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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 25,789 | $1.89M | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 25,557 | $1.87M | 0.06% | +25,557 | New |
| B. Metzler seel. Sohn & Co. AG | 25,510 | $1.87M | 0.02% | +481+1.9% | Added |
| Bryn Mawr Trust Co | 25,418 | $1.86M | 0.04% | +1,623+6.8% | Added |
| Stance Capital LLC | 25,385 | $1.86M | 0.57% | +418+1.7% | Added |
| Benjamin Edwards Inc | 25,370 | $1.86M | 0.02% | −744−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,267 | $1.85M | 0.02% | +986+4.1% | Added |
| Clarus Wealth Advisors | 27,744 | $1.85M | 0.71% | +978+3.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,032 | $1.84M | 0.02% | −108−0.4% | Reduced |
| Clearstead Advisors, LLC | 24,989 | $1.83M | 0.02% | −212−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 24,912 | $1.83M | 0.26% | +241+1.0% | Added |
| Kinneret Advisory, LLC | 24,729 | $1.81M | 0.15% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 24,657 | $1.81M | 0.02% | −276−1.1% | Reduced |
| IMA Wealth, Inc. | 24,610 | $1.81M | 0.11% | −745−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 24,511 | $1.80M | 0.07% | +236+1.0% | Added |
| Flow Traders U.S. LLC | 24,360 | $1.79M | 0.07% | +13,419+122.6% | Added |
| Brookfield Asset Management Inc. | 24,271 | $1.78M | 0.00% | −6,541−21.2% | Reduced |
| Banque Cantonale Vaudoise | 24,272 | $1.78M | 0.07% | +1,637+7.2% | Added |
| TD Private Client Wealth LLC | 24,126 | $1.77M | 0.03% | −3,068−11.3% | Reduced |
| Ridgewood Investments LLC | 24,063 | $1.77M | 0.66% | +2,751+12.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 24,029 | $1.76M | 0.04% | −118−0.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,637 | $1.73M | 0.06% | −3,500−12.9% | Reduced |
| MUFG Securities Americas Inc. | 23,515 | $1.72M | 0.09% | +1,775+8.2% | Added |
| North Dakota State Investment Board | 23,345 | $1.71M | 0.07% | +601+2.6% | Added |
| Glenview Trust Co | 23,318 | $1.71M | 0.02% | −1,934−7.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,291 | $1.71M | 0.03% | −2,417−9.4% | Reduced |
| Massachusetts Wealth Management | 23,110 | $1.70M | 0.65% | +375+1.6% | Added |
| Souders Financial Advisors | 23,026 | $1.69M | 0.17% | −918−3.8% | Reduced |
| Moors & Cabot, Inc. | 22,764 | $1.67M | 0.06% | −196−0.9% | Reduced |
| Johnson Investment Counsel Inc | 22,693 | $1.66M | 0.01% | −2,353−9.4% | Reduced |
| Citizens Financial Group Inc | 22,637 | $1.66M | 0.02% | +1,658+7.9% | Added |
| Crews Bank & Trust | 22,459 | $1.65M | 0.22% | −105−0.5% | Reduced |
| Farther Finance Advisors, LLC | 22,325 | $1.64M | 0.01% | +1,254+6.0% | Added |
| Ameritas Advisory Services, LLC | 22,256 | $1.63M | 0.03% | +22,256 | New |
| Beese Fulmer Investment Management, Inc. | 22,219 | $1.63M | 0.09% | +121+0.5% | Added |
| Elevatus Welath Management | 22,218 | $1.63M | 0.40% | +22,218 | New |
| Arvest Investments, Inc. | 22,082 | $1.62M | 0.20% | +2,147+10.8% | Added |
| AMG National Trust Bank | 22,028 | $1.62M | 0.03% | −19,035−46.4% | Reduced |
| IMC-Chicago, LLC | 21,960 | $1.61M | 0.01% | +21,960 | New |
| First Heartland Consultants, Inc. | 21,939 | $1.61M | 0.10% | −5,957−21.4% | Reduced |
| Osmosis Investment Management UK Ltd | 21,923 | $1.61M | 0.07% | −37,164−62.9% | Reduced |
| Bridges Investment Management Inc | 21,841 | $1.60M | 0.02% | +1,231+6.0% | Added |
| Bollard Group LLC | 21,793 | $1.60M | 0.05% | +74+0.3% | Added |
| Principle Wealth Partners LLC | 21,648 | $1.59M | 0.08% | −3,716−14.7% | Reduced |
| Carlson Financial, Inc. | 21,429 | $1.57M | 0.80% | −162−0.8% | Reduced |
| Everence Capital Management Inc | 21,394 | $1.57M | 0.08% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,307 | $1.56M | 0.23% | −1,400−6.2% | Reduced |
| Harmony Asset Management LLC | 21,257 | $1.56M | 0.42% | −950−4.3% | Reduced |
| Wellington Management Group LLP | 21,185 | $1.55M | 0.00% | +1,331+6.7% | Added |
| Curbstone Financial Management Corp | 21,128 | $1.55M | 0.26% | +30+0.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 21,018 | $1.54M | 0.01% | +466+2.3% | Added |
| Central Trust Co | 21,018 | $1.54M | 0.03% | −761−3.5% | Reduced |
| CAPROCK Group, Inc. | 20,972 | $1.54M | 0.03% | +11,991+133.5% | Added |
| Guidance Capital, Inc | 22,031 | $1.53M | 0.33% | +77+0.4% | Added |
| Greenleaf Trust | 20,826 | $1.53M | 0.01% | +238+1.2% | Added |
| Verition Fund Management LLC | 20,659 | $1.52M | 0.01% | −58,288−73.8% | Reduced |
| Stratos Wealth Partners, LTD. | 20,627 | $1.51M | 0.02% | +5,078+32.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,569 | $1.51M | 0.09% | −309−1.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,565 | $1.51M | 0.10% | −90−0.4% | Reduced |
| Apollon Wealth Management, LLC | 20,536 | $1.51M | 0.02% | +463+2.3% | Added |
| Davy Global Fund Management Ltd | 20,506 | $1.50M | 0.10% | +20,506 | New |
| InTrack Investment Management Inc | 20,479 | $1.50M | 0.74% | −139−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 20,473 | $1.50M | 0.10% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 20,458 | $1.50M | 0.20% | 00.0% | Unchanged |
| Holderness Investments Co | 20,360 | $1.49M | 0.25% | +810+4.1% | Added |
| BKD Wealth Advisors, LLC | 20,336 | $1.49M | 0.02% | +155+0.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 20,257 | $1.49M | 0.13% | +80.0% | Added |
| NewEdge Wealth, LLC | 20,231 | $1.48M | 0.01% | +1,437+7.6% | Added |
| Miracle Mile Advisors, LLC | 20,200 | $1.48M | 0.02% | −3,117−13.4% | Reduced |
| Woodstock Corp | 20,164 | $1.48M | 0.12% | −872−4.1% | Reduced |
| Hunter Associates Investment Management LLC | 20,129 | $1.48M | 0.17% | −670−3.2% | Reduced |
| Ballentine Partners, LLC | 20,060 | $1.47M | 0.02% | +2,930+17.1% | Added |
| SummitTX Capital, L.P. | 19,864 | $1.46M | 0.04% | +19,864 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,688 | $1.44M | 0.02% | +2,180+12.5% | Added |
| Securian Asset Management, Inc | 20,747 | $1.43M | 0.05% | −567−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 19,390 | $1.42M | 0.02% | +19,390 | New |
| Integrity Alliance, LLC. | 19,374 | $1.42M | 0.04% | +10,975+130.7% | Added |
| Principal Securities, Inc. | 19,190 | $1.41M | 0.02% | −3,281−14.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,189 | $1.41M | 0.01% | +3,131+19.5% | Added |
| Cascade Investment Advisors, Inc. | 19,033 | $1.40M | 0.76% | −310−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.39M | 0.22% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 18,963 | $1.39M | 0.05% | −1,283−6.3% | Reduced |
| ICW Investment Advisors LLC | 18,918 | $1.39M | 0.49% | −78−0.4% | Reduced |
| Patten & Patten Inc | 18,626 | $1.37M | 0.07% | 00.0% | Unchanged |
| Burney Co | 18,615 | $1.37M | 0.04% | −11,994−39.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,593 | $1.36M | 0.30% | +18,593 | New |
| Wahed Invest LLC | 18,583 | $1.36M | 0.14% | −1,455−7.3% | Reduced |
| Warren Averett Asset Management, LLC | 18,518 | $1.36M | 0.01% | −237−1.3% | Reduced |
| Brighton Jones LLC | 18,433 | $1.35M | 0.03% | +945+5.4% | Added |
| Garrison Point Advisors, LLC | 18,415 | $1.35M | 0.55% | −140−0.8% | Reduced |
| Ritholtz Wealth Management | 18,167 | $1.33M | 0.02% | +1,572+9.5% | Added |
| V-Square Quantitative Management LLC | 18,087 | $1.33M | 0.13% | +910+5.3% | Added |
| Choate Investment Advisors | 18,058 | $1.32M | 0.02% | −490−2.6% | Reduced |
| Rydar Equities, Inc. | 19,184 | $1.31M | 0.74% | +2,540+15.3% | Added |
| Birch Hill Investment Advisors LLC | 17,891 | $1.31M | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 17,778 | $1.30M | 0.02% | +1,168+7.0% | Added |
| Balyasny Asset Management LLC | 17,711 | $1.30M | 0.00% | +5,984+51.0% | Added |
| Verdence Capital Advisors LLC | 17,708 | $1.30M | 0.07% | −1,140−6.0% | Reduced |
| Tema ETFs LLC | 17,567 | $1.29M | 0.04% | +1,595+10.0% | Added |
| Mission Wealth Management, LP | 17,509 | $1.28M | 0.02% | +9,044+106.8% | Added |