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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 44,812 | $2.52M | 0.08% | −1,021−2.2% | Reduced |
| Savant Capital, LLC | 45,088 | $2.54M | 0.01% | +4,898+12.2% | Added |
| Heritage Investors Management Corp | 45,270 | $2.55M | 0.08% | −195−0.4% | Reduced |
| Lido Advisors, LLC | 45,478 | $2.56M | 0.01% | −23,194−33.8% | Reduced |
| Cresset Asset Management, LLC | 45,488 | $2.56M | 0.01% | +12,037+36.0% | Added |
| Cohen Klingenstein LLC | 45,668 | $2.57M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 45,671 | $2.57M | 0.04% | −1,642−3.5% | Reduced |
| Allianz Asset Management GmbH | 45,956 | $2.59M | 0.00% | +9,510+26.1% | Added |
| Prudential PLC | 46,297 | $2.61M | 0.02% | +32,598+238.0% | Added |
| Fideuram Asset Management (Ireland) dac | 46,794 | $2.61M | 0.33% | +37,861+423.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 45,601 | $2.62M | 0.01% | +9,667+26.9% | Added |
| Monarch Capital Management Inc | 46,865 | $2.64M | 0.65% | +2,090+4.7% | Added |
| Delta Capital Management LLC | 47,065 | $2.65M | 1.46% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 47,499 | $2.67M | 0.06% | −10,146−17.6% | Reduced |
| Diversified Management Inc | 48,450 | $2.73M | 0.47% | +48,450 | New |
| J.P. Marvel Investment Advisors, LLC | 48,461 | $2.73M | 0.39% | −550−1.1% | Reduced |
| Oppenheimer & Co Inc | 48,654 | $2.74M | 0.03% | −2,280−4.5% | Reduced |
| Norinchukin Bank, The | 48,701 | $2.74M | 0.03% | −462−0.9% | Reduced |
| Sargent Investment Group, LLC | 48,995 | $2.76M | 0.36% | −7,660−13.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 49,352 | $2.78M | 0.00% | +18,053+57.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 49,909 | $2.81M | 0.48% | −1,183−2.3% | Reduced |
| Huntington National Bank | 50,959 | $2.87M | 0.02% | +473+0.9% | Added |
| Rafferty Asset Management, LLC | 51,162 | $2.88M | 0.01% | −19,364−27.5% | Reduced |
| JB Capital LLC | 51,510 | $2.90M | 0.12% | −1,620−3.0% | Reduced |
| Carmel Capital Partners, LLC | 51,791 | $2.92M | 1.05% | +981+1.9% | Added |
| Hancock Whitney Corp | 51,463 | $2.94M | 0.05% | −708−1.4% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.95M | 1.30% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52,862 | $2.98M | 0.05% | −21,941−29.3% | Reduced |
| NBT Bank N A | 52,949 | $2.98M | 0.20% | −2,604−4.7% | Reduced |
| Canandaigua National Corp | 53,044 | $2.99M | 0.27% | +53,044 | New |
| Boothbay Fund Management, LLC | 53,768 | $3.03M | 0.07% | +43,853+442.3% | Added |
| Investment Management Corp of Ontario | 54,274 | $3.06M | 0.04% | −8,868−14.0% | Reduced |
| Caisse des Depots Et Consignations | 54,431 | $3.07M | 0.05% | +848+1.6% | Added |
| Beacon Pointe Advisors, LLC | 54,467 | $3.07M | 0.02% | +17,080+45.7% | Added |
| LRI Investments, LLC | 54,714 | $3.08M | 0.27% | −1,916−3.4% | Reduced |
| SIR Capital Management, L.P. | 55,000 | $3.10M | 0.29% | +55,000 | New |
| Silvercrest Asset Management Group LLC | 56,322 | $3.17M | 0.02% | −604−1.1% | Reduced |
| Mirabella Financial Services LLP | 56,686 | $3.19M | 0.31% | +50,071+756.9% | Added |
| Quadrature Capital Ltd | 56,828 | $3.20M | 0.04% | −282,858−83.3% | Reduced |
| Merit Financial Group, LLC | 57,036 | $3.21M | 0.02% | +8,413+17.3% | Added |
| Cambient Family Office, LLC | 57,035 | $3.21M | 0.45% | +618+1.1% | Added |
| GWM Advisors LLC | 57,520 | $3.24M | 0.01% | −12,803−18.2% | Reduced |
| Patten Group, Inc. | 57,532 | $3.24M | 0.56% | −2,479−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 58,737 | $3.31M | 0.07% | +18,293+45.2% | Added |
| Osmosis Investment Management UK Ltd | 59,087 | $3.33M | 0.09% | −765−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 59,292 | $3.34M | 0.50% | +2,072+3.6% | Added |
| Woodline Partners LP | 59,373 | $3.34M | 0.01% | −910,156−93.9% | Reduced |
| Daymark Wealth Partners, LLC | 60,798 | $3.42M | 0.11% | −155−0.3% | Reduced |
| RSM US Wealth Management LLC | 61,627 | $3.47M | 0.04% | +6,969+12.8% | Added |
| Cohen Capital Management, Inc. | 63,634 | $3.58M | 0.56% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,173 | $3.60M | 0.03% | −23,360−26.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.65M | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 65,066 | $3.66M | 0.10% | −3,802−5.5% | Reduced |
| MAI Capital Management | 65,093 | $3.67M | 0.02% | −248−0.4% | Reduced |
| Empowered Funds, LLC | 65,833 | $3.71M | 0.02% | −8,891−11.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 66,464 | $3.74M | 0.05% | −3,300−4.7% | Reduced |
| Circle Wealth Management, LLC | 66,789 | $3.76M | 0.05% | +958+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 67,044 | $3.78M | 0.01% | +12,594+23.1% | Added |
| Twinbeech Capital LP | 68,098 | $3.83M | 0.40% | −196,277−74.2% | Reduced |
| ASR Vermogensbeheer N.V. | 68,548 | $3.86M | 0.05% | +1,108+1.6% | Added |
| Soviero Asset Management, LP | 69,000 | $3.89M | 2.18% | +69,000 | New |
| Pinnacle Financial Partners, Inc. | 69,029 | $3.89M | 0.03% | −21,823−24.0% | Reduced |
| AIA Group Ltd | 69,221 | $3.90M | 0.06% | −41,168−37.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 70,864 | $3.95M | 0.12% | −46,292−39.5% | Reduced |
| Glenmede Trust Co NA | 70,144 | $3.95M | 0.02% | −105−0.1% | Reduced |
| UniSuper Management Pty Ltd | 73,072 | $4.11M | 0.03% | −3,367−4.4% | Reduced |
| Private Advisor Group, LLC | 73,111 | $4.12M | 0.02% | −88−0.1% | Reduced |
| Sanctuary Advisors, LLC | 73,773 | $4.15M | 0.02% | +12,675+20.7% | Added |
| Fayez Sarofim & Co | 74,705 | $4.21M | 0.01% | −2,715−3.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 76,535 | $4.31M | 0.08% | −28,786−27.3% | Reduced |
| OP Asset Management Ltd | 77,329 | $4.35M | 0.04% | −7,360−8.7% | Reduced |
| Clearbridge Investments, LLC | 77,455 | $4.36M | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 77,758 | $4.38M | 0.05% | +23,104+42.3% | Added |
| State of Alaska, Department of Revenue | 78,011 | $4.39M | 0.05% | −480−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 78,120 | $4.40M | 0.01% | +100.0% | Added |
| Verition Fund Management LLC | 78,947 | $4.45M | 0.04% | +36,299+85.1% | Added |
| Nordea Investment Management AB | 80,276 | $4.45M | 0.00% | +1,807+2.3% | Added |
| Credit Agricole S A | 79,266 | $4.46M | 0.01% | −242,011−75.3% | Reduced |
| Caption Management, LLC | 80,000 | $4.50M | 0.21% | +15,000+23.1% | Added |
| Macquarie Group Ltd | 80,072 | $4.51M | 0.03% | −44,563−35.8% | Reduced |
| Stephens Inc | 80,075 | $4.51M | 0.06% | +1,672+2.1% | Added |
| Parsons Capital Management Inc | 81,527 | $4.59M | 0.21% | +18,506+29.4% | Added |
| AdvisorNet Financial, Inc | 81,538 | $4.59M | 0.24% | +333+0.4% | Added |
| Letson Investment Management, Inc. | 82,650 | $4.65M | 1.79% | −17,074−17.1% | Reduced |
| Edentree Asset Management Ltd | 83,000 | $4.67M | 1.41% | −26,400−24.1% | Reduced |
| Mutual of America Capital Management LLC | 83,591 | $4.71M | 0.05% | −1,439−1.7% | Reduced |
| XTX Topco Ltd | 84,189 | $4.74M | 0.08% | −5,650−6.3% | Reduced |
| HM Payson & Co | 84,306 | $4.75M | 0.07% | +2,018+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,972 | $4.84M | 0.01% | +6,962+8.8% | Added |
| Gabelli Funds LLC | 86,135 | $4.85M | 0.03% | +22,235+34.8% | Added |
| Atria Investments LLC | 86,258 | $4.86M | 0.05% | +37,580+77.2% | Added |
| Moore Capital Management, LP | 86,819 | $4.89M | 0.18% | +86,819 | New |
| American Trust Investment Advisors, LLC | 87,161 | $4.91M | 2.71% | +855+1.0% | Added |
| Yousif Capital Management, LLC | 87,315 | $4.92M | 0.06% | −3,667−4.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 87,578 | $4.93M | 0.17% | −583−0.7% | Reduced |
| Wesleyan Assurance Society | 88,200 | $4.97M | 0.29% | −4,000−4.3% | Reduced |
| Baker Ellis Asset Management LLC | 88,599 | $4.99M | 0.59% | −1,039−1.2% | Reduced |
| McMillan Office, Inc. | 88,809 | $5.00M | 0.64% | −2,187−2.4% | Reduced |
| Vontobel Holding Ltd. | 89,241 | $5.03M | 0.02% | +1,419+1.6% | Added |
| Pegasus Asset Management, Inc. | 89,491 | $5.04M | 1.61% | +1,859+2.1% | Added |