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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 9,000 | $475.6K | 0.03% | +100+1.1% | Added |
| Shay Capital LLC | 9,000 | $475.6K | 0.08% | +9,000 | New |
| GeoWealth Management, LLC | 9,043 | $477.8K | 0.02% | −444−4.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,044 | $477.9K | 0.02% | −17−0.2% | Reduced |
| Smartleaf Asset Management LLC | 8,975 | $479.6K | 0.02% | +781+9.5% | Added |
| Fiduciary Group LLC | 9,077 | $479.6K | 0.04% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 9,097 | $480.7K | 0.01% | +9,097 | New |
| Carret Asset Management, LLC | 9,107 | $481.2K | 0.05% | −299−3.2% | Reduced |
| Skopos Labs, Inc. | 9,040 | $484.6K | 0.02% | +1,950+27.5% | Added |
| 1st Source Bank | 9,249 | $488.7K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,267 | $489.7K | 0.03% | −3,694−28.5% | Reduced |
| Advisors Asset Management, Inc. | 9,289 | $490.8K | 0.01% | −12,388−57.1% | Reduced |
| Independent Advisor Alliance | 9,301 | $491.5K | 0.01% | −1,181−11.3% | Reduced |
| Erste Asset Management GmbH | 9,177 | $492.0K | 0.00% | +1,336+17.0% | Added |
| Caxton Associates LLP | 9,327 | $492.8K | 0.01% | +9,327 | New |
| IHT Wealth Management, LLC | 9,367 | $495.0K | 0.01% | −1,497−13.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,395 | $496.4K | 0.00% | −2,200−19.0% | Reduced |
| Sagespring Wealth Partners, LLC | 9,421 | $497.8K | 0.01% | −1,432−13.2% | Reduced |
| Burns J W & Co Inc | 9,442 | $498.9K | 0.06% | −455−4.6% | Reduced |
| First Citizens Bank & Trust Co | 9,483 | $501.1K | 0.01% | +337+3.7% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $501.3K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 9,646 | $510.0K | 0.07% | −560−5.5% | Reduced |
| Wealthspire Advisors, LLC | 9,744 | $514.9K | 0.00% | +4,901+101.2% | Added |
| Laurel Wealth Advisors LLC | 9,760 | $515.7K | 0.07% | −125−1.3% | Reduced |
| Rialto Wealth Management, LLC | 9,833 | $519.6K | 0.12% | +90+0.9% | Added |
| Boothbay Fund Management, LLC | 9,915 | $523.9K | 0.01% | +1,775+21.8% | Added |
| Busey Wealth Management | 9,957 | $526.1K | 0.01% | +135+1.4% | Added |
| AE Wealth Management LLC | 9,986 | $527.6K | 0.00% | −798−7.4% | Reduced |
| Boston Trust Walden Corp | 9,987 | $527.7K | 0.00% | −200−2.0% | Reduced |
| Gifford Fong Associates | 10,000 | $528.0K | 0.11% | 00.0% | Unchanged |
| Simmons Bank | 10,017 | $529.3K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,034 | $530.2K | 0.02% | −1,699−14.5% | Reduced |
| Resonant Capital Advisors, LLC | 10,053 | $531.2K | 0.03% | −721−6.7% | Reduced |
| Ledyard National Bank | 10,056 | $531.4K | 0.05% | −299−2.9% | Reduced |
| DRW Securities, LLC | 10,059 | $531.5K | 0.04% | −25,041−71.3% | Reduced |
| Connable Office Inc | 10,062 | $531.7K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,068 | $532.0K | 0.00% | −1,102−9.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,131 | $535.3K | 0.04% | +261+2.6% | Added |
| Proffitt & Goodson Inc | 10,135 | $535.5K | 0.07% | +1,192+13.3% | Added |
| Valeo Financial Advisors, LLC | 10,169 | $537.3K | 0.01% | −2,365−18.9% | Reduced |
| Private Wealth Asset Management, LLC | 10,269 | $542.6K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 10,290 | $543.7K | 0.17% | −332−3.1% | Reduced |
| Bull Street Advisors, LLC | 10,301 | $544.0K | 0.25% | +125+1.2% | Added |
| Sage Investment Advisers LLC | 10,300 | $544.3K | 0.41% | +10,300 | New |
| Beck Mack & Oliver LLC | 10,394 | $549.2K | 0.01% | −300−2.8% | Reduced |
| Avestar Capital, LLC | 10,411 | $550.1K | 0.04% | −2,315−18.2% | Reduced |
| Mather Group, LLC. | 10,456 | $552.5K | 0.01% | −782−7.0% | Reduced |
| Abacus Wealth Partners, LLC | 10,481 | $553.8K | 0.05% | +6,946+196.5% | Added |
| Level Four Advisory Services, LLC | 10,612 | $560.8K | 0.02% | +2,544+31.5% | Added |
| Aureus Asset Management, LLC | 10,633 | $561.8K | 0.04% | −6,187−36.8% | Reduced |
| SHP Wealth Management | 10,648 | $562.7K | 0.04% | +10,648 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 10,718 | $566.3K | 0.00% | −6,059−36.1% | Reduced |
| Naples Global Advisors, LLC | 10,770 | $569.1K | 0.04% | −755−6.6% | Reduced |
| Milestone Asset Management Group, LLC | 10,782 | $569.7K | 0.32% | +230+2.2% | Added |
| City Holding Co | 10,846 | $573.1K | 0.07% | −1,395−11.4% | Reduced |
| Golden State Equity Partners | 10,878 | $574.8K | 0.09% | +10,878 | New |
| Washington Trust Co | 10,895 | $575.7K | 0.02% | −49−0.4% | Reduced |
| RMB Capital Management, LLC | 10,914 | $576.7K | 0.01% | +416+4.0% | Added |
| Coldstream Capital Management Inc | 10,968 | $579.6K | 0.01% | −2,233−16.9% | Reduced |
| Great Diamond Partners, LLC | 10,992 | $580.8K | 0.11% | −20−0.2% | Reduced |
| Quest Partners LLC | 11,030 | $582.8K | 0.03% | −7,211−39.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 8,933 | $582.9K | 0.05% | +8,933 | New |
| Baldwin Investment Management, LLC | 11,040 | $583.4K | 0.07% | −200−1.8% | Reduced |
| Hartford Financial Management Inc. | 11,069 | $584.9K | 0.15% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11,114 | $587.2K | 0.17% | +2,409+27.7% | Added |
| Plato Investment Management Ltd | 11,159 | $592.5K | 0.04% | −1,190−9.6% | Reduced |
| Columbia Asset Management | 11,226 | $593.2K | 0.11% | −350−3.0% | Reduced |
| Dover Advisors, LLC | 11,256 | $594.8K | 0.23% | −56−0.5% | Reduced |
| Sawgrass Asset Management LLC | 11,363 | $600.4K | 0.08% | −637−5.3% | Reduced |
| Core Wealth Partners LLC | 11,443 | $604.6K | 0.27% | +10+0.1% | Added |
| Bayesian Capital Management, LP | 11,500 | $607.7K | 1.39% | +11,500 | New |
| Allred Capital Management, LLC | 11,501 | $607.7K | 0.22% | −20.0% | Reduced |
| Tower Bridge Advisors | 11,534 | $609.5K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 11,575 | $611.6K | 0.03% | −273−2.3% | Reduced |
| Broderick Brian C | 11,642 | $615.2K | 0.12% | −88,242−88.3% | Reduced |
| Private Trust Co NA | 11,660 | $616.1K | 0.05% | +442+3.9% | Added |
| Grimes & Company, Inc. | 11,700 | $618.2K | 0.01% | −8−0.1% | Reduced |
| Ingalls & Snyder LLC | 11,733 | $620.0K | 0.02% | −672−5.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,942 | $631.0K | 0.03% | +784+7.0% | Added |
| Meridian Management Co | 12,000 | $634.1K | 0.16% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,077 | $638.3K | 0.01% | −1,327−9.9% | Reduced |
| Riverwater Partners LLC | 12,185 | $643.9K | 0.25% | +1,463+13.6% | Added |
| Bragg Financial Advisors, Inc | 12,213 | $645.3K | 0.02% | −401−3.2% | Reduced |
| StoneX Group Inc. | 12,296 | $649.8K | 0.03% | −174−1.4% | Reduced |
| Scotia Capital Inc. | 12,319 | $650.9K | 0.00% | +1,076+9.6% | Added |
| TCW Group Inc | 12,378 | $654.1K | 0.00% | +12,378 | New |
| Rexford Capital Inc | 12,473 | $659.1K | 0.50% | −600−4.6% | Reduced |
| Cary Street Partners Financial LLC | 12,528 | $662.0K | 0.02% | −82,084−86.8% | Reduced |
| Compass Wealth Management LLC | 12,546 | $662.9K | 0.17% | −40.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 12,422 | $663.7K | 0.06% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 12,568 | $664.1K | 0.14% | +82+0.7% | Added |
| Means Investment Co., Inc. | 12,608 | $666.2K | 0.06% | +30.0% | Added |
| Tower Trust & Investment Co | 12,613 | $666.4K | 0.42% | −466−3.6% | Reduced |
| Excalibur Management Corp | 12,636 | $667.7K | 0.24% | −150−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 12,653 | $668.6K | 0.02% | −213−1.7% | Reduced |
| Brendel Financial Advisors LLC | 12,743 | $673.3K | 0.33% | 00.0% | Unchanged |
| CX Institutional | 12,757 | $674.0K | 0.02% | −125−1.0% | Reduced |
| Sigma Planning Corp | 12,784 | $675.5K | 0.02% | −1,055−7.6% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $675.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,837 | $678.3K | 0.10% | +10+0.1% | Added |