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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 8,807 | $525.8K | 0.02% | −1,244−12.4% | Reduced |
| Sky Investment Group LLC | 8,819 | $526.5K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,820 | $527.0K | 0.01% | −636−6.7% | Reduced |
| Cullinan Associates Inc | 8,900 | $531.3K | 0.03% | −100−1.1% | Reduced |
| Proffitt & Goodson Inc | 8,943 | $533.9K | 0.08% | +299+3.5% | Added |
| Fifth Third Wealth Advisors LLC | 9,061 | $540.9K | 0.02% | −273−2.9% | Reduced |
| Fiduciary Group LLC | 9,077 | $541.9K | 0.05% | −296−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,090 | $542.7K | 0.01% | +2,486+37.6% | Added |
| Polymer Capital Management (HK) LTD | 9,101 | $543.3K | 0.08% | +9,101 | New |
| Hills Bank & Trust Co | 9,120 | $544.5K | 0.03% | +2,923+47.2% | Added |
| Farther Finance Advisors, LLC | 9,125 | $544.8K | 0.01% | −1,818−16.6% | Reduced |
| First Citizens Bank & Trust Co | 9,146 | $546.0K | 0.01% | −448−4.7% | Reduced |
| Arkadios Wealth Advisors | 9,241 | $551.7K | 0.01% | −821−8.2% | Reduced |
| 1st Source Bank | 9,249 | $552.2K | 0.03% | −122−1.3% | Reduced |
| Fidelis Capital Partners, LLC | 9,317 | $556.2K | 0.04% | −104−1.1% | Reduced |
| Carret Asset Management, LLC | 9,406 | $561.6K | 0.05% | −100−1.1% | Reduced |
| Boston Common Asset Management, LLC | 9,472 | $565.5K | 0.02% | −246,655−96.3% | Reduced |
| Ritholtz Wealth Management | 9,475 | $565.6K | 0.01% | +4,936+108.7% | Added |
| GeoWealth Management, LLC | 9,487 | $566.4K | 0.02% | −842−8.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $566.4K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 9,718 | $580.2K | 0.02% | +13+0.1% | Added |
| Rialto Wealth Management, LLC | 9,743 | $581.7K | 0.15% | −20−0.2% | Reduced |
| Busey Wealth Management | 9,822 | $586.4K | 0.02% | −189−1.9% | Reduced |
| Simplex Trading, LLC | 9,859 | $588.0K | 0.01% | +9,859 | New |
| Sound View Wealth Advisors Group, LLC | 9,870 | $589.2K | 0.04% | −964−8.9% | Reduced |
| Laurel Wealth Advisors LLC | 9,885 | $590.1K | 0.08% | +25+0.3% | Added |
| Burns J W & Co Inc | 9,897 | $590.9K | 0.07% | −758−7.1% | Reduced |
| Moody National Bank Trust Division | 9,933 | $593.0K | 0.05% | +627+6.7% | Added |
| Brighton Jones LLC | 9,974 | $595.4K | 0.01% | +244+2.5% | Added |
| Gifford Fong Associates | 10,000 | $597.0K | 0.13% | 00.0% | Unchanged |
| Simmons Bank | 10,017 | $598.0K | 0.04% | −435−4.2% | Reduced |
| First Western Trust Bank | 10,018 | $598.1K | 0.03% | 00.0% | Unchanged |
| Connable Office Inc | 10,062 | $600.7K | 0.06% | +375+3.9% | Added |
| Global Retirement Partners, LLC | 10,168 | $607.0K | 0.01% | +4,461+78.2% | Added |
| Rockland Trust Co | 10,181 | $607.8K | 0.02% | +2,643+35.1% | Added |
| Bull Street Advisors, LLC | 10,176 | $608.0K | 0.28% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,187 | $608.2K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10,206 | $609.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10,269 | $613.1K | 0.07% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 10,307 | $615.3K | 0.02% | +5,266+104.5% | Added |
| Ledyard National Bank | 10,355 | $618.2K | 0.06% | −313−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 10,368 | $619.0K | 0.01% | −95,710−90.2% | Reduced |
| FSM Wealth Advisors, LLC | 10,429 | $622.6K | 0.09% | +144+1.4% | Added |
| Signature Estate & Investment Advisors LLC | 10,434 | $622.9K | 0.01% | −1,025−8.9% | Reduced |
| Tandem Financial, LLC | 10,442 | $623.4K | 0.23% | −1,184−10.2% | Reduced |
| Independent Advisor Alliance | 10,482 | $625.8K | 0.02% | −679−6.1% | Reduced |
| RMB Capital Management, LLC | 10,498 | $626.7K | 0.01% | −1,363−11.5% | Reduced |
| Milestone Asset Management Group, LLC | 10,552 | $629.9K | 0.40% | −193−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 10,610 | $633.4K | 0.29% | +10,610 | New |
| Investment Advisory Services Inc | 10,622 | $634.1K | 0.20% | −848−7.4% | Reduced |
| RFG Advisory, LLC | 10,647 | $635.6K | 0.01% | −1,051−9.0% | Reduced |
| BAM Wealth Management, LLC | 10,680 | $637.6K | 0.49% | +10,680 | New |
| Beck Mack & Oliver LLC | 10,694 | $638.4K | 0.01% | +965+9.9% | Added |
| Riverwater Partners LLC | 10,722 | $640.1K | 0.27% | +1,153+12.0% | Added |
| Resonant Capital Advisors, LLC | 10,774 | $643.2K | 0.04% | −92−0.8% | Reduced |
| AE Wealth Management LLC | 10,784 | $643.8K | 0.00% | −239−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 10,853 | $647.9K | 0.01% | +226+2.1% | Added |
| IHT Wealth Management, LLC | 10,864 | $648.6K | 0.02% | −196−1.8% | Reduced |
| AlphaCore Capital LLC | 10,922 | $652.0K | 0.02% | −1,301−10.6% | Reduced |
| Washington Trust Co | 10,944 | $653.4K | 0.02% | +4,396+67.1% | Added |
| Great Diamond Partners, LLC | 11,012 | $657.4K | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 11,069 | $660.8K | 0.17% | −17−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,158 | $666.1K | 0.04% | +471+4.4% | Added |
| Guggenheim Capital LLC | 11,170 | $666.8K | 0.00% | +1,267+12.8% | Added |
| Private Trust Co NA | 11,218 | $669.7K | 0.06% | +144+1.3% | Added |
| Mather Group, LLC. | 11,238 | $670.9K | 0.01% | +501+4.7% | Added |
| Baldwin Investment Management, LLC | 11,240 | $671.0K | 0.08% | 00.0% | Unchanged |
| Scotia Capital Inc. | 11,243 | $671.2K | 0.00% | −18−0.2% | Reduced |
| Forum Financial Management, LP | 11,250 | $671.6K | 0.01% | +2,084+22.7% | Added |
| Dover Advisors, LLC | 11,312 | $675.3K | 0.27% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 11,433 | $682.6K | 0.31% | +8+0.1% | Added |
| Allred Capital Management, LLC | 11,503 | $686.8K | 0.24% | +255+2.3% | Added |
| Naples Global Advisors, LLC | 11,525 | $688.0K | 0.05% | +2,020+21.3% | Added |
| Tower Bridge Advisors | 11,534 | $688.6K | 0.07% | −575−4.7% | Reduced |
| Columbia Asset Management | 11,576 | $691.1K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,595 | $692.2K | 0.00% | +5,065+77.6% | Added |
| Nicolet Bankshares Inc | 11,628 | $694.2K | 0.11% | +4,641+66.4% | Added |
| International Assets Investment Management, LLC | 9,357 | $695.2K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 11,708 | $698.9K | 0.02% | −50−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 11,733 | $700.5K | 0.03% | +741+6.7% | Added |
| Rehmann Capital Advisory Group | 11,848 | $707.3K | 0.04% | −235−1.9% | Reduced |
| Sawgrass Asset Management LLC | 12,000 | $716.4K | 0.09% | +356+3.1% | Added |
| Meridian Management Co | 12,000 | $716.4K | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,002 | $716.5K | 0.04% | −2,494−17.2% | Reduced |
| Umb Bank N A | 12,012 | $717.1K | 0.01% | −910−7.0% | Reduced |
| City Holding Co | 12,241 | $730.8K | 0.09% | −1,510−11.0% | Reduced |
| Plato Investment Management Ltd | 12,349 | $731.6K | 0.05% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 12,320 | $735.5K | 0.01% | +12,320 | New |
| Ingalls & Snyder LLC | 12,405 | $741.0K | 0.02% | −510−3.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 12,422 | $741.6K | 0.07% | −14,209−53.4% | Reduced |
| StoneX Group Inc. | 12,470 | $744.5K | 0.03% | −148−1.2% | Reduced |
| Benedict Financial Advisors Inc | 12,486 | $745.4K | 0.16% | +20+0.2% | Added |
| Valeo Financial Advisors, LLC | 12,534 | $748.3K | 0.02% | −812−6.1% | Reduced |
| Compass Wealth Management LLC | 12,550 | $749.2K | 0.17% | +2,000+19.0% | Added |
| Means Investment Co., Inc. | 12,605 | $752.5K | 0.07% | −12−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 12,614 | $753.1K | 0.02% | −161−1.3% | Reduced |
| Werlinich Asset Management, LLC | 12,623 | $753.6K | 0.37% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12,633 | $754.2K | 0.32% | +7,849+164.1% | Added |
| SRS Capital Advisors, Inc. | 12,681 | $757.1K | 0.01% | +4,668+58.3% | Added |
| Montag A & Associates Inc | 12,697 | $758.0K | 0.03% | −58−0.5% | Reduced |