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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Trust Co | 17,338 | $916.2K | 0.02% | −106−0.6% | Reduced |
| First Manhattan Co | 17,405 | $919.7K | 0.00% | −451−2.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,464 | $922.8K | 0.04% | +4,250+32.2% | Added |
| Headinvest, LLC | 17,608 | $930.4K | 0.19% | −2,114−10.7% | Reduced |
| Wedmont Private Capital | 17,942 | $943.2K | 0.03% | −2,391−11.8% | Reduced |
| Birch Hill Investment Advisors LLC | 17,891 | $945.4K | 0.04% | −2,200−11.0% | Reduced |
| Barden Capital Management, Inc. | 17,899 | $945.8K | 0.78% | −9,686−35.1% | Reduced |
| Patten & Patten Inc | 17,976 | $949.9K | 0.06% | −148−0.8% | Reduced |
| Dakota Wealth Management | 18,326 | $968.4K | 0.02% | −668−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,463 | $975.6K | 0.05% | +13,946+308.7% | Added |
| Quadrant Capital Group LLC | 18,491 | $977.1K | 0.03% | −4,964−21.2% | Reduced |
| Capstone Investment Advisors, LLC | 18,664 | $986.2K | 0.01% | +725+4.0% | Added |
| Balyasny Asset Management LLC | 18,670 | $986.5K | 0.00% | −4,085−18.0% | Reduced |
| Garrison Point Advisors, LLC | 18,875 | $997.4K | 0.44% | −1,305−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 18,886 | $998.0K | 0.01% | −1,740−8.4% | Reduced |
| Family Legacy Financial Solutions, LLC | 18,963 | $1.00M | 0.77% | −286−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 19,158 | $1.01M | 0.60% | +725+3.9% | Added |
| Greenleaf Trust | 19,204 | $1.01M | 0.01% | −1,089−5.4% | Reduced |
| Wedbush Securities Inc | 19,535 | $1.03M | 0.03% | +24+0.1% | Added |
| Warren Averett Asset Management, LLC | 19,557 | $1.03M | 0.01% | +2,555+15.0% | Added |
| Meiji Yasuda Life Insurance Co | 19,593 | $1.04M | 0.03% | −8,862−31.1% | Reduced |
| Citizens & Northern Corp | 19,638 | $1.04M | 0.26% | −556−2.8% | Reduced |
| Burling Wealth Partners, LLC | 19,765 | $1.04M | 0.16% | −2,030−9.3% | Reduced |
| NewEdge Wealth, LLC | 19,796 | $1.05M | 0.01% | +5,621+39.7% | Added |
| BKD Wealth Advisors, LLC | 20,182 | $1.07M | 0.02% | +205+1.0% | Added |
| Holderness Investments Co | 20,233 | $1.07M | 0.22% | −1,498−6.9% | Reduced |
| Hunter Associates Investment Management LLC | 20,374 | $1.08M | 0.14% | −175−0.9% | Reduced |
| Machina Capital S.A.S. | 20,394 | $1.08M | 0.21% | +5,139+33.7% | Added |
| Oxford Asset Management LLP | 20,427 | $1.08M | 0.38% | +20,427 | New |
| Neville Rodie & Shaw Inc | 20,473 | $1.08M | 0.08% | −250−1.2% | Reduced |
| Azzad Asset Management Inc | 20,496 | $1.08M | 0.11% | +344+1.7% | Added |
| Principal Securities, Inc. | 20,510 | $1.08M | 0.02% | −7,566−26.9% | Reduced |
| InTrack Investment Management Inc | 20,618 | $1.09M | 0.61% | −349−1.7% | Reduced |
| Wahed Invest LLC | 20,667 | $1.09M | 0.14% | −1,264−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.10M | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 20,897 | $1.10M | 0.05% | −2,516−10.7% | Reduced |
| Wolverine Asset Management LLC | 21,000 | $1.11M | 0.02% | +21,000 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,015 | $1.11M | 0.05% | +21,015 | New |
| Woodstock Corp | 21,065 | $1.11M | 0.10% | −146−0.7% | Reduced |
| Curbstone Financial Management Corp | 21,098 | $1.11M | 0.21% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 21,105 | $1.12M | 0.01% | +609+3.0% | Added |
| Volterra Technologies LP | 21,118 | $1.12M | 1.14% | +21,118 | New |
| Penobscot Investment Management Company, Inc. | 21,210 | $1.12M | 0.08% | −180−0.8% | Reduced |
| Modera Wealth Management, LLC | 21,216 | $1.12M | 0.01% | −438−2.0% | Reduced |
| MUFG Securities Americas Inc. | 21,328 | $1.13M | 0.07% | −244−1.1% | Reduced |
| Burney Co | 21,335 | $1.13M | 0.04% | +599+2.9% | Added |
| Advisor OS, LLC | 21,477 | $1.13M | 0.09% | +178+0.8% | Added |
| Securian Asset Management, Inc | 21,527 | $1.14M | 0.04% | −17,098−44.3% | Reduced |
| Bryn Mawr Trust Co | 21,803 | $1.15M | 0.03% | −426−1.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 21,916 | $1.16M | 0.18% | −361−1.6% | Reduced |
| Carlson Financial, Inc. | 21,954 | $1.16M | 0.67% | +21,954 | New |
| Beese Fulmer Investment Management, Inc. | 22,084 | $1.17M | 0.08% | +2,190+11.0% | Added |
| Central Trust Co | 22,105 | $1.17M | 0.02% | −41−0.2% | Reduced |
| Vise Technologies, Inc. | 22,153 | $1.17M | 0.02% | +493+2.3% | Added |
| Bollard Group LLC | 22,450 | $1.19M | 0.03% | +1,438+6.8% | Added |
| Massachusetts Wealth Management | 22,510 | $1.19M | 0.55% | −100−0.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 22,648 | $1.20M | 0.04% | +3,880+20.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,701 | $1.20M | 0.00% | −59,341−72.3% | Reduced |
| Moors & Cabot, Inc. | 22,728 | $1.20M | 0.05% | −1,816−7.4% | Reduced |
| Ally Financial Inc. | 23,000 | $1.22M | 0.15% | 00.0% | Unchanged |
| Crews Bank & Trust | 23,059 | $1.22M | 0.17% | −1,400−5.7% | Reduced |
| Bridges Investment Management Inc | 23,111 | $1.22M | 0.02% | +39+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,893 | $1.26M | 0.03% | +442+1.9% | Added |
| Puzo Michael J | 24,235 | $1.28M | 0.35% | −89,995−78.8% | Reduced |
| Personal Cfo Solutions, LLC | 24,490 | $1.29M | 0.21% | +3,541+16.9% | Added |
| TD Private Client Wealth LLC | 24,601 | $1.30M | 0.03% | −33−0.1% | Reduced |
| Souders Financial Advisors | 24,834 | $1.31M | 0.15% | −3,094−11.1% | Reduced |
| Metis Global Partners, LLC | 24,864 | $1.31M | 0.03% | −8,630−25.8% | Reduced |
| Union Square Park Capital Management, LLC | 25,000 | $1.32M | 1.03% | +25,000 | New |
| Miracle Mile Advisors, LLC | 25,072 | $1.32M | 0.02% | −2,789−10.0% | Reduced |
| FineMark National Bank & Trust | 25,244 | $1.33M | 0.04% | −100−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,296 | $1.34M | 0.02% | −200−0.8% | Reduced |
| Principle Wealth Partners LLC | 25,464 | $1.35M | 0.08% | +87+0.3% | Added |
| Concurrent Investment Advisors, LLC | 25,559 | $1.35M | 0.02% | −9,814−27.7% | Reduced |
| IMA Wealth, Inc. | 25,634 | $1.35M | 0.13% | −245−0.9% | Reduced |
| Edgestream Partners, L.P. | 25,688 | $1.36M | 0.04% | +9,122+55.1% | Added |
| Bessemer Group Inc | 25,679 | $1.36M | 0.00% | −436−1.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,758 | $1.36M | 0.03% | +20,808+420.4% | Added |
| Stance Capital LLC | 25,779 | $1.36M | 0.50% | +2,824+12.3% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.36M | 0.04% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 25,817 | $1.36M | 0.46% | −389−1.5% | Reduced |
| Kinneret Advisory, LLC | 25,825 | $1.36M | 0.12% | −707−2.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,044 | $1.38M | 0.05% | −592−2.2% | Reduced |
| Quantitative Investment Management, LLC | 26,228 | $1.39M | 0.13% | +19,765+305.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,284 | $1.39M | 0.01% | −23,750−47.5% | Reduced |
| Johnson Investment Counsel Inc | 26,472 | $1.40M | 0.01% | −544−2.0% | Reduced |
| Clearstead Advisors, LLC | 26,625 | $1.41M | 0.02% | +3,152+13.4% | Added |
| Advisory Services Network, LLC | 27,097 | $1.43M | 0.02% | −204−0.7% | Reduced |
| North Dakota State Investment Board | 27,202 | $1.44M | 0.05% | +27,202 | New |
| Van Hulzen Asset Management, LLC | 27,350 | $1.45M | 0.11% | +118+0.4% | Added |
| Change Path, LLC | 27,404 | $1.45M | 0.04% | +5,002+22.3% | Added |
| Richard Bernstein Advisors LLC | 27,469 | $1.45M | 0.04% | −2,791−9.2% | Reduced |
| Glenview Trust Co | 27,601 | $1.46M | 0.02% | +1,621+6.2% | Added |
| Vestmark Advisory Solutions, Inc. | 27,811 | $1.47M | 0.02% | +18,721+206.0% | Added |
| South Dakota Investment Council | 28,013 | $1.48M | 0.03% | +4,900+21.2% | Added |
| Kidder Stephen W | 28,095 | $1.48M | 0.42% | −63,047−69.2% | Reduced |
| Empirical Finance, LLC | 28,231 | $1.49M | 0.07% | −1,252−4.2% | Reduced |
| American Century Companies Inc | 28,264 | $1.49M | 0.00% | −58,774−67.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,437 | $1.50M | 0.06% | −19,158−40.3% | Reduced |