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 |
|---|---|---|---|---|---|
| Groesbeck Investment Management Corp | 4,602 | $338.0K | 0.54% | −120−2.5% | Reduced |
| Meadowbrook Advisors Group, LLC | 4,614 | $338.4K | 0.18% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,614 | $338.5K | 0.03% | +112+2.5% | Added |
| Journey Advisory Group, LLC | 4,615 | $338.5K | 0.03% | +100+2.2% | Added |
| Northstar Financial Companies, Inc. | 4,621 | $338.9K | 0.23% | +107+2.4% | Added |
| Capital Advantage, Inc. | 4,635 | $339.9K | 0.04% | +350+8.2% | Added |
| Endowment Wealth Management, Inc. | 4,656 | $341.5K | 0.13% | −43−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 4,671 | $342.6K | 0.01% | +476+11.3% | Added |
| Waldron Private Wealth LLC | 4,678 | $343.1K | 0.01% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,692 | $344.2K | 0.14% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,714 | $345.8K | 0.03% | +20+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,714 | $345.8K | 0.13% | −87−1.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,715 | $345.8K | 0.11% | +267+6.0% | Added |
| Pavion Blue Capital, LLC | 4,219 | $346.1K | 0.14% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 4,720 | $346.2K | 0.10% | −115−2.4% | Reduced |
| Financial Engines Advisors L.L.C. | 4,732 | $347.1K | 0.00% | −35−0.7% | Reduced |
| Covenant Asset Management, LLC | 4,732 | $347.1K | 0.06% | −368−7.2% | Reduced |
| South State Corp. | 4,759 | $349.1K | 0.01% | −161−3.3% | Reduced |
| McDonald Partners LLC | 4,764 | $349.4K | 0.08% | −50−1.0% | Reduced |
| Hantz Financial Services, Inc. | 4,776 | $350.0K | 0.00% | +918+23.8% | Added |
| Ashton Thomas Private Wealth, LLC | 4,790 | $351.3K | 0.01% | −259−5.1% | Reduced |
| Holistic Financial Partners | 4,790 | $351.3K | 0.21% | +89+1.9% | Added |
| D'Orazio & Associates, Inc. | 4,806 | $352.5K | 0.04% | +16+0.3% | Added |
| Larry Mathis Financial Planning, LLC | 4,844 | $355.3K | 0.27% | +4,844 | New |
| National Asset Management, Inc. | 4,864 | $357.2K | 0.02% | +4,864 | New |
| KRS Capital Management, LLC | 4,871 | $357.3K | 0.17% | +5+0.1% | Added |
| Leavell Investment Management, Inc. | 4,898 | $359.3K | 0.01% | −572−10.5% | Reduced |
| Howard Capital Management Inc. | 4,916 | $360.6K | 0.00% | +4,916 | New |
| Knightsbridge Asset Management, LLC | 4,930 | $361.6K | 0.05% | +93+1.9% | Added |
| Ronald Blue Trust, Inc. | 4,932 | $361.7K | 0.00% | −638−11.5% | Reduced |
| Angeles Wealth Management, LLC | 4,960 | $363.8K | 0.02% | +63+1.3% | Added |
| Arrow Financial Corp | 4,975 | $364.9K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,987 | $365.8K | 0.01% | −5,288−51.5% | Reduced |
| Agf Management Ltd | 4,999 | $366.7K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $366.8K | 0.00% | −10−0.2% | Reduced |
| Canton Hathaway, LLC | 5,000 | $366.8K | 0.07% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 5,008 | $367.3K | 0.09% | −352−6.6% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $368.7K | 0.10% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,054 | $370.7K | 0.04% | −22,509−81.7% | Reduced |
| Clear Harbor Asset Management, LLC | 5,054 | $370.7K | 0.02% | +50+1.0% | Added |
| Sky-Mountain Capital Management, Inc. | 5,059 | $371.1K | 0.27% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,062 | $371.3K | 0.04% | +1,456+40.4% | Added |
| Ted Buchan & Co | 5,070 | $371.9K | 0.12% | 00.0% | Unchanged |
| Bailard, Inc. | 5,082 | $372.7K | 0.01% | +10.0% | Added |
| Mindset Wealth Management, LLC | 5,086 | $373.1K | 0.07% | +700+16.0% | Added |
| Kathmere Capital Management, LLC | 5,091 | $373.4K | 0.02% | +1,017+25.0% | Added |
| Athena Investment Management | 5,092 | $373.5K | 0.22% | −1,572−23.6% | Reduced |
| Spears Abacus Advisors LLC | 5,106 | $374.5K | 0.01% | −150−2.9% | Reduced |
| Ancora Advisors, LLC | 5,111 | $374.9K | 0.01% | −317−5.8% | Reduced |
| King Luther Capital Management Corp | 5,123 | $375.8K | 0.00% | −2,344−31.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,127 | $376.1K | 0.02% | +139+2.8% | Added |
| Dark Forest Capital Management LP | 5,147 | $377.5K | 0.02% | −12,818−71.3% | Reduced |
| Cidel Asset Management Inc | 5,154 | $378.1K | 0.02% | +644+14.3% | Added |
| Dana Investment Advisors, Inc. | 5,156 | $378.2K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $379.0K | 0.23% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 5,262 | $379.3K | 0.08% | +17+0.3% | Added |
| MFA Wealth Services | 5,208 | $382.0K | 0.23% | +5,208 | New |
| Howland Capital Management LLC | 5,250 | $385.1K | 0.01% | +1,230+30.6% | Added |
| Interchange Capital Partners, LLC | 5,254 | $385.4K | 0.07% | +188+3.7% | Added |
| Panagora Asset Management Inc | 5,255 | $385.5K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,272 | $386.7K | 0.02% | +10.0% | Added |
| Garden State Investment Advisory Services LLC | 5,283 | $387.5K | 0.08% | +30+0.6% | Added |
| Bull Harbor Capital LLC | 5,286 | $387.7K | 0.08% | +5,286 | New |
| HighPoint Advisor Group LLC | 5,297 | $388.5K | 0.01% | +41+0.8% | Added |
| LMCG Investments, LLC | 5,316 | $389.9K | 0.02% | −5−0.1% | Reduced |
| TCTC Holdings, LLC | 5,325 | $390.6K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,336 | $391.4K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,339 | $391.6K | 0.01% | +63+1.2% | Added |
| Dumont & Blake Investment Advisors LLC | 5,355 | $392.8K | 0.09% | −205−3.7% | Reduced |
| Oslo Pensjonsforsikring AS | 5,357 | $392.9K | 0.05% | −1,253−19.0% | Reduced |
| Tyche Wealth Partners LLC | 5,374 | $394.2K | 0.06% | +101+1.9% | Added |
| Enterprise Financial Services Corp | 5,377 | $394.4K | 0.16% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,382 | $394.8K | 0.08% | −39−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,384 | $394.9K | 0.02% | +5,384 | New |
| Wilson & Boucher Capital Management, LLC | 5,388 | $395.2K | 0.23% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,401 | $396.2K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,423 | $397.8K | 0.00% | −236−4.2% | Reduced |
| West Family Investments, Inc. | 5,437 | $398.8K | 0.12% | +5,437 | New |
| Appleton Partners Inc | 5,434 | $399.0K | 0.02% | −200−3.5% | Reduced |
| Change Path, LLC | 5,455 | $400.1K | 0.01% | −1,331−19.6% | Reduced |
| Dempze Nancy E | 5,472 | $401.4K | 0.19% | −7,112−56.5% | Reduced |
| Parkside Financial Bank & Trust | 5,472 | $401.4K | 0.03% | −19−0.3% | Reduced |
| Ostrum Asset Management | 5,516 | $404.6K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,541 | $406.5K | 0.01% | +5,541 | New |
| Tennessee Valley Asset Management Partners | 5,542 | $406.5K | 0.04% | +217+4.1% | Added |
| Forbes J M & Co LLP | 5,553 | $407.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,562 | $408.0K | 0.03% | 00.0% | Unchanged |
| CPA Asset Management LLC | 5,568 | $408.4K | 0.12% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 5,577 | $409.1K | 0.25% | −772−12.2% | Reduced |
| Peoples Financial Services Corp. | 5,590 | $410.0K | 0.18% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,608 | $411.4K | 0.02% | −4,284−43.3% | Reduced |
| Ellevest, Inc. | 5,618 | $412.1K | 0.05% | +1,378+32.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $412.6K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 5,637 | $413.5K | 0.04% | +5,637 | New |
| Franklin Street Advisors Inc | 5,643 | $413.9K | 0.02% | −1,310−18.8% | Reduced |
| Azimuth Capital Investment Management LLC | 5,645 | $414.1K | 0.01% | −383−6.4% | Reduced |
| Argent Capital Management LLC | 5,660 | $415.2K | 0.01% | −1,000−15.0% | Reduced |
| Calamos Wealth Management LLC | 5,671 | $416.0K | 0.01% | −490−8.0% | Reduced |
| GeoWealth Management, LLC | 5,673 | $416.1K | 0.01% | +133+2.4% | Added |
| Kidder Stephen W | 5,680 | $416.6K | 0.11% | −6,350−52.8% | Reduced |