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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 25,201 | $1.42M | 0.01% | −1,424−5.3% | Reduced |
| Glenview Trust Co | 25,252 | $1.42M | 0.02% | −2,349−8.5% | Reduced |
| IMA Wealth, Inc. | 25,355 | $1.43M | 0.14% | −279−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 25,357 | $1.43M | 0.01% | +8,700+52.2% | Added |
| Principle Wealth Partners LLC | 25,364 | $1.43M | 0.08% | −100−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,708 | $1.45M | 0.03% | −50−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.45M | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 25,834 | $1.45M | 0.04% | −3,091−10.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 25,895 | $1.46M | 0.03% | +7,432+40.3% | Added |
| Advisory Services Network, LLC | 26,035 | $1.47M | 0.02% | −1,062−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,044 | $1.47M | 0.05% | 00.0% | Unchanged |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 26,088 | $1.47M | 1.09% | −4,005−13.3% | Reduced |
| Benjamin Edwards Inc | 26,114 | $1.47M | 0.01% | −42,146−61.7% | Reduced |
| Clarus Wealth Advisors | 26,766 | $1.48M | 0.63% | +26,766 | New |
| Evercore Wealth Management, LLC | 26,396 | $1.49M | 0.02% | −22,647−46.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 27,137 | $1.53M | 0.06% | −1,300−4.6% | Reduced |
| Walleye Capital LLC | 27,162 | $1.53M | 0.01% | −93,278−77.4% | Reduced |
| TD Private Client Wealth LLC | 27,194 | $1.53M | 0.03% | +2,593+10.5% | Added |
| Van Hulzen Asset Management, LLC | 27,220 | $1.53M | 0.11% | −130−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 27,469 | $1.55M | 0.04% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 27,563 | $1.55M | 0.20% | −49,321−64.1% | Reduced |
| Bessemer Group Inc | 27,583 | $1.55M | 0.00% | +1,904+7.4% | Added |
| Jain Global LLC | 27,844 | $1.57M | 0.02% | −402,604−93.5% | Reduced |
| First Heartland Consultants, Inc. | 27,896 | $1.57M | 0.12% | +27,896 | New |
| Saudi Central Bank | 27,978 | $1.58M | 0.03% | +27,978 | New |
| Raiffeisen Bank International AG | 28,996 | $1.58M | 0.02% | +12,693+77.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 27,998 | $1.58M | 0.02% | −10,427−27.1% | Reduced |
| Metis Global Partners, LLC | 28,019 | $1.58M | 0.04% | +3,155+12.7% | Added |
| Empirical Finance, LLC | 28,161 | $1.59M | 0.07% | −70−0.2% | Reduced |
| Cullinan Associates Inc | 28,700 | $1.62M | 0.13% | +19,700+218.9% | Added |
| Resources Investment Advisors, LLC. | 28,992 | $1.63M | 0.02% | +10,106+53.5% | Added |
| GAMMA Investing LLC | 29,003 | $1.63M | 0.08% | +12,225+72.9% | Added |
| Cinctive Capital Management LP | 29,639 | $1.67M | 0.11% | +29,639 | New |
| Two Sigma Securities, LLC | 29,992 | $1.69M | 0.20% | +23,822+386.1% | Added |
| Delaney Dennis R | 30,055 | $1.69M | 0.60% | +16,005+113.9% | Added |
| Wedbush Securities Inc | 30,401 | $1.71M | 0.05% | +10,866+55.6% | Added |
| Assenagon Asset Management S.A. | 30,574 | $1.72M | 0.00% | −2,429,747−98.8% | Reduced |
| Burney Co | 30,609 | $1.72M | 0.05% | +9,274+43.5% | Added |
| Capital Group Private Client Services, Inc. | 30,762 | $1.73M | 0.03% | −50,773−62.3% | Reduced |
| Brookfield Asset Management Inc. | 30,812 | $1.74M | 0.00% | +30,812 | New |
| Sequoia Financial Advisors, LLC | 31,069 | $1.75M | 0.01% | +1,320+4.4% | Added |
| Thrivent Financial for Lutherans | 31,148 | $1.75M | 0.00% | −302−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 31,498 | $1.77M | 0.02% | +2,348+8.1% | Added |
| Cunning Capital Partners, LP | 31,613 | $1.78M | 0.91% | 00.0% | Unchanged |
| Whittier Trust Co | 32,314 | $1.80M | 0.02% | −1,194−3.6% | Reduced |
| Laird Norton Trust Company, LLC | 31,935 | $1.80M | 0.04% | +300+0.9% | Added |
| MUFG Securities EMEA plc | 32,211 | $1.81M | 0.03% | −244−0.8% | Reduced |
| Stoneridge Investment Partners LLC | 32,287 | $1.82M | 1.31% | −6,011−15.7% | Reduced |
| Lee Danner & Bass Inc | 32,615 | $1.84M | 0.12% | −233−0.7% | Reduced |
| Brinker Capital Investments, LLC | 32,909 | $1.85M | 0.02% | −2,464−7.0% | Reduced |
| American Century Companies Inc | 33,100 | $1.86M | 0.00% | +4,836+17.1% | Added |
| Goelzer Investment Management, Inc. | 33,319 | $1.88M | 0.09% | +145+0.4% | Added |
| Nomura Holdings Inc | 33,484 | $1.89M | 0.02% | +2,796+9.1% | Added |
| Bartlett & Co. Wealth Management LLC | 28,512 | $1.89M | 0.02% | −147−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 33,902 | $1.93M | 0.01% | −9,087−21.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 34,883 | $1.96M | 0.02% | −4,257−10.9% | Reduced |
| Park Avenue Securities LLC | 35,187 | $1.98M | 0.02% | −12,221−25.8% | Reduced |
| Perigon Wealth Management, LLC | 35,463 | $2.00M | 0.04% | +1,370+4.0% | Added |
| Gluskin Sheff & Assoc Inc | 35,800 | $2.02M | 0.34% | +35,800 | New |
| Allianz SE | 36,084 | $2.03M | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 36,338 | $2.05M | 0.01% | +4,134+12.8% | Added |
| CIBC World Markets Inc. | 36,395 | $2.05M | 0.00% | −66,531−64.6% | Reduced |
| New Mexico Educational Retirement Board | 36,517 | $2.06M | 0.06% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 36,536 | $2.06M | 0.98% | +607+1.7% | Added |
| EP Wealth Advisors, LLC | 36,947 | $2.08M | 0.01% | −568−1.5% | Reduced |
| Omers Administration Corp | 36,971 | $2.08M | 0.01% | +8,172+28.4% | Added |
| Allspring Global Investments Holdings, LLC | 36,605 | $2.08M | 0.00% | +677+1.9% | Added |
| Elefante Mark B | 37,077 | $2.09M | 1.15% | −3,603−8.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 37,168 | $2.09M | 0.10% | +492+1.3% | Added |
| Robeco Institutional Asset Management B.V. | 37,773 | $2.13M | 0.00% | +88+0.2% | Added |
| Delta Financial Advisors LLC | 37,786 | $2.13M | 0.55% | +2,868+8.2% | Added |
| FinArc Investments, Inc. | 37,802 | $2.13M | 2.05% | +37,802 | New |
| Van Eck Associates Corp | 37,832 | $2.13M | 0.00% | +37,832 | New |
| Abn Amro Investment Solutions | 38,148 | $2.15M | 0.03% | −5,810−13.2% | Reduced |
| Poehling Capital Management, LLC | 38,270 | $2.15M | 0.45% | −172−0.4% | Reduced |
| Dearborn Partners LLC | 38,433 | $2.16M | 0.12% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 39,153 | $2.20M | 0.03% | −846−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,843 | $2.21M | 0.05% | −261−0.7% | Reduced |
| Essex Financial Services, Inc. | 39,437 | $2.22M | 0.12% | −1,552−3.8% | Reduced |
| Siemens Fonds Invest GmbH | 39,464 | $2.22M | 0.13% | −25−0.1% | Reduced |
| Maryland State Retirement & Pension System | 39,794 | $2.24M | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 39,993 | $2.25M | 0.02% | +12,182+43.8% | Added |
| Louisiana State Employees Retirement System | 40,000 | $2.25M | 0.04% | −400−1.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.25M | 0.68% | 00.0% | Unchanged |
| Natixis | 40,385 | $2.27M | 0.01% | −108,015−72.8% | Reduced |
| J.W. Cole Advisors, Inc. | 40,542 | $2.28M | 0.08% | +1,066+2.7% | Added |
| AMG National Trust Bank | 41,063 | $2.31M | 0.05% | +4,353+11.9% | Added |
| Boston Partners | 41,361 | $2.33M | 0.00% | +2,320+5.9% | Added |
| Generali Asset Management SPA SGR | 41,456 | $2.33M | 0.05% | +1,151+2.9% | Added |
| Group One Trading, L.P. | 41,801 | $2.35M | 0.08% | +6,724+19.2% | Added |
| Arete Wealth Advisors, LLC | 42,021 | $2.37M | 0.18% | +870+2.1% | Added |
| GPM Growth Investors, Inc. | 42,164 | $2.37M | 1.00% | −2,130−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,603 | $2.40M | 0.00% | +10,899+34.4% | Added |
| HB Wealth Management, LLC | 42,999 | $2.42M | 0.02% | +4,641+12.1% | Added |
| Argent Trust Co | 43,185 | $2.43M | 0.08% | +44+0.1% | Added |
| Somerville Kurt F | 43,375 | $2.44M | 0.64% | −56,435−56.5% | Reduced |
| Pinnacle Associates Ltd | 43,575 | $2.45M | 0.03% | +1,628+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 44,035 | $2.48M | 0.01% | +2,513+6.1% | Added |
| YHB Investment Advisors, Inc. | 44,478 | $2.50M | 0.18% | −437−1.0% | Reduced |
| Venture Visionary Partners LLC | 44,669 | $2.52M | 0.08% | −87−0.2% | Reduced |