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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 16,610 | $935.3K | 0.02% | +795+5.0% | Added |
| Rydar Equities, Inc. | 16,644 | $937.2K | 0.73% | −189−1.1% | Reduced |
| Salem Investment Counselors Inc | 16,645 | $937.3K | 0.03% | −233−1.4% | Reduced |
| Jacobi Capital Management LLC | 16,682 | $939.4K | 0.05% | −82−0.5% | Reduced |
| Signaturefd, LLC | 16,698 | $940.3K | 0.01% | +195+1.2% | Added |
| North Star Investment Management Corp. | 16,864 | $949.6K | 0.06% | +908+5.7% | Added |
| Home Federal Bank of Tennessee | 16,872 | $950.1K | 0.24% | −250−1.5% | Reduced |
| Headinvest, LLC | 17,108 | $963.4K | 0.20% | −500−2.8% | Reduced |
| Ballentine Partners, LLC | 17,130 | $964.6K | 0.01% | +246+1.5% | Added |
| V-Square Quantitative Management LLC | 17,177 | $967.2K | 0.10% | +19+0.1% | Added |
| HBK Sorce Advisory LLC | 14,515 | $970.0K | 0.02% | +392+2.8% | Added |
| First Manhattan Co | 17,405 | $980.1K | 0.00% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 17,425 | $981.2K | 0.16% | −2,340−11.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,464 | $983.4K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 17,488 | $984.7K | 0.02% | +17,488 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,508 | $985.9K | 0.01% | +17,508 | New |
| Quadrant Capital Group LLC | 17,652 | $994.0K | 0.03% | −839−4.5% | Reduced |
| Birch Hill Investment Advisors LLC | 17,891 | $1.01M | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 17,352 | $1.01M | 0.03% | −590−3.3% | Reduced |
| Dark Forest Capital Management LP | 17,965 | $1.01M | 0.09% | +17,965 | New |
| Schnieders Capital Management, LLC. | 18,096 | $1.02M | 0.16% | +4,529+33.4% | Added |
| Northwest & Ethical Investments L.P. | 18,333 | $1.03M | 0.02% | −345,635−95.0% | Reduced |
| Diversified Trust Co | 18,458 | $1.04M | 0.02% | +1,120+6.5% | Added |
| Nicolet Bankshares Inc | 18,319 | $1.04M | 0.04% | +18,319 | New |
| Barden Capital Management, Inc. | 18,477 | $1.04M | 0.89% | +578+3.2% | Added |
| Horizon Investments, LLC | 18,556 | $1.04M | 0.01% | +2,164+13.2% | Added |
| Choate Investment Advisors | 18,548 | $1.04M | 0.02% | +1,806+10.8% | Added |
| Garrison Point Advisors, LLC | 18,555 | $1.04M | 0.48% | −320−1.7% | Reduced |
| Patten & Patten Inc | 18,626 | $1.05M | 0.06% | +650+3.6% | Added |
| Warren Averett Asset Management, LLC | 18,755 | $1.06M | 0.01% | −802−4.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,781 | $1.06M | 0.03% | −18,830−50.1% | Reduced |
| NewEdge Wealth, LLC | 18,794 | $1.06M | 0.01% | −1,002−5.1% | Reduced |
| Family Legacy Financial Solutions, LLC | 18,619 | $1.06M | 0.86% | −344−1.8% | Reduced |
| Verdence Capital Advisors LLC | 18,848 | $1.06M | 0.06% | +11,443+154.5% | Added |
| USS Investment Management Ltd | 18,875 | $1.06M | 0.00% | −49,178−72.3% | Reduced |
| ICW Investment Advisors LLC | 18,996 | $1.07M | 0.39% | +2,524+15.3% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.08M | 0.19% | 00.0% | Unchanged |
| Nwam LLC | 19,210 | $1.08M | 0.06% | +19,210 | New |
| Cascade Investment Advisors, Inc. | 19,343 | $1.09M | 0.64% | +185+1.0% | Added |
| Holderness Investments Co | 19,550 | $1.10M | 0.22% | −683−3.4% | Reduced |
| Wellington Management Group LLP | 19,854 | $1.12M | 0.00% | +10,901+121.8% | Added |
| Arvest Investments, Inc. | 19,935 | $1.12M | 0.15% | +19,935 | New |
| Wahed Invest LLC | 20,038 | $1.13M | 0.15% | −629−3.0% | Reduced |
| Apollon Wealth Management, LLC | 20,073 | $1.13M | 0.02% | +2,823+16.4% | Added |
| BKD Wealth Advisors, LLC | 20,181 | $1.14M | 0.02% | −10.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,246 | $1.14M | 0.05% | −769−3.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 20,249 | $1.14M | 0.12% | +7,827+63.0% | Added |
| Intech Investment Management LLC | 20,452 | $1.15M | 0.01% | +6,727+49.0% | Added |
| Essex Investment Management Co LLC | 20,458 | $1.15M | 0.18% | +6,161+43.1% | Added |
| Neville Rodie & Shaw Inc | 20,473 | $1.15M | 0.08% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 20,491 | $1.15M | 0.12% | −50.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,552 | $1.16M | 0.00% | +20,552 | New |
| Greenleaf Trust | 20,588 | $1.16M | 0.01% | +1,384+7.2% | Added |
| Bridges Investment Management Inc | 20,610 | $1.16M | 0.02% | −2,501−10.8% | Reduced |
| InTrack Investment Management Inc | 20,618 | $1.16M | 0.66% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 20,655 | $1.16M | 0.09% | −555−2.6% | Reduced |
| Vise Technologies, Inc. | 22,153 | $1.17M | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 20,799 | $1.17M | 0.15% | +425+2.1% | Added |
| New Age Alpha Advisors, LLC | 20,839 | $1.17M | 0.05% | +20,839 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.18M | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,886 | $1.18M | 0.00% | −332,409−94.1% | Reduced |
| Citizens Financial Group Inc | 20,979 | $1.18M | 0.02% | −126−0.6% | Reduced |
| Woodstock Corp | 21,036 | $1.18M | 0.11% | −29−0.1% | Reduced |
| Curbstone Financial Management Corp | 21,098 | $1.19M | 0.23% | 00.0% | Unchanged |
| Notis-McConarty Edward | 21,115 | $1.19M | 0.59% | −23,635−52.8% | Reduced |
| Farther Finance Advisors, LLC | 21,071 | $1.20M | 0.01% | +5,350+34.0% | Added |
| Ridgewood Investments LLC | 21,312 | $1.20M | 0.49% | +21,312 | New |
| Securian Asset Management, Inc | 21,314 | $1.20M | 0.05% | −213−1.0% | Reduced |
| Everence Capital Management Inc | 21,394 | $1.21M | 0.07% | +4,553+27.0% | Added |
| Carlson Financial, Inc. | 21,591 | $1.22M | 0.72% | −363−1.7% | Reduced |
| Bollard Group LLC | 21,719 | $1.22M | 0.04% | −731−3.3% | Reduced |
| MUFG Securities Americas Inc. | 21,740 | $1.22M | 0.08% | +412+1.9% | Added |
| Central Trust Co | 21,779 | $1.23M | 0.02% | −326−1.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 21,820 | $1.23M | 0.04% | −828−3.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,098 | $1.24M | 0.08% | +14+0.1% | Added |
| Harmony Asset Management LLC | 22,207 | $1.25M | 0.38% | −15,265−40.7% | Reduced |
| Puzo Michael J | 22,285 | $1.25M | 0.37% | −1,950−8.0% | Reduced |
| Principal Securities, Inc. | 22,471 | $1.27M | 0.02% | +1,961+9.6% | Added |
| Crews Bank & Trust | 22,564 | $1.27M | 0.18% | −495−2.1% | Reduced |
| Banque Cantonale Vaudoise | 22,635 | $1.27M | 0.05% | −10,742−32.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 22,707 | $1.28M | 0.20% | +791+3.6% | Added |
| Massachusetts Wealth Management | 22,735 | $1.28M | 0.55% | +225+1.0% | Added |
| North Dakota State Investment Board | 22,744 | $1.28M | 0.06% | −4,458−16.4% | Reduced |
| Moors & Cabot, Inc. | 22,960 | $1.29M | 0.06% | +232+1.0% | Added |
| Ally Financial Inc. | 23,000 | $1.30M | 0.16% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 23,317 | $1.31M | 0.02% | −1,755−7.0% | Reduced |
| Bryn Mawr Trust Co | 23,795 | $1.34M | 0.03% | +1,992+9.1% | Added |
| Souders Financial Advisors | 23,944 | $1.35M | 0.15% | −890−3.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,147 | $1.36M | 0.04% | +254+1.1% | Added |
| Meeder Advisory Services, Inc. | 24,275 | $1.37M | 0.06% | +3,378+16.2% | Added |
| Concurrent Investment Advisors, LLC | 24,281 | $1.37M | 0.01% | −1,278−5.0% | Reduced |
| Personal Cfo Solutions, LLC | 24,671 | $1.39M | 0.20% | +181+0.7% | Added |
| Kinneret Advisory, LLC | 24,729 | $1.39M | 0.13% | −1,096−4.2% | Reduced |
| Modera Wealth Management, LLC | 24,933 | $1.40M | 0.02% | +3,717+17.5% | Added |
| Stance Capital LLC | 24,967 | $1.41M | 0.68% | −812−3.1% | Reduced |
| Guidance Capital, Inc | 21,954 | $1.41M | 0.32% | +21,954 | New |
| B. Metzler seel. Sohn & Co. AG | 25,029 | $1.41M | 0.01% | −1,255−4.8% | Reduced |
| Johnson Investment Counsel Inc | 25,046 | $1.41M | 0.01% | −1,426−5.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,140 | $1.42M | 0.02% | −156−0.6% | Reduced |
| Skopos Labs, Inc. | 25,186 | $1.42M | 0.04% | +16,146+178.6% | Added |