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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 13,085 | $691.4K | 0.41% | −1,194−8.4% | Reduced |
| N.E.W. Advisory Services LLC | 13,007 | $687.3K | 0.05% | +10.0% | Added |
| Texas Bank & Trust Co | 13,001 | $687.0K | 0.25% | +125+1.0% | Added |
| Harbor Advisors LLC | 13,000 | $686.9K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 12,944 | $684.0K | 0.06% | +187+1.5% | Added |
| ELCO Management Co., LLC | 12,930 | $683.2K | 0.43% | −164−1.3% | Reduced |
| Charter Trust Co | 12,916 | $682.5K | 0.04% | −212−1.6% | Reduced |
| King Luther Capital Management Corp | 12,911 | $682.2K | 0.00% | +12,911 | New |
| Soltis Investment Advisors LLC | 12,855 | $679.3K | 0.04% | −55−0.4% | Reduced |
| Werlinich Asset Management, LLC | 12,698 | $678.5K | 0.33% | +75+0.6% | Added |
| Medallion Wealth Advisors, LLC | 12,837 | $678.3K | 0.23% | +20.0% | Added |
| Estabrook Capital Management | 12,837 | $678.3K | 0.10% | +10+0.1% | Added |
| Auto-Owners Insurance Co | 12,787 | $675.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,784 | $675.5K | 0.02% | −1,055−7.6% | Reduced |
| CX Institutional | 12,757 | $674.0K | 0.02% | −125−1.0% | Reduced |
| Brendel Financial Advisors LLC | 12,743 | $673.3K | 0.33% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 12,653 | $668.6K | 0.02% | −213−1.7% | Reduced |
| Excalibur Management Corp | 12,636 | $667.7K | 0.24% | −150−1.2% | Reduced |
| Tower Trust & Investment Co | 12,613 | $666.4K | 0.42% | −466−3.6% | Reduced |
| Means Investment Co., Inc. | 12,608 | $666.2K | 0.06% | +30.0% | Added |
| Benedict Financial Advisors Inc | 12,568 | $664.1K | 0.14% | +82+0.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 12,422 | $663.7K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 12,546 | $662.9K | 0.17% | −40.0% | Reduced |
| Cary Street Partners Financial LLC | 12,528 | $662.0K | 0.02% | −82,084−86.8% | Reduced |
| Rexford Capital Inc | 12,473 | $659.1K | 0.50% | −600−4.6% | Reduced |
| TCW Group Inc | 12,378 | $654.1K | 0.00% | +12,378 | New |
| Scotia Capital Inc. | 12,319 | $650.9K | 0.00% | +1,076+9.6% | Added |
| StoneX Group Inc. | 12,296 | $649.8K | 0.03% | −174−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 12,213 | $645.3K | 0.02% | −401−3.2% | Reduced |
| Riverwater Partners LLC | 12,185 | $643.9K | 0.25% | +1,463+13.6% | Added |
| Mesirow Financial Investment Management, Inc. | 12,077 | $638.3K | 0.01% | −1,327−9.9% | Reduced |
| Meridian Management Co | 12,000 | $634.1K | 0.16% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,942 | $631.0K | 0.03% | +784+7.0% | Added |
| Ingalls & Snyder LLC | 11,733 | $620.0K | 0.02% | −672−5.4% | Reduced |
| Grimes & Company, Inc. | 11,700 | $618.2K | 0.01% | −8−0.1% | Reduced |
| Private Trust Co NA | 11,660 | $616.1K | 0.05% | +442+3.9% | Added |
| Broderick Brian C | 11,642 | $615.2K | 0.12% | −88,242−88.3% | Reduced |
| Rehmann Capital Advisory Group | 11,575 | $611.6K | 0.03% | −273−2.3% | Reduced |
| Tower Bridge Advisors | 11,534 | $609.5K | 0.06% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,501 | $607.7K | 0.22% | −20.0% | Reduced |
| Bayesian Capital Management, LP | 11,500 | $607.7K | 1.39% | +11,500 | New |
| Core Wealth Partners LLC | 11,443 | $604.6K | 0.27% | +10+0.1% | Added |
| Sawgrass Asset Management LLC | 11,363 | $600.4K | 0.08% | −637−5.3% | Reduced |
| Dover Advisors, LLC | 11,256 | $594.8K | 0.23% | −56−0.5% | Reduced |
| Columbia Asset Management | 11,226 | $593.2K | 0.11% | −350−3.0% | Reduced |
| Plato Investment Management Ltd | 11,159 | $592.5K | 0.04% | −1,190−9.6% | Reduced |
| Boyd Watterson Asset Management LLC | 11,114 | $587.2K | 0.17% | +2,409+27.7% | Added |
| Hartford Financial Management Inc. | 11,069 | $584.9K | 0.15% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 11,040 | $583.4K | 0.07% | −200−1.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 8,933 | $582.9K | 0.05% | +8,933 | New |
| Quest Partners LLC | 11,030 | $582.8K | 0.03% | −7,211−39.5% | Reduced |
| Great Diamond Partners, LLC | 10,992 | $580.8K | 0.11% | −20−0.2% | Reduced |
| Coldstream Capital Management Inc | 10,968 | $579.6K | 0.01% | −2,233−16.9% | Reduced |
| RMB Capital Management, LLC | 10,914 | $576.7K | 0.01% | +416+4.0% | Added |
| Washington Trust Co | 10,895 | $575.7K | 0.02% | −49−0.4% | Reduced |
| Golden State Equity Partners | 10,878 | $574.8K | 0.09% | +10,878 | New |
| City Holding Co | 10,846 | $573.1K | 0.07% | −1,395−11.4% | Reduced |
| Milestone Asset Management Group, LLC | 10,782 | $569.7K | 0.32% | +230+2.2% | Added |
| Naples Global Advisors, LLC | 10,770 | $569.1K | 0.04% | −755−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,718 | $566.3K | 0.00% | −6,059−36.1% | Reduced |
| SHP Wealth Management | 10,648 | $562.7K | 0.04% | +10,648 | New |
| Aureus Asset Management, LLC | 10,633 | $561.8K | 0.04% | −6,187−36.8% | Reduced |
| Level Four Advisory Services, LLC | 10,612 | $560.8K | 0.02% | +2,544+31.5% | Added |
| Abacus Wealth Partners, LLC | 10,481 | $553.8K | 0.05% | +6,946+196.5% | Added |
| Mather Group, LLC. | 10,456 | $552.5K | 0.01% | −782−7.0% | Reduced |
| Avestar Capital, LLC | 10,411 | $550.1K | 0.04% | −2,315−18.2% | Reduced |
| Beck Mack & Oliver LLC | 10,394 | $549.2K | 0.01% | −300−2.8% | Reduced |
| Sage Investment Advisers LLC | 10,300 | $544.3K | 0.41% | +10,300 | New |
| Bull Street Advisors, LLC | 10,301 | $544.0K | 0.25% | +125+1.2% | Added |
| Investment Advisory Services Inc | 10,290 | $543.7K | 0.17% | −332−3.1% | Reduced |
| Private Wealth Asset Management, LLC | 10,269 | $542.6K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,169 | $537.3K | 0.01% | −2,365−18.9% | Reduced |
| Proffitt & Goodson Inc | 10,135 | $535.5K | 0.07% | +1,192+13.3% | Added |
| Sound View Wealth Advisors Group, LLC | 10,131 | $535.3K | 0.04% | +261+2.6% | Added |
| Guggenheim Capital LLC | 10,068 | $532.0K | 0.00% | −1,102−9.9% | Reduced |
| Connable Office Inc | 10,062 | $531.7K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,059 | $531.5K | 0.04% | −25,041−71.3% | Reduced |
| Ledyard National Bank | 10,056 | $531.4K | 0.05% | −299−2.9% | Reduced |
| Resonant Capital Advisors, LLC | 10,053 | $531.2K | 0.03% | −721−6.7% | Reduced |
| Ausdal Financial Partners, Inc. | 10,034 | $530.2K | 0.02% | −1,699−14.5% | Reduced |
| Simmons Bank | 10,017 | $529.3K | 0.04% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $528.0K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 9,987 | $527.7K | 0.00% | −200−2.0% | Reduced |
| AE Wealth Management LLC | 9,986 | $527.6K | 0.00% | −798−7.4% | Reduced |
| Busey Wealth Management | 9,957 | $526.1K | 0.01% | +135+1.4% | Added |
| Boothbay Fund Management, LLC | 9,915 | $523.9K | 0.01% | +1,775+21.8% | Added |
| Rialto Wealth Management, LLC | 9,833 | $519.6K | 0.12% | +90+0.9% | Added |
| Laurel Wealth Advisors LLC | 9,760 | $515.7K | 0.07% | −125−1.3% | Reduced |
| Wealthspire Advisors, LLC | 9,744 | $514.9K | 0.00% | +4,901+101.2% | Added |
| Resources Management Corp | 9,646 | $510.0K | 0.07% | −560−5.5% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $501.3K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,483 | $501.1K | 0.01% | +337+3.7% | Added |
| Burns J W & Co Inc | 9,442 | $498.9K | 0.06% | −455−4.6% | Reduced |
| Sagespring Wealth Partners, LLC | 9,421 | $497.8K | 0.01% | −1,432−13.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,395 | $496.4K | 0.00% | −2,200−19.0% | Reduced |
| IHT Wealth Management, LLC | 9,367 | $495.0K | 0.01% | −1,497−13.8% | Reduced |
| Caxton Associates LLP | 9,327 | $492.8K | 0.01% | +9,327 | New |
| Erste Asset Management GmbH | 9,177 | $492.0K | 0.00% | +1,336+17.0% | Added |
| Independent Advisor Alliance | 9,301 | $491.5K | 0.01% | −1,181−11.3% | Reduced |
| Advisors Asset Management, Inc. | 9,289 | $490.8K | 0.01% | −12,388−57.1% | Reduced |