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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 14,068 | $1.03M | 0.09% | −6,423−31.3% | Reduced |
| Lakewood Asset Management LLC | 14,162 | $1.04M | 0.57% | +1,072+8.2% | Added |
| Hartline Investment Corp | 14,184 | $1.04M | 0.09% | −90−0.6% | Reduced |
| Sivia Capital Partners, LLC | 14,259 | $1.05M | 0.13% | 00.0% | Unchanged |
| Wendell David Associates Inc | 14,286 | $1.05M | 0.11% | −134−0.9% | Reduced |
| Ar Asset Management Inc | 14,300 | $1.05M | 0.19% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 14,463 | $1.06M | 0.12% | +388+2.8% | Added |
| Fortress Private Ledger, LLC | 14,483 | $1.06M | 0.29% | +7,038+94.5% | Added |
| Prime Capital Investment Advisors, LLC | 14,494 | $1.06M | 0.01% | +450+3.2% | Added |
| Edgestream Partners, L.P. | 14,549 | $1.07M | 0.03% | +14,549 | New |
| Kraematon Investment Advisors, Inc | 14,643 | $1.07M | 0.80% | −89−0.6% | Reduced |
| Westhampton Capital, LLC | 14,667 | $1.08M | 0.45% | −150−1.0% | Reduced |
| Vestcor Inc | 14,728 | $1.08M | 0.03% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 14,738 | $1.08M | 0.48% | +14,098+2,202.8% | Added |
| Prescott Group Capital Management, L.L.C. | 14,867 | $1.09M | 0.09% | 00.0% | Unchanged |
| Everett Harris & Co | 14,888 | $1.09M | 0.01% | +750+5.3% | Added |
| Summit Financial, LLC | 14,958 | $1.10M | 0.01% | +532+3.7% | Added |
| Landmark Wealth Management, LLC | 15,010 | $1.10M | 0.26% | +3,000+25.0% | Added |
| Quotient Wealth Partners, LLC | 15,039 | $1.10M | 0.03% | +314+2.1% | Added |
| Kingsview Wealth Management, LLC | 15,074 | $1.11M | 0.01% | −29−0.2% | Reduced |
| AE Wealth Management LLC | 15,105 | $1.11M | 0.01% | +2,250+17.5% | Added |
| Coldstream Capital Management Inc | 15,198 | $1.11M | 0.01% | +1,851+13.9% | Added |
| Soltis Investment Advisors LLC | 15,338 | $1.13M | 0.06% | +961+6.7% | Added |
| Prudential PLC | 15,479 | $1.14M | 0.01% | −30,818−66.6% | Reduced |
| ING Groep NV | 15,494 | $1.14M | 0.01% | +15,494 | New |
| Romano Brothers and Company | 15,607 | $1.14M | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 15,631 | $1.15M | 0.02% | −10−0.1% | Reduced |
| Trust Co of Toledo NA | 15,664 | $1.15M | 0.10% | +508+3.4% | Added |
| Jacobi Capital Management LLC | 15,721 | $1.15M | 0.06% | −961−5.8% | Reduced |
| Farmers & Merchants Investments Inc | 15,943 | $1.17M | 0.03% | −119−0.7% | Reduced |
| First Manhattan Co | 15,965 | $1.17M | 0.00% | −1,440−8.3% | Reduced |
| Sciencast Management LP | 16,137 | $1.18M | 0.25% | +16,137 | New |
| Equitable Holdings, Inc. | 16,294 | $1.20M | 0.01% | +956+6.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 16,323 | $1.20M | 0.13% | +197+1.2% | Added |
| ExodusPoint Capital Management, LP | 16,349 | $1.20M | 0.01% | −301,042−94.8% | Reduced |
| Salem Investment Counselors Inc | 16,445 | $1.21M | 0.03% | −200−1.2% | Reduced |
| Chicago Trust Co NA | 16,520 | $1.21M | 0.18% | +502+3.1% | Added |
| Parallel Advisors, LLC | 16,587 | $1.22M | 0.02% | +1,224+8.0% | Added |
| Arwa LLC | 17,570 | $1.22M | 0.51% | +6,714+61.8% | Added |
| Evergreen Capital Management LLC | 16,640 | $1.22M | 0.02% | +1,080+6.9% | Added |
| RMB Capital Management, LLC | 16,727 | $1.23M | 0.02% | +677+4.2% | Added |
| Headinvest, LLC | 16,782 | $1.23M | 0.23% | −326−1.9% | Reduced |
| Wedmont Private Capital | 17,840 | $1.24M | 0.03% | +488+2.8% | Added |
| North Star Investment Management Corp. | 16,879 | $1.24M | 0.07% | +15+0.1% | Added |
| Nicolet Bankshares Inc | 17,710 | $1.25M | 0.04% | −609−3.3% | Reduced |
| Home Federal Bank of Tennessee | 17,172 | $1.26M | 0.27% | +300+1.8% | Added |
| Horizon Investments, LLC | 17,243 | $1.26M | 0.01% | −1,313−7.1% | Reduced |
| Signaturefd, LLC | 17,232 | $1.26M | 0.02% | +534+3.2% | Added |
| Global Retirement Partners, LLC | 17,289 | $1.27M | 0.02% | +17,289 | New |
| Bluebird Wealth Management LLC | 17,367 | $1.27M | 1.10% | +17,367 | New |
| Quadrant Capital Group LLC | 17,420 | $1.28M | 0.04% | −232−1.3% | Reduced |
| Burling Wealth Partners, LLC | 17,425 | $1.28M | 0.19% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 17,433 | $1.28M | 0.55% | +17,433 | New |
| Canada Post Corp Registered Pension Plan | 17,464 | $1.28M | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 17,509 | $1.28M | 0.02% | +9,044+106.8% | Added |
| Tema ETFs LLC | 17,567 | $1.29M | 0.04% | +1,595+10.0% | Added |
| Verdence Capital Advisors LLC | 17,708 | $1.30M | 0.07% | −1,140−6.0% | Reduced |
| Balyasny Asset Management LLC | 17,711 | $1.30M | 0.00% | +5,984+51.0% | Added |
| Crestwood Advisors Group LLC | 17,778 | $1.30M | 0.02% | +1,168+7.0% | Added |
| Birch Hill Investment Advisors LLC | 17,891 | $1.31M | 0.05% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 19,184 | $1.31M | 0.74% | +2,540+15.3% | Added |
| Choate Investment Advisors | 18,058 | $1.32M | 0.02% | −490−2.6% | Reduced |
| V-Square Quantitative Management LLC | 18,087 | $1.33M | 0.13% | +910+5.3% | Added |
| Ritholtz Wealth Management | 18,167 | $1.33M | 0.02% | +1,572+9.5% | Added |
| Garrison Point Advisors, LLC | 18,415 | $1.35M | 0.55% | −140−0.8% | Reduced |
| Brighton Jones LLC | 18,433 | $1.35M | 0.03% | +945+5.4% | Added |
| Warren Averett Asset Management, LLC | 18,518 | $1.36M | 0.01% | −237−1.3% | Reduced |
| Wahed Invest LLC | 18,583 | $1.36M | 0.14% | −1,455−7.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,593 | $1.36M | 0.30% | +18,593 | New |
| Burney Co | 18,615 | $1.37M | 0.04% | −11,994−39.2% | Reduced |
| Patten & Patten Inc | 18,626 | $1.37M | 0.07% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 18,918 | $1.39M | 0.49% | −78−0.4% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 18,963 | $1.39M | 0.05% | −1,283−6.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.39M | 0.22% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 19,033 | $1.40M | 0.76% | −310−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,189 | $1.41M | 0.01% | +3,131+19.5% | Added |
| Principal Securities, Inc. | 19,190 | $1.41M | 0.02% | −3,281−14.6% | Reduced |
| Integrity Alliance, LLC. | 19,374 | $1.42M | 0.04% | +10,975+130.7% | Added |
| Elo Mutual Pension Insurance Co | 19,390 | $1.42M | 0.02% | +19,390 | New |
| Securian Asset Management, Inc | 20,747 | $1.43M | 0.05% | −567−2.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,688 | $1.44M | 0.02% | +2,180+12.5% | Added |
| SummitTX Capital, L.P. | 19,864 | $1.46M | 0.04% | +19,864 | New |
| Ballentine Partners, LLC | 20,060 | $1.47M | 0.02% | +2,930+17.1% | Added |
| Hunter Associates Investment Management LLC | 20,129 | $1.48M | 0.17% | −670−3.2% | Reduced |
| Woodstock Corp | 20,164 | $1.48M | 0.12% | −872−4.1% | Reduced |
| Miracle Mile Advisors, LLC | 20,200 | $1.48M | 0.02% | −3,117−13.4% | Reduced |
| NewEdge Wealth, LLC | 20,231 | $1.48M | 0.01% | +1,437+7.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 20,257 | $1.49M | 0.13% | +80.0% | Added |
| BKD Wealth Advisors, LLC | 20,336 | $1.49M | 0.02% | +155+0.8% | Added |
| Holderness Investments Co | 20,360 | $1.49M | 0.25% | +810+4.1% | Added |
| Essex Investment Management Co LLC | 20,458 | $1.50M | 0.20% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 20,473 | $1.50M | 0.10% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 20,479 | $1.50M | 0.74% | −139−0.7% | Reduced |
| Davy Global Fund Management Ltd | 20,506 | $1.50M | 0.10% | +20,506 | New |
| Apollon Wealth Management, LLC | 20,536 | $1.51M | 0.02% | +463+2.3% | Added |
| Penobscot Investment Management Company, Inc. | 20,565 | $1.51M | 0.10% | −90−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,569 | $1.51M | 0.09% | −309−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 20,627 | $1.51M | 0.02% | +5,078+32.7% | Added |
| Verition Fund Management LLC | 20,659 | $1.52M | 0.01% | −58,288−73.8% | Reduced |
| Greenleaf Trust | 20,826 | $1.53M | 0.01% | +238+1.2% | Added |