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Livermore
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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, Q2 2026

Institutional positions in Carrier Global Corp as of Jun 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

Institutional holders
1,654
+173 vs. Q1 2026
Shares held
726.3M
+7.74M (+1.1%) vs. Q1 2026
Total value
$53.1B
+$12.8B (+31.7%) vs. Q1 2026
New holders
249
568 more added
Sold out
76
557 more reduced

21 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,654 institutions
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 heldQ2 2026: $53.1B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2026.

Institutions holding CARR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Raleigh Capital Management Inc.0$120.00%0Unchanged
Kingdom Financial Group LLC.1$710.00%00.0%Unchanged
BNP Paribas1$730.00%+1New
Beaird Harris Wealth Management, LLC4$2940.00%00.0%Unchanged
Maryland Capital Advisors Inc.4$2940.00%+4New
POM Investment Strategies, LLC5$3670.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.5$3670.00%+5New
Albion Financial Group7$5140.00%00.0%Unchanged
Fairman Group, LLC8$5870.00%00.0%Unchanged
Core Capital Management & Research, inc.10$6040.00%+10New
Hilton Head Capital Partners, LLC9$6600.00%−52−85.2%Reduced
Minot DeBlois Advisors LLC10$7340.00%00.0%Unchanged
Lummis Asset Management, LP10$7340.00%+10New
DecisionPoint Financial, LLC11$7930.00%+7+175.0%Added
Allied Private Wealth LLC13$8670.00%+13New
Anchor Bay Capital, Inc.15$9520.00%+15New
Catherine Avery Investment Management LLC13$9540.00%00.0%Unchanged
Elequin Capital LP14$1.03K0.00%+14New
Financial Network Wealth Advisors LLC14$1.03K0.00%+14New
CBIZ Investment Advisory Services, LLC19$1.07K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.10K0.00%+15New
Caitong International Asset Management Co., Ltd17$1.25K0.00%−5,571−99.7%Reduced
Rakuten Securities, Inc.18$1.32K0.00%−12−40.0%Reduced
Gilpin Wealth Management, LLC20$1.47K0.00%00.0%Unchanged
Luminist Capital LLC21$1.54K0.00%+21New
1015 Capital Partners, LLC22$1.61K0.00%+2+10.0%Added
Phillip James Consulting Co.22$1.61K0.00%00.0%Unchanged
IMG Wealth Management, Inc.22$1.61K0.00%+22New
Torren Management, LLC22$1.64K0.00%00.0%Unchanged
Marquette Asset Management, LLC23$1.69K0.00%+9+64.3%Added
Game Plan Financial Advisors, LLC24$1.76K0.00%00.0%Unchanged
American National Bank24$1.76K0.00%+24New
Fairscale Capital, LLC25$1.83K0.00%00.0%Unchanged
Ameriflex Group, Inc.25$1.83K0.00%+16+177.8%Added
Stone House Investment Management, LLC27$1.97K0.00%00.0%Unchanged
Burk Holdings LLC27$1.98K0.00%00.0%Unchanged
Atlas Capital Advisors LLC28$2.05K0.00%−2,700−99.0%Reduced
Retirement Wealth Solutions LLC29$2.13K0.00%+16+123.1%Added
Imprint Wealth LLC30$2.20K0.01%−25−45.5%Reduced
Bare Financial Services, Inc33$2.42K0.00%+11+50.0%Added
Fourth Dimension Wealth, LLC38$2.79K0.00%+38New
Asset Planning,Inc41$3.01K0.00%00.0%Unchanged
HFM Investment Advisors, LLC41$3.01K0.00%+26+173.3%Added
Battery Global Advisors, LLC44$3.23K0.00%00.0%Unchanged
Premier Financial Group44$3.23K0.00%+44New
Aspect Partners, LLC46$3.37K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A47$3.45K0.00%00.0%Unchanged
Valued Wealth Advisors LLC47$3.45K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC48$3.52K0.00%+48New
Holos Integrated Wealth LLC52$3.57K0.00%−68−56.7%Reduced
Whipplewood Advisors, LLC50$3.67K0.00%−109−68.6%Reduced
Pacific Center for Financial Services50$3.67K0.00%00.0%Unchanged
NBH Bank50$3.67K0.00%+50New
Sankala Group LLC63$3.85K0.00%00.0%Unchanged
Redwood Park Advisors LLC53$3.89K0.00%00.0%Unchanged
Evolution Wealth Management Inc.53$3.89K0.00%+53New
PFS Partners, LLC54$3.93K0.00%+1+1.9%Added
J.Safra Asset Management Corp54$3.96K0.00%00.0%Unchanged
Pinney & Scofield, Inc.54$3.99K0.00%00.0%Unchanged
Navigoe, LLC66$4.00K0.00%+16+32.0%Added
Godfrey Financial Associates, Inc.57$4.18K0.00%−17−23.0%Reduced
Byrne Asset Management LLC58$4.25K0.00%−22−27.5%Reduced
Park Place Capital Corp61$4.47K0.00%−4−6.2%Reduced
Plante Moran Financial Advisors, LLC62$4.55K0.00%−275−81.6%Reduced
Graney & King, LLC63$4.61K0.00%00.0%Unchanged
Arlington Trust Co LLC63$4.62K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC63$4.62K0.00%+9+16.7%Added
Aventura Private Wealth, LLC65$4.77K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.68$4.99K0.00%−92−57.5%Reduced
TSFG, LLC70$5.00K0.00%+70New
MJT & Associates Financial Advisory Group, Inc.69$5.06K0.00%−74−51.7%Reduced
Axiom Investment Management LLC70$5.13K0.00%+70New
PlanVest Financial, Inc74$5.46K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC75$5.50K0.00%00.0%Unchanged
Hollencrest Capital Management76$5.61K0.00%00.0%Unchanged
GGM Financials LLC78$5.71K0.00%00.0%Unchanged
United Financial Planning Group LLC79$5.79K0.00%00.0%Unchanged
Triumph Capital Management79$5.79K0.00%+3+3.9%Added
West Paces Advisors Inc.79$5.79K0.00%+79New
Westfuller Advisors, LLC79$5.81K0.00%−30−27.5%Reduced
Prosperity Bancshares Inc80$5.87K0.00%−50−38.5%Reduced
Caitlin John, LLC81$5.92K0.00%+1+1.3%Added
Strengthening Families & Communities, LLC81$5.94K0.00%+7+9.5%Added
Hughes Financial Services, LLC81$5.94K0.00%+39+92.9%Added
Quest 10 Wealth Builders, Inc.87$6.38K0.00%00.0%Unchanged
Millstone Evans Group, LLC88$6.46K0.00%+19+27.5%Added
Bullseye Investment Management, LLC90$6.60K0.00%00.0%Unchanged
Dunhill Financial, LLC90$6.63K0.00%−6−6.3%Reduced
Darwin Advisors, LLC91$6.75K0.00%00.0%Unchanged
Sfam, LLC100$7.33K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC100$7.33K0.01%00.0%Unchanged
Newton One Investments LLC100$7.33K0.00%+100New
Planning Strategies Inc.100$7.33K0.00%+100New
Markowski Investments100$7.33K0.00%+100New
Financial Gravity Companies, Inc.101$7.41K0.00%+101New
Y.D. More Investments Ltd30,266$7.46K0.00%+1,439+5.0%Added
Dogwood Wealth Management LLC105$7.70K0.00%+12+12.9%Added
Compass Financial Management LLC113$7.71K0.00%+113New
Providence Capital Advisors, LLC108$7.92K0.00%−129,600−99.9%Reduced