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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 5,326 | $281.4K | 0.02% | −5−0.1% | Reduced |
| Geneos Wealth Management Inc. | 5,352 | $282.8K | 0.01% | +172+3.3% | Added |
| Reuter James Wealth Management, LLC | 5,360 | $283.2K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,374 | $284.0K | 0.05% | −238−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,375 | $284.0K | 0.08% | +5,375 | New |
| McDonald Partners LLC | 5,379 | $284.2K | 0.09% | −175−3.2% | Reduced |
| Equitable Trust Co | 5,380 | $284.3K | 0.01% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 5,388 | $284.7K | 0.19% | −310−5.4% | Reduced |
| DeDora Capital, Inc. | 5,404 | $285.5K | 0.07% | −17−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 5,415 | $286.1K | 0.01% | +87+1.6% | Added |
| Acropolis Investment Management, LLC | 5,419 | $286.4K | 0.01% | −154−2.8% | Reduced |
| We Are One Seven, LLC | 5,441 | $287.5K | 0.01% | +1,383+34.1% | Added |
| Atomi Financial Group, Inc. | 5,454 | $288.2K | 0.01% | −1,609−22.8% | Reduced |
| R Squared Ltd | 5,462 | $288.6K | 0.13% | +5,462 | New |
| Parkside Financial Bank & Trust | 5,464 | $288.7K | 0.02% | −326−5.6% | Reduced |
| Leavell Investment Management, Inc. | 5,470 | $289.0K | 0.01% | −300−5.2% | Reduced |
| Enterprise Financial Services Corp | 5,472 | $289.1K | 0.15% | +33+0.6% | Added |
| Legacy Trust | 5,473 | $289.2K | 0.05% | +5,473 | New |
| Equitable Holdings, Inc. | 5,479 | $289.5K | 0.00% | −1,366−20.0% | Reduced |
| Mindset Wealth Management, LLC | 5,486 | $289.9K | 0.08% | −500−8.4% | Reduced |
| Sky-Mountain Capital Management, Inc. | 5,059 | $290.2K | 0.19% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,513 | $291.3K | 0.00% | −1,623−22.7% | Reduced |
| Center For Asset Management LLC | 5,525 | $291.9K | 0.15% | +1,378+33.2% | Added |
| Hills Bank & Trust Co | 5,525 | $291.9K | 0.02% | −3,595−39.4% | Reduced |
| Financial Engines Advisors L.L.C. | 5,538 | $292.6K | 0.00% | +565+11.4% | Added |
| Cardinal Point Capital Management, ULC | 5,540 | $292.7K | 0.02% | −1,820−24.7% | Reduced |
| Bridgewater Advisors Inc. | 5,287 | $293.0K | 0.02% | +100+1.9% | Added |
| CPA Asset Management LLC | 5,568 | $294.2K | 0.10% | +1,828+48.9% | Added |
| HORAN Wealth, LLC | 5,571 | $294.4K | 0.05% | +4+0.1% | Added |
| Peoples Financial Services Corp. | 5,590 | $295.4K | 0.14% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,615 | $296.7K | 0.09% | +5,615 | New |
| Childress Capital Advisors, LLC | 5,628 | $297.4K | 0.05% | −198−3.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $297.4K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,655 | $299.0K | 0.07% | −75−1.3% | Reduced |
| Eagle Wealth Advisors LLC | 5,692 | $300.8K | 0.26% | +5,692 | New |
| Ancora Advisors, LLC | 5,696 | $301.0K | 0.01% | +305+5.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,715 | $302.0K | 0.01% | +875+18.1% | Added |
| Tiemann Investment Advisors, LLC | 5,746 | $303.6K | 0.12% | −100−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 5,748 | $304.6K | 0.07% | −206−3.5% | Reduced |
| Twelve Points Wealth Management LLC | 5,423 | $305.0K | 0.07% | +110+2.1% | Added |
| Woodmont Investment Counsel LLC | 5,785 | $305.7K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,786 | $305.7K | 0.01% | +779+15.6% | Added |
| Washington Trust Advisors, Inc. | 5,800 | $306.5K | 0.02% | −43−0.7% | Reduced |
| MEMBERS Trust Co | 5,813 | $307.2K | 0.01% | −318−5.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,818 | $307.4K | 0.03% | −117−2.0% | Reduced |
| Miller Investment Management, LP | 5,840 | $308.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 5,854 | $309.3K | 0.01% | +375+6.8% | Added |
| Virtue Capital Management, LLC | 5,802 | $310.5K | 0.05% | +4,725+438.7% | Added |
| KLCM Advisors, Inc. | 5,890 | $311.2K | 0.03% | +5,890 | New |
| GKV Capital Management Co., Inc. | 5,900 | $311.8K | 0.12% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,900 | $311.8K | 0.02% | +68+1.2% | Added |
| Founders Financial Alliance, LLC | 5,928 | $313.2K | 0.06% | +6+0.1% | Added |
| Guardian Wealth Advisors, LLC | 5,947 | $314.3K | 0.02% | +5,947 | New |
| Chemung Canal Trust Co | 5,962 | $315.0K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,985 | $316.2K | 0.13% | +20.0% | Added |
| Longfellow Investment Management Co LLC | 5,995 | $316.8K | 0.07% | +5,995 | New |
| Systematic Financial Management LP | 6,000 | $317.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $317.0K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $317.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,008 | $317.5K | 0.02% | +539+9.9% | Added |
| Hazlett, Burt & Watson, Inc. | 6,013 | $318.0K | 0.10% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,030 | $318.6K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,033 | $318.8K | 0.16% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,034 | $318.9K | 0.01% | +171+2.9% | Added |
| Atlantic Union Bankshares Corp | 6,041 | $319.2K | 0.01% | −715−10.6% | Reduced |
| Forbes J M & Co LLP | 6,053 | $319.8K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,094 | $322.0K | 0.16% | 00.0% | Unchanged |
| SCS Capital Management LLC | 6,100 | $322.3K | 0.00% | −440−6.7% | Reduced |
| Sunbelt Securities, Inc. | 6,107 | $322.7K | 0.02% | −7−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 6,128 | $323.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,155 | $325.2K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,165 | $325.8K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,170 | $326.0K | 0.04% | −18,212−74.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,247 | $330.1K | 0.04% | +57+0.9% | Added |
| Marco Investment Management LLC | 6,256 | $330.6K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,264 | $331.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 6,291 | $332.4K | 0.01% | −824−11.6% | Reduced |
| Berkshire Asset Management LLC | 6,301 | $332.9K | 0.01% | +30.0% | Added |
| First Bank & Trust | 6,308 | $333.3K | 0.05% | −315−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 6,314 | $333.6K | 0.01% | +636+11.2% | Added |
| Ronald Blue Trust, Inc. | 6,326 | $334.3K | 0.00% | +2,909+85.1% | Added |
| Mountain Pacific Investment Advisers Inc | 6,330 | $334.5K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,331 | $334.5K | 0.03% | +805+14.6% | Added |
| Robinson Smith Wealth Advisors LLC | 6,349 | $335.5K | 0.23% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6,373 | $336.7K | 0.02% | +1,209+23.4% | Added |
| Midwest Trust Co | 6,376 | $336.9K | 0.00% | +202+3.3% | Added |
| Basepoint Wealth LLC | 6,391 | $337.7K | 0.21% | −207−3.1% | Reduced |
| Evolve Private Wealth, LLC | 6,406 | $338.5K | 0.02% | +6,406 | New |
| TCTC Holdings, LLC | 6,500 | $343.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 6,505 | $343.7K | 0.05% | +1,455+28.8% | Added |
| Triangle Securities Wealth Management | 6,508 | $343.9K | 0.07% | +115+1.8% | Added |
| TCG Advisory Services, LLC | 6,509 | $344.0K | 0.01% | −9−0.1% | Reduced |
| Fortress Private Ledger, LLC | 6,514 | $344.2K | 0.11% | +6,514 | New |
| Founders Financial Securities LLC | 6,521 | $344.6K | 0.02% | +402+6.6% | Added |
| Farmers Trust Co | 6,525 | $344.8K | 0.06% | −188−2.8% | Reduced |
| Meridian Wealth Management, LLC | 6,539 | $345.5K | 0.01% | −1,266−16.2% | Reduced |
| Southeast Asset Advisors Inc. | 6,560 | $346.6K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 6,583 | $347.8K | 0.20% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,610 | $349.3K | 0.04% | +30.0% | Added |
| Mirabella Financial Services LLP | 6,615 | $349.5K | 0.03% | +6,615 | New |