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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 133 | $7.46K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 133 | $7.49K | 0.00% | +133 | New |
| Silver Grove Financial Group, Inc. | 133 | $7.49K | 0.01% | +133 | New |
| Joseph Group Capital Management | 136 | $7.66K | 0.00% | +136 | New |
| MJT & Associates Financial Advisory Group, Inc. | 143 | $8.05K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 146 | $8.22K | 0.01% | +74+102.8% | Added |
| RHL Group, LLC | 147 | $8.25K | 0.01% | +1+0.7% | Added |
| Wolff Wiese Magana LLC | 147 | $8.28K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 173 | $8.37K | 0.00% | −16,574−99.0% | Reduced |
| Kozak & Associates, Inc. | 132 | $8.49K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 151 | $8.53K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 158 | $8.90K | 0.00% | +85+116.4% | Added |
| Financial Management Professionals, Inc. | 158 | $8.92K | 0.00% | −25−13.7% | Reduced |
| Whipplewood Advisors, LLC | 159 | $8.95K | 0.00% | +155+3,875.0% | Added |
| Mosley Wealth Management | 151 | $8.98K | 0.00% | +151 | New |
| Tower Trust & Investment Co | 160 | $9.01K | 0.01% | −12,453−98.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 160 | $9.01K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 160 | $9.01K | 0.01% | +160 | New |
| Seneschal Advisors, LLC | 161 | $9.07K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 161 | $9.09K | 0.00% | +25+18.4% | Added |
| Global X Japan Co., Ltd. | 164 | $9.23K | 0.00% | +164 | New |
| First Pacific Financial | 171 | $9.63K | 0.00% | +34+24.8% | Added |
| NVWM, LLC | 180 | $10.1K | 0.00% | −5−2.7% | Reduced |
| Signature Resources Capital Management, LLC | 184 | $10.4K | 0.00% | +136+283.3% | Added |
| Park National Corp | 189 | $10.6K | 0.00% | +189 | New |
| Horizon Bancorp Inc | 190 | $11.0K | 0.01% | −52−21.5% | Reduced |
| Chung Wu Investment Group, LLC | 200 | $11.3K | 0.01% | +50+33.3% | Added |
| VSM Wealth Advisory, LLC | 201 | $11.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 222 | $12.5K | 0.00% | −152−40.6% | Reduced |
| Dorato Capital Management | 220 | $12.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 203 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 235 | $13.2K | 0.01% | +235 | New |
| High Note Wealth, LLC | 243 | $13.7K | 0.00% | +76+45.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 248 | $14.0K | 0.00% | +248 | New |
| Raffa Wealth Management, LLC | 252 | $14.2K | 0.00% | +4+1.6% | Added |
| Kilter Group LLC | 253 | $14.2K | 0.01% | +180+246.6% | Added |
| Raelipskie Partnership | 255 | $14.4K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 265 | $14.9K | 0.01% | −208−44.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 269 | $15.1K | 0.01% | −163−37.7% | Reduced |
| First Community Trust NA | 272 | $15.3K | 0.01% | −600−68.8% | Reduced |
| Creative Financial Designs Inc | 277 | $15.6K | 0.00% | +1+0.4% | Added |
| Purpose Unlimited Inc. | 278 | $15.7K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 280 | $15.8K | 0.01% | +280 | New |
| Frazier Financial Advisors, LLC | 282 | $15.9K | 0.01% | +5+1.8% | Added |
| S&T Bank | 290 | $16.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 298 | $16.8K | 0.00% | −65−17.9% | Reduced |
| Cetera Trust Company, N.A | 300 | $16.9K | 0.01% | −200−40.0% | Reduced |
| Monetary Management Group Inc | 300 | $16.9K | 0.00% | −100−25.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $16.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 304 | $17.1K | 0.00% | −11−3.5% | Reduced |
| Owl Creek Wealth Partners LLC | 307 | $17.3K | 0.01% | +307 | New |
| Archer Investment Corp | 318 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 320 | $18.0K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 320 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 322 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 327 | $18.4K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 335 | $18.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 337 | $19.0K | 0.00% | −288−46.1% | Reduced |
| Curat Global, LLC | 340 | $19.1K | 0.02% | −95−21.8% | Reduced |
| Godsey & Gibb Associates | 341 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 356 | $20.1K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 360 | $20.3K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 370 | $20.8K | 0.00% | +370 | New |
| Private Wealth Management Group, LLC | 373 | $21.0K | 0.01% | +102+37.6% | Added |
| Entrust Financial LLC | 375 | $21.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 386 | $21.7K | 0.00% | +250+183.8% | Added |
| Wilkerson Advisory Group LLC | 397 | $22.4K | 0.01% | +221+125.6% | Added |
| Clayton Financial Group LLC | 400 | $22.5K | 0.01% | −82−17.0% | Reduced |
| Olistico Wealth, LLC | 400 | $22.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $22.7K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 404 | $22.7K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 407 | $22.9K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 416 | $23.4K | 0.14% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 431 | $24.0K | 0.00% | +17+4.1% | Added |
| DiNuzzo Private Wealth, Inc. | 428 | $24.1K | 0.00% | −1−0.2% | Reduced |
| Nemes Rush Group LLC | 431 | $24.3K | 0.00% | +36+9.1% | Added |
| Kerr Financial Planning Corp | 403 | $24.9K | 0.03% | +3+0.8% | Added |
| Coastline Trust Co | 460 | $25.9K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 460 | $25.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $26.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 451 | $26.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 482 | $26.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $27.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 431 | $27.7K | 0.00% | +299+226.5% | Added |
| Glen Eagle Advisors, LLC | 493 | $27.7K | 0.00% | +1+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 496 | $27.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 500 | $28.2K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 500 | $28.2K | 0.03% | 00.0% | Unchanged |
| Trask Adam Roland | 500 | $28.2K | 0.03% | +500 | New |
| Highline Wealth Partners LLC | 501 | $28.2K | 0.01% | −6−1.2% | Reduced |
| Cheviot Value Management, LLC | 502 | $28.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 508 | $28.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 510 | $28.7K | 0.01% | −80−13.6% | Reduced |
| Sound Income Strategies, LLC | 514 | $29.3K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 523 | $29.4K | 0.09% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 524 | $29.5K | 0.02% | −2,146−80.4% | Reduced |
| Wellington-Altus USA Inc. | 412 | $30.2K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 555 | $31.3K | 0.01% | −389−41.2% | Reduced |
| Wealth Science Advisors LLC | 640 | $33.8K | 0.02% | +640 | New |