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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 25,252 | $1.42M | 0.02% | −2,349−8.5% | Reduced |
| Clearstead Advisors, LLC | 25,201 | $1.42M | 0.01% | −1,424−5.3% | Reduced |
| Skopos Labs, Inc. | 25,186 | $1.42M | 0.04% | +16,146+178.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,140 | $1.42M | 0.02% | −156−0.6% | Reduced |
| Johnson Investment Counsel Inc | 25,046 | $1.41M | 0.01% | −1,426−5.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,029 | $1.41M | 0.01% | −1,255−4.8% | Reduced |
| Guidance Capital, Inc | 21,954 | $1.41M | 0.32% | +21,954 | New |
| Stance Capital LLC | 24,967 | $1.41M | 0.68% | −812−3.1% | Reduced |
| Modera Wealth Management, LLC | 24,933 | $1.40M | 0.02% | +3,717+17.5% | Added |
| Kinneret Advisory, LLC | 24,729 | $1.39M | 0.13% | −1,096−4.2% | Reduced |
| Personal Cfo Solutions, LLC | 24,671 | $1.39M | 0.20% | +181+0.7% | Added |
| Concurrent Investment Advisors, LLC | 24,281 | $1.37M | 0.01% | −1,278−5.0% | Reduced |
| Meeder Advisory Services, Inc. | 24,275 | $1.37M | 0.06% | +3,378+16.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 24,147 | $1.36M | 0.04% | +254+1.1% | Added |
| Souders Financial Advisors | 23,944 | $1.35M | 0.15% | −890−3.6% | Reduced |
| Bryn Mawr Trust Co | 23,795 | $1.34M | 0.03% | +1,992+9.1% | Added |
| Miracle Mile Advisors, LLC | 23,317 | $1.31M | 0.02% | −1,755−7.0% | Reduced |
| Ally Financial Inc. | 23,000 | $1.30M | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,960 | $1.29M | 0.06% | +232+1.0% | Added |
| North Dakota State Investment Board | 22,744 | $1.28M | 0.06% | −4,458−16.4% | Reduced |
| Massachusetts Wealth Management | 22,735 | $1.28M | 0.55% | +225+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 22,707 | $1.28M | 0.20% | +791+3.6% | Added |
| Banque Cantonale Vaudoise | 22,635 | $1.27M | 0.05% | −10,742−32.2% | Reduced |
| Crews Bank & Trust | 22,564 | $1.27M | 0.18% | −495−2.1% | Reduced |
| Principal Securities, Inc. | 22,471 | $1.27M | 0.02% | +1,961+9.6% | Added |
| Puzo Michael J | 22,285 | $1.25M | 0.37% | −1,950−8.0% | Reduced |
| Harmony Asset Management LLC | 22,207 | $1.25M | 0.38% | −15,265−40.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,098 | $1.24M | 0.08% | +14+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 21,820 | $1.23M | 0.04% | −828−3.7% | Reduced |
| Central Trust Co | 21,779 | $1.23M | 0.02% | −326−1.5% | Reduced |
| MUFG Securities Americas Inc. | 21,740 | $1.22M | 0.08% | +412+1.9% | Added |
| Bollard Group LLC | 21,719 | $1.22M | 0.04% | −731−3.3% | Reduced |
| Carlson Financial, Inc. | 21,591 | $1.22M | 0.72% | −363−1.7% | Reduced |
| Everence Capital Management Inc | 21,394 | $1.21M | 0.07% | +4,553+27.0% | Added |
| Securian Asset Management, Inc | 21,314 | $1.20M | 0.05% | −213−1.0% | Reduced |
| Ridgewood Investments LLC | 21,312 | $1.20M | 0.49% | +21,312 | New |
| Farther Finance Advisors, LLC | 21,071 | $1.20M | 0.01% | +5,350+34.0% | Added |
| Notis-McConarty Edward | 21,115 | $1.19M | 0.59% | −23,635−52.8% | Reduced |
| Curbstone Financial Management Corp | 21,098 | $1.19M | 0.23% | 00.0% | Unchanged |
| Woodstock Corp | 21,036 | $1.18M | 0.11% | −29−0.1% | Reduced |
| Citizens Financial Group Inc | 20,979 | $1.18M | 0.02% | −126−0.6% | Reduced |
| Squarepoint Ops LLC | 20,886 | $1.18M | 0.00% | −332,409−94.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,878 | $1.18M | 0.08% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 20,839 | $1.17M | 0.05% | +20,839 | New |
| Hunter Associates Investment Management LLC | 20,799 | $1.17M | 0.15% | +425+2.1% | Added |
| Vise Technologies, Inc. | 22,153 | $1.17M | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 20,655 | $1.16M | 0.09% | −555−2.6% | Reduced |
| InTrack Investment Management Inc | 20,618 | $1.16M | 0.66% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 20,610 | $1.16M | 0.02% | −2,501−10.8% | Reduced |
| Greenleaf Trust | 20,588 | $1.16M | 0.01% | +1,384+7.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,552 | $1.16M | 0.00% | +20,552 | New |
| Azzad Asset Management Inc | 20,491 | $1.15M | 0.12% | −50.0% | Reduced |
| Neville Rodie & Shaw Inc | 20,473 | $1.15M | 0.08% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 20,458 | $1.15M | 0.18% | +6,161+43.1% | Added |
| Intech Investment Management LLC | 20,452 | $1.15M | 0.01% | +6,727+49.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 20,249 | $1.14M | 0.12% | +7,827+63.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,246 | $1.14M | 0.05% | −769−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 20,181 | $1.14M | 0.02% | −10.0% | Reduced |
| Apollon Wealth Management, LLC | 20,073 | $1.13M | 0.02% | +2,823+16.4% | Added |
| Wahed Invest LLC | 20,038 | $1.13M | 0.15% | −629−3.0% | Reduced |
| Arvest Investments, Inc. | 19,935 | $1.12M | 0.15% | +19,935 | New |
| Wellington Management Group LLP | 19,854 | $1.12M | 0.00% | +10,901+121.8% | Added |
| Holderness Investments Co | 19,550 | $1.10M | 0.22% | −683−3.4% | Reduced |
| Cascade Investment Advisors, Inc. | 19,343 | $1.09M | 0.64% | +185+1.0% | Added |
| Nwam LLC | 19,210 | $1.08M | 0.06% | +19,210 | New |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.08M | 0.19% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 18,996 | $1.07M | 0.39% | +2,524+15.3% | Added |
| USS Investment Management Ltd | 18,875 | $1.06M | 0.00% | −49,178−72.3% | Reduced |
| Verdence Capital Advisors LLC | 18,848 | $1.06M | 0.06% | +11,443+154.5% | Added |
| Family Legacy Financial Solutions, LLC | 18,619 | $1.06M | 0.86% | −344−1.8% | Reduced |
| NewEdge Wealth, LLC | 18,794 | $1.06M | 0.01% | −1,002−5.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,781 | $1.06M | 0.03% | −18,830−50.1% | Reduced |
| Warren Averett Asset Management, LLC | 18,755 | $1.06M | 0.01% | −802−4.1% | Reduced |
| Patten & Patten Inc | 18,626 | $1.05M | 0.06% | +650+3.6% | Added |
| Garrison Point Advisors, LLC | 18,555 | $1.04M | 0.48% | −320−1.7% | Reduced |
| Choate Investment Advisors | 18,548 | $1.04M | 0.02% | +1,806+10.8% | Added |
| Horizon Investments, LLC | 18,556 | $1.04M | 0.01% | +2,164+13.2% | Added |
| Barden Capital Management, Inc. | 18,477 | $1.04M | 0.89% | +578+3.2% | Added |
| Nicolet Bankshares Inc | 18,319 | $1.04M | 0.04% | +18,319 | New |
| Diversified Trust Co | 18,458 | $1.04M | 0.02% | +1,120+6.5% | Added |
| Northwest & Ethical Investments L.P. | 18,333 | $1.03M | 0.02% | −345,635−95.0% | Reduced |
| Schnieders Capital Management, LLC. | 18,096 | $1.02M | 0.16% | +4,529+33.4% | Added |
| Dark Forest Capital Management LP | 17,965 | $1.01M | 0.09% | +17,965 | New |
| Wedmont Private Capital | 17,352 | $1.01M | 0.03% | −590−3.3% | Reduced |
| Birch Hill Investment Advisors LLC | 17,891 | $1.01M | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17,652 | $994.0K | 0.03% | −839−4.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,508 | $985.9K | 0.01% | +17,508 | New |
| Brighton Jones LLC | 17,488 | $984.7K | 0.02% | +17,488 | New |
| Canada Post Corp Registered Pension Plan | 17,464 | $983.4K | 0.04% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 17,425 | $981.2K | 0.16% | −2,340−11.8% | Reduced |
| First Manhattan Co | 17,405 | $980.1K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,515 | $970.0K | 0.02% | +392+2.8% | Added |
| V-Square Quantitative Management LLC | 17,177 | $967.2K | 0.10% | +19+0.1% | Added |
| Ballentine Partners, LLC | 17,130 | $964.6K | 0.01% | +246+1.5% | Added |
| Headinvest, LLC | 17,108 | $963.4K | 0.20% | −500−2.8% | Reduced |
| Home Federal Bank of Tennessee | 16,872 | $950.1K | 0.24% | −250−1.5% | Reduced |
| North Star Investment Management Corp. | 16,864 | $949.6K | 0.06% | +908+5.7% | Added |
| Signaturefd, LLC | 16,698 | $940.3K | 0.01% | +195+1.2% | Added |
| Jacobi Capital Management LLC | 16,682 | $939.4K | 0.05% | −82−0.5% | Reduced |
| Salem Investment Counselors Inc | 16,645 | $937.3K | 0.03% | −233−1.4% | Reduced |