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 |
|---|---|---|---|---|---|
| SCS Capital Management LLC | 6,236 | $457.4K | 0.00% | +131+2.1% | Added |
| Foster & Motley Inc | 6,233 | $457.0K | 0.02% | −31−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 6,195 | $454.4K | 0.01% | −154−2.4% | Reduced |
| Basepoint Wealth LLC | 6,190 | $454.0K | 0.26% | −261−4.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,185 | $453.7K | 0.06% | −340−5.2% | Reduced |
| NTV Asset Management LLC | 6,173 | $452.8K | 0.04% | −72−1.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 6,161 | $451.9K | 0.20% | −952−13.4% | Reduced |
| Frank, Rimerman Advisors LLC | 6,161 | $451.9K | 0.03% | +110+1.8% | Added |
| Stonebridge Capital Advisors LLC | 6,155 | $451.5K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 6,154 | $451.4K | 0.04% | +1,222+24.8% | Added |
| XTX Topco Ltd | 6,153 | $451.3K | 0.01% | −78,036−92.7% | Reduced |
| 71 West Capital Partners | 6,128 | $449.5K | 0.02% | +1,622+36.0% | Added |
| Anchyra Partners LLC | 6,121 | $449.0K | 0.11% | +99+1.6% | Added |
| Texas Yale Capital Corp. | 6,118 | $448.8K | 0.01% | +750+14.0% | Added |
| Equitable Trust Co | 6,114 | $448.5K | 0.02% | +290+5.0% | Added |
| Riggs Asset Managment Co. Inc. | 6,094 | $447.0K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,094 | $447.0K | 0.06% | +161+2.7% | Added |
| Institute for Wealth Management, LLC. | 6,083 | $446.2K | 0.04% | +363+6.3% | Added |
| DeDora Capital, Inc. | 6,061 | $444.6K | 0.10% | +320+5.6% | Added |
| Abacus Wealth Partners, LLC | 6,026 | $442.0K | 0.05% | −4,156−40.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,013 | $442.0K | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,004 | $440.4K | 0.02% | −236−3.8% | Reduced |
| 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 |
| Brookstone Capital Management | 5,998 | $440.0K | 0.00% | +614+11.4% | Added |
| S.A. Mason LLC | 5,988 | $439.2K | 0.13% | −59−1.0% | Reduced |
| Baader Bank INC | 5,987 | $439.1K | 0.04% | −904−13.1% | Reduced |
| AlTi Global, Inc. | 5,984 | $438.9K | 0.01% | +1,026+20.7% | Added |
| Atlantic Union Bankshares Corp | 5,982 | $438.8K | 0.01% | −59−1.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,980 | $438.6K | 0.07% | −150−2.4% | Reduced |
| HORAN Wealth, LLC | 5,977 | $438.4K | 0.05% | +206+3.6% | Added |
| LCM Capital Management Inc | 5,974 | $438.2K | 0.19% | −120−2.0% | Reduced |
| Uhlmann Price Securities, LLC | 5,965 | $437.5K | 0.02% | +475+8.7% | Added |
| Oxford Financial Group Ltd | 5,964 | $437.5K | 0.02% | −3,600−37.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,018 | $436.1K | 0.04% | −6,106−50.4% | Reduced |
| Haverford Trust Co | 5,928 | $434.8K | 0.00% | −297−4.8% | Reduced |
| KLCM Advisors, Inc. | 5,925 | $434.6K | 0.03% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 5,900 | $432.8K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,881 | $431.3K | 0.01% | +10.0% | Added |
| Keynote Financial Services LLC | 5,868 | $430.4K | 0.20% | 00.0% | Unchanged |
| Trust Point Inc. | 5,859 | $429.8K | 0.04% | −95−1.6% | Reduced |
| Miller Investment Management, LP | 5,840 | $428.4K | 0.04% | 00.0% | Unchanged |
| Code Waechter LLC | 5,817 | $426.7K | 0.22% | +1,710+41.6% | Added |
| MEMBERS Trust Co | 5,806 | $425.9K | 0.01% | −125−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 5,805 | $425.8K | 0.01% | +5,805 | New |
| Cambient Family Office, LLC | 5,802 | $425.6K | 0.05% | −51,233−89.8% | Reduced |
| Dynamic Advisor Solutions LLC | 5,801 | $425.5K | 0.01% | +158+2.8% | Added |
| Donaldson Capital Management, LLC | 5,800 | $425.4K | 0.01% | +1,059+22.3% | Added |
| Guardian Wealth Advisors, LLC | 5,751 | $421.8K | 0.02% | −9−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,749 | $421.7K | 0.01% | −177−3.0% | Reduced |
| Bokf, NA | 5,745 | $421.4K | 0.01% | −140−2.4% | Reduced |
| Legacy Trust | 5,741 | $421.1K | 0.07% | +50+0.9% | Added |
| Tiemann Investment Advisors, LLC | 5,696 | $417.8K | 0.15% | −150−2.6% | Reduced |
| Eagle Wealth Advisors LLC | 5,692 | $417.5K | 0.32% | 00.0% | Unchanged |
| Kidder Stephen W | 5,680 | $416.6K | 0.11% | −6,350−52.8% | Reduced |
| GeoWealth Management, LLC | 5,673 | $416.1K | 0.01% | +133+2.4% | Added |
| Calamos Wealth Management LLC | 5,671 | $416.0K | 0.01% | −490−8.0% | Reduced |
| Argent Capital Management LLC | 5,660 | $415.2K | 0.01% | −1,000−15.0% | Reduced |
| Azimuth Capital Investment Management LLC | 5,645 | $414.1K | 0.01% | −383−6.4% | Reduced |
| Franklin Street Advisors Inc | 5,643 | $413.9K | 0.02% | −1,310−18.8% | Reduced |
| Atom Investors LP | 5,637 | $413.5K | 0.04% | +5,637 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,629 | $412.6K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,618 | $412.1K | 0.05% | +1,378+32.5% | Added |
| Gateway Wealth Partners, LLC | 5,608 | $411.4K | 0.02% | −4,284−43.3% | Reduced |
| Peoples Financial Services Corp. | 5,590 | $410.0K | 0.18% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 5,577 | $409.1K | 0.25% | −772−12.2% | Reduced |
| CPA Asset Management LLC | 5,568 | $408.4K | 0.12% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,562 | $408.0K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 5,553 | $407.3K | 0.03% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 5,542 | $406.5K | 0.04% | +217+4.1% | Added |
| SNS Financial Group, LLC | 5,541 | $406.5K | 0.01% | +5,541 | New |
| Ostrum Asset Management | 5,516 | $404.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,472 | $401.4K | 0.03% | −19−0.3% | Reduced |
| Dempze Nancy E | 5,472 | $401.4K | 0.19% | −7,112−56.5% | Reduced |
| Change Path, LLC | 5,455 | $400.1K | 0.01% | −1,331−19.6% | Reduced |
| Appleton Partners Inc | 5,434 | $399.0K | 0.02% | −200−3.5% | Reduced |
| West Family Investments, Inc. | 5,437 | $398.8K | 0.12% | +5,437 | New |
| Empower Advisory Group, LLC | 5,423 | $397.8K | 0.00% | −236−4.2% | Reduced |
| Woodmont Investment Counsel LLC | 5,401 | $396.2K | 0.02% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 5,388 | $395.2K | 0.23% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,384 | $394.9K | 0.02% | +5,384 | New |
| Twelve Points Wealth Management LLC | 5,382 | $394.8K | 0.08% | −39−0.7% | Reduced |
| Enterprise Financial Services Corp | 5,377 | $394.4K | 0.16% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,374 | $394.2K | 0.06% | +101+1.9% | Added |
| Oslo Pensjonsforsikring AS | 5,357 | $392.9K | 0.05% | −1,253−19.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,355 | $392.8K | 0.09% | −205−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,339 | $391.6K | 0.01% | +63+1.2% | Added |
| Reuter James Wealth Management, LLC | 5,336 | $391.4K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,325 | $390.6K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,316 | $389.9K | 0.02% | −5−0.1% | Reduced |
| HighPoint Advisor Group LLC | 5,297 | $388.5K | 0.01% | +41+0.8% | Added |
| Bull Harbor Capital LLC | 5,286 | $387.7K | 0.08% | +5,286 | New |
| Garden State Investment Advisory Services LLC | 5,283 | $387.5K | 0.08% | +30+0.6% | Added |
| Acropolis Investment Management, LLC | 5,272 | $386.7K | 0.02% | +10.0% | Added |
| Panagora Asset Management Inc | 5,255 | $385.5K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,254 | $385.4K | 0.07% | +188+3.7% | Added |
| Howland Capital Management LLC | 5,250 | $385.1K | 0.01% | +1,230+30.6% | Added |
| MFA Wealth Services | 5,208 | $382.0K | 0.23% | +5,208 | New |
| Lighthouse Financial Services Inc | 5,262 | $379.3K | 0.08% | +17+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $379.0K | 0.23% | 00.0% | Unchanged |