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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 502 | $36.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 508 | $37.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 515 | $37.8K | 0.01% | +14+2.8% | Added |
| Consultiva Wealth Management, Corp. | 523 | $38.4K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 528 | $38.7K | 0.00% | +35+7.1% | Added |
| Leonteq Securities AG | 528 | $38.7K | 0.00% | −9,543−94.8% | Reduced |
| MTM Investment Management, LLC | 555 | $40.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 593 | $42.7K | 0.00% | +111+23.0% | Added |
| Meramec Financial Planners, LLC | 635 | $44.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 613 | $45.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 627 | $46.0K | 0.00% | −9,920−94.1% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $46.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $47.7K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 652 | $47.9K | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 653 | $47.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 654 | $48.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 660 | $48.4K | 0.01% | +13+2.0% | Added |
| Quarry LP | 661 | $48.5K | 0.01% | +661 | New |
| Vision Retirement, LLC | 665 | $48.8K | 0.01% | −32−4.6% | Reduced |
| SJS Investment Consulting Inc. | 667 | $48.9K | 0.01% | +51+8.3% | Added |
| Lavaca Capital LLC | 700 | $51.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 700 | $51.3K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 700 | $51.3K | 0.04% | +700 | New |
| Golden State Wealth Management, LLC | 700 | $51.4K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 703 | $51.6K | 0.02% | +703 | New |
| TD Capital Management LLC | 711 | $52.1K | 0.00% | +3+0.4% | Added |
| American Capital Advisory, LLC | 716 | $52.5K | 0.02% | +7+1.0% | Added |
| Birchbrook, Inc. | 725 | $53.2K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 731 | $53.2K | 0.01% | +731 | New |
| University of Texas/Texas Am Investment Managment Co | 727 | $53.3K | 0.01% | +727 | New |
| First United Bank Trust | 750 | $55.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $55.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 761 | $55.8K | 0.01% | +20+2.7% | Added |
| Westpac Banking Corp | 777 | $57.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 781 | $57.3K | 0.02% | +661+550.8% | Added |
| Cape Investment Advisory, Inc. | 782 | $57.4K | 0.02% | +782 | New |
| Flagship Wealth Advisors, LLC | 786 | $57.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 789 | $57.9K | 0.01% | −50−6.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 789 | $57.9K | 0.08% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 797 | $58.5K | 0.04% | −52−6.1% | Reduced |
| Mascoma Wealth Management LLC | 810 | $59.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 832 | $61.0K | 0.00% | −82−9.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 845 | $62.0K | 0.00% | −250−22.8% | Reduced |
| Covestor Ltd | 841 | $62.0K | 0.04% | +130+18.3% | Added |
| Indiana Trust & Investment Management CO | 847 | $62.1K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 848 | $62.2K | 0.01% | +152+21.8% | Added |
| CNB Bank | 852 | $62.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 852 | $62.5K | 0.03% | +227+36.3% | Added |
| Cypress Capital Management LLC (WY) | 860 | $63.1K | 0.05% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 868 | $63.7K | 0.03% | +735+552.6% | Added |
| JNBA Financial Advisors | 871 | $63.9K | 0.00% | −52−5.6% | Reduced |
| Quaker Wealth Management, LLC | 882 | $64.7K | 0.02% | +5+0.6% | Added |
| LFA - Lugano Financial Advisors SA | 890 | $65.3K | 0.04% | 00.0% | Unchanged |
| Motco | 899 | $65.9K | 0.01% | +17+1.9% | Added |
| True Wealth Design, LLC | 937 | $68.7K | 0.02% | −90−8.8% | Reduced |
| Versant Capital Management, Inc | 952 | $69.8K | 0.01% | −55−5.5% | Reduced |
| Acima Private Wealth, LLC | 967 | $70.9K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 985 | $72.3K | 0.01% | −100−9.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 989 | $72.5K | 0.02% | +280+39.5% | Added |
| United Community Bank | 993 | $72.8K | 0.02% | −55−5.2% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $73.3K | 0.01% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 1,000 | $73.3K | 0.12% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,001 | $73.4K | 0.05% | −14−1.4% | Reduced |
| Valley National Advisers Inc | 1,004 | $73.6K | 0.01% | +7+0.7% | Added |
| Ritter Daniher Financial Advisory LLC | 1,021 | $74.9K | 0.01% | +3+0.3% | Added |
| Community Financial Services Group, LLC | 1,072 | $77.3K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 1,065 | $78.1K | 0.05% | +1,055+10,550.0% | Added |
| First National Bank | 1,071 | $78.6K | 0.03% | +1,071 | New |
| CKW Financial Group | 1,103 | $79.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,088 | $79.8K | 0.01% | −188−14.7% | Reduced |
| Abound Wealth Management | 1,089 | $79.9K | 0.02% | −155−12.5% | Reduced |
| 10Elms LLP | 1,100 | $80.7K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 1,106 | $81.1K | 0.07% | +4+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,114 | $81.7K | 0.02% | +352+46.2% | Added |
| NBC Securities, Inc. | 1,117 | $82.0K | 0.01% | −257−18.7% | Reduced |
| Union Savings Bank | 1,124 | $82.4K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,156 | $83.3K | 0.04% | −12−1.0% | Reduced |
| Paladin Advisory Group, LLC | 1,184 | $86.8K | 0.06% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,200 | $88.0K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,201 | $88.1K | 0.00% | −25,961−95.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,203 | $88.2K | 0.01% | −28−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,219 | $89.0K | 0.00% | +90+8.0% | Added |
| Addison Advisors LLC | 1,216 | $89.2K | 0.04% | −2,083−63.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,225 | $89.9K | 0.03% | −233−16.0% | Reduced |
| Cornerstone National Bank & Trust Co | 1,262 | $91.0K | 0.03% | −2,213−63.7% | Reduced |
| TOP Private Wealth LLC. | 1,243 | $91.2K | 0.09% | +1,243 | New |
| Community Bank, N.A. | 1,246 | $91.4K | 0.01% | −150−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,271 | $93.2K | 0.00% | +23+1.8% | Added |
| City State Bank | 1,287 | $94.4K | 0.02% | −16−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,294 | $94.9K | 0.00% | −115−8.2% | Reduced |
| Tiaa Trust, National Association | 1,309 | $96.0K | 0.01% | −9,002−87.3% | Reduced |
| Hara Capital LLC | 1,340 | $98.3K | 0.05% | 00.0% | Unchanged |
| MidFirst Bank | 1,342 | $98.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,371 | $100.6K | 0.02% | +1,242+962.8% | Added |
| MCF Advisors LLC | 1,389 | $101.9K | 0.00% | +48+3.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,392 | $102.1K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,399 | $102.6K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $103.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $105.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,487 | $109.1K | 0.03% | +300+25.3% | Added |