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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 2,727 | $200.0K | 0.00% | +387+16.5% | Added |
| Financial Life Planners | 2,706 | $198.5K | 0.13% | +10+0.4% | Added |
| Costello Asset Management, INC | 2,626 | $192.6K | 0.06% | −199−7.0% | Reduced |
| Cromwell Holdings LLC | 2,581 | $189.3K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 2,576 | $188.9K | 0.03% | −31−1.2% | Reduced |
| Graticule Asia Macro Advisors LLC | 2,573 | $188.7K | 0.01% | +2,573 | New |
| Stephenson National Bank & Trust | 2,523 | $185.1K | 0.05% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 2,518 | $184.7K | 0.09% | −1,152−31.4% | Reduced |
| Hilltop National Bank | 2,487 | $182.4K | 0.04% | +857+52.6% | Added |
| Fortitude Family Office, LLC | 2,457 | $180.2K | 0.04% | +1,125+84.5% | Added |
| Financial Consulate, Inc | 2,408 | $176.6K | 0.02% | +6+0.2% | Added |
| Aberdeen Wealth Management LLC | 2,400 | $176.0K | 0.08% | +2,400 | New |
| Quent Capital, LLC | 2,313 | $169.7K | 0.01% | −45−1.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $169.0K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,247 | $164.8K | 0.13% | +22+1.0% | Added |
| Oakworth Capital, Inc. | 2,222 | $162.7K | 0.01% | −30−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,171 | $159.2K | 0.03% | −312−12.6% | Reduced |
| EFG International AG | 2,171 | $159.2K | 0.00% | +739+51.6% | Added |
| Ulland Investment Advisors, LLC | 2,169 | $159.0K | 0.12% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,163 | $158.6K | 0.07% | +9+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,148 | $157.5K | 0.02% | +28+1.3% | Added |
| Hanson & Doremus Investment Management | 2,147 | $157.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,134 | $157.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 2,130 | $156.2K | 0.09% | −45−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,065 | $151.5K | 0.02% | −25−1.2% | Reduced |
| Gables Capital Management Inc. | 2,050 | $150.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $150.4K | 0.04% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2,028 | $148.7K | 0.04% | +3+0.1% | Added |
| Capital Analysts, LLC | 2,007 | $147.0K | 0.00% | −5−0.2% | Reduced |
| Cacti Asset Management LLC | 2,000 | $146.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $146.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 1,962 | $143.9K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,960 | $143.8K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,958 | $143.6K | 0.01% | +168+9.4% | Added |
| Creative Capital Management Investments LLC | 1,922 | $141.0K | 0.03% | +76+4.1% | Added |
| Hills Bank & Trust Co | 1,920 | $140.8K | 0.01% | −670−25.9% | Reduced |
| Continuum Advisory, LLC | 1,906 | $139.8K | 0.01% | +1,906 | New |
| Citizens National Bank Trust Department | 1,900 | $139.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,891 | $138.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,833 | $134.5K | 0.01% | −17−0.9% | Reduced |
| Grove Bank & Trust | 1,788 | $131.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1,775 | $130.2K | 0.00% | +1,775 | New |
| Wilkerson Advisory Group LLC | 1,764 | $129.4K | 0.04% | +1,367+344.3% | Added |
| Southern Michigan Bank & Trust | 1,736 | $127.3K | 0.05% | −87−4.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,699 | $124.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,677 | $123.0K | 0.02% | −25−1.5% | Reduced |
| Wall Street Access Asset Management, LLC | 1,670 | $122.5K | 0.02% | +850+103.7% | Added |
| Deseret Mutual Benefit Administrators | 1,650 | $121.0K | 0.04% | −9−0.5% | Reduced |
| Crewe Advisors LLC | 1,578 | $115.7K | 0.01% | −5−0.3% | Reduced |
| CoreCap Advisors, LLC | 1,531 | $112.3K | 0.00% | +69+4.7% | Added |
| Center for Financial Planning, Inc. | 1,512 | $110.9K | 0.01% | +241+19.0% | Added |
| Sawyer & Company, Inc | 1,500 | $110.0K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $110.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,488 | $109.1K | 0.02% | +4+0.3% | Added |
| Pinnacle Bancorp, Inc. | 1,487 | $109.1K | 0.03% | +300+25.3% | Added |
| Bellevue Asset Management, LLC | 1,432 | $105.0K | 0.05% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $103.6K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,399 | $102.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,392 | $102.1K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,389 | $101.9K | 0.00% | +48+3.6% | Added |
| Clear Street Markets LLC | 1,371 | $100.6K | 0.02% | +1,242+962.8% | Added |
| MidFirst Bank | 1,342 | $98.4K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 1,340 | $98.3K | 0.05% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,309 | $96.0K | 0.01% | −9,002−87.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,294 | $94.9K | 0.00% | −115−8.2% | Reduced |
| City State Bank | 1,287 | $94.4K | 0.02% | −16−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,271 | $93.2K | 0.00% | +23+1.8% | Added |
| Community Bank, N.A. | 1,246 | $91.4K | 0.01% | −150−10.7% | Reduced |
| TOP Private Wealth LLC. | 1,243 | $91.2K | 0.09% | +1,243 | New |
| Cornerstone National Bank & Trust Co | 1,262 | $91.0K | 0.03% | −2,213−63.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,225 | $89.9K | 0.03% | −233−16.0% | Reduced |
| Addison Advisors LLC | 1,216 | $89.2K | 0.04% | −2,083−63.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,219 | $89.0K | 0.00% | +90+8.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,203 | $88.2K | 0.01% | −28−2.3% | Reduced |
| Walleye Capital LLC | 1,201 | $88.1K | 0.00% | −25,961−95.6% | Reduced |
| Kentucky Trust Co | 1,200 | $88.0K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,184 | $86.8K | 0.06% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,156 | $83.3K | 0.04% | −12−1.0% | Reduced |
| Union Savings Bank | 1,124 | $82.4K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,117 | $82.0K | 0.01% | −257−18.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,114 | $81.7K | 0.02% | +352+46.2% | Added |
| Ankerstar Wealth, LLC | 1,106 | $81.1K | 0.07% | +4+0.4% | Added |
| 10Elms LLP | 1,100 | $80.7K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,089 | $79.9K | 0.02% | −155−12.5% | Reduced |
| Truvestments Capital LLC | 1,088 | $79.8K | 0.01% | −188−14.7% | Reduced |
| CKW Financial Group | 1,103 | $79.0K | 0.01% | 00.0% | Unchanged |
| First National Bank | 1,071 | $78.6K | 0.03% | +1,071 | New |
| Davis Capital Management | 1,065 | $78.1K | 0.05% | +1,055+10,550.0% | Added |
| Community Financial Services Group, LLC | 1,072 | $77.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,021 | $74.9K | 0.01% | +3+0.3% | Added |
| Valley National Advisers Inc | 1,004 | $73.6K | 0.01% | +7+0.7% | Added |
| Bruce G. Allen Investments, LLC | 1,001 | $73.4K | 0.05% | −14−1.4% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $73.3K | 0.01% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 1,000 | $73.3K | 0.12% | 00.0% | Unchanged |
| United Community Bank | 993 | $72.8K | 0.02% | −55−5.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 989 | $72.5K | 0.02% | +280+39.5% | Added |
| Field & Main Bank | 985 | $72.3K | 0.01% | −100−9.2% | Reduced |
| Acima Private Wealth, LLC | 967 | $70.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 952 | $69.8K | 0.01% | −55−5.5% | Reduced |
| True Wealth Design, LLC | 937 | $68.7K | 0.02% | −90−8.8% | Reduced |