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
Q3 2026 data is still coming in: 4 institutions have reported holding CARR so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Motco | 899 | $65.9K | 0.01% | +17+1.9% | Added |
| LFA - Lugano Financial Advisors SA | 890 | $65.3K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 882 | $64.7K | 0.02% | +5+0.6% | Added |
| JNBA Financial Advisors | 871 | $63.9K | 0.00% | −52−5.6% | Reduced |
| Silver Grove Financial Group, Inc. | 868 | $63.7K | 0.03% | +735+552.6% | Added |
| Cypress Capital Management LLC (WY) | 860 | $63.1K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 852 | $62.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 852 | $62.5K | 0.03% | +227+36.3% | Added |
| Keating Financial Advisory Services, Inc. | 848 | $62.2K | 0.01% | +152+21.8% | Added |
| Indiana Trust & Investment Management CO | 847 | $62.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 841 | $62.0K | 0.04% | +130+18.3% | Added |
| Beacon Investment Advisory Services, Inc. | 845 | $62.0K | 0.00% | −250−22.8% | Reduced |
| SBI Securities Co., Ltd. | 832 | $61.0K | 0.00% | −82−9.0% | Reduced |
| Mascoma Wealth Management LLC | 810 | $59.4K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 797 | $58.5K | 0.04% | −52−6.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 789 | $57.9K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 789 | $57.9K | 0.01% | −50−6.0% | Reduced |
| Flagship Wealth Advisors, LLC | 786 | $57.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 782 | $57.4K | 0.02% | +782 | New |
| Horizon Financial Services, LLC | 781 | $57.3K | 0.02% | +661+550.8% | Added |
| Westpac Banking Corp | 777 | $57.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 761 | $55.8K | 0.01% | +20+2.7% | Added |
| First United Bank Trust | 750 | $55.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $55.0K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 727 | $53.3K | 0.01% | +727 | New |
| Birchbrook, Inc. | 725 | $53.2K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 731 | $53.2K | 0.01% | +731 | New |
| American Capital Advisory, LLC | 716 | $52.5K | 0.02% | +7+1.0% | Added |
| TD Capital Management LLC | 711 | $52.1K | 0.00% | +3+0.4% | Added |
| LifeSteps Financial, Inc. | 703 | $51.6K | 0.02% | +703 | New |
| Golden State Wealth Management, LLC | 700 | $51.4K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 700 | $51.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 700 | $51.3K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 700 | $51.3K | 0.04% | +700 | New |
| SJS Investment Consulting Inc. | 667 | $48.9K | 0.01% | +51+8.3% | Added |
| Vision Retirement, LLC | 665 | $48.8K | 0.01% | −32−4.6% | Reduced |
| Quarry LP | 661 | $48.5K | 0.01% | +661 | New |
| Prestige Wealth Management Group LLC | 660 | $48.4K | 0.01% | +13+2.0% | Added |
| Brown, Lisle/Cummings, Inc. | 654 | $48.0K | 0.01% | 00.0% | Unchanged |
| Avanza Fonder AB | 653 | $47.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 652 | $47.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $47.7K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $46.7K | 0.01% | 00.0% | Unchanged |
| Ossiam | 627 | $46.0K | 0.00% | −9,920−94.1% | Reduced |
| WPG Advisers, LLC | 613 | $45.0K | 0.03% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 635 | $44.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 593 | $42.7K | 0.00% | +111+23.0% | Added |
| MTM Investment Management, LLC | 555 | $40.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 528 | $38.7K | 0.00% | −9,543−94.8% | Reduced |
| Glen Eagle Advisors, LLC | 528 | $38.7K | 0.00% | +35+7.1% | Added |
| Consultiva Wealth Management, Corp. | 523 | $38.4K | 0.09% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 515 | $37.8K | 0.01% | +14+2.8% | Added |
| Core Alternative Capital | 508 | $37.3K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 502 | $36.8K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 500 | $36.7K | 0.03% | 00.0% | Unchanged |
| Burnham & Co LLC | 500 | $36.7K | 0.03% | +500 | New |
| Bradley & Co. Private Wealth Management, LLC | 496 | $36.4K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 490 | $35.9K | 0.02% | −124−20.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 451 | $34.8K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 467 | $34.3K | 0.01% | +160+52.1% | Added |
| DT Investment Partners, LLC | 461 | $33.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 460 | $33.7K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 460 | $33.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 453 | $33.2K | 0.00% | +67+17.4% | Added |
| GW&K Investment Management, LLC | 438 | $32.0K | 0.00% | +7+1.6% | Added |
| Nemes Rush Group LLC | 431 | $31.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 430 | $31.5K | 0.00% | +2+0.5% | Added |
| JPL Wealth Management, LLC | 415 | $30.4K | 0.01% | +45+12.2% | Added |
| Cornerstone Planning Group LLC | 442 | $30.1K | 0.00% | +11+2.6% | Added |
| 1620 Investment Advisors, Inc. | 407 | $29.9K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 404 | $29.6K | 0.03% | +1+0.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 403 | $29.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 401 | $29.4K | 0.01% | −247−38.1% | Reduced |
| Olistico Wealth, LLC | 400 | $29.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 400 | $29.3K | 0.00% | +400 | New |
| Rosenberg Matthew Hamilton | 391 | $28.7K | 0.01% | +64+19.6% | Added |
| Lodestone Wealth Management LLC | 390 | $28.6K | 0.01% | −14−3.5% | Reduced |
| West Branch Capital LLC | 385 | $28.2K | 0.01% | −125−24.5% | Reduced |
| Financial Management Professionals, Inc. | 383 | $28.1K | 0.00% | +225+142.4% | Added |
| Entrust Financial LLC | 375 | $27.5K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 374 | $27.4K | 0.03% | +374 | New |
| Cedar Mountain Advisors, LLC | 357 | $26.1K | 0.00% | +1+0.3% | Added |
| Tounjian Advisory Partners, LLC | 356 | $26.1K | 0.01% | +356 | New |
| Meeder Asset Management Inc | 352 | $25.8K | 0.00% | +54+18.1% | Added |
| Logan Capital Management Inc | 350 | $25.7K | 0.00% | +350 | New |
| Johnson Financial Group, Inc. | 346 | $25.4K | 0.00% | +24+7.5% | Added |
| Godsey & Gibb Associates | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 340 | $24.9K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 335 | $24.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 332 | $24.4K | 0.00% | −287−46.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 320 | $23.5K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 320 | $23.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 318 | $23.3K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 412 | $23.2K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 310 | $22.7K | 0.00% | −312−50.2% | Reduced |
| Downshift Financial, LLC | 305 | $22.4K | 0.01% | +305 | New |
| Monetary Management Group Inc | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $22.0K | 0.01% | +100+50.0% | Added |
| Board of the Pension Protection Fund | 300 | $22.0K | 0.02% | +300 | New |