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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 6,636 | $350.6K | 0.01% | −10.0% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $351.4K | 0.05% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $351.6K | 0.12% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $351.9K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $352.1K | 0.18% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,682 | $353.1K | 0.03% | −54,012−89.0% | Reduced |
| NTV Asset Management LLC | 6,700 | $354.0K | 0.04% | −10.0% | Reduced |
| Farmers National Bank | 6,700 | $354.0K | 0.08% | 00.0% | Unchanged |
| Haverford Trust Co | 6,756 | $357.0K | 0.00% | +11+0.2% | Added |
| Apella Capital, LLC | 6,762 | $357.3K | 0.01% | +6,762 | New |
| Ieq Capital, LLC | 6,771 | $357.8K | 0.00% | −117−1.7% | Reduced |
| First City Capital Management, Inc. | 6,779 | $358.2K | 0.19% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6,795 | $359.0K | 0.06% | −7−0.1% | Reduced |
| LVW Advisors, LLC | 6,831 | $361.0K | 0.04% | −348−4.8% | Reduced |
| Rothschild Investment LLC | 6,855 | $362.2K | 0.02% | −121−1.7% | Reduced |
| Boston Family Office LLC | 6,883 | $364.0K | 0.02% | +83+1.2% | Added |
| Mengis Capital Management, Inc. | 6,901 | $364.6K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,924 | $365.9K | 0.05% | +20+0.3% | Added |
| Webster Bank, N. A. | 6,931 | $366.2K | 0.03% | −150−2.1% | Reduced |
| St Germain D J Co Inc | 7,003 | $370.0K | 0.01% | −166−2.3% | Reduced |
| Moody National Bank Trust Division | 7,036 | $371.8K | 0.04% | −2,897−29.2% | Reduced |
| PFG Investments, LLC | 7,044 | $372.2K | 0.02% | −123−1.7% | Reduced |
| Franklin Street Advisors Inc | 7,047 | $372.4K | 0.02% | +924+15.1% | Added |
| Exencial Wealth Advisors, LLC | 7,064 | $373.3K | 0.01% | −84−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 7,070 | $373.6K | 0.05% | +1,500+26.9% | Added |
| Ameritas Investment Partners, Inc. | 7,086 | $374.4K | 0.01% | −206−2.8% | Reduced |
| Teza Capital Management LLC | 7,129 | $376.7K | 1.21% | +7,129 | New |
| FSM Wealth Advisors, LLC | 7,130 | $376.7K | 0.05% | −3,299−31.6% | Reduced |
| Profund Advisors LLC | 7,147 | $377.6K | 0.01% | −1,660−18.8% | Reduced |
| MQS Management LLC | 7,148 | $377.7K | 0.22% | +7,148 | New |
| JM2 Capital Inc. | 7,163 | $378.5K | 0.30% | +7,163 | New |
| Phoenix Holdings Ltd. | 7,176 | $379.2K | 0.00% | +1,878+35.4% | Added |
| Axxcess Wealth Management, LLC | 7,179 | $379.3K | 0.01% | −77,277−91.5% | Reduced |
| Checchi Capital Advisers, LLC | 7,233 | $382.2K | 0.03% | −764−9.6% | Reduced |
| Nautilus Advisors LLC | 7,239 | $382.5K | 0.25% | −5,795−44.5% | Reduced |
| Bokf, NA | 7,240 | $382.6K | 0.01% | −1,210−14.3% | Reduced |
| Fruth Investment Management | 7,281 | $384.0K | 0.10% | 00.0% | Unchanged |
| Davidson Trust Co | 7,268 | $384.0K | 0.16% | +2,544+53.9% | Added |
| Fortune Financial Advisors, LLC | 7,302 | $385.8K | 0.26% | −133−1.8% | Reduced |
| Montecito Bank & Trust | 7,322 | $386.9K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,345 | $388.2K | 0.01% | +106+1.5% | Added |
| Shelton Capital Management | 7,376 | $389.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,379 | $389.9K | 0.27% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,388 | $390.4K | 0.04% | −351−4.5% | Reduced |
| Verdence Capital Advisors LLC | 7,405 | $391.3K | 0.02% | −723−8.9% | Reduced |
| Rodgers Brothers Inc. | 7,409 | $391.5K | 0.05% | −704−8.7% | Reduced |
| Arkadios Wealth Advisors | 7,540 | $398.4K | 0.01% | −1,701−18.4% | Reduced |
| Strategic Planning, Inc. | 7,550 | $398.9K | 0.21% | −87−1.1% | Reduced |
| Cigna Investments Inc | 7,580 | $400.0K | 0.06% | −322−4.1% | Reduced |
| Los Angeles Capital Management LLC | 6,828 | $401.8K | 0.00% | −202−2.9% | Reduced |
| Atwood & Palmer Inc | 7,607 | $402.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 7,632 | $403.3K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,655 | $404.5K | 0.00% | −653−7.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,683 | $406.0K | 0.01% | −600−7.2% | Reduced |
| First Western Trust Bank | 7,688 | $406.2K | 0.02% | −2,330−23.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,752 | $409.6K | 0.02% | +118+1.5% | Added |
| Wealthcare Advisory Partners LLC | 7,787 | $411.5K | 0.01% | +1,199+18.2% | Added |
| Financial Perspectives, Inc | 7,828 | $413.6K | 0.11% | +55+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $417.1K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,896 | $417.2K | 0.02% | +3,441+77.2% | Added |
| Riggs Asset Managment Co. Inc. | 7,899 | $417.4K | 0.08% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 7,900 | $417.4K | 0.03% | −900−10.2% | Reduced |
| Trust Co of Virginia | 7,935 | $419.3K | 0.03% | −186−2.3% | Reduced |
| Winton Group Ltd | 7,950 | $420.1K | 0.01% | +7,950 | New |
| KCM Investment Advisors LLC | 7,960 | $420.6K | 0.01% | −1,758−18.1% | Reduced |
| Mission Wealth Management, LP | 8,025 | $424.0K | 0.01% | +123+1.6% | Added |
| CFO4Life Group, LLC | 8,037 | $424.7K | 0.06% | +36+0.4% | Added |
| Malaga Cove Capital, LLC | 8,054 | $425.6K | 0.15% | +1,106+15.9% | Added |
| Ascent Group, LLC | 8,063 | $426.1K | 0.01% | −387−4.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,093 | $427.6K | 0.02% | +303+3.9% | Added |
| Signature Estate & Investment Advisors LLC | 8,106 | $428.3K | 0.01% | −2,328−22.3% | Reduced |
| NorthRock Partners, LLC | 8,112 | $428.7K | 0.01% | −6,631−45.0% | Reduced |
| Rockland Trust Co | 8,119 | $429.0K | 0.02% | −2,062−20.3% | Reduced |
| Pointe Capital Management LLC | 8,223 | $434.5K | 0.22% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,659 | $437.1K | 0.00% | +30.0% | Added |
| New England Research & Management, Inc. | 8,275 | $437.3K | 0.19% | −41,275−83.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $437.8K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,644 | $438.0K | 0.01% | +1,234+19.3% | Added |
| Forum Financial Management, LP | 8,393 | $443.5K | 0.01% | −2,857−25.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,401 | $443.9K | 0.02% | +5+0.1% | Added |
| Sivia Capital Partners, LLC | 8,412 | $444.5K | 0.09% | +8,412 | New |
| Savvy Advisors, Inc. | 8,442 | $446.1K | 0.01% | +1,338+18.8% | Added |
| Syon Capital LLC | 8,492 | $448.7K | 0.02% | −110−1.3% | Reduced |
| Intact Investment Management Inc. | 8,500 | $449.1K | 0.01% | +1,400+19.7% | Added |
| Integrity Alliance, LLC. | 8,518 | $450.1K | 0.02% | −85−1.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,569 | $452.8K | 0.13% | +15+0.2% | Added |
| Drexel Morgan & Co. | 8,578 | $453.3K | 0.07% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $454.4K | 0.12% | 00.0% | Unchanged |
| First National Bank of Omaha | 8,508 | $454.6K | 0.01% | +8,508 | New |
| Prospera Financial Services Inc | 8,615 | $455.6K | 0.01% | −205−2.3% | Reduced |
| VestGen Advisors, LLC | 8,633 | $456.2K | 0.02% | −1,674−16.2% | Reduced |
| GTS Securities LLC | 8,689 | $459.1K | 0.02% | +8,689 | New |
| RFG Advisory, LLC | 8,737 | $461.7K | 0.01% | −1,910−17.9% | Reduced |
| International Assets Investment Management, LLC | 8,785 | $464.2K | 0.03% | −572−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 8,815 | $465.8K | 0.01% | −3,866−30.5% | Reduced |
| Sky Investment Group LLC | 8,840 | $467.1K | 0.08% | +21+0.2% | Added |
| One Wealth Advisors, LLC | 8,871 | $468.7K | 0.06% | +5,301+148.5% | Added |
| Fidelis Capital Partners, LLC | 8,931 | $471.9K | 0.03% | −386−4.1% | Reduced |
| Wellington Management Group LLP | 8,953 | $473.1K | 0.00% | −7,733−46.3% | Reduced |
| River Wealth Advisors LLC | 8,957 | $473.3K | 0.05% | +410+4.8% | Added |