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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3,000 | $220.1K | 0.03% | +91+3.1% | Added |
| Promethium Advisors,llc | 3,000 | $220.1K | 0.11% | +3,000 | New |
| Money Concepts Capital Corp | 3,015 | $221.2K | 0.01% | +3,015 | New |
| Whitener Capital Management, Inc. | 3,026 | $222.0K | 0.05% | +3,026 | New |
| Hummer Financial Advisory Services Inc | 3,026 | $222.0K | 0.15% | +3,026 | New |
| IFG Advisory, LLC | 3,027 | $222.0K | 0.01% | +3,027 | New |
| Brooks, Moore & Associates, Inc. | 3,045 | $223.4K | 0.10% | +3,045 | New |
| Fukoku Mutual Life Insurance Co | 3,049 | $223.6K | 0.01% | +3,049 | New |
| Cane Capital Partners, LLC | 3,051 | $223.8K | 0.09% | +3,051 | New |
| CWA Asset Management Group, LLC | 3,055 | $224.1K | 0.01% | +3,055 | New |
| William John Sempolinski | 3,057 | $224.2K | 0.09% | +3,057 | New |
| Alta Advisers Ltd | 3,063 | $224.7K | 0.05% | +3,063 | New |
| Sheets Smith Wealth Management | 3,064 | $224.7K | 0.02% | +3,064 | New |
| Z3 Capital Partners, LLC | 3,065 | $224.8K | 0.05% | +3,065 | New |
| Carter Financial Group, INC. | 3,077 | $225.7K | 0.12% | +3,077 | New |
| Norden Group LLC | 3,077 | $225.7K | 0.02% | +3,077 | New |
| Capital Asset Advisory Services LLC | 3,083 | $226.2K | 0.01% | +3,083 | New |
| Hamilton Capital, LLC | 3,085 | $226.3K | 0.01% | +3,085 | New |
| Wingate Wealth Advisors, Inc. | 3,092 | $226.8K | 0.10% | +3,092 | New |
| Sepio Capital, LP | 3,104 | $227.6K | 0.01% | +3,104 | New |
| Financial Advisory Service, Inc. | 3,108 | $227.9K | 0.01% | +3,108 | New |
| Navellier & Associates Inc | 3,110 | $228.1K | 0.02% | +3,110 | New |
| Purkiss Capital Advisors LLC | 3,112 | $228.3K | 0.09% | +3,112 | New |
| Legacy Wealth Advisors, LLC | 3,113 | $228.3K | 0.10% | +3,113 | New |
| Symphony Financial, Ltd. Co. | 3,120 | $229.1K | 0.03% | +3,120 | New |
| Harold Davidson & Associates Inc. | 3,125 | $229.2K | 0.10% | +3,125 | New |
| Legacy Wealth Partners, LLC | 3,134 | $229.9K | 0.05% | +3,134 | New |
| Voya Financial Advisors, Inc. | 3,137 | $230.3K | 0.02% | +3,137 | New |
| Integrity Financial Corp | 3,150 | $231.1K | 0.11% | +3,150 | New |
| Edgemoor Investment Advisors, Inc. | 3,158 | $231.6K | 0.02% | +3,158 | New |
| Fox Run Management, L.L.C. | 3,163 | $232.0K | 0.04% | +3,163 | New |
| Hilltop Holdings Inc. | 3,165 | $232.2K | 0.02% | +3,165 | New |
| Main Street Financial Solutions, LLC | 3,169 | $232.5K | 0.01% | +3,169 | New |
| Defiance ETFs, LLC | 3,229 | $232.7K | 0.00% | +3,229 | New |
| Fiduciary Alliance LLC | 3,174 | $232.8K | 0.02% | +3,174 | New |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $232.9K | 0.13% | +3,175 | New |
| Ariadne Wealth Management, LP | 3,175 | $232.9K | 0.10% | +3,175 | New |
| Elevate Wealth Advisory, Inc | 3,185 | $233.6K | 0.13% | +3,185 | New |
| May Hill Capital, LLC | 3,193 | $234.2K | 0.05% | +3,193 | New |
| First Financial Bankshares Inc | 3,200 | $234.7K | 0.00% | +3,200 | New |
| Los Angeles Capital Management LLC | 3,214 | $235.7K | 0.00% | −424−11.7% | Reduced |
| Aspiriant, LLC | 3,232 | $237.1K | 0.01% | +3,232 | New |
| FourThought Financial Partners, LLC | 3,241 | $237.7K | 0.02% | +3,241 | New |
| Root Financial Partners, LLC | 3,251 | $238.5K | 0.01% | +303+10.3% | Added |
| Federated Hermes, Inc. | 3,264 | $239.4K | 0.00% | −30−0.9% | Reduced |
| Ewa, LLC | 3,266 | $239.6K | 0.04% | +3,266 | New |
| Keel Point, LLC | 3,271 | $239.9K | 0.01% | +3,271 | New |
| Brandywine Oak Private Wealth LLC | 3,274 | $240.1K | 0.02% | +3,274 | New |
| Fortis Group Advisors, LLC | 3,278 | $240.4K | 0.04% | +3,202+4,213.2% | Added |
| Davidson Trust Co | 3,281 | $240.7K | 0.09% | +3,281 | New |
| Koshinski Asset Management, Inc. | 3,284 | $240.9K | 0.01% | −889−21.3% | Reduced |
| Puzo Michael J | 3,285 | $241.0K | 0.06% | −19,000−85.3% | Reduced |
| Michael Brady & Co., LLC | 3,285 | $241.0K | 0.21% | −400−10.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,291 | $241.4K | 0.01% | −1,236−27.3% | Reduced |
| PCM Encore, LLC | 3,294 | $241.6K | 0.04% | +3,294 | New |
| Smithfield Trust Co | 3,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,307 | $242.6K | 0.01% | +3,307 | New |
| Commerzbank Aktiengesellschaft | 3,310 | $243.0K | 0.00% | −278−7.7% | Reduced |
| Northstar Asset Management LLC | 3,532 | $243.3K | 0.05% | +3,532 | New |
| Strategic Advisors LLC | 3,331 | $244.3K | 0.05% | +3,331 | New |
| Tannin Capital LLC | 3,338 | $244.8K | 0.16% | −340−9.2% | Reduced |
| Cardinal Point Capital Management, ULC | 3,340 | $245.0K | 0.01% | +3,340 | New |
| Fieldview Capital Management, LLC | 3,356 | $246.2K | 0.07% | +3,356 | New |
| Embree Financial Group | 3,375 | $247.6K | 0.02% | +3,375 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,379 | $247.8K | 0.03% | +3,379 | New |
| Basecamp Wealth Advisors LLC | 3,384 | $248.2K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 3,384 | $248.2K | 0.03% | +49+1.5% | Added |
| Larson Financial Group LLC | 3,403 | $249.6K | 0.01% | −114−3.2% | Reduced |
| SmartHarvest Portfolios, LLC | 3,405 | $249.8K | 0.08% | +3,405 | New |
| Virtue Capital Management, LLC | 3,408 | $250.0K | 0.03% | −878−20.5% | Reduced |
| BKM Wealth Management, LLC | 3,418 | $250.7K | 0.09% | −15−0.4% | Reduced |
| Legacy Edge Advisors, LLC | 3,428 | $251.4K | 0.02% | +3,428 | New |
| MONECO Advisors, LLC | 3,430 | $251.6K | 0.02% | +3,430 | New |
| Heritage Investment Group, Inc. | 3,430 | $251.6K | 0.03% | +3,430 | New |
| ProCore Advisors, LLC | 3,438 | $252.2K | 0.31% | +3,438 | New |
| Harbor Investment Advisory, LLC | 3,450 | $253.1K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,450 | $253.1K | 0.12% | +3,450 | New |
| Opal Wealth Advisors, LLC | 3,457 | $253.6K | 0.05% | −220−6.0% | Reduced |
| Bath Savings Trust Co | 3,465 | $254.2K | 0.03% | −210−5.7% | Reduced |
| Everpar Advisors LLC | 3,468 | $254.4K | 0.07% | +3,468 | New |
| One Charles Private Wealth Services, LLC | 3,472 | $254.6K | 0.06% | +3,472 | New |
| Asset Dedication, LLC | 3,477 | $255.1K | 0.02% | −174−4.8% | Reduced |
| Independence Bank of Kentucky | 3,481 | $255.3K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,486 | $255.7K | 0.02% | −246−6.6% | Reduced |
| Ares Financial Consulting, LLC | 3,490 | $256.0K | 0.18% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,512 | $257.6K | 0.02% | +3,512 | New |
| Revolve Wealth Partners, LLC | 3,522 | $258.3K | 0.03% | +3,522 | New |
| Greenwich Wealth Management LLC | 3,530 | $259.0K | 0.01% | −73−2.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,563 | $261.3K | 0.02% | +3,563 | New |
| City National Bank of Florida | 3,571 | $261.9K | 0.11% | +3,571 | New |
| Montis Financial, LLC | 3,581 | $262.6K | 0.05% | +10.0% | Added |
| MV Capital Management, Inc. | 3,583 | $262.8K | 0.02% | +28+0.8% | Added |
| Sovereign Financial Group, Inc. | 3,585 | $263.0K | 0.04% | −214−5.6% | Reduced |
| Pallas Capital Advisors LLC | 3,586 | $263.0K | 0.01% | +3,586 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $264.1K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,601 | $264.1K | 0.04% | −688−16.0% | Reduced |
| Kovack Advisors, Inc. | 3,647 | $264.4K | 0.01% | −344−8.6% | Reduced |
| Massmutual Trust Co FSB | 3,625 | $265.9K | 0.01% | −80−2.2% | Reduced |
| RFG Advisory, LLC | 3,626 | $266.0K | 0.00% | −1,044−22.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,643 | $267.2K | 0.01% | +3,643 | New |