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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 1,488 | $109.1K | 0.02% | +4+0.3% | Added |
| Sawyer & Company, Inc | 1,500 | $110.0K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $110.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,512 | $110.9K | 0.01% | +241+19.0% | Added |
| CoreCap Advisors, LLC | 1,531 | $112.3K | 0.00% | +69+4.7% | Added |
| Crewe Advisors LLC | 1,578 | $115.7K | 0.01% | −5−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,650 | $121.0K | 0.04% | −9−0.5% | Reduced |
| Wall Street Access Asset Management, LLC | 1,670 | $122.5K | 0.02% | +850+103.7% | Added |
| Rossby Financial, LCC | 1,677 | $123.0K | 0.02% | −25−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,699 | $124.6K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,736 | $127.3K | 0.05% | −87−4.8% | Reduced |
| Wilkerson Advisory Group LLC | 1,764 | $129.4K | 0.04% | +1,367+344.3% | Added |
| Evelyn Partners Group Ltd | 1,775 | $130.2K | 0.00% | +1,775 | New |
| Grove Bank & Trust | 1,788 | $131.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,833 | $134.5K | 0.01% | −17−0.9% | Reduced |
| Bangor Savings Bank | 1,891 | $138.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,900 | $139.4K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,906 | $139.8K | 0.01% | +1,906 | New |
| Hills Bank & Trust Co | 1,920 | $140.8K | 0.01% | −670−25.9% | Reduced |
| Creative Capital Management Investments LLC | 1,922 | $141.0K | 0.03% | +76+4.1% | Added |
| Evermay Wealth Management LLC | 1,958 | $143.6K | 0.01% | +168+9.4% | Added |
| Bank of New Hampshire | 1,960 | $143.8K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 1,962 | $143.9K | 0.04% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,000 | $146.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $146.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,007 | $147.0K | 0.00% | −5−0.2% | Reduced |
| Synergy Investment Management, LLC | 2,028 | $148.7K | 0.04% | +3+0.1% | Added |
| Gables Capital Management Inc. | 2,050 | $150.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $150.4K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,065 | $151.5K | 0.02% | −25−1.2% | Reduced |
| Onefund, LLC | 2,130 | $156.2K | 0.09% | −45−2.1% | Reduced |
| Hanson & Doremus Investment Management | 2,147 | $157.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,134 | $157.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,148 | $157.5K | 0.02% | +28+1.3% | Added |
| Richardson Capital Management LLC | 2,163 | $158.6K | 0.07% | +9+0.4% | Added |
| Ulland Investment Advisors, LLC | 2,169 | $159.0K | 0.12% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,171 | $159.2K | 0.03% | −312−12.6% | Reduced |
| EFG International AG | 2,171 | $159.2K | 0.00% | +739+51.6% | Added |
| Oakworth Capital, Inc. | 2,222 | $162.7K | 0.01% | −30−1.3% | Reduced |
| Parvin Asset Management, LLC | 2,247 | $164.8K | 0.13% | +22+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $169.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,313 | $169.7K | 0.01% | −45−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 2,400 | $176.0K | 0.08% | +2,400 | New |
| Financial Consulate, Inc | 2,408 | $176.6K | 0.02% | +6+0.2% | Added |
| Fortitude Family Office, LLC | 2,457 | $180.2K | 0.04% | +1,125+84.5% | Added |
| Hilltop National Bank | 2,487 | $182.4K | 0.04% | +857+52.6% | Added |
| Banque de Luxembourg S.A. | 2,518 | $184.7K | 0.09% | −1,152−31.4% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $185.1K | 0.05% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 2,573 | $188.7K | 0.01% | +2,573 | New |
| Key Financial Inc | 2,576 | $188.9K | 0.03% | −31−1.2% | Reduced |
| Cromwell Holdings LLC | 2,581 | $189.3K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,626 | $192.6K | 0.06% | −199−7.0% | Reduced |
| Financial Life Planners | 2,706 | $198.5K | 0.13% | +10+0.4% | Added |
| First Command Advisory Services, Inc. | 2,727 | $200.0K | 0.00% | +387+16.5% | Added |
| TownSquare Capital, LLC | 2,732 | $200.4K | 0.04% | +2,732 | New |
| Knollwood Investment Advisory, LLC | 2,739 | $200.9K | 0.02% | +2,739 | New |
| Fundamentun, LLC | 2,740 | $201.0K | 0.01% | +2,740 | New |
| GDS Wealth Management | 2,741 | $201.1K | 0.01% | +2,741 | New |
| PFG Advisors | 2,752 | $201.8K | 0.01% | +2,752 | New |
| CVA Family Office, LLC | 2,758 | $202.3K | 0.02% | +280+11.3% | Added |
| Aviance Capital Partners, LLC | 2,761 | $202.5K | 0.02% | +2,761 | New |
| Perennial Investment Advisors, LLC | 2,776 | $203.6K | 0.01% | +2,776 | New |
| Sowell Financial Services LLC | 2,776 | $203.6K | 0.01% | +2,776 | New |
| Osborne Partners Capital Management, LLC | 2,781 | $204.0K | 0.01% | +2,781 | New |
| Wick Capital Partners, LLC | 2,784 | $204.2K | 0.03% | +2,784 | New |
| Mairs & Power Inc | 2,785 | $204.3K | 0.00% | +2,785 | New |
| SFMG, LLC | 2,800 | $205.4K | 0.01% | +2,800 | New |
| Alhambra Investment Partners LLC | 2,800 | $205.4K | 0.09% | +2,800 | New |
| First Nebraska Trust Co | 2,806 | $205.8K | 0.02% | +2,806 | New |
| SeaCrest Wealth Management, LLC | 2,817 | $206.6K | 0.02% | −1,238−30.5% | Reduced |
| Silver Lake Advisory, LLC | 2,830 | $207.6K | 0.07% | +2,830 | New |
| Wealth Quarterback LLC | 2,841 | $208.4K | 0.06% | +2,841 | New |
| Rathbone Brothers plc | 2,844 | $208.6K | 0.00% | +2,844 | New |
| Chemung Canal Trust Co | 2,844 | $208.6K | 0.04% | −1,013−26.3% | Reduced |
| Morton Capital Management LLC | 2,847 | $208.8K | 0.03% | +2,847 | New |
| Kovitz Investment Group Partners, LLC | 2,852 | $209.2K | 0.00% | −13,082−82.1% | Reduced |
| Principal Street Partners, LLC | 2,866 | $210.2K | 0.03% | +2,866 | New |
| BSW Wealth Partners | 2,867 | $210.3K | 0.02% | −908−24.1% | Reduced |
| Heritage Trust Co | 2,867 | $210.3K | 0.02% | +2,867 | New |
| Evansbrook LLC | 2,872 | $210.7K | 0.13% | +2,872 | New |
| Armis Advisers, LLC | 3,024 | $212.0K | 0.02% | +3,024 | New |
| Nations Financial Group Inc, | 2,893 | $212.2K | 0.01% | +2,893 | New |
| West Michigan Advisors, LLC | 2,894 | $212.3K | 0.04% | +2,894 | New |
| Pekin Hardy Strauss, Inc. | 2,895 | $212.3K | 0.02% | +2,895 | New |
| Isthmus Partners, LLC | 2,900 | $212.7K | 0.02% | +2,900 | New |
| Phillips Wealth Planners LLC | 3,107 | $213.4K | 0.16% | +3,107 | New |
| First Financial Corp | 2,912 | $213.6K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,913 | $213.7K | 0.06% | −40−1.4% | Reduced |
| Swiss Re Ltd | 2,915 | $213.8K | 0.02% | +2,499+600.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,915 | $214.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,922 | $214.3K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 2,928 | $214.8K | 0.02% | +2,928 | New |
| E Fund Management Co., Ltd. | 2,930 | $214.9K | 0.00% | +2,930 | New |
| Basso Capital Management, L.P. | 2,933 | $215.1K | 0.05% | +2,933 | New |
| DF Dent & Co Inc | 2,938 | $215.5K | 0.00% | +2,938 | New |
| Aurdan Capital Management, LLC | 2,943 | $215.9K | 0.05% | +2,943 | New |
| Wynn Capital, LLC | 2,953 | $216.6K | 0.10% | +2,953 | New |
| Philadelphia Trust Co | 2,965 | $217.0K | 0.01% | +2,965 | New |
| Belpointe Asset Management LLC | 2,970 | $217.9K | 0.01% | +2,970 | New |
| Sittner & Nelson, LLC | 2,989 | $219.2K | 0.07% | 00.0% | Unchanged |