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 |
|---|---|---|---|---|---|
| S&T Bank | 290 | $21.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 285 | $20.9K | 0.01% | +16+5.9% | Added |
| Cornerstone Financial Management LLC | 285 | $20.9K | 0.02% | +139+95.2% | Added |
| Highland Investment Advisors LLC | 284 | $20.8K | 0.01% | +284 | New |
| Purpose Unlimited Inc. | 278 | $20.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 278 | $20.4K | 0.00% | +1+0.4% | Added |
| Frazier Financial Advisors, LLC | 277 | $20.4K | 0.01% | −5−1.8% | Reduced |
| Private Wealth Management Group, LLC | 273 | $20.0K | 0.00% | −100−26.8% | Reduced |
| First Community Trust NA | 272 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 271 | $19.9K | 0.00% | −33−10.9% | Reduced |
| Raffa Wealth Management, LLC | 266 | $19.5K | 0.00% | +14+5.6% | Added |
| YANKCOM Partnership | 265 | $19.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 262 | $19.2K | 0.00% | +233+803.4% | Added |
| Raelipskie Partnership | 255 | $18.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 250 | $18.3K | 0.01% | +92+58.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 245 | $18.0K | 0.01% | +240+4,800.0% | Added |
| Joseph Group Capital Management | 224 | $16.4K | 0.00% | +88+64.7% | Added |
| High Note Wealth, LLC | 223 | $16.4K | 0.00% | −20−8.2% | Reduced |
| Activest Wealth Management | 215 | $15.8K | 0.00% | −1,177−84.6% | Reduced |
| CGC Financial Services, LLC | 212 | $15.6K | 0.00% | −10−4.5% | Reduced |
| Dorato Capital Management | 220 | $15.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 203 | $14.9K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 201 | $14.7K | 0.00% | +201 | New |
| VSM Wealth Advisory, LLC | 201 | $14.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.7K | 0.01% | +200 | New |
| Kilter Group LLC | 198 | $14.5K | 0.01% | −55−21.7% | Reduced |
| Horizon Bancorp Inc | 190 | $14.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 189 | $13.9K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 184 | $13.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 177 | $13.0K | 0.00% | −3−1.7% | Reduced |
| Global X Japan Co., Ltd. | 172 | $12.6K | 0.00% | +8+4.9% | Added |
| Mosley Wealth Management | 170 | $12.5K | 0.00% | +19+12.6% | Added |
| Avion Wealth | 166 | $12.0K | 0.00% | +28+20.3% | Added |
| Bogart Wealth, LLC | 163 | $12.0K | 0.00% | +98+150.8% | Added |
| ZRC Wealth Management, LLC | 162 | $11.9K | 0.00% | +1+0.6% | Added |
| Seneschal Advisors, LLC | 161 | $11.8K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 160 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 160 | $11.7K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 152 | $11.2K | 0.01% | +1+0.7% | Added |
| Wolff Wiese Magana LLC | 147 | $10.8K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 147 | $10.7K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 173 | $10.6K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 138 | $9.95K | 0.14% | +87+170.6% | Added |
| Centennial Bank | 133 | $9.76K | 0.00% | −666−83.4% | Reduced |
| Main Street Group, LTD | 133 | $9.76K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 134 | $9.59K | 0.01% | +1+0.8% | Added |
| Buck Wealth Strategies, LLC | 130 | $9.54K | 0.00% | +130 | New |
| Kozak & Associates, Inc. | 132 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 127 | $9.31K | 0.00% | +37+41.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 122 | $8.92K | 0.00% | +6+5.2% | Added |
| Riverview Trust Co | 120 | $8.80K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 113 | $8.32K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 110 | $8.07K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 108 | $7.92K | 0.00% | −129,600−99.9% | Reduced |
| Compass Financial Management LLC | 113 | $7.71K | 0.00% | +113 | New |
| Dogwood Wealth Management LLC | 105 | $7.70K | 0.00% | +12+12.9% | Added |
| Y.D. More Investments Ltd | 30,266 | $7.46K | 0.00% | +1,439+5.0% | Added |
| Financial Gravity Companies, Inc. | 101 | $7.41K | 0.00% | +101 | New |
| Sfam, LLC | 100 | $7.33K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $7.33K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 100 | $7.33K | 0.00% | +100 | New |
| Planning Strategies Inc. | 100 | $7.33K | 0.00% | +100 | New |
| Markowski Investments | 100 | $7.33K | 0.00% | +100 | New |
| Darwin Advisors, LLC | 91 | $6.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 90 | $6.63K | 0.00% | −6−6.3% | Reduced |
| Bullseye Investment Management, LLC | 90 | $6.60K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 88 | $6.46K | 0.00% | +19+27.5% | Added |
| Quest 10 Wealth Builders, Inc. | 87 | $6.38K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 81 | $5.94K | 0.00% | +39+92.9% | Added |
| Strengthening Families & Communities, LLC | 81 | $5.94K | 0.00% | +7+9.5% | Added |
| Caitlin John, LLC | 81 | $5.92K | 0.00% | +1+1.3% | Added |
| Prosperity Bancshares Inc | 80 | $5.87K | 0.00% | −50−38.5% | Reduced |
| Westfuller Advisors, LLC | 79 | $5.81K | 0.00% | −30−27.5% | Reduced |
| United Financial Planning Group LLC | 79 | $5.79K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 79 | $5.79K | 0.00% | +3+3.9% | Added |
| West Paces Advisors Inc. | 79 | $5.79K | 0.00% | +79 | New |
| GGM Financials LLC | 78 | $5.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 76 | $5.61K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 75 | $5.50K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 74 | $5.46K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 70 | $5.13K | 0.00% | +70 | New |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $5.06K | 0.00% | −74−51.7% | Reduced |
| TSFG, LLC | 70 | $5.00K | 0.00% | +70 | New |
| BOK Financial Private Wealth, Inc. | 68 | $4.99K | 0.00% | −92−57.5% | Reduced |
| Aventura Private Wealth, LLC | 65 | $4.77K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 63 | $4.62K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 63 | $4.62K | 0.00% | +9+16.7% | Added |
| Graney & King, LLC | 63 | $4.61K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $4.55K | 0.00% | −275−81.6% | Reduced |
| Park Place Capital Corp | 61 | $4.47K | 0.00% | −4−6.2% | Reduced |
| Byrne Asset Management LLC | 58 | $4.25K | 0.00% | −22−27.5% | Reduced |
| Godfrey Financial Associates, Inc. | 57 | $4.18K | 0.00% | −17−23.0% | Reduced |
| Navigoe, LLC | 66 | $4.00K | 0.00% | +16+32.0% | Added |
| Pinney & Scofield, Inc. | 54 | $3.99K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 54 | $3.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 54 | $3.93K | 0.00% | +1+1.9% | Added |
| Redwood Park Advisors LLC | 53 | $3.89K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 53 | $3.89K | 0.00% | +53 | New |
| Sankala Group LLC | 63 | $3.85K | 0.00% | 00.0% | Unchanged |