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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 5,156 | $378.2K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,154 | $378.1K | 0.02% | +644+14.3% | Added |
| Dark Forest Capital Management LP | 5,147 | $377.5K | 0.02% | −12,818−71.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,127 | $376.1K | 0.02% | +139+2.8% | Added |
| King Luther Capital Management Corp | 5,123 | $375.8K | 0.00% | −2,344−31.4% | Reduced |
| Ancora Advisors, LLC | 5,111 | $374.9K | 0.01% | −317−5.8% | Reduced |
| Spears Abacus Advisors LLC | 5,106 | $374.5K | 0.01% | −150−2.9% | Reduced |
| Athena Investment Management | 5,092 | $373.5K | 0.22% | −1,572−23.6% | Reduced |
| Kathmere Capital Management, LLC | 5,091 | $373.4K | 0.02% | +1,017+25.0% | Added |
| Mindset Wealth Management, LLC | 5,086 | $373.1K | 0.07% | +700+16.0% | Added |
| Bailard, Inc. | 5,082 | $372.7K | 0.01% | +10.0% | Added |
| Ted Buchan & Co | 5,070 | $371.9K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,062 | $371.3K | 0.04% | +1,456+40.4% | Added |
| Sky-Mountain Capital Management, Inc. | 5,059 | $371.1K | 0.27% | 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 |
| Sterling Financial Planning, Inc. | 5,027 | $368.7K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 5,008 | $367.3K | 0.09% | −352−6.6% | Reduced |
| 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 |
| Agf Management Ltd | 4,999 | $366.7K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,987 | $365.8K | 0.01% | −5,288−51.5% | Reduced |
| Arrow Financial Corp | 4,975 | $364.9K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,960 | $363.8K | 0.02% | +63+1.3% | Added |
| Ronald Blue Trust, Inc. | 4,932 | $361.7K | 0.00% | −638−11.5% | Reduced |
| Knightsbridge Asset Management, LLC | 4,930 | $361.6K | 0.05% | +93+1.9% | Added |
| Howard Capital Management Inc. | 4,916 | $360.6K | 0.00% | +4,916 | New |
| Leavell Investment Management, Inc. | 4,898 | $359.3K | 0.01% | −572−10.5% | Reduced |
| KRS Capital Management, LLC | 4,871 | $357.3K | 0.17% | +5+0.1% | Added |
| National Asset Management, Inc. | 4,864 | $357.2K | 0.02% | +4,864 | New |
| Larry Mathis Financial Planning, LLC | 4,844 | $355.3K | 0.27% | +4,844 | New |
| D'Orazio & Associates, Inc. | 4,806 | $352.5K | 0.04% | +16+0.3% | 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 |
| Hantz Financial Services, Inc. | 4,776 | $350.0K | 0.00% | +918+23.8% | Added |
| McDonald Partners LLC | 4,764 | $349.4K | 0.08% | −50−1.0% | Reduced |
| South State Corp. | 4,759 | $349.1K | 0.01% | −161−3.3% | Reduced |
| Covenant Asset Management, LLC | 4,732 | $347.1K | 0.06% | −368−7.2% | Reduced |
| Financial Engines Advisors L.L.C. | 4,732 | $347.1K | 0.00% | −35−0.7% | Reduced |
| Pines Wealth Management, LLC | 4,720 | $346.2K | 0.10% | −115−2.4% | Reduced |
| Pavion Blue Capital, LLC | 4,219 | $346.1K | 0.14% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 4,715 | $345.8K | 0.11% | +267+6.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,714 | $345.8K | 0.13% | −87−1.8% | Reduced |
| HCR Wealth Advisors | 4,714 | $345.8K | 0.03% | +20+0.4% | Added |
| Fire Capital Management LLC | 4,692 | $344.2K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,678 | $343.1K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,671 | $342.6K | 0.01% | +476+11.3% | Added |
| Endowment Wealth Management, Inc. | 4,656 | $341.5K | 0.13% | −43−0.9% | Reduced |
| Capital Advantage, Inc. | 4,635 | $339.9K | 0.04% | +350+8.2% | Added |
| Northstar Financial Companies, Inc. | 4,621 | $338.9K | 0.23% | +107+2.4% | Added |
| Journey Advisory Group, LLC | 4,615 | $338.5K | 0.03% | +100+2.2% | Added |
| Redhawk Wealth Advisors, Inc. | 4,614 | $338.5K | 0.03% | +112+2.5% | Added |
| Meadowbrook Advisors Group, LLC | 4,614 | $338.4K | 0.18% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 4,602 | $338.0K | 0.54% | −120−2.5% | Reduced |
| New England Capital Financial Advisors LLC | 4,607 | $337.9K | 0.08% | +12+0.3% | Added |
| Boston Trust Walden Corp | 4,587 | $336.5K | 0.00% | 00.0% | Unchanged |
| Camden National Bank | 4,583 | $336.2K | 0.04% | +4,583 | New |
| Premier Path Wealth Partners, LLC | 4,575 | $335.6K | 0.04% | +122+2.7% | Added |
| Banco Santander, S.A. | 4,565 | $334.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,551 | $333.8K | 0.03% | +934+25.8% | Added |
| Silicon Valley Capital Partners | 4,545 | $333.4K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,539 | $332.9K | 0.01% | +132+3.0% | Added |
| Colonial Trust Co | 4,510 | $330.8K | 0.04% | −794−15.0% | Reduced |
| Heritage Wealth Advisors | 4,496 | $329.8K | 0.01% | +3,722+480.9% | Added |
| L2 Asset Management, LLC | 4,477 | $328.4K | 0.03% | +210+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,472 | $328.0K | 0.01% | +220+5.2% | Added |
| Advisors Capital Management, LLC | 4,457 | $326.9K | 0.00% | −1,204−21.3% | Reduced |
| Cooper Financial Group | 4,454 | $326.7K | 0.03% | +307+7.4% | Added |
| Philadelphia Investment Partners, LLC | 5,148 | $326.3K | 0.20% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,430 | $324.9K | 0.06% | −38−0.9% | Reduced |
| PDS Planning, Inc | 4,423 | $324.4K | 0.02% | +745+20.3% | Added |
| Mystic Asset Management, Inc. | 4,413 | $323.7K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 4,409 | $323.4K | 0.08% | −966−18.0% | Reduced |
| Bridgewater Advisors Inc. | 5,162 | $322.9K | 0.02% | −122−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,376 | $321.0K | 0.03% | +1,153+35.8% | Added |
| Krilogy Financial LLC | 4,366 | $320.2K | 0.01% | −233−5.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,361 | $319.9K | 0.03% | +575+15.2% | Added |
| Ameliora Wealth Management Ltd. | 4,356 | $319.5K | 0.09% | +4,356 | New |
| Elefante Mark B | 4,350 | $319.1K | 0.14% | −32,727−88.3% | Reduced |
| Northwest Bancshares, Inc. | 4,341 | $318.4K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 4,322 | $317.0K | 0.07% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,318 | $316.7K | 0.07% | −150−3.4% | Reduced |
| Sentry LLC | 4,310 | $316.1K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,298 | $315.3K | 0.02% | +70+1.7% | Added |
| Evolve Private Wealth, LLC | 4,297 | $315.2K | 0.02% | −4,506−51.2% | Reduced |
| Valmark Advisers, Inc. | 4,296 | $315.1K | 0.00% | −428−9.1% | Reduced |
| QTR Family Wealth, LLC | 4,282 | $314.1K | 0.11% | +4,282 | New |
| Kornitzer Capital Management Inc | 4,269 | $313.1K | 0.01% | +4,269 | New |
| Focus Financial Network, Inc. | 4,267 | $313.0K | 0.01% | +17+0.4% | Added |
| Northeast Investment Management | 4,264 | $312.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,243 | $311.2K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,228 | $310.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,222 | $309.7K | 0.05% | +1,645+63.8% | Added |
| Catalyst Financial Partners LLC | 4,220 | $309.5K | 0.03% | +231+5.8% | Added |
| Northwest Financial Advisors | 4,214 | $309.1K | 0.04% | +15+0.4% | Added |
| Penserra Capital Management LLC | 4,205 | $308.0K | 0.00% | −1,123−21.1% | Reduced |
| MSH Capital Advisors LLC | 4,188 | $307.2K | 0.05% | +26+0.6% | Added |
| Wellington Shields Capital Management, LLC | 4,175 | $306.2K | 0.04% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,158 | $305.0K | 0.09% | −9−0.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,157 | $304.9K | 0.02% | +13+0.3% | Added |