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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 8,223 | $463.0K | 0.23% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,251 | $464.6K | 0.04% | +1,920+30.3% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $466.5K | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,300 | $467.4K | 0.01% | +617+8.0% | Added |
| Boyar Asset Management Inc. | 8,325 | $468.8K | 0.27% | +8,325 | New |
| Integrity Alliance, LLC. | 8,399 | $473.0K | 0.02% | −119−1.4% | Reduced |
| TCG Advisory Services, LLC | 8,402 | $473.1K | 0.01% | +1,893+29.1% | Added |
| Nautilus Advisors LLC | 8,430 | $474.7K | 0.33% | +1,191+16.5% | Added |
| NorthRock Partners, LLC | 8,430 | $474.7K | 0.01% | +318+3.9% | Added |
| Mission Wealth Management, LP | 8,465 | $476.7K | 0.01% | +440+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 8,467 | $476.8K | 0.02% | +66+0.8% | Added |
| EverSource Wealth Advisors, LLC | 8,471 | $476.9K | 0.01% | +2,157+34.2% | Added |
| LMR Partners LLP | 8,491 | $478.1K | 0.00% | +8,491 | New |
| MJP Associates Inc | 8,514 | $479.4K | 0.06% | −6,840−44.5% | Reduced |
| River Wealth Advisors LLC | 8,518 | $479.7K | 0.06% | −439−4.9% | Reduced |
| Nia Impact Advisors, LLC | 8,525 | $480.0K | 0.21% | −17,292−67.0% | Reduced |
| Sky Investment Group LLC | 8,554 | $481.7K | 0.08% | −286−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 8,562 | $482.1K | 0.03% | +1,329+18.4% | Added |
| Drexel Morgan & Co. | 8,578 | $483.0K | 0.07% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,583 | $483.3K | 0.13% | +14+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,659 | $485.1K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 8,640 | $486.5K | 0.03% | +8,640 | New |
| Phoenix Holdings Ltd. | 8,655 | $494.6K | 0.00% | +1,479+20.6% | Added |
| Evolve Private Wealth, LLC | 8,803 | $495.7K | 0.03% | +2,397+37.4% | Added |
| Carret Asset Management, LLC | 8,857 | $498.7K | 0.05% | −250−2.7% | Reduced |
| Erste Asset Management GmbH | 9,177 | $498.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,872 | $499.6K | 0.04% | −205−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,268 | $501.4K | 0.01% | +624+8.2% | Added |
| Broderick Brian C | 8,930 | $502.8K | 0.09% | −2,712−23.3% | Reduced |
| 1st Source Bank | 8,974 | $505.3K | 0.03% | −275−3.0% | Reduced |
| Arkadios Wealth Advisors | 8,975 | $505.4K | 0.01% | +1,435+19.0% | Added |
| CAPROCK Group, Inc. | 8,981 | $505.7K | 0.01% | +8,981 | New |
| SRS Capital Advisors, Inc. | 9,030 | $509.1K | 0.01% | +215+2.4% | Added |
| Harbour Investments, Inc. | 9,106 | $512.8K | 0.01% | +3,781+71.0% | Added |
| Fidelis Capital Partners, LLC | 9,125 | $513.8K | 0.04% | +194+2.2% | Added |
| LVW Advisors, LLC | 9,196 | $517.8K | 0.05% | +2,365+34.6% | Added |
| Burns J W & Co Inc | 9,302 | $523.8K | 0.06% | −140−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,362 | $527.2K | 0.01% | −32,462−77.6% | Reduced |
| Tandem Financial, LLC | 9,386 | $528.5K | 0.18% | −2,867−23.4% | Reduced |
| First Citizens Bank & Trust Co | 9,433 | $531.2K | 0.01% | −50−0.5% | Reduced |
| Wealth Alliance | 9,469 | $533.2K | 0.05% | +9,469 | New |
| IHT Wealth Management, LLC | 9,536 | $537.0K | 0.01% | +169+1.8% | Added |
| Oxford Financial Group Ltd | 9,564 | $538.5K | 0.03% | +9,564 | New |
| Simmons Bank | 9,567 | $538.7K | 0.04% | −450−4.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,575 | $539.2K | 0.04% | −556−5.5% | Reduced |
| Wealthcare Advisory Partners LLC | 9,577 | $539.3K | 0.01% | +1,790+23.0% | Added |
| Ledyard National Bank | 9,591 | $540.1K | 0.05% | −465−4.6% | Reduced |
| Sage Investment Advisers LLC | 9,500 | $540.5K | 0.40% | −800−7.8% | Reduced |
| Catalytic Wealth RIA, LLC | 9,606 | $540.9K | 0.02% | −3,599−27.3% | Reduced |
| Resources Management Corp | 9,633 | $542.0K | 0.07% | −13−0.1% | Reduced |
| First Bank & Trust | 9,680 | $545.1K | 0.09% | +3,372+53.5% | Added |
| Investment Advisory Services Inc | 9,737 | $548.3K | 0.17% | −553−5.4% | Reduced |
| Busey Wealth Management | 9,790 | $551.3K | 0.01% | −167−1.7% | Reduced |
| Rialto Wealth Management, LLC | 9,869 | $555.7K | 0.12% | +36+0.4% | Added |
| Gateway Wealth Partners, LLC | 9,892 | $557.1K | 0.02% | +9,892 | New |
| Syon Capital LLC | 9,898 | $557.3K | 0.03% | +1,406+16.6% | Added |
| Boyd Watterson Asset Management LLC | 9,909 | $557.9K | 0.17% | −1,205−10.8% | Reduced |
| Independent Advisor Alliance | 9,946 | $560.0K | 0.01% | +645+6.9% | Added |
| Sagespring Wealth Partners, LLC | 10,022 | $564.4K | 0.01% | +601+6.4% | Added |
| Leonteq Securities AG | 10,071 | $567.1K | 0.03% | −4,734−32.0% | Reduced |
| Avestar Capital, LLC | 10,090 | $568.2K | 0.04% | −321−3.1% | Reduced |
| Apella Capital, LLC | 9,279 | $569.0K | 0.01% | +2,517+37.2% | Added |
| Smartleaf Asset Management LLC | 10,473 | $569.4K | 0.02% | +1,498+16.7% | Added |
| City Holding Co | 10,125 | $570.1K | 0.07% | −721−6.6% | Reduced |
| Abacus Wealth Partners, LLC | 10,182 | $573.3K | 0.05% | −299−2.9% | Reduced |
| Mather Group, LLC. | 10,190 | $573.8K | 0.01% | −266−2.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,192 | $573.9K | 0.01% | +1,095+12.0% | Added |
| Rothschild Investment LLC | 10,244 | $576.8K | 0.03% | +3,389+49.4% | Added |
| Private Wealth Asset Management, LLC | 10,264 | $578.0K | 0.06% | −50.0% | Reduced |
| AlphaCore Capital LLC | 10,275 | $578.6K | 0.01% | −4,373−29.9% | Reduced |
| Sawgrass Asset Management LLC | 10,280 | $578.9K | 0.09% | −1,083−9.5% | Reduced |
| Bull Street Advisors, LLC | 10,301 | $580.0K | 0.29% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,311 | $580.6K | 0.04% | −19,114−65.0% | Reduced |
| Level Four Advisory Services, LLC | 10,355 | $583.1K | 0.02% | −257−2.4% | Reduced |
| Tower Bridge Advisors | 10,359 | $583.3K | 0.06% | −1,175−10.2% | Reduced |
| Beck Mack & Oliver LLC | 10,394 | $585.3K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10,441 | $587.9K | 0.09% | +306+3.0% | Added |
| Ossiam | 10,547 | $593.9K | 0.01% | +9,475+883.9% | Added |
| Resonant Capital Advisors, LLC | 10,576 | $595.5K | 0.03% | +523+5.2% | Added |
| SHP Wealth Management | 10,654 | $599.9K | 0.05% | +6+0.1% | Added |
| Mutual Advisors, LLC | 10,704 | $602.8K | 0.01% | −19,520−64.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,720 | $603.6K | 0.00% | +20.0% | Added |
| Milestone Asset Management Group, LLC | 10,782 | $607.1K | 0.35% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 10,896 | $613.6K | 0.12% | −96−0.9% | Reduced |
| Flow Traders U.S. LLC | 10,941 | $616.0K | 0.02% | +10,941 | New |
| Baldwin Investment Management, LLC | 10,940 | $616.0K | 0.07% | −100−0.9% | Reduced |
| One Wealth Advisors, LLC | 10,999 | $619.4K | 0.08% | +2,128+24.0% | Added |
| Hartford Financial Management Inc. | 11,050 | $622.2K | 0.16% | −19−0.2% | Reduced |
| Plato Investment Management Ltd | 11,159 | $628.7K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,179 | $629.5K | 0.02% | −1,605−12.6% | Reduced |
| Columbia Asset Management | 11,226 | $632.1K | 0.12% | 00.0% | Unchanged |
| Dover Advisors, LLC | 11,256 | $633.8K | 0.26% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,333 | $638.2K | 0.06% | +3,945+53.4% | Added |
| Fifth Third Wealth Advisors LLC | 11,340 | $638.6K | 0.02% | +2,296+25.4% | Added |
| Central Pacific Bank - Trust Division | 11,345 | $638.8K | 0.08% | +4,275+60.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,362 | $639.8K | 0.00% | +1,967+20.9% | Added |
| Core Wealth Partners LLC | 11,452 | $644.8K | 0.30% | +9+0.1% | Added |
| Scotia Capital Inc. | 11,454 | $645.0K | 0.00% | −865−7.0% | Reduced |
| Allred Capital Management, LLC | 11,506 | $647.9K | 0.24% | +50.0% | Added |
| Tower View Investment Management & Research LLC | 11,520 | $648.7K | 0.33% | −33,209−74.2% | Reduced |