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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management LLP | 1,775 | $100.0K | 0.00% | −35,650−95.3% | Reduced |
| Grove Bank & Trust | 1,788 | $100.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,790 | $100.8K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,823 | $102.7K | 0.04% | +1,823 | New |
| Creative Capital Management Investments LLC | 1,846 | $103.9K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 1,850 | $104.2K | 0.00% | −1,965−51.5% | Reduced |
| Bangor Savings Bank | 1,891 | $106.5K | 0.01% | −75−3.8% | Reduced |
| Citizens National Bank Trust Department | 1,900 | $107.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,960 | $110.4K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 1,962 | $110.5K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,000 | $112.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $112.6K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,012 | $113.0K | 0.00% | +7+0.3% | Added |
| Synergy Investment Management, LLC | 2,025 | $114.0K | 0.04% | +2,025 | New |
| Gables Capital Management Inc. | 2,050 | $115.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $115.4K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,090 | $117.7K | 0.01% | −150−6.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,120 | $119.3K | 0.01% | +34+1.6% | Added |
| Capital Advisors, Ltd. LLC | 2,134 | $120.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,147 | $121.0K | 0.01% | −150−6.5% | Reduced |
| Richardson Capital Management LLC | 2,154 | $121.3K | 0.06% | +8+0.4% | Added |
| Ulland Investment Advisors, LLC | 2,169 | $122.0K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 2,175 | $123.7K | 0.08% | −235−9.8% | Reduced |
| Parvin Asset Management, LLC | 2,225 | $125.3K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,252 | $126.8K | 0.01% | −16−0.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $129.7K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,323 | $130.8K | 0.00% | +2,323 | New |
| First Command Advisory Services, Inc. | 2,340 | $131.8K | 0.00% | +259+12.4% | Added |
| Quent Capital, LLC | 2,358 | $132.8K | 0.01% | −1,021−30.2% | Reduced |
| Financial Consulate, Inc | 2,402 | $135.3K | 0.02% | −547−18.5% | Reduced |
| CVA Family Office, LLC | 2,478 | $139.5K | 0.01% | +257+11.6% | Added |
| Generali Investments, Management Co LLC | 2,481 | $139.7K | 0.03% | +712+40.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,483 | $139.8K | 0.03% | −300−10.8% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $142.1K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,577 | $145.1K | 0.02% | +15+0.6% | Added |
| Sterling Capital Management LLC | 2,580 | $145.3K | 0.00% | +1,100+74.3% | Added |
| Cromwell Holdings LLC | 2,581 | $145.3K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,590 | $145.8K | 0.01% | −2,935−53.1% | Reduced |
| Key Financial Inc | 2,607 | $146.8K | 0.03% | +31+1.2% | Added |
| Financial Life Planners | 2,696 | $151.8K | 0.12% | +2,696 | New |
| Atlas Capital Advisors LLC | 2,728 | $153.6K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,825 | $159.1K | 0.05% | −73−2.5% | Reduced |
| Manchester Capital Management LLC | 2,909 | $163.8K | 0.02% | −236−7.5% | Reduced |
| First Financial Corp | 2,912 | $164.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,915 | $164.0K | 0.04% | −100−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,922 | $164.5K | 0.07% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,948 | $166.0K | 0.01% | +1,166+65.4% | Added |
| Adirondack Trust Co | 2,953 | $166.3K | 0.06% | +35+1.2% | Added |
| Sittner & Nelson, LLC | 2,989 | $168.3K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,223 | $181.5K | 0.02% | +2,212+218.8% | Added |
| Trust Co | 3,250 | $183.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,260 | $183.6K | 0.02% | −500−13.3% | Reduced |
| Federated Hermes, Inc. | 3,294 | $185.5K | 0.00% | −83−2.5% | Reduced |
| Addison Advisors LLC | 3,299 | $185.8K | 0.04% | −5−0.2% | Reduced |
| TFC Financial Management | 3,335 | $187.8K | 0.02% | −38−1.1% | Reduced |
| Smithfield Trust Co | 3,325 | $188.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3,384 | $190.6K | 0.04% | +9+0.3% | Added |
| BKM Wealth Management, LLC | 3,433 | $193.3K | 0.07% | +3,433 | New |
| Harbor Investment Advisory, LLC | 3,450 | $194.3K | 0.02% | −147−4.1% | Reduced |
| Independence Bank of Kentucky | 3,481 | $196.0K | 0.02% | −359−9.3% | Reduced |
| Cornerstone National Bank & Trust Co | 3,475 | $197.7K | 0.07% | −1,285−27.0% | Reduced |
| Larson Financial Group LLC | 3,517 | $198.1K | 0.01% | +369+11.7% | Added |
| Ares Financial Consulting, LLC | 3,490 | $198.6K | 0.16% | +160+4.8% | Added |
| Broadwater Capital Management LLC | 3,769 | $199.2K | 0.15% | 00.0% | Unchanged |
| Plan A Wealth LLC | 3,552 | $200.0K | 0.10% | +3,552 | New |
| MV Capital Management, Inc. | 3,555 | $200.2K | 0.02% | +1,398+64.8% | Added |
| Colonial Trust Advisors | 3,563 | $200.6K | 0.02% | −797−18.3% | Reduced |
| Howe & Rusling Inc | 3,567 | $200.9K | 0.01% | +3,567 | New |
| Charter Oak Capital Management, LLC | 3,573 | $201.2K | 0.02% | +3,573 | New |
| Advyzon Investment Management, LLC | 3,576 | $201.4K | 0.02% | +3,576 | New |
| Montis Financial, LLC | 3,580 | $201.6K | 0.04% | −615−14.7% | Reduced |
| Commerzbank Aktiengesellschaft | 3,588 | $202.0K | 0.00% | −349−8.9% | Reduced |
| Capital Investment Counsel, Inc | 3,600 | $202.7K | 0.02% | +3,600 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $202.7K | 0.02% | +3,600 | New |
| Greenwich Wealth Management LLC | 3,603 | $203.0K | 0.01% | +3,603 | New |
| Keebeck Wealth Management, LLC | 3,606 | $203.1K | 0.02% | +3,606 | New |
| Anchor Investment Management, LLC | 3,617 | $203.7K | 0.02% | −367−9.2% | Reduced |
| Plancorp, LLC | 3,220 | $204.0K | 0.01% | +3,220 | New |
| First Affirmative Financial Network | 3,626 | $204.2K | 0.08% | +3,626 | New |
| Los Angeles Capital Management LLC | 3,638 | $204.9K | 0.00% | −3,190−46.7% | Reduced |
| Heritage Wealth Management, Inc. | 3,646 | $205.3K | 0.10% | +3,646 | New |
| Asset Dedication, LLC | 3,651 | $205.6K | 0.01% | −561−13.3% | Reduced |
| Conning Inc. | 3,668 | $206.5K | 0.01% | −709−16.2% | Reduced |
| Banque de Luxembourg S.A. | 3,670 | $206.7K | 0.11% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,675 | $206.9K | 0.02% | +3,675 | New |
| Opal Wealth Advisors, LLC | 3,677 | $207.0K | 0.05% | +3,677 | New |
| Tannin Capital LLC | 3,678 | $207.1K | 0.15% | −288−7.3% | Reduced |
| PDS Planning, Inc | 3,678 | $207.1K | 0.01% | +3,678 | New |
| Michael Brady & Co., LLC | 3,685 | $207.5K | 0.21% | +3,685 | New |
| First Foundation Advisors | 3,686 | $207.6K | 0.01% | +3,686 | New |
| Massmutual Trust Co FSB | 3,705 | $208.6K | 0.01% | −436−10.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $209.8K | 0.09% | 0 | New |
| Strategic Investment Advisors | 3,732 | $210.1K | 0.01% | +3,732 | New |
| Radnor Capital Management, LLC | 3,732 | $210.1K | 0.03% | −460−11.0% | Reduced |
| Aries Wealth Management | 3,760 | $211.7K | 0.05% | +3,760 | New |
| 44 Wealth Management LLC | 3,766 | $212.1K | 0.07% | −78−2.0% | Reduced |
| BSW Wealth Partners | 3,775 | $212.6K | 0.03% | −347−8.4% | Reduced |
| Todd Asset Management LLC | 3,785 | $213.1K | 0.00% | +3,785 | New |
| Sovereign Financial Group, Inc. | 3,799 | $213.9K | 0.04% | −134−3.4% | Reduced |
| Griffin Asset Management, Inc. | 3,800 | $214.0K | 0.02% | +3,800 | New |