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 |
|---|---|---|---|---|---|
| Eagle Wealth Advisors LLC | 5,692 | $417.5K | 0.32% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,696 | $417.8K | 0.15% | −150−2.6% | Reduced |
| Legacy Trust | 5,741 | $421.1K | 0.07% | +50+0.9% | Added |
| Bokf, NA | 5,745 | $421.4K | 0.01% | −140−2.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,749 | $421.7K | 0.01% | −177−3.0% | Reduced |
| Guardian Wealth Advisors, LLC | 5,751 | $421.8K | 0.02% | −9−0.2% | Reduced |
| Donaldson Capital Management, LLC | 5,800 | $425.4K | 0.01% | +1,059+22.3% | Added |
| Dynamic Advisor Solutions LLC | 5,801 | $425.5K | 0.01% | +158+2.8% | Added |
| Cambient Family Office, LLC | 5,802 | $425.6K | 0.05% | −51,233−89.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,805 | $425.8K | 0.01% | +5,805 | New |
| MEMBERS Trust Co | 5,806 | $425.9K | 0.01% | −125−2.1% | Reduced |
| Code Waechter LLC | 5,817 | $426.7K | 0.22% | +1,710+41.6% | Added |
| Miller Investment Management, LP | 5,840 | $428.4K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 5,859 | $429.8K | 0.04% | −95−1.6% | Reduced |
| Keynote Financial Services LLC | 5,868 | $430.4K | 0.20% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,881 | $431.3K | 0.01% | +10.0% | Added |
| GKV Capital Management Co., Inc. | 5,900 | $432.8K | 0.14% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,925 | $434.6K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 5,928 | $434.8K | 0.00% | −297−4.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,018 | $436.1K | 0.04% | −6,106−50.4% | Reduced |
| Oxford Financial Group Ltd | 5,964 | $437.5K | 0.02% | −3,600−37.6% | Reduced |
| Uhlmann Price Securities, LLC | 5,965 | $437.5K | 0.02% | +475+8.7% | Added |
| LCM Capital Management Inc | 5,974 | $438.2K | 0.19% | −120−2.0% | Reduced |
| HORAN Wealth, LLC | 5,977 | $438.4K | 0.05% | +206+3.6% | Added |
| Mountain Pacific Investment Advisers Inc | 5,980 | $438.6K | 0.07% | −150−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 5,982 | $438.8K | 0.01% | −59−1.0% | Reduced |
| AlTi Global, Inc. | 5,984 | $438.9K | 0.01% | +1,026+20.7% | Added |
| Baader Bank INC | 5,987 | $439.1K | 0.04% | −904−13.1% | Reduced |
| S.A. Mason LLC | 5,988 | $439.2K | 0.13% | −59−1.0% | Reduced |
| Brookstone Capital Management | 5,998 | $440.0K | 0.00% | +614+11.4% | Added |
| Midwest Trust Co | 6,000 | $440.1K | 0.00% | −282−4.5% | Reduced |
| Systematic Financial Management LP | 6,000 | $440.1K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,004 | $440.4K | 0.02% | −236−3.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,013 | $442.0K | 0.12% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 6,026 | $442.0K | 0.05% | −4,156−40.8% | Reduced |
| DeDora Capital, Inc. | 6,061 | $444.6K | 0.10% | +320+5.6% | Added |
| Institute for Wealth Management, LLC. | 6,083 | $446.2K | 0.04% | +363+6.3% | Added |
| Founders Financial Alliance, LLC | 6,094 | $447.0K | 0.06% | +161+2.7% | Added |
| Riggs Asset Managment Co. Inc. | 6,094 | $447.0K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 6,114 | $448.5K | 0.02% | +290+5.0% | Added |
| Texas Yale Capital Corp. | 6,118 | $448.8K | 0.01% | +750+14.0% | Added |
| Anchyra Partners LLC | 6,121 | $449.0K | 0.11% | +99+1.6% | Added |
| 71 West Capital Partners | 6,128 | $449.5K | 0.02% | +1,622+36.0% | Added |
| XTX Topco Ltd | 6,153 | $451.3K | 0.01% | −78,036−92.7% | Reduced |
| Sentinus, LLC | 6,154 | $451.4K | 0.04% | +1,222+24.8% | Added |
| Stonebridge Capital Advisors LLC | 6,155 | $451.5K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,161 | $451.9K | 0.03% | +110+1.8% | Added |
| Innovative Asset Advisors Group, LLC | 6,161 | $451.9K | 0.20% | −952−13.4% | Reduced |
| NTV Asset Management LLC | 6,173 | $452.8K | 0.04% | −72−1.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,185 | $453.7K | 0.06% | −340−5.2% | Reduced |
| Basepoint Wealth LLC | 6,190 | $454.0K | 0.26% | −261−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 6,195 | $454.4K | 0.01% | −154−2.4% | Reduced |
| Foster & Motley Inc | 6,233 | $457.0K | 0.02% | −31−0.5% | Reduced |
| SCS Capital Management LLC | 6,236 | $457.4K | 0.00% | +131+2.1% | Added |
| Marco Investment Management LLC | 6,236 | $457.4K | 0.03% | −20−0.3% | Reduced |
| First City Capital Management, Inc. | 6,244 | $458.0K | 0.22% | −35−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 6,252 | $458.5K | 0.00% | +672+12.0% | Added |
| Western Wealth Management, LLC | 6,260 | $459.2K | 0.02% | +285+4.8% | Added |
| Berkshire Asset Management LLC | 6,280 | $460.6K | 0.02% | −18−0.3% | Reduced |
| Red Door Wealth Management, LLC | 6,295 | $461.7K | 0.04% | +33+0.5% | Added |
| Parcion Private Wealth LLC | 6,399 | $469.4K | 0.03% | +1,213+23.4% | Added |
| Vanguard National Trust Co | 6,408 | $470.0K | 0.03% | −2,232−25.8% | Reduced |
| Orographic Financial Advisors, LLC | 7,481 | $471.0K | 0.31% | −11−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 6,459 | $473.8K | 0.01% | −156−2.4% | Reduced |
| Southeast Asset Advisors Inc. | 6,485 | $475.7K | 0.05% | −75−1.1% | Reduced |
| St Germain D J Co Inc | 6,499 | $476.7K | 0.02% | −32−0.5% | Reduced |
| First Citizens Bank & Trust Co | 6,502 | $476.9K | 0.01% | −2,931−31.1% | Reduced |
| Spire Wealth Management | 6,534 | $479.2K | 0.01% | +62+1.0% | Added |
| General Partner, Inc. | 6,583 | $482.9K | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 6,583 | $482.9K | 0.03% | +2,001+43.7% | Added |
| Founders Capital Management, LLC | 6,599 | $484.0K | 0.07% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,634 | $486.6K | 0.20% | −9−0.1% | Reduced |
| Invesco, LLC | 6,655 | $488.1K | 0.15% | 00.0% | Unchanged |
| Farmers National Bank | 6,700 | $491.4K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,706 | $491.9K | 0.02% | +48+0.7% | Added |
| Bell Investment Advisors, Inc | 6,750 | $495.1K | 0.07% | +15+0.2% | Added |
| International Assets Investment Management, LLC | 6,878 | $495.8K | 0.03% | −456−6.2% | Reduced |
| Boston Family Office LLC | 6,783 | $498.0K | 0.03% | −150−2.2% | Reduced |
| Triangle Securities Wealth Management | 6,798 | $498.6K | 0.10% | +485+7.7% | Added |
| Spirepoint Private Client, LLC | 6,848 | $502.3K | 0.04% | −164−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,860 | $503.2K | 0.03% | +392+6.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,889 | $505.3K | 0.00% | −770−10.1% | Reduced |
| Mengis Capital Management, Inc. | 6,901 | $506.2K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,914 | $507.1K | 0.01% | −334−4.6% | Reduced |
| Hohimer Wealth Management, LLC | 6,924 | $507.9K | 0.05% | 00.0% | Unchanged |
| Delaney Dennis R | 6,975 | $511.6K | 0.16% | −23,080−76.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,979 | $511.8K | 0.01% | +461+7.1% | Added |
| JM2 Capital Inc. | 6,979 | $511.9K | 0.35% | −184−2.6% | Reduced |
| Partners Capital Investment Group, LLP | 6,983 | $512.2K | 0.02% | +6,983 | New |
| Meridian Wealth Management, LLC | 6,985 | $512.4K | 0.02% | +443+6.8% | Added |
| MJP Associates Inc | 7,001 | $513.5K | 0.06% | −1,513−17.8% | Reduced |
| Cambria Investment Management, L.P. | 7,004 | $513.7K | 0.03% | +7,004 | New |
| EverSource Wealth Advisors, LLC | 7,032 | $515.8K | 0.02% | −1,439−17.0% | Reduced |
| Investment Management Trust, LLC | 7,045 | $516.7K | 0.46% | +27+0.4% | Added |
| Fulcrum Asset Management LLP | 7,089 | $520.5K | 0.05% | +7,089 | New |
| Montecito Bank & Trust | 7,117 | $522.0K | 0.08% | −205−2.8% | Reduced |
| Rodgers Brothers Inc. | 7,164 | $525.4K | 0.05% | −247−3.3% | Reduced |
| Fruth Investment Management | 7,231 | $530.0K | 0.13% | −50−0.7% | Reduced |
| Cigna Investments Inc | 7,272 | $534.0K | 0.07% | −177−2.4% | Reduced |
| Shelton Capital Management | 7,285 | $534.4K | 0.01% | −291−3.8% | Reduced |