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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 66,600 | $4.89M | 0.17% | −13,400−16.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 74,243 | $5.03M | 0.13% | +3,379+4.8% | Added |
| Nomura Holdings Inc | 69,075 | $5.07M | 0.02% | +35,591+106.3% | Added |
| AIA Group Ltd | 69,221 | $5.08M | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 71,737 | $5.26M | 0.07% | −23,346−24.6% | Reduced |
| Atria Investments LLC | 72,514 | $5.32M | 0.05% | −13,744−15.9% | Reduced |
| Fayez Sarofim & Co | 73,785 | $5.41M | 0.01% | −920−1.2% | Reduced |
| Havemeyer Place LP | 74,552 | $5.47M | 0.54% | +74,552 | New |
| Rafferty Asset Management, LLC | 75,507 | $5.54M | 0.01% | +24,345+47.6% | Added |
| BW Gestao de Investimentos Ltda. | 75,744 | $5.56M | 0.13% | +75,744 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 75,843 | $5.56M | 0.01% | −2,277−2.9% | Reduced |
| Soviero Asset Management, LP | 76,000 | $5.57M | 2.70% | +7,000+10.1% | Added |
| Gamco Investors, Inc. Et Al | 76,120 | $5.58M | 0.05% | −13,810−15.4% | Reduced |
| State of Alaska, Department of Revenue | 76,499 | $5.61M | 0.06% | −1,512−1.9% | Reduced |
| Empowered Funds, LLC | 78,067 | $5.73M | 0.03% | +12,234+18.6% | Added |
| HRT Financial LP | 78,334 | $5.75M | 0.01% | +78,334 | New |
| Regions Financial Corp | 78,520 | $5.76M | 0.03% | −12,450−13.7% | Reduced |
| Allstate Corp | 78,882 | $5.79M | 0.06% | +1,124+1.4% | Added |
| HM Payson & Co | 78,886 | $5.79M | 0.08% | −5,420−6.4% | Reduced |
| Stephens Inc | 79,500 | $5.83M | 0.07% | −575−0.7% | Reduced |
| Bank of Nova Scotia | 80,337 | $5.89M | 0.01% | −27,152−25.3% | Reduced |
| Mutual of America Capital Management LLC | 80,484 | $5.90M | 0.06% | −3,107−3.7% | Reduced |
| AdvisorNet Financial, Inc | 80,587 | $5.91M | 0.27% | −951−1.2% | Reduced |
| Waratah Capital Advisors Ltd. | 81,468 | $5.98M | 0.46% | +81,468 | New |
| Yousif Capital Management, LLC | 81,547 | $5.98M | 0.07% | −5,768−6.6% | Reduced |
| Letson Investment Management, Inc. | 82,658 | $6.06M | 2.22% | +80.0% | Added |
| GWM Advisors LLC | 82,670 | $6.06M | 0.02% | +25,150+43.7% | Added |
| Edentree Asset Management Ltd | 83,000 | $6.08M | 1.85% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 83,049 | $6.09M | 0.03% | +9,276+12.6% | Added |
| OP Asset Management Ltd | 83,667 | $6.14M | 0.07% | +6,338+8.2% | Added |
| Federation des caisses Desjardins du Quebec | 85,171 | $6.25M | 0.02% | +18,127+27.0% | Added |
| Nordea Investment Management AB | 84,874 | $6.29M | 0.01% | +4,598+5.7% | Added |
| Clifford Swan Investment Counsel LLC | 86,123 | $6.32M | 0.20% | −1,455−1.7% | Reduced |
| Macquarie Group Ltd | 86,610 | $6.34M | 0.03% | +6,538+8.2% | Added |
| Boothbay Fund Management, LLC | 86,529 | $6.35M | 0.12% | +32,761+60.9% | Added |
| American Trust Investment Advisors, LLC | 86,636 | $6.35M | 3.14% | −525−0.6% | Reduced |
| UniSuper Management Pty Ltd | 86,766 | $6.36M | 0.03% | +13,694+18.7% | Added |
| Manning & Napier Advisors LLC | 86,813 | $6.37M | 0.08% | +73,321+543.4% | Added |
| Riverview Capital Advisers, LLC | 87,979 | $6.45M | 1.85% | −21,153−19.4% | Reduced |
| Wesleyan Assurance Society | 88,200 | $6.46M | 0.33% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 88,463 | $6.49M | 0.67% | −136−0.2% | Reduced |
| Tufton Capital Management | 88,589 | $6.50M | 1.09% | −1,496−1.7% | Reduced |
| McMillan Office, Inc. | 88,809 | $6.51M | 0.75% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 89,737 | $6.58M | 0.01% | +3,765+4.4% | Added |
| Pegasus Asset Management, Inc. | 90,967 | $6.67M | 1.90% | +1,476+1.6% | Added |
| Meyer Handelman Co | 92,400 | $6.78M | 0.19% | −5,590−5.7% | Reduced |
| Callan Family Office, LLC | 92,431 | $6.78M | 0.13% | +2,750+3.1% | Added |
| Gluskin Sheff & Assoc Inc | 92,487 | $6.78M | 1.04% | +56,687+158.3% | Added |
| Douglass Winthrop Advisors, LLC | 93,538 | $6.86M | 0.12% | −1,163−1.2% | Reduced |
| Credit Agricole S A | 93,665 | $6.87M | 0.02% | +14,399+18.2% | Added |
| Jefferies Financial Group Inc. | 94,063 | $6.90M | 0.06% | −43,717−31.7% | Reduced |
| South Dakota Investment Council | 94,081 | $6.90M | 0.12% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 95,979 | $7.04M | 0.08% | +6,000+6.7% | Added |
| IFP Advisors, Inc | 96,934 | $7.11M | 0.13% | −16,551−14.6% | Reduced |
| Waters Parkerson & Co., LLC | 97,276 | $7.14M | 0.35% | +2,925+3.1% | Added |
| Public Employees Retirement Association of Colorado | 97,739 | $7.17M | 0.02% | −492−0.5% | Reduced |
| Wealthfront Advisers LLC | 97,737 | $7.17M | 0.01% | +4,995+5.4% | Added |
| Geneos Wealth Management Inc. | 98,109 | $7.20M | 0.15% | −3,277−3.2% | Reduced |
| Blair William & Co | 98,482 | $7.22M | 0.02% | +2,479+2.6% | Added |
| Fiduciary Trust Co | 99,280 | $7.28M | 0.08% | −2,551−2.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | $7.33M | 0.05% | −29,300−22.7% | Reduced |
| Nissay Asset Management Corp | 100,534 | $7.37M | 0.03% | +3,062+3.1% | Added |
| Lighthouse Investment Partners, LLC | 100,984 | $7.41M | 0.23% | +100,984 | New |
| D.A. Davidson & Co. | 102,141 | $7.49M | 0.04% | −2,982−2.8% | Reduced |
| Storebrand Asset Management AS | 102,339 | $7.51M | 0.02% | +11,758+13.0% | Added |
| Candriam Luxembourg S.C.A. | 102,505 | $7.51M | 0.03% | −101,443−49.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,632 | $7.53M | 0.05% | +1,213+1.2% | Added |
| Baird Financial Group, Inc. | 103,184 | $7.57M | 0.01% | −19,334−15.8% | Reduced |
| Crescent Grove Advisors, LLC | 104,675 | $7.68M | 0.65% | +440.0% | Added |
| Connecticut Wealth Management, LLC | 104,814 | $7.69M | 0.28% | −3,539−3.3% | Reduced |
| Hall Laurie J Trustee | 105,355 | $7.73M | 2.40% | +145+0.1% | Added |
| Ethic Inc. | 105,396 | $7.73M | 0.10% | +13,190+14.3% | Added |
| New York Life Investment Management LLC | 108,956 | $7.99M | 0.06% | −8,214−7.0% | Reduced |
| Truist Financial Corp | 109,632 | $8.04M | 0.01% | −1,763−1.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 110,107 | $8.08M | 0.02% | +628+0.6% | Added |
| Mandatum Life Insurance Co Ltd | 111,157 | $8.15M | 1.51% | 00.0% | Unchanged |
| Close Asset Management Ltd | 111,504 | $8.17M | 0.22% | −940−0.8% | Reduced |
| British Columbia Investment Management Corp | 112,704 | $8.27M | 0.05% | +8,221+7.9% | Added |
| CIBC World Markets Inc. | 113,395 | $8.32M | 0.01% | +77,000+211.6% | Added |
| Brown Brothers Harriman & Co | 113,812 | $8.35M | 0.04% | +9,465+9.1% | Added |
| Assenagon Asset Management S.A. | 114,739 | $8.42M | 0.01% | +84,165+275.3% | Added |
| Sagefield Capital LP | 115,568 | $8.48M | 0.63% | −29,395−20.3% | Reduced |
| Weiss Asset Management LP | 115,842 | $8.50M | 0.10% | +115,842 | New |
| Police & Firemen's Retirement System of New Jersey | 116,812 | $8.57M | 0.06% | −4,624−3.8% | Reduced |
| Utah Retirement Systems | 118,560 | $8.70M | 0.08% | −9,038−7.1% | Reduced |
| Voya Investment Management LLC | 118,607 | $8.70M | 0.01% | −5,661−4.6% | Reduced |
| Jupiter Topco LLC | 119,219 | $8.74M | 0.00% | +119,219 | New |
| ProShare Advisors LLC | 119,648 | $8.78M | 0.01% | +5,301+4.6% | Added |
| HITE Hedge Asset Management LLC | 120,378 | $8.83M | 0.48% | +120,378 | New |
| MAI Capital Management | 122,436 | $8.98M | 0.03% | +57,343+88.1% | Added |
| Capital Management Corp | 124,984 | $9.17M | 1.38% | +14,547+13.2% | Added |
| JustInvest LLC | 125,158 | $9.18M | 0.08% | +22,873+22.4% | Added |
| Ofi Invest Asset Management | 141,556 | $9.19M | 0.09% | +8,468+6.4% | Added |
| Rakuten Investment Management, Inc. | 126,039 | $9.26M | 0.03% | +10,817+9.4% | Added |
| Captrust Financial Advisors | 126,886 | $9.31M | 0.01% | +3,982+3.2% | Added |
| SG Americas Securities, LLC | 127,691 | $9.37M | 0.01% | +13,648+12.0% | Added |
| NEOS Investment Management LLC | 128,243 | $9.41M | 0.03% | +15,309+13.6% | Added |
| First Trust Advisors LP | 128,761 | $9.44M | 0.01% | −307,402−70.5% | Reduced |
| Brevan Howard Capital Management LP | 129,967 | $9.53M | 0.13% | +129,967 | New |
| Public Sector Pension Investment Board | 130,293 | $9.56M | 0.03% | +282+0.2% | Added |