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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 51,092 | $2.70M | 0.44% | −48,265−48.6% | Reduced |
| Oppenheimer & Co Inc | 50,934 | $2.69M | 0.04% | −2,637−4.9% | Reduced |
| Carmel Capital Partners, LLC | 50,810 | $2.68M | 0.94% | +30,513+150.3% | Added |
| Huntington National Bank | 50,486 | $2.67M | 0.02% | −2,158−4.1% | Reduced |
| Kentucky Retirement Systems | 49,809 | $2.63M | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 49,268 | $2.60M | 0.60% | +166+0.3% | Added |
| Norinchukin Bank, The | 49,163 | $2.60M | 0.03% | +3,012+6.5% | Added |
| Evercore Wealth Management, LLC | 49,043 | $2.59M | 0.04% | −4,747−8.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 49,011 | $2.59M | 0.36% | −18,067−26.9% | Reduced |
| Brevan Howard Capital Management LP | 48,843 | $2.58M | 0.05% | +48,843 | New |
| Atria Investments LLC | 48,678 | $2.57M | 0.03% | +4,316+9.7% | Added |
| Merit Financial Group, LLC | 48,623 | $2.57M | 0.02% | +7,596+18.5% | Added |
| Campbell & CO Investment Adviser LLC | 48,523 | $2.56M | 0.12% | +48,523 | New |
| Gator Capital Management, LLC | 48,379 | $2.56M | 0.53% | +48,379 | New |
| Value Partners Investments Inc. | 47,651 | $2.52M | 0.19% | +13,898+41.2% | Added |
| Capital Fund Management S.A. | 47,470 | $2.51M | 0.02% | +47,470 | New |
| Park Avenue Securities LLC | 47,408 | $2.50M | 0.02% | −6,638−12.3% | Reduced |
| Crossmark Global Holdings, Inc. | 47,313 | $2.50M | 0.04% | +4,309+10.0% | Added |
| Delta Capital Management LLC | 47,065 | $2.49M | 1.40% | −7,030−13.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 45,882 | $2.42M | 0.12% | −14,532−24.1% | Reduced |
| Hartford Investment Management Co | 45,833 | $2.42M | 0.07% | −1,058−2.3% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.41M | 0.07% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 45,465 | $2.40M | 0.07% | −2,800−5.8% | Reduced |
| Venture Visionary Partners LLC | 44,756 | $2.39M | 0.08% | +239+0.5% | Added |
| Turas Capital Management LP | 45,103 | $2.38M | 0.80% | +45,103 | New |
| YHB Investment Advisors, Inc. | 44,915 | $2.37M | 0.16% | −770−1.7% | Reduced |
| Monarch Capital Management Inc | 44,775 | $2.37M | 0.58% | +3,414+8.3% | Added |
| Notis-McConarty Edward | 44,750 | $2.36M | 1.10% | −10,740−19.4% | Reduced |
| Tower View Investment Management & Research LLC | 44,729 | $2.36M | 1.17% | −17,051−27.6% | Reduced |
| GPM Growth Investors, Inc. | 44,294 | $2.34M | 0.91% | −898−2.0% | Reduced |
| Abn Amro Investment Solutions | 43,958 | $2.32M | 0.03% | +4,706+12.0% | Added |
| Argent Trust Co | 43,141 | $2.28M | 0.08% | +2,747+6.8% | Added |
| TD Waterhouse Canada Inc. | 42,989 | $2.27M | 0.01% | +7,049+19.6% | Added |
| Verition Fund Management LLC | 42,648 | $2.25M | 0.01% | +19,163+81.6% | Added |
| Pinnacle Associates Ltd | 41,947 | $2.22M | 0.03% | +2,881+7.4% | Added |
| Tower Research Capital LLC (TRC) | 41,824 | $2.21M | 0.05% | +21,588+106.7% | Added |
| Steward Partners Investment Advisory, LLC | 41,522 | $2.19M | 0.01% | −90,229−68.5% | Reduced |
| Arete Wealth Advisors, LLC | 41,151 | $2.17M | 0.15% | −429−1.0% | Reduced |
| Numerai GP LLC | 41,007 | $2.17M | 0.26% | +12,751+45.1% | Added |
| Essex Financial Services, Inc. | 40,989 | $2.17M | 0.12% | +652+1.6% | Added |
| Qsemble Capital Management, LP | 40,837 | $2.16M | 0.18% | −91,987−69.3% | Reduced |
| Elefante Mark B | 40,680 | $2.15M | 1.32% | −10,330−20.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 40,104 | $2.15M | 0.04% | −2,903−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 40,444 | $2.14M | 0.07% | +227+0.6% | Added |
| Louisiana State Employees Retirement System | 40,400 | $2.13M | 0.04% | −1,600−3.8% | Reduced |
| Generali Asset Management SPA SGR | 40,305 | $2.13M | 0.04% | +1,261+3.2% | Added |
| Savant Capital, LLC | 40,190 | $2.12M | 0.01% | −2,610−6.1% | Reduced |
| Axq Capital, LP | 40,073 | $2.12M | 0.48% | +40,073 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.11M | 0.57% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 39,999 | $2.11M | 0.04% | −14,746−26.9% | Reduced |
| Siemens Fonds Invest GmbH | 39,489 | $2.11M | 0.11% | +2,006+5.4% | Added |
| Maryland State Retirement & Pension System | 39,794 | $2.10M | 0.04% | 00.0% | Unchanged |
| Bensler, LLC | 39,179 | $2.07M | 0.21% | −1,260−3.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 39,140 | $2.07M | 0.02% | −151,695−79.5% | Reduced |
| Boston Partners | 39,041 | $2.06M | 0.00% | +6,653+20.5% | Added |
| J.W. Cole Advisors, Inc. | 39,476 | $2.06M | 0.05% | −2,351−5.6% | Reduced |
| Poehling Capital Management, LLC | 38,442 | $2.03M | 0.42% | +52+0.1% | Added |
| Dearborn Partners LLC | 38,433 | $2.03M | 0.10% | −808−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,425 | $2.03M | 0.02% | −469−1.2% | Reduced |
| HB Wealth Management, LLC | 38,358 | $2.03M | 0.01% | −281−0.7% | Reduced |
| Stoneridge Investment Partners LLC | 38,298 | $2.02M | 1.41% | +19,899+108.2% | Added |
| Robeco Institutional Asset Management B.V. | 37,685 | $1.99M | 0.00% | −241,805−86.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,611 | $1.99M | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 37,515 | $1.98M | 0.01% | +37,515 | New |
| Harmony Asset Management LLC | 37,472 | $1.98M | 0.66% | −22,014−37.0% | Reduced |
| Evelyn Partners Investment Management LLP | 37,425 | $1.98M | 0.05% | −1,390−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 37,387 | $1.98M | 0.01% | +590+1.6% | Added |
| AMG National Trust Bank | 36,710 | $1.94M | 0.05% | +956+2.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 36,676 | $1.94M | 0.09% | +4,275+13.2% | Added |
| New Mexico Educational Retirement Board | 36,517 | $1.93M | 0.06% | +500+1.4% | Added |
| Allianz Asset Management GmbH | 36,446 | $1.93M | 0.00% | −868−2.3% | Reduced |
| Trust Co of Vermont | 36,436 | $1.93M | 0.08% | −495−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 35,928 | $1.92M | 0.00% | +1,324+3.8% | Added |
| Allianz SE | 36,084 | $1.91M | 0.02% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 35,929 | $1.90M | 0.84% | −1,561−4.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,934 | $1.90M | 0.01% | +781+2.2% | Added |
| Brookstone Capital Management | 35,667 | $1.88M | 0.02% | −16,185−31.2% | Reduced |
| Brinker Capital Investments, LLC | 35,373 | $1.87M | 0.01% | −3,239−8.4% | Reduced |
| Liberty Capital Management, Inc. | 35,176 | $1.86M | 0.35% | +780+2.3% | Added |
| Group One Trading, L.P. | 35,077 | $1.85M | 0.05% | +35,077 | New |
| Delta Financial Advisors LLC | 34,918 | $1.85M | 0.48% | −187−0.5% | Reduced |
| Woodbridge Co Ltd | 34,317 | $1.81M | 0.00% | +34,317 | New |
| Perigon Wealth Management, LLC | 34,093 | $1.80M | 0.03% | +839+2.5% | Added |
| Whittier Trust Co | 33,508 | $1.79M | 0.02% | −722−2.1% | Reduced |
| Oak Thistle LLC | 33,581 | $1.77M | 0.25% | +321+1.0% | Added |
| Cresset Asset Management, LLC | 33,451 | $1.77M | 0.01% | +1,104+3.4% | Added |
| Banque Cantonale Vaudoise | 33,377 | $1.76M | 0.06% | +11,694+53.9% | Added |
| Aurora Investment Counsel | 33,286 | $1.76M | 0.92% | +2,331+7.5% | Added |
| HighPoint Advisor Group LLC | 33,254 | $1.76M | 0.04% | +5,621+20.3% | Added |
| Goelzer Investment Management, Inc. | 33,174 | $1.75M | 0.08% | +5,563+20.1% | Added |
| Headlands Technologies LLC | 33,105 | $1.75M | 0.15% | +27,704+512.9% | Added |
| Lee Danner & Bass Inc | 32,848 | $1.74M | 0.12% | 00.0% | Unchanged |
| Terra Alpha Investments LLC | 32,732 | $1.73M | 1.77% | −341−1.0% | Reduced |
| MUFG Securities EMEA plc | 32,455 | $1.71M | 0.02% | +17,143+112.0% | Added |
| United Capital Financial Advisers, LLC | 32,204 | $1.70M | 0.01% | −1,835−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,704 | $1.68M | 0.00% | −503,666−94.1% | Reduced |
| Laird Norton Trust Company, LLC | 31,635 | $1.67M | 0.03% | +31,635 | New |
| Cunning Capital Partners, LP | 31,613 | $1.67M | 0.77% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 31,450 | $1.66M | 0.00% | −808−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 31,299 | $1.65M | 0.00% | −369−1.2% | Reduced |