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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 9,725 | $649.9K | 0.06% | −35−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,607 | $653.6K | 0.03% | −335−2.8% | Reduced |
| Grimes & Company, Inc. | 11,663 | $656.8K | 0.02% | −37−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,669 | $657.1K | 0.00% | −4,518−27.9% | Reduced |
| Balyasny Asset Management LLC | 11,727 | $660.3K | 0.00% | −6,943−37.2% | Reduced |
| Bragg Financial Advisors, Inc | 11,815 | $665.3K | 0.02% | −398−3.3% | Reduced |
| Chicago Capital, LLC | 11,828 | $666.0K | 0.02% | −1,350−10.2% | Reduced |
| Arwa LLC | 10,856 | $667.2K | 0.33% | +10,856 | New |
| Private Trust Co NA | 11,868 | $668.3K | 0.06% | +208+1.8% | Added |
| Ingalls & Snyder LLC | 11,878 | $669.0K | 0.02% | +145+1.2% | Added |
| Naples Global Advisors, LLC | 11,951 | $673.0K | 0.05% | +1,181+11.0% | Added |
| Rehmann Capital Advisory Group | 11,965 | $673.7K | 0.04% | +390+3.4% | Added |
| Meridian Management Co | 12,000 | $675.7K | 0.17% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 12,010 | $676.3K | 0.18% | +12,010 | New |
| Kidder Stephen W | 12,030 | $677.4K | 0.20% | −16,065−57.2% | Reduced |
| Compass Wealth Management LLC | 12,046 | $678.3K | 0.17% | −500−4.0% | Reduced |
| Washington Trust Co | 12,047 | $678.4K | 0.02% | +1,152+10.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,124 | $682.6K | 0.04% | +5,877+94.1% | Added |
| Riverwater Partners LLC | 12,229 | $688.6K | 0.23% | +44+0.4% | Added |
| Aptus Capital Advisors, LLC | 12,278 | $691.4K | 0.01% | −1,504−10.9% | Reduced |
| Advisors Asset Management, Inc. | 12,280 | $691.5K | 0.01% | +2,991+32.2% | Added |
| Savvy Advisors, Inc. | 12,427 | $699.8K | 0.02% | +3,985+47.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,443 | $700.6K | 0.00% | −10,258−45.2% | Reduced |
| ELCO Management Co., LLC | 12,514 | $704.7K | 0.34% | −416−3.2% | Reduced |
| Benedict Financial Advisors Inc | 12,558 | $707.2K | 0.15% | −10−0.1% | Reduced |
| VestGen Advisors, LLC | 10,805 | $708.3K | 0.02% | +2,172+25.2% | Added |
| Dempze Nancy E | 12,584 | $708.6K | 0.39% | −2,774−18.1% | Reduced |
| Excalibur Management Corp | 12,586 | $708.7K | 0.25% | −50−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 12,600 | $709.5K | 0.02% | −53−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 12,603 | $709.7K | 0.03% | +2,569+25.6% | Added |
| Cary Street Partners Financial LLC | 12,608 | $710.0K | 0.02% | +80+0.6% | Added |
| Means Investment Co., Inc. | 12,610 | $710.1K | 0.06% | +20.0% | Added |
| Charter Trust Co | 12,651 | $712.4K | 0.04% | −265−2.1% | Reduced |
| Rexford Capital Inc | 12,676 | $713.8K | 0.51% | +203+1.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,705 | $715.4K | 0.01% | −3,217−20.2% | Reduced |
| Medallion Wealth Advisors, LLC | 12,783 | $719.8K | 0.24% | −54−0.4% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $720.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,837 | $722.9K | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 12,837 | $722.9K | 0.05% | −8,640−40.2% | Reduced |
| AE Wealth Management LLC | 12,855 | $723.9K | 0.00% | +2,869+28.7% | Added |
| Umb Bank N A | 12,871 | $724.8K | 0.01% | −519−3.9% | Reduced |
| Waterford Advisors, LLC | 13,381 | $727.4K | 0.23% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 12,937 | $728.5K | 0.20% | −1,940−13.0% | Reduced |
| Rossmore Private Capital | 12,944 | $728.9K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 13,000 | $732.0K | 0.11% | 00.0% | Unchanged |
| TCW Group Inc | 13,007 | $732.4K | 0.01% | +629+5.1% | Added |
| Malaga Cove Capital, LLC | 13,009 | $732.5K | 0.26% | +4,955+61.5% | Added |
| Lakewood Asset Management LLC | 13,090 | $737.1K | 0.47% | +50.0% | Added |
| N.E.W. Advisory Services LLC | 13,108 | $738.1K | 0.06% | +101+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 13,172 | $741.7K | 0.01% | +1,095+9.1% | Added |
| Texas Bank & Trust Co | 13,176 | $741.9K | 0.28% | +175+1.3% | Added |
| Flputnam Investment Management Co | 13,195 | $743.0K | 0.01% | −45−0.3% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $743.9K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,344 | $751.4K | 0.02% | −4,982−27.2% | Reduced |
| Coldstream Capital Management Inc | 13,347 | $751.6K | 0.01% | +2,379+21.7% | Added |
| Lazard Freres Gestion S.A.S. | 13,365 | $752.0K | 0.01% | −600−4.3% | Reduced |
| Manning & Napier Advisors LLC | 13,492 | $759.7K | 0.01% | +8,546+172.8% | Added |
| Caldwell Trust Co | 13,497 | $760.0K | 0.07% | −75−0.6% | Reduced |
| Montag A & Associates Inc | 13,578 | $764.6K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,618 | $766.9K | 0.51% | +500+3.8% | Added |
| Trueblood Wealth Management, LLC | 13,972 | $786.8K | 0.31% | −509−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,044 | $790.8K | 0.01% | +346+2.5% | Added |
| CX Institutional | 14,046 | $791.0K | 0.02% | +1,289+10.1% | Added |
| Curated Wealth Partners LLC | 14,075 | $792.6K | 0.10% | +497+3.7% | Added |
| Virtu Financial LLC | 14,077 | $793.0K | 0.03% | −16,944−54.6% | Reduced |
| Everett Harris & Co | 14,138 | $796.1K | 0.01% | +986+7.5% | Added |
| Pring Turner Capital Group Inc | 15,150 | $800.5K | 0.48% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,259 | $802.9K | 0.16% | +5,847+69.5% | Added |
| Hartline Investment Corp | 14,274 | $803.8K | 0.09% | −25−0.2% | Reduced |
| Ar Asset Management Inc | 14,300 | $805.0K | 0.16% | 00.0% | Unchanged |
| Lipe & Dalton | 14,295 | $805.0K | 0.42% | +20.0% | Added |
| Pensionmark Financial Group, LLC | 14,318 | $806.2K | 0.01% | −241−1.7% | Reduced |
| Soltis Investment Advisors LLC | 14,377 | $809.6K | 0.05% | +1,522+11.8% | Added |
| Wendell David Associates Inc | 14,420 | $812.0K | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 14,426 | $812.3K | 0.01% | +408+2.9% | Added |
| Werlinich Asset Management, LLC | 14,698 | $827.6K | 0.40% | +2,000+15.8% | Added |
| Vestcor Inc | 14,728 | $829.0K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 14,725 | $829.1K | 0.02% | +698+5.0% | Added |
| Kraematon Investment Advisors, Inc | 14,732 | $829.6K | 0.68% | −1,019−6.5% | Reduced |
| Westhampton Capital, LLC | 14,817 | $834.3K | 0.39% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 14,867 | $837.2K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 14,930 | $840.7K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,338 | $843.0K | 0.01% | +9,859+179.9% | Added |
| Kingsview Wealth Management, LLC | 15,103 | $850.4K | 0.01% | +795+5.6% | Added |
| Trust Co of Toledo NA | 15,156 | $853.4K | 0.08% | −177−1.2% | Reduced |
| Parallel Advisors, LLC | 15,363 | $865.1K | 0.02% | +763+5.2% | Added |
| Stratos Wealth Partners, LTD. | 15,549 | $875.6K | 0.01% | −1,097−6.6% | Reduced |
| Evergreen Capital Management LLC | 15,560 | $876.2K | 0.02% | +2,199+16.5% | Added |
| Romano Brothers and Company | 15,607 | $878.8K | 0.10% | −225−1.4% | Reduced |
| J. Safra Sarasin Holding AG | 15,618 | $879.5K | 0.01% | +1,035+7.1% | Added |
| Eastern Bank | 15,641 | $880.7K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 15,934 | $897.3K | 0.02% | +13+0.1% | Added |
| Tema ETFs LLC | 15,972 | $899.4K | 0.06% | +77+0.5% | Added |
| Chicago Trust Co NA | 16,018 | $902.0K | 0.14% | +11,955+294.2% | Added |
| RMB Capital Management, LLC | 16,050 | $903.8K | 0.02% | +5,136+47.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,058 | $904.2K | 0.01% | −36,035−69.2% | Reduced |
| Farmers & Merchants Investments Inc | 16,062 | $904.5K | 0.02% | −1,077−6.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 16,126 | $908.1K | 0.11% | −374−2.3% | Reduced |
| Banque Transatlantique SA | 16,142 | $913.9K | 0.02% | +1,149+7.7% | Added |
| Ritholtz Wealth Management | 16,595 | $934.5K | 0.02% | +3,174+23.6% | Added |