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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 625 | $33.0K | 0.00% | −153−19.7% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $33.6K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $34.3K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 651 | $34.4K | 0.00% | +1+0.2% | Added |
| Avanza Fonder AB | 653 | $34.5K | 0.00% | −65,447−99.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 654 | $34.6K | 0.01% | +87+15.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 659 | $34.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 674 | $35.6K | 0.00% | +674 | New |
| Essential Partners LLC | 679 | $35.9K | 0.01% | +665+4,750.0% | Added |
| American Capital Advisory, LLC | 686 | $36.2K | 0.02% | +2+0.3% | Added |
| Prestige Wealth Management Group LLC | 687 | $36.3K | 0.01% | +40+6.2% | Added |
| Lavaca Capital LLC | 700 | $37.0K | 0.01% | −139−16.6% | Reduced |
| Heritage Wealth Advisors | 700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 741 | $39.2K | 0.01% | +741 | New |
| First United Bank Trust | 750 | $39.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $39.6K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 765 | $40.4K | 0.01% | +765 | New |
| Meramec Financial Planners, LLC | 635 | $40.6K | 0.02% | +635 | New |
| Reflection Asset Management | 775 | $41.0K | 0.03% | +775 | New |
| Westpac Banking Corp | 777 | $41.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 780 | $41.2K | 0.00% | −309−28.4% | Reduced |
| Flagship Wealth Advisors, LLC | 786 | $41.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 788 | $41.6K | 0.00% | +85+12.1% | Added |
| Deseret Mutual Benefit Administrators | 796 | $42.1K | 0.02% | −1,120−58.5% | Reduced |
| Centennial Bank | 799 | $42.2K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 802 | $42.4K | 0.01% | −100−11.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 810 | $42.8K | 0.06% | +21+2.7% | Added |
| MCF Advisors LLC | 810 | $42.8K | 0.00% | +630+350.0% | Added |
| Wall Street Access Asset Management, LLC | 820 | $43.3K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 825 | $43.6K | 0.00% | +825 | New |
| Cape Investment Advisory, Inc. | 834 | $44.1K | 0.01% | +547+190.6% | Added |
| Versant Capital Management, Inc | 838 | $44.3K | 0.01% | −450−34.9% | Reduced |
| United Community Bank | 840 | $44.4K | 0.02% | +87+11.6% | Added |
| Indiana Trust & Investment Management CO | 847 | $44.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 839 | $44.9K | 0.01% | +15+1.8% | Added |
| Murphy & Mullick Capital Management Corp | 849 | $44.9K | 0.03% | 00.0% | Unchanged |
| Maseco LLP | 853 | $45.1K | 0.00% | +3+0.4% | Added |
| Cypress Capital Management LLC (WY) | 860 | $45.4K | 0.04% | −200−18.9% | Reduced |
| Bruce G. Allen Investments, LLC | 866 | $45.8K | 0.03% | +442+104.2% | Added |
| First Community Trust NA | 872 | $46.1K | 0.03% | −600−40.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 890 | $46.8K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 900 | $47.6K | 0.04% | +100+12.5% | Added |
| CNB Bank | 903 | $47.7K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 907 | $47.9K | 0.00% | −168−15.6% | Reduced |
| Merited Wealth, LLC | 915 | $48.3K | 0.04% | +915 | New |
| Missouri Trust & Investment Co | 923 | $48.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 923 | $48.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 944 | $49.9K | 0.02% | −30−3.1% | Reduced |
| Garner Asset Management Corp | 944 | $49.9K | 0.02% | +944 | New |
| Motco | 948 | $50.1K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 967 | $51.1K | 0.02% | −333−25.6% | Reduced |
| Valley National Advisers Inc | 993 | $52.0K | 0.01% | −10−1.0% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $52.8K | 0.10% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,009 | $53.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,011 | $53.4K | 0.00% | +906+862.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,029 | $54.0K | 0.00% | +35+3.5% | Added |
| Birchbrook, Inc. | 1,025 | $54.2K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,032 | $54.5K | 0.01% | −79−7.1% | Reduced |
| Ossiam | 1,072 | $56.6K | 0.00% | +770+255.0% | Added |
| Old Second National Bank of Aurora | 1,075 | $56.8K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 1,085 | $57.3K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 1,103 | $58.0K | 0.01% | +1+0.1% | Added |
| DV Equities, LLC | 1,107 | $58.5K | 0.01% | +1,107 | New |
| Ritter Daniher Financial Advisory LLC | 1,118 | $59.1K | 0.01% | +738+194.2% | Added |
| Union Savings Bank | 1,124 | $59.4K | 0.03% | +1,124 | New |
| Truvestments Capital LLC | 1,130 | $59.7K | 0.01% | +4+0.4% | Added |
| Clear Street Markets LLC | 1,176 | $62.1K | 0.01% | −203−14.7% | Reduced |
| Paladin Advisory Group, LLC | 1,184 | $62.6K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,189 | $62.8K | 0.03% | −3−0.3% | Reduced |
| ORG Partners LLC | 1,193 | $63.0K | 0.01% | +532+80.5% | Added |
| Ramirez Asset Management, Inc. | 1,200 | $63.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,200 | $63.4K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,225 | $64.7K | 0.02% | −115−8.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,228 | $64.9K | 0.01% | −66−5.1% | Reduced |
| Abound Wealth Management | 1,254 | $66.3K | 0.02% | +69+5.8% | Added |
| Center for Financial Planning, Inc. | 1,271 | $67.2K | 0.01% | −19−1.5% | Reduced |
| City State Bank | 1,304 | $68.9K | 0.02% | +1+0.1% | Added |
| EFG International AG | 1,325 | $70.0K | 0.00% | +1,325 | New |
| MidFirst Bank | 1,339 | $70.8K | 0.01% | +1,339 | New |
| Hara Capital LLC | 1,340 | $70.8K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,392 | $73.6K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,399 | $73.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,409 | $74.5K | 0.01% | −161−10.3% | Reduced |
| Oakmont Corp | 1,413 | $74.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $75.7K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,455 | $76.9K | 0.03% | −102−6.6% | Reduced |
| CoreCap Advisors, LLC | 1,459 | $77.1K | 0.00% | +8+0.6% | Added |
| Sterling Capital Management LLC | 1,480 | $78.2K | 0.00% | −1,717−53.7% | Reduced |
| Hager Investment Management Services, LLC | 1,489 | $78.7K | 0.04% | −3,705−71.3% | Reduced |
| Sawyer & Company, Inc | 1,500 | $79.3K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $79.3K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,536 | $81.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,533 | $82.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,586 | $83.8K | 0.00% | +191+13.7% | Added |
| Quarry LP | 1,630 | $86.1K | 0.01% | −750−31.5% | Reduced |
| Hilltop National Bank | 1,667 | $88.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,734 | $91.7K | 0.00% | +1,734 | New |
| Generali Investments, Management Co LLC | 1,769 | $93.5K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,782 | $94.2K | 0.00% | +566+46.5% | Added |
| Grove Bank & Trust | 1,788 | $94.5K | 0.01% | 00.0% | Unchanged |