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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 12,726 | $759.7K | 0.05% | +156+1.2% | Added |
| Brendel Financial Advisors LLC | 12,743 | $760.8K | 0.39% | −445−3.4% | Reduced |
| Rossmore Private Capital | 12,757 | $761.6K | 0.08% | +300+2.4% | Added |
| Excalibur Management Corp | 12,786 | $763.3K | 0.28% | −300−2.3% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $763.4K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,787 | $763.4K | 0.03% | −44−0.3% | Reduced |
| Curated Wealth Partners LLC | 12,800 | $764.2K | 0.09% | −124−1.0% | Reduced |
| Estabrook Capital Management | 12,827 | $765.8K | 0.11% | −285−2.2% | Reduced |
| Medallion Wealth Advisors, LLC | 12,835 | $766.3K | 0.27% | −254−1.9% | Reduced |
| Freestone Capital Holdings, LLC | 12,866 | $768.1K | 0.02% | +984+8.3% | Added |
| Texas Bank & Trust Co | 12,876 | $768.7K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 12,882 | $769.0K | 0.02% | +4,808+59.5% | Added |
| Soltis Investment Advisors LLC | 12,910 | $770.7K | 0.05% | −188−1.4% | Reduced |
| Hilltop Holdings Inc. | 12,961 | $773.7K | 0.04% | −82−0.6% | Reduced |
| Harbor Advisors LLC | 13,000 | $776.1K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,006 | $776.5K | 0.07% | −132−1.0% | Reduced |
| Nautilus Advisors LLC | 13,034 | $778.1K | 0.52% | +2,582+24.7% | Added |
| Rexford Capital Inc | 13,073 | $780.5K | 0.60% | +111+0.9% | Added |
| Tower Trust & Investment Co | 13,079 | $780.8K | 0.53% | +272+2.1% | Added |
| Canada Post Corp Registered Pension Plan | 13,214 | $781.3K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 13,094 | $781.7K | 0.41% | −370−2.7% | Reduced |
| Charter Trust Co | 13,128 | $783.7K | 0.05% | −303−2.3% | Reduced |
| Everett Harris & Co | 13,152 | $785.2K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,178 | $786.7K | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 13,184 | $787.1K | 0.00% | −159,883−92.4% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $787.4K | 0.08% | +13,211 | New |
| Coldstream Capital Management Inc | 13,201 | $788.1K | 0.01% | −941−6.7% | Reduced |
| Flputnam Investment Management Co | 13,311 | $794.7K | 0.01% | −56−0.4% | Reduced |
| Valley Brook Capital Group | 13,318 | $795.1K | 0.53% | −50−0.4% | Reduced |
| Waterford Advisors, LLC | 13,381 | $798.8K | 0.28% | +12,073+923.0% | Added |
| Mesirow Financial Investment Management, Inc. | 13,404 | $800.2K | 0.01% | −1,096−7.6% | Reduced |
| NewEdge Wealth, LLC | 14,175 | $805.9K | 0.01% | +3,316+30.5% | Added |
| Cornerstone National Bank & Trust Co | 13,518 | $807.0K | 0.33% | +186+1.4% | Added |
| Prudential PLC | 13,699 | $817.8K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,725 | $819.4K | 0.01% | +3,516+34.4% | Added |
| Sigma Planning Corp | 13,839 | $826.2K | 0.02% | +210+1.5% | Added |
| Leonteq Securities AG | 13,984 | $834.8K | 0.04% | +6,859+96.3% | Added |
| Shell Asset Management Co | 13,982 | $835.0K | 0.08% | −10,178−42.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,150 | $844.7K | 0.01% | −159−1.1% | Reduced |
| HBK Sorce Advisory LLC | 14,867 | $850.6K | 0.02% | +1,067+7.7% | Added |
| Lakewood Asset Management LLC | 14,279 | $852.4K | 0.52% | −119−0.8% | Reduced |
| Ar Asset Management Inc | 14,300 | $854.0K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 14,341 | $856.2K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,576 | $870.2K | 0.01% | −11−0.1% | Reduced |
| Quotient Wealth Partners, LLC | 14,605 | $871.9K | 0.02% | −50−0.3% | Reduced |
| Banque Transatlantique SA | 14,697 | $876.5K | 0.02% | −155−1.0% | Reduced |
| Vestcor Inc | 14,728 | $879.0K | 0.03% | −1,848−11.1% | Reduced |
| NorthRock Partners, LLC | 14,743 | $880.2K | 0.02% | −2,583−14.9% | Reduced |
| Westhampton Capital, LLC | 14,832 | $885.5K | 0.43% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 14,867 | $887.6K | 0.09% | +14,867 | New |
| Marble Harbor Investment Counsel, LLC | 14,930 | $891.3K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 15,102 | $901.6K | 0.25% | −115−0.8% | Reduced |
| Caldwell Trust Co | 15,108 | $901.9K | 0.08% | −500−3.2% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $904.5K | 0.55% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 15,255 | $910.7K | 0.16% | +15,255 | New |
| Lipe & Dalton | 15,273 | $912.0K | 0.45% | −314−2.0% | Reduced |
| MUFG Securities EMEA plc | 15,312 | $914.1K | 0.02% | +12,956+549.9% | Added |
| MJP Associates Inc | 15,441 | $921.8K | 0.12% | −428−2.7% | Reduced |
| Summit Financial, LLC | 15,665 | $935.2K | 0.01% | +15,665 | New |
| Horizon Investments, LLC | 15,980 | $950.3K | 0.01% | −1,104−6.5% | Reduced |
| Tema ETFs LLC | 15,939 | $951.6K | 0.08% | +15,939 | New |
| Kingsview Wealth Management, LLC | 16,132 | $963.1K | 0.01% | −978−5.7% | Reduced |
| Raiffeisen Bank International AG | 16,303 | $964.0K | 0.01% | +7,087+76.9% | Added |
| Kraematon Investment Advisors, Inc | 16,259 | $970.6K | 0.83% | −66−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 16,441 | $981.5K | 0.01% | −73−0.4% | Reduced |
| Eastern Bank | 16,481 | $983.9K | 0.02% | −56−0.3% | Reduced |
| Crestwood Advisors Group LLC | 16,495 | $984.8K | 0.02% | −163−1.0% | Reduced |
| Edgestream Partners, L.P. | 16,566 | $989.0K | 0.03% | −13,565−45.0% | Reduced |
| Wendell David Associates Inc | 16,663 | $995.0K | 0.10% | −440−2.6% | Reduced |
| Wellington Management Group LLP | 16,686 | $996.2K | 0.00% | −107,140−86.5% | Reduced |
| David Loasby | 16,909 | $1.00M | 0.08% | +1,391+9.0% | Added |
| Schnieders Capital Management, LLC. | 16,767 | $1.00M | 0.18% | +16,767 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 16,777 | $1.00M | 0.00% | +7,608+83.0% | Added |
| Aureus Asset Management, LLC | 16,820 | $1.00M | 0.07% | −9,809−36.8% | Reduced |
| Everence Capital Management Inc | 16,841 | $1.00M | 0.06% | −5,339−24.1% | Reduced |
| Romano Brothers and Company | 16,857 | $1.01M | 0.12% | −125−0.7% | Reduced |
| Pictet & Cie (Europe) SA | 16,898 | $1.01M | 0.02% | 00.0% | Unchanged |
| Groupe la Francaise | 17,239 | $1.01M | 0.01% | +17,066+9,864.7% | Added |
| Warren Averett Asset Management, LLC | 17,002 | $1.01M | 0.01% | −332−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 17,009 | $1.02M | 0.01% | +393+2.4% | Added |
| ICW Investment Advisors LLC | 17,018 | $1.02M | 0.37% | +1,112+7.0% | Added |
| Salem Investment Counselors Inc | 17,053 | $1.02M | 0.03% | −105−0.6% | Reduced |
| Lazard Asset Management LLC | 17,163 | $1.02M | 0.00% | −14,031−45.0% | Reduced |
| Home Federal Bank of Tennessee | 17,322 | $1.03M | 0.28% | −100−0.6% | Reduced |
| Diversified Trust Co | 17,444 | $1.04M | 0.02% | +194+1.1% | Added |
| Signaturefd, LLC | 17,702 | $1.06M | 0.02% | −709−3.9% | Reduced |
| Little House Capital LLC | 17,763 | $1.06M | 0.24% | −154−0.9% | Reduced |
| First Manhattan Co | 17,856 | $1.07M | 0.00% | −519−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 17,939 | $1.07M | 0.01% | +6,854+61.8% | Added |
| Patten & Patten Inc | 18,124 | $1.08M | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18,192 | $1.09M | 0.03% | −1,475−7.5% | Reduced |
| Quest Partners LLC | 18,241 | $1.09M | 0.07% | +9,277+103.5% | Added |
| V-Square Quantitative Management LLC | 18,344 | $1.10M | 0.18% | +582+3.3% | Added |
| Stoneridge Investment Partners LLC | 18,399 | $1.10M | 0.75% | +18,399 | New |
| Cascade Investment Advisors, Inc. | 18,433 | $1.10M | 0.67% | +715+4.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,768 | $1.12M | 0.03% | +875+4.9% | Added |
| Sequoia Financial Advisors, LLC | 18,948 | $1.13M | 0.01% | −519−2.7% | Reduced |
| Dakota Wealth Management | 18,994 | $1.13M | 0.02% | −9,088−32.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 19,028 | $1.14M | 0.04% | +5,588+41.6% | Added |