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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 95,124 | $5.68M | 1.86% | −831−0.9% | Reduced |
| Baker Ellis Asset Management LLC | 94,673 | $5.65M | 0.70% | +378+0.4% | Added |
| Cary Street Partners Financial LLC | 94,612 | $5.65M | 0.15% | −3,877−3.9% | Reduced |
| Regions Financial Corp | 94,368 | $5.63M | 0.04% | −3,061−3.1% | Reduced |
| Tufton Capital Management | 93,105 | $5.56M | 0.99% | −70−0.1% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 92,933 | $5.53M | 1.14% | +41,021+79.0% | Added |
| Wesleyan Assurance Society | 92,200 | $5.50M | 0.33% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91,909 | $5.49M | 0.14% | −648−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 91,535 | $5.46M | 0.05% | −57,728−38.7% | Reduced |
| Oregon Public Employees Retirement Fund | 91,379 | $5.46M | 0.07% | +22,511+32.7% | Added |
| Kidder Stephen W | 91,142 | $5.44M | 1.56% | −655−0.7% | Reduced |
| Bank of Nova Scotia | 90,101 | $5.38M | 0.01% | +12,149+15.6% | Added |
| Clifford Swan Investment Counsel LLC | 89,979 | $5.37M | 0.18% | −1,500−1.6% | Reduced |
| American Century Companies Inc | 87,038 | $5.20M | 0.00% | +4,460+5.4% | Added |
| Mutual of America Capital Management LLC | 86,736 | $5.18M | 0.05% | −4,720−5.2% | Reduced |
| Wealthfront Advisers LLC | 86,228 | $5.15M | 0.01% | −4,379−4.8% | Reduced |
| State of Alaska, Department of Revenue | 86,216 | $5.15M | 0.05% | −29,084−25.2% | Reduced |
| American Trust Investment Advisors, LLC | 84,805 | $5.06M | 2.61% | +84,805 | New |
| HM Payson & Co | 84,595 | $5.05M | 0.07% | −2,315−2.7% | Reduced |
| La Banque Postale Asset Management SA | 84,533 | $5.05M | 0.06% | +1,454+1.8% | Added |
| Axxcess Wealth Management, LLC | 84,456 | $5.04M | 0.11% | +5,959+7.6% | Added |
| Quantbot Technologies LP | 83,841 | $5.01M | 0.14% | +64,630+336.4% | Added |
| Pegasus Asset Management, Inc. | 83,681 | $5.00M | 1.60% | +1,258+1.5% | Added |
| OP Asset Management Ltd | 83,634 | $4.99M | 0.07% | +776+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 83,063 | $4.96M | 0.01% | −2,897−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 82,042 | $4.90M | 0.00% | −3,540,958−97.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 81,181 | $4.85M | 0.08% | +5,216+6.9% | Added |
| AdvisorNet Financial, Inc | 81,074 | $4.84M | 0.27% | +4,103+5.3% | Added |
| Quadrature Capital Ltd | 80,953 | $4.83M | 0.06% | +80,953 | New |
| Fayez Sarofim & Co | 79,320 | $4.74M | 0.01% | −620−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 78,703 | $4.70M | 0.03% | +67,805+622.2% | Added |
| Clearbridge Investments, LLC | 77,955 | $4.65M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 77,132 | $4.61M | 0.01% | −18,291−19.2% | Reduced |
| Private Advisor Group, LLC | 76,879 | $4.59M | 0.02% | +96+0.1% | Added |
| Glenmede Investment Management, LP | 76,040 | $4.54M | 0.02% | −2,756−3.5% | Reduced |
| Evoke Wealth, LLC | 75,849 | $4.53M | 0.09% | −3,533−4.5% | Reduced |
| UniSuper Management Pty Ltd | 75,408 | $4.50M | 0.03% | +13,530+21.9% | Added |
| Nordea Investment Management AB | 75,525 | $4.46M | 0.00% | +2,375+3.2% | Added |
| Rafferty Asset Management, LLC | 71,984 | $4.30M | 0.01% | +100.0% | Added |
| Ferguson Wellman Capital Management, Inc | 71,496 | $4.27M | 0.07% | −312−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 70,370 | $4.20M | 0.20% | +70,370 | New |
| Snowden Capital Advisors LLC | 69,526 | $4.15M | 0.11% | +168+0.2% | Added |
| Callan Family Office, LLC | 69,392 | $4.14M | 0.13% | −5,225−7.0% | Reduced |
| Stephens Inc | 68,964 | $4.12M | 0.05% | −701−1.0% | Reduced |
| Wolverine Trading, LLC | 69,214 | $4.09M | 0.08% | +63,974+1,220.9% | Added |
| ASR Vermogensbeheer N.V. | 67,995 | $4.06M | 0.05% | −196−0.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 67,542 | $4.03M | 0.96% | +827+1.2% | Added |
| Candriam Luxembourg S.C.A. | 67,525 | $4.03M | 0.02% | −4,995−6.9% | Reduced |
| USS Investment Management Ltd | 67,207 | $4.01M | 0.02% | +14,247+26.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 67,078 | $4.00M | 0.58% | −666−1.0% | Reduced |
| Benjamin Edwards Inc | 66,901 | $3.99M | 0.05% | −99−0.1% | Reduced |
| Summit Trail Advisors, LLC | 66,158 | $3.95M | 0.05% | +33,712+103.9% | Added |
| Avanza Fonder AB | 66,100 | $3.95M | 0.10% | +10,920+19.8% | Added |
| Family Capital Trust Co | 66,023 | $3.94M | 1.32% | −2,872−4.2% | Reduced |
| Circle Wealth Management, LLC | 65,743 | $3.92M | 0.08% | +769+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.87M | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 64,567 | $3.85M | 0.22% | −4,255−6.2% | Reduced |
| Patten Group, Inc. | 64,432 | $3.85M | 0.75% | +2,281+3.7% | Added |
| Elo Mutual Pension Insurance Co | 64,094 | $3.83M | 0.06% | −13,811−17.7% | Reduced |
| Marshall Wace, LLP | 63,889 | $3.81M | 0.00% | −188,232−74.7% | Reduced |
| Cohen Capital Management, Inc. | 63,634 | $3.80M | 0.59% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 58,264 | $3.80M | 0.08% | +3,157+5.7% | Added |
| Daymark Wealth Partners, LLC | 62,615 | $3.74M | 0.13% | −2,338−3.6% | Reduced |
| Sanctuary Advisors, LLC | 62,252 | $3.72M | 0.02% | −10,821−14.8% | Reduced |
| MAI Capital Management | 61,905 | $3.70M | 0.02% | +14,532+30.7% | Added |
| Tower View Investment Management & Research LLC | 61,780 | $3.69M | 1.91% | +2,050+3.4% | Added |
| LRI Investments, LLC | 61,092 | $3.65M | 0.30% | +3,720+6.5% | Added |
| Spirepoint Private Client, LLC | 60,694 | $3.62M | 0.38% | +51,324+547.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 60,414 | $3.61M | 0.17% | −983−1.6% | Reduced |
| CWM, LLC | 59,940 | $3.58M | 0.01% | −1,959−3.2% | Reduced |
| Harmony Asset Management LLC | 59,486 | $3.55M | 1.22% | +491+0.8% | Added |
| Sargent Investment Group, LLC | 57,760 | $3.45M | 0.49% | +200.0% | Added |
| Sagefield Capital LP | 57,724 | $3.45M | 0.39% | −8,593−13.0% | Reduced |
| RSM US Wealth Management LLC | 56,713 | $3.39M | 0.04% | −3,959−6.5% | Reduced |
| NBT Bank N A | 56,133 | $3.35M | 0.22% | −615−1.1% | Reduced |
| Delaney Dennis R | 56,005 | $3.34M | 1.67% | +1,000+1.8% | Added |
| Gilman Hill Asset Management, LLC | 55,999 | $3.34M | 0.52% | +1,929+3.6% | Added |
| QRG Capital Management, Inc. | 55,805 | $3.33M | 0.04% | −48,232−46.4% | Reduced |
| Notis-McConarty Edward | 55,490 | $3.31M | 1.54% | +1,200+2.2% | Added |
| Canandaigua National Bank & Trust Co | 54,841 | $3.27M | 0.29% | −936−1.7% | Reduced |
| Gabelli Funds LLC | 54,828 | $3.27M | 0.02% | −212,000−79.5% | Reduced |
| Bleakley Financial Group, LLC | 54,745 | $3.27M | 0.08% | −1,575−2.8% | Reduced |
| Silvercrest Asset Management Group LLC | 54,248 | $3.24M | 0.02% | +5,869+12.1% | Added |
| Delta Capital Management LLC | 54,095 | $3.23M | 1.67% | −95−0.2% | Reduced |
| Park Avenue Securities LLC | 54,046 | $3.23M | 0.03% | −1,834−3.3% | Reduced |
| XTX Topco Ltd | 53,982 | $3.22M | 0.17% | +53,982 | New |
| Evercore Wealth Management, LLC | 53,790 | $3.21M | 0.05% | +907+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,757 | $3.21M | 0.01% | −2,033−3.6% | Reduced |
| Caisse des Depots Et Consignations | 53,583 | $3.20M | 0.14% | +947+1.8% | Added |
| Oppenheimer & Co Inc | 53,571 | $3.20M | 0.04% | +224+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 53,425 | $3.19M | 0.01% | +3,900+7.9% | Added |
| JB Capital LLC | 52,975 | $3.16M | 0.14% | −215−0.4% | Reduced |
| Huntington National Bank | 52,644 | $3.14M | 0.02% | −1,827−3.4% | Reduced |
| Dempze Nancy E | 52,641 | $3.14M | 1.73% | +2,563+5.1% | Added |
| Lifeworks Advisors, LLC | 52,589 | $3.14M | 0.42% | +8,110+18.2% | Added |
| Westport Asset Management Inc | 52,400 | $3.13M | 1.30% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52,158 | $3.11M | 0.02% | −752−1.4% | Reduced |
| Brookstone Capital Management | 51,852 | $3.10M | 0.04% | +35,691+220.8% | Added |
| Brasada Capital Management, LP | 52,126 | $3.07M | 0.52% | +2,607+5.3% | Added |
| Elefante Mark B | 51,010 | $3.05M | 1.95% | +6,865+15.6% | Added |