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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 18,491 | $977.1K | 0.03% | −4,964−21.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,463 | $975.6K | 0.05% | +13,946+308.7% | Added |
| Dakota Wealth Management | 18,326 | $968.4K | 0.02% | −668−3.5% | Reduced |
| Patten & Patten Inc | 17,976 | $949.9K | 0.06% | −148−0.8% | Reduced |
| Barden Capital Management, Inc. | 17,899 | $945.8K | 0.78% | −9,686−35.1% | Reduced |
| Birch Hill Investment Advisors LLC | 17,891 | $945.4K | 0.04% | −2,200−11.0% | Reduced |
| Wedmont Private Capital | 17,942 | $943.2K | 0.03% | −2,391−11.8% | Reduced |
| Headinvest, LLC | 17,608 | $930.4K | 0.19% | −2,114−10.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,464 | $922.8K | 0.04% | +4,250+32.2% | Added |
| First Manhattan Co | 17,405 | $919.7K | 0.00% | −451−2.5% | Reduced |
| Diversified Trust Co | 17,338 | $916.2K | 0.02% | −106−0.6% | Reduced |
| Apollon Wealth Management, LLC | 17,250 | $911.5K | 0.02% | −5,121−22.9% | Reduced |
| PEAK6 LLC | 17,192 | $908.4K | 0.02% | −21,266−55.3% | Reduced |
| V-Square Quantitative Management LLC | 17,158 | $906.6K | 0.09% | −1,186−6.5% | Reduced |
| Farmers & Merchants Investments Inc | 17,139 | $905.6K | 0.03% | −1,053−5.8% | Reduced |
| Home Federal Bank of Tennessee | 17,122 | $904.7K | 0.24% | −200−1.2% | Reduced |
| HBK Sorce Advisory LLC | 14,123 | $902.8K | 0.02% | −744−5.0% | Reduced |
| Pictet & Cie (Europe) SA | 16,898 | $892.9K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,884 | $892.2K | 0.01% | +2,308+15.8% | Added |
| Salem Investment Counselors Inc | 16,878 | $891.8K | 0.03% | −175−1.0% | Reduced |
| Everence Capital Management Inc | 16,841 | $890.0K | 0.05% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 16,833 | $889.4K | 0.69% | −2,625−13.5% | Reduced |
| Polymer Capital Management (US) LLC | 16,791 | $887.2K | 0.11% | +10,968+188.4% | Added |
| GAMMA Investing LLC | 16,778 | $886.5K | 0.04% | −2,797−14.3% | Reduced |
| Jacobi Capital Management LLC | 16,764 | $885.8K | 0.05% | +4,762+39.7% | Added |
| Choate Investment Advisors | 16,742 | $884.6K | 0.02% | +2,401+16.7% | Added |
| Groupe la Francaise | 16,747 | $883.2K | 0.01% | −492−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 16,657 | $880.2K | 0.01% | −3,756−18.4% | Reduced |
| Stratos Wealth Partners, LTD. | 16,646 | $879.6K | 0.01% | −363−2.1% | Reduced |
| Signaturefd, LLC | 16,503 | $872.0K | 0.01% | −1,199−6.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 16,500 | $871.9K | 0.11% | +16,500 | New |
| Raiffeisen Bank International AG | 16,303 | $871.1K | 0.01% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 16,472 | $870.4K | 0.32% | −546−3.2% | Reduced |
| Horizon Investments, LLC | 16,392 | $862.4K | 0.01% | +412+2.6% | Added |
| Moneta Group Investment Advisors LLC | 16,187 | $855.3K | 0.01% | −254−1.5% | Reduced |
| Bridgefront Capital, LLC | 16,037 | $847.4K | 0.21% | +16,037 | New |
| North Star Investment Management Corp. | 15,956 | $843.1K | 0.05% | −20,917−56.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,922 | $841.3K | 0.02% | −19,018−54.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 15,921 | $841.3K | 0.02% | −22,675−58.7% | Reduced |
| Tema ETFs LLC | 15,895 | $839.9K | 0.07% | −44−0.3% | Reduced |
| Tandem Financial, LLC | 12,253 | $839.2K | 1.01% | +1,811+17.3% | Added |
| La Banque Postale Asset Management SA | 15,836 | $836.8K | 0.01% | −68,697−81.3% | Reduced |
| Romano Brothers and Company | 15,832 | $836.6K | 0.10% | −1,025−6.1% | Reduced |
| Crestwood Advisors Group LLC | 15,815 | $835.6K | 0.01% | −680−4.1% | Reduced |
| Kraematon Investment Advisors, Inc | 15,751 | $832.3K | 0.66% | −508−3.1% | Reduced |
| Farther Finance Advisors, LLC | 15,721 | $830.7K | 0.01% | +6,596+72.3% | Added |
| Eastern Bank | 15,641 | $826.5K | 0.01% | −840−5.1% | 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 |
| MJP Associates Inc | 15,354 | $811.3K | 0.10% | −87−0.6% | Reduced |
| Trust Co of Toledo NA | 15,333 | $810.2K | 0.08% | −9,346−37.9% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $800.5K | 0.50% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,078 | $796.7K | 0.01% | −49,016−76.5% | Reduced |
| Lecap Asset Management Ltd | 15,064 | $796.0K | 0.32% | +15,064 | New |
| Banque Transatlantique SA | 14,993 | $792.1K | 0.02% | +296+2.0% | Added |
| Marble Harbor Investment Counsel, LLC | 14,930 | $788.9K | 0.08% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 14,877 | $786.1K | 0.21% | −225−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 14,867 | $785.6K | 0.07% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 14,817 | $782.9K | 0.37% | −15−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 14,812 | $782.7K | 0.28% | +14,812 | New |
| Leonteq Securities AG | 14,805 | $782.3K | 0.04% | +821+5.9% | Added |
| Vestcor Inc | 14,728 | $778.0K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 14,648 | $774.0K | 0.02% | +3,726+34.1% | Added |
| Parallel Advisors, LLC | 14,600 | $771.5K | 0.01% | −7,365−33.5% | Reduced |
| J. Safra Sarasin Holding AG | 14,583 | $770.6K | 0.01% | −12,095−45.3% | Reduced |
| Pensionmark Financial Group, LLC | 14,559 | $769.3K | 0.01% | +6,042+70.9% | Added |
| Trueblood Wealth Management, LLC | 14,481 | $765.2K | 0.30% | −10,693−42.5% | Reduced |
| Wendell David Associates Inc | 14,420 | $762.0K | 0.08% | −2,243−13.5% | Reduced |
| Kingsview Wealth Management, LLC | 14,308 | $756.1K | 0.01% | −1,824−11.3% | Reduced |
| Ar Asset Management Inc | 14,300 | $756.0K | 0.15% | 00.0% | Unchanged |
| Hartline Investment Corp | 14,299 | $755.6K | 0.08% | −12,759−47.2% | Reduced |
| Essex Investment Management Co LLC | 14,297 | $755.5K | 0.12% | +14,297 | New |
| Lipe & Dalton | 14,293 | $755.0K | 0.37% | −980−6.4% | Reduced |
| Delaney Dennis R | 14,050 | $742.4K | 0.37% | −41,955−74.9% | Reduced |
| ClearAlpha Technologies LP | 14,046 | $742.2K | 2.12% | +14,046 | New |
| Quotient Wealth Partners, LLC | 14,027 | $741.2K | 0.02% | −578−4.0% | Reduced |
| Summit Financial, LLC | 14,018 | $740.7K | 0.01% | −1,647−10.5% | Reduced |
| Global Retirement Partners, LLC | 14,004 | $739.9K | 0.01% | +3,836+37.7% | Added |
| BAM Wealth Management, LLC | 13,972 | $738.3K | 0.53% | +3,292+30.8% | Added |
| Lazard Freres Gestion S.A.S. | 13,965 | $737.0K | 0.01% | −5,900−29.7% | Reduced |
| Aptus Capital Advisors, LLC | 13,782 | $728.2K | 0.01% | +3,414+32.9% | Added |
| Intech Investment Management LLC | 13,725 | $725.2K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 13,699 | $723.9K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,698 | $723.8K | 0.01% | −452−3.2% | Reduced |
| David Loasby | 13,008 | $720.4K | 0.05% | −3,901−23.1% | Reduced |
| Montag A & Associates Inc | 13,578 | $717.5K | 0.03% | +881+6.9% | Added |
| Curated Wealth Partners LLC | 13,578 | $717.5K | 0.08% | +778+6.1% | Added |
| Caldwell Trust Co | 13,572 | $717.1K | 0.06% | −1,536−10.2% | Reduced |
| Schnieders Capital Management, LLC. | 13,567 | $716.9K | 0.11% | −3,200−19.1% | Reduced |
| Ritholtz Wealth Management | 13,421 | $709.2K | 0.01% | +3,946+41.6% | Added |
| Umb Bank N A | 13,390 | $707.5K | 0.01% | +1,378+11.5% | Added |
| Waterford Advisors, LLC | 13,381 | $707.1K | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 13,361 | $706.0K | 0.02% | +7,149+115.1% | Added |
| Flputnam Investment Management Co | 13,240 | $699.6K | 0.01% | −71−0.5% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $698.1K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,208 | $697.9K | 0.04% | +13,208 | New |
| Catalytic Wealth RIA, LLC | 13,205 | $697.8K | 0.03% | −5,823−30.6% | Reduced |
| Chicago Capital, LLC | 13,178 | $696.3K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 13,152 | $695.0K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,118 | $693.2K | 0.46% | −200−1.5% | Reduced |