13F

Stock

CARRIER GLOBAL Corp

CARR · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$232.2M

Holders

23

+1 new · −1 exited

Holders’ est. mark

$22.3M

Price effect on 17 books still in the name

Largest holder

$148.3M

BARCLAYS PLC

Holder count by quarter

Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.03M$148.3M$13.3MAdded$62M
Swiss Life Asset Management Ltd348K$25.5M$3.19MAdded$4.79M
DANSKE BANK A/S337.6K$24.7M$3.3MAdded$2.92M
PEAK6 LLC125.2K$9.16M—Held
OP Asset Management Ltd82.9K$6.06M$811.2KAdded$733.6K
Sanctuary Advisors, LLC73.1K$5.35M$663.8KAdded$1.05M
Savant Capital, LLC45.1K$3.3M$406.7KAdded$664.1K
Kentucky Farm Bureau Mutual Insurance Co40K$2.93M$391.6KAdded$391.6K
Cresset Asset Management, LLC32.4K$2.37M—Held
Cornerstone National Bank & Trust Co13.3K$975.8K$125KAdded$166K
Medallion Wealth Advisors, LLC13.1K$969.8K$138.5KAdded$109.4K
Pine Valley Investments Ltd Liability Co8.37K$612.8K$80.8KAdded$89.4K
Leonteq Securities AG7.13K$521.5K$69.8KAdded$37.4K
Roehl & Yi Investment Advisors, LLC4.84K$354.5K$47.4KAdded$40.1K
Parsonex Advisory Services, Inc.4.63K$338.8K—Held
NWAM LLC4.31K$298.7K—Held
BROADWATER CAPITAL MANAGEMENT LLC275.9K$275.9K−$235.2KAdded$36.9K
Nalls Sherbakoff Group, LLC900$65.9K$2.94KAdded$46.9K
Prestige Wealth Management Group LLC647$47.4K$6.34KAdded$6.33K
Essential Partners LLC392$28.7K—Held
Aventura Private Wealth, LLC157$11.5K$147Added$10.5K
ELEVATION POINT WEALTH PARTNERS, LLC84$6.15K—New
Catherine Avery Investment Management LLC13$951$127Added$127

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.