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 |
|---|---|---|---|---|---|
| Rydar Equities, Inc. | 16,644 | $937.2K | 0.73% | −189−1.1% | Reduced |
| Crestwood Advisors Group LLC | 16,610 | $935.3K | 0.02% | +795+5.0% | Added |
| Ritholtz Wealth Management | 16,595 | $934.5K | 0.02% | +3,174+23.6% | Added |
| Banque Transatlantique SA | 16,142 | $913.9K | 0.02% | +1,149+7.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 16,126 | $908.1K | 0.11% | −374−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 16,062 | $904.5K | 0.02% | −1,077−6.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,058 | $904.2K | 0.01% | −36,035−69.2% | Reduced |
| RMB Capital Management, LLC | 16,050 | $903.8K | 0.02% | +5,136+47.1% | Added |
| Chicago Trust Co NA | 16,018 | $902.0K | 0.14% | +11,955+294.2% | Added |
| Tema ETFs LLC | 15,972 | $899.4K | 0.06% | +77+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 15,934 | $897.3K | 0.02% | +13+0.1% | Added |
| Eastern Bank | 15,641 | $880.7K | 0.02% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 15,618 | $879.5K | 0.01% | +1,035+7.1% | Added |
| Romano Brothers and Company | 15,607 | $878.8K | 0.10% | −225−1.4% | Reduced |
| Evergreen Capital Management LLC | 15,560 | $876.2K | 0.02% | +2,199+16.5% | Added |
| Stratos Wealth Partners, LTD. | 15,549 | $875.6K | 0.01% | −1,097−6.6% | Reduced |
| Parallel Advisors, LLC | 15,363 | $865.1K | 0.02% | +763+5.2% | Added |
| Trust Co of Toledo NA | 15,156 | $853.4K | 0.08% | −177−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 15,103 | $850.4K | 0.01% | +795+5.6% | Added |
| Equitable Holdings, Inc. | 15,338 | $843.0K | 0.01% | +9,859+179.9% | Added |
| Marble Harbor Investment Counsel, LLC | 14,930 | $840.7K | 0.09% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 14,867 | $837.2K | 0.08% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 14,817 | $834.3K | 0.39% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 14,732 | $829.6K | 0.68% | −1,019−6.5% | Reduced |
| Quotient Wealth Partners, LLC | 14,725 | $829.1K | 0.02% | +698+5.0% | Added |
| Vestcor Inc | 14,728 | $829.0K | 0.02% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 14,698 | $827.6K | 0.40% | +2,000+15.8% | Added |
| Summit Financial, LLC | 14,426 | $812.3K | 0.01% | +408+2.9% | Added |
| Wendell David Associates Inc | 14,420 | $812.0K | 0.09% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 14,377 | $809.6K | 0.05% | +1,522+11.8% | Added |
| Pensionmark Financial Group, LLC | 14,318 | $806.2K | 0.01% | −241−1.7% | 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 |
| Hartline Investment Corp | 14,274 | $803.8K | 0.09% | −25−0.2% | Reduced |
| Sivia Capital Partners, LLC | 14,259 | $802.9K | 0.16% | +5,847+69.5% | Added |
| Pring Turner Capital Group Inc | 15,150 | $800.5K | 0.48% | 00.0% | Unchanged |
| Everett Harris & Co | 14,138 | $796.1K | 0.01% | +986+7.5% | Added |
| Virtu Financial LLC | 14,077 | $793.0K | 0.03% | −16,944−54.6% | Reduced |
| Curated Wealth Partners LLC | 14,075 | $792.6K | 0.10% | +497+3.7% | Added |
| CX Institutional | 14,046 | $791.0K | 0.02% | +1,289+10.1% | Added |
| Prime Capital Investment Advisors, LLC | 14,044 | $790.8K | 0.01% | +346+2.5% | Added |
| Trueblood Wealth Management, LLC | 13,972 | $786.8K | 0.31% | −509−3.5% | Reduced |
| Valley Brook Capital Group | 13,618 | $766.9K | 0.51% | +500+3.8% | Added |
| Montag A & Associates Inc | 13,578 | $764.6K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 13,497 | $760.0K | 0.07% | −75−0.6% | Reduced |
| Manning & Napier Advisors LLC | 13,492 | $759.7K | 0.01% | +8,546+172.8% | Added |
| Lazard Freres Gestion S.A.S. | 13,365 | $752.0K | 0.01% | −600−4.3% | Reduced |
| Coldstream Capital Management Inc | 13,347 | $751.6K | 0.01% | +2,379+21.7% | Added |
| Dakota Wealth Management | 13,344 | $751.4K | 0.02% | −4,982−27.2% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $743.9K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,195 | $743.0K | 0.01% | −45−0.3% | Reduced |
| Texas Bank & Trust Co | 13,176 | $741.9K | 0.28% | +175+1.3% | Added |
| Mesirow Financial Investment Management, Inc. | 13,172 | $741.7K | 0.01% | +1,095+9.1% | Added |
| N.E.W. Advisory Services LLC | 13,108 | $738.1K | 0.06% | +101+0.8% | Added |
| Lakewood Asset Management LLC | 13,090 | $737.1K | 0.47% | +50.0% | Added |
| Malaga Cove Capital, LLC | 13,009 | $732.5K | 0.26% | +4,955+61.5% | Added |
| TCW Group Inc | 13,007 | $732.4K | 0.01% | +629+5.1% | Added |
| Harbor Advisors LLC | 13,000 | $732.0K | 0.11% | 00.0% | Unchanged |
| Rossmore Private Capital | 12,944 | $728.9K | 0.06% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 12,937 | $728.5K | 0.20% | −1,940−13.0% | Reduced |
| Waterford Advisors, LLC | 13,381 | $727.4K | 0.23% | 00.0% | Unchanged |
| Umb Bank N A | 12,871 | $724.8K | 0.01% | −519−3.9% | Reduced |
| AE Wealth Management LLC | 12,855 | $723.9K | 0.00% | +2,869+28.7% | Added |
| Advisor OS, LLC | 12,837 | $722.9K | 0.05% | −8,640−40.2% | Reduced |
| Estabrook Capital Management | 12,837 | $722.9K | 0.11% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 12,787 | $720.0K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12,783 | $719.8K | 0.24% | −54−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,705 | $715.4K | 0.01% | −3,217−20.2% | Reduced |
| Rexford Capital Inc | 12,676 | $713.8K | 0.51% | +203+1.6% | Added |
| Charter Trust Co | 12,651 | $712.4K | 0.04% | −265−2.1% | Reduced |
| Means Investment Co., Inc. | 12,610 | $710.1K | 0.06% | +20.0% | Added |
| Cary Street Partners Financial LLC | 12,608 | $710.0K | 0.02% | +80+0.6% | Added |
| Ausdal Financial Partners, Inc. | 12,603 | $709.7K | 0.03% | +2,569+25.6% | Added |
| Freestone Capital Holdings, LLC | 12,600 | $709.5K | 0.02% | −53−0.4% | Reduced |
| Excalibur Management Corp | 12,586 | $708.7K | 0.25% | −50−0.4% | Reduced |
| Dempze Nancy E | 12,584 | $708.6K | 0.39% | −2,774−18.1% | Reduced |
| VestGen Advisors, LLC | 10,805 | $708.3K | 0.02% | +2,172+25.2% | Added |
| Benedict Financial Advisors Inc | 12,558 | $707.2K | 0.15% | −10−0.1% | Reduced |
| ELCO Management Co., LLC | 12,514 | $704.7K | 0.34% | −416−3.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,443 | $700.6K | 0.00% | −10,258−45.2% | Reduced |
| Savvy Advisors, Inc. | 12,427 | $699.8K | 0.02% | +3,985+47.2% | Added |
| Advisors Asset Management, Inc. | 12,280 | $691.5K | 0.01% | +2,991+32.2% | Added |
| Aptus Capital Advisors, LLC | 12,278 | $691.4K | 0.01% | −1,504−10.9% | Reduced |
| Riverwater Partners LLC | 12,229 | $688.6K | 0.23% | +44+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,124 | $682.6K | 0.04% | +5,877+94.1% | Added |
| Washington Trust Co | 12,047 | $678.4K | 0.02% | +1,152+10.6% | Added |
| Compass Wealth Management LLC | 12,046 | $678.3K | 0.17% | −500−4.0% | Reduced |
| Kidder Stephen W | 12,030 | $677.4K | 0.20% | −16,065−57.2% | Reduced |
| Landmark Wealth Management, LLC | 12,010 | $676.3K | 0.18% | +12,010 | New |
| Meridian Management Co | 12,000 | $675.7K | 0.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 11,965 | $673.7K | 0.04% | +390+3.4% | Added |
| Naples Global Advisors, LLC | 11,951 | $673.0K | 0.05% | +1,181+11.0% | Added |
| Ingalls & Snyder LLC | 11,878 | $669.0K | 0.02% | +145+1.2% | Added |
| Private Trust Co NA | 11,868 | $668.3K | 0.06% | +208+1.8% | Added |
| Arwa LLC | 10,856 | $667.2K | 0.33% | +10,856 | New |
| Chicago Capital, LLC | 11,828 | $666.0K | 0.02% | −1,350−10.2% | Reduced |
| Bragg Financial Advisors, Inc | 11,815 | $665.3K | 0.02% | −398−3.3% | Reduced |
| Balyasny Asset Management LLC | 11,727 | $660.3K | 0.00% | −6,943−37.2% | Reduced |
| Moneta Group Investment Advisors LLC | 11,669 | $657.1K | 0.00% | −4,518−27.9% | Reduced |
| Grimes & Company, Inc. | 11,663 | $656.8K | 0.02% | −37−0.3% | Reduced |