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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 18,124 | $1.08M | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 17,939 | $1.07M | 0.01% | +6,854+61.8% | Added |
| First Manhattan Co | 17,856 | $1.07M | 0.00% | −519−2.8% | Reduced |
| Little House Capital LLC | 17,763 | $1.06M | 0.24% | −154−0.9% | Reduced |
| Signaturefd, LLC | 17,702 | $1.06M | 0.02% | −709−3.9% | Reduced |
| Diversified Trust Co | 17,444 | $1.04M | 0.02% | +194+1.1% | Added |
| Home Federal Bank of Tennessee | 17,322 | $1.03M | 0.28% | −100−0.6% | Reduced |
| Lazard Asset Management LLC | 17,163 | $1.02M | 0.00% | −14,031−45.0% | Reduced |
| Salem Investment Counselors Inc | 17,053 | $1.02M | 0.03% | −105−0.6% | Reduced |
| ICW Investment Advisors LLC | 17,018 | $1.02M | 0.37% | +1,112+7.0% | Added |
| Stratos Wealth Partners, LTD. | 17,009 | $1.02M | 0.01% | +393+2.4% | Added |
| Warren Averett Asset Management, LLC | 17,002 | $1.01M | 0.01% | −332−1.9% | Reduced |
| Groupe la Francaise | 17,239 | $1.01M | 0.01% | +17,066+9,864.7% | Added |
| Pictet & Cie (Europe) SA | 16,898 | $1.01M | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 16,857 | $1.01M | 0.12% | −125−0.7% | Reduced |
| Everence Capital Management Inc | 16,841 | $1.00M | 0.06% | −5,339−24.1% | Reduced |
| Aureus Asset Management, LLC | 16,820 | $1.00M | 0.07% | −9,809−36.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,777 | $1.00M | 0.00% | +7,608+83.0% | Added |
| Schnieders Capital Management, LLC. | 16,767 | $1.00M | 0.18% | +16,767 | New |
| David Loasby | 16,909 | $1.00M | 0.08% | +1,391+9.0% | Added |
| Wellington Management Group LLP | 16,686 | $996.2K | 0.00% | −107,140−86.5% | Reduced |
| Wendell David Associates Inc | 16,663 | $995.0K | 0.10% | −440−2.6% | Reduced |
| Edgestream Partners, L.P. | 16,566 | $989.0K | 0.03% | −13,565−45.0% | Reduced |
| Crestwood Advisors Group LLC | 16,495 | $984.8K | 0.02% | −163−1.0% | Reduced |
| Eastern Bank | 16,481 | $983.9K | 0.02% | −56−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 16,441 | $981.5K | 0.01% | −73−0.4% | Reduced |
| Kraematon Investment Advisors, Inc | 16,259 | $970.6K | 0.83% | −66−0.4% | Reduced |
| Raiffeisen Bank International AG | 16,303 | $964.0K | 0.01% | +7,087+76.9% | Added |
| Kingsview Wealth Management, LLC | 16,132 | $963.1K | 0.01% | −978−5.7% | Reduced |
| Tema ETFs LLC | 15,939 | $951.6K | 0.08% | +15,939 | New |
| Horizon Investments, LLC | 15,980 | $950.3K | 0.01% | −1,104−6.5% | Reduced |
| Summit Financial, LLC | 15,665 | $935.2K | 0.01% | +15,665 | New |
| MJP Associates Inc | 15,441 | $921.8K | 0.12% | −428−2.7% | Reduced |
| MUFG Securities EMEA plc | 15,312 | $914.1K | 0.02% | +12,956+549.9% | Added |
| Lipe & Dalton | 15,273 | $912.0K | 0.45% | −314−2.0% | Reduced |
| Machina Capital S.A.S. | 15,255 | $910.7K | 0.16% | +15,255 | New |
| Pring Turner Capital Group Inc | 15,150 | $904.5K | 0.55% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,108 | $901.9K | 0.08% | −500−3.2% | Reduced |
| Roberts Glore & Co Inc | 15,102 | $901.6K | 0.25% | −115−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,930 | $891.3K | 0.09% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 14,867 | $887.6K | 0.09% | +14,867 | New |
| Westhampton Capital, LLC | 14,832 | $885.5K | 0.43% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 14,743 | $880.2K | 0.02% | −2,583−14.9% | Reduced |
| Vestcor Inc | 14,728 | $879.0K | 0.03% | −1,848−11.1% | Reduced |
| Banque Transatlantique SA | 14,697 | $876.5K | 0.02% | −155−1.0% | Reduced |
| Quotient Wealth Partners, LLC | 14,605 | $871.9K | 0.02% | −50−0.3% | Reduced |
| Ballentine Partners, LLC | 14,576 | $870.2K | 0.01% | −11−0.1% | Reduced |
| Choate Investment Advisors | 14,341 | $856.2K | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 14,300 | $854.0K | 0.18% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 14,279 | $852.4K | 0.52% | −119−0.8% | Reduced |
| HBK Sorce Advisory LLC | 14,867 | $850.6K | 0.02% | +1,067+7.7% | Added |
| Prime Capital Investment Advisors, LLC | 14,150 | $844.7K | 0.01% | −159−1.1% | Reduced |
| Shell Asset Management Co | 13,982 | $835.0K | 0.08% | −10,178−42.1% | Reduced |
| Leonteq Securities AG | 13,984 | $834.8K | 0.04% | +6,859+96.3% | Added |
| Sigma Planning Corp | 13,839 | $826.2K | 0.02% | +210+1.5% | Added |
| Intech Investment Management LLC | 13,725 | $819.4K | 0.01% | +3,516+34.4% | Added |
| Prudential PLC | 13,699 | $817.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 13,518 | $807.0K | 0.33% | +186+1.4% | Added |
| NewEdge Wealth, LLC | 14,175 | $805.9K | 0.01% | +3,316+30.5% | Added |
| Mesirow Financial Investment Management, Inc. | 13,404 | $800.2K | 0.01% | −1,096−7.6% | Reduced |
| Waterford Advisors, LLC | 13,381 | $798.8K | 0.28% | +12,073+923.0% | Added |
| Valley Brook Capital Group | 13,318 | $795.1K | 0.53% | −50−0.4% | Reduced |
| Flputnam Investment Management Co | 13,311 | $794.7K | 0.01% | −56−0.4% | Reduced |
| Coldstream Capital Management Inc | 13,201 | $788.1K | 0.01% | −941−6.7% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $787.4K | 0.08% | +13,211 | New |
| Jacobs Levy Equity Management, Inc | 13,184 | $787.1K | 0.00% | −159,883−92.4% | Reduced |
| Chicago Capital, LLC | 13,178 | $786.7K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 13,152 | $785.2K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 13,128 | $783.7K | 0.05% | −303−2.3% | Reduced |
| ELCO Management Co., LLC | 13,094 | $781.7K | 0.41% | −370−2.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,214 | $781.3K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 13,079 | $780.8K | 0.53% | +272+2.1% | Added |
| Rexford Capital Inc | 13,073 | $780.5K | 0.60% | +111+0.9% | Added |
| Nautilus Advisors LLC | 13,034 | $778.1K | 0.52% | +2,582+24.7% | Added |
| N.E.W. Advisory Services LLC | 13,006 | $776.5K | 0.07% | −132−1.0% | Reduced |
| Harbor Advisors LLC | 13,000 | $776.1K | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,961 | $773.7K | 0.04% | −82−0.6% | Reduced |
| Soltis Investment Advisors LLC | 12,910 | $770.7K | 0.05% | −188−1.4% | Reduced |
| CX Institutional | 12,882 | $769.0K | 0.02% | +4,808+59.5% | Added |
| Texas Bank & Trust Co | 12,876 | $768.7K | 0.29% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 12,866 | $768.1K | 0.02% | +984+8.3% | Added |
| Medallion Wealth Advisors, LLC | 12,835 | $766.3K | 0.27% | −254−1.9% | Reduced |
| Estabrook Capital Management | 12,827 | $765.8K | 0.11% | −285−2.2% | Reduced |
| Curated Wealth Partners LLC | 12,800 | $764.2K | 0.09% | −124−1.0% | Reduced |
| Focus Financial Network, Inc. | 12,787 | $763.4K | 0.03% | −44−0.3% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $763.4K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,786 | $763.3K | 0.28% | −300−2.3% | Reduced |
| Rossmore Private Capital | 12,757 | $761.6K | 0.08% | +300+2.4% | Added |
| Brendel Financial Advisors LLC | 12,743 | $760.8K | 0.39% | −445−3.4% | Reduced |
| Avestar Capital, LLC | 12,726 | $759.7K | 0.05% | +156+1.2% | Added |
| Montag A & Associates Inc | 12,697 | $758.0K | 0.03% | −58−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 12,681 | $757.1K | 0.01% | +4,668+58.3% | Added |
| Ridgewood Investments LLC | 12,633 | $754.2K | 0.32% | +7,849+164.1% | Added |
| Werlinich Asset Management, LLC | 12,623 | $753.6K | 0.37% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 12,614 | $753.1K | 0.02% | −161−1.3% | Reduced |
| Means Investment Co., Inc. | 12,605 | $752.5K | 0.07% | −12−0.1% | Reduced |
| Compass Wealth Management LLC | 12,550 | $749.2K | 0.17% | +2,000+19.0% | Added |
| Valeo Financial Advisors, LLC | 12,534 | $748.3K | 0.02% | −812−6.1% | Reduced |
| Benedict Financial Advisors Inc | 12,486 | $745.4K | 0.16% | +20+0.2% | Added |
| StoneX Group Inc. | 12,470 | $744.5K | 0.03% | −148−1.2% | Reduced |