Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in Carrier Global Corp as of Dec 31, 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: 1,511; +48 vs. Q3 2025
Shares held: 702.0M; −5.68M (−0.8%) vs. Q3 2025
Total value: $37.1B; −$5.11B (−12.1%) vs. Q3 2025
New holders: 183; 457 more added
Sold out: 135; 633 more reduced

28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,511 institutions

Value heldQ4 2025: $37.1B

Institutions holding CARR and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2025.

Institutions holding CARR in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kingdom Financial Group LLC.	1	$51	0.00%	+1	New
Winnow Wealth LLC	1	$53	0.00%	−5−83.3%	Reduced
Arcadia Investment Management Corp	2	$106	0.00%	+2	New
Jessup Wealth Management, Inc	3	$159	0.00%	+3	New
Whipplewood Advisors, LLC	4	$211	0.00%	+4	New
Beaird Harris Wealth Management, LLC	4	$212	0.00%	−244−98.4%	Reduced
DecisionPoint Financial, LLC	4	$212	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	5	$264	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	5	$302	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	6	$317	0.01%	+6	New
Ameriflex Group, Inc.	7	$370	0.00%	−115−94.3%	Reduced
Albion Financial Group	7	$370	0.00%	00.0%	Unchanged
Fairman Group, LLC	8	$423	0.00%	−9−52.9%	Reduced
Networth Advisors, LLC	8	$423	0.00%	+8	New
Minot DeBlois Advisors LLC	10	$528	0.00%	−15−60.0%	Reduced
Davis Capital Management	10	$528	0.00%	+8+400.0%	Added
HFM Investment Advisors, LLC	10	$529	0.00%	−2−16.7%	Reduced
North Ridge Wealth Advisors, Inc.	10	$529	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	13	$687	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	14	$740	0.00%	−51−78.5%	Reduced
Raleigh Capital Management Inc.	15	$801	0.00%	+15	Added
Rakuten Securities, Inc.	16	$845	0.00%	+1+6.7%	Added
Phillip James Consulting Co.	22	$1.00K	0.02%	+22	New
HighMark Wealth Management LLC	20	$1.06K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	20	$1.06K	0.00%	−2,212−99.1%	Reduced
Gilpin Wealth Management, LLC	20	$1.06K	0.00%	+20	New
Bare Financial Services, Inc	22	$1.16K	0.00%	+11+100.0%	Added
Game Plan Financial Advisors, LLC	24	$1.27K	0.00%	00.0%	Unchanged
Reyes Financial Architecture, Inc.	24	$1.27K	0.00%	+24	New
Fairscale Capital, LLC	25	$1.32K	0.00%	−759−96.8%	Reduced
1015 Capital Partners, LLC	26	$1.37K	0.00%	+26	New
Park Place Capital Corp	28	$1.48K	0.00%	−6−17.6%	Reduced
Hughes Financial Services, LLC	32	$1.69K	0.00%	−34−51.5%	Reduced
Principia Wealth Advisory, LLC	32	$1.69K	0.00%	−7−17.9%	Reduced
Navigoe, LLC	50	$2.00K	0.00%	00.0%	Unchanged
IFC & Insurance Marketing, Inc.	29	$2.00K	0.00%	+29	New
Horizon Financial Services, LLC	38	$2.01K	0.00%	−83−68.6%	Reduced
Asset Planning,Inc	41	$2.17K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	42	$2.22K	0.00%	−18−30.0%	Reduced
Battery Global Advisors, LLC	44	$2.33K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	45	$2.38K	0.00%	+19+73.1%	Added
Old Point Trust & Financial Services N A	47	$2.48K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	47	$2.48K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	48	$2.54K	0.00%	+6+14.3%	Added
Prosperity Bancshares Inc	50	$2.64K	0.00%	+50	New
Bank of Jackson Hole Trust	50	$2.64K	0.00%	+50	New
Spurstone Advisory Services, LLC	51	$2.69K	0.04%	00.0%	Unchanged
Redwood Park Advisors LLC	53	$2.80K	0.00%	00.0%	Unchanged
PFS Partners, LLC	53	$2.81K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	54	$2.88K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	55	$2.91K	0.01%	−127−69.8%	Reduced
Triumph Capital Management	55	$2.91K	0.00%	+55	New
Aspect Partners, LLC	56	$2.96K	0.00%	+15+36.6%	Added
Pacific Center for Financial Services	50	$2.98K	0.00%	00.0%	Unchanged
Motiv8 Investments LLC	57	$3.00K	0.00%	+57	New
Financial Freedom, LLC	57	$3.00K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	57	$3.01K	0.00%	+57	New
Hilton Head Capital Partners, LLC	61	$3.22K	0.00%	+61	New
Graney & King, LLC	62	$3.30K	0.00%	−63−50.4%	Reduced
Bay Harbor Wealth Management, LLC	64	$3.38K	0.00%	+23+56.1%	Added
J.Safra Asset Management Corp	65	$3.44K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	70	$3.70K	0.00%	−87−55.4%	Reduced
Family Capital Trust Co	72	$3.80K	0.00%	−65,951−99.9%	Reduced
Cornerstone Financial Management LLC	72	$3.80K	0.00%	+72	New
Kilter Group LLC	73	$3.86K	0.00%	+21+40.4%	Added
Sachetta, LLC	73	$3.86K	0.00%	+27+58.7%	Added
Godfrey Financial Associates, Inc.	74	$3.91K	0.00%	+74	New
Cranbrook Wealth Management, LLC	75	$3.96K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$4.02K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	76	$4.03K	0.00%	+40+111.1%	Added
Sankala Group LLC	63	$4.06K	0.00%	+63	New
GGM Financials LLC	77	$4.08K	0.00%	00.0%	Unchanged
Caitlin John, LLC	80	$4.24K	0.00%	−303−79.1%	Reduced
Inlight Wealth Management, LLC	81	$4.28K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	87	$4.60K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	89	$4.70K	0.00%	+5+6.0%	Added
Bullseye Investment Management, LLC	90	$4.76K	0.00%	+90	New
Darwin Advisors, LLC	91	$4.82K	0.00%	+1+1.1%	Added
Westfuller Advisors, LLC	92	$4.86K	0.00%	−84−47.7%	Reduced
Y.D. More Investments Ltd	29,448	$4.88K	0.00%	+29,448	New
Avion Wealth	103	$5.00K	0.00%	−39−27.5%	Reduced
Alerus Financial NA	99	$5.23K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	100	$5.28K	0.00%	−600−85.7%	Reduced
Sfam, LLC	100	$5.28K	0.00%	+100	New
Estate Planners Group, LLC	100	$5.28K	0.00%	+100	New
Pension & Wealth Management Advisors, Inc.	100	$5.28K	0.00%	+100	New
Sofos Investments, Inc.	101	$5.34K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	106	$5.60K	0.00%	+69+186.5%	Added
Tucker Asset Management LLC	109	$5.76K	0.00%	+109	New
Comprehensive Financial Planning, Inc.	110	$5.81K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	112	$5.92K	0.00%	−250−69.1%	Reduced
Ogorek Anthony Joseph	116	$6.00K	0.00%	−41−26.1%	Reduced
Halbert Hargrove Global Advisors, LLC	116	$6.13K	0.00%	−117−50.2%	Reduced
Luken Investment Analytics, LLC	117	$6.18K	0.00%	+117	New
Signature Equity Partners, LLC	118	$6.25K	0.00%	+118	New
Scarborough Advisors, LLC	120	$6.34K	0.00%	−2−1.6%	Reduced
Riverview Trust Co	120	$6.34K	0.01%	00.0%	Unchanged
Holos Integrated Wealth LLC	120	$6.42K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	127	$6.71K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	128	$6.76K	0.01%	00.0%	Unchanged