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 |
|---|---|---|---|---|---|
| Napier Financial, LLC | 4,148 | $304.3K | 0.06% | −50−1.2% | Reduced |
| PKS Advisory Services, LLC | 4,144 | $303.9K | 0.05% | −739−15.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,140 | $303.7K | 0.04% | +5+0.1% | Added |
| Waddell & Associates, LLC | 4,140 | $303.7K | 0.02% | +4,140 | New |
| BIP Wealth, LLC | 4,130 | $303.0K | 0.01% | +4,130 | New |
| Drive Wealth Management, LLC | 4,125 | $302.6K | 0.05% | +4,125 | New |
| Polymer Capital Management (US) LLC | 4,119 | $302.1K | 0.04% | +4,119 | New |
| Waterloo Capital, L.P. | 4,096 | $300.5K | 0.02% | +4,096 | New |
| JTC Employer Solutions Trusteee Ltd | 4,090 | $300.0K | 0.02% | +8+0.2% | Added |
| Vann Equity Management LLC | 4,082 | $299.4K | 0.18% | +84+2.1% | Added |
| Madrona Financial Services, LLC | 4,076 | $298.9K | 0.06% | +4,076 | New |
| Gsa Capital Partners LLP | 4,045 | $297.0K | 0.02% | +4,045 | New |
| Sterling Capital Management LLC | 4,044 | $296.6K | 0.01% | +1,464+56.7% | Added |
| Round Rock Advisors, LLC | 4,033 | $295.8K | 0.04% | +10+0.2% | Added |
| United Asset Strategies, Inc. | 4,003 | $293.6K | 0.02% | +4,003 | New |
| Madison Wealth Partners, Inc | 4,002 | $293.6K | 0.04% | +51+1.3% | Added |
| Charles Schwab Trust Co | 4,000 | $293.4K | 0.02% | +4,000 | New |
| ISAM Funds (UK) Ltd | 4,000 | $293.4K | 0.21% | +4,000 | New |
| Cornerstone Wealth Group, LLC | 3,998 | $293.2K | 0.02% | +144+3.7% | Added |
| Cohen & Steers, Inc. | 4,000 | $293.0K | 0.00% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,992 | $292.8K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,947 | $289.5K | 0.04% | −255−6.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,940 | $289.0K | 0.01% | +8+0.2% | Added |
| Modern Wealth Management, LLC | 3,935 | $288.6K | 0.00% | +3,935 | New |
| MBL Wealth, LLC | 3,901 | $286.1K | 0.02% | +3,901 | New |
| Thomasville National Bank | 3,898 | $285.9K | 0.02% | +3,898 | New |
| Peddock Capital Advisors, LLC | 3,880 | $284.6K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,855 | $282.8K | 0.02% | +288+8.1% | Added |
| AlphaGrep UK Ltd | 3,850 | $282.4K | 0.09% | +3,850 | New |
| New Hampshire Trust | 3,832 | $281.1K | 0.05% | +3,832 | New |
| First National Trust Co | 3,830 | $280.9K | 0.01% | −747−16.3% | Reduced |
| Baker Boyer National Bank | 3,824 | $280.5K | 0.08% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,810 | $279.5K | 0.00% | −96−2.5% | Reduced |
| Griffin Asset Management, Inc. | 3,800 | $278.7K | 0.03% | 00.0% | Unchanged |
| Todd Asset Management LLC | 3,785 | $277.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,782 | $277.4K | 0.01% | −104−2.7% | Reduced |
| Broadwater Capital Management LLC | 3,769 | $276.5K | 0.20% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $275.9K | 0.07% | 0 | Unchanged |
| Aries Wealth Management | 3,760 | $275.8K | 0.05% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,751 | $275.1K | 0.06% | +3,751 | New |
| Advyzon Investment Management, LLC | 3,746 | $274.8K | 0.02% | +170+4.8% | Added |
| Everhart Financial Group, Inc. | 3,745 | $274.7K | 0.02% | +3,745 | New |
| Center For Asset Management LLC | 3,744 | $274.6K | 0.12% | −863−18.7% | Reduced |
| Radnor Capital Management, LLC | 3,732 | $273.7K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,728 | $273.4K | 0.02% | +165+4.6% | Added |
| Alpine Woods Capital Investors, LLC | 3,718 | $272.7K | 0.06% | −170−4.4% | Reduced |
| Capital Investment Counsel, Inc | 3,700 | $271.4K | 0.03% | +100+2.8% | Added |
| First Foundation Advisors | 3,690 | $270.7K | 0.01% | +4+0.1% | Added |
| Mayflower Financial Advisors, LLC | 3,668 | $269.1K | 0.02% | +3,668 | New |
| Conning Inc. | 3,668 | $269.0K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $268.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,653 | $268.0K | 0.04% | −159−4.2% | Reduced |
| Heritage Wealth Management, Inc. | 3,646 | $267.4K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,646 | $267.4K | 0.03% | +3,646 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,643 | $267.2K | 0.01% | +3,643 | New |
| RFG Advisory, LLC | 3,626 | $266.0K | 0.00% | −1,044−22.4% | Reduced |
| Massmutual Trust Co FSB | 3,625 | $265.9K | 0.01% | −80−2.2% | Reduced |
| Kovack Advisors, Inc. | 3,647 | $264.4K | 0.01% | −344−8.6% | Reduced |
| Childress Capital Advisors, LLC | 3,601 | $264.1K | 0.04% | −688−16.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $264.1K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,586 | $263.0K | 0.01% | +3,586 | New |
| Sovereign Financial Group, Inc. | 3,585 | $263.0K | 0.04% | −214−5.6% | Reduced |
| MV Capital Management, Inc. | 3,583 | $262.8K | 0.02% | +28+0.8% | Added |
| Montis Financial, LLC | 3,581 | $262.6K | 0.05% | +10.0% | Added |
| City National Bank of Florida | 3,571 | $261.9K | 0.11% | +3,571 | New |
| Cape Cod Five Cents Savings Bank | 3,563 | $261.3K | 0.02% | +3,563 | New |
| Greenwich Wealth Management LLC | 3,530 | $259.0K | 0.01% | −73−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 3,522 | $258.3K | 0.03% | +3,522 | New |
| Relyea Zuckerberg Hanson LLC | 3,512 | $257.6K | 0.02% | +3,512 | New |
| Ares Financial Consulting, LLC | 3,490 | $256.0K | 0.18% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,486 | $255.7K | 0.02% | −246−6.6% | Reduced |
| Independence Bank of Kentucky | 3,481 | $255.3K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,477 | $255.1K | 0.02% | −174−4.8% | Reduced |
| One Charles Private Wealth Services, LLC | 3,472 | $254.6K | 0.06% | +3,472 | New |
| Everpar Advisors LLC | 3,468 | $254.4K | 0.07% | +3,468 | New |
| Bath Savings Trust Co | 3,465 | $254.2K | 0.03% | −210−5.7% | Reduced |
| Opal Wealth Advisors, LLC | 3,457 | $253.6K | 0.05% | −220−6.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,450 | $253.1K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,450 | $253.1K | 0.12% | +3,450 | New |
| ProCore Advisors, LLC | 3,438 | $252.2K | 0.31% | +3,438 | New |
| Heritage Investment Group, Inc. | 3,430 | $251.6K | 0.03% | +3,430 | New |
| MONECO Advisors, LLC | 3,430 | $251.6K | 0.02% | +3,430 | New |
| Legacy Edge Advisors, LLC | 3,428 | $251.4K | 0.02% | +3,428 | New |
| BKM Wealth Management, LLC | 3,418 | $250.7K | 0.09% | −15−0.4% | Reduced |
| Virtue Capital Management, LLC | 3,408 | $250.0K | 0.03% | −878−20.5% | Reduced |
| SmartHarvest Portfolios, LLC | 3,405 | $249.8K | 0.08% | +3,405 | New |
| Larson Financial Group LLC | 3,403 | $249.6K | 0.01% | −114−3.2% | Reduced |
| TFC Financial Management | 3,384 | $248.2K | 0.03% | +49+1.5% | Added |
| Basecamp Wealth Advisors LLC | 3,384 | $248.2K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,379 | $247.8K | 0.03% | +3,379 | New |
| Embree Financial Group | 3,375 | $247.6K | 0.02% | +3,375 | New |
| Fieldview Capital Management, LLC | 3,356 | $246.2K | 0.07% | +3,356 | New |
| Cardinal Point Capital Management, ULC | 3,340 | $245.0K | 0.01% | +3,340 | New |
| Tannin Capital LLC | 3,338 | $244.8K | 0.16% | −340−9.2% | Reduced |
| Strategic Advisors LLC | 3,331 | $244.3K | 0.05% | +3,331 | New |
| Northstar Asset Management LLC | 3,532 | $243.3K | 0.05% | +3,532 | New |
| Commerzbank Aktiengesellschaft | 3,310 | $243.0K | 0.00% | −278−7.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,307 | $242.6K | 0.01% | +3,307 | New |
| Smithfield Trust Co | 3,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 3,294 | $241.6K | 0.04% | +3,294 | New |