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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 28,659 | $1.51M | 0.02% | −773−2.6% | Reduced |
| Omers Administration Corp | 28,799 | $1.52M | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 28,925 | $1.53M | 0.04% | −1,800−5.9% | Reduced |
| Kestra Private Wealth Services, LLC | 29,150 | $1.54M | 0.02% | −34−0.1% | Reduced |
| Tiaa Trust, National Association | 29,425 | $1.55M | 0.00% | −243−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 29,749 | $1.57M | 0.01% | +10,801+57.0% | Added |
| Graham Capital Management, L.P. | 30,000 | $1.59M | 0.05% | +30,000 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 30,093 | $1.59M | 1.30% | +30,093 | New |
| Mutual Advisors, LLC | 30,224 | $1.60M | 0.03% | +2,873+10.5% | Added |
| Nomura Holdings Inc | 30,688 | $1.62M | 0.00% | +1,336+4.6% | Added |
| Virtu Financial LLC | 31,021 | $1.64M | 0.06% | +31,021 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 31,299 | $1.65M | 0.00% | −369−1.2% | Reduced |
| Thrivent Financial for Lutherans | 31,450 | $1.66M | 0.00% | −808−2.5% | Reduced |
| Cunning Capital Partners, LP | 31,613 | $1.67M | 0.77% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 31,635 | $1.67M | 0.03% | +31,635 | New |
| Northwestern Mutual Wealth Management Co | 31,704 | $1.68M | 0.00% | −503,666−94.1% | Reduced |
| United Capital Financial Advisers, LLC | 32,204 | $1.70M | 0.01% | −1,835−5.4% | Reduced |
| MUFG Securities EMEA plc | 32,455 | $1.71M | 0.02% | +17,143+112.0% | Added |
| Terra Alpha Investments LLC | 32,732 | $1.73M | 1.77% | −341−1.0% | Reduced |
| Lee Danner & Bass Inc | 32,848 | $1.74M | 0.12% | 00.0% | Unchanged |
| Headlands Technologies LLC | 33,105 | $1.75M | 0.15% | +27,704+512.9% | Added |
| Goelzer Investment Management, Inc. | 33,174 | $1.75M | 0.08% | +5,563+20.1% | Added |
| HighPoint Advisor Group LLC | 33,254 | $1.76M | 0.04% | +5,621+20.3% | Added |
| Aurora Investment Counsel | 33,286 | $1.76M | 0.92% | +2,331+7.5% | Added |
| Banque Cantonale Vaudoise | 33,377 | $1.76M | 0.06% | +11,694+53.9% | Added |
| Cresset Asset Management, LLC | 33,451 | $1.77M | 0.01% | +1,104+3.4% | Added |
| Oak Thistle LLC | 33,581 | $1.77M | 0.25% | +321+1.0% | Added |
| Whittier Trust Co | 33,508 | $1.79M | 0.02% | −722−2.1% | Reduced |
| Perigon Wealth Management, LLC | 34,093 | $1.80M | 0.03% | +839+2.5% | Added |
| Woodbridge Co Ltd | 34,317 | $1.81M | 0.00% | +34,317 | New |
| Delta Financial Advisors LLC | 34,918 | $1.85M | 0.48% | −187−0.5% | Reduced |
| Group One Trading, L.P. | 35,077 | $1.85M | 0.05% | +35,077 | New |
| Liberty Capital Management, Inc. | 35,176 | $1.86M | 0.35% | +780+2.3% | Added |
| Brinker Capital Investments, LLC | 35,373 | $1.87M | 0.01% | −3,239−8.4% | Reduced |
| Brookstone Capital Management | 35,667 | $1.88M | 0.02% | −16,185−31.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,934 | $1.90M | 0.01% | +781+2.2% | Added |
| Blue Square Asset Management, LLC | 35,929 | $1.90M | 0.84% | −1,561−4.2% | Reduced |
| Allianz SE | 36,084 | $1.91M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 35,928 | $1.92M | 0.00% | +1,324+3.8% | Added |
| Trust Co of Vermont | 36,436 | $1.93M | 0.08% | −495−1.3% | Reduced |
| Allianz Asset Management GmbH | 36,446 | $1.93M | 0.00% | −868−2.3% | Reduced |
| New Mexico Educational Retirement Board | 36,517 | $1.93M | 0.06% | +500+1.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 36,676 | $1.94M | 0.09% | +4,275+13.2% | Added |
| AMG National Trust Bank | 36,710 | $1.94M | 0.05% | +956+2.7% | Added |
| Beacon Pointe Advisors, LLC | 37,387 | $1.98M | 0.01% | +590+1.6% | Added |
| Evelyn Partners Investment Management LLP | 37,425 | $1.98M | 0.05% | −1,390−3.6% | Reduced |
| Harmony Asset Management LLC | 37,472 | $1.98M | 0.66% | −22,014−37.0% | Reduced |
| EP Wealth Advisors, LLC | 37,515 | $1.98M | 0.01% | +37,515 | New |
| Dai-Ichi Life Insurance Company, Ltd | 37,611 | $1.99M | 0.05% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 37,685 | $1.99M | 0.00% | −241,805−86.5% | Reduced |
| Stoneridge Investment Partners LLC | 38,298 | $2.02M | 1.41% | +19,899+108.2% | Added |
| HB Wealth Management, LLC | 38,358 | $2.03M | 0.01% | −281−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,425 | $2.03M | 0.02% | −469−1.2% | Reduced |
| Dearborn Partners LLC | 38,433 | $2.03M | 0.10% | −808−2.1% | Reduced |
| Poehling Capital Management, LLC | 38,442 | $2.03M | 0.42% | +52+0.1% | Added |
| J.W. Cole Advisors, Inc. | 39,476 | $2.06M | 0.05% | −2,351−5.6% | Reduced |
| Boston Partners | 39,041 | $2.06M | 0.00% | +6,653+20.5% | Added |
| Williams Jones Wealth Management, LLC. | 39,140 | $2.07M | 0.02% | −151,695−79.5% | Reduced |
| Bensler, LLC | 39,179 | $2.07M | 0.21% | −1,260−3.1% | Reduced |
| Maryland State Retirement & Pension System | 39,794 | $2.10M | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,489 | $2.11M | 0.11% | +2,006+5.4% | Added |
| Bleakley Financial Group, LLC | 39,999 | $2.11M | 0.04% | −14,746−26.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.11M | 0.57% | 00.0% | Unchanged |
| Axq Capital, LP | 40,073 | $2.12M | 0.48% | +40,073 | New |
| Savant Capital, LLC | 40,190 | $2.12M | 0.01% | −2,610−6.1% | Reduced |
| Generali Asset Management SPA SGR | 40,305 | $2.13M | 0.04% | +1,261+3.2% | Added |
| Louisiana State Employees Retirement System | 40,400 | $2.13M | 0.04% | −1,600−3.8% | Reduced |
| Gulf International Bank (UK) Ltd | 40,444 | $2.14M | 0.07% | +227+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 40,104 | $2.15M | 0.04% | −2,903−6.8% | Reduced |
| Elefante Mark B | 40,680 | $2.15M | 1.32% | −10,330−20.3% | Reduced |
| Qsemble Capital Management, LP | 40,837 | $2.16M | 0.18% | −91,987−69.3% | Reduced |
| Essex Financial Services, Inc. | 40,989 | $2.17M | 0.12% | +652+1.6% | Added |
| Numerai GP LLC | 41,007 | $2.17M | 0.26% | +12,751+45.1% | Added |
| Arete Wealth Advisors, LLC | 41,151 | $2.17M | 0.15% | −429−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,522 | $2.19M | 0.01% | −90,229−68.5% | Reduced |
| Tower Research Capital LLC (TRC) | 41,824 | $2.21M | 0.05% | +21,588+106.7% | Added |
| Pinnacle Associates Ltd | 41,947 | $2.22M | 0.03% | +2,881+7.4% | Added |
| Verition Fund Management LLC | 42,648 | $2.25M | 0.01% | +19,163+81.6% | Added |
| TD Waterhouse Canada Inc. | 42,989 | $2.27M | 0.01% | +7,049+19.6% | Added |
| Argent Trust Co | 43,141 | $2.28M | 0.08% | +2,747+6.8% | Added |
| Abn Amro Investment Solutions | 43,958 | $2.32M | 0.03% | +4,706+12.0% | Added |
| GPM Growth Investors, Inc. | 44,294 | $2.34M | 0.91% | −898−2.0% | Reduced |
| Tower View Investment Management & Research LLC | 44,729 | $2.36M | 1.17% | −17,051−27.6% | Reduced |
| Notis-McConarty Edward | 44,750 | $2.36M | 1.10% | −10,740−19.4% | Reduced |
| Monarch Capital Management Inc | 44,775 | $2.37M | 0.58% | +3,414+8.3% | Added |
| YHB Investment Advisors, Inc. | 44,915 | $2.37M | 0.16% | −770−1.7% | Reduced |
| Turas Capital Management LP | 45,103 | $2.38M | 0.80% | +45,103 | New |
| Venture Visionary Partners LLC | 44,756 | $2.39M | 0.08% | +239+0.5% | Added |
| Heritage Investors Management Corp | 45,465 | $2.40M | 0.07% | −2,800−5.8% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.41M | 0.07% | 00.0% | Unchanged |
| Hartford Investment Management Co | 45,833 | $2.42M | 0.07% | −1,058−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 45,882 | $2.42M | 0.12% | −14,532−24.1% | Reduced |
| Delta Capital Management LLC | 47,065 | $2.49M | 1.40% | −7,030−13.0% | Reduced |
| Crossmark Global Holdings, Inc. | 47,313 | $2.50M | 0.04% | +4,309+10.0% | Added |
| Park Avenue Securities LLC | 47,408 | $2.50M | 0.02% | −6,638−12.3% | Reduced |
| Capital Fund Management S.A. | 47,470 | $2.51M | 0.02% | +47,470 | New |
| Value Partners Investments Inc. | 47,651 | $2.52M | 0.19% | +13,898+41.2% | Added |
| Gator Capital Management, LLC | 48,379 | $2.56M | 0.53% | +48,379 | New |
| Campbell & CO Investment Adviser LLC | 48,523 | $2.56M | 0.12% | +48,523 | New |
| Merit Financial Group, LLC | 48,623 | $2.57M | 0.02% | +7,596+18.5% | Added |