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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 99,810 | $5.27M | 0.89% | −62,912−38.7% | Reduced |
| Letson Investment Management, Inc. | 99,724 | $5.27M | 1.93% | −6,394−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 98,525 | $5.21M | 0.02% | −431−0.4% | Reduced |
| Nissay Asset Management Corp | 97,079 | $5.13M | 0.03% | +506+0.5% | Added |
| D.A. Davidson & Co. | 97,026 | $5.13M | 0.03% | −5,080−5.0% | Reduced |
| Quantbot Technologies LP | 96,981 | $5.12M | 0.17% | +13,140+15.7% | Added |
| CIBC Private Wealth Group, LLC | 95,289 | $5.04M | 0.01% | −13,063−12.1% | Reduced |
| Yousif Capital Management, LLC | 90,982 | $5.02M | 0.06% | −4,721−4.9% | Reduced |
| Gamco Investors, Inc. Et Al | 94,785 | $5.01M | 0.05% | +3,250+3.6% | Added |
| JustInvest LLC | 94,382 | $4.99M | 0.05% | −10,363−9.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 92,933 | $4.91M | 0.96% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92,731 | $4.90M | 0.11% | +822+0.9% | Added |
| Regions Financial Corp | 92,549 | $4.89M | 0.03% | −1,819−1.9% | Reduced |
| Wesleyan Assurance Society | 92,200 | $4.87M | 0.28% | 00.0% | Unchanged |
| Tufton Capital Management | 91,500 | $4.83M | 0.84% | −1,605−1.7% | Reduced |
| McMillan Office, Inc. | 90,996 | $4.81M | 0.58% | +90,996 | New |
| Pinnacle Financial Partners, Inc. | 90,852 | $4.80M | 0.04% | +90,852 | New |
| Oregon Public Employees Retirement Fund | 90,579 | $4.79M | 0.06% | −800−0.9% | Reduced |
| XTX Topco Ltd | 89,839 | $4.75M | 0.12% | +35,857+66.4% | Added |
| Baker Ellis Asset Management LLC | 89,638 | $4.74M | 0.57% | −5,035−5.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 88,161 | $4.66M | 0.15% | −1,818−2.0% | Reduced |
| Adviser Investments LLC | 87,967 | $4.65M | 0.05% | +83,466+1,854.4% | Added |
| Vontobel Holding Ltd. | 87,822 | $4.64M | 0.02% | −19,819−18.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,533 | $4.63M | 0.03% | −18,723−17.6% | Reduced |
| Pegasus Asset Management, Inc. | 87,632 | $4.63M | 1.43% | +3,951+4.7% | Added |
| Ethic Inc. | 87,380 | $4.62M | 0.07% | −20,543−19.0% | Reduced |
| CWM, LLC | 86,935 | $4.59M | 0.01% | +26,995+45.0% | Added |
| American Trust Investment Advisors, LLC | 86,306 | $4.56M | 2.44% | +1,501+1.8% | Added |
| Mutual of America Capital Management LLC | 85,030 | $4.49M | 0.05% | −1,706−2.0% | Reduced |
| OP Asset Management Ltd | 84,689 | $4.47M | 0.05% | +1,055+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 84,347 | $4.46M | 0.08% | +3,166+3.9% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 84,220 | $4.45M | 0.44% | +84,220 | New |
| Wealthfront Advisers LLC | 82,289 | $4.35M | 0.01% | −3,939−4.6% | Reduced |
| HM Payson & Co | 82,288 | $4.35M | 0.06% | −2,307−2.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 81,662 | $4.32M | 0.99% | +14,120+20.9% | Added |
| Capital Group Private Client Services, Inc. | 81,535 | $4.31M | 0.07% | −82,063−50.2% | Reduced |
| AdvisorNet Financial, Inc | 81,205 | $4.29M | 0.23% | +131+0.2% | Added |
| Gillespie Robinson & Grimm Inc | 80,714 | $4.26M | 0.30% | −363,200−81.8% | Reduced |
| Nordea Investment Management AB | 78,469 | $4.18M | 0.00% | +2,944+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,010 | $4.17M | 0.01% | +1,878+2.4% | Added |
| State of Alaska, Department of Revenue | 78,491 | $4.15M | 0.04% | −7,725−9.0% | Reduced |
| Stephens Inc | 78,403 | $4.14M | 0.05% | +9,439+13.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,110 | $4.13M | 0.01% | −4,953−6.0% | Reduced |
| Clearbridge Investments, LLC | 77,455 | $4.09M | 0.00% | −500−0.6% | Reduced |
| Fayez Sarofim & Co | 77,420 | $4.09M | 0.01% | −1,900−2.4% | Reduced |
| Lido Advisors, LLC | 68,672 | $4.08M | 0.02% | −34,685−33.6% | Reduced |
| Lifeworks Advisors, LLC | 76,884 | $4.06M | 0.53% | +24,295+46.2% | Added |
| UniSuper Management Pty Ltd | 76,439 | $4.04M | 0.02% | +1,031+1.4% | Added |
| Entropy Technologies, LP | 76,158 | $4.02M | 0.22% | +31,344+69.9% | Added |
| Evoke Wealth, LLC | 74,803 | $3.95M | 0.08% | −1,046−1.4% | Reduced |
| Empowered Funds, LLC | 74,724 | $3.95M | 0.07% | +46,164+161.6% | Added |
| Waters Parkerson & Co., LLC | 73,595 | $3.89M | 0.19% | +3,225+4.6% | Added |
| Private Advisor Group, LLC | 73,199 | $3.87M | 0.02% | −3,680−4.8% | Reduced |
| Summit Trail Advisors, LLC | 71,232 | $3.76M | 0.07% | +5,074+7.7% | Added |
| Rafferty Asset Management, LLC | 70,526 | $3.73M | 0.01% | −1,458−2.0% | Reduced |
| GWM Advisors LLC | 70,323 | $3.72M | 0.01% | −52,871−42.9% | Reduced |
| Glenmede Trust Co NA | 70,249 | $3.71M | 0.02% | +70,249 | New |
| Ferguson Wellman Capital Management, Inc | 69,764 | $3.69M | 0.06% | −1,732−2.4% | Reduced |
| Candriam Luxembourg S.C.A. | 69,358 | $3.67M | 0.02% | +1,833+2.7% | Added |
| Snowden Capital Advisors LLC | 68,868 | $3.64M | 0.09% | −658−0.9% | Reduced |
| Benjamin Edwards Inc | 68,260 | $3.61M | 0.04% | +1,359+2.0% | Added |
| USS Investment Management Ltd | 68,053 | $3.60M | 0.02% | +846+1.3% | Added |
| ASR Vermogensbeheer N.V. | 67,440 | $3.56M | 0.04% | −555−0.8% | Reduced |
| Polar Asset Management Partners Inc. | 67,400 | $3.56M | 0.07% | +67,400 | New |
| Albar Capital Partners LLP | 67,257 | $3.55M | 0.84% | +67,257 | New |
| Circle Wealth Management, LLC | 65,831 | $3.48M | 0.05% | +88+0.1% | Added |
| Occudo Quantitative Strategies LP | 65,444 | $3.46M | 0.23% | +65,444 | New |
| Callan Family Office, LLC | 65,408 | $3.46M | 0.07% | −3,984−5.7% | Reduced |
| MAI Capital Management | 65,341 | $3.45M | 0.02% | +3,436+5.6% | Added |
| Caption Management, LLC | 65,000 | $3.43M | 0.15% | +65,000 | New |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.43M | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 64,287 | $3.40M | 0.03% | +64,287 | New |
| Gabelli Funds LLC | 63,900 | $3.38M | 0.02% | +9,072+16.5% | Added |
| Cohen Capital Management, Inc. | 63,634 | $3.36M | 0.51% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 63,142 | $3.34M | 0.04% | +26,880+74.1% | Added |
| Parsons Capital Management Inc | 63,021 | $3.33M | 0.18% | −1,546−2.4% | Reduced |
| Sanctuary Advisors, LLC | 61,098 | $3.23M | 0.02% | −1,154−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 60,953 | $3.22M | 0.10% | −1,662−2.7% | Reduced |
| Patten Group, Inc. | 60,011 | $3.17M | 0.59% | −4,421−6.9% | Reduced |
| Mizuho Securities USA LLC | 57,645 | $3.16M | 0.05% | −619−1.1% | Reduced |
| Osmosis Investment Management UK Ltd | 59,852 | $3.16M | 0.08% | +59,852 | New |
| Westport Asset Management Inc | 52,400 | $3.13M | 1.31% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 57,220 | $3.02M | 0.48% | +1,221+2.2% | Added |
| Silvercrest Asset Management Group LLC | 56,926 | $3.01M | 0.02% | +2,678+4.9% | Added |
| Sargent Investment Group, LLC | 56,655 | $2.99M | 0.38% | −1,105−1.9% | Reduced |
| LRI Investments, LLC | 56,630 | $2.99M | 0.24% | −4,462−7.3% | Reduced |
| Cambient Family Office, LLC | 56,417 | $2.98M | 0.43% | +56,417 | New |
| NBT Bank N A | 55,553 | $2.94M | 0.19% | −580−1.0% | Reduced |
| RSM US Wealth Management LLC | 54,658 | $2.92M | 0.04% | −2,055−3.6% | Reduced |
| Dockside LLC | 55,120 | $2.91M | 0.75% | +55,120 | New |
| Allstate Corp | 54,654 | $2.89M | 0.04% | +27,823+103.7% | Added |
| Federation des caisses Desjardins du Quebec | 54,450 | $2.88M | 0.01% | +1,025+1.9% | Added |
| Canandaigua National Bank & Trust Co | 53,987 | $2.85M | 0.26% | −854−1.6% | Reduced |
| Gsa Capital Partners LLP | 53,748 | $2.84M | 0.24% | +53,748 | New |
| Caisse des Depots Et Consignations | 53,583 | $2.83M | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 53,130 | $2.81M | 0.11% | +155+0.3% | Added |
| Brown Brothers Harriman & Co | 52,607 | $2.78M | 0.02% | +449+0.9% | Added |
| Hancock Whitney Corp | 52,171 | $2.76M | 0.05% | +8,464+19.4% | Added |
| QRG Capital Management, Inc. | 52,142 | $2.76M | 0.03% | −3,663−6.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 52,093 | $2.75M | 0.01% | −1,664−3.1% | Reduced |