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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 89,930 | $5.06M | 0.05% | −4,855−5.1% | Reduced |
| Callan Family Office, LLC | 89,681 | $5.05M | 0.11% | +24,273+37.1% | Added |
| Pegasus Asset Management, Inc. | 89,491 | $5.04M | 1.61% | +1,859+2.1% | Added |
| Vontobel Holding Ltd. | 89,241 | $5.03M | 0.02% | +1,419+1.6% | Added |
| McMillan Office, Inc. | 88,809 | $5.00M | 0.64% | −2,187−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 88,599 | $4.99M | 0.59% | −1,039−1.2% | Reduced |
| Wesleyan Assurance Society | 88,200 | $4.97M | 0.29% | −4,000−4.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 87,578 | $4.93M | 0.17% | −583−0.7% | Reduced |
| Yousif Capital Management, LLC | 87,315 | $4.92M | 0.06% | −3,667−4.0% | Reduced |
| American Trust Investment Advisors, LLC | 87,161 | $4.91M | 2.71% | +855+1.0% | Added |
| Moore Capital Management, LP | 86,819 | $4.89M | 0.18% | +86,819 | New |
| Atria Investments LLC | 86,258 | $4.86M | 0.05% | +37,580+77.2% | Added |
| Gabelli Funds LLC | 86,135 | $4.85M | 0.03% | +22,235+34.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,972 | $4.84M | 0.01% | +6,962+8.8% | Added |
| HM Payson & Co | 84,306 | $4.75M | 0.07% | +2,018+2.5% | Added |
| XTX Topco Ltd | 84,189 | $4.74M | 0.08% | −5,650−6.3% | Reduced |
| Mutual of America Capital Management LLC | 83,591 | $4.71M | 0.05% | −1,439−1.7% | Reduced |
| Edentree Asset Management Ltd | 83,000 | $4.67M | 1.41% | −26,400−24.1% | Reduced |
| Letson Investment Management, Inc. | 82,650 | $4.65M | 1.79% | −17,074−17.1% | Reduced |
| AdvisorNet Financial, Inc | 81,538 | $4.59M | 0.24% | +333+0.4% | Added |
| Parsons Capital Management Inc | 81,527 | $4.59M | 0.21% | +18,506+29.4% | Added |
| Stephens Inc | 80,075 | $4.51M | 0.06% | +1,672+2.1% | Added |
| Macquarie Group Ltd | 80,072 | $4.51M | 0.03% | −44,563−35.8% | Reduced |
| Caption Management, LLC | 80,000 | $4.50M | 0.21% | +15,000+23.1% | Added |
| Credit Agricole S A | 79,266 | $4.46M | 0.01% | −242,011−75.3% | Reduced |
| Nordea Investment Management AB | 80,276 | $4.45M | 0.00% | +1,807+2.3% | Added |
| Verition Fund Management LLC | 78,947 | $4.45M | 0.04% | +36,299+85.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,120 | $4.40M | 0.01% | +100.0% | Added |
| State of Alaska, Department of Revenue | 78,011 | $4.39M | 0.05% | −480−0.6% | Reduced |
| Allstate Corp | 77,758 | $4.38M | 0.05% | +23,104+42.3% | Added |
| Clearbridge Investments, LLC | 77,455 | $4.36M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 77,329 | $4.35M | 0.04% | −7,360−8.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 76,535 | $4.31M | 0.08% | −28,786−27.3% | Reduced |
| Fayez Sarofim & Co | 74,705 | $4.21M | 0.01% | −2,715−3.5% | Reduced |
| Sanctuary Advisors, LLC | 73,773 | $4.15M | 0.02% | +12,675+20.7% | Added |
| Private Advisor Group, LLC | 73,111 | $4.12M | 0.02% | −88−0.1% | Reduced |
| UniSuper Management Pty Ltd | 73,072 | $4.11M | 0.03% | −3,367−4.4% | Reduced |
| Glenmede Trust Co NA | 70,144 | $3.95M | 0.02% | −105−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 70,864 | $3.95M | 0.12% | −46,292−39.5% | Reduced |
| AIA Group Ltd | 69,221 | $3.90M | 0.06% | −41,168−37.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 69,029 | $3.89M | 0.03% | −21,823−24.0% | Reduced |
| Soviero Asset Management, LP | 69,000 | $3.89M | 2.18% | +69,000 | New |
| ASR Vermogensbeheer N.V. | 68,548 | $3.86M | 0.05% | +1,108+1.6% | Added |
| Twinbeech Capital LP | 68,098 | $3.83M | 0.40% | −196,277−74.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,044 | $3.78M | 0.01% | +12,594+23.1% | Added |
| Circle Wealth Management, LLC | 66,789 | $3.76M | 0.05% | +958+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 66,464 | $3.74M | 0.05% | −3,300−4.7% | Reduced |
| Empowered Funds, LLC | 65,833 | $3.71M | 0.02% | −8,891−11.9% | Reduced |
| MAI Capital Management | 65,093 | $3.67M | 0.02% | −248−0.4% | Reduced |
| Snowden Capital Advisors LLC | 65,066 | $3.66M | 0.10% | −3,802−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,874 | $3.65M | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,173 | $3.60M | 0.03% | −23,360−26.7% | Reduced |
| Cohen Capital Management, Inc. | 63,634 | $3.58M | 0.56% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 61,627 | $3.47M | 0.04% | +6,969+12.8% | Added |
| Daymark Wealth Partners, LLC | 60,798 | $3.42M | 0.11% | −155−0.3% | Reduced |
| Woodline Partners LP | 59,373 | $3.34M | 0.01% | −910,156−93.9% | Reduced |
| Gilman Hill Asset Management, LLC | 59,292 | $3.34M | 0.50% | +2,072+3.6% | Added |
| Osmosis Investment Management UK Ltd | 59,087 | $3.33M | 0.09% | −765−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 58,737 | $3.31M | 0.07% | +18,293+45.2% | Added |
| Patten Group, Inc. | 57,532 | $3.24M | 0.56% | −2,479−4.1% | Reduced |
| GWM Advisors LLC | 57,520 | $3.24M | 0.01% | −12,803−18.2% | Reduced |
| Cambient Family Office, LLC | 57,035 | $3.21M | 0.45% | +618+1.1% | Added |
| Merit Financial Group, LLC | 57,036 | $3.21M | 0.02% | +8,413+17.3% | Added |
| Quadrature Capital Ltd | 56,828 | $3.20M | 0.04% | −282,858−83.3% | Reduced |
| Mirabella Financial Services LLP | 56,686 | $3.19M | 0.31% | +50,071+756.9% | Added |
| Silvercrest Asset Management Group LLC | 56,322 | $3.17M | 0.02% | −604−1.1% | Reduced |
| SIR Capital Management, L.P. | 55,000 | $3.10M | 0.29% | +55,000 | New |
| LRI Investments, LLC | 54,714 | $3.08M | 0.27% | −1,916−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 54,467 | $3.07M | 0.02% | +17,080+45.7% | Added |
| Caisse des Depots Et Consignations | 54,431 | $3.07M | 0.05% | +848+1.6% | Added |
| Investment Management Corp of Ontario | 54,274 | $3.06M | 0.04% | −8,868−14.0% | Reduced |
| Boothbay Fund Management, LLC | 53,768 | $3.03M | 0.07% | +43,853+442.3% | Added |
| Canandaigua National Corp | 53,044 | $2.99M | 0.27% | +53,044 | New |
| NBT Bank N A | 52,949 | $2.98M | 0.20% | −2,604−4.7% | Reduced |
| Evoke Wealth, LLC | 52,862 | $2.98M | 0.05% | −21,941−29.3% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.95M | 1.30% | 00.0% | Unchanged |
| Hancock Whitney Corp | 51,463 | $2.94M | 0.05% | −708−1.4% | Reduced |
| Carmel Capital Partners, LLC | 51,791 | $2.92M | 1.05% | +981+1.9% | Added |
| JB Capital LLC | 51,510 | $2.90M | 0.12% | −1,620−3.0% | Reduced |
| Rafferty Asset Management, LLC | 51,162 | $2.88M | 0.01% | −19,364−27.5% | Reduced |
| Huntington National Bank | 50,959 | $2.87M | 0.02% | +473+0.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 49,909 | $2.81M | 0.48% | −1,183−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 49,352 | $2.78M | 0.00% | +18,053+57.7% | Added |
| Sargent Investment Group, LLC | 48,995 | $2.76M | 0.36% | −7,660−13.5% | Reduced |
| Norinchukin Bank, The | 48,701 | $2.74M | 0.03% | −462−0.9% | Reduced |
| Oppenheimer & Co Inc | 48,654 | $2.74M | 0.03% | −2,280−4.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 48,461 | $2.73M | 0.39% | −550−1.1% | Reduced |
| Diversified Management Inc | 48,450 | $2.73M | 0.47% | +48,450 | New |
| Mizuho Securities USA LLC | 47,499 | $2.67M | 0.06% | −10,146−17.6% | Reduced |
| Delta Capital Management LLC | 47,065 | $2.65M | 1.46% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 46,865 | $2.64M | 0.65% | +2,090+4.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 45,601 | $2.62M | 0.01% | +9,667+26.9% | Added |
| Fideuram Asset Management (Ireland) dac | 46,794 | $2.61M | 0.33% | +37,861+423.8% | Added |
| Prudential PLC | 46,297 | $2.61M | 0.02% | +32,598+238.0% | Added |
| Allianz Asset Management GmbH | 45,956 | $2.59M | 0.00% | +9,510+26.1% | Added |
| Crossmark Global Holdings, Inc. | 45,671 | $2.57M | 0.04% | −1,642−3.5% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.57M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 45,488 | $2.56M | 0.01% | +12,037+36.0% | Added |
| Lido Advisors, LLC | 45,478 | $2.56M | 0.01% | −23,194−33.8% | Reduced |
| Heritage Investors Management Corp | 45,270 | $2.55M | 0.08% | −195−0.4% | Reduced |