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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 9,267 | $489.7K | 0.03% | −3,694−28.5% | Reduced |
| 1st Source Bank | 9,249 | $488.7K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 9,040 | $484.6K | 0.02% | +1,950+27.5% | Added |
| Carret Asset Management, LLC | 9,107 | $481.2K | 0.05% | −299−3.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 9,097 | $480.7K | 0.01% | +9,097 | New |
| Fiduciary Group LLC | 9,077 | $479.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,975 | $479.6K | 0.02% | +781+9.5% | Added |
| Fifth Third Wealth Advisors LLC | 9,044 | $477.9K | 0.02% | −17−0.2% | Reduced |
| GeoWealth Management, LLC | 9,043 | $477.8K | 0.02% | −444−4.7% | Reduced |
| Cullinan Associates Inc | 9,000 | $475.6K | 0.03% | +100+1.1% | Added |
| Shay Capital LLC | 9,000 | $475.6K | 0.08% | +9,000 | New |
| River Wealth Advisors LLC | 8,957 | $473.3K | 0.05% | +410+4.8% | Added |
| Wellington Management Group LLP | 8,953 | $473.1K | 0.00% | −7,733−46.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,931 | $471.9K | 0.03% | −386−4.1% | Reduced |
| One Wealth Advisors, LLC | 8,871 | $468.7K | 0.06% | +5,301+148.5% | Added |
| Sky Investment Group LLC | 8,840 | $467.1K | 0.08% | +21+0.2% | Added |
| SRS Capital Advisors, Inc. | 8,815 | $465.8K | 0.01% | −3,866−30.5% | Reduced |
| International Assets Investment Management, LLC | 8,785 | $464.2K | 0.03% | −572−6.1% | Reduced |
| RFG Advisory, LLC | 8,737 | $461.7K | 0.01% | −1,910−17.9% | Reduced |
| GTS Securities LLC | 8,689 | $459.1K | 0.02% | +8,689 | New |
| VestGen Advisors, LLC | 8,633 | $456.2K | 0.02% | −1,674−16.2% | Reduced |
| Prospera Financial Services Inc | 8,615 | $455.6K | 0.01% | −205−2.3% | Reduced |
| First National Bank of Omaha | 8,508 | $454.6K | 0.01% | +8,508 | New |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $454.4K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $453.3K | 0.07% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,569 | $452.8K | 0.13% | +15+0.2% | Added |
| Integrity Alliance, LLC. | 8,518 | $450.1K | 0.02% | −85−1.0% | Reduced |
| Intact Investment Management Inc. | 8,500 | $449.1K | 0.01% | +1,400+19.7% | Added |
| Syon Capital LLC | 8,492 | $448.7K | 0.02% | −110−1.3% | Reduced |
| Savvy Advisors, Inc. | 8,442 | $446.1K | 0.01% | +1,338+18.8% | Added |
| Sivia Capital Partners, LLC | 8,412 | $444.5K | 0.09% | +8,412 | New |
| Pine Valley Investments Ltd Liability Co | 8,401 | $443.9K | 0.02% | +5+0.1% | Added |
| Forum Financial Management, LP | 8,393 | $443.5K | 0.01% | −2,857−25.4% | Reduced |
| Chicago Partners Investment Group LLC | 7,644 | $438.0K | 0.01% | +1,234+19.3% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $437.8K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 8,275 | $437.3K | 0.19% | −41,275−83.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,659 | $437.1K | 0.00% | +30.0% | Added |
| Pointe Capital Management LLC | 8,223 | $434.5K | 0.22% | 00.0% | Unchanged |
| Rockland Trust Co | 8,119 | $429.0K | 0.02% | −2,062−20.3% | Reduced |
| NorthRock Partners, LLC | 8,112 | $428.7K | 0.01% | −6,631−45.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,106 | $428.3K | 0.01% | −2,328−22.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,093 | $427.6K | 0.02% | +303+3.9% | Added |
| Ascent Group, LLC | 8,063 | $426.1K | 0.01% | −387−4.6% | Reduced |
| Malaga Cove Capital, LLC | 8,054 | $425.6K | 0.15% | +1,106+15.9% | Added |
| CFO4Life Group, LLC | 8,037 | $424.7K | 0.06% | +36+0.4% | Added |
| Mission Wealth Management, LP | 8,025 | $424.0K | 0.01% | +123+1.6% | Added |
| KCM Investment Advisors LLC | 7,960 | $420.6K | 0.01% | −1,758−18.1% | Reduced |
| Winton Group Ltd | 7,950 | $420.1K | 0.01% | +7,950 | New |
| Trust Co of Virginia | 7,935 | $419.3K | 0.03% | −186−2.3% | Reduced |
| Fishman Jay A Ltd | 7,900 | $417.4K | 0.03% | −900−10.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 7,899 | $417.4K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,896 | $417.2K | 0.02% | +3,441+77.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $417.1K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7,828 | $413.6K | 0.11% | +55+0.7% | Added |
| Wealthcare Advisory Partners LLC | 7,787 | $411.5K | 0.01% | +1,199+18.2% | Added |
| Dorsey & Whitney Trust CO LLC | 7,752 | $409.6K | 0.02% | +118+1.5% | Added |
| First Western Trust Bank | 7,688 | $406.2K | 0.02% | −2,330−23.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,683 | $406.0K | 0.01% | −600−7.2% | Reduced |
| Advisors Capital Management, LLC | 7,655 | $404.5K | 0.00% | −653−7.9% | Reduced |
| Courier Capital LLC | 7,632 | $403.3K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,607 | $402.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,828 | $401.8K | 0.00% | −202−2.9% | Reduced |
| Cigna Investments Inc | 7,580 | $400.0K | 0.06% | −322−4.1% | Reduced |
| Strategic Planning, Inc. | 7,550 | $398.9K | 0.21% | −87−1.1% | Reduced |
| Arkadios Wealth Advisors | 7,540 | $398.4K | 0.01% | −1,701−18.4% | Reduced |
| Rodgers Brothers Inc. | 7,409 | $391.5K | 0.05% | −704−8.7% | Reduced |
| Verdence Capital Advisors LLC | 7,405 | $391.3K | 0.02% | −723−8.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,388 | $390.4K | 0.04% | −351−4.5% | Reduced |
| Piscataqua Savings Bank | 7,379 | $389.9K | 0.27% | 00.0% | Unchanged |
| Shelton Capital Management | 7,376 | $389.7K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,345 | $388.2K | 0.01% | +106+1.5% | Added |
| Montecito Bank & Trust | 7,322 | $386.9K | 0.06% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 7,302 | $385.8K | 0.26% | −133−1.8% | Reduced |
| Davidson Trust Co | 7,268 | $384.0K | 0.16% | +2,544+53.9% | Added |
| Fruth Investment Management | 7,281 | $384.0K | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 7,240 | $382.6K | 0.01% | −1,210−14.3% | Reduced |
| Nautilus Advisors LLC | 7,239 | $382.5K | 0.25% | −5,795−44.5% | Reduced |
| Checchi Capital Advisers, LLC | 7,233 | $382.2K | 0.03% | −764−9.6% | Reduced |
| Axxcess Wealth Management, LLC | 7,179 | $379.3K | 0.01% | −77,277−91.5% | Reduced |
| Phoenix Holdings Ltd. | 7,176 | $379.2K | 0.00% | +1,878+35.4% | Added |
| JM2 Capital Inc. | 7,163 | $378.5K | 0.30% | +7,163 | New |
| MQS Management LLC | 7,148 | $377.7K | 0.22% | +7,148 | New |
| Profund Advisors LLC | 7,147 | $377.6K | 0.01% | −1,660−18.8% | Reduced |
| FSM Wealth Advisors, LLC | 7,130 | $376.7K | 0.05% | −3,299−31.6% | Reduced |
| Teza Capital Management LLC | 7,129 | $376.7K | 1.21% | +7,129 | New |
| Ameritas Investment Partners, Inc. | 7,086 | $374.4K | 0.01% | −206−2.8% | Reduced |
| Central Pacific Bank - Trust Division | 7,070 | $373.6K | 0.05% | +1,500+26.9% | Added |
| Exencial Wealth Advisors, LLC | 7,064 | $373.3K | 0.01% | −84−1.2% | Reduced |
| Franklin Street Advisors Inc | 7,047 | $372.4K | 0.02% | +924+15.1% | Added |
| PFG Investments, LLC | 7,044 | $372.2K | 0.02% | −123−1.7% | Reduced |
| Moody National Bank Trust Division | 7,036 | $371.8K | 0.04% | −2,897−29.2% | Reduced |
| St Germain D J Co Inc | 7,003 | $370.0K | 0.01% | −166−2.3% | Reduced |
| Webster Bank, N. A. | 6,931 | $366.2K | 0.03% | −150−2.1% | Reduced |
| Hohimer Wealth Management, LLC | 6,924 | $365.9K | 0.05% | +20+0.3% | Added |
| Mengis Capital Management, Inc. | 6,901 | $364.6K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,883 | $364.0K | 0.02% | +83+1.2% | Added |
| Rothschild Investment LLC | 6,855 | $362.2K | 0.02% | −121−1.7% | Reduced |
| LVW Advisors, LLC | 6,831 | $361.0K | 0.04% | −348−4.8% | Reduced |
| Bell Investment Advisors, Inc | 6,795 | $359.0K | 0.06% | −7−0.1% | Reduced |
| First City Capital Management, Inc. | 6,779 | $358.2K | 0.19% | 00.0% | Unchanged |