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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 6,051 | $340.7K | 0.02% | +151+2.6% | Added |
| Riggs Asset Managment Co. Inc. | 6,094 | $343.2K | 0.07% | −1,805−22.9% | Reduced |
| LCM Capital Management Inc | 6,094 | $343.2K | 0.17% | 00.0% | Unchanged |
| SCS Capital Management LLC | 6,105 | $343.8K | 0.00% | +5+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 6,130 | $345.2K | 0.06% | −200−3.2% | Reduced |
| Stonebridge Capital Advisors LLC | 6,155 | $346.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,158 | $346.7K | 0.02% | +51+0.8% | Added |
| Calamos Wealth Management LLC | 6,161 | $346.9K | 0.01% | +6,161 | New |
| CTC Alternative Strategies, Ltd. | 6,200 | $349.1K | 0.79% | +6,200 | New |
| Haverford Trust Co | 6,225 | $350.5K | 0.00% | −531−7.9% | Reduced |
| Frec Markets, Inc. | 6,228 | $350.7K | 0.06% | +6,228 | New |
| NTV Asset Management LLC | 6,245 | $351.7K | 0.04% | −455−6.8% | Reduced |
| Marco Investment Management LLC | 6,256 | $352.3K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,262 | $352.6K | 0.04% | −348−5.3% | Reduced |
| Foster & Motley Inc | 6,264 | $353.0K | 0.02% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 6,279 | $353.6K | 0.19% | −500−7.4% | Reduced |
| Midwest Trust Co | 6,282 | $353.7K | 0.00% | −94−1.5% | Reduced |
| Berkshire Asset Management LLC | 6,298 | $354.6K | 0.02% | −30.0% | Reduced |
| Triangle Securities Wealth Management | 6,313 | $355.5K | 0.08% | −195−3.0% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,349 | $357.5K | 0.24% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,349 | $357.5K | 0.01% | +6,349 | New |
| Basepoint Wealth LLC | 6,451 | $363.2K | 0.21% | +60+0.9% | Added |
| Flagship Harbor Advisors, LLC | 6,458 | $363.7K | 0.02% | +672+11.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,468 | $364.2K | 0.02% | +460+7.7% | Added |
| Spire Wealth Management | 6,472 | $364.4K | 0.01% | +618+10.6% | Added |
| Signature Estate & Investment Advisors LLC | 6,518 | $367.0K | 0.01% | −1,588−19.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $367.4K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 6,525 | $367.4K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,531 | $367.8K | 0.01% | −472−6.7% | Reduced |
| Meridian Wealth Management, LLC | 6,542 | $368.4K | 0.01% | +30.0% | Added |
| Southeast Asset Advisors Inc. | 6,560 | $369.4K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 6,583 | $370.7K | 0.23% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 6,599 | $371.6K | 0.06% | +94+1.4% | Added |
| Oslo Pensjonsforsikring AS | 6,610 | $372.2K | 0.06% | +6,610 | New |
| Pure Financial Advisors, Inc. | 6,615 | $372.5K | 0.01% | +1,655+33.4% | Added |
| Journey Strategic Wealth LLC | 6,631 | $373.4K | 0.01% | +6,631 | New |
| Aull & Monroe Investment Management Corp | 6,643 | $374.1K | 0.17% | +610+10.1% | Added |
| Invesco, LLC | 6,655 | $374.7K | 0.13% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,658 | $374.9K | 0.02% | +6,658 | New |
| Argent Capital Management LLC | 6,660 | $375.0K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $375.3K | 0.19% | 00.0% | Unchanged |
| Farmers National Bank | 6,700 | $377.3K | 0.08% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,705 | $377.6K | 0.01% | +69+1.0% | Added |
| Bell Investment Advisors, Inc | 6,735 | $379.2K | 0.06% | −60−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,778 | $381.7K | 0.02% | −974−12.6% | Reduced |
| Change Path, LLC | 6,786 | $382.1K | 0.01% | −20,618−75.2% | Reduced |
| Founders Financial Securities LLC | 6,240 | $383.5K | 0.02% | −281−4.3% | Reduced |
| Ascent Group, LLC | 6,883 | $387.6K | 0.01% | −1,180−14.6% | Reduced |
| Baader Bank INC | 6,891 | $388.0K | 0.04% | +6,891 | New |
| Mengis Capital Management, Inc. | 6,901 | $388.6K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,924 | $389.9K | 0.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,933 | $390.0K | 0.03% | +50+0.7% | Added |
| Franklin Street Advisors Inc | 6,953 | $391.5K | 0.02% | −94−1.3% | Reduced |
| Spirepoint Private Client, LLC | 7,012 | $394.8K | 0.04% | +330+4.9% | Added |
| Investment Management Trust, LLC | 7,018 | $395.2K | 0.39% | +7,018 | New |
| Intact Investment Management Inc. | 7,100 | $399.8K | 0.01% | −1,400−16.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 7,113 | $400.5K | 0.23% | +7,113 | New |
| Taproot Management LP | 7,116 | $400.7K | 0.08% | +7,116 | New |
| Moody National Bank Trust Division | 7,140 | $402.1K | 0.04% | +104+1.5% | Added |
| JM2 Capital Inc. | 7,163 | $403.3K | 0.33% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,242 | $407.8K | 0.02% | +198+2.8% | Added |
| Ameritas Investment Partners, Inc. | 7,248 | $408.1K | 0.01% | +162+2.3% | Added |
| Fruth Investment Management | 7,281 | $409.0K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,274 | $409.7K | 0.01% | +1,240+20.6% | Added |
| Exencial Wealth Advisors, LLC | 7,277 | $409.7K | 0.01% | +213+3.0% | Added |
| Fortune Financial Advisors, LLC | 7,308 | $411.5K | 0.21% | +6+0.1% | Added |
| Montecito Bank & Trust | 7,322 | $412.3K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,379 | $415.5K | 0.29% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,383 | $415.7K | 0.01% | +1,929+35.4% | Added |
| Profund Advisors LLC | 7,387 | $416.0K | 0.02% | +240+3.4% | Added |
| Fishman Jay A Ltd | 7,400 | $416.7K | 0.04% | −500−6.3% | Reduced |
| International Assets Investment Management, LLC | 7,334 | $417.3K | 0.03% | −1,451−16.5% | Reduced |
| Rodgers Brothers Inc. | 7,411 | $417.3K | 0.05% | +20.0% | Added |
| Prospera Financial Services Inc | 7,414 | $417.8K | 0.01% | −1,201−13.9% | Reduced |
| Fortress Private Ledger, LLC | 7,445 | $419.2K | 0.13% | +931+14.3% | Added |
| Cigna Investments Inc | 7,449 | $420.0K | 0.07% | −131−1.7% | Reduced |
| King Luther Capital Management Corp | 7,467 | $420.5K | 0.00% | −5,444−42.2% | Reduced |
| Orographic Financial Advisors, LLC | 7,492 | $421.0K | 0.30% | +7,492 | New |
| Rockland Trust Co | 7,531 | $424.1K | 0.02% | −588−7.2% | Reduced |
| Shelton Capital Management | 7,576 | $426.6K | 0.01% | +200+2.7% | Added |
| Strategic Planning, Inc. | 7,578 | $426.7K | 0.21% | +28+0.4% | Added |
| Atwood & Palmer Inc | 7,607 | $428.4K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 7,684 | $432.7K | 0.02% | +52+0.7% | Added |
| First Western Trust Bank | 7,688 | $432.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,690 | $433.0K | 0.04% | −245−3.1% | Reduced |
| KCM Investment Advisors LLC | 7,712 | $434.3K | 0.01% | −248−3.1% | Reduced |
| Buckingham Strategic Partners | 7,726 | $435.0K | 0.00% | +7,726 | New |
| Guggenheim Capital LLC | 7,752 | $436.5K | 0.00% | −2,316−23.0% | Reduced |
| We Are One Seven, LLC | 7,773 | $437.7K | 0.01% | +2,332+42.9% | Added |
| Webster Bank, N. A. | 7,781 | $438.1K | 0.04% | +850+12.3% | Added |
| Financial Perspectives, Inc | 7,828 | $440.8K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,888 | $444.2K | 0.01% | −2,281−22.4% | Reduced |
| Prudent Man Advisors, LLC | 7,905 | $445.1K | 0.13% | +2,614+49.4% | Added |
| FSM Wealth Advisors, LLC | 7,920 | $446.0K | 0.06% | +790+11.1% | Added |
| New England Research & Management, Inc. | 7,925 | $446.3K | 0.19% | −350−4.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,993 | $450.1K | 0.02% | −100−1.2% | Reduced |
| CFO4Life Group, LLC | 8,044 | $453.0K | 0.07% | +7+0.1% | Added |
| Great Valley Advisor Group, Inc. | 8,183 | $460.7K | 0.01% | +838+11.4% | Added |
| Zions Bancorporation, National Association | 8,213 | $462.5K | 0.03% | +1,840+28.9% | Added |
| First National Bank of Omaha | 8,508 | $462.5K | 0.01% | 00.0% | Unchanged |