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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 11,607 | $653.6K | 0.03% | −335−2.8% | Reduced |
| Laurel Wealth Advisors LLC | 9,725 | $649.9K | 0.06% | −35−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 11,520 | $648.7K | 0.33% | −33,209−74.2% | Reduced |
| Allred Capital Management, LLC | 11,506 | $647.9K | 0.24% | +50.0% | Added |
| Scotia Capital Inc. | 11,454 | $645.0K | 0.00% | −865−7.0% | Reduced |
| Core Wealth Partners LLC | 11,452 | $644.8K | 0.30% | +9+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,362 | $639.8K | 0.00% | +1,967+20.9% | Added |
| Central Pacific Bank - Trust Division | 11,345 | $638.8K | 0.08% | +4,275+60.5% | Added |
| Fifth Third Wealth Advisors LLC | 11,340 | $638.6K | 0.02% | +2,296+25.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,333 | $638.2K | 0.06% | +3,945+53.4% | Added |
| Dover Advisors, LLC | 11,256 | $633.8K | 0.26% | 00.0% | Unchanged |
| Columbia Asset Management | 11,226 | $632.1K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,179 | $629.5K | 0.02% | −1,605−12.6% | Reduced |
| Plato Investment Management Ltd | 11,159 | $628.7K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 11,050 | $622.2K | 0.16% | −19−0.2% | Reduced |
| One Wealth Advisors, LLC | 10,999 | $619.4K | 0.08% | +2,128+24.0% | Added |
| Baldwin Investment Management, LLC | 10,940 | $616.0K | 0.07% | −100−0.9% | Reduced |
| Flow Traders U.S. LLC | 10,941 | $616.0K | 0.02% | +10,941 | New |
| Great Diamond Partners, LLC | 10,896 | $613.6K | 0.12% | −96−0.9% | Reduced |
| Milestone Asset Management Group, LLC | 10,782 | $607.1K | 0.35% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,720 | $603.6K | 0.00% | +20.0% | Added |
| Mutual Advisors, LLC | 10,704 | $602.8K | 0.01% | −19,520−64.6% | Reduced |
| SHP Wealth Management | 10,654 | $599.9K | 0.05% | +6+0.1% | Added |
| Resonant Capital Advisors, LLC | 10,576 | $595.5K | 0.03% | +523+5.2% | Added |
| Ossiam | 10,547 | $593.9K | 0.01% | +9,475+883.9% | Added |
| Proffitt & Goodson Inc | 10,441 | $587.9K | 0.09% | +306+3.0% | Added |
| Beck Mack & Oliver LLC | 10,394 | $585.3K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 10,359 | $583.3K | 0.06% | −1,175−10.2% | Reduced |
| Level Four Advisory Services, LLC | 10,355 | $583.1K | 0.02% | −257−2.4% | Reduced |
| Tiaa Trust, National Association | 10,311 | $580.6K | 0.04% | −19,114−65.0% | Reduced |
| Bull Street Advisors, LLC | 10,301 | $580.0K | 0.29% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 10,280 | $578.9K | 0.09% | −1,083−9.5% | Reduced |
| AlphaCore Capital LLC | 10,275 | $578.6K | 0.01% | −4,373−29.9% | Reduced |
| Private Wealth Asset Management, LLC | 10,264 | $578.0K | 0.06% | −50.0% | Reduced |
| Rothschild Investment LLC | 10,244 | $576.8K | 0.03% | +3,389+49.4% | Added |
| OpenArc Corporate Advisory, LLC | 10,192 | $573.9K | 0.01% | +1,095+12.0% | Added |
| Mather Group, LLC. | 10,190 | $573.8K | 0.01% | −266−2.5% | Reduced |
| Abacus Wealth Partners, LLC | 10,182 | $573.3K | 0.05% | −299−2.9% | Reduced |
| City Holding Co | 10,125 | $570.1K | 0.07% | −721−6.6% | Reduced |
| Smartleaf Asset Management LLC | 10,473 | $569.4K | 0.02% | +1,498+16.7% | Added |
| Apella Capital, LLC | 9,279 | $569.0K | 0.01% | +2,517+37.2% | Added |
| Avestar Capital, LLC | 10,090 | $568.2K | 0.04% | −321−3.1% | Reduced |
| Leonteq Securities AG | 10,071 | $567.1K | 0.03% | −4,734−32.0% | Reduced |
| Sagespring Wealth Partners, LLC | 10,022 | $564.4K | 0.01% | +601+6.4% | Added |
| Independent Advisor Alliance | 9,946 | $560.0K | 0.01% | +645+6.9% | Added |
| Boyd Watterson Asset Management LLC | 9,909 | $557.9K | 0.17% | −1,205−10.8% | Reduced |
| Syon Capital LLC | 9,898 | $557.3K | 0.03% | +1,406+16.6% | Added |
| Gateway Wealth Partners, LLC | 9,892 | $557.1K | 0.02% | +9,892 | New |
| Rialto Wealth Management, LLC | 9,869 | $555.7K | 0.12% | +36+0.4% | Added |
| Busey Wealth Management | 9,790 | $551.3K | 0.01% | −167−1.7% | Reduced |
| Investment Advisory Services Inc | 9,737 | $548.3K | 0.17% | −553−5.4% | Reduced |
| First Bank & Trust | 9,680 | $545.1K | 0.09% | +3,372+53.5% | Added |
| Resources Management Corp | 9,633 | $542.0K | 0.07% | −13−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 9,606 | $540.9K | 0.02% | −3,599−27.3% | Reduced |
| Sage Investment Advisers LLC | 9,500 | $540.5K | 0.40% | −800−7.8% | Reduced |
| Ledyard National Bank | 9,591 | $540.1K | 0.05% | −465−4.6% | Reduced |
| Wealthcare Advisory Partners LLC | 9,577 | $539.3K | 0.01% | +1,790+23.0% | Added |
| Sound View Wealth Advisors Group, LLC | 9,575 | $539.2K | 0.04% | −556−5.5% | Reduced |
| Simmons Bank | 9,567 | $538.7K | 0.04% | −450−4.5% | Reduced |
| Oxford Financial Group Ltd | 9,564 | $538.5K | 0.03% | +9,564 | New |
| IHT Wealth Management, LLC | 9,536 | $537.0K | 0.01% | +169+1.8% | Added |
| Wealth Alliance | 9,469 | $533.2K | 0.05% | +9,469 | New |
| First Citizens Bank & Trust Co | 9,433 | $531.2K | 0.01% | −50−0.5% | Reduced |
| Tandem Financial, LLC | 9,386 | $528.5K | 0.18% | −2,867−23.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,362 | $527.2K | 0.01% | −32,462−77.6% | Reduced |
| Burns J W & Co Inc | 9,302 | $523.8K | 0.06% | −140−1.5% | Reduced |
| LVW Advisors, LLC | 9,196 | $517.8K | 0.05% | +2,365+34.6% | Added |
| Fidelis Capital Partners, LLC | 9,125 | $513.8K | 0.04% | +194+2.2% | Added |
| Harbour Investments, Inc. | 9,106 | $512.8K | 0.01% | +3,781+71.0% | Added |
| SRS Capital Advisors, Inc. | 9,030 | $509.1K | 0.01% | +215+2.4% | Added |
| CAPROCK Group, Inc. | 8,981 | $505.7K | 0.01% | +8,981 | New |
| Arkadios Wealth Advisors | 8,975 | $505.4K | 0.01% | +1,435+19.0% | Added |
| 1st Source Bank | 8,974 | $505.3K | 0.03% | −275−3.0% | Reduced |
| Broderick Brian C | 8,930 | $502.8K | 0.09% | −2,712−23.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,268 | $501.4K | 0.01% | +624+8.2% | Added |
| Fiduciary Group LLC | 8,872 | $499.6K | 0.04% | −205−2.3% | Reduced |
| Erste Asset Management GmbH | 9,177 | $498.9K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 8,857 | $498.7K | 0.05% | −250−2.7% | Reduced |
| Evolve Private Wealth, LLC | 8,803 | $495.7K | 0.03% | +2,397+37.4% | Added |
| Phoenix Holdings Ltd. | 8,655 | $494.6K | 0.00% | +1,479+20.6% | Added |
| Vanguard National Trust Co | 8,640 | $486.5K | 0.03% | +8,640 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,659 | $485.1K | 0.00% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,583 | $483.3K | 0.13% | +14+0.2% | Added |
| Drexel Morgan & Co. | 8,578 | $483.0K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,562 | $482.1K | 0.03% | +1,329+18.4% | Added |
| Sky Investment Group LLC | 8,554 | $481.7K | 0.08% | −286−3.2% | Reduced |
| Nia Impact Advisors, LLC | 8,525 | $480.0K | 0.21% | −17,292−67.0% | Reduced |
| River Wealth Advisors LLC | 8,518 | $479.7K | 0.06% | −439−4.9% | Reduced |
| MJP Associates Inc | 8,514 | $479.4K | 0.06% | −6,840−44.5% | Reduced |
| LMR Partners LLP | 8,491 | $478.1K | 0.00% | +8,491 | New |
| EverSource Wealth Advisors, LLC | 8,471 | $476.9K | 0.01% | +2,157+34.2% | Added |
| Pine Valley Investments Ltd Liability Co | 8,467 | $476.8K | 0.02% | +66+0.8% | Added |
| Mission Wealth Management, LP | 8,465 | $476.7K | 0.01% | +440+5.5% | Added |
| NorthRock Partners, LLC | 8,430 | $474.7K | 0.01% | +318+3.9% | Added |
| Nautilus Advisors LLC | 8,430 | $474.7K | 0.33% | +1,191+16.5% | Added |
| TCG Advisory Services, LLC | 8,402 | $473.1K | 0.01% | +1,893+29.1% | Added |
| Integrity Alliance, LLC. | 8,399 | $473.0K | 0.02% | −119−1.4% | Reduced |
| Boyar Asset Management Inc. | 8,325 | $468.8K | 0.27% | +8,325 | New |
| U.S. Capital Wealth Advisors, LLC | 8,300 | $467.4K | 0.01% | +617+8.0% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $466.5K | 0.11% | 00.0% | Unchanged |