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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 96,934 | $7.11M | 0.13% | −16,551−14.6% | Reduced |
| Oregon Public Employees Retirement Fund | 95,979 | $7.04M | 0.08% | +6,000+6.7% | Added |
| South Dakota Investment Council | 94,081 | $6.90M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 94,063 | $6.90M | 0.06% | −43,717−31.7% | Reduced |
| Credit Agricole S A | 93,665 | $6.87M | 0.02% | +14,399+18.2% | Added |
| Douglass Winthrop Advisors, LLC | 93,538 | $6.86M | 0.12% | −1,163−1.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 92,487 | $6.78M | 1.04% | +56,687+158.3% | Added |
| Callan Family Office, LLC | 92,431 | $6.78M | 0.13% | +2,750+3.1% | Added |
| Meyer Handelman Co | 92,400 | $6.78M | 0.19% | −5,590−5.7% | Reduced |
| Pegasus Asset Management, Inc. | 90,967 | $6.67M | 1.90% | +1,476+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,737 | $6.58M | 0.01% | +3,765+4.4% | Added |
| McMillan Office, Inc. | 88,809 | $6.51M | 0.75% | 00.0% | Unchanged |
| Tufton Capital Management | 88,589 | $6.50M | 1.09% | −1,496−1.7% | Reduced |
| Baker Ellis Asset Management LLC | 88,463 | $6.49M | 0.67% | −136−0.2% | Reduced |
| Wesleyan Assurance Society | 88,200 | $6.46M | 0.33% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 87,979 | $6.45M | 1.85% | −21,153−19.4% | Reduced |
| Manning & Napier Advisors LLC | 86,813 | $6.37M | 0.08% | +73,321+543.4% | Added |
| UniSuper Management Pty Ltd | 86,766 | $6.36M | 0.03% | +13,694+18.7% | Added |
| American Trust Investment Advisors, LLC | 86,636 | $6.35M | 3.14% | −525−0.6% | Reduced |
| Boothbay Fund Management, LLC | 86,529 | $6.35M | 0.12% | +32,761+60.9% | Added |
| Macquarie Group Ltd | 86,610 | $6.34M | 0.03% | +6,538+8.2% | Added |
| Clifford Swan Investment Counsel LLC | 86,123 | $6.32M | 0.20% | −1,455−1.7% | Reduced |
| Nordea Investment Management AB | 84,874 | $6.29M | 0.01% | +4,598+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 85,171 | $6.25M | 0.02% | +18,127+27.0% | Added |
| OP Asset Management Ltd | 83,667 | $6.14M | 0.07% | +6,338+8.2% | Added |
| Sanctuary Advisors, LLC | 83,049 | $6.09M | 0.03% | +9,276+12.6% | Added |
| Edentree Asset Management Ltd | 83,000 | $6.08M | 1.85% | 00.0% | Unchanged |
| GWM Advisors LLC | 82,670 | $6.06M | 0.02% | +25,150+43.7% | Added |
| Letson Investment Management, Inc. | 82,658 | $6.06M | 2.22% | +80.0% | Added |
| Yousif Capital Management, LLC | 81,547 | $5.98M | 0.07% | −5,768−6.6% | Reduced |
| Waratah Capital Advisors Ltd. | 81,468 | $5.98M | 0.46% | +81,468 | New |
| AdvisorNet Financial, Inc | 80,587 | $5.91M | 0.27% | −951−1.2% | Reduced |
| Mutual of America Capital Management LLC | 80,484 | $5.90M | 0.06% | −3,107−3.7% | Reduced |
| Bank of Nova Scotia | 80,337 | $5.89M | 0.01% | −27,152−25.3% | Reduced |
| Stephens Inc | 79,500 | $5.83M | 0.07% | −575−0.7% | Reduced |
| HM Payson & Co | 78,886 | $5.79M | 0.08% | −5,420−6.4% | Reduced |
| Allstate Corp | 78,882 | $5.79M | 0.06% | +1,124+1.4% | Added |
| Regions Financial Corp | 78,520 | $5.76M | 0.03% | −12,450−13.7% | Reduced |
| HRT Financial LP | 78,334 | $5.75M | 0.01% | +78,334 | New |
| Empowered Funds, LLC | 78,067 | $5.73M | 0.03% | +12,234+18.6% | Added |
| State of Alaska, Department of Revenue | 76,499 | $5.61M | 0.06% | −1,512−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 76,120 | $5.58M | 0.05% | −13,810−15.4% | Reduced |
| Soviero Asset Management, LP | 76,000 | $5.57M | 2.70% | +7,000+10.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 75,843 | $5.56M | 0.01% | −2,277−2.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 75,744 | $5.56M | 0.13% | +75,744 | New |
| Rafferty Asset Management, LLC | 75,507 | $5.54M | 0.01% | +24,345+47.6% | Added |
| Havemeyer Place LP | 74,552 | $5.47M | 0.54% | +74,552 | New |
| Fayez Sarofim & Co | 73,785 | $5.41M | 0.01% | −920−1.2% | Reduced |
| Atria Investments LLC | 72,514 | $5.32M | 0.05% | −13,744−15.9% | Reduced |
| Summit Trail Advisors, LLC | 71,737 | $5.26M | 0.07% | −23,346−24.6% | Reduced |
| AIA Group Ltd | 69,221 | $5.08M | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 69,075 | $5.07M | 0.02% | +35,591+106.3% | Added |
| NorthCrest Asset Manangement, LLC | 74,243 | $5.03M | 0.13% | +3,379+4.8% | Added |
| Caption Management, LLC | 66,600 | $4.89M | 0.17% | −13,400−16.8% | Reduced |
| Circle Wealth Management, LLC | 65,799 | $4.83M | 0.06% | −990−1.5% | Reduced |
| Parsons Capital Management Inc | 65,579 | $4.81M | 0.22% | −15,948−19.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 65,475 | $4.80M | 0.06% | −989−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,874 | $4.76M | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 64,063 | $4.70M | 0.02% | −6,081−8.7% | Reduced |
| Daymark Wealth Partners, LLC | 63,673 | $4.67M | 0.11% | +2,875+4.7% | Added |
| Cohen Capital Management, Inc. | 63,634 | $4.67M | 0.63% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 62,468 | $4.58M | 0.03% | −6,561−9.5% | Reduced |
| RSM US Wealth Management LLC | 62,171 | $4.56M | 0.05% | +544+0.9% | Added |
| Mizuho Securities USA LLC | 61,123 | $4.48M | 0.07% | +13,624+28.7% | Added |
| Unisphere Establishment | 61,000 | $4.47M | 0.04% | +61,000 | New |
| SIR Capital Management, L.P. | 60,300 | $4.42M | 0.51% | +5,300+9.6% | Added |
| Private Advisor Group, LLC | 60,238 | $4.42M | 0.02% | −12,873−17.6% | Reduced |
| Gilman Hill Asset Management, LLC | 59,832 | $4.39M | 0.60% | +540+0.9% | Added |
| Snowden Capital Advisors LLC | 59,182 | $4.34M | 0.10% | −5,884−9.0% | Reduced |
| Gulf International Bank (UK) Ltd | 57,633 | $4.23M | 0.08% | −1,104−1.9% | Reduced |
| Patten Group, Inc. | 57,374 | $4.21M | 0.65% | −158−0.3% | Reduced |
| Merit Financial Group, LLC | 57,321 | $4.20M | 0.03% | +285+0.5% | Added |
| Gabelli Funds LLC | 57,170 | $4.19M | 0.03% | −28,965−33.6% | Reduced |
| Clearbridge Investments, LLC | 57,100 | $4.19M | 0.00% | −20,355−26.3% | Reduced |
| Cresset Asset Management, LLC | 56,483 | $4.14M | 0.02% | +10,995+24.2% | Added |
| LRI Investments, LLC | 55,928 | $4.10M | 0.33% | +1,214+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 55,926 | $4.10M | 0.03% | −8,247−12.9% | Reduced |
| Abn Amro Investment Solutions | 55,165 | $4.05M | 0.04% | +17,017+44.6% | Added |
| Silvercrest Asset Management Group LLC | 53,986 | $3.96M | 0.03% | −2,336−4.1% | Reduced |
| Caisse des Depots Et Consignations | 53,918 | $3.95M | 0.07% | −513−0.9% | Reduced |
| Elyxium Wealth, LLC | 53,755 | $3.94M | 0.41% | +53,755 | New |
| Canandaigua National Bank & Trust Co | 53,145 | $3.90M | 0.33% | +53,145 | New |
| Saudi Central Bank | 52,632 | $3.86M | 0.05% | +24,654+88.1% | Added |
| Savant Capital, LLC | 53,238 | $3.85M | 0.01% | +8,150+18.1% | Added |
| Westport Asset Management Inc | 52,400 | $3.84M | 1.57% | 00.0% | Unchanged |
| NBT Bank N A | 52,380 | $3.84M | 0.25% | −569−1.1% | Reduced |
| Concentric Capital Strategies, LP | 52,357 | $3.84M | 0.24% | +52,357 | New |
| Oppenheimer & Co Inc | 52,268 | $3.83M | 0.04% | +3,614+7.4% | Added |
| New Age Alpha Advisors, LLC | 51,270 | $3.76M | 0.16% | +30,431+146.0% | Added |
| Steel Peak Wealth Management LLC | 51,154 | $3.75M | 0.10% | +51,154 | New |
| JB Capital LLC | 51,101 | $3.75M | 0.13% | −409−0.8% | Reduced |
| Huntington National Bank | 50,216 | $3.68M | 0.02% | −743−1.5% | Reduced |
| Jump Financial, LLC | 49,774 | $3.65M | 0.03% | +49,774 | New |
| Kentucky Retirement Systems | 49,565 | $3.64M | 0.09% | +49,565 | New |
| Lido Advisors, LLC | 49,498 | $3.63M | 0.01% | +4,020+8.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 49,146 | $3.60M | 0.41% | +685+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,815 | $3.58M | 0.01% | −537−1.1% | Reduced |
| Nwam LLC | 48,769 | $3.58M | 0.18% | +29,559+153.9% | Added |
| Sargent Investment Group, LLC | 48,575 | $3.56M | 0.43% | −420−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 48,409 | $3.55M | 0.01% | +2,808+6.2% | Added |