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 |
|---|---|---|---|---|---|
| Guidance Capital, Inc | 22,031 | $1.53M | 0.33% | +77+0.4% | Added |
| CAPROCK Group, Inc. | 20,972 | $1.54M | 0.03% | +11,991+133.5% | Added |
| Central Trust Co | 21,018 | $1.54M | 0.03% | −761−3.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 21,018 | $1.54M | 0.01% | +466+2.3% | Added |
| Curbstone Financial Management Corp | 21,128 | $1.55M | 0.26% | +30+0.1% | Added |
| Wellington Management Group LLP | 21,185 | $1.55M | 0.00% | +1,331+6.7% | Added |
| Harmony Asset Management LLC | 21,257 | $1.56M | 0.42% | −950−4.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 21,307 | $1.56M | 0.23% | −1,400−6.2% | Reduced |
| Everence Capital Management Inc | 21,394 | $1.57M | 0.08% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 21,429 | $1.57M | 0.80% | −162−0.8% | Reduced |
| Principle Wealth Partners LLC | 21,648 | $1.59M | 0.08% | −3,716−14.7% | Reduced |
| Bollard Group LLC | 21,793 | $1.60M | 0.05% | +74+0.3% | Added |
| Bridges Investment Management Inc | 21,841 | $1.60M | 0.02% | +1,231+6.0% | Added |
| Osmosis Investment Management UK Ltd | 21,923 | $1.61M | 0.07% | −37,164−62.9% | Reduced |
| First Heartland Consultants, Inc. | 21,939 | $1.61M | 0.10% | −5,957−21.4% | Reduced |
| IMC-Chicago, LLC | 21,960 | $1.61M | 0.01% | +21,960 | New |
| AMG National Trust Bank | 22,028 | $1.62M | 0.03% | −19,035−46.4% | Reduced |
| Arvest Investments, Inc. | 22,082 | $1.62M | 0.20% | +2,147+10.8% | Added |
| Elevatus Welath Management | 22,218 | $1.63M | 0.40% | +22,218 | New |
| Beese Fulmer Investment Management, Inc. | 22,219 | $1.63M | 0.09% | +121+0.5% | Added |
| Ameritas Advisory Services, LLC | 22,256 | $1.63M | 0.03% | +22,256 | New |
| Farther Finance Advisors, LLC | 22,325 | $1.64M | 0.01% | +1,254+6.0% | Added |
| Crews Bank & Trust | 22,459 | $1.65M | 0.22% | −105−0.5% | Reduced |
| Citizens Financial Group Inc | 22,637 | $1.66M | 0.02% | +1,658+7.9% | Added |
| Johnson Investment Counsel Inc | 22,693 | $1.66M | 0.01% | −2,353−9.4% | Reduced |
| Moors & Cabot, Inc. | 22,764 | $1.67M | 0.06% | −196−0.9% | Reduced |
| Souders Financial Advisors | 23,026 | $1.69M | 0.17% | −918−3.8% | Reduced |
| Massachusetts Wealth Management | 23,110 | $1.70M | 0.65% | +375+1.6% | Added |
| Carnegie Capital Asset Management, LLC | 23,291 | $1.71M | 0.03% | −2,417−9.4% | Reduced |
| Glenview Trust Co | 23,318 | $1.71M | 0.02% | −1,934−7.7% | Reduced |
| North Dakota State Investment Board | 23,345 | $1.71M | 0.07% | +601+2.6% | Added |
| MUFG Securities Americas Inc. | 23,515 | $1.72M | 0.09% | +1,775+8.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,637 | $1.73M | 0.06% | −3,500−12.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,029 | $1.76M | 0.04% | −118−0.5% | Reduced |
| Ridgewood Investments LLC | 24,063 | $1.77M | 0.66% | +2,751+12.9% | Added |
| TD Private Client Wealth LLC | 24,126 | $1.77M | 0.03% | −3,068−11.3% | Reduced |
| Banque Cantonale Vaudoise | 24,272 | $1.78M | 0.07% | +1,637+7.2% | Added |
| Brookfield Asset Management Inc. | 24,271 | $1.78M | 0.00% | −6,541−21.2% | Reduced |
| Flow Traders U.S. LLC | 24,360 | $1.79M | 0.07% | +13,419+122.6% | Added |
| Meeder Advisory Services, Inc. | 24,511 | $1.80M | 0.07% | +236+1.0% | Added |
| IMA Wealth, Inc. | 24,610 | $1.81M | 0.11% | −745−2.9% | Reduced |
| Modera Wealth Management, LLC | 24,657 | $1.81M | 0.02% | −276−1.1% | Reduced |
| Kinneret Advisory, LLC | 24,729 | $1.81M | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 24,912 | $1.83M | 0.26% | +241+1.0% | Added |
| Clearstead Advisors, LLC | 24,989 | $1.83M | 0.02% | −212−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,032 | $1.84M | 0.02% | −108−0.4% | Reduced |
| Clarus Wealth Advisors | 27,744 | $1.85M | 0.71% | +978+3.7% | Added |
| Concurrent Investment Advisors, LLC | 25,267 | $1.85M | 0.02% | +986+4.1% | Added |
| Benjamin Edwards Inc | 25,370 | $1.86M | 0.02% | −744−2.8% | Reduced |
| Stance Capital LLC | 25,385 | $1.86M | 0.57% | +418+1.7% | Added |
| Bryn Mawr Trust Co | 25,418 | $1.86M | 0.04% | +1,623+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,510 | $1.87M | 0.02% | +481+1.9% | Added |
| Simplicity Wealth,LLC | 25,557 | $1.87M | 0.06% | +25,557 | New |
| Systematic Alpha Investments, LLC | 25,789 | $1.89M | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 26,396 | $1.94M | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 26,874 | $1.97M | 0.34% | +26,874 | New |
| Cullinan Associates Inc | 27,045 | $1.98M | 0.15% | −1,655−5.8% | Reduced |
| Van Hulzen Asset Management, LLC | 27,162 | $1.99M | 0.14% | −58−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 27,373 | $2.01M | 0.02% | −4,125−13.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,773 | $2.04M | 0.04% | +1,878+7.3% | Added |
| Raiffeisen Bank International AG | 27,896 | $2.05M | 0.02% | −1,100−3.8% | Reduced |
| Capital Group Private Client Services, Inc. | 27,954 | $2.05M | 0.03% | −2,808−9.1% | Reduced |
| Hemenway Trust Co LLC | 28,109 | $2.06M | 0.14% | −110,250−79.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,406 | $2.08M | 0.03% | −106−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,930 | $2.12M | 0.07% | +2,886+11.1% | Added |
| Empirical Finance, LLC | 29,054 | $2.13M | 0.09% | +893+3.2% | Added |
| Bessemer Group Inc | 29,462 | $2.16M | 0.00% | +1,879+6.8% | Added |
| Nilsine Partners, LLC | 29,804 | $2.19M | 0.15% | +29,804 | New |
| Whittier Trust Co | 31,350 | $2.20M | 0.02% | −964−3.0% | Reduced |
| Wedbush Securities Inc | 29,996 | $2.20M | 0.06% | −405−1.3% | Reduced |
| Somerville Kurt F | 30,105 | $2.21M | 0.53% | −13,270−30.6% | Reduced |
| Integrated Wealth Concepts LLC | 30,124 | $2.21M | 0.01% | +4,767+18.8% | Added |
| Resources Investment Advisors, LLC. | 30,288 | $2.22M | 0.02% | +1,296+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 30,424 | $2.23M | 0.03% | −4,459−12.8% | Reduced |
| MUFG Securities EMEA plc | 30,559 | $2.24M | 0.02% | −1,652−5.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 30,793 | $2.26M | 0.02% | +2,795+10.0% | Added |
| Metis Global Partners, LLC | 30,821 | $2.26M | 0.05% | +2,802+10.0% | Added |
| Econ Financial Services Corp | 30,863 | $2.26M | 1.06% | +30,863 | New |
| Broad Peak Investment Advisers Pte Ltd | 31,400 | $2.30M | 0.42% | +31,400 | New |
| Cunning Capital Partners, LP | 31,613 | $2.32M | 0.94% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 32,139 | $2.36M | 0.05% | +204+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 32,141 | $2.36M | 0.00% | −5,632−14.9% | Reduced |
| Lee Danner & Bass Inc | 32,461 | $2.38M | 0.14% | −154−0.5% | Reduced |
| Dockside LLC | 32,496 | $2.38M | 0.56% | +32,496 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 32,601 | $2.39M | 1.52% | +6,513+25.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,731 | $2.40M | 0.06% | +13,950+74.3% | Added |
| Advisory Services Network, LLC | 32,987 | $2.42M | 0.03% | +6,952+26.7% | Added |
| Goelzer Investment Management, Inc. | 33,156 | $2.43M | 0.11% | −163−0.5% | Reduced |
| Park Avenue Securities LLC | 34,062 | $2.50M | 0.02% | −1,125−3.2% | Reduced |
| Diversified Trust Co | 34,061 | $2.50M | 0.04% | +15,603+84.5% | Added |
| Vise Technologies, Inc. | 34,332 | $2.52M | 0.03% | +12,179+55.0% | Added |
| Whittier Trust Co of Nevada Inc | 37,134 | $2.55M | 0.05% | −2,709−6.8% | Reduced |
| Allianz Asset Management GmbH | 34,974 | $2.57M | 0.00% | −10,982−23.9% | Reduced |
| Hancock Whitney Corp | 35,418 | $2.60M | 0.04% | −16,045−31.2% | Reduced |
| E. Ohman J:or Asset Management AB | 35,534 | $2.61M | 0.06% | +9,700+37.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 36,039 | $2.64M | 0.10% | −1,129−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 36,045 | $2.64M | 0.02% | +27,015+299.2% | Added |
| Perigon Wealth Management, LLC | 36,068 | $2.65M | 0.04% | +605+1.7% | Added |
| Allianz SE | 36,084 | $2.65M | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 36,272 | $2.66M | 0.13% | −3,165−8.0% | Reduced |