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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 31,021 | $1.64M | 0.06% | +31,021 | New |
| Nomura Holdings Inc | 30,688 | $1.62M | 0.00% | +1,336+4.6% | Added |
| Mutual Advisors, LLC | 30,224 | $1.60M | 0.03% | +2,873+10.5% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 30,093 | $1.59M | 1.30% | +30,093 | New |
| Graham Capital Management, L.P. | 30,000 | $1.59M | 0.05% | +30,000 | New |
| Sequoia Financial Advisors, LLC | 29,749 | $1.57M | 0.01% | +10,801+57.0% | Added |
| Tiaa Trust, National Association | 29,425 | $1.55M | 0.00% | −243−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 29,150 | $1.54M | 0.02% | −34−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 28,925 | $1.53M | 0.04% | −1,800−5.9% | Reduced |
| Omers Administration Corp | 28,799 | $1.52M | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28,659 | $1.51M | 0.02% | −773−2.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,437 | $1.50M | 0.06% | −19,158−40.3% | Reduced |
| American Century Companies Inc | 28,264 | $1.49M | 0.00% | −58,774−67.5% | Reduced |
| Empirical Finance, LLC | 28,231 | $1.49M | 0.07% | −1,252−4.2% | Reduced |
| Kidder Stephen W | 28,095 | $1.48M | 0.42% | −63,047−69.2% | Reduced |
| South Dakota Investment Council | 28,013 | $1.48M | 0.03% | +4,900+21.2% | Added |
| Vestmark Advisory Solutions, Inc. | 27,811 | $1.47M | 0.02% | +18,721+206.0% | Added |
| Glenview Trust Co | 27,601 | $1.46M | 0.02% | +1,621+6.2% | Added |
| Richard Bernstein Advisors LLC | 27,469 | $1.45M | 0.04% | −2,791−9.2% | Reduced |
| Change Path, LLC | 27,404 | $1.45M | 0.04% | +5,002+22.3% | Added |
| Van Hulzen Asset Management, LLC | 27,350 | $1.45M | 0.11% | +118+0.4% | Added |
| North Dakota State Investment Board | 27,202 | $1.44M | 0.05% | +27,202 | New |
| Advisory Services Network, LLC | 27,097 | $1.43M | 0.02% | −204−0.7% | Reduced |
| Clearstead Advisors, LLC | 26,625 | $1.41M | 0.02% | +3,152+13.4% | Added |
| Johnson Investment Counsel Inc | 26,472 | $1.40M | 0.01% | −544−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 26,284 | $1.39M | 0.01% | −23,750−47.5% | Reduced |
| Quantitative Investment Management, LLC | 26,228 | $1.39M | 0.13% | +19,765+305.8% | Added |
| Tokio Marine Asset Management Co Ltd | 26,044 | $1.38M | 0.05% | −592−2.2% | Reduced |
| Kinneret Advisory, LLC | 25,825 | $1.36M | 0.12% | −707−2.7% | Reduced |
| Nia Impact Advisors, LLC | 25,817 | $1.36M | 0.46% | −389−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.36M | 0.04% | 00.0% | Unchanged |
| Stance Capital LLC | 25,779 | $1.36M | 0.50% | +2,824+12.3% | Added |
| Carnegie Capital Asset Management, LLC | 25,758 | $1.36M | 0.03% | +20,808+420.4% | Added |
| Bessemer Group Inc | 25,679 | $1.36M | 0.00% | −436−1.7% | Reduced |
| Edgestream Partners, L.P. | 25,688 | $1.36M | 0.04% | +9,122+55.1% | Added |
| IMA Wealth, Inc. | 25,634 | $1.35M | 0.13% | −245−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 25,559 | $1.35M | 0.02% | −9,814−27.7% | Reduced |
| Principle Wealth Partners LLC | 25,464 | $1.35M | 0.08% | +87+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,296 | $1.34M | 0.02% | −200−0.8% | Reduced |
| FineMark National Bank & Trust | 25,244 | $1.33M | 0.04% | −100−0.4% | Reduced |
| Miracle Mile Advisors, LLC | 25,072 | $1.32M | 0.02% | −2,789−10.0% | Reduced |
| Union Square Park Capital Management, LLC | 25,000 | $1.32M | 1.03% | +25,000 | New |
| Metis Global Partners, LLC | 24,864 | $1.31M | 0.03% | −8,630−25.8% | Reduced |
| Souders Financial Advisors | 24,834 | $1.31M | 0.15% | −3,094−11.1% | Reduced |
| TD Private Client Wealth LLC | 24,601 | $1.30M | 0.03% | −33−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 24,490 | $1.29M | 0.21% | +3,541+16.9% | Added |
| Puzo Michael J | 24,235 | $1.28M | 0.35% | −89,995−78.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 23,893 | $1.26M | 0.03% | +442+1.9% | Added |
| Bridges Investment Management Inc | 23,111 | $1.22M | 0.02% | +39+0.2% | Added |
| Crews Bank & Trust | 23,059 | $1.22M | 0.17% | −1,400−5.7% | Reduced |
| Ally Financial Inc. | 23,000 | $1.22M | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,728 | $1.20M | 0.05% | −1,816−7.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,701 | $1.20M | 0.00% | −59,341−72.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 22,648 | $1.20M | 0.04% | +3,880+20.7% | Added |
| Massachusetts Wealth Management | 22,510 | $1.19M | 0.55% | −100−0.4% | Reduced |
| Bollard Group LLC | 22,450 | $1.19M | 0.03% | +1,438+6.8% | Added |
| Vise Technologies, Inc. | 22,153 | $1.17M | 0.02% | +493+2.3% | Added |
| Central Trust Co | 22,105 | $1.17M | 0.02% | −41−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,084 | $1.17M | 0.08% | +2,190+11.0% | Added |
| Carlson Financial, Inc. | 21,954 | $1.16M | 0.67% | +21,954 | New |
| Pettyjohn, Wood & White, Inc | 21,916 | $1.16M | 0.18% | −361−1.6% | Reduced |
| Bryn Mawr Trust Co | 21,803 | $1.15M | 0.03% | −426−1.9% | Reduced |
| Securian Asset Management, Inc | 21,527 | $1.14M | 0.04% | −17,098−44.3% | Reduced |
| Advisor OS, LLC | 21,477 | $1.13M | 0.09% | +178+0.8% | Added |
| Burney Co | 21,335 | $1.13M | 0.04% | +599+2.9% | Added |
| MUFG Securities Americas Inc. | 21,328 | $1.13M | 0.07% | −244−1.1% | Reduced |
| Modera Wealth Management, LLC | 21,216 | $1.12M | 0.01% | −438−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 21,210 | $1.12M | 0.08% | −180−0.8% | Reduced |
| Volterra Technologies LP | 21,118 | $1.12M | 1.14% | +21,118 | New |
| Citizens Financial Group Inc | 21,105 | $1.12M | 0.01% | +609+3.0% | Added |
| Curbstone Financial Management Corp | 21,098 | $1.11M | 0.21% | 00.0% | Unchanged |
| Woodstock Corp | 21,065 | $1.11M | 0.10% | −146−0.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,015 | $1.11M | 0.05% | +21,015 | New |
| Wolverine Asset Management LLC | 21,000 | $1.11M | 0.02% | +21,000 | New |
| Meeder Advisory Services, Inc. | 20,897 | $1.10M | 0.05% | −2,516−10.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.10M | 0.07% | 00.0% | Unchanged |
| Wahed Invest LLC | 20,667 | $1.09M | 0.14% | −1,264−5.8% | Reduced |
| InTrack Investment Management Inc | 20,618 | $1.09M | 0.61% | −349−1.7% | Reduced |
| Principal Securities, Inc. | 20,510 | $1.08M | 0.02% | −7,566−26.9% | Reduced |
| Azzad Asset Management Inc | 20,496 | $1.08M | 0.11% | +344+1.7% | Added |
| Neville Rodie & Shaw Inc | 20,473 | $1.08M | 0.08% | −250−1.2% | Reduced |
| Oxford Asset Management LLP | 20,427 | $1.08M | 0.38% | +20,427 | New |
| Machina Capital S.A.S. | 20,394 | $1.08M | 0.21% | +5,139+33.7% | Added |
| Hunter Associates Investment Management LLC | 20,374 | $1.08M | 0.14% | −175−0.9% | Reduced |
| Holderness Investments Co | 20,233 | $1.07M | 0.22% | −1,498−6.9% | Reduced |
| BKD Wealth Advisors, LLC | 20,182 | $1.07M | 0.02% | +205+1.0% | Added |
| NewEdge Wealth, LLC | 19,796 | $1.05M | 0.01% | +5,621+39.7% | Added |
| Burling Wealth Partners, LLC | 19,765 | $1.04M | 0.16% | −2,030−9.3% | Reduced |
| Citizens & Northern Corp | 19,638 | $1.04M | 0.26% | −556−2.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,593 | $1.04M | 0.03% | −8,862−31.1% | Reduced |
| Warren Averett Asset Management, LLC | 19,557 | $1.03M | 0.01% | +2,555+15.0% | Added |
| Wedbush Securities Inc | 19,535 | $1.03M | 0.03% | +24+0.1% | Added |
| Greenleaf Trust | 19,204 | $1.01M | 0.01% | −1,089−5.4% | Reduced |
| Cascade Investment Advisors, Inc. | 19,158 | $1.01M | 0.60% | +725+3.9% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 18,963 | $1.00M | 0.77% | −286−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 18,886 | $998.0K | 0.01% | −1,740−8.4% | Reduced |
| Garrison Point Advisors, LLC | 18,875 | $997.4K | 0.44% | −1,305−6.5% | Reduced |
| Balyasny Asset Management LLC | 18,670 | $986.5K | 0.00% | −4,085−18.0% | Reduced |
| Capstone Investment Advisors, LLC | 18,664 | $986.2K | 0.01% | +725+4.0% | Added |