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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 48,323 | $3.54M | 0.06% | +6,867+16.6% | Added |
| Mirabella Financial Services LLP | 48,125 | $3.53M | 0.34% | −8,561−15.1% | Reduced |
| Investment Management Corp of Ontario | 47,974 | $3.52M | 0.04% | −6,300−11.6% | Reduced |
| Erste Asset Management GmbH | 47,859 | $3.51M | 0.03% | +38,682+421.5% | Added |
| HB Wealth Management, LLC | 47,436 | $3.48M | 0.02% | +4,437+10.3% | Added |
| Delta Capital Management LLC | 47,035 | $3.45M | 1.59% | −30−0.1% | Reduced |
| Monarch Capital Management Inc | 46,960 | $3.44M | 0.79% | +95+0.2% | Added |
| Simplex Trading, LLC | 46,850 | $3.44M | 0.09% | +46,850 | New |
| Steward Partners Investment Advisory, LLC | 46,741 | $3.43M | 0.02% | +2,706+6.1% | Added |
| Crossmark Global Holdings, Inc. | 46,481 | $3.41M | 0.04% | +810+1.8% | Added |
| Norinchukin Bank, The | 46,222 | $3.39M | 0.03% | −2,479−5.1% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $3.35M | 0.10% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 45,339 | $3.33M | 0.50% | −4,570−9.2% | Reduced |
| Venture Visionary Partners LLC | 44,617 | $3.27M | 0.09% | −52−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 44,381 | $3.26M | 0.21% | −97−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 44,246 | $3.24M | 0.02% | −10,221−18.8% | Reduced |
| Ally Financial Inc. | 44,000 | $3.23M | 0.42% | +21,000+91.3% | Added |
| Westbourne Investments, Inc. | 43,970 | $3.23M | 1.32% | +43,970 | New |
| Argent Trust Co | 43,627 | $3.20M | 0.09% | +442+1.0% | Added |
| Hartford Investment Management Co | 43,145 | $3.16M | 0.09% | −1,667−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,830 | $3.14M | 0.00% | +227+0.5% | Added |
| Heritage Investors Management Corp | 42,702 | $3.13M | 0.09% | −2,568−5.7% | Reduced |
| Mfg Wealth Management, Inc. | 42,691 | $3.13M | 2.24% | +42,691 | New |
| Maryland State Retirement & Pension System | 42,275 | $3.10M | 0.05% | +2,481+6.2% | Added |
| Pinnacle Associates Ltd | 42,017 | $3.08M | 0.03% | −1,558−3.6% | Reduced |
| EP Wealth Advisors, LLC | 41,993 | $3.08M | 0.01% | +5,046+13.7% | Added |
| Arete Wealth Advisors, LLC | 41,614 | $3.05M | 0.20% | −407−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 41,267 | $3.03M | 0.03% | +1,274+3.2% | Added |
| Pinnbrook Capital Management LP | 41,000 | $3.01M | 0.50% | +41,000 | New |
| Bleakley Financial Group, LLC | 40,689 | $2.98M | 0.04% | +1,536+3.9% | Added |
| J.W. Cole Advisors, Inc. | 40,258 | $2.95M | 0.05% | −284−0.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 43,240 | $2.95M | 0.06% | −3,554−7.6% | Reduced |
| Brinker Capital Investments, LLC | 40,022 | $2.94M | 0.02% | +7,113+21.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.93M | 0.81% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 39,900 | $2.93M | 0.04% | −100−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 39,552 | $2.90M | 0.02% | +3,214+8.8% | Added |
| New Mexico Educational Retirement Board | 39,117 | $2.87M | 0.07% | +2,600+7.1% | Added |
| FinArc Investments, Inc. | 38,837 | $2.85M | 2.58% | +1,035+2.7% | Added |
| Dearborn Partners LLC | 38,437 | $2.82M | 0.16% | +40.0% | Added |
| Poehling Capital Management, LLC | 38,026 | $2.79M | 0.60% | −244−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 37,922 | $2.78M | 0.08% | +37,922 | New |
| Sequoia Financial Advisors, LLC | 37,802 | $2.77M | 0.01% | +6,733+21.7% | Added |
| Delta Financial Advisors LLC | 37,361 | $2.74M | 0.65% | −425−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,958 | $2.74M | 0.00% | +1,353+3.7% | Added |
| TD Waterhouse Canada Inc. | 37,907 | $2.73M | 0.01% | +4,005+11.8% | Added |
| GPM Growth Investors, Inc. | 37,214 | $2.73M | 1.14% | −4,950−11.7% | Reduced |
| Squarepoint Ops LLC | 37,131 | $2.72M | 0.01% | +16,245+77.8% | Added |
| Van Eck Associates Corp | 37,072 | $2.72M | 0.00% | −760−2.0% | Reduced |
| GAMMA Investing LLC | 36,910 | $2.71M | 0.10% | +7,907+27.3% | Added |
| Thrivent Financial for Lutherans | 36,772 | $2.70M | 0.00% | +5,624+18.1% | Added |
| Carmel Capital Partners, LLC | 36,760 | $2.70M | 0.89% | −15,031−29.0% | Reduced |
| Blue Square Asset Management, LLC | 36,710 | $2.69M | 1.09% | +174+0.5% | Added |
| Siemens Fonds Invest GmbH | 36,552 | $2.68M | 0.13% | −2,912−7.4% | Reduced |
| Trust Co of Vermont | 36,448 | $2.67M | 0.10% | +36,448 | New |
| Essex Financial Services, Inc. | 36,272 | $2.66M | 0.13% | −3,165−8.0% | Reduced |
| Allianz SE | 36,084 | $2.65M | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 36,068 | $2.65M | 0.04% | +605+1.7% | Added |
| SRS Capital Advisors, Inc. | 36,045 | $2.64M | 0.02% | +27,015+299.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 36,039 | $2.64M | 0.10% | −1,129−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 35,534 | $2.61M | 0.06% | +9,700+37.5% | Added |
| Hancock Whitney Corp | 35,418 | $2.60M | 0.04% | −16,045−31.2% | Reduced |
| Allianz Asset Management GmbH | 34,974 | $2.57M | 0.00% | −10,982−23.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,134 | $2.55M | 0.05% | −2,709−6.8% | Reduced |
| Vise Technologies, Inc. | 34,332 | $2.52M | 0.03% | +12,179+55.0% | Added |
| Diversified Trust Co | 34,061 | $2.50M | 0.04% | +15,603+84.5% | Added |
| Park Avenue Securities LLC | 34,062 | $2.50M | 0.02% | −1,125−3.2% | Reduced |
| Goelzer Investment Management, Inc. | 33,156 | $2.43M | 0.11% | −163−0.5% | Reduced |
| Advisory Services Network, LLC | 32,987 | $2.42M | 0.03% | +6,952+26.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,731 | $2.40M | 0.06% | +13,950+74.3% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 32,601 | $2.39M | 1.52% | +6,513+25.0% | Added |
| Dockside LLC | 32,496 | $2.38M | 0.56% | +32,496 | New |
| Lee Danner & Bass Inc | 32,461 | $2.38M | 0.14% | −154−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 32,141 | $2.36M | 0.00% | −5,632−14.9% | Reduced |
| Laird Norton Trust Company, LLC | 32,139 | $2.36M | 0.05% | +204+0.6% | Added |
| Cunning Capital Partners, LP | 31,613 | $2.32M | 0.94% | 00.0% | Unchanged |
| Broad Peak Investment Advisers Pte Ltd | 31,400 | $2.30M | 0.42% | +31,400 | New |
| Econ Financial Services Corp | 30,863 | $2.26M | 1.06% | +30,863 | New |
| Metis Global Partners, LLC | 30,821 | $2.26M | 0.05% | +2,802+10.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,793 | $2.26M | 0.02% | +2,795+10.0% | Added |
| MUFG Securities EMEA plc | 30,559 | $2.24M | 0.02% | −1,652−5.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 30,424 | $2.23M | 0.03% | −4,459−12.8% | Reduced |
| Resources Investment Advisors, LLC. | 30,288 | $2.22M | 0.02% | +1,296+4.5% | Added |
| Integrated Wealth Concepts LLC | 30,124 | $2.21M | 0.01% | +4,767+18.8% | Added |
| Somerville Kurt F | 30,105 | $2.21M | 0.53% | −13,270−30.6% | Reduced |
| Wedbush Securities Inc | 29,996 | $2.20M | 0.06% | −405−1.3% | Reduced |
| Whittier Trust Co | 31,350 | $2.20M | 0.02% | −964−3.0% | Reduced |
| Nilsine Partners, LLC | 29,804 | $2.19M | 0.15% | +29,804 | New |
| Bessemer Group Inc | 29,462 | $2.16M | 0.00% | +1,879+6.8% | Added |
| Empirical Finance, LLC | 29,054 | $2.13M | 0.09% | +893+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 28,930 | $2.12M | 0.07% | +2,886+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 28,406 | $2.08M | 0.03% | −106−0.4% | Reduced |
| Hemenway Trust Co LLC | 28,109 | $2.06M | 0.14% | −110,250−79.7% | Reduced |
| Capital Group Private Client Services, Inc. | 27,954 | $2.05M | 0.03% | −2,808−9.1% | Reduced |
| Raiffeisen Bank International AG | 27,896 | $2.05M | 0.02% | −1,100−3.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,773 | $2.04M | 0.04% | +1,878+7.3% | Added |
| Kestra Private Wealth Services, LLC | 27,373 | $2.01M | 0.02% | −4,125−13.1% | Reduced |
| Van Hulzen Asset Management, LLC | 27,162 | $1.99M | 0.14% | −58−0.2% | Reduced |
| Cullinan Associates Inc | 27,045 | $1.98M | 0.15% | −1,655−5.8% | Reduced |
| Liberty Capital Management, Inc. | 26,874 | $1.97M | 0.34% | +26,874 | New |
| Evercore Wealth Management, LLC | 26,396 | $1.94M | 0.03% | 00.0% | Unchanged |