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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 50,034 | $2.99M | 0.03% | +2,550+5.4% | Added |
| Kentucky Retirement Systems | 49,809 | $2.97M | 0.08% | −3,952−7.4% | Reduced |
| New England Research & Management, Inc. | 49,550 | $2.96M | 1.36% | +4,975+11.2% | Added |
| Aigen Investment Management, LP | 49,102 | $2.93M | 0.45% | +23,615+92.7% | Added |
| Heritage Investors Management Corp | 48,265 | $2.88M | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 47,595 | $2.84M | 0.13% | −1,396−2.8% | Reduced |
| Hartford Investment Management Co | 46,891 | $2.80M | 0.08% | −1,256−2.6% | Reduced |
| Norinchukin Bank, The | 46,151 | $2.76M | 0.04% | +459+1.0% | Added |
| YHB Investment Advisors, Inc. | 45,685 | $2.73M | 0.20% | −305−0.7% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.73M | 0.09% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 45,192 | $2.70M | 1.04% | −66,488−59.5% | Reduced |
| Entropy Technologies, LP | 44,814 | $2.68M | 0.20% | +44,814 | New |
| Venture Visionary Partners LLC | 44,517 | $2.66M | 0.09% | +30.0% | Added |
| Atria Investments LLC | 44,362 | $2.65M | 0.03% | +442+1.0% | Added |
| Hancock Whitney Corp | 43,707 | $2.61M | 0.05% | +1,180+2.8% | Added |
| Crossmark Global Holdings, Inc. | 43,004 | $2.57M | 0.04% | −150.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,007 | $2.57M | 0.05% | +2,744+6.8% | Added |
| Savant Capital, LLC | 42,800 | $2.56M | 0.02% | −2,264−5.0% | Reduced |
| Louisiana State Employees Retirement System | 42,000 | $2.51M | 0.04% | −100−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 41,827 | $2.50M | 0.05% | +502+1.2% | Added |
| Arete Wealth Advisors, LLC | 41,580 | $2.48M | 0.16% | +80+0.2% | Added |
| Monarch Capital Management Inc | 41,361 | $2.47M | 0.61% | +2,245+5.7% | Added |
| Merit Financial Group, LLC | 41,027 | $2.45M | 0.02% | −5,086−11.0% | Reduced |
| Bensler, LLC | 40,439 | $2.41M | 0.25% | +979+2.5% | Added |
| Argent Trust Co | 40,394 | $2.41M | 0.09% | −3,771−8.5% | Reduced |
| Essex Financial Services, Inc. | 40,337 | $2.41M | 0.14% | −777−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 40,217 | $2.40M | 0.08% | −824−2.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.39M | 0.59% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 39,794 | $2.38M | 0.05% | +572+1.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 32,401 | $2.37M | 0.12% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 39,252 | $2.34M | 0.05% | −46,324−54.1% | Reduced |
| Dearborn Partners LLC | 39,241 | $2.34M | 0.11% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 39,066 | $2.33M | 0.03% | −556−1.4% | Reduced |
| Generali Asset Management SPA SGR | 39,044 | $2.33M | 0.05% | +1,877+5.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,894 | $2.32M | 0.02% | +4,490+13.1% | Added |
| Evelyn Partners Investment Management LLP | 38,815 | $2.32M | 0.07% | +5,025+14.9% | Added |
| HB Wealth Management, LLC | 38,639 | $2.31M | 0.02% | +2,113+5.8% | Added |
| Securian Asset Management, Inc | 38,625 | $2.31M | 0.06% | −3,059−7.3% | Reduced |
| Brinker Capital Investments, LLC | 38,612 | $2.31M | 0.02% | +1,424+3.8% | Added |
| Kovitz Investment Group Partners, LLC | 38,596 | $2.30M | 0.01% | −1,793−4.4% | Reduced |
| PEAK6 LLC | 38,458 | $2.30M | 0.06% | −86,726−69.3% | Reduced |
| Poehling Capital Management, LLC | 38,390 | $2.29M | 0.48% | −70.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,611 | $2.25M | 0.06% | −871−2.3% | Reduced |
| Blue Square Asset Management, LLC | 37,490 | $2.24M | 0.98% | +343+0.9% | Added |
| Siemens Fonds Invest GmbH | 37,483 | $2.24M | 0.12% | −1,754−4.5% | Reduced |
| Allianz Asset Management GmbH | 37,314 | $2.23M | 0.00% | −18,719−33.4% | Reduced |
| Trust Co of Vermont | 36,931 | $2.20M | 0.10% | −326−0.9% | Reduced |
| North Star Investment Management Corp. | 36,873 | $2.20M | 0.14% | +1,050+2.9% | Added |
| Beacon Pointe Advisors, LLC | 36,797 | $2.20M | 0.02% | −5,435−12.9% | Reduced |
| Investment Management Corp of Ontario | 36,262 | $2.16M | 0.03% | +17,248+90.7% | Added |
| Allianz SE | 36,084 | $2.15M | 0.05% | −4,610−11.3% | Reduced |
| New Mexico Educational Retirement Board | 36,017 | $2.15M | 0.07% | −3,000−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 35,940 | $2.14M | 0.01% | +568+1.6% | Added |
| AMG National Trust Bank | 35,754 | $2.13M | 0.05% | −7,000−16.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 35,661 | $2.13M | 0.50% | −66,993−65.3% | Reduced |
| Concurrent Investment Advisors, LLC | 35,373 | $2.11M | 0.04% | −151−0.4% | Reduced |
| DRW Securities, LLC | 35,100 | $2.10M | 0.11% | +31,700+932.4% | Added |
| Delta Financial Advisors LLC | 35,105 | $2.10M | 0.59% | −64−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,153 | $2.09M | 0.01% | +3,550+11.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,940 | $2.09M | 0.04% | −22,498−39.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 34,604 | $2.06M | 0.00% | −1,473−4.1% | Reduced |
| Liberty Capital Management, Inc. | 34,396 | $2.05M | 0.39% | +6,146+21.8% | Added |
| Whittier Trust Co | 34,230 | $2.04M | 0.02% | −184−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 34,039 | $2.03M | 0.01% | −1,986−5.5% | Reduced |
| Value Partners Investments Inc. | 33,753 | $2.01M | 0.16% | +382+1.1% | Added |
| Metis Global Partners, LLC | 33,494 | $2.00M | 0.05% | −1,726−4.9% | Reduced |
| Oak Thistle LLC | 33,260 | $1.99M | 0.30% | +33,260 | New |
| Perigon Wealth Management, LLC | 33,254 | $1.99M | 0.04% | +2,445+7.9% | Added |
| Terra Alpha Investments LLC | 33,073 | $1.97M | 2.01% | +33,073 | New |
| Lee Danner & Bass Inc | 32,848 | $1.96M | 0.14% | −1,745−5.0% | Reduced |
| Two Sigma Investments, LP | 32,588 | $1.95M | 0.00% | −24,737−43.2% | Reduced |
| Mfg Wealth Management, Inc. | 32,402 | $1.93M | 1.46% | −3,255−9.1% | Reduced |
| Boston Partners | 32,388 | $1.93M | 0.00% | +32,388 | New |
| Cresset Asset Management, LLC | 32,347 | $1.93M | 0.01% | −61−0.2% | Reduced |
| Thrivent Financial for Lutherans | 32,258 | $1.93M | 0.00% | −6,604−17.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 31,668 | $1.89M | 0.00% | −137−0.4% | Reduced |
| Cunning Capital Partners, LP | 31,613 | $1.89M | 0.87% | 00.0% | Unchanged |
| Aurora Investment Counsel | 30,955 | $1.85M | 0.97% | −199−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 30,725 | $1.83M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 30,671 | $1.83M | 0.01% | +13,124+74.8% | Added |
| Richard Bernstein Advisors LLC | 30,260 | $1.81M | 0.05% | −32,156−51.5% | Reduced |
| Landscape Capital Management, L.L.C. | 30,211 | $1.80M | 0.11% | +15,925+111.5% | Added |
| Tiaa Trust, National Association | 29,668 | $1.77M | 0.00% | +127+0.4% | Added |
| Vinva Investment Management Ltd | 29,846 | $1.76M | 0.04% | −69,996−70.1% | Reduced |
| Empirical Finance, LLC | 29,483 | $1.76M | 0.08% | +256+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 29,432 | $1.76M | 0.02% | +614+2.1% | Added |
| Nomura Holdings Inc | 29,352 | $1.75M | 0.01% | +2,584+9.7% | Added |
| AXA Investment Managers S.A. | 29,226 | $1.74M | 0.00% | +29,226 | New |
| Kestra Private Wealth Services, LLC | 29,184 | $1.74M | 0.02% | +2,028+7.5% | Added |
| Cornerstone Advisors, LLC | 28,900 | $1.73M | 0.06% | 00.0% | Unchanged |
| Woodline Partners LP | 28,875 | $1.72M | 0.01% | −302,548−91.3% | Reduced |
| Omers Administration Corp | 28,799 | $1.72M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 28,560 | $1.71M | 0.02% | +8,323+41.1% | Added |
| Meiji Yasuda Life Insurance Co | 28,455 | $1.70M | 0.05% | −1,892−6.2% | Reduced |
| Numerai GP LLC | 28,256 | $1.69M | 0.24% | +28,256 | New |
| Principal Securities, Inc. | 28,076 | $1.68M | 0.03% | −265−0.9% | Reduced |
| Souders Financial Advisors | 27,928 | $1.67M | 0.20% | −1,649−5.6% | Reduced |
| Miracle Mile Advisors, LLC | 27,861 | $1.66M | 0.02% | +1,372+5.2% | Added |
| HighPoint Advisor Group LLC | 27,633 | $1.65M | 0.08% | −289−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $1.65M | 0.09% | 00.0% | Unchanged |