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 |
|---|---|---|---|---|---|
| 1 North Wealth Services LLC | 129 | $6.82K | 0.00% | +129 | New |
| Vision Financial Markets LLC | 133 | $6.98K | 0.01% | −59−30.7% | Reduced |
| ZRC Wealth Management, LLC | 136 | $7.18K | 0.00% | +1+0.7% | Added |
| UMA Financial Services, Inc. | 136 | $7.19K | 0.00% | −122−47.3% | Reduced |
| First Pacific Financial | 137 | $7.24K | 0.00% | −35−20.3% | Reduced |
| Kozak & Associates, Inc. | 132 | $7.42K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 143 | $7.56K | 0.01% | −32−18.3% | Reduced |
| Fourth Dimension Wealth, LLC | 143 | $7.56K | 0.00% | +1+0.7% | Added |
| Cornerstone Planning Group LLC | 132 | $7.64K | 0.00% | −483−78.5% | Reduced |
| RHL Group, LLC | 146 | $7.71K | 0.01% | +146 | New |
| Wolff Wiese Magana LLC | 147 | $7.77K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 148 | $7.82K | 0.00% | −5−3.3% | Reduced |
| Chung Wu Investment Group, LLC | 150 | $7.93K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 151 | $7.97K | 0.01% | +1+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 160 | $8.46K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 161 | $8.51K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 167 | $8.82K | 0.00% | −1−0.6% | Reduced |
| Howard Hughes Medical Institute | 171 | $9.04K | 0.01% | −1−0.6% | Reduced |
| Wilkerson Advisory Group LLC | 176 | $9.30K | 0.00% | +176 | New |
| Greenline Wealth Management LLC | 182 | $9.60K | 0.01% | +182 | New |
| Financial Management Professionals, Inc. | 183 | $9.69K | 0.00% | +36+24.5% | Added |
| NVWM, LLC | 185 | $9.78K | 0.00% | −5−2.6% | Reduced |
| Family CFO Inc | 186 | $9.83K | 0.00% | +186 | New |
| VSM Wealth Advisory, LLC | 201 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 203 | $10.7K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 220 | $12.2K | 0.01% | +220 | New |
| Horizon Bancorp Inc | 242 | $13.0K | 0.01% | −2,849−92.2% | Reduced |
| Raffa Wealth Management, LLC | 248 | $13.1K | 0.00% | +38+18.1% | Added |
| Raelipskie Partnership | 255 | $13.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 265 | $14.0K | 0.00% | −656−71.2% | Reduced |
| SWAN Capital LLC | 268 | $14.2K | 0.01% | +268 | New |
| Private Wealth Management Group, LLC | 271 | $14.3K | 0.00% | −2−0.7% | Reduced |
| Eq Wealth Advisors, LLC | 272 | $14.4K | 0.01% | +272 | New |
| Creative Financial Designs Inc | 276 | $14.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 277 | $14.6K | 0.01% | −300−52.0% | Reduced |
| Purpose Unlimited Inc. | 278 | $14.7K | 0.00% | +278 | New |
| S&T Bank | 290 | $15.3K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $15.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 315 | $16.6K | 0.00% | +315 | New |
| Archer Investment Corp | 318 | $16.8K | 0.00% | −216−40.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 320 | $16.9K | 0.01% | +320 | New |
| Vega Investment Solutions | 320 | $16.9K | 0.00% | +320 | New |
| Johnson Financial Group, Inc. | 322 | $17.0K | 0.00% | +61+23.4% | Added |
| Rosenberg Matthew Hamilton | 327 | $17.3K | 0.00% | −1,560−82.7% | Reduced |
| AdvisorShares Investments LLC | 335 | $17.7K | 0.00% | −540−61.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $17.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 356 | $18.8K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 360 | $19.0K | 0.01% | +360 | New |
| Meeder Asset Management Inc | 363 | $19.2K | 0.00% | +252+227.0% | Added |
| CGC Financial Services, LLC | 374 | $19.8K | 0.01% | −153−29.0% | Reduced |
| Entrust Financial LLC | 375 | $19.8K | 0.01% | +375 | New |
| Nemes Rush Group LLC | 395 | $20.9K | 0.00% | −200−33.6% | Reduced |
| Monetary Management Group Inc | 400 | $21.1K | 0.00% | −1,300−76.5% | Reduced |
| Concord Wealth Partners | 400 | $21.1K | 0.00% | −200−33.3% | Reduced |
| Olistico Wealth, LLC | 400 | $21.1K | 0.01% | +400 | New |
| Moisand Fitzgerald Tamayo, LLC | 403 | $21.3K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 404 | $21.3K | 0.01% | +404 | New |
| 1620 Investment Advisors, Inc. | 407 | $21.5K | 0.01% | −51−11.1% | Reduced |
| Wellington-Altus USA Inc. | 412 | $21.8K | 0.02% | +412 | New |
| Swiss Re Ltd | 416 | $22.0K | 0.00% | +416 | New |
| GW&K Investment Management, LLC | 414 | $22.0K | 0.00% | −53−11.3% | Reduced |
| Intelligent Financial Strategies | 423 | $22.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 429 | $22.7K | 0.00% | −4−0.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 432 | $22.8K | 0.01% | +330+323.5% | Added |
| Curat Global, LLC | 435 | $23.0K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 443 | $23.5K | 0.02% | +443 | New |
| Coastline Trust Co | 460 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 460 | $24.3K | 0.01% | +460 | New |
| Investment Research & Advisory Group, Inc. | 451 | $24.4K | 0.01% | −51−10.2% | Reduced |
| DT Investment Partners, LLC | 461 | $24.4K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 466 | $24.6K | 0.01% | +466 | New |
| YANKCOM Partnership | 473 | $25.0K | 0.01% | +208+78.5% | Added |
| Kerr Financial Planning Corp | 400 | $25.0K | 0.03% | −19−4.5% | Reduced |
| Red Tortoise LLC | 481 | $25.4K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 482 | $25.5K | 0.01% | +50+11.6% | Added |
| True Wealth Design, LLC | 486 | $25.7K | 0.01% | +427+723.7% | Added |
| Salomon & Ludwin, LLC | 482 | $25.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 492 | $26.0K | 0.00% | +51+11.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 496 | $26.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 500 | $26.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 500 | $26.4K | 0.01% | +300+150.0% | Added |
| Walsh & Associates, LLC | 500 | $26.4K | 0.03% | +500 | New |
| Highline Wealth Partners LLC | 507 | $26.8K | 0.01% | −126−19.9% | Reduced |
| Core Alternative Capital | 508 | $26.8K | 0.01% | −101−16.6% | Reduced |
| SJS Investment Consulting Inc. | 512 | $27.1K | 0.00% | +22+4.5% | Added |
| Union Bancaire Privee, UBP SA | 510 | $27.2K | 0.00% | +510 | New |
| Consultiva Wealth Management, Corp. | 523 | $27.6K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 514 | $28.9K | 0.00% | +22+4.5% | Added |
| Cheviot Value Management, LLC | 502 | $29.1K | 0.00% | −100−16.6% | Reduced |
| West Branch Capital LLC | 590 | $31.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 591 | $31.2K | 0.01% | −233−28.3% | Reduced |
| GHP Investment Advisors, Inc. | 596 | $31.5K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 600 | $31.7K | 0.03% | +600 | New |
| WPG Advisers, LLC | 606 | $32.0K | 0.02% | +44+7.8% | Added |
| Pinnacle Bancorp, Inc. | 616 | $32.5K | 0.01% | −127−17.1% | Reduced |
| Tompkins Financial Corp | 619 | $32.7K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 620 | $32.8K | 0.02% | +620 | New |
| Country Trust Bank | 622 | $32.9K | 0.00% | +110+21.5% | Added |