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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 6,406 | $382.4K | 0.01% | −172−2.6% | Reduced |
| Sciencast Management LP | 6,414 | $382.9K | 0.07% | −36,997−85.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $383.3K | 0.06% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 6,463 | $385.0K | 0.05% | +6,463 | New |
| TCTC Holdings, LLC | 6,500 | $388.1K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 6,518 | $389.1K | 0.01% | +396+6.5% | Added |
| SCS Capital Management LLC | 6,540 | $390.4K | 0.00% | −7−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 6,560 | $391.6K | 0.04% | +1,000+18.0% | Added |
| General Partner, Inc. | 6,583 | $393.0K | 0.22% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,588 | $393.3K | 0.01% | +55+0.8% | Added |
| Basepoint Wealth LLC | 6,598 | $393.9K | 0.28% | +505+8.3% | Added |
| Red Door Wealth Management, LLC | 6,607 | $394.5K | 0.04% | −136−2.0% | Reduced |
| Manning & Napier Advisors LLC | 6,611 | $394.7K | 0.01% | −80−1.2% | Reduced |
| First Bank & Trust | 6,623 | $395.4K | 0.07% | +84+1.3% | Added |
| Americana Partners, LLC | 6,637 | $396.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $397.0K | 0.06% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $397.3K | 0.13% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $397.6K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $397.8K | 0.21% | 00.0% | Unchanged |
| Farmers National Bank | 6,700 | $400.0K | 0.09% | −90−1.3% | Reduced |
| NTV Asset Management LLC | 6,701 | $400.1K | 0.04% | −585−8.0% | Reduced |
| Farmers Trust Co | 6,713 | $400.8K | 0.07% | +63+0.9% | Added |
| Haverford Trust Co | 6,745 | $402.7K | 0.00% | −842−11.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,756 | $403.3K | 0.01% | +516+8.3% | Added |
| First City Capital Management, Inc. | 6,779 | $404.7K | 0.22% | −33−0.5% | Reduced |
| Bailard, Inc. | 6,783 | $404.9K | 0.01% | −16−0.2% | Reduced |
| Boston Family Office LLC | 6,800 | $406.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6,802 | $406.1K | 0.07% | −23−0.3% | Reduced |
| Blueshift Asset Management, LLC | 6,808 | $406.4K | 0.13% | +2,247+49.3% | Added |
| Acropolis Investment Management, LLC | 5,573 | $407.9K | 0.02% | +1,949+53.8% | Added |
| Equitable Holdings, Inc. | 6,845 | $408.6K | 0.00% | +1,516+28.4% | Added |
| Ieq Capital, LLC | 6,888 | $411.2K | 0.00% | −22,908−76.9% | Reduced |
| Mengis Capital Management, Inc. | 6,901 | $412.0K | 0.08% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,904 | $412.2K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,910 | $412.5K | 0.06% | +468+7.3% | Added |
| Malaga Cove Capital, LLC | 6,948 | $414.8K | 0.15% | +400+6.1% | Added |
| Rothschild Investment LLC | 6,976 | $416.5K | 0.02% | +690+11.0% | Added |
| Los Angeles Capital Management LLC | 7,030 | $419.7K | 0.00% | −194,227−96.5% | Reduced |
| State of Wyoming | 7,058 | $421.4K | 0.05% | +4,416+167.1% | Added |
| Atomi Financial Group, Inc. | 7,063 | $421.7K | 0.01% | −141−2.0% | Reduced |
| Webster Bank, N. A. | 7,081 | $422.7K | 0.04% | −580−7.6% | Reduced |
| Intact Investment Management Inc. | 7,100 | $423.9K | 0.01% | +7,100 | New |
| Savvy Advisors, Inc. | 7,104 | $424.1K | 0.02% | +2,471+53.3% | Added |
| Old National Bancorp | 7,115 | $424.8K | 0.01% | +497+7.5% | Added |
| Foundations Investment Advisors, LLC | 7,136 | $426.0K | 0.01% | −76−1.1% | Reduced |
| Exencial Wealth Advisors, LLC | 7,148 | $426.7K | 0.01% | −253−3.4% | Reduced |
| PFG Investments, LLC | 7,167 | $427.9K | 0.02% | +356+5.2% | Added |
| St Germain D J Co Inc | 7,169 | $428.0K | 0.02% | −67−0.9% | Reduced |
| LVW Advisors, LLC | 7,179 | $428.6K | 0.04% | +21+0.3% | Added |
| Great Valley Advisor Group, Inc. | 7,239 | $432.6K | 0.01% | +97+1.4% | Added |
| Pitcairn Co | 7,267 | $433.8K | 0.03% | −3,559−32.9% | Reduced |
| Fruth Investment Management | 7,281 | $434.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,292 | $435.3K | 0.01% | −233−3.1% | Reduced |
| Montecito Bank & Trust | 7,322 | $437.1K | 0.07% | +7,322 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,656 | $437.3K | 0.00% | −428−5.3% | Reduced |
| Cardinal Point Capital Management, ULC | 7,360 | $439.4K | 0.03% | +800+12.2% | Added |
| Shelton Capital Management | 7,376 | $440.3K | 0.01% | −87,911−92.3% | Reduced |
| Piscataqua Savings Bank | 7,379 | $440.5K | 0.34% | −81−1.1% | Reduced |
| Fortune Financial Advisors, LLC | 7,435 | $443.9K | 0.33% | −131−1.7% | Reduced |
| Bard Financial Services, Inc. | 7,445 | $444.5K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,607 | $454.1K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 7,632 | $455.6K | 0.03% | −50−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,634 | $455.7K | 0.02% | −138−1.8% | Reduced |
| Strategic Planning, Inc. | 7,637 | $455.9K | 0.26% | +26+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,739 | $462.0K | 0.05% | −277−3.5% | Reduced |
| Erste Asset Management GmbH | 7,841 | $463.6K | 0.00% | −8,668−52.5% | Reduced |
| Financial Perspectives, Inc | 7,773 | $464.1K | 0.13% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,790 | $465.1K | 0.02% | +1,220+18.6% | Added |
| Meridian Wealth Management, LLC | 7,805 | $466.0K | 0.02% | +1,250+19.1% | Added |
| Riggs Asset Managment Co. Inc. | 7,899 | $471.6K | 0.10% | +4,979+170.5% | Added |
| Mission Wealth Management, LP | 7,902 | $471.7K | 0.01% | +68+0.9% | Added |
| Cigna Investments Inc | 7,902 | $472.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,128 | $473.8K | 0.03% | −1,221−13.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,997 | $477.4K | 0.03% | −1,194−13.0% | Reduced |
| CFO4Life Group, LLC | 8,001 | $477.7K | 0.07% | +85+1.1% | Added |
| Level Four Advisory Services, LLC | 8,068 | $481.7K | 0.02% | +3,330+70.3% | Added |
| Rodgers Brothers Inc. | 8,113 | $484.4K | 0.06% | +20.0% | Added |
| Smartleaf Asset Management LLC | 8,194 | $484.5K | 0.03% | +3,684+81.7% | Added |
| Trust Co of Virginia | 8,121 | $484.8K | 0.04% | −67−0.8% | Reduced |
| Boothbay Fund Management, LLC | 8,140 | $486.0K | 0.01% | +8,140 | New |
| Pointe Capital Management LLC | 8,223 | $490.9K | 0.24% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,283 | $494.5K | 0.01% | +62+0.8% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $494.6K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,308 | $496.0K | 0.01% | +116+1.4% | Added |
| KG&L Capital Management,LLC | 8,950 | $497.4K | 0.14% | +130+1.5% | Added |
| Pine Valley Investments Ltd Liability Co | 8,396 | $501.2K | 0.03% | +23+0.3% | Added |
| Country Club Bank | 8,481 | $501.5K | 0.03% | +23+0.3% | Added |
| Bokf, NA | 8,450 | $504.5K | 0.01% | +1,096+14.9% | Added |
| Ascent Group, LLC | 8,450 | $504.5K | 0.02% | −3,000−26.2% | Reduced |
| Pensionmark Financial Group, LLC | 8,517 | $508.4K | 0.01% | +199+2.4% | Added |
| River Wealth Advisors LLC | 8,547 | $510.3K | 0.06% | −56−0.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,554 | $510.7K | 0.15% | +12+0.1% | Added |
| Drexel Morgan & Co. | 8,578 | $512.1K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $513.4K | 0.14% | 00.0% | Unchanged |
| Syon Capital LLC | 8,602 | $513.5K | 0.03% | +865+11.2% | Added |
| Integrity Alliance, LLC. | 8,603 | $513.6K | 0.02% | +783+10.0% | Added |
| Virtue Capital Management, LLC | 1,077 | $513.9K | 0.11% | −4,529−80.8% | Reduced |
| Boyd Watterson Asset Management LLC | 8,705 | $519.7K | 0.15% | −336−3.7% | Reduced |
| Skopos Labs, Inc. | 7,090 | $522.3K | 0.07% | −205−2.8% | Reduced |
| Fishman Jay A Ltd | 8,800 | $525.4K | 0.05% | 00.0% | Unchanged |