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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 48,678 | $2.57M | 0.03% | +4,316+9.7% | Added |
| Brevan Howard Capital Management LP | 48,843 | $2.58M | 0.05% | +48,843 | New |
| J.P. Marvel Investment Advisors, LLC | 49,011 | $2.59M | 0.36% | −18,067−26.9% | Reduced |
| Evercore Wealth Management, LLC | 49,043 | $2.59M | 0.04% | −4,747−8.8% | Reduced |
| Norinchukin Bank, The | 49,163 | $2.60M | 0.03% | +3,012+6.5% | Added |
| Aigen Investment Management, LP | 49,268 | $2.60M | 0.60% | +166+0.3% | Added |
| Kentucky Retirement Systems | 49,809 | $2.63M | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 50,486 | $2.67M | 0.02% | −2,158−4.1% | Reduced |
| Carmel Capital Partners, LLC | 50,810 | $2.68M | 0.94% | +30,513+150.3% | Added |
| Oppenheimer & Co Inc | 50,934 | $2.69M | 0.04% | −2,637−4.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 51,092 | $2.70M | 0.44% | −48,265−48.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 52,093 | $2.75M | 0.01% | −1,664−3.1% | Reduced |
| QRG Capital Management, Inc. | 52,142 | $2.76M | 0.03% | −3,663−6.6% | Reduced |
| Hancock Whitney Corp | 52,171 | $2.76M | 0.05% | +8,464+19.4% | Added |
| Brown Brothers Harriman & Co | 52,607 | $2.78M | 0.02% | +449+0.9% | Added |
| JB Capital LLC | 53,130 | $2.81M | 0.11% | +155+0.3% | Added |
| Caisse des Depots Et Consignations | 53,583 | $2.83M | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 53,748 | $2.84M | 0.24% | +53,748 | New |
| Canandaigua National Bank & Trust Co | 53,987 | $2.85M | 0.26% | −854−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,450 | $2.88M | 0.01% | +1,025+1.9% | Added |
| Allstate Corp | 54,654 | $2.89M | 0.04% | +27,823+103.7% | Added |
| Dockside LLC | 55,120 | $2.91M | 0.75% | +55,120 | New |
| RSM US Wealth Management LLC | 54,658 | $2.92M | 0.04% | −2,055−3.6% | Reduced |
| NBT Bank N A | 55,553 | $2.94M | 0.19% | −580−1.0% | Reduced |
| Cambient Family Office, LLC | 56,417 | $2.98M | 0.43% | +56,417 | New |
| LRI Investments, LLC | 56,630 | $2.99M | 0.24% | −4,462−7.3% | Reduced |
| Sargent Investment Group, LLC | 56,655 | $2.99M | 0.38% | −1,105−1.9% | Reduced |
| Silvercrest Asset Management Group LLC | 56,926 | $3.01M | 0.02% | +2,678+4.9% | Added |
| Gilman Hill Asset Management, LLC | 57,220 | $3.02M | 0.48% | +1,221+2.2% | Added |
| Westport Asset Management Inc | 52,400 | $3.13M | 1.31% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 59,852 | $3.16M | 0.08% | +59,852 | New |
| Mizuho Securities USA LLC | 57,645 | $3.16M | 0.05% | −619−1.1% | Reduced |
| Patten Group, Inc. | 60,011 | $3.17M | 0.59% | −4,421−6.9% | Reduced |
| Daymark Wealth Partners, LLC | 60,953 | $3.22M | 0.10% | −1,662−2.7% | Reduced |
| Sanctuary Advisors, LLC | 61,098 | $3.23M | 0.02% | −1,154−1.9% | Reduced |
| Parsons Capital Management Inc | 63,021 | $3.33M | 0.18% | −1,546−2.4% | Reduced |
| Investment Management Corp of Ontario | 63,142 | $3.34M | 0.04% | +26,880+74.1% | Added |
| Cohen Capital Management, Inc. | 63,634 | $3.36M | 0.51% | 00.0% | Unchanged |
| Gabelli Funds LLC | 63,900 | $3.38M | 0.02% | +9,072+16.5% | Added |
| Jefferies Financial Group Inc. | 64,287 | $3.40M | 0.03% | +64,287 | New |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.43M | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 65,000 | $3.43M | 0.15% | +65,000 | New |
| MAI Capital Management | 65,341 | $3.45M | 0.02% | +3,436+5.6% | Added |
| Callan Family Office, LLC | 65,408 | $3.46M | 0.07% | −3,984−5.7% | Reduced |
| Occudo Quantitative Strategies LP | 65,444 | $3.46M | 0.23% | +65,444 | New |
| Circle Wealth Management, LLC | 65,831 | $3.48M | 0.05% | +88+0.1% | Added |
| Albar Capital Partners LLP | 67,257 | $3.55M | 0.84% | +67,257 | New |
| Polar Asset Management Partners Inc. | 67,400 | $3.56M | 0.07% | +67,400 | New |
| ASR Vermogensbeheer N.V. | 67,440 | $3.56M | 0.04% | −555−0.8% | Reduced |
| USS Investment Management Ltd | 68,053 | $3.60M | 0.02% | +846+1.3% | Added |
| Benjamin Edwards Inc | 68,260 | $3.61M | 0.04% | +1,359+2.0% | Added |
| Snowden Capital Advisors LLC | 68,868 | $3.64M | 0.09% | −658−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 69,358 | $3.67M | 0.02% | +1,833+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 69,764 | $3.69M | 0.06% | −1,732−2.4% | Reduced |
| Glenmede Trust Co NA | 70,249 | $3.71M | 0.02% | +70,249 | New |
| GWM Advisors LLC | 70,323 | $3.72M | 0.01% | −52,871−42.9% | Reduced |
| Rafferty Asset Management, LLC | 70,526 | $3.73M | 0.01% | −1,458−2.0% | Reduced |
| Summit Trail Advisors, LLC | 71,232 | $3.76M | 0.07% | +5,074+7.7% | Added |
| Private Advisor Group, LLC | 73,199 | $3.87M | 0.02% | −3,680−4.8% | Reduced |
| Waters Parkerson & Co., LLC | 73,595 | $3.89M | 0.19% | +3,225+4.6% | Added |
| Empowered Funds, LLC | 74,724 | $3.95M | 0.07% | +46,164+161.6% | Added |
| Evoke Wealth, LLC | 74,803 | $3.95M | 0.08% | −1,046−1.4% | Reduced |
| Entropy Technologies, LP | 76,158 | $4.02M | 0.22% | +31,344+69.9% | Added |
| UniSuper Management Pty Ltd | 76,439 | $4.04M | 0.02% | +1,031+1.4% | Added |
| Lifeworks Advisors, LLC | 76,884 | $4.06M | 0.53% | +24,295+46.2% | Added |
| Lido Advisors, LLC | 68,672 | $4.08M | 0.02% | −34,685−33.6% | Reduced |
| Fayez Sarofim & Co | 77,420 | $4.09M | 0.01% | −1,900−2.4% | Reduced |
| Clearbridge Investments, LLC | 77,455 | $4.09M | 0.00% | −500−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 78,110 | $4.13M | 0.01% | −4,953−6.0% | Reduced |
| Stephens Inc | 78,403 | $4.14M | 0.05% | +9,439+13.7% | Added |
| State of Alaska, Department of Revenue | 78,491 | $4.15M | 0.04% | −7,725−9.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,010 | $4.17M | 0.01% | +1,878+2.4% | Added |
| Nordea Investment Management AB | 78,469 | $4.18M | 0.00% | +2,944+3.9% | Added |
| Gillespie Robinson & Grimm Inc | 80,714 | $4.26M | 0.30% | −363,200−81.8% | Reduced |
| AdvisorNet Financial, Inc | 81,205 | $4.29M | 0.23% | +131+0.2% | Added |
| Capital Group Private Client Services, Inc. | 81,535 | $4.31M | 0.07% | −82,063−50.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 81,662 | $4.32M | 0.99% | +14,120+20.9% | Added |
| HM Payson & Co | 82,288 | $4.35M | 0.06% | −2,307−2.7% | Reduced |
| Wealthfront Advisers LLC | 82,289 | $4.35M | 0.01% | −3,939−4.6% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 84,220 | $4.45M | 0.44% | +84,220 | New |
| Douglass Winthrop Advisors, LLC | 84,347 | $4.46M | 0.08% | +3,166+3.9% | Added |
| OP Asset Management Ltd | 84,689 | $4.47M | 0.05% | +1,055+1.3% | Added |
| Mutual of America Capital Management LLC | 85,030 | $4.49M | 0.05% | −1,706−2.0% | Reduced |
| American Trust Investment Advisors, LLC | 86,306 | $4.56M | 2.44% | +1,501+1.8% | Added |
| CWM, LLC | 86,935 | $4.59M | 0.01% | +26,995+45.0% | Added |
| Ethic Inc. | 87,380 | $4.62M | 0.07% | −20,543−19.0% | Reduced |
| Pegasus Asset Management, Inc. | 87,632 | $4.63M | 1.43% | +3,951+4.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,533 | $4.63M | 0.03% | −18,723−17.6% | Reduced |
| Vontobel Holding Ltd. | 87,822 | $4.64M | 0.02% | −19,819−18.4% | Reduced |
| Adviser Investments LLC | 87,967 | $4.65M | 0.05% | +83,466+1,854.4% | Added |
| Clifford Swan Investment Counsel LLC | 88,161 | $4.66M | 0.15% | −1,818−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 89,638 | $4.74M | 0.57% | −5,035−5.3% | Reduced |
| XTX Topco Ltd | 89,839 | $4.75M | 0.12% | +35,857+66.4% | Added |
| Oregon Public Employees Retirement Fund | 90,579 | $4.79M | 0.06% | −800−0.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 90,852 | $4.80M | 0.04% | +90,852 | New |
| McMillan Office, Inc. | 90,996 | $4.81M | 0.58% | +90,996 | New |
| Tufton Capital Management | 91,500 | $4.83M | 0.84% | −1,605−1.7% | Reduced |
| Wesleyan Assurance Society | 92,200 | $4.87M | 0.28% | 00.0% | Unchanged |
| Regions Financial Corp | 92,549 | $4.89M | 0.03% | −1,819−1.9% | Reduced |
| IFP Advisors, Inc | 92,731 | $4.90M | 0.11% | +822+0.9% | Added |