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 |
|---|---|---|---|---|---|
| TigerOak Management, L.L.C. | 4,167 | $220.2K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,173 | $220.5K | 0.00% | −726−14.8% | Reduced |
| Northwest Financial Advisors | 4,185 | $221.1K | 0.45% | −137−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 4,190 | $221.4K | 0.03% | +100+2.4% | Added |
| Radnor Capital Management, LLC | 4,192 | $221.5K | 0.03% | 00.0% | Unchanged |
| Montis Financial, LLC | 4,195 | $221.7K | 0.04% | +249+6.3% | Added |
| Townsend & Associates, Inc | 4,004 | $222.4K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,212 | $222.5K | 0.01% | −189−4.3% | Reduced |
| Pavion Blue Capital, LLC | 4,219 | $222.9K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,228 | $223.4K | 0.00% | −111−2.6% | Reduced |
| Northeast Investment Management | 4,264 | $225.3K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 4,276 | $225.9K | 0.05% | −1,782−29.4% | Reduced |
| Capital Advantage, Inc. | 4,285 | $226.4K | 0.03% | +10.0% | Added |
| Sentry LLC | 4,310 | $227.7K | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,319 | $228.2K | 0.01% | +464+12.0% | Added |
| Legacy Bridge, LLC | 4,331 | $228.9K | 0.09% | +28+0.7% | Added |
| Grandfield & Dodd, LLC | 4,335 | $229.1K | 0.01% | +7+0.2% | Added |
| Northwest Bancshares, Inc. | 4,341 | $229.4K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 4,347 | $229.7K | 0.01% | −12−0.3% | Reduced |
| Focus Financial Network, Inc. | 4,359 | $230.3K | 0.01% | −8,428−65.9% | Reduced |
| Colonial Trust Advisors | 4,360 | $230.4K | 0.02% | −388−8.2% | Reduced |
| Conning Inc. | 4,377 | $231.3K | 0.01% | −285−6.1% | Reduced |
| Paradigm Asset Management Co LLC | 4,400 | $232.5K | 0.05% | −300−6.4% | Reduced |
| Freedom Day Solutions, LLC | 4,403 | $232.6K | 0.06% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 4,442 | $234.7K | 0.22% | +4,442 | New |
| Sherbrooke Park Advisers LLC | 4,472 | $236.3K | 0.61% | −6,138−57.9% | Reduced |
| Holistic Financial Partners | 4,473 | $236.4K | 0.09% | −1,438−24.3% | Reduced |
| Waldron Private Wealth LLC | 4,478 | $236.6K | 0.01% | +431+10.6% | Added |
| Warner Group LLC | 4,500 | $237.8K | 0.15% | +4,500 | New |
| Crawford Investment Counsel Inc | 4,507 | $238.2K | 0.00% | −330−6.8% | Reduced |
| Mystic Asset Management, Inc. | 4,509 | $238.3K | 0.05% | −1,600−26.2% | Reduced |
| Northstar Financial Companies, Inc. | 4,516 | $238.6K | 0.19% | −147−3.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 4,536 | $239.7K | 0.13% | +4,536 | New |
| Silicon Valley Capital Partners | 4,545 | $240.2K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,515 | $240.5K | 0.02% | −60−1.3% | Reduced |
| Banco Santander, S.A. | 4,565 | $241.2K | 0.00% | −623−12.0% | Reduced |
| Angeles Wealth Management, LLC | 4,567 | $241.3K | 0.01% | +217+5.0% | Added |
| Tred Avon Family Wealth, LLC | 4,608 | $243.5K | 0.08% | +271+6.2% | Added |
| Stock Yards Bank & Trust Co | 4,616 | $243.9K | 0.01% | −130−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 4,622 | $244.2K | 0.03% | +656+16.5% | Added |
| Endowment Wealth Management, Inc. | 4,632 | $244.7K | 0.11% | −50−1.1% | Reduced |
| Lighthouse Financial Services Inc | 4,640 | $245.2K | 0.06% | +4,640 | New |
| Koshinski Asset Management, Inc. | 4,650 | $245.7K | 0.02% | −199−4.1% | Reduced |
| Pines Wealth Management, LLC | 4,650 | $245.7K | 0.08% | +716+18.2% | Added |
| New Hampshire Trust | 4,663 | $246.4K | 0.05% | −122−2.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,667 | $246.6K | 0.03% | −88−1.9% | Reduced |
| HCR Wealth Advisors | 4,675 | $247.1K | 0.02% | +20.0% | Added |
| Fire Capital Management LLC | 4,692 | $247.9K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,723 | $249.5K | 0.01% | +4,723 | New |
| ProCore Advisors, LLC | 4,727 | $249.8K | 0.26% | +4,727 | New |
| Groesbeck Investment Management Corp | 4,722 | $250.0K | 0.47% | +16+0.3% | Added |
| Cornerstone Wealth Group, LLC | 4,745 | $250.7K | 0.02% | −415−8.0% | Reduced |
| FIL Ltd | 4,756 | $251.3K | 0.00% | +497+11.7% | Added |
| First National Trust Co | 4,757 | $251.4K | 0.01% | −877−15.6% | Reduced |
| Marex Group plc | 4,757 | $251.4K | 0.00% | +4,757 | New |
| Cornerstone National Bank & Trust Co | 4,760 | $251.5K | 0.10% | −8,758−64.8% | Reduced |
| New England Capital Financial Advisors LLC | 4,764 | $251.8K | 0.10% | +13+0.3% | Added |
| Texas Yale Capital Corp. | 4,843 | $255.9K | 0.01% | +385+8.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,845 | $256.0K | 0.11% | −128−2.6% | Reduced |
| GM Advisory Group, Inc. | 4,849 | $256.2K | 0.01% | +80+1.7% | Added |
| Berkshire Money Management, Inc. | 4,862 | $256.9K | 0.02% | +4,862 | New |
| GSB Wealth Management, LLC | 4,864 | $257.0K | 0.06% | +9+0.2% | Added |
| Donaldson Capital Management, LLC | 4,866 | $257.1K | 0.01% | +17+0.4% | Added |
| Stratos Wealth Advisors, LLC | 4,872 | $257.4K | 0.01% | +4+0.1% | Added |
| Joel Isaacson & Co., LLC | 4,905 | $259.2K | 0.01% | +438+9.8% | Added |
| Peddock Capital Advisors, LLC | 4,956 | $261.9K | 0.05% | −204−4.0% | Reduced |
| Pure Financial Advisors, Inc. | 4,960 | $262.1K | 0.00% | −486−8.9% | Reduced |
| QTR Family Wealth, LLC | 3,983 | $262.2K | 0.12% | +3,983 | New |
| Arrow Financial Corp | 4,975 | $262.9K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 5,000 | $264.2K | 0.05% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 4,946 | $264.3K | 0.00% | −1,665−25.2% | Reduced |
| Atlantic Trust, LLC | 5,006 | $264.5K | 0.04% | −162−3.1% | Reduced |
| Groupama Asset Managment | 5,019 | $265.2K | 0.00% | +38+0.8% | Added |
| PKS Advisory Services, LLC | 5,023 | $265.4K | 0.06% | −84−1.6% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $265.6K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 5,038 | $266.2K | 0.02% | −924−15.5% | Reduced |
| LGT Group Foundation | 5,000 | $267.1K | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 5,057 | $267.2K | 0.00% | −118−2.3% | Reduced |
| Ted Buchan & Co | 5,070 | $267.9K | 0.10% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,100 | $269.5K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,104 | $269.7K | 0.02% | +409+8.7% | Added |
| Bailard, Inc. | 5,104 | $269.7K | 0.01% | −1,679−24.8% | Reduced |
| United Bank | 5,118 | $270.4K | 0.09% | −15,878−75.6% | Reduced |
| Ransom Advisory, Ltd | 5,129 | $271.0K | 0.11% | −650−11.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,149 | $272.1K | 0.05% | −159−3.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $273.0K | 0.19% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 5,170 | $273.2K | 0.00% | +26+0.5% | Added |
| Krilogy Financial LLC | 4,787 | $274.6K | 0.01% | +4,787 | New |
| Penserra Capital Management LLC | 5,227 | $275.0K | 0.00% | +1,619+44.9% | Added |
| South State Corp. | 5,225 | $276.1K | 0.01% | +31+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,267 | $278.3K | 0.01% | +199+3.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,287 | $279.4K | 0.03% | +5,287 | New |
| Colonial Trust Co | 5,288 | $279.4K | 0.04% | +127+2.5% | Added |
| Prudent Man Advisors, LLC | 5,291 | $279.6K | 0.10% | −38−0.7% | Reduced |
| Western Wealth Management, LLC | 5,301 | $280.1K | 0.01% | −238−4.3% | Reduced |
| Tennessee Valley Asset Management Partners | 5,309 | $280.5K | 0.04% | −205−3.7% | Reduced |
| KRS Capital Management, LLC | 5,318 | $281.0K | 0.16% | −489−8.4% | Reduced |
| Harbour Investments, Inc. | 5,325 | $281.4K | 0.01% | −1,081−16.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,325 | $281.4K | 0.01% | −130−2.4% | Reduced |