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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 4,897 | $275.8K | 0.02% | +330+7.2% | Added |
| South State Corp. | 4,920 | $277.0K | 0.01% | −305−5.8% | Reduced |
| Sentinus, LLC | 4,932 | $277.7K | 0.03% | +4,932 | New |
| AlTi Global, Inc. | 4,958 | $279.2K | 0.01% | +4,958 | New |
| Arrow Financial Corp | 4,975 | $280.1K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,988 | $280.9K | 0.02% | +4,988 | New |
| Agf Management Ltd | 4,999 | $281.5K | 0.00% | −58−1.1% | Reduced |
| Canton Hathaway, LLC | 5,000 | $281.6K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,004 | $281.8K | 0.02% | −100−2.0% | Reduced |
| LGT Group Foundation | 5,010 | $282.1K | 0.00% | +10+0.2% | Added |
| Sterling Financial Planning, Inc. | 5,027 | $283.1K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,035 | $283.5K | 0.02% | −5,024−49.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,049 | $284.3K | 0.01% | +5,049 | New |
| Sky-Mountain Capital Management, Inc. | 5,059 | $284.9K | 0.20% | 00.0% | Unchanged |
| Ted Buchan & Co | 5,070 | $285.5K | 0.10% | 00.0% | Unchanged |
| Bailard, Inc. | 5,081 | $286.1K | 0.01% | −23−0.5% | Reduced |
| Covenant Asset Management, LLC | 5,100 | $287.2K | 0.06% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 5,148 | $289.9K | 0.20% | +5,148 | New |
| Groupama Asset Managment | 5,154 | $290.2K | 0.00% | +135+2.7% | Added |
| Dana Investment Advisors, Inc. | 5,156 | $290.3K | 0.01% | +5,156 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $291.0K | 0.20% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,186 | $292.0K | 0.02% | +867+20.1% | Added |
| GSB Wealth Management, LLC | 5,222 | $294.1K | 0.07% | +358+7.4% | Added |
| Panagora Asset Management Inc | 5,255 | $295.9K | 0.00% | −442,593−98.8% | Reduced |
| Spears Abacus Advisors LLC | 5,256 | $296.0K | 0.01% | +5,256 | New |
| HighPoint Advisor Group LLC | 5,256 | $296.0K | 0.01% | −27,998−84.2% | Reduced |
| Garden State Investment Advisory Services LLC | 5,253 | $296.4K | 0.07% | −495−8.6% | Reduced |
| Acropolis Investment Management, LLC | 5,271 | $296.8K | 0.01% | −148−2.7% | Reduced |
| Tyche Wealth Partners LLC | 5,273 | $296.9K | 0.05% | −101−1.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,276 | $297.1K | 0.01% | −49−0.9% | Reduced |
| Colonial Trust Co | 5,304 | $298.7K | 0.04% | +16+0.3% | Added |
| Penserra Capital Management LLC | 5,328 | $299.0K | 0.00% | +101+1.9% | Added |
| LMCG Investments, LLC | 5,321 | $299.6K | 0.02% | −5−0.1% | Reduced |
| TCTC Holdings, LLC | 5,325 | $299.9K | 0.01% | −1,175−18.1% | Reduced |
| Tennessee Valley Asset Management Partners | 5,325 | $299.9K | 0.04% | +16+0.3% | Added |
| Reuter James Wealth Management, LLC | 5,336 | $300.5K | 0.04% | −24−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,360 | $301.8K | 0.09% | −3,240−37.7% | Reduced |
| Texas Yale Capital Corp. | 5,368 | $302.3K | 0.01% | +525+10.8% | Added |
| Burke & Herbert Bank & Trust Co | 5,375 | $302.7K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,377 | $302.8K | 0.15% | −95−1.7% | Reduced |
| Brookstone Capital Management | 5,384 | $303.2K | 0.00% | −30,283−84.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,388 | $303.4K | 0.20% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,401 | $304.1K | 0.02% | −384−6.6% | Reduced |
| Twelve Points Wealth Management LLC | 5,421 | $305.3K | 0.07% | −20.0% | Reduced |
| Ancora Advisors, LLC | 5,428 | $305.7K | 0.01% | −268−4.7% | Reduced |
| HORAN Wealth, LLC | 5,771 | $305.7K | 0.03% | +200+3.6% | Added |
| Patton Fund Management, Inc. | 5,437 | $306.2K | 0.05% | +1,364+33.5% | Added |
| Leavell Investment Management, Inc. | 5,470 | $308.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,491 | $309.2K | 0.02% | +27+0.5% | Added |
| Wealthspire Advisors, LLC | 5,506 | $310.0K | 0.00% | −4,238−43.5% | Reduced |
| Ostrum Asset Management | 5,516 | $310.6K | 0.02% | −2,380−30.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,520 | $310.8K | 0.05% | +5,520 | New |
| GeoWealth Management, LLC | 5,540 | $312.0K | 0.01% | −3,503−38.7% | Reduced |
| Forbes J M & Co LLP | 5,553 | $312.7K | 0.03% | −500−8.3% | Reduced |
| Two Sigma Investments, LP | 5,558 | $313.0K | 0.00% | −1,613,441−99.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,560 | $313.1K | 0.08% | −95−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 5,562 | $313.2K | 0.03% | −238−4.1% | Reduced |
| CPA Asset Management LLC | 5,568 | $313.5K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,570 | $313.6K | 0.00% | −756−12.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,580 | $314.2K | 0.00% | +67+1.2% | Added |
| Caitong International Asset Management Co., Ltd | 5,588 | $314.7K | 0.06% | +5,568+27,840.0% | Added |
| Peoples Financial Services Corp. | 5,590 | $314.8K | 0.15% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $316.9K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,634 | $317.0K | 0.02% | +5,634 | New |
| Dynamic Advisor Solutions LLC | 5,643 | $317.8K | 0.01% | +228+4.2% | Added |
| Empower Advisory Group, LLC | 5,659 | $318.7K | 0.00% | +1,486+35.6% | Added |
| Advisors Capital Management, LLC | 5,661 | $318.8K | 0.00% | −1,994−26.0% | Reduced |
| Legacy Trust | 5,691 | $320.5K | 0.06% | +218+4.0% | Added |
| Eagle Wealth Advisors LLC | 5,692 | $320.5K | 0.30% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,284 | $320.7K | 0.02% | −3−0.1% | Reduced |
| Uhlmann Price Securities, LLC | 5,490 | $321.1K | 0.02% | +5,490 | New |
| Interchange Capital Partners, LLC | 5,066 | $321.2K | 0.10% | −83−1.6% | Reduced |
| Institute for Wealth Management, LLC. | 5,720 | $322.1K | 0.03% | −98−1.7% | Reduced |
| DeDora Capital, Inc. | 5,741 | $323.3K | 0.08% | +337+6.2% | Added |
| Guardian Wealth Advisors, LLC | 5,760 | $324.3K | 0.02% | −187−3.1% | Reduced |
| Equitable Trust Co | 5,824 | $327.9K | 0.02% | +444+8.3% | Added |
| Miller Investment Management, LP | 5,840 | $328.9K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,846 | $329.2K | 0.13% | +100+1.7% | Added |
| Keynote Financial Services LLC | 5,868 | $330.4K | 0.18% | −297−4.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,880 | $331.1K | 0.01% | +975+19.9% | Added |
| Bokf, NA | 5,885 | $331.4K | 0.01% | −1,355−18.7% | Reduced |
| GKV Capital Management Co., Inc. | 5,900 | $332.2K | 0.12% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,925 | $333.6K | 0.03% | +35+0.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,926 | $333.7K | 0.01% | +211+3.7% | Added |
| MEMBERS Trust Co | 5,931 | $334.0K | 0.01% | +118+2.0% | Added |
| Founders Financial Alliance, LLC | 5,933 | $334.1K | 0.06% | +5+0.1% | Added |
| Old National Bancorp | 5,945 | $334.8K | 0.01% | −346−5.5% | Reduced |
| Trust Point Inc. | 5,954 | $335.3K | 0.03% | +1,787+42.9% | Added |
| Western Wealth Management, LLC | 5,975 | $336.5K | 0.01% | +674+12.7% | Added |
| Integrated Advisors Network LLC | 5,997 | $337.7K | 0.02% | +5,997 | New |
| Systematic Financial Management LP | 6,000 | $337.9K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $337.9K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $337.9K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,013 | $339.0K | 0.11% | 00.0% | Unchanged |
| Anchyra Partners LLC | 6,022 | $339.1K | 0.10% | +407+7.2% | Added |
| Lighthouse Financial Services Inc | 5,245 | $339.1K | 0.08% | +605+13.0% | Added |
| Azimuth Capital Investment Management LLC | 6,028 | $339.4K | 0.01% | −100−1.6% | Reduced |
| Fractal Investments LLC | 6,030 | $339.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,041 | $340.2K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,047 | $340.5K | 0.13% | +62+1.0% | Added |