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 |
|---|---|---|---|---|---|
| Barden Capital Management, Inc. | 27,585 | $1.65M | 1.37% | +126+0.5% | Added |
| Advisory Services Network, LLC | 27,301 | $1.63M | 0.02% | −702−2.5% | Reduced |
| Van Hulzen Asset Management, LLC | 27,232 | $1.63M | 0.12% | +58+0.2% | Added |
| Hartline Investment Corp | 27,058 | $1.62M | 0.17% | −56,924−67.8% | Reduced |
| Johnson Investment Counsel Inc | 27,016 | $1.61M | 0.01% | −814−2.9% | Reduced |
| Allstate Corp | 26,831 | $1.60M | 0.04% | +26,831 | New |
| J. Safra Sarasin Holding AG | 26,678 | $1.59M | 0.03% | −332,905−92.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,636 | $1.59M | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 26,532 | $1.58M | 0.13% | −119−0.4% | Reduced |
| Nia Impact Advisors, LLC | 26,206 | $1.56M | 0.51% | −20−0.1% | Reduced |
| Mutual Advisors, LLC | 27,351 | $1.56M | 0.03% | +15,188+124.9% | Added |
| Bessemer Group Inc | 26,115 | $1.56M | 0.00% | −5,652−17.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.55M | 0.17% | 00.0% | Unchanged |
| Glenview Trust Co | 25,980 | $1.55M | 0.02% | −1,683−6.1% | Reduced |
| IMA Wealth, Inc. | 25,879 | $1.54M | 0.16% | −732−2.8% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.54M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 25,496 | $1.52M | 0.02% | +61+0.2% | Added |
| Principle Wealth Partners LLC | 25,377 | $1.52M | 0.09% | +178+0.7% | Added |
| FineMark National Bank & Trust | 25,344 | $1.51M | 0.05% | −776−3.0% | Reduced |
| Trueblood Wealth Management, LLC | 25,174 | $1.50M | 0.59% | +649+2.6% | Added |
| Trust Co of Toledo NA | 24,679 | $1.47M | 0.15% | +1,372+5.9% | Added |
| TD Private Client Wealth LLC | 24,634 | $1.47M | 0.03% | +1,696+7.4% | Added |
| Moors & Cabot, Inc. | 24,544 | $1.47M | 0.06% | −1,132−4.4% | Reduced |
| Crews Bank & Trust | 24,459 | $1.46M | 0.21% | +145+0.6% | Added |
| Two Sigma Securities, LLC | 24,382 | $1.46M | 0.21% | +18,742+332.3% | Added |
| Verition Fund Management LLC | 23,485 | $1.40M | 0.01% | −25,234−51.8% | Reduced |
| Clearstead Advisors, LLC | 23,473 | $1.40M | 0.02% | −7,351−23.8% | Reduced |
| Quadrant Capital Group LLC | 23,455 | $1.40M | 0.05% | −116−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 23,451 | $1.40M | 0.04% | −339−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 23,413 | $1.40M | 0.06% | +148+0.6% | Added |
| South Dakota Investment Council | 23,113 | $1.38M | 0.03% | −3,200−12.2% | Reduced |
| Bridges Investment Management Inc | 23,072 | $1.38M | 0.02% | 00.0% | Unchanged |
| Ally Financial Inc. | 23,000 | $1.37M | 0.17% | +23,000 | New |
| Stance Capital LLC | 22,955 | $1.37M | 0.50% | +4,716+25.9% | Added |
| CAPROCK Group, Inc. | 20,904 | $1.36M | 0.03% | +20,904 | New |
| Balyasny Asset Management LLC | 22,755 | $1.36M | 0.00% | +22,755 | New |
| Massachusetts Wealth Management | 22,610 | $1.35M | 0.67% | +1,450+6.9% | Added |
| Change Path, LLC | 22,402 | $1.34M | 0.03% | −12,360−35.6% | Reduced |
| Apollon Wealth Management, LLC | 22,371 | $1.34M | 0.02% | −1,461−6.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 22,277 | $1.33M | 0.22% | +3,065+16.0% | Added |
| Bryn Mawr Trust Co | 22,229 | $1.33M | 0.03% | −7,426−25.0% | Reduced |
| Abc Arbitrage SA | 22,172 | $1.32M | 0.13% | +22,172 | New |
| Central Trust Co | 22,146 | $1.32M | 0.03% | −224−1.0% | Reduced |
| Griffin Asset Management, Inc. | 22,117 | $1.32M | 0.15% | −145−0.7% | Reduced |
| Parallel Advisors, LLC | 21,965 | $1.31M | 0.02% | −392−1.8% | Reduced |
| Wahed Invest LLC | 21,931 | $1.31M | 0.18% | +35+0.2% | Added |
| Squarepoint Ops LLC | 21,884 | $1.31M | 0.00% | −555,070−96.2% | Reduced |
| Burling Wealth Partners, LLC | 21,795 | $1.30M | 0.22% | −263−1.2% | Reduced |
| Holderness Investments Co | 21,731 | $1.30M | 0.26% | −4,572−17.4% | Reduced |
| Banque Cantonale Vaudoise | 21,683 | $1.29M | 0.05% | −10,893−33.4% | Reduced |
| Advisors Asset Management, Inc. | 21,677 | $1.29M | 0.02% | −3,129−12.6% | Reduced |
| Vise Technologies, Inc. | 21,660 | $1.29M | 0.05% | +479+2.3% | Added |
| Modera Wealth Management, LLC | 21,654 | $1.29M | 0.01% | −493−2.2% | Reduced |
| MUFG Securities Americas Inc. | 21,572 | $1.29M | 0.08% | +3,902+22.1% | Added |
| Penobscot Investment Management Company, Inc. | 21,390 | $1.28M | 0.10% | +557+2.7% | Added |
| Advisor OS, LLC | 21,299 | $1.27M | 0.11% | +472+2.3% | Added |
| Woodstock Corp | 21,211 | $1.27M | 0.11% | −200−0.9% | Reduced |
| Sageworth Trust Co | 21,102 | $1.26M | 0.06% | +21,102 | New |
| Curbstone Financial Management Corp | 21,098 | $1.26M | 0.24% | −150−0.7% | Reduced |
| Ahl Investment Management, Inc. | 21,073 | $1.26M | 0.86% | +2,602+14.1% | Added |
| Bollard Group LLC | 21,012 | $1.25M | 0.03% | +1,025+5.1% | Added |
| United Bank | 20,996 | $1.25M | 0.44% | +4,005+23.6% | Added |
| InTrack Investment Management Inc | 20,967 | $1.25M | 0.75% | +1,490+7.7% | Added |
| Personal Cfo Solutions, LLC | 20,949 | $1.25M | 0.22% | +436+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.25M | 0.08% | −1,939−8.5% | Reduced |
| Burney Co | 20,736 | $1.24M | 0.04% | −170−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 20,723 | $1.24M | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 20,626 | $1.23M | 0.01% | −454−2.2% | Reduced |
| Wetherby Asset Management Inc | 20,587 | $1.23M | 0.05% | −401−1.9% | Reduced |
| Hunter Associates Investment Management LLC | 20,549 | $1.23M | 0.17% | −699−3.3% | Reduced |
| Citizens Financial Group Inc | 20,496 | $1.22M | 0.02% | +2,506+13.9% | Added |
| Integrated Wealth Concepts LLC | 20,413 | $1.22M | 0.01% | −2,602−11.3% | Reduced |
| Carmel Capital Partners, LLC | 20,297 | $1.21M | 0.51% | −7,478−26.9% | Reduced |
| Greenleaf Trust | 20,293 | $1.21M | 0.01% | −924−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 20,236 | $1.21M | 0.03% | −16,781−45.3% | Reduced |
| Citizens & Northern Corp | 20,194 | $1.21M | 0.30% | +138+0.7% | Added |
| Garrison Point Advisors, LLC | 20,180 | $1.20M | 0.51% | −375−1.8% | Reduced |
| Wedmont Private Capital | 20,333 | $1.20M | 0.04% | −1,097−5.1% | Reduced |
| Azzad Asset Management Inc | 20,152 | $1.20M | 0.12% | −9,754−32.6% | Reduced |
| Birch Hill Investment Advisors LLC | 20,091 | $1.20M | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 20,078 | $1.20M | 0.13% | +20,078 | New |
| BKD Wealth Advisors, LLC | 19,977 | $1.19M | 0.02% | −38−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,894 | $1.19M | 0.08% | +60+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.19M | 0.02% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 19,807 | $1.18M | 0.06% | +19,807 | New |
| Headinvest, LLC | 19,722 | $1.18M | 0.24% | −300−1.5% | Reduced |
| GAMMA Investing LLC | 19,575 | $1.17M | 0.06% | +212+1.1% | Added |
| Wedbush Securities Inc | 19,511 | $1.17M | 0.04% | +1,102+6.0% | Added |
| Rydar Equities, Inc. | 19,458 | $1.16M | 0.93% | −2,537−11.5% | Reduced |
| Family Legacy Financial Solutions, LLC | 19,249 | $1.15M | 0.88% | +1,424+8.0% | Added |
| Catalytic Wealth RIA, LLC | 19,028 | $1.14M | 0.04% | +5,588+41.6% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,994 | $1.13M | 0.02% | −9,088−32.4% | Reduced |
| Sequoia Financial Advisors, LLC | 18,948 | $1.13M | 0.01% | −519−2.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,768 | $1.12M | 0.03% | +875+4.9% | Added |
| Cascade Investment Advisors, Inc. | 18,433 | $1.10M | 0.67% | +715+4.0% | Added |
| Stoneridge Investment Partners LLC | 18,399 | $1.10M | 0.75% | +18,399 | New |
| V-Square Quantitative Management LLC | 18,344 | $1.10M | 0.18% | +582+3.3% | Added |
| Quest Partners LLC | 18,241 | $1.09M | 0.07% | +9,277+103.5% | Added |
| Farmers & Merchants Investments Inc | 18,192 | $1.09M | 0.03% | −1,475−7.5% | Reduced |