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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 45,088 | $2.54M | 0.01% | +4,898+12.2% | Added |
| Hartford Investment Management Co | 44,812 | $2.52M | 0.08% | −1,021−2.2% | Reduced |
| Venture Visionary Partners LLC | 44,669 | $2.52M | 0.08% | −87−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 44,478 | $2.50M | 0.18% | −437−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,035 | $2.48M | 0.01% | +2,513+6.1% | Added |
| Pinnacle Associates Ltd | 43,575 | $2.45M | 0.03% | +1,628+3.9% | Added |
| Somerville Kurt F | 43,375 | $2.44M | 0.64% | −56,435−56.5% | Reduced |
| Argent Trust Co | 43,185 | $2.43M | 0.08% | +44+0.1% | Added |
| HB Wealth Management, LLC | 42,999 | $2.42M | 0.02% | +4,641+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 42,603 | $2.40M | 0.00% | +10,899+34.4% | Added |
| GPM Growth Investors, Inc. | 42,164 | $2.37M | 1.00% | −2,130−4.8% | Reduced |
| Arete Wealth Advisors, LLC | 42,021 | $2.37M | 0.18% | +870+2.1% | Added |
| Group One Trading, L.P. | 41,801 | $2.35M | 0.08% | +6,724+19.2% | Added |
| Generali Asset Management SPA SGR | 41,456 | $2.33M | 0.05% | +1,151+2.9% | Added |
| Boston Partners | 41,361 | $2.33M | 0.00% | +2,320+5.9% | Added |
| AMG National Trust Bank | 41,063 | $2.31M | 0.05% | +4,353+11.9% | Added |
| J.W. Cole Advisors, Inc. | 40,542 | $2.28M | 0.08% | +1,066+2.7% | Added |
| Natixis | 40,385 | $2.27M | 0.01% | −108,015−72.8% | Reduced |
| Louisiana State Employees Retirement System | 40,000 | $2.25M | 0.04% | −400−1.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.25M | 0.68% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 39,993 | $2.25M | 0.02% | +12,182+43.8% | Added |
| Maryland State Retirement & Pension System | 39,794 | $2.24M | 0.05% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,464 | $2.22M | 0.13% | −25−0.1% | Reduced |
| Essex Financial Services, Inc. | 39,437 | $2.22M | 0.12% | −1,552−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,843 | $2.21M | 0.05% | −261−0.7% | Reduced |
| Bleakley Financial Group, LLC | 39,153 | $2.20M | 0.03% | −846−2.1% | Reduced |
| Dearborn Partners LLC | 38,433 | $2.16M | 0.12% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 38,270 | $2.15M | 0.45% | −172−0.4% | Reduced |
| Abn Amro Investment Solutions | 38,148 | $2.15M | 0.03% | −5,810−13.2% | Reduced |
| Van Eck Associates Corp | 37,832 | $2.13M | 0.00% | +37,832 | New |
| FinArc Investments, Inc. | 37,802 | $2.13M | 2.05% | +37,802 | New |
| Delta Financial Advisors LLC | 37,786 | $2.13M | 0.55% | +2,868+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 37,773 | $2.13M | 0.00% | +88+0.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 37,168 | $2.09M | 0.10% | +492+1.3% | Added |
| Elefante Mark B | 37,077 | $2.09M | 1.15% | −3,603−8.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,605 | $2.08M | 0.00% | +677+1.9% | Added |
| Omers Administration Corp | 36,971 | $2.08M | 0.01% | +8,172+28.4% | Added |
| EP Wealth Advisors, LLC | 36,947 | $2.08M | 0.01% | −568−1.5% | Reduced |
| Blue Square Asset Management, LLC | 36,536 | $2.06M | 0.98% | +607+1.7% | Added |
| New Mexico Educational Retirement Board | 36,517 | $2.06M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 36,395 | $2.05M | 0.00% | −66,531−64.6% | Reduced |
| United Capital Financial Advisers, LLC | 36,338 | $2.05M | 0.01% | +4,134+12.8% | Added |
| Allianz SE | 36,084 | $2.03M | 0.02% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 35,800 | $2.02M | 0.34% | +35,800 | New |
| Perigon Wealth Management, LLC | 35,463 | $2.00M | 0.04% | +1,370+4.0% | Added |
| Park Avenue Securities LLC | 35,187 | $1.98M | 0.02% | −12,221−25.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 34,883 | $1.96M | 0.02% | −4,257−10.9% | Reduced |
| TD Waterhouse Canada Inc. | 33,902 | $1.93M | 0.01% | −9,087−21.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,512 | $1.89M | 0.02% | −147−0.5% | Reduced |
| Nomura Holdings Inc | 33,484 | $1.89M | 0.02% | +2,796+9.1% | Added |
| Goelzer Investment Management, Inc. | 33,319 | $1.88M | 0.09% | +145+0.4% | Added |
| American Century Companies Inc | 33,100 | $1.86M | 0.00% | +4,836+17.1% | Added |
| Brinker Capital Investments, LLC | 32,909 | $1.85M | 0.02% | −2,464−7.0% | Reduced |
| Lee Danner & Bass Inc | 32,615 | $1.84M | 0.12% | −233−0.7% | Reduced |
| Stoneridge Investment Partners LLC | 32,287 | $1.82M | 1.31% | −6,011−15.7% | Reduced |
| MUFG Securities EMEA plc | 32,211 | $1.81M | 0.03% | −244−0.8% | Reduced |
| Laird Norton Trust Company, LLC | 31,935 | $1.80M | 0.04% | +300+0.9% | Added |
| Whittier Trust Co | 32,314 | $1.80M | 0.02% | −1,194−3.6% | Reduced |
| Cunning Capital Partners, LP | 31,613 | $1.78M | 0.91% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 31,498 | $1.77M | 0.02% | +2,348+8.1% | Added |
| Thrivent Financial for Lutherans | 31,148 | $1.75M | 0.00% | −302−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 31,069 | $1.75M | 0.01% | +1,320+4.4% | Added |
| Brookfield Asset Management Inc. | 30,812 | $1.74M | 0.00% | +30,812 | New |
| Capital Group Private Client Services, Inc. | 30,762 | $1.73M | 0.03% | −50,773−62.3% | Reduced |
| Burney Co | 30,609 | $1.72M | 0.05% | +9,274+43.5% | Added |
| Assenagon Asset Management S.A. | 30,574 | $1.72M | 0.00% | −2,429,747−98.8% | Reduced |
| Wedbush Securities Inc | 30,401 | $1.71M | 0.05% | +10,866+55.6% | Added |
| Delaney Dennis R | 30,055 | $1.69M | 0.60% | +16,005+113.9% | Added |
| Two Sigma Securities, LLC | 29,992 | $1.69M | 0.20% | +23,822+386.1% | Added |
| Cinctive Capital Management LP | 29,639 | $1.67M | 0.11% | +29,639 | New |
| GAMMA Investing LLC | 29,003 | $1.63M | 0.08% | +12,225+72.9% | Added |
| Resources Investment Advisors, LLC. | 28,992 | $1.63M | 0.02% | +10,106+53.5% | Added |
| Cullinan Associates Inc | 28,700 | $1.62M | 0.13% | +19,700+218.9% | Added |
| Empirical Finance, LLC | 28,161 | $1.59M | 0.07% | −70−0.2% | Reduced |
| Metis Global Partners, LLC | 28,019 | $1.58M | 0.04% | +3,155+12.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 27,998 | $1.58M | 0.02% | −10,427−27.1% | Reduced |
| Raiffeisen Bank International AG | 28,996 | $1.58M | 0.02% | +12,693+77.9% | Added |
| Saudi Central Bank | 27,978 | $1.58M | 0.03% | +27,978 | New |
| First Heartland Consultants, Inc. | 27,896 | $1.57M | 0.12% | +27,896 | New |
| Jain Global LLC | 27,844 | $1.57M | 0.02% | −402,604−93.5% | Reduced |
| Bessemer Group Inc | 27,583 | $1.55M | 0.00% | +1,904+7.4% | Added |
| Lifeworks Advisors, LLC | 27,563 | $1.55M | 0.20% | −49,321−64.1% | Reduced |
| Richard Bernstein Advisors LLC | 27,469 | $1.55M | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 27,220 | $1.53M | 0.11% | −130−0.5% | Reduced |
| TD Private Client Wealth LLC | 27,194 | $1.53M | 0.03% | +2,593+10.5% | Added |
| Walleye Capital LLC | 27,162 | $1.53M | 0.01% | −93,278−77.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 27,137 | $1.53M | 0.06% | −1,300−4.6% | Reduced |
| Evercore Wealth Management, LLC | 26,396 | $1.49M | 0.02% | −22,647−46.2% | Reduced |
| Clarus Wealth Advisors | 26,766 | $1.48M | 0.63% | +26,766 | New |
| Benjamin Edwards Inc | 26,114 | $1.47M | 0.01% | −42,146−61.7% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 26,088 | $1.47M | 1.09% | −4,005−13.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,044 | $1.47M | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 26,035 | $1.47M | 0.02% | −1,062−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 25,895 | $1.46M | 0.03% | +7,432+40.3% | Added |
| E. Ohman J:or Asset Management AB | 25,834 | $1.45M | 0.04% | −3,091−10.7% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.45M | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,708 | $1.45M | 0.03% | −50−0.2% | Reduced |
| Principle Wealth Partners LLC | 25,364 | $1.43M | 0.08% | −100−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 25,357 | $1.43M | 0.01% | +8,700+52.2% | Added |
| IMA Wealth, Inc. | 25,355 | $1.43M | 0.14% | −279−1.1% | Reduced |