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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 3,646 | $267.4K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,646 | $267.4K | 0.03% | +3,646 | New |
| Atlantic Trust, LLC | 3,653 | $268.0K | 0.04% | −159−4.2% | Reduced |
| Townsend & Associates, Inc | 4,004 | $268.2K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,668 | $269.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,668 | $269.1K | 0.02% | +3,668 | New |
| First Foundation Advisors | 3,690 | $270.7K | 0.01% | +4+0.1% | Added |
| Capital Investment Counsel, Inc | 3,700 | $271.4K | 0.03% | +100+2.8% | Added |
| Alpine Woods Capital Investors, LLC | 3,718 | $272.7K | 0.06% | −170−4.4% | Reduced |
| Colonial Trust Advisors | 3,728 | $273.4K | 0.02% | +165+4.6% | Added |
| Radnor Capital Management, LLC | 3,732 | $273.7K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 3,744 | $274.6K | 0.12% | −863−18.7% | Reduced |
| Everhart Financial Group, Inc. | 3,745 | $274.7K | 0.02% | +3,745 | New |
| Advyzon Investment Management, LLC | 3,746 | $274.8K | 0.02% | +170+4.8% | Added |
| Quadrant Private Wealth Management, LLC | 3,751 | $275.1K | 0.06% | +3,751 | New |
| Aries Wealth Management | 3,760 | $275.8K | 0.05% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $275.9K | 0.07% | 0 | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $276.5K | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,782 | $277.4K | 0.01% | −104−2.7% | Reduced |
| Todd Asset Management LLC | 3,785 | $277.6K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 3,800 | $278.7K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,810 | $279.5K | 0.00% | −96−2.5% | Reduced |
| Baker Boyer National Bank | 3,824 | $280.5K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 3,830 | $280.9K | 0.01% | −747−16.3% | Reduced |
| New Hampshire Trust | 3,832 | $281.1K | 0.05% | +3,832 | New |
| AlphaGrep UK Ltd | 3,850 | $282.4K | 0.09% | +3,850 | New |
| Howe & Rusling Inc | 3,855 | $282.8K | 0.02% | +288+8.1% | Added |
| Peddock Capital Advisors, LLC | 3,880 | $284.6K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 3,898 | $285.9K | 0.02% | +3,898 | New |
| MBL Wealth, LLC | 3,901 | $286.1K | 0.02% | +3,901 | New |
| Modern Wealth Management, LLC | 3,935 | $288.6K | 0.00% | +3,935 | New |
| Procyon Private Wealth Partners, LLC | 3,940 | $289.0K | 0.01% | +8+0.2% | Added |
| Ironwood Investment Counsel, LLC | 3,947 | $289.5K | 0.04% | −255−6.1% | Reduced |
| Westerkirk Capital Inc. | 3,992 | $292.8K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,000 | $293.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,998 | $293.2K | 0.02% | +144+3.7% | Added |
| Charles Schwab Trust Co | 4,000 | $293.4K | 0.02% | +4,000 | New |
| ISAM Funds (UK) Ltd | 4,000 | $293.4K | 0.21% | +4,000 | New |
| Madison Wealth Partners, Inc | 4,002 | $293.6K | 0.04% | +51+1.3% | Added |
| United Asset Strategies, Inc. | 4,003 | $293.6K | 0.02% | +4,003 | New |
| Round Rock Advisors, LLC | 4,033 | $295.8K | 0.04% | +10+0.2% | Added |
| Sterling Capital Management LLC | 4,044 | $296.6K | 0.01% | +1,464+56.7% | Added |
| Gsa Capital Partners LLP | 4,045 | $297.0K | 0.02% | +4,045 | New |
| Madrona Financial Services, LLC | 4,076 | $298.9K | 0.06% | +4,076 | New |
| Vann Equity Management LLC | 4,082 | $299.4K | 0.18% | +84+2.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,090 | $300.0K | 0.02% | +8+0.2% | Added |
| Waterloo Capital, L.P. | 4,096 | $300.5K | 0.02% | +4,096 | New |
| Polymer Capital Management (US) LLC | 4,119 | $302.1K | 0.04% | +4,119 | New |
| Drive Wealth Management, LLC | 4,125 | $302.6K | 0.05% | +4,125 | New |
| BIP Wealth, LLC | 4,130 | $303.0K | 0.01% | +4,130 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,140 | $303.7K | 0.04% | +5+0.1% | Added |
| Waddell & Associates, LLC | 4,140 | $303.7K | 0.02% | +4,140 | New |
| PKS Advisory Services, LLC | 4,144 | $303.9K | 0.05% | −739−15.1% | Reduced |
| Napier Financial, LLC | 4,148 | $304.3K | 0.06% | −50−1.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,157 | $304.9K | 0.02% | +13+0.3% | Added |
| TigerOak Management, L.L.C. | 4,158 | $305.0K | 0.09% | −9−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 4,175 | $306.2K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,188 | $307.2K | 0.05% | +26+0.6% | Added |
| Penserra Capital Management LLC | 4,205 | $308.0K | 0.00% | −1,123−21.1% | Reduced |
| Northwest Financial Advisors | 4,214 | $309.1K | 0.04% | +15+0.4% | Added |
| Catalyst Financial Partners LLC | 4,220 | $309.5K | 0.03% | +231+5.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,222 | $309.7K | 0.05% | +1,645+63.8% | Added |
| Cassaday & Co Wealth Management LLC | 4,228 | $310.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,243 | $311.2K | 0.10% | 00.0% | Unchanged |
| Northeast Investment Management | 4,264 | $312.8K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,267 | $313.0K | 0.01% | +17+0.4% | Added |
| Kornitzer Capital Management Inc | 4,269 | $313.1K | 0.01% | +4,269 | New |
| QTR Family Wealth, LLC | 4,282 | $314.1K | 0.11% | +4,282 | New |
| Valmark Advisers, Inc. | 4,296 | $315.1K | 0.00% | −428−9.1% | Reduced |
| Evolve Private Wealth, LLC | 4,297 | $315.2K | 0.02% | −4,506−51.2% | Reduced |
| Grandfield & Dodd, LLC | 4,298 | $315.3K | 0.02% | +70+1.7% | Added |
| Sentry LLC | 4,310 | $316.1K | 0.09% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,318 | $316.7K | 0.07% | −150−3.4% | Reduced |
| Essex Savings Bank | 4,322 | $317.0K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,341 | $318.4K | 0.06% | 00.0% | Unchanged |
| Elefante Mark B | 4,350 | $319.1K | 0.14% | −32,727−88.3% | Reduced |
| Ameliora Wealth Management Ltd. | 4,356 | $319.5K | 0.09% | +4,356 | New |
| Jackson Thornton Asset Management, LLC | 4,361 | $319.9K | 0.03% | +575+15.2% | Added |
| Krilogy Financial LLC | 4,366 | $320.2K | 0.01% | −233−5.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,376 | $321.0K | 0.03% | +1,153+35.8% | Added |
| Bridgewater Advisors Inc. | 5,162 | $322.9K | 0.02% | −122−2.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,409 | $323.4K | 0.08% | −966−18.0% | Reduced |
| Mystic Asset Management, Inc. | 4,413 | $323.7K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,423 | $324.4K | 0.02% | +745+20.3% | Added |
| Abel Hall, LLC | 4,430 | $324.9K | 0.06% | −38−0.9% | Reduced |
| Philadelphia Investment Partners, LLC | 5,148 | $326.3K | 0.20% | 00.0% | Unchanged |
| Cooper Financial Group | 4,454 | $326.7K | 0.03% | +307+7.4% | Added |
| Advisors Capital Management, LLC | 4,457 | $326.9K | 0.00% | −1,204−21.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,472 | $328.0K | 0.01% | +220+5.2% | Added |
| L2 Asset Management, LLC | 4,477 | $328.4K | 0.03% | +210+4.9% | Added |
| Heritage Wealth Advisors | 4,496 | $329.8K | 0.01% | +3,722+480.9% | Added |
| Colonial Trust Co | 4,510 | $330.8K | 0.04% | −794−15.0% | Reduced |
| Crawford Investment Counsel Inc | 4,539 | $332.9K | 0.01% | +132+3.0% | Added |
| Silicon Valley Capital Partners | 4,545 | $333.4K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,551 | $333.8K | 0.03% | +934+25.8% | Added |
| Banco Santander, S.A. | 4,565 | $334.8K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,575 | $335.6K | 0.04% | +122+2.7% | Added |
| Camden National Bank | 4,583 | $336.2K | 0.04% | +4,583 | New |
| Boston Trust Walden Corp | 4,587 | $336.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 4,607 | $337.9K | 0.08% | +12+0.3% | Added |