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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 8,517 | $508.4K | 0.01% | +199+2.4% | Added |
| Ascent Group, LLC | 8,450 | $504.5K | 0.02% | −3,000−26.2% | Reduced |
| Bokf, NA | 8,450 | $504.5K | 0.01% | +1,096+14.9% | Added |
| Country Club Bank | 8,481 | $501.5K | 0.03% | +23+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 8,396 | $501.2K | 0.03% | +23+0.3% | Added |
| KG&L Capital Management,LLC | 8,950 | $497.4K | 0.14% | +130+1.5% | Added |
| Advisors Capital Management, LLC | 8,308 | $496.0K | 0.01% | +116+1.4% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $494.6K | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,283 | $494.5K | 0.01% | +62+0.8% | Added |
| Pointe Capital Management LLC | 8,223 | $490.9K | 0.24% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,140 | $486.0K | 0.01% | +8,140 | New |
| Trust Co of Virginia | 8,121 | $484.8K | 0.04% | −67−0.8% | Reduced |
| Smartleaf Asset Management LLC | 8,194 | $484.5K | 0.03% | +3,684+81.7% | Added |
| Rodgers Brothers Inc. | 8,113 | $484.4K | 0.06% | +20.0% | Added |
| Level Four Advisory Services, LLC | 8,068 | $481.7K | 0.02% | +3,330+70.3% | Added |
| CFO4Life Group, LLC | 8,001 | $477.7K | 0.07% | +85+1.1% | Added |
| Checchi Capital Advisers, LLC | 7,997 | $477.4K | 0.03% | −1,194−13.0% | Reduced |
| Verdence Capital Advisors LLC | 8,128 | $473.8K | 0.03% | −1,221−13.1% | Reduced |
| Cigna Investments Inc | 7,902 | $472.0K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,902 | $471.7K | 0.01% | +68+0.9% | Added |
| Riggs Asset Managment Co. Inc. | 7,899 | $471.6K | 0.10% | +4,979+170.5% | Added |
| Meridian Wealth Management, LLC | 7,805 | $466.0K | 0.02% | +1,250+19.1% | Added |
| Lowe Brockenbrough & Co Inc | 7,790 | $465.1K | 0.02% | +1,220+18.6% | Added |
| Financial Perspectives, Inc | 7,773 | $464.1K | 0.13% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,841 | $463.6K | 0.00% | −8,668−52.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,739 | $462.0K | 0.05% | −277−3.5% | Reduced |
| Strategic Planning, Inc. | 7,637 | $455.9K | 0.26% | +26+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,634 | $455.7K | 0.02% | −138−1.8% | Reduced |
| Courier Capital LLC | 7,632 | $455.6K | 0.03% | −50−0.7% | Reduced |
| Atwood & Palmer Inc | 7,607 | $454.1K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 7,445 | $444.5K | 0.05% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 7,435 | $443.9K | 0.33% | −131−1.7% | Reduced |
| Piscataqua Savings Bank | 7,379 | $440.5K | 0.34% | −81−1.1% | Reduced |
| Shelton Capital Management | 7,376 | $440.3K | 0.01% | −87,911−92.3% | Reduced |
| Cardinal Point Capital Management, ULC | 7,360 | $439.4K | 0.03% | +800+12.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,656 | $437.3K | 0.00% | −428−5.3% | Reduced |
| Montecito Bank & Trust | 7,322 | $437.1K | 0.07% | +7,322 | New |
| Ameritas Investment Partners, Inc. | 7,292 | $435.3K | 0.01% | −233−3.1% | Reduced |
| Fruth Investment Management | 7,281 | $434.0K | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 7,267 | $433.8K | 0.03% | −3,559−32.9% | Reduced |
| Great Valley Advisor Group, Inc. | 7,239 | $432.6K | 0.01% | +97+1.4% | Added |
| LVW Advisors, LLC | 7,179 | $428.6K | 0.04% | +21+0.3% | Added |
| St Germain D J Co Inc | 7,169 | $428.0K | 0.02% | −67−0.9% | Reduced |
| PFG Investments, LLC | 7,167 | $427.9K | 0.02% | +356+5.2% | Added |
| Exencial Wealth Advisors, LLC | 7,148 | $426.7K | 0.01% | −253−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 7,136 | $426.0K | 0.01% | −76−1.1% | Reduced |
| Old National Bancorp | 7,115 | $424.8K | 0.01% | +497+7.5% | Added |
| Savvy Advisors, Inc. | 7,104 | $424.1K | 0.02% | +2,471+53.3% | Added |
| Intact Investment Management Inc. | 7,100 | $423.9K | 0.01% | +7,100 | New |
| Webster Bank, N. A. | 7,081 | $422.7K | 0.04% | −580−7.6% | Reduced |
| Atomi Financial Group, Inc. | 7,063 | $421.7K | 0.01% | −141−2.0% | Reduced |
| State of Wyoming | 7,058 | $421.4K | 0.05% | +4,416+167.1% | Added |
| Los Angeles Capital Management LLC | 7,030 | $419.7K | 0.00% | −194,227−96.5% | Reduced |
| Rothschild Investment LLC | 6,976 | $416.5K | 0.02% | +690+11.0% | Added |
| Malaga Cove Capital, LLC | 6,948 | $414.8K | 0.15% | +400+6.1% | Added |
| Breakwater Capital Group | 6,910 | $412.5K | 0.06% | +468+7.3% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $412.2K | 0.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,901 | $412.0K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,888 | $411.2K | 0.00% | −22,908−76.9% | Reduced |
| Equitable Holdings, Inc. | 6,845 | $408.6K | 0.00% | +1,516+28.4% | Added |
| Acropolis Investment Management, LLC | 5,573 | $407.9K | 0.02% | +1,949+53.8% | Added |
| Blueshift Asset Management, LLC | 6,808 | $406.4K | 0.13% | +2,247+49.3% | Added |
| Bell Investment Advisors, Inc | 6,802 | $406.1K | 0.07% | −23−0.3% | Reduced |
| Boston Family Office LLC | 6,800 | $406.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 6,783 | $404.9K | 0.01% | −16−0.2% | Reduced |
| First City Capital Management, Inc. | 6,779 | $404.7K | 0.22% | −33−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 6,756 | $403.3K | 0.01% | +516+8.3% | Added |
| Haverford Trust Co | 6,745 | $402.7K | 0.00% | −842−11.1% | Reduced |
| Farmers Trust Co | 6,713 | $400.8K | 0.07% | +63+0.9% | Added |
| NTV Asset Management LLC | 6,701 | $400.1K | 0.04% | −585−8.0% | Reduced |
| Farmers National Bank | 6,700 | $400.0K | 0.09% | −90−1.3% | Reduced |
| Athena Investment Management | 6,664 | $397.8K | 0.21% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $397.6K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $397.3K | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $397.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,637 | $396.2K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 6,623 | $395.4K | 0.07% | +84+1.3% | Added |
| Manning & Napier Advisors LLC | 6,611 | $394.7K | 0.01% | −80−1.2% | Reduced |
| Red Door Wealth Management, LLC | 6,607 | $394.5K | 0.04% | −136−2.0% | Reduced |
| Basepoint Wealth LLC | 6,598 | $393.9K | 0.28% | +505+8.3% | Added |
| Wealthcare Advisory Partners LLC | 6,588 | $393.3K | 0.01% | +55+0.8% | Added |
| General Partner, Inc. | 6,583 | $393.0K | 0.22% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 6,560 | $391.6K | 0.04% | +1,000+18.0% | Added |
| SCS Capital Management LLC | 6,540 | $390.4K | 0.00% | −7−0.1% | Reduced |
| TCG Advisory Services, LLC | 6,518 | $389.1K | 0.01% | +396+6.5% | Added |
| TCTC Holdings, LLC | 6,500 | $388.1K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 6,463 | $385.0K | 0.05% | +6,463 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $383.3K | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 6,414 | $382.9K | 0.07% | −36,997−85.2% | Reduced |
| Harbour Investments, Inc. | 6,406 | $382.4K | 0.01% | −172−2.6% | Reduced |
| Triangle Securities Wealth Management | 6,393 | $381.7K | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,371 | $380.3K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 6,349 | $379.0K | 0.27% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 6,330 | $377.9K | 0.06% | −800−11.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,410 | $376.5K | 0.01% | −504−7.3% | Reduced |
| Berkshire Asset Management LLC | 6,298 | $376.0K | 0.02% | +18+0.3% | Added |
| Foster & Motley Inc | 6,264 | $374.0K | 0.02% | +6+0.1% | Added |
| Marco Investment Management LLC | 6,256 | $373.5K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,212 | $370.9K | 0.01% | +648+11.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,190 | $369.5K | 0.05% | −118−1.9% | Reduced |