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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 1,825,329 | $133.9M | 0.62% | +764,906+72.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,863,857 | $136.7M | 0.08% | +106,987+6.1% | Added |
| Fiduciary Management Inc | 1,923,538 | $141.1M | 2.01% | −1,643,851−46.1% | Reduced |
| Gates Capital Management, Inc. | 1,991,308 | $146.1M | 4.80% | −503,483−20.2% | Reduced |
| SEI Investments Co | 2,079,144 | $152.5M | 0.13% | −22,716−1.1% | Reduced |
| Colony Group, LLC | 2,081,100 | $152.6M | 0.16% | +133,711+6.9% | Added |
| Swiss National Bank | 2,120,585 | $155.5M | 0.08% | −104,000−4.7% | Reduced |
| Causeway Capital Management LLC | 2,178,506 | $159.8M | 1.73% | +75,628+3.6% | Added |
| Envestnet Asset Management Inc | 2,248,891 | $165.0M | 0.04% | −375,093−14.3% | Reduced |
| Deutsche Bank AG | 2,265,376 | $166.2M | 0.05% | −174,112−7.1% | Reduced |
| Wells Fargo & Company | 2,332,587 | $171.1M | 0.03% | +532,545+29.6% | Added |
| UBS Group AG | 2,446,235 | $179.4M | 0.03% | −2,032,842−45.4% | Reduced |
| Raymond James Financial Inc | 2,541,376 | $186.4M | 0.05% | −12,407−0.5% | Reduced |
| AQR Capital Management LLC | 2,820,892 | $206.9M | 0.07% | +356,858+14.5% | Added |
| Royal Bank of Canada | 2,855,847 | $209.5M | 0.04% | +272,830+10.6% | Added |
| Citadel Advisors LLC | 3,025,970 | $222.0M | 0.13% | −585,833−16.2% | Reduced |
| Price T Rowe Associates Inc | 3,322,503 | $243.7M | 0.02% | −6,910−0.2% | Reduced |
| Nomura Asset Management International Inc. | 3,406,755 | $249.9M | 0.38% | −95,373−2.7% | Reduced |
| Amundi | 3,418,666 | $250.8M | 0.06% | +290,120+9.3% | Added |
| Pictet Asset Management Holding SA | 3,420,836 | $250.9M | 0.24% | +297,152+9.5% | Added |
| Primecap Management Co | 3,866,183 | $283.6M | 0.17% | +25,978+0.7% | Added |
| Millennium Management LLC | 4,009,409 | $294.1M | 0.20% | +3,270,412+442.5% | Added |
| Alliancebernstein L.P. | 5,634,669 | $317.3M | 0.11% | +690,510+14.0% | Added |
| Vanguard Fiduciary Trust Co | 4,390,464 | $322.0M | 0.07% | −38,605−0.9% | Reduced |
| Legal & General Group Plc | 4,394,901 | $322.4M | 0.07% | −359,545−7.6% | Reduced |
| Franklin Resources Inc | 4,525,082 | $331.9M | 0.07% | +3,555,010+366.5% | Added |
| Artisan Partners Limited Partnership | 4,549,041 | $333.7M | 0.54% | +575,947+14.5% | Added |
| Charles Schwab Investment Management Inc | 5,012,629 | $367.7M | 0.05% | +76,389+1.5% | Added |
| Invesco Ltd. | 5,220,533 | $382.9M | 0.03% | −262,201−4.8% | Reduced |
| Brown Advisory Inc | 5,600,304 | $410.8M | 0.64% | −2,493,401−30.8% | Reduced |
| Victory Capital Management Inc | 5,716,732 | $419.3M | 0.24% | −224,393−3.8% | Reduced |
| Nuveen, LLC | 5,734,737 | $420.6M | 0.10% | +94,120+1.7% | Added |
| Fiera Capital Corp | 5,815,777 | $426.6M | 1.55% | −850,325−12.8% | Reduced |
| Schroder Investment Management Group | 5,897,380 | $432.6M | 0.31% | +907,084+18.2% | Added |
| UBS Asset Management Americas Inc | 6,011,257 | $440.9M | 0.08% | −495,507−7.6% | Reduced |
| StonePine Asset Management Inc. | 6,333,408 | $464.6M | 2.87% | −239,502−3.6% | Reduced |
| Dimensional Fund Advisors LP | 6,480,398 | $475.4M | 0.09% | +189,087+3.0% | Added |
| Goldman Sachs Group Inc | 6,765,820 | $496.3M | 0.05% | −1,177,634−14.8% | Reduced |
| Norges Bank | 7,631,155 | $559.7M | 0.06% | +7,631,155 | New |
| Bank of America Corp | 7,810,609 | $572.9M | 0.04% | +1,217,927+18.5% | Added |
| Northern Trust Corp | 8,030,053 | $589.0M | 0.07% | −17,775−0.2% | Reduced |
| Bank of New York Mellon Corp | 8,053,967 | $590.8M | 0.10% | +3,226,002+66.8% | Added |
| Ameriprise Financial Inc | 8,292,345 | $610.8M | 0.12% | +3,535,107+74.3% | Added |
| Morgan Stanley | 10,957,072 | $803.7M | 0.04% | −1,304,143−10.6% | Reduced |
| Fisher Asset Management, LLC | 13,047,300 | $957.0M | 0.28% | +17,498+0.1% | Added |
| Geode Capital Management, LLC | 17,699,114 | $1.29B | 0.07% | +55,495+0.3% | Added |
| Capital World Investors | 19,334,704 | $1.42B | 0.17% | −381,062−1.9% | Reduced |
| Dodge & Cox | 27,475,603 | $2.02B | 1.06% | +853,330+3.2% | Added |
| State Street Corp | 34,386,031 | $2.52B | 0.07% | +876,618+2.6% | Added |
| JPMorgan Chase & Co | 34,487,524 | $2.53B | 0.15% | −469,166−1.3% | Reduced |
| Vanguard Portfolio Management LLC | 36,565,910 | $2.68B | 0.12% | +54,218+0.1% | Added |
| Vanguard Capital Management LLC | 51,284,274 | $3.76B | 0.08% | −59,428−0.1% | Reduced |
| BlackRock, Inc. | 67,176,195 | $4.93B | 0.07% | +9,297,537+16.1% | Added |
| Capital Research Global Investors | 106,065,347 | $7.78B | 1.09% | −10,327,315−8.9% | Reduced |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,259,424−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −796,738−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −618,000−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −530,103−100.0% | Sold out |
| Milford Funds Ltd | 0 | $0 | 0.00% | −233,835−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −163,400−100.0% | Sold out |
| CapWealth Advisors, LLC | 0 | $0 | 0.00% | −117,892−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −86,819−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −76,535−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −68,548−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −56,828−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −52,862−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −48,450−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −41,801−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −41,361−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −29,639−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −14,698−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,077−100.0% | Sold out |
| Broderick Brian C | 0 | $0 | 0.00% | −8,930−100.0% | Sold out |
| Nia Impact Advisors, LLC | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −7,116−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −6,030−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Ponta Wealth Partners, LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Pacific Excel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Plan A Wealth LLC | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −923−100.0% | Sold out |