Skip to main content

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, Q3 2026

Institutional positions in Carrier Global Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
8
+1 vs. Q2 2026
Shares held
752.3K
+255.2K (+51.3%) vs. Q2 2026
Total value
$41.3M
+$4.81M (+13.2%) vs. Q2 2026
New holders
1
2 more added
Sold out
0
3 more reduced

1,647 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value held
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2026.

Institutions holding CARR in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Aptus Capital Advisors, LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Benedict Financial Advisors Inc––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Malaga Cove Capital, LLC––––Not filed
Buckingham Strategic Partners––––Not filed
Savvy Advisors, Inc.––––Not filed
Rothschild Investment LLC––––Not filed
Washington Trust Co––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Compass Wealth Management LLC––––Not filed
Meridian Management Co––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Naples Global Advisors, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
Private Trust Co NA––––Not filed
Rehmann Capital Advisory Group––––Not filed
Bragg Financial Advisors, Inc––––Not filed
Chicago Capital, LLC––––Not filed
Oak Thistle LLC––––Not filed
Cary Street Partners Financial LLC––––Not filed
Flputnam Investment Management Co––––Not filed
American Century Companies Inc––––Not filed
VestGen Advisors, LLC––––Not filed
Grimes & Company, Inc.––––Not filed
Ingalls & Snyder LLC––––Not filed
Great Diamond Partners, LLC––––Not filed
Allred Capital Management, LLC––––Not filed
Core Wealth Partners LLC––––Not filed
Sigma Planning Corp––––Not filed
Washington Capital Management Inc––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Columbia Asset Management––––Not filed
Scotia Capital Inc.––––Not filed
Proffitt & Goodson Inc––––Not filed
Folger Nolan Fleming Douglas Capital Management, Inc––––Not filed
Wealthspire Advisors, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
Hartford Financial Management Inc.––––Not filed
One Wealth Advisors, LLC––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
KCM Investment Advisors LLC––––Not filed
Central Pacific Bank - Trust Division––––Not filed
Baldwin Investment Management, LLC––––Not filed
Milestone Asset Management Group, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Syon Capital LLC––––Not filed
Family Legacy Financial Solutions, LLC––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Mather Group, LLC.––––Not filed
Generali Investments, Management Co LLC––––Not filed
Beck Mack & Oliver LLC––––Not filed
Axq Capital, LP––––Not filed
Bull Street Advisors, LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Tower View Investment Management & Research LLC––––Not filed
Riverwater Partners LLC––––Not filed
Avestar Capital, LLC––––Not filed
Intech Investment Management LLC––––Not filed
Hartree Partners, LP––––Not filed
Sawgrass Asset Management LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
IHT Wealth Management, LLC––––Not filed
Tower Bridge Advisors––––Not filed
Rialto Wealth Management, LLC––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Investment Advisory Services Inc––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Laurel Wealth Advisors LLC––––Not filed
St. Louis Trust Co––––Not filed
City Holding Co––––Not filed
Busey Wealth Management––––Not filed
Independent Advisor Alliance––––Not filed
Resources Management Corp––––Not filed
Sage Investment Advisers LLC––––Not filed
Ledyard National Bank––––Not filed
Arkadios Wealth Advisors––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Tandem Financial, LLC––––Not filed
LVW Advisors, LLC––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Groupama Asset Managment––––Not filed
Burns J W & Co Inc––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Old National Bancorp––––Not filed
Wealth Alliance––––Not filed
First Bank & Trust––––Not filed
Harbour Investments, Inc.––––Not filed
Simmons Bank––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
1st Source Bank––––Not filed
Guggenheim Capital LLC––––Not filed
Carret Asset Management, LLC––––Not filed