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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 12,837 | $678.3K | 0.23% | +20.0% | Added |
| Werlinich Asset Management, LLC | 12,698 | $678.5K | 0.33% | +75+0.6% | Added |
| Soltis Investment Advisors LLC | 12,855 | $679.3K | 0.04% | −55−0.4% | Reduced |
| King Luther Capital Management Corp | 12,911 | $682.2K | 0.00% | +12,911 | New |
| Charter Trust Co | 12,916 | $682.5K | 0.04% | −212−1.6% | Reduced |
| ELCO Management Co., LLC | 12,930 | $683.2K | 0.43% | −164−1.3% | Reduced |
| Rossmore Private Capital | 12,944 | $684.0K | 0.06% | +187+1.5% | Added |
| Harbor Advisors LLC | 13,000 | $686.9K | 0.10% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 13,001 | $687.0K | 0.25% | +125+1.0% | Added |
| N.E.W. Advisory Services LLC | 13,007 | $687.3K | 0.05% | +10.0% | Added |
| Lakewood Asset Management LLC | 13,085 | $691.4K | 0.41% | −1,194−8.4% | Reduced |
| Valley Brook Capital Group | 13,118 | $693.2K | 0.46% | −200−1.5% | Reduced |
| Everett Harris & Co | 13,152 | $695.0K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,178 | $696.3K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,205 | $697.8K | 0.03% | −5,823−30.6% | Reduced |
| Centiva Capital, LP | 13,208 | $697.9K | 0.04% | +13,208 | New |
| Amussen Hunsaker Associates LLC | 13,211 | $698.1K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,240 | $699.6K | 0.01% | −71−0.5% | Reduced |
| Evergreen Capital Management LLC | 13,361 | $706.0K | 0.02% | +7,149+115.1% | Added |
| Waterford Advisors, LLC | 13,381 | $707.1K | 0.28% | 00.0% | Unchanged |
| Umb Bank N A | 13,390 | $707.5K | 0.01% | +1,378+11.5% | Added |
| Ritholtz Wealth Management | 13,421 | $709.2K | 0.01% | +3,946+41.6% | Added |
| Schnieders Capital Management, LLC. | 13,567 | $716.9K | 0.11% | −3,200−19.1% | Reduced |
| Caldwell Trust Co | 13,572 | $717.1K | 0.06% | −1,536−10.2% | Reduced |
| Curated Wealth Partners LLC | 13,578 | $717.5K | 0.08% | +778+6.1% | Added |
| Montag A & Associates Inc | 13,578 | $717.5K | 0.03% | +881+6.9% | Added |
| David Loasby | 13,008 | $720.4K | 0.05% | −3,901−23.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,698 | $723.8K | 0.01% | −452−3.2% | Reduced |
| Prudential PLC | 13,699 | $723.9K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,725 | $725.2K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 13,782 | $728.2K | 0.01% | +3,414+32.9% | Added |
| Lazard Freres Gestion S.A.S. | 13,965 | $737.0K | 0.01% | −5,900−29.7% | Reduced |
| BAM Wealth Management, LLC | 13,972 | $738.3K | 0.53% | +3,292+30.8% | Added |
| Global Retirement Partners, LLC | 14,004 | $739.9K | 0.01% | +3,836+37.7% | Added |
| Summit Financial, LLC | 14,018 | $740.7K | 0.01% | −1,647−10.5% | Reduced |
| Quotient Wealth Partners, LLC | 14,027 | $741.2K | 0.02% | −578−4.0% | Reduced |
| ClearAlpha Technologies LP | 14,046 | $742.2K | 2.12% | +14,046 | New |
| Delaney Dennis R | 14,050 | $742.4K | 0.37% | −41,955−74.9% | Reduced |
| Lipe & Dalton | 14,293 | $755.0K | 0.37% | −980−6.4% | Reduced |
| Essex Investment Management Co LLC | 14,297 | $755.5K | 0.12% | +14,297 | New |
| Hartline Investment Corp | 14,299 | $755.6K | 0.08% | −12,759−47.2% | Reduced |
| Ar Asset Management Inc | 14,300 | $756.0K | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,308 | $756.1K | 0.01% | −1,824−11.3% | Reduced |
| Wendell David Associates Inc | 14,420 | $762.0K | 0.08% | −2,243−13.5% | Reduced |
| Trueblood Wealth Management, LLC | 14,481 | $765.2K | 0.30% | −10,693−42.5% | Reduced |
| Pensionmark Financial Group, LLC | 14,559 | $769.3K | 0.01% | +6,042+70.9% | Added |
| J. Safra Sarasin Holding AG | 14,583 | $770.6K | 0.01% | −12,095−45.3% | Reduced |
| Parallel Advisors, LLC | 14,600 | $771.5K | 0.01% | −7,365−33.5% | Reduced |
| AlphaCore Capital LLC | 14,648 | $774.0K | 0.02% | +3,726+34.1% | Added |
| Vestcor Inc | 14,728 | $778.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,805 | $782.3K | 0.04% | +821+5.9% | Added |
| ISAM Funds (UK) Ltd | 14,812 | $782.7K | 0.28% | +14,812 | New |
| Westhampton Capital, LLC | 14,817 | $782.9K | 0.37% | −15−0.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 14,867 | $785.6K | 0.07% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 14,877 | $786.1K | 0.21% | −225−1.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,930 | $788.9K | 0.08% | 00.0% | Unchanged |
| Banque Transatlantique SA | 14,993 | $792.1K | 0.02% | +296+2.0% | Added |
| Lecap Asset Management Ltd | 15,064 | $796.0K | 0.32% | +15,064 | New |
| Elo Mutual Pension Insurance Co | 15,078 | $796.7K | 0.01% | −49,016−76.5% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $800.5K | 0.50% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 15,333 | $810.2K | 0.08% | −9,346−37.9% | Reduced |
| MJP Associates Inc | 15,354 | $811.3K | 0.10% | −87−0.6% | Reduced |
| Dempze Nancy E | 15,358 | $811.5K | 0.42% | −37,283−70.8% | Reduced |
| Havemeyer Place LP | 15,358 | $811.5K | 0.16% | +15,358 | New |
| Eastern Bank | 15,641 | $826.5K | 0.01% | −840−5.1% | Reduced |
| Farther Finance Advisors, LLC | 15,721 | $830.7K | 0.01% | +6,596+72.3% | Added |
| Kraematon Investment Advisors, Inc | 15,751 | $832.3K | 0.66% | −508−3.1% | Reduced |
| Crestwood Advisors Group LLC | 15,815 | $835.6K | 0.01% | −680−4.1% | Reduced |
| Romano Brothers and Company | 15,832 | $836.6K | 0.10% | −1,025−6.1% | Reduced |
| La Banque Postale Asset Management SA | 15,836 | $836.8K | 0.01% | −68,697−81.3% | Reduced |
| Tandem Financial, LLC | 12,253 | $839.2K | 1.01% | +1,811+17.3% | Added |
| Tema ETFs LLC | 15,895 | $839.9K | 0.07% | −44−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 15,921 | $841.3K | 0.02% | −22,675−58.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,922 | $841.3K | 0.02% | −19,018−54.4% | Reduced |
| North Star Investment Management Corp. | 15,956 | $843.1K | 0.05% | −20,917−56.7% | Reduced |
| Bridgefront Capital, LLC | 16,037 | $847.4K | 0.21% | +16,037 | New |
| Moneta Group Investment Advisors LLC | 16,187 | $855.3K | 0.01% | −254−1.5% | Reduced |
| Horizon Investments, LLC | 16,392 | $862.4K | 0.01% | +412+2.6% | Added |
| ICW Investment Advisors LLC | 16,472 | $870.4K | 0.32% | −546−3.2% | Reduced |
| Raiffeisen Bank International AG | 16,303 | $871.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 16,500 | $871.9K | 0.11% | +16,500 | New |
| Signaturefd, LLC | 16,503 | $872.0K | 0.01% | −1,199−6.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,646 | $879.6K | 0.01% | −363−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 16,657 | $880.2K | 0.01% | −3,756−18.4% | Reduced |
| Groupe la Francaise | 16,747 | $883.2K | 0.01% | −492−2.9% | Reduced |
| Choate Investment Advisors | 16,742 | $884.6K | 0.02% | +2,401+16.7% | Added |
| Jacobi Capital Management LLC | 16,764 | $885.8K | 0.05% | +4,762+39.7% | Added |
| GAMMA Investing LLC | 16,778 | $886.5K | 0.04% | −2,797−14.3% | Reduced |
| Polymer Capital Management (US) LLC | 16,791 | $887.2K | 0.11% | +10,968+188.4% | Added |
| Rydar Equities, Inc. | 16,833 | $889.4K | 0.69% | −2,625−13.5% | Reduced |
| Everence Capital Management Inc | 16,841 | $890.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16,878 | $891.8K | 0.03% | −175−1.0% | Reduced |
| Ballentine Partners, LLC | 16,884 | $892.2K | 0.01% | +2,308+15.8% | Added |
| Pictet & Cie (Europe) SA | 16,898 | $892.9K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,123 | $902.8K | 0.02% | −744−5.0% | Reduced |
| Home Federal Bank of Tennessee | 17,122 | $904.7K | 0.24% | −200−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 17,139 | $905.6K | 0.03% | −1,053−5.8% | Reduced |
| V-Square Quantitative Management LLC | 17,158 | $906.6K | 0.09% | −1,186−6.5% | Reduced |
| PEAK6 LLC | 17,192 | $908.4K | 0.02% | −21,266−55.3% | Reduced |
| Apollon Wealth Management, LLC | 17,250 | $911.5K | 0.02% | −5,121−22.9% | Reduced |