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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 7,285 | $534.4K | 0.02% | −246−3.3% | Reduced |
| Piscataqua Savings Bank | 7,294 | $535.0K | 0.36% | −85−1.2% | Reduced |
| Fishman Jay A Ltd | 7,300 | $535.5K | 0.04% | −100−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,300 | $535.5K | 0.03% | +1,780+32.2% | Added |
| GSB Wealth Management, LLC | 7,340 | $538.4K | 0.11% | +2,118+40.6% | Added |
| Trust Co of Virginia | 7,391 | $542.1K | 0.04% | −299−3.9% | Reduced |
| Moody National Bank Trust Division | 7,399 | $542.7K | 0.04% | +259+3.6% | Added |
| CFO4Life Group, LLC | 7,432 | $545.1K | 0.07% | −612−7.6% | Reduced |
| Americana Partners, LLC | 7,432 | $545.2K | 0.01% | +727+10.8% | Added |
| Ascent Group, LLC | 7,443 | $546.0K | 0.02% | +560+8.1% | Added |
| Proficio Capital Partners LLC | 7,478 | $548.5K | 0.02% | +7,478 | New |
| USS Investment Management Ltd | 7,490 | $549.1K | 0.00% | −11,385−60.3% | Reduced |
| Fortune Financial Advisors, LLC | 7,503 | $550.4K | 0.24% | +195+2.7% | Added |
| Profund Advisors LLC | 7,564 | $554.8K | 0.02% | +177+2.4% | Added |
| Atwood & Palmer Inc | 7,607 | $558.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7,631 | $559.7K | 0.05% | −150−1.9% | Reduced |
| Courier Capital LLC | 7,646 | $560.8K | 0.03% | −38−0.5% | Reduced |
| First Western Trust Bank | 7,688 | $563.9K | 0.03% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 9,126 | $564.0K | 0.37% | −23,161−71.7% | Reduced |
| New England Research & Management, Inc. | 7,700 | $564.8K | 0.22% | −225−2.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,793 | $571.6K | 0.03% | −200−2.5% | Reduced |
| First National Bank of Omaha | 7,814 | $573.8K | 0.02% | −694−8.2% | Reduced |
| Financial Perspectives, Inc | 7,828 | $574.2K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,874 | $577.6K | 0.01% | +3,546+81.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,909 | $580.1K | 0.02% | −3,698−31.9% | Reduced |
| FSM Wealth Advisors, LLC | 7,981 | $585.4K | 0.06% | +61+0.8% | Added |
| Landscape Capital Management, L.L.C. | 7,986 | $585.8K | 0.04% | +7,986 | New |
| Nautilus Advisors LLC | 8,506 | $589.8K | 0.35% | +76+0.9% | Added |
| Zions Bancorporation, National Association | 8,056 | $590.9K | 0.04% | −157−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 8,064 | $591.0K | 0.01% | −119−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 8,081 | $592.8K | 0.01% | −1,496−15.6% | Reduced |
| Axxion S.A. | 8,106 | $594.6K | 0.04% | +8,106 | New |
| Dover Advisors, LLC | 11,256 | $594.8K | 0.24% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,187 | $600.5K | 0.03% | +1,409+20.8% | Added |
| Pointe Capital Management LLC | 8,223 | $603.2K | 0.27% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,256 | $605.5K | 0.04% | −4,581−35.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $607.7K | 0.16% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,304 | $609.1K | 0.10% | −250−2.9% | Reduced |
| Advisory Alpha, LLC | 8,311 | $609.7K | 0.01% | +1,037+14.3% | Added |
| We Are One Seven, LLC | 8,348 | $612.4K | 0.01% | +575+7.4% | Added |
| Engineers Gate Manager LP | 8,361 | $613.3K | 0.01% | +8,361 | New |
| Phoenix Holdings Ltd. | 8,369 | $613.9K | 0.00% | −286−3.3% | Reduced |
| Prospera Financial Services Inc | 8,390 | $616.0K | 0.01% | +976+13.2% | Added |
| NorthRock Partners, LLC | 8,439 | $619.0K | 0.01% | +9+0.1% | Added |
| PFG Investments, LLC | 8,492 | $622.9K | 0.02% | +1,250+17.3% | Added |
| Pine Valley Investments Ltd Liability Co | 8,500 | $623.4K | 0.03% | +33+0.4% | Added |
| River Wealth Advisors LLC | 8,518 | $624.8K | 0.07% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $629.2K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,586 | $629.8K | 0.02% | +1,203+16.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,596 | $630.5K | 0.15% | +13+0.2% | Added |
| Checchi Capital Advisers, LLC | 8,688 | $637.3K | 0.04% | +126+1.5% | Added |
| Warner Group LLC | 8,700 | $638.1K | 0.16% | +4,329+99.0% | Added |
| Valeo Financial Advisors, LLC | 8,707 | $638.7K | 0.01% | +819+10.4% | Added |
| RiverFront Investment Group, LLC | 8,768 | $643.1K | 0.01% | +8,768 | New |
| Level Four Advisory Services, LLC | 8,811 | $646.3K | 0.02% | −1,544−14.9% | Reduced |
| Alps Advisors Inc | 8,823 | $647.2K | 0.00% | +8,823 | New |
| Fiduciary Group LLC | 8,872 | $650.8K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,885 | $651.7K | 0.03% | +2,888+48.2% | Added |
| Prudent Man Advisors, LLC | 8,890 | $652.1K | 0.15% | +985+12.5% | Added |
| Apella Capital, LLC | 9,512 | $653.2K | 0.01% | +233+2.5% | Added |
| Carret Asset Management, LLC | 8,933 | $655.2K | 0.06% | +76+0.9% | Added |
| Guggenheim Capital LLC | 8,933 | $655.2K | 0.00% | +1,181+15.2% | Added |
| 1st Source Bank | 8,969 | $657.9K | 0.03% | −5−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 8,976 | $658.4K | 0.04% | −630−6.6% | Reduced |
| Simmons Bank | 9,026 | $662.1K | 0.04% | −541−5.7% | Reduced |
| Harbour Investments, Inc. | 9,064 | $664.8K | 0.01% | −42−0.5% | Reduced |
| First Bank & Trust | 9,171 | $672.7K | 0.10% | −509−5.3% | Reduced |
| Wealth Alliance | 9,201 | $674.9K | 0.06% | −268−2.8% | Reduced |
| Old National Bancorp | 9,203 | $675.0K | 0.01% | +3,258+54.8% | Added |
| Transcend Wealth Collective, LLC | 9,239 | $677.7K | 0.05% | +988+12.0% | Added |
| Burns J W & Co Inc | 9,253 | $678.7K | 0.07% | −49−0.5% | Reduced |
| Groupama Asset Managment | 9,291 | $681.8K | 0.01% | +4,137+80.3% | Added |
| Sound View Wealth Advisors Group, LLC | 9,304 | $682.4K | 0.04% | −271−2.8% | Reduced |
| LVW Advisors, LLC | 9,328 | $684.2K | 0.06% | +132+1.4% | Added |
| Tandem Financial, LLC | 9,387 | $688.5K | 0.22% | +10.0% | Added |
| TCG Advisory Services, LLC | 9,489 | $696.0K | 0.01% | +1,087+12.9% | Added |
| Flagship Harbor Advisors, LLC | 9,511 | $697.6K | 0.03% | +3,053+47.3% | Added |
| Arkadios Wealth Advisors | 9,587 | $703.2K | 0.01% | +612+6.8% | Added |
| Ledyard National Bank | 9,594 | $703.7K | 0.06% | +30.0% | Added |
| Sage Investment Advisers LLC | 9,600 | $704.2K | 0.47% | +100+1.1% | Added |
| Resources Management Corp | 9,633 | $706.6K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,656 | $708.2K | 0.02% | −290−2.9% | Reduced |
| Busey Wealth Management | 9,663 | $708.8K | 0.02% | −127−1.3% | Reduced |
| City Holding Co | 9,681 | $710.1K | 0.08% | −444−4.4% | Reduced |
| St. Louis Trust Co | 6,000 | $711.4K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 9,725 | $713.3K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,727 | $713.5K | 0.01% | +9,727 | New |
| Investment Advisory Services Inc | 9,738 | $714.3K | 0.21% | +10.0% | Added |
| Boyd Watterson Asset Management LLC | 9,764 | $716.2K | 0.19% | −145−1.5% | Reduced |
| Fidelis Capital Partners, LLC | 9,803 | $719.0K | 0.04% | +678+7.4% | Added |
| Rialto Wealth Management, LLC | 9,804 | $719.1K | 0.14% | −65−0.7% | Reduced |
| Tower Bridge Advisors | 9,904 | $726.5K | 0.07% | −455−4.4% | Reduced |
| IHT Wealth Management, LLC | 9,910 | $726.9K | 0.02% | +374+3.9% | Added |
| Tower Research Capital LLC (TRC) | 9,922 | $727.8K | 0.02% | +560+6.0% | Added |
| Sawgrass Asset Management LLC | 9,925 | $728.0K | 0.10% | −355−3.5% | Reduced |
| Hartree Partners, LP | 10,000 | $733.5K | 0.16% | +10,000 | New |
| Intech Investment Management LLC | 10,054 | $737.5K | 0.01% | −10,398−50.8% | Reduced |
| Avestar Capital, LLC | 10,117 | $742.1K | 0.04% | +27+0.3% | Added |
| Riverwater Partners LLC | 10,157 | $745.0K | 0.22% | −2,072−16.9% | Reduced |
| Tower View Investment Management & Research LLC | 10,178 | $746.5K | 0.33% | −1,342−11.6% | Reduced |