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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 3,291 | $241.4K | 0.01% | −1,236−27.3% | Reduced |
| Michael Brady & Co., LLC | 3,285 | $241.0K | 0.21% | −400−10.9% | Reduced |
| Puzo Michael J | 3,285 | $241.0K | 0.06% | −19,000−85.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,284 | $240.9K | 0.01% | −889−21.3% | Reduced |
| Davidson Trust Co | 3,281 | $240.7K | 0.09% | +3,281 | New |
| Fortis Group Advisors, LLC | 3,278 | $240.4K | 0.04% | +3,202+4,213.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,274 | $240.1K | 0.02% | +3,274 | New |
| Keel Point, LLC | 3,271 | $239.9K | 0.01% | +3,271 | New |
| Ewa, LLC | 3,266 | $239.6K | 0.04% | +3,266 | New |
| Federated Hermes, Inc. | 3,264 | $239.4K | 0.00% | −30−0.9% | Reduced |
| Root Financial Partners, LLC | 3,251 | $238.5K | 0.01% | +303+10.3% | Added |
| FourThought Financial Partners, LLC | 3,241 | $237.7K | 0.02% | +3,241 | New |
| Aspiriant, LLC | 3,232 | $237.1K | 0.01% | +3,232 | New |
| Los Angeles Capital Management LLC | 3,214 | $235.7K | 0.00% | −424−11.7% | Reduced |
| First Financial Bankshares Inc | 3,200 | $234.7K | 0.00% | +3,200 | New |
| May Hill Capital, LLC | 3,193 | $234.2K | 0.05% | +3,193 | New |
| Elevate Wealth Advisory, Inc | 3,185 | $233.6K | 0.13% | +3,185 | New |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $232.9K | 0.13% | +3,175 | New |
| Ariadne Wealth Management, LP | 3,175 | $232.9K | 0.10% | +3,175 | New |
| Fiduciary Alliance LLC | 3,174 | $232.8K | 0.02% | +3,174 | New |
| Defiance ETFs, LLC | 3,229 | $232.7K | 0.00% | +3,229 | New |
| Main Street Financial Solutions, LLC | 3,169 | $232.5K | 0.01% | +3,169 | New |
| Hilltop Holdings Inc. | 3,165 | $232.2K | 0.02% | +3,165 | New |
| Fox Run Management, L.L.C. | 3,163 | $232.0K | 0.04% | +3,163 | New |
| Edgemoor Investment Advisors, Inc. | 3,158 | $231.6K | 0.02% | +3,158 | New |
| Integrity Financial Corp | 3,150 | $231.1K | 0.11% | +3,150 | New |
| Voya Financial Advisors, Inc. | 3,137 | $230.3K | 0.02% | +3,137 | New |
| Legacy Wealth Partners, LLC | 3,134 | $229.9K | 0.05% | +3,134 | New |
| Harold Davidson & Associates Inc. | 3,125 | $229.2K | 0.10% | +3,125 | New |
| Symphony Financial, Ltd. Co. | 3,120 | $229.1K | 0.03% | +3,120 | New |
| Legacy Wealth Advisors, LLC | 3,113 | $228.3K | 0.10% | +3,113 | New |
| Purkiss Capital Advisors LLC | 3,112 | $228.3K | 0.09% | +3,112 | New |
| Navellier & Associates Inc | 3,110 | $228.1K | 0.02% | +3,110 | New |
| Financial Advisory Service, Inc. | 3,108 | $227.9K | 0.01% | +3,108 | New |
| Sepio Capital, LP | 3,104 | $227.6K | 0.01% | +3,104 | New |
| Wingate Wealth Advisors, Inc. | 3,092 | $226.8K | 0.10% | +3,092 | New |
| Hamilton Capital, LLC | 3,085 | $226.3K | 0.01% | +3,085 | New |
| Capital Asset Advisory Services LLC | 3,083 | $226.2K | 0.01% | +3,083 | New |
| Norden Group LLC | 3,077 | $225.7K | 0.02% | +3,077 | New |
| Carter Financial Group, INC. | 3,077 | $225.7K | 0.12% | +3,077 | New |
| Z3 Capital Partners, LLC | 3,065 | $224.8K | 0.05% | +3,065 | New |
| Sheets Smith Wealth Management | 3,064 | $224.7K | 0.02% | +3,064 | New |
| Alta Advisers Ltd | 3,063 | $224.7K | 0.05% | +3,063 | New |
| William John Sempolinski | 3,057 | $224.2K | 0.09% | +3,057 | New |
| CWA Asset Management Group, LLC | 3,055 | $224.1K | 0.01% | +3,055 | New |
| Cane Capital Partners, LLC | 3,051 | $223.8K | 0.09% | +3,051 | New |
| Fukoku Mutual Life Insurance Co | 3,049 | $223.6K | 0.01% | +3,049 | New |
| Brooks, Moore & Associates, Inc. | 3,045 | $223.4K | 0.10% | +3,045 | New |
| IFG Advisory, LLC | 3,027 | $222.0K | 0.01% | +3,027 | New |
| Whitener Capital Management, Inc. | 3,026 | $222.0K | 0.05% | +3,026 | New |
| Hummer Financial Advisory Services Inc | 3,026 | $222.0K | 0.15% | +3,026 | New |
| Money Concepts Capital Corp | 3,015 | $221.2K | 0.01% | +3,015 | New |
| Manchester Capital Management LLC | 3,000 | $220.1K | 0.03% | +91+3.1% | Added |
| Promethium Advisors,llc | 3,000 | $220.1K | 0.11% | +3,000 | New |
| Sittner & Nelson, LLC | 2,989 | $219.2K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,970 | $217.9K | 0.01% | +2,970 | New |
| Philadelphia Trust Co | 2,965 | $217.0K | 0.01% | +2,965 | New |
| Wynn Capital, LLC | 2,953 | $216.6K | 0.10% | +2,953 | New |
| Aurdan Capital Management, LLC | 2,943 | $215.9K | 0.05% | +2,943 | New |
| DF Dent & Co Inc | 2,938 | $215.5K | 0.00% | +2,938 | New |
| Basso Capital Management, L.P. | 2,933 | $215.1K | 0.05% | +2,933 | New |
| E Fund Management Co., Ltd. | 2,930 | $214.9K | 0.00% | +2,930 | New |
| Cypress Capital Group | 2,928 | $214.8K | 0.02% | +2,928 | New |
| Caldwell Sutter Capital, Inc. | 2,922 | $214.3K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,915 | $214.0K | 0.05% | 00.0% | Unchanged |
| Swiss Re Ltd | 2,915 | $213.8K | 0.02% | +2,499+600.7% | Added |
| Adirondack Trust Co | 2,913 | $213.7K | 0.06% | −40−1.4% | Reduced |
| First Financial Corp | 2,912 | $213.6K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,107 | $213.4K | 0.16% | +3,107 | New |
| Isthmus Partners, LLC | 2,900 | $212.7K | 0.02% | +2,900 | New |
| Pekin Hardy Strauss, Inc. | 2,895 | $212.3K | 0.02% | +2,895 | New |
| West Michigan Advisors, LLC | 2,894 | $212.3K | 0.04% | +2,894 | New |
| Nations Financial Group Inc, | 2,893 | $212.2K | 0.01% | +2,893 | New |
| Armis Advisers, LLC | 3,024 | $212.0K | 0.02% | +3,024 | New |
| Evansbrook LLC | 2,872 | $210.7K | 0.13% | +2,872 | New |
| Heritage Trust Co | 2,867 | $210.3K | 0.02% | +2,867 | New |
| BSW Wealth Partners | 2,867 | $210.3K | 0.02% | −908−24.1% | Reduced |
| Principal Street Partners, LLC | 2,866 | $210.2K | 0.03% | +2,866 | New |
| Kovitz Investment Group Partners, LLC | 2,852 | $209.2K | 0.00% | −13,082−82.1% | Reduced |
| Morton Capital Management LLC | 2,847 | $208.8K | 0.03% | +2,847 | New |
| Chemung Canal Trust Co | 2,844 | $208.6K | 0.04% | −1,013−26.3% | Reduced |
| Rathbone Brothers plc | 2,844 | $208.6K | 0.00% | +2,844 | New |
| Wealth Quarterback LLC | 2,841 | $208.4K | 0.06% | +2,841 | New |
| Silver Lake Advisory, LLC | 2,830 | $207.6K | 0.07% | +2,830 | New |
| SeaCrest Wealth Management, LLC | 2,817 | $206.6K | 0.02% | −1,238−30.5% | Reduced |
| First Nebraska Trust Co | 2,806 | $205.8K | 0.02% | +2,806 | New |
| Alhambra Investment Partners LLC | 2,800 | $205.4K | 0.09% | +2,800 | New |
| SFMG, LLC | 2,800 | $205.4K | 0.01% | +2,800 | New |
| Mairs & Power Inc | 2,785 | $204.3K | 0.00% | +2,785 | New |
| Wick Capital Partners, LLC | 2,784 | $204.2K | 0.03% | +2,784 | New |
| Osborne Partners Capital Management, LLC | 2,781 | $204.0K | 0.01% | +2,781 | New |
| Sowell Financial Services LLC | 2,776 | $203.6K | 0.01% | +2,776 | New |
| Perennial Investment Advisors, LLC | 2,776 | $203.6K | 0.01% | +2,776 | New |
| Aviance Capital Partners, LLC | 2,761 | $202.5K | 0.02% | +2,761 | New |
| CVA Family Office, LLC | 2,758 | $202.3K | 0.02% | +280+11.3% | Added |
| PFG Advisors | 2,752 | $201.8K | 0.01% | +2,752 | New |
| GDS Wealth Management | 2,741 | $201.1K | 0.01% | +2,741 | New |
| Fundamentun, LLC | 2,740 | $201.0K | 0.01% | +2,740 | New |
| Knollwood Investment Advisory, LLC | 2,739 | $200.9K | 0.02% | +2,739 | New |
| TownSquare Capital, LLC | 2,732 | $200.4K | 0.04% | +2,732 | New |