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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 613 | $34.5K | 0.03% | +7+1.2% | Added |
| Hager Investment Management Services, LLC | 614 | $34.6K | 0.02% | −875−58.8% | Reduced |
| SJS Investment Consulting Inc. | 616 | $34.7K | 0.00% | +104+20.3% | Added |
| Tompkins Financial Corp | 619 | $34.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 622 | $35.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 625 | $35.2K | 0.01% | −54−8.0% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $35.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $36.4K | 0.01% | −40−5.8% | Reduced |
| Signature Equity Partners, LLC | 648 | $36.5K | 0.02% | +530+449.2% | Added |
| Chesapeake Asset Management LLC | 650 | $36.6K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 652 | $36.7K | 0.00% | +1+0.2% | Added |
| Avanza Fonder AB | 653 | $36.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 654 | $36.8K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 635 | $39.1K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 696 | $39.2K | 0.01% | +22+3.3% | Added |
| Vision Retirement, LLC | 697 | $39.2K | 0.01% | −68−8.9% | Reduced |
| Ramirez Asset Management, Inc. | 700 | $39.4K | 0.00% | −500−41.7% | Reduced |
| Lavaca Capital LLC | 700 | $39.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 700 | $39.5K | 0.00% | −80−10.3% | Reduced |
| TD Capital Management LLC | 708 | $39.9K | 0.00% | −80−10.2% | Reduced |
| American Capital Advisory, LLC | 709 | $39.9K | 0.02% | +23+3.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 709 | $39.9K | 0.01% | +50+7.6% | Added |
| Covestor Ltd | 711 | $40.0K | 0.03% | −1,622−69.5% | Reduced |
| Birchbrook, Inc. | 725 | $40.8K | 0.02% | −300−29.3% | Reduced |
| Princeton Global Asset Management LLC | 741 | $41.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 750 | $42.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $42.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 762 | $42.9K | 0.01% | +171+28.9% | Added |
| Heritage Wealth Advisors | 774 | $43.6K | 0.00% | +74+10.6% | Added |
| Westpac Banking Corp | 777 | $43.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 789 | $44.4K | 0.07% | −21−2.6% | Reduced |
| Centennial Bank | 799 | $45.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 810 | $45.6K | 0.01% | +8+1.0% | Added |
| Golden State Equity Partners | 811 | $45.7K | 0.00% | −10,067−92.5% | Reduced |
| Westside Investment Management, Inc. | 839 | $46.8K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 847 | $47.7K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 849 | $47.8K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 852 | $48.0K | 0.02% | −51−5.6% | Reduced |
| Capula Management Ltd | 857 | $48.3K | 0.00% | +857 | New |
| Cypress Capital Management LLC (WY) | 860 | $48.4K | 0.04% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 864 | $48.7K | 0.03% | +864 | New |
| Quaker Wealth Management, LLC | 877 | $49.4K | 0.02% | −132−13.1% | Reduced |
| Motco | 882 | $49.7K | 0.00% | −66−7.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 890 | $49.9K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 914 | $51.5K | 0.00% | +7+0.8% | Added |
| Wall Street Access Asset Management, LLC | 820 | $51.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 923 | $52.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 923 | $52.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 967 | $54.5K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $56.0K | 0.01% | +4+0.4% | Added |
| Old Second National Bank of Aurora | 1,000 | $56.3K | 0.01% | −75−7.0% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $56.3K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,007 | $56.7K | 0.01% | +169+20.2% | Added |
| Bruce G. Allen Investments, LLC | 1,015 | $57.2K | 0.04% | +149+17.2% | Added |
| Ritter Daniher Financial Advisory LLC | 1,018 | $57.3K | 0.01% | −100−8.9% | Reduced |
| Flagship Wealth Advisors, LLC | 786 | $57.5K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,027 | $57.8K | 0.02% | +541+111.3% | Added |
| United Community Bank | 1,048 | $59.0K | 0.02% | +208+24.8% | Added |
| Community Financial Services Group, LLC | 1,072 | $61.0K | 0.01% | +1,072 | New |
| Field & Main Bank | 1,085 | $61.1K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,095 | $61.7K | 0.00% | +1,095 | New |
| 10Elms LLP | 1,100 | $61.9K | 0.04% | +200+22.2% | Added |
| Ankerstar Wealth, LLC | 1,102 | $62.1K | 0.07% | +659+148.8% | Added |
| CKW Financial Group | 1,103 | $63.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,124 | $63.3K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,129 | $64.0K | 0.00% | +100+9.7% | Added |
| Bullock Wealth Management Group | 1,168 | $66.5K | 0.03% | −21−1.8% | Reduced |
| Paladin Advisory Group, LLC | 1,184 | $66.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,187 | $66.8K | 0.02% | +571+92.7% | Added |
| Kentucky Trust Co | 1,200 | $67.6K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,231 | $69.3K | 0.01% | +3+0.2% | Added |
| Abound Wealth Management | 1,244 | $70.1K | 0.02% | −10−0.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,248 | $70.3K | 0.00% | −338−21.3% | Reduced |
| Center for Financial Planning, Inc. | 1,271 | $71.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,276 | $71.9K | 0.01% | +146+12.9% | Added |
| City State Bank | 1,303 | $73.4K | 0.02% | −1−0.1% | Reduced |
| Fortitude Family Office, LLC | 1,332 | $75.0K | 0.02% | +107+8.7% | Added |
| Hara Capital LLC | 1,340 | $75.5K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,341 | $75.5K | 0.00% | +531+65.6% | Added |
| MidFirst Bank | 1,342 | $75.6K | 0.01% | +3+0.2% | Added |
| NBC Securities, Inc. | 1,374 | $77.4K | 0.01% | −35−2.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,392 | $78.4K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,392 | $78.4K | 0.01% | +360+34.9% | Added |
| Community Bank, N.A. | 1,396 | $78.6K | 0.01% | −655−31.9% | Reduced |
| Provenance Wealth Advisors, LLC | 1,399 | $78.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,409 | $79.4K | 0.00% | +813+136.4% | Added |
| Oakmont Corp | 1,413 | $79.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $80.6K | 0.04% | 00.0% | Unchanged |
| EFG International AG | 1,432 | $80.6K | 0.00% | +107+8.1% | Added |
| Anfield Capital Management, LLC | 1,451 | $81.7K | 0.02% | +1,446+28,920.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,458 | $82.1K | 0.03% | +3+0.2% | Added |
| CoreCap Advisors, LLC | 1,462 | $82.3K | 0.00% | +3+0.2% | Added |
| Duncker Streett & Co Inc | 1,484 | $83.6K | 0.02% | −391−20.9% | Reduced |
| Sawyer & Company, Inc | 1,500 | $84.5K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $84.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,583 | $89.1K | 0.01% | +47+3.1% | Added |
| Hilltop National Bank | 1,630 | $91.8K | 0.02% | −37−2.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,659 | $93.4K | 0.03% | +863+108.4% | Added |
| Exchange Traded Concepts, LLC | 1,699 | $95.7K | 0.00% | −493−22.5% | Reduced |
| Rossby Financial, LCC | 1,702 | $96.9K | 0.02% | +1,437+542.3% | Added |