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 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 50 | $3.67K | 0.00% | −109−68.6% | Reduced |
| Pacific Center for Financial Services | 50 | $3.67K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 50 | $3.67K | 0.00% | +50 | New |
| Holos Integrated Wealth LLC | 52 | $3.57K | 0.00% | −68−56.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 48 | $3.52K | 0.00% | +48 | New |
| Valued Wealth Advisors LLC | 47 | $3.45K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 47 | $3.45K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 46 | $3.37K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 44 | $3.23K | 0.00% | 00.0% | Unchanged |
| Premier Financial Group | 44 | $3.23K | 0.00% | +44 | New |
| HFM Investment Advisors, LLC | 41 | $3.01K | 0.00% | +26+173.3% | Added |
| Asset Planning,Inc | 41 | $3.01K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 38 | $2.79K | 0.00% | +38 | New |
| Bare Financial Services, Inc | 33 | $2.42K | 0.00% | +11+50.0% | Added |
| Imprint Wealth LLC | 30 | $2.20K | 0.01% | −25−45.5% | Reduced |
| Retirement Wealth Solutions LLC | 29 | $2.13K | 0.00% | +16+123.1% | Added |
| Atlas Capital Advisors LLC | 28 | $2.05K | 0.00% | −2,700−99.0% | Reduced |
| Burk Holdings LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 27 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $1.83K | 0.00% | +16+177.8% | Added |
| Game Plan Financial Advisors, LLC | 24 | $1.76K | 0.00% | 00.0% | Unchanged |
| American National Bank | 24 | $1.76K | 0.00% | +24 | New |
| Marquette Asset Management, LLC | 23 | $1.69K | 0.00% | +9+64.3% | Added |
| Torren Management, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 22 | $1.61K | 0.00% | +2+10.0% | Added |
| Phillip James Consulting Co. | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 22 | $1.61K | 0.00% | +22 | New |
| Luminist Capital LLC | 21 | $1.54K | 0.00% | +21 | New |
| Gilpin Wealth Management, LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $1.32K | 0.00% | −12−40.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 17 | $1.25K | 0.00% | −5,571−99.7% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.10K | 0.00% | +15 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $1.07K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 14 | $1.03K | 0.00% | +14 | New |
| Financial Network Wealth Advisors LLC | 14 | $1.03K | 0.00% | +14 | New |
| Catherine Avery Investment Management LLC | 13 | $954 | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 15 | $952 | 0.00% | +15 | New |
| Allied Private Wealth LLC | 13 | $867 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 11 | $793 | 0.00% | +7+175.0% | Added |
| Minot DeBlois Advisors LLC | 10 | $734 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 10 | $734 | 0.00% | +10 | New |
| Hilton Head Capital Partners, LLC | 9 | $660 | 0.00% | −52−85.2% | Reduced |
| Core Capital Management & Research, inc. | 10 | $604 | 0.00% | +10 | New |
| Fairman Group, LLC | 8 | $587 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $514 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $367 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5 | $367 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 4 | $294 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $294 | 0.00% | +4 | New |
| BNP Paribas | 1 | $73 | 0.00% | +1 | New |
| Kingdom Financial Group LLC. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $12 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,259,424−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −796,738−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −618,000−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −530,103−100.0% | Sold out |
| Milford Funds Ltd | 0 | $0 | 0.00% | −233,835−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −163,400−100.0% | Sold out |
| CapWealth Advisors, LLC | 0 | $0 | 0.00% | −117,892−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −86,819−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −76,535−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −68,548−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −56,828−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −52,862−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −48,450−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −41,801−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −41,361−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −29,639−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −14,698−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,077−100.0% | Sold out |
| Broderick Brian C | 0 | $0 | 0.00% | −8,930−100.0% | Sold out |
| Nia Impact Advisors, LLC | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −7,116−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −6,030−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Ponta Wealth Partners, LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Pacific Excel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Plan A Wealth LLC | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −923−100.0% | Sold out |