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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 12,422 | $741.6K | 0.07% | −14,209−53.4% | Reduced |
| Ingalls & Snyder LLC | 12,405 | $741.0K | 0.02% | −510−3.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 12,320 | $735.5K | 0.01% | +12,320 | New |
| Plato Investment Management Ltd | 12,349 | $731.6K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 12,241 | $730.8K | 0.09% | −1,510−11.0% | Reduced |
| Umb Bank N A | 12,012 | $717.1K | 0.01% | −910−7.0% | Reduced |
| Jacobi Capital Management LLC | 12,002 | $716.5K | 0.04% | −2,494−17.2% | Reduced |
| Sawgrass Asset Management LLC | 12,000 | $716.4K | 0.09% | +356+3.1% | Added |
| Meridian Management Co | 12,000 | $716.4K | 0.19% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 11,848 | $707.3K | 0.04% | −235−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 11,733 | $700.5K | 0.03% | +741+6.7% | Added |
| Grimes & Company, Inc. | 11,708 | $698.9K | 0.02% | −50−0.4% | Reduced |
| International Assets Investment Management, LLC | 9,357 | $695.2K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,628 | $694.2K | 0.11% | +4,641+66.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,595 | $692.2K | 0.00% | +5,065+77.6% | Added |
| Columbia Asset Management | 11,576 | $691.1K | 0.13% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,534 | $688.6K | 0.07% | −575−4.7% | Reduced |
| Naples Global Advisors, LLC | 11,525 | $688.0K | 0.05% | +2,020+21.3% | Added |
| Allred Capital Management, LLC | 11,503 | $686.8K | 0.24% | +255+2.3% | Added |
| Core Wealth Partners LLC | 11,433 | $682.6K | 0.31% | +8+0.1% | Added |
| Dover Advisors, LLC | 11,312 | $675.3K | 0.27% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,250 | $671.6K | 0.01% | +2,084+22.7% | Added |
| Scotia Capital Inc. | 11,243 | $671.2K | 0.00% | −18−0.2% | Reduced |
| Baldwin Investment Management, LLC | 11,240 | $671.0K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,238 | $670.9K | 0.01% | +501+4.7% | Added |
| Private Trust Co NA | 11,218 | $669.7K | 0.06% | +144+1.3% | Added |
| Guggenheim Capital LLC | 11,170 | $666.8K | 0.00% | +1,267+12.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,158 | $666.1K | 0.04% | +471+4.4% | Added |
| Hartford Financial Management Inc. | 11,069 | $660.8K | 0.17% | −17−0.2% | Reduced |
| Great Diamond Partners, LLC | 11,012 | $657.4K | 0.13% | 00.0% | Unchanged |
| Washington Trust Co | 10,944 | $653.4K | 0.02% | +4,396+67.1% | Added |
| AlphaCore Capital LLC | 10,922 | $652.0K | 0.02% | −1,301−10.6% | Reduced |
| IHT Wealth Management, LLC | 10,864 | $648.6K | 0.02% | −196−1.8% | Reduced |
| Sagespring Wealth Partners, LLC | 10,853 | $647.9K | 0.01% | +226+2.1% | Added |
| AE Wealth Management LLC | 10,784 | $643.8K | 0.00% | −239−2.2% | Reduced |
| Resonant Capital Advisors, LLC | 10,774 | $643.2K | 0.04% | −92−0.8% | Reduced |
| Riverwater Partners LLC | 10,722 | $640.1K | 0.27% | +1,153+12.0% | Added |
| Beck Mack & Oliver LLC | 10,694 | $638.4K | 0.01% | +965+9.9% | Added |
| BAM Wealth Management, LLC | 10,680 | $637.6K | 0.49% | +10,680 | New |
| RFG Advisory, LLC | 10,647 | $635.6K | 0.01% | −1,051−9.0% | Reduced |
| Investment Advisory Services Inc | 10,622 | $634.1K | 0.20% | −848−7.4% | Reduced |
| Sherbrooke Park Advisers LLC | 10,610 | $633.4K | 0.29% | +10,610 | New |
| Milestone Asset Management Group, LLC | 10,552 | $629.9K | 0.40% | −193−1.8% | Reduced |
| RMB Capital Management, LLC | 10,498 | $626.7K | 0.01% | −1,363−11.5% | Reduced |
| Independent Advisor Alliance | 10,482 | $625.8K | 0.02% | −679−6.1% | Reduced |
| Tandem Financial, LLC | 10,442 | $623.4K | 0.23% | −1,184−10.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,434 | $622.9K | 0.01% | −1,025−8.9% | Reduced |
| FSM Wealth Advisors, LLC | 10,429 | $622.6K | 0.09% | +144+1.4% | Added |
| Aptus Capital Advisors, LLC | 10,368 | $619.0K | 0.01% | −95,710−90.2% | Reduced |
| Ledyard National Bank | 10,355 | $618.2K | 0.06% | −313−2.9% | Reduced |
| VestGen Advisors, LLC | 10,307 | $615.3K | 0.02% | +5,266+104.5% | Added |
| Private Wealth Asset Management, LLC | 10,269 | $613.1K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 10,206 | $609.0K | 0.08% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,187 | $608.2K | 0.00% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $608.0K | 0.28% | 00.0% | Unchanged |
| Rockland Trust Co | 10,181 | $607.8K | 0.02% | +2,643+35.1% | Added |
| Global Retirement Partners, LLC | 10,168 | $607.0K | 0.01% | +4,461+78.2% | Added |
| Connable Office Inc | 10,062 | $600.7K | 0.06% | +375+3.9% | Added |
| First Western Trust Bank | 10,018 | $598.1K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 10,017 | $598.0K | 0.04% | −435−4.2% | Reduced |
| Gifford Fong Associates | 10,000 | $597.0K | 0.13% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,974 | $595.4K | 0.01% | +244+2.5% | Added |
| Moody National Bank Trust Division | 9,933 | $593.0K | 0.05% | +627+6.7% | Added |
| Burns J W & Co Inc | 9,897 | $590.9K | 0.07% | −758−7.1% | Reduced |
| Laurel Wealth Advisors LLC | 9,885 | $590.1K | 0.08% | +25+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 9,870 | $589.2K | 0.04% | −964−8.9% | Reduced |
| Simplex Trading, LLC | 9,859 | $588.0K | 0.01% | +9,859 | New |
| Busey Wealth Management | 9,822 | $586.4K | 0.02% | −189−1.9% | Reduced |
| Rialto Wealth Management, LLC | 9,743 | $581.7K | 0.15% | −20−0.2% | Reduced |
| KCM Investment Advisors LLC | 9,718 | $580.2K | 0.02% | +13+0.1% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $566.4K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,487 | $566.4K | 0.02% | −842−8.2% | Reduced |
| Ritholtz Wealth Management | 9,475 | $565.6K | 0.01% | +4,936+108.7% | Added |
| Boston Common Asset Management, LLC | 9,472 | $565.5K | 0.02% | −246,655−96.3% | Reduced |
| Carret Asset Management, LLC | 9,406 | $561.6K | 0.05% | −100−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 9,317 | $556.2K | 0.04% | −104−1.1% | Reduced |
| 1st Source Bank | 9,249 | $552.2K | 0.03% | −122−1.3% | Reduced |
| Arkadios Wealth Advisors | 9,241 | $551.7K | 0.01% | −821−8.2% | Reduced |
| First Citizens Bank & Trust Co | 9,146 | $546.0K | 0.01% | −448−4.7% | Reduced |
| Farther Finance Advisors, LLC | 9,125 | $544.8K | 0.01% | −1,818−16.6% | Reduced |
| Hills Bank & Trust Co | 9,120 | $544.5K | 0.03% | +2,923+47.2% | Added |
| Polymer Capital Management (HK) LTD | 9,101 | $543.3K | 0.08% | +9,101 | New |
| Vestmark Advisory Solutions, Inc. | 9,090 | $542.7K | 0.01% | +2,486+37.6% | Added |
| Fiduciary Group LLC | 9,077 | $541.9K | 0.05% | −296−3.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,061 | $540.9K | 0.02% | −273−2.9% | Reduced |
| Proffitt & Goodson Inc | 8,943 | $533.9K | 0.08% | +299+3.5% | Added |
| Cullinan Associates Inc | 8,900 | $531.3K | 0.03% | −100−1.1% | Reduced |
| Prospera Financial Services Inc | 8,820 | $527.0K | 0.01% | −636−6.7% | Reduced |
| Sky Investment Group LLC | 8,819 | $526.5K | 0.09% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,807 | $525.8K | 0.02% | −1,244−12.4% | Reduced |
| Fishman Jay A Ltd | 8,800 | $525.4K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,090 | $522.3K | 0.07% | −205−2.8% | Reduced |
| Boyd Watterson Asset Management LLC | 8,705 | $519.7K | 0.15% | −336−3.7% | Reduced |
| Virtue Capital Management, LLC | 1,077 | $513.9K | 0.11% | −4,529−80.8% | Reduced |
| Integrity Alliance, LLC. | 8,603 | $513.6K | 0.02% | +783+10.0% | Added |
| Syon Capital LLC | 8,602 | $513.5K | 0.03% | +865+11.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $513.4K | 0.14% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $512.1K | 0.08% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,554 | $510.7K | 0.15% | +12+0.1% | Added |
| River Wealth Advisors LLC | 8,547 | $510.3K | 0.06% | −56−0.7% | Reduced |