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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 6,771 | $357.8K | 0.00% | −117−1.7% | Reduced |
| Apella Capital, LLC | 6,762 | $357.3K | 0.01% | +6,762 | New |
| Haverford Trust Co | 6,756 | $357.0K | 0.00% | +11+0.2% | Added |
| 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 |
| Spirepoint Private Client, LLC | 6,682 | $353.1K | 0.03% | −54,012−89.0% | Reduced |
| Athena Investment Management | 6,664 | $352.1K | 0.18% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $351.9K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $351.6K | 0.12% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $351.4K | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,636 | $350.6K | 0.01% | −10.0% | Reduced |
| Mirabella Financial Services LLP | 6,615 | $349.5K | 0.03% | +6,615 | New |
| Red Door Wealth Management, LLC | 6,610 | $349.3K | 0.04% | +30.0% | Added |
| General Partner, Inc. | 6,583 | $347.8K | 0.20% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 6,560 | $346.6K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,539 | $345.5K | 0.01% | −1,266−16.2% | Reduced |
| Farmers Trust Co | 6,525 | $344.8K | 0.06% | −188−2.8% | Reduced |
| Founders Financial Securities LLC | 6,521 | $344.6K | 0.02% | +402+6.6% | Added |
| Fortress Private Ledger, LLC | 6,514 | $344.2K | 0.11% | +6,514 | New |
| TCG Advisory Services, LLC | 6,509 | $344.0K | 0.01% | −9−0.1% | Reduced |
| Triangle Securities Wealth Management | 6,508 | $343.9K | 0.07% | +115+1.8% | Added |
| Founders Capital Management, LLC | 6,505 | $343.7K | 0.05% | +1,455+28.8% | Added |
| TCTC Holdings, LLC | 6,500 | $343.5K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 6,406 | $338.5K | 0.02% | +6,406 | New |
| Basepoint Wealth LLC | 6,391 | $337.7K | 0.21% | −207−3.1% | Reduced |
| Midwest Trust Co | 6,376 | $336.9K | 0.00% | +202+3.3% | Added |
| Zions Bancorporation, National Association | 6,373 | $336.7K | 0.02% | +1,209+23.4% | Added |
| Robinson Smith Wealth Advisors LLC | 6,349 | $335.5K | 0.23% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,331 | $334.5K | 0.03% | +805+14.6% | Added |
| Mountain Pacific Investment Advisers Inc | 6,330 | $334.5K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,326 | $334.3K | 0.00% | +2,909+85.1% | Added |
| EverSource Wealth Advisors, LLC | 6,314 | $333.6K | 0.01% | +636+11.2% | Added |
| First Bank & Trust | 6,308 | $333.3K | 0.05% | −315−4.8% | Reduced |
| Berkshire Asset Management LLC | 6,301 | $332.9K | 0.01% | +30.0% | Added |
| Old National Bancorp | 6,291 | $332.4K | 0.01% | −824−11.6% | Reduced |
| Foster & Motley Inc | 6,264 | $331.0K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 6,256 | $330.6K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,247 | $330.1K | 0.04% | +57+0.9% | Added |
| Two Sigma Securities, LLC | 6,170 | $326.0K | 0.04% | −18,212−74.7% | Reduced |
| Keynote Financial Services LLC | 6,165 | $325.8K | 0.18% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,155 | $325.2K | 0.02% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 6,128 | $323.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,107 | $322.7K | 0.02% | −7−0.1% | Reduced |
| SCS Capital Management LLC | 6,100 | $322.3K | 0.00% | −440−6.7% | Reduced |
| LCM Capital Management Inc | 6,094 | $322.0K | 0.16% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,053 | $319.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,041 | $319.2K | 0.01% | −715−10.6% | Reduced |
| Advisory Alpha, LLC | 6,034 | $318.9K | 0.01% | +171+2.9% | Added |
| Aull & Monroe Investment Management Corp | 6,033 | $318.8K | 0.16% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,030 | $318.6K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,013 | $318.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,008 | $317.5K | 0.02% | +539+9.9% | Added |
| 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 |
| Longfellow Investment Management Co LLC | 5,995 | $316.8K | 0.07% | +5,995 | New |
| S.A. Mason LLC | 5,985 | $316.2K | 0.13% | +20.0% | Added |
| Chemung Canal Trust Co | 5,962 | $315.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,947 | $314.3K | 0.02% | +5,947 | New |
| Founders Financial Alliance, LLC | 5,928 | $313.2K | 0.06% | +6+0.1% | Added |
| 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 |
| KLCM Advisors, Inc. | 5,890 | $311.2K | 0.03% | +5,890 | New |
| Virtue Capital Management, LLC | 5,802 | $310.5K | 0.05% | +4,725+438.7% | Added |
| Spire Wealth Management | 5,854 | $309.3K | 0.01% | +375+6.8% | Added |
| Miller Investment Management, LP | 5,840 | $308.6K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,818 | $307.4K | 0.03% | −117−2.0% | Reduced |
| MEMBERS Trust Co | 5,813 | $307.2K | 0.01% | −318−5.2% | Reduced |
| Washington Trust Advisors, Inc. | 5,800 | $306.5K | 0.02% | −43−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 5,786 | $305.7K | 0.01% | +779+15.6% | Added |
| Woodmont Investment Counsel LLC | 5,785 | $305.7K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,423 | $305.0K | 0.07% | +110+2.1% | Added |
| Garden State Investment Advisory Services LLC | 5,748 | $304.6K | 0.07% | −206−3.5% | Reduced |
| Tiemann Investment Advisors, LLC | 5,746 | $303.6K | 0.12% | −100−1.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,715 | $302.0K | 0.01% | +875+18.1% | Added |
| Ancora Advisors, LLC | 5,696 | $301.0K | 0.01% | +305+5.7% | Added |
| Eagle Wealth Advisors LLC | 5,692 | $300.8K | 0.26% | +5,692 | New |
| Dumont & Blake Investment Advisors LLC | 5,655 | $299.0K | 0.07% | −75−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $297.4K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,628 | $297.4K | 0.05% | −198−3.4% | Reduced |
| Anchyra Partners LLC | 5,615 | $296.7K | 0.09% | +5,615 | New |
| Peoples Financial Services Corp. | 5,590 | $295.4K | 0.14% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 5,571 | $294.4K | 0.05% | +4+0.1% | Added |
| CPA Asset Management LLC | 5,568 | $294.2K | 0.10% | +1,828+48.9% | Added |
| Bridgewater Advisors Inc. | 5,287 | $293.0K | 0.02% | +100+1.9% | Added |
| Cardinal Point Capital Management, ULC | 5,540 | $292.7K | 0.02% | −1,820−24.7% | Reduced |
| Financial Engines Advisors L.L.C. | 5,538 | $292.6K | 0.00% | +565+11.4% | Added |
| Hills Bank & Trust Co | 5,525 | $291.9K | 0.02% | −3,595−39.4% | Reduced |
| Center For Asset Management LLC | 5,525 | $291.9K | 0.15% | +1,378+33.2% | Added |
| Foundations Investment Advisors, LLC | 5,513 | $291.3K | 0.00% | −1,623−22.7% | Reduced |
| Sky-Mountain Capital Management, Inc. | 5,059 | $290.2K | 0.19% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 5,486 | $289.9K | 0.08% | −500−8.4% | Reduced |
| Equitable Holdings, Inc. | 5,479 | $289.5K | 0.00% | −1,366−20.0% | Reduced |
| Legacy Trust | 5,473 | $289.2K | 0.05% | +5,473 | New |
| Enterprise Financial Services Corp | 5,472 | $289.1K | 0.15% | +33+0.6% | Added |
| Leavell Investment Management, Inc. | 5,470 | $289.0K | 0.01% | −300−5.2% | Reduced |
| Parkside Financial Bank & Trust | 5,464 | $288.7K | 0.02% | −326−5.6% | Reduced |
| R Squared Ltd | 5,462 | $288.6K | 0.13% | +5,462 | New |
| Atomi Financial Group, Inc. | 5,454 | $288.2K | 0.01% | −1,609−22.8% | Reduced |
| We Are One Seven, LLC | 5,441 | $287.5K | 0.01% | +1,383+34.1% | Added |