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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 10,183 | $746.9K | 0.01% | +161+1.6% | Added |
| Northwest & Ethical Investments L.P. | 10,229 | $750.3K | 0.02% | −8,104−44.2% | Reduced |
| Private Wealth Asset Management, LLC | 10,264 | $752.9K | 0.07% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,301 | $756.0K | 0.35% | 00.0% | Unchanged |
| Axq Capital, LP | 10,314 | $756.5K | 0.08% | +10,314 | New |
| Beck Mack & Oliver LLC | 10,394 | $762.4K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 10,449 | $766.4K | 0.17% | +7,968+321.2% | Added |
| Mather Group, LLC. | 10,477 | $768.5K | 0.01% | +287+2.8% | Added |
| Smartleaf Asset Management LLC | 10,473 | $769.1K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10,530 | $772.4K | 0.26% | −2,253−17.6% | Reduced |
| Resonant Capital Advisors, LLC | 10,672 | $782.8K | 0.04% | +96+0.9% | Added |
| Family Legacy Financial Solutions, LLC | 10,743 | $788.0K | 0.48% | −7,876−42.3% | Reduced |
| Syon Capital LLC | 10,776 | $790.4K | 0.03% | +878+8.9% | Added |
| Mutual Advisors, LLC | 10,782 | $790.8K | 0.01% | +78+0.7% | Added |
| Milestone Asset Management Group, LLC | 10,782 | $790.9K | 0.40% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 10,790 | $791.4K | 0.08% | −150−1.4% | Reduced |
| Central Pacific Bank - Trust Division | 10,845 | $795.5K | 0.08% | −500−4.4% | Reduced |
| KCM Investment Advisors LLC | 10,917 | $800.8K | 0.02% | +3,205+41.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,965 | $804.9K | 0.00% | +245+2.3% | Added |
| OpenArc Corporate Advisory, LLC | 11,016 | $808.0K | 0.01% | +824+8.1% | Added |
| One Wealth Advisors, LLC | 11,046 | $810.2K | 0.09% | +47+0.4% | Added |
| Hartford Financial Management Inc. | 11,050 | $810.5K | 0.18% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 11,159 | $813.7K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,098 | $814.0K | 0.00% | +5,592+101.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,161 | $818.7K | 0.07% | −172−1.5% | Reduced |
| Proffitt & Goodson Inc | 11,214 | $822.5K | 0.11% | +773+7.4% | Added |
| Scotia Capital Inc. | 11,219 | $823.0K | 0.00% | −235−2.1% | Reduced |
| Columbia Asset Management | 11,226 | $823.4K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,922 | $824.4K | 0.02% | +3,654+44.2% | Added |
| Washington Capital Management Inc | 11,300 | $828.9K | 0.55% | +11,300 | New |
| Sigma Planning Corp | 11,452 | $840.0K | 0.02% | +273+2.4% | Added |
| Core Wealth Partners LLC | 11,458 | $840.4K | 0.36% | +6+0.1% | Added |
| Allred Capital Management, LLC | 11,507 | $844.0K | 0.28% | +10.0% | Added |
| Great Diamond Partners, LLC | 11,596 | $850.6K | 0.15% | +700+6.4% | Added |
| Ingalls & Snyder LLC | 11,669 | $856.0K | 0.02% | −209−1.8% | Reduced |
| Grimes & Company, Inc. | 11,743 | $861.3K | 0.02% | +80+0.7% | Added |
| VestGen Advisors, LLC | 11,746 | $861.6K | 0.03% | +941+8.7% | Added |
| American Century Companies Inc | 11,797 | $865.3K | 0.00% | −21,303−64.4% | Reduced |
| Flputnam Investment Management Co | 11,807 | $866.1K | 0.01% | −1,388−10.5% | Reduced |
| Cary Street Partners Financial LLC | 11,810 | $866.3K | 0.02% | −798−6.3% | Reduced |
| Oak Thistle LLC | 11,813 | $866.5K | 0.08% | +11,813 | New |
| Chicago Capital, LLC | 11,828 | $867.6K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 11,839 | $868.4K | 0.02% | +24+0.2% | Added |
| Rehmann Capital Advisory Group | 11,885 | $871.9K | 0.04% | −80−0.7% | Reduced |
| Private Trust Co NA | 11,892 | $872.3K | 0.07% | +24+0.2% | Added |
| Two Sigma Securities, LLC | 11,957 | $877.0K | 0.08% | −18,035−60.1% | Reduced |
| Naples Global Advisors, LLC | 11,966 | $877.7K | 0.05% | +15+0.1% | Added |
| J. Safra Sarasin Holding AG | 15,618 | $879.5K | 0.01% | 00.0% | Unchanged |
| Meridian Management Co | 12,000 | $880.2K | 0.20% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 12,017 | $881.4K | 0.17% | −29−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,020 | $881.7K | 0.01% | −685−5.4% | Reduced |
| Washington Trust Co | 12,143 | $890.7K | 0.03% | +96+0.8% | Added |
| Rothschild Investment LLC | 12,172 | $892.8K | 0.03% | +1,928+18.8% | Added |
| Savvy Advisors, Inc. | 12,232 | $897.2K | 0.02% | −195−1.6% | Reduced |
| Buckingham Strategic Partners | 12,297 | $902.0K | 0.01% | +4,571+59.2% | Added |
| Malaga Cove Capital, LLC | 12,321 | $903.7K | 0.29% | −688−5.3% | Reduced |
| Moneta Group Investment Advisors LLC | 12,396 | $909.3K | 0.01% | +727+6.2% | Added |
| Benedict Financial Advisors Inc | 12,400 | $909.6K | 0.18% | −158−1.3% | Reduced |
| Pensionmark Financial Group, LLC | 13,951 | $910.4K | 0.02% | −367−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 12,435 | $912.1K | 0.01% | +157+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,457 | $913.8K | 0.00% | +1,095+9.6% | Added |
| Means Investment Co., Inc. | 12,488 | $916.0K | 0.07% | −122−1.0% | Reduced |
| Banque Transatlantique SA | 16,989 | $916.7K | 0.02% | +847+5.2% | Added |
| Roberts Glore & Co Inc | 12,522 | $918.5K | 0.23% | −415−3.2% | Reduced |
| ELCO Management Co., LLC | 12,524 | $918.6K | 0.40% | +10+0.1% | Added |
| Estabrook Capital Management | 12,542 | $920.0K | 0.12% | −295−2.3% | Reduced |
| SHP Wealth Management | 12,560 | $921.3K | 0.06% | +1,906+17.9% | Added |
| Excalibur Management Corp | 12,565 | $921.7K | 0.30% | −21−0.2% | Reduced |
| Charter Trust Co | 12,651 | $928.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 12,674 | $929.6K | 0.02% | +74+0.6% | Added |
| Rexford Capital Inc | 12,699 | $931.5K | 0.57% | +23+0.2% | Added |
| Auto-Owners Insurance Co | 12,787 | $937.9K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 12,811 | $939.7K | 0.08% | +6,583+105.7% | Added |
| Barden Capital Management, Inc. | 12,821 | $940.4K | 0.87% | −5,656−30.6% | Reduced |
| Umb Bank N A | 12,912 | $947.1K | 0.01% | +41+0.3% | Added |
| Twinbeech Capital LP | 12,942 | $949.3K | 0.17% | −55,156−81.0% | Reduced |
| Rossmore Private Capital | 12,944 | $949.4K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,950 | $949.9K | 0.02% | −394−3.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,963 | $950.8K | 0.10% | −1,967−13.2% | Reduced |
| Harbor Advisors LLC | 13,000 | $953.5K | 0.12% | 00.0% | Unchanged |
| TCW Group Inc | 13,056 | $957.7K | 0.01% | +49+0.4% | Added |
| N.E.W. Advisory Services LLC | 13,109 | $961.6K | 0.06% | +10.0% | Added |
| HBK Sorce Advisory LLC | 14,742 | $964.6K | 0.02% | +227+1.6% | Added |
| Ausdal Financial Partners, Inc. | 13,154 | $964.9K | 0.04% | +551+4.4% | Added |
| Caldwell Trust Co | 13,182 | $966.9K | 0.08% | −315−2.3% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $969.0K | 0.56% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,211 | $969.0K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,268 | $973.2K | 0.55% | −350−2.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 13,365 | $980.0K | 0.02% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 13,381 | $981.5K | 0.27% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 13,462 | $987.4K | 0.02% | +1,182+9.6% | Added |
| Schnieders Capital Management, LLC. | 13,516 | $991.4K | 0.13% | −4,580−25.3% | Reduced |
| Montag A & Associates Inc | 13,578 | $995.9K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,655 | $1.00M | 0.02% | +483+3.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,769 | $1.01M | 0.03% | −8,051−36.9% | Reduced |
| CX Institutional | 13,771 | $1.01M | 0.03% | −275−2.0% | Reduced |
| Texas Bank & Trust Co | 13,787 | $1.01M | 0.33% | +611+4.6% | Added |
| Fifth Third Wealth Advisors LLC | 13,859 | $1.02M | 0.03% | +2,519+22.2% | Added |
| Lipe & Dalton | 13,962 | $1.02M | 0.48% | −333−2.3% | Reduced |
| Trueblood Wealth Management, LLC | 13,997 | $1.03M | 0.36% | +25+0.2% | Added |