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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 110 | $8.07K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 113 | $8.32K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 120 | $8.80K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 122 | $8.92K | 0.00% | +6+5.2% | Added |
| Bay Harbor Wealth Management, LLC | 127 | $9.31K | 0.00% | +37+41.1% | Added |
| Kozak & Associates, Inc. | 132 | $9.51K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 130 | $9.54K | 0.00% | +130 | New |
| Vision Financial Markets LLC | 134 | $9.59K | 0.01% | +1+0.8% | Added |
| Centennial Bank | 133 | $9.76K | 0.00% | −666−83.4% | Reduced |
| Main Street Group, LTD | 133 | $9.76K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 138 | $9.95K | 0.14% | +87+170.6% | Added |
| Groupe la Francaise | 173 | $10.6K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 147 | $10.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 147 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 152 | $11.2K | 0.01% | +1+0.7% | Added |
| High Point Wealth Management, LLC | 160 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 160 | $11.7K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 161 | $11.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 162 | $11.9K | 0.00% | +1+0.6% | Added |
| Bogart Wealth, LLC | 163 | $12.0K | 0.00% | +98+150.8% | Added |
| Avion Wealth | 166 | $12.0K | 0.00% | +28+20.3% | Added |
| Mosley Wealth Management | 170 | $12.5K | 0.00% | +19+12.6% | Added |
| Global X Japan Co., Ltd. | 172 | $12.6K | 0.00% | +8+4.9% | Added |
| NVWM, LLC | 177 | $13.0K | 0.00% | −3−1.7% | Reduced |
| Signature Resources Capital Management, LLC | 184 | $13.5K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 189 | $13.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 190 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 198 | $14.5K | 0.01% | −55−21.7% | Reduced |
| Hoese & Co LLP | 200 | $14.7K | 0.01% | +200 | New |
| VSM Wealth Advisory, LLC | 201 | $14.7K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 201 | $14.7K | 0.00% | +201 | New |
| Mark Sheptoff Financial Planning, LLC | 203 | $14.9K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 220 | $15.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 212 | $15.6K | 0.00% | −10−4.5% | Reduced |
| Activest Wealth Management | 215 | $15.8K | 0.00% | −1,177−84.6% | Reduced |
| High Note Wealth, LLC | 223 | $16.4K | 0.00% | −20−8.2% | Reduced |
| Joseph Group Capital Management | 224 | $16.4K | 0.00% | +88+64.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 245 | $18.0K | 0.01% | +240+4,800.0% | Added |
| Sachetta, LLC | 250 | $18.3K | 0.01% | +92+58.2% | Added |
| Raelipskie Partnership | 255 | $18.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 262 | $19.2K | 0.00% | +233+803.4% | Added |
| YANKCOM Partnership | 265 | $19.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 266 | $19.5K | 0.00% | +14+5.6% | Added |
| Kemnay Advisory Services Inc. | 271 | $19.9K | 0.00% | −33−10.9% | Reduced |
| First Community Trust NA | 272 | $20.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 273 | $20.0K | 0.00% | −100−26.8% | Reduced |
| Frazier Financial Advisors, LLC | 277 | $20.4K | 0.01% | −5−1.8% | Reduced |
| Creative Financial Designs Inc | 278 | $20.4K | 0.00% | +1+0.4% | Added |
| Purpose Unlimited Inc. | 278 | $20.5K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 284 | $20.8K | 0.01% | +284 | New |
| Cornerstone Financial Management LLC | 285 | $20.9K | 0.02% | +139+95.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 285 | $20.9K | 0.01% | +16+5.9% | Added |
| S&T Bank | 290 | $21.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $22.0K | 0.01% | +100+50.0% | Added |
| Board of the Pension Protection Fund | 300 | $22.0K | 0.02% | +300 | New |
| Downshift Financial, LLC | 305 | $22.4K | 0.01% | +305 | New |
| Country Trust Bank | 310 | $22.7K | 0.00% | −312−50.2% | Reduced |
| Wellington-Altus USA Inc. | 412 | $23.2K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 318 | $23.3K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 320 | $23.5K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 320 | $23.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 332 | $24.4K | 0.00% | −287−46.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $24.6K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 340 | $24.9K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 346 | $25.4K | 0.00% | +24+7.5% | Added |
| Logan Capital Management Inc | 350 | $25.7K | 0.00% | +350 | New |
| Meeder Asset Management Inc | 352 | $25.8K | 0.00% | +54+18.1% | Added |
| Tounjian Advisory Partners, LLC | 356 | $26.1K | 0.01% | +356 | New |
| Cedar Mountain Advisors, LLC | 357 | $26.1K | 0.00% | +1+0.3% | Added |
| Bayforest Capital Ltd | 374 | $27.4K | 0.03% | +374 | New |
| Entrust Financial LLC | 375 | $27.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 383 | $28.1K | 0.00% | +225+142.4% | Added |
| West Branch Capital LLC | 385 | $28.2K | 0.01% | −125−24.5% | Reduced |
| Lodestone Wealth Management LLC | 390 | $28.6K | 0.01% | −14−3.5% | Reduced |
| Rosenberg Matthew Hamilton | 391 | $28.7K | 0.01% | +64+19.6% | Added |
| Olistico Wealth, LLC | 400 | $29.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 400 | $29.3K | 0.00% | +400 | New |
| Signature Equity Partners, LLC | 401 | $29.4K | 0.01% | −247−38.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 403 | $29.6K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 404 | $29.6K | 0.03% | +1+0.2% | Added |
| 1620 Investment Advisors, Inc. | 407 | $29.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 442 | $30.1K | 0.00% | +11+2.6% | Added |
| JPL Wealth Management, LLC | 415 | $30.4K | 0.01% | +45+12.2% | Added |
| DiNuzzo Private Wealth, Inc. | 430 | $31.5K | 0.00% | +2+0.5% | Added |
| Nemes Rush Group LLC | 431 | $31.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 438 | $32.0K | 0.00% | +7+1.6% | Added |
| UMA Financial Services, Inc. | 453 | $33.2K | 0.00% | +67+17.4% | Added |
| Coastline Trust Co | 460 | $33.7K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 460 | $33.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $33.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 467 | $34.3K | 0.01% | +160+52.1% | Added |
| Investment Research & Advisory Group, Inc. | 451 | $34.8K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 490 | $35.9K | 0.02% | −124−20.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 496 | $36.4K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 500 | $36.7K | 0.03% | 00.0% | Unchanged |
| Burnham & Co LLC | 500 | $36.7K | 0.03% | +500 | New |