Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in Carrier Global Corp as of Mar 31, 2026. 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: 1,502; +13 vs. Q4 2025
Shares held: 718.9M; +117.7M (+19.6%) vs. Q4 2025
Total value: $40.4B; +$8.59B (+27.0%) vs. Q4 2025
New holders: 157; 523 more added
Sold out: 144; 542 more reduced

22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,502 institutions

Value heldQ1 2026: $40.4B

Institutions holding CARR and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2025.

Institutions holding CARR in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Raleigh Capital Management Inc.	0	$9	0.00%	−15−100.0%	Reduced
Kingdom Financial Group LLC.	1	$55	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	1	$55	0.00%	+1	New
Arcadia Investment Management Corp	2	$113	0.00%	00.0%	Unchanged
Curio Wealth, LLC	3	$169	0.00%	+3	New
Beaird Harris Wealth Management, LLC	4	$226	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	4	$226	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	5	$282	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	5	$282	0.00%	+5	New
Albion Financial Group	7	$395	0.00%	00.0%	Unchanged
Fairman Group, LLC	8	$450	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	9	$484	0.00%	+2+28.6%	Added
Minot DeBlois Advisors LLC	10	$563	0.00%	00.0%	Unchanged
Davis Capital Management	10	$563	0.00%	00.0%	Unchanged
North Ridge Wealth Advisors, Inc.	10	$564	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	13	$732	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	13	$733	0.00%	−1−7.1%	Reduced
TopTier Wealth Management, LLC	14	$788	0.00%	+14	New
Marquette Asset Management, LLC	14	$789	0.00%	+14	New
HFM Investment Advisors, LLC	15	$845	0.00%	+5+50.0%	Added
Phillip James Consulting Co.	22	$1.00K	0.00%	00.0%	Unchanged
Evergreen Advisors, LLC	18	$1.03K	0.00%	+18	New
CBIZ Investment Advisory Services, LLC	19	$1.07K	0.00%	−26−57.8%	Reduced
1015 Capital Partners, LLC	20	$1.13K	0.00%	−6−23.1%	Reduced
Gilpin Wealth Management, LLC	20	$1.13K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	22	$1.24K	0.00%	00.0%	Unchanged
Torren Management, LLC	22	$1.26K	0.00%	−444−95.3%	Reduced
Game Plan Financial Advisors, LLC	24	$1.35K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	25	$1.41K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	27	$1.51K	0.00%	+27	New
Burk Holdings LLC	27	$1.52K	0.00%	+27	New
Investors Research Corp	29	$1.63K	0.00%	+29	New
Rakuten Securities, Inc.	30	$1.69K	0.00%	+14+87.5%	Added
Portus Wealth Advisors, LLC	30	$1.69K	0.00%	+30	New
Bard Associates Inc	32	$1.80K	0.00%	+32	New
Navigoe, LLC	50	$2.00K	0.00%	00.0%	Unchanged
Asset Planning,Inc	41	$2.31K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	42	$2.37K	0.00%	+10+31.3%	Added
Battery Global Advisors, LLC	44	$2.48K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	46	$2.59K	0.00%	−10−17.9%	Reduced
Valued Wealth Advisors LLC	47	$2.65K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	47	$2.65K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$2.82K	0.00%	00.0%	Unchanged
Bank of Jackson Hole Trust	50	$2.82K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	51	$2.87K	0.05%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	52	$2.93K	0.00%	+52	New
Redwood Park Advisors LLC	53	$2.98K	0.00%	00.0%	Unchanged
PFS Partners, LLC	53	$3.01K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	54	$3.04K	0.00%	−11−16.9%	Reduced
Principia Wealth Advisory, LLC	54	$3.04K	0.00%	+22+68.8%	Added
Pinney & Scofield, Inc.	54	$3.07K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	55	$3.10K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	57	$3.21K	0.00%	00.0%	Unchanged
Sunrise Financial Services, LLC	58	$3.27K	0.00%	+58	New
Hilton Head Capital Partners, LLC	61	$3.44K	0.00%	00.0%	Unchanged
Sankala Group LLC	63	$3.48K	0.00%	00.0%	Unchanged
Graney & King, LLC	63	$3.53K	0.00%	+1+1.6%	Added
Arlington Trust Co LLC	63	$3.55K	0.00%	+63	New
Aventura Private Wealth, LLC	65	$3.66K	0.00%	−5−7.1%	Reduced
Bogart Wealth, LLC	65	$3.66K	0.00%	+23+54.8%	Added
Park Place Capital Corp	65	$3.66K	0.00%	+37+132.1%	Added
Millstone Evans Group, LLC	69	$3.88K	0.00%	+69	New
Legacy Wealth Managment, LLC	71	$4.00K	0.00%	+14+24.6%	Added
Family Capital Trust Co	72	$4.05K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	74	$4.15K	0.00%	−3,396−97.9%	Reduced
Godfrey Financial Associates, Inc.	74	$4.17K	0.00%	00.0%	Unchanged
PlanVest Financial, Inc	74	$4.17K	0.00%	+74	New
Cranbrook Wealth Management, LLC	75	$4.22K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$4.28K	0.00%	00.0%	Unchanged
Triumph Capital Management	76	$4.28K	0.00%	+21+38.2%	Added
Hollencrest Capital Management	76	$4.30K	0.00%	00.0%	Unchanged
GGM Financials LLC	78	$4.37K	0.00%	+1+1.3%	Added
Intentional Wealth Strategies, LLC	78	$4.39K	0.00%	+78	New
United Financial Planning Group LLC	79	$4.45K	0.00%	+79	New
Byrne Asset Management LLC	80	$4.50K	0.00%	+80	New
Caitlin John, LLC	80	$4.53K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	87	$4.90K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	90	$5.07K	0.00%	+26+40.6%	Added
Bullseye Investment Management, LLC	90	$5.07K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	28,827	$5.13K	0.00%	−621−2.1%	Reduced
Darwin Advisors, LLC	91	$5.16K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	93	$5.24K	0.00%	−13−12.3%	Reduced
Dunhill Financial, LLC	96	$5.41K	0.00%	+7+7.9%	Added
Sfam, LLC	100	$5.63K	0.01%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	100	$5.63K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	100	$5.63K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	101	$5.69K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	116	$6.00K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	109	$6.15K	0.00%	+17+18.5%	Added
Comprehensive Financial Planning, Inc.	110	$6.19K	0.00%	00.0%	Unchanged
Tidemark, LLC	113	$6.36K	0.00%	+113	New
Halbert Hargrove Global Advisors, LLC	116	$6.53K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	120	$6.65K	0.00%	00.0%	Unchanged
Riverview Trust Co	120	$6.76K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	120	$6.76K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	120	$6.76K	0.00%	+82+215.8%	Added
Avion Wealth	138	$7.00K	0.00%	+35+34.0%	Added
Clear Street Markets LLC	129	$7.26K	0.00%	−1,047−89.0%	Reduced
Maseco LLP	130	$7.31K	0.00%	−723−84.8%	Reduced
Prosperity Bancshares Inc	130	$7.32K	0.01%	+80+160.0%	Added