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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 3,812 | $214.7K | 0.03% | −1,194−23.9% | Reduced |
| Baker Boyer National Bank | 3,824 | $215.3K | 0.06% | −57−1.5% | Reduced |
| Hantz Financial Services, Inc. | 3,858 | $217.0K | 0.00% | +1,743+82.4% | Added |
| Chemung Canal Trust Co | 3,857 | $217.2K | 0.04% | −2,105−35.3% | Reduced |
| Peddock Capital Advisors, LLC | 3,880 | $218.5K | 0.05% | −1,076−21.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,886 | $218.8K | 0.01% | +3,886 | New |
| Alpine Woods Capital Investors, LLC | 3,888 | $218.9K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,906 | $219.9K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,932 | $221.4K | 0.01% | −1,335−25.3% | Reduced |
| Madison Wealth Partners, Inc | 3,951 | $222.5K | 0.04% | +162+4.3% | Added |
| Catalyst Financial Partners LLC | 3,989 | $224.6K | 0.03% | +3,989 | New |
| Westerkirk Capital Inc. | 3,992 | $224.8K | 0.02% | +3,992 | New |
| Cohen & Steers, Inc. | 4,000 | $225.0K | 0.00% | 00.0% | Unchanged |
| Vann Equity Management LLC | 3,998 | $225.1K | 0.16% | +3,998 | New |
| Shay Capital LLC | 4,000 | $225.2K | 0.03% | −5,000−55.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,009 | $225.7K | 0.00% | −14,655−78.5% | Reduced |
| Kovack Advisors, Inc. | 3,991 | $226.2K | 0.01% | −732−15.5% | Reduced |
| Howland Capital Management LLC | 4,020 | $226.4K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,023 | $226.5K | 0.03% | +10+0.2% | Added |
| SeaCrest Wealth Management, LLC | 4,055 | $228.3K | 0.02% | +4,055 | New |
| Kathmere Capital Management, LLC | 4,074 | $229.4K | 0.01% | +4,074 | New |
| JTC Employer Solutions Trusteee Ltd | 4,082 | $230.0K | 0.02% | +15+0.4% | Added |
| Code Waechter LLC | 4,107 | $231.3K | 0.14% | +124+3.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,135 | $232.8K | 0.04% | +45+1.1% | Added |
| Virtue Capital Management, LLC | 4,286 | $233.0K | 0.04% | −1,516−26.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,144 | $233.4K | 0.02% | −19−0.5% | Reduced |
| Cooper Financial Group | 4,147 | $233.5K | 0.02% | +76+1.9% | Added |
| MSH Capital Advisors LLC | 4,162 | $234.4K | 0.05% | +55+1.3% | Added |
| TigerOak Management, L.L.C. | 4,167 | $234.6K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,173 | $235.0K | 0.01% | −477−10.3% | Reduced |
| Wellington Shields Capital Management, LLC | 4,175 | $235.1K | 0.04% | −2,475−37.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,195 | $236.2K | 0.01% | +46+1.1% | Added |
| Napier Financial, LLC | 4,198 | $236.4K | 0.05% | +4,198 | New |
| Northwest Financial Advisors | 4,199 | $236.5K | 0.46% | +14+0.3% | Added |
| Ironwood Investment Counsel, LLC | 4,202 | $236.6K | 0.03% | +12+0.3% | Added |
| Pavion Blue Capital, LLC | 4,219 | $237.6K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,854 | $237.8K | 0.02% | −891−18.8% | Reduced |
| Grandfield & Dodd, LLC | 4,228 | $238.1K | 0.01% | −107−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,228 | $238.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,240 | $238.8K | 0.03% | +4,240 | New |
| Legacy Bridge, LLC | 4,243 | $238.9K | 0.09% | −88−2.0% | Reduced |
| Focus Financial Network, Inc. | 4,250 | $239.3K | 0.01% | −109−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,252 | $239.4K | 0.01% | −41,630−90.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,786 | $239.8K | 0.02% | +3,786 | New |
| Northeast Investment Management | 4,264 | $240.1K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 4,267 | $240.3K | 0.01% | −4,422−50.9% | Reduced |
| L2 Asset Management, LLC | 4,267 | $240.3K | 0.02% | +288+7.2% | Added |
| Capital Advantage, Inc. | 4,285 | $241.3K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,289 | $241.6K | 0.04% | −1,339−23.8% | Reduced |
| Sentry LLC | 4,310 | $242.7K | 0.08% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $242.9K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 4,322 | $243.4K | 0.05% | +46+1.1% | Added |
| Adviser Investments LLC | 4,328 | $243.7K | 0.00% | −83,639−95.1% | Reduced |
| Northwest Bancshares, Inc. | 4,341 | $244.4K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,356 | $245.3K | 0.01% | +4,356 | New |
| Warner Group LLC | 4,371 | $246.1K | 0.16% | −129−2.9% | Reduced |
| Mindset Wealth Management, LLC | 4,386 | $247.0K | 0.07% | −1,100−20.1% | Reduced |
| Paradigm Asset Management Co LLC | 4,400 | $247.8K | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,407 | $248.2K | 0.00% | −100−2.2% | Reduced |
| Mystic Asset Management, Inc. | 4,413 | $248.5K | 0.06% | −96−2.1% | Reduced |
| Tred Avon Family Wealth, LLC | 4,448 | $250.5K | 0.08% | −160−3.5% | Reduced |
| Premier Path Wealth Partners, LLC | 4,453 | $250.7K | 0.03% | +4,453 | New |
| Freedom Day Solutions, LLC | 4,468 | $251.6K | 0.07% | +65+1.5% | Added |
| Abel Hall, LLC | 4,468 | $251.6K | 0.05% | +323+7.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,502 | $253.5K | 0.03% | −165−3.5% | Reduced |
| 71 West Capital Partners | 4,506 | $253.7K | 0.01% | +4,506 | New |
| Cidel Asset Management Inc | 4,510 | $254.0K | 0.01% | +4,510 | New |
| Northstar Financial Companies, Inc. | 4,514 | $254.2K | 0.20% | −20.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,527 | $254.9K | 0.01% | −89−1.9% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 4,532 | $255.2K | 0.27% | +4,532 | New |
| Journey Advisory Group, LLC | 4,515 | $255.5K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,545 | $255.9K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,565 | $257.1K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 4,577 | $257.7K | 0.01% | −180−3.8% | Reduced |
| Stratos Wealth Advisors, LLC | 4,582 | $258.0K | 0.02% | −290−6.0% | Reduced |
| Boston Trust Walden Corp | 4,587 | $258.3K | 0.00% | −5,400−54.1% | Reduced |
| New England Capital Financial Advisors LLC | 4,595 | $258.8K | 0.07% | −169−3.5% | Reduced |
| Center For Asset Management LLC | 4,607 | $259.4K | 0.13% | −918−16.6% | Reduced |
| Meadowbrook Advisors Group, LLC | 4,614 | $259.8K | 0.15% | +78+1.7% | Added |
| Ponta Wealth Partners, LLC | 4,650 | $261.8K | 0.21% | +208+4.7% | Added |
| RFG Advisory, LLC | 4,670 | $262.9K | 0.00% | −4,067−46.5% | Reduced |
| World Equity Group, Inc. | 4,674 | $263.2K | 0.07% | +4,674 | New |
| Waldron Private Wealth LLC | 4,678 | $263.4K | 0.01% | +200+4.5% | Added |
| Fire Capital Management LLC | 4,692 | $264.2K | 0.12% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,694 | $264.4K | 0.03% | +19+0.4% | Added |
| Endowment Wealth Management, Inc. | 4,699 | $264.6K | 0.12% | +67+1.4% | Added |
| Holistic Financial Partners | 4,701 | $264.7K | 0.10% | +228+5.1% | Added |
| Groesbeck Investment Management Corp | 4,722 | $266.0K | 0.52% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,724 | $266.0K | 0.00% | +686+17.0% | Added |
| Donaldson Capital Management, LLC | 4,741 | $266.9K | 0.01% | −125−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 4,767 | $268.4K | 0.00% | −771−13.9% | Reduced |
| D'Orazio & Associates, Inc. | 4,790 | $269.7K | 0.03% | +168+3.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,801 | $270.4K | 0.11% | −44−0.9% | Reduced |
| McDonald Partners LLC | 4,814 | $271.1K | 0.06% | −565−10.5% | Reduced |
| Pines Wealth Management, LLC | 4,835 | $272.3K | 0.09% | +185+4.0% | Added |
| Knightsbridge Asset Management, LLC | 4,837 | $272.3K | 0.04% | +4,837 | New |
| KRS Capital Management, LLC | 4,866 | $274.1K | 0.17% | −452−8.5% | Reduced |
| Krilogy Financial LLC | 4,599 | $274.6K | 0.01% | −188−3.9% | Reduced |
| GM Advisory Group, Inc. | 4,878 | $274.7K | 0.01% | +29+0.6% | Added |
| PKS Advisory Services, LLC | 4,883 | $274.9K | 0.06% | −140−2.8% | Reduced |