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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,790 | $94.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,846 | $97.5K | 0.03% | −862−31.8% | Reduced |
| Duncker Streett & Co Inc | 1,875 | $99.1K | 0.02% | +5+0.3% | Added |
| Citizens National Bank Trust Department | 1,900 | $100.4K | 0.02% | −105−5.2% | Reduced |
| Camelot Portfolios, LLC | 1,900 | $100.4K | 0.06% | +1,900 | New |
| Sentry Investment Management LLC | 1,943 | $103.0K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,960 | $103.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,962 | $103.7K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,966 | $103.9K | 0.01% | −334−14.5% | Reduced |
| Wellington Shields & Co., LLC | 2,000 | $105.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,005 | $106.0K | 0.00% | +10.0% | Added |
| Cacti Asset Management LLC | 2,000 | $107.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,050 | $108.3K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $108.3K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,051 | $108.4K | 0.01% | −125−5.7% | Reduced |
| First Command Advisory Services, Inc. | 2,081 | $110.0K | 0.00% | +254+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,086 | $110.2K | 0.01% | +2,086 | New |
| Hantz Financial Services, Inc. | 2,115 | $112.0K | 0.00% | +258+13.9% | Added |
| Capital Advisors, Ltd. LLC | 2,134 | $113.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,146 | $113.4K | 0.06% | +9+0.4% | Added |
| MV Capital Management, Inc. | 2,157 | $114.0K | 0.01% | −9−0.4% | Reduced |
| Ulland Investment Advisors, LLC | 2,169 | $115.0K | 0.09% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,192 | $115.8K | 0.00% | +276+14.4% | Added |
| CVA Family Office, LLC | 2,221 | $117.4K | 0.01% | −178−7.4% | Reduced |
| Parvin Asset Management, LLC | 2,225 | $117.6K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $118.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,268 | $119.8K | 0.01% | +363+19.1% | Added |
| Hanson & Doremus Investment Management | 2,297 | $121.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $121.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,333 | $124.0K | 0.06% | +958+69.7% | Added |
| Optima Capital LLC | 2,393 | $126.4K | 0.05% | +2,393 | New |
| Onefund, LLC | 2,410 | $127.3K | 0.08% | +129+5.7% | Added |
| Stephenson National Bank & Trust | 2,523 | $133.3K | 0.04% | −236−8.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,562 | $135.4K | 0.03% | −7−0.3% | Reduced |
| Key Financial Inc | 2,576 | $136.1K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,581 | $136.4K | 0.07% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,633 | $139.1K | 0.04% | +2,633 | New |
| Wealth Preservation Advisors, LLC | 2,670 | $141.1K | 0.07% | −10.0% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $144.1K | 0.02% | +2,728 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,783 | $147.1K | 0.04% | −150−5.1% | Reduced |
| Costello Asset Management, INC | 2,898 | $153.1K | 0.05% | −198−6.4% | Reduced |
| First Financial Corp | 2,912 | $153.9K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,918 | $154.2K | 0.05% | −350−10.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,922 | $154.4K | 0.07% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,949 | $155.8K | 0.02% | −86−2.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,015 | $159.0K | 0.04% | −48−1.6% | Reduced |
| Manchester Capital Management LLC | 3,145 | $166.2K | 0.02% | +113+3.7% | Added |
| Larson Financial Group LLC | 3,148 | $166.3K | 0.01% | −842−21.1% | Reduced |
| Trust Co | 3,250 | $171.7K | 0.02% | +3,250 | New |
| Addison Advisors LLC | 3,304 | $174.6K | 0.04% | −61−1.8% | Reduced |
| Ares Financial Consulting, LLC | 3,330 | $176.0K | 0.17% | +3,330 | New |
| Smithfield Trust Co | 3,325 | $177.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 3,373 | $178.2K | 0.02% | −673−16.6% | Reduced |
| Basecamp Wealth Advisors LLC | 3,375 | $178.3K | 0.04% | +3,375 | New |
| Federated Hermes, Inc. | 3,377 | $178.4K | 0.00% | −2,020−37.4% | Reduced |
| Quent Capital, LLC | 3,379 | $178.5K | 0.01% | −92−2.7% | Reduced |
| Strengthening Families & Communities, LLC | 3,470 | $183.3K | 0.07% | +64+1.9% | Added |
| Harbor Investment Advisory, LLC | 3,597 | $190.1K | 0.01% | +1,200+50.1% | Added |
| Sittner & Nelson, LLC | 2,989 | $191.1K | 0.07% | −598−16.7% | Reduced |
| Banque de Luxembourg S.A. | 3,670 | $193.9K | 0.09% | +3,670 | New |
| State of Wyoming | 3,760 | $198.7K | 0.02% | −3,298−46.7% | Reduced |
| Broadwater Capital Management LLC | 3,769 | $199.2K | 0.15% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,789 | $200.2K | 0.04% | +40+1.1% | Added |
| National Asset Management, Inc. | 3,797 | $200.6K | 0.01% | −366−8.8% | Reduced |
| First Horizon Corp | 3,815 | $201.6K | 0.01% | −497−11.5% | Reduced |
| Versor Investments LP | 3,829 | $202.3K | 0.03% | −2,271−37.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,836 | $202.7K | 0.01% | +2,295+148.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,837 | $202.7K | 0.09% | +3,837 | New |
| Independence Bank of Kentucky | 3,840 | $202.9K | 0.03% | +34+0.9% | Added |
| 44 Wealth Management LLC | 3,844 | $203.1K | 0.07% | +3,844 | New |
| Ignite Planners, LLC | 3,414 | $203.4K | 0.03% | +14+0.4% | Added |
| SOL Capital Management CO | 3,860 | $204.0K | 0.02% | +3,860 | New |
| Baker Boyer National Bank | 3,881 | $205.1K | 0.06% | +270+7.5% | Added |
| Alpine Woods Capital Investors, LLC | 3,888 | $205.4K | 0.05% | −31,773−89.1% | Reduced |
| Douglas Lane & Associates, LLC | 3,906 | $206.4K | 0.00% | −125−3.1% | Reduced |
| Formidable Asset Management, LLC | 3,466 | $206.9K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,933 | $207.8K | 0.04% | −14−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 3,937 | $208.0K | 0.00% | 00.0% | Unchanged |
| Tannin Capital LLC | 3,966 | $209.6K | 0.19% | +3,966 | New |
| L2 Asset Management, LLC | 3,979 | $210.3K | 0.03% | +221+5.9% | Added |
| Code Waechter LLC | 3,983 | $210.5K | 0.14% | +189+5.0% | Added |
| Anchor Investment Management, LLC | 3,984 | $210.5K | 0.02% | −589−12.9% | Reduced |
| Cohen & Steers, Inc. | 4,000 | $211.0K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $212.0K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,020 | $212.4K | 0.01% | +84+2.1% | Added |
| Valmark Advisers, Inc. | 4,038 | $213.4K | 0.00% | −5−0.1% | Reduced |
| Ariadne Wealth Management, LP | 3,295 | $213.8K | 0.09% | +3,295 | New |
| Chicago Trust Co NA | 4,063 | $214.7K | 0.03% | −360−8.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,067 | $215.0K | 0.01% | +20.0% | Added |
| Cooper Financial Group | 4,071 | $215.1K | 0.02% | +441+12.1% | Added |
| Patton Fund Management, Inc. | 4,073 | $215.2K | 0.03% | +406+11.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,090 | $216.1K | 0.04% | +76+1.9% | Added |
| MSH Capital Advisors LLC | 4,107 | $217.0K | 0.05% | +107+2.7% | Added |
| BSW Wealth Partners | 4,122 | $217.8K | 0.03% | −964−19.0% | Reduced |
| Parsonex Advisory Services, Inc. | 4,138 | $218.7K | 0.14% | −506−10.9% | Reduced |
| Massmutual Trust Co FSB | 4,141 | $218.8K | 0.01% | +63+1.5% | Added |
| Abel Hall, LLC | 4,145 | $219.0K | 0.05% | +4,145 | New |
| Avidian Wealth Solutions, LLC | 4,149 | $219.2K | 0.01% | −264−6.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,163 | $220.0K | 0.02% | +186+4.7% | Added |
| Trust Point Inc. | 4,167 | $220.2K | 0.02% | −111−2.6% | Reduced |