLC | 6,119 | $365.3K | 0.02% | −268−4.2% | Reduced |
| Franklin Street Advisors Inc | 6,123 | $365.5K | 0.02% | +712+13.2% | Added |
| Azimuth Capital Investment Management LLC | 6,128 | $365.8K | 0.01% | −78−1.3% | Reduced |
| MEMBERS Trust Co | 6,131 | $366.0K | 0.01% | −12−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 6,155 | $367.5K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,165 | $368.1K | 0.22% | −100−1.6% | Reduced |
| Csenge Advisory Group | 6,168 | $368.3K | 0.02% | −894−12.7% | Reduced |
| Midwest Trust Co | 6,174 | $368.6K | 0.00% | −72−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,190 | $369.5K | 0.05% | −118−1.9% | Reduced |
| Evergreen Capital Management LLC | 6,212 | $370.9K | 0.01% | +648+11.6% | Added |
| Marco Investment Management LLC | 6,256 | $373.5K | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,264 | $374.0K | 0.02% | +6+0.1% | Added |
| Berkshire Asset Management LLC | 6,298 | $376.0K | 0.02% | +18+0.3% | Added |
| Chicago Partners Investment Group LLC | 6,410 | $376.5K | 0.01% | −504−7.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,330 | $377.9K | 0.06% | −800−11.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,349 | $379.0K | 0.27% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,371 | $380.3K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,393 | $381.7K | 0.09% | 00.0% | Unchanged |