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 |
|---|---|---|---|---|---|
| Canada Post Corp Registered Pension Plan | 17,464 | $1.28M | 0.04% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 17,433 | $1.28M | 0.55% | +17,433 | New |
| Burling Wealth Partners, LLC | 17,425 | $1.28M | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17,420 | $1.28M | 0.04% | −232−1.3% | Reduced |
| Bluebird Wealth Management LLC | 17,367 | $1.27M | 1.10% | +17,367 | New |
| Global Retirement Partners, LLC | 17,289 | $1.27M | 0.02% | +17,289 | New |
| Signaturefd, LLC | 17,232 | $1.26M | 0.02% | +534+3.2% | Added |
| Horizon Investments, LLC | 17,243 | $1.26M | 0.01% | −1,313−7.1% | Reduced |
| Home Federal Bank of Tennessee | 17,172 | $1.26M | 0.27% | +300+1.8% | Added |
| Nicolet Bankshares Inc | 17,710 | $1.25M | 0.04% | −609−3.3% | Reduced |
| North Star Investment Management Corp. | 16,879 | $1.24M | 0.07% | +15+0.1% | Added |
| Wedmont Private Capital | 17,840 | $1.24M | 0.03% | +488+2.8% | Added |
| Headinvest, LLC | 16,782 | $1.23M | 0.23% | −326−1.9% | Reduced |
| RMB Capital Management, LLC | 16,727 | $1.23M | 0.02% | +677+4.2% | Added |
| Evergreen Capital Management LLC | 16,640 | $1.22M | 0.02% | +1,080+6.9% | Added |
| Arwa LLC | 17,570 | $1.22M | 0.51% | +6,714+61.8% | Added |
| Parallel Advisors, LLC | 16,587 | $1.22M | 0.02% | +1,224+8.0% | Added |
| Chicago Trust Co NA | 16,520 | $1.21M | 0.18% | +502+3.1% | Added |
| Salem Investment Counselors Inc | 16,445 | $1.21M | 0.03% | −200−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 16,349 | $1.20M | 0.01% | −301,042−94.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 16,323 | $1.20M | 0.13% | +197+1.2% | Added |
| Equitable Holdings, Inc. | 16,294 | $1.20M | 0.01% | +956+6.2% | Added |
| Sciencast Management LP | 16,137 | $1.18M | 0.25% | +16,137 | New |
| First Manhattan Co | 15,965 | $1.17M | 0.00% | −1,440−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 15,943 | $1.17M | 0.03% | −119−0.7% | Reduced |
| Jacobi Capital Management LLC | 15,721 | $1.15M | 0.06% | −961−5.8% | Reduced |
| Trust Co of Toledo NA | 15,664 | $1.15M | 0.10% | +508+3.4% | Added |
| Eastern Bank | 15,631 | $1.15M | 0.02% | −10−0.1% | Reduced |
| Romano Brothers and Company | 15,607 | $1.14M | 0.12% | 00.0% | Unchanged |
| ING Groep NV | 15,494 | $1.14M | 0.01% | +15,494 | New |
| Prudential PLC | 15,479 | $1.14M | 0.01% | −30,818−66.6% | Reduced |
| Soltis Investment Advisors LLC | 15,338 | $1.13M | 0.06% | +961+6.7% | Added |
| Coldstream Capital Management Inc | 15,198 | $1.11M | 0.01% | +1,851+13.9% | Added |
| AE Wealth Management LLC | 15,105 | $1.11M | 0.01% | +2,250+17.5% | Added |
| Kingsview Wealth Management, LLC | 15,074 | $1.11M | 0.01% | −29−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 15,039 | $1.10M | 0.03% | +314+2.1% | Added |
| Landmark Wealth Management, LLC | 15,010 | $1.10M | 0.26% | +3,000+25.0% | Added |
| Summit Financial, LLC | 14,958 | $1.10M | 0.01% | +532+3.7% | Added |
| Everett Harris & Co | 14,888 | $1.09M | 0.01% | +750+5.3% | Added |
| Prescott Group Capital Management, L.L.C. | 14,867 | $1.09M | 0.09% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 14,738 | $1.08M | 0.48% | +14,098+2,202.8% | Added |
| Vestcor Inc | 14,728 | $1.08M | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 14,667 | $1.08M | 0.45% | −150−1.0% | Reduced |
| Kraematon Investment Advisors, Inc | 14,643 | $1.07M | 0.80% | −89−0.6% | Reduced |
| Edgestream Partners, L.P. | 14,549 | $1.07M | 0.03% | +14,549 | New |
| Prime Capital Investment Advisors, LLC | 14,494 | $1.06M | 0.01% | +450+3.2% | Added |
| Fortress Private Ledger, LLC | 14,483 | $1.06M | 0.29% | +7,038+94.5% | Added |
| Curated Wealth Partners LLC | 14,463 | $1.06M | 0.12% | +388+2.8% | Added |
| Ar Asset Management Inc | 14,300 | $1.05M | 0.19% | 00.0% | Unchanged |
| Wendell David Associates Inc | 14,286 | $1.05M | 0.11% | −134−0.9% | Reduced |
| Sivia Capital Partners, LLC | 14,259 | $1.05M | 0.13% | 00.0% | Unchanged |
| Hartline Investment Corp | 14,184 | $1.04M | 0.09% | −90−0.6% | Reduced |
| Lakewood Asset Management LLC | 14,162 | $1.04M | 0.57% | +1,072+8.2% | Added |
| Azzad Asset Management Inc | 14,068 | $1.03M | 0.09% | −6,423−31.3% | Reduced |
| Trueblood Wealth Management, LLC | 13,997 | $1.03M | 0.36% | +25+0.2% | Added |
| Lipe & Dalton | 13,962 | $1.02M | 0.48% | −333−2.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,859 | $1.02M | 0.03% | +2,519+22.2% | Added |
| Texas Bank & Trust Co | 13,787 | $1.01M | 0.33% | +611+4.6% | Added |
| CX Institutional | 13,771 | $1.01M | 0.03% | −275−2.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,769 | $1.01M | 0.03% | −8,051−36.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,655 | $1.00M | 0.02% | +483+3.7% | Added |
| Montag A & Associates Inc | 13,578 | $995.9K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 13,516 | $991.4K | 0.13% | −4,580−25.3% | Reduced |
| Advisors Asset Management, Inc. | 13,462 | $987.4K | 0.02% | +1,182+9.6% | Added |
| Waterford Advisors, LLC | 13,381 | $981.5K | 0.27% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 13,365 | $980.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,268 | $973.2K | 0.55% | −350−2.6% | Reduced |
| Amussen Hunsaker Associates LLC | 13,211 | $969.0K | 0.09% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 15,150 | $969.0K | 0.56% | 00.0% | Unchanged |
| Caldwell Trust Co | 13,182 | $966.9K | 0.08% | −315−2.3% | Reduced |
| Ausdal Financial Partners, Inc. | 13,154 | $964.9K | 0.04% | +551+4.4% | Added |
| HBK Sorce Advisory LLC | 14,742 | $964.6K | 0.02% | +227+1.6% | Added |
| N.E.W. Advisory Services LLC | 13,109 | $961.6K | 0.06% | +10.0% | Added |
| TCW Group Inc | 13,056 | $957.7K | 0.01% | +49+0.4% | Added |
| Harbor Advisors LLC | 13,000 | $953.5K | 0.12% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 12,963 | $950.8K | 0.10% | −1,967−13.2% | Reduced |
| Dakota Wealth Management | 12,950 | $949.9K | 0.02% | −394−3.0% | Reduced |
| Rossmore Private Capital | 12,944 | $949.4K | 0.08% | 00.0% | Unchanged |
| Twinbeech Capital LP | 12,942 | $949.3K | 0.17% | −55,156−81.0% | Reduced |
| Umb Bank N A | 12,912 | $947.1K | 0.01% | +41+0.3% | Added |
| Barden Capital Management, Inc. | 12,821 | $940.4K | 0.87% | −5,656−30.6% | Reduced |
| Frec Markets, Inc. | 12,811 | $939.7K | 0.08% | +6,583+105.7% | Added |
| Auto-Owners Insurance Co | 12,787 | $937.9K | 0.02% | 00.0% | Unchanged |
| Rexford Capital Inc | 12,699 | $931.5K | 0.57% | +23+0.2% | Added |
| Freestone Capital Holdings, LLC | 12,674 | $929.6K | 0.02% | +74+0.6% | Added |
| Charter Trust Co | 12,651 | $928.0K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,565 | $921.7K | 0.30% | −21−0.2% | Reduced |
| SHP Wealth Management | 12,560 | $921.3K | 0.06% | +1,906+17.9% | Added |
| Estabrook Capital Management | 12,542 | $920.0K | 0.12% | −295−2.3% | Reduced |
| ELCO Management Co., LLC | 12,524 | $918.6K | 0.40% | +10+0.1% | Added |
| Roberts Glore & Co Inc | 12,522 | $918.5K | 0.23% | −415−3.2% | Reduced |
| Banque Transatlantique SA | 16,989 | $916.7K | 0.02% | +847+5.2% | Added |
| Means Investment Co., Inc. | 12,488 | $916.0K | 0.07% | −122−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12,457 | $913.8K | 0.00% | +1,095+9.6% | Added |
| Aptus Capital Advisors, LLC | 12,435 | $912.1K | 0.01% | +157+1.3% | Added |
| Pensionmark Financial Group, LLC | 13,951 | $910.4K | 0.02% | −367−2.6% | Reduced |
| Benedict Financial Advisors Inc | 12,400 | $909.6K | 0.18% | −158−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 12,396 | $909.3K | 0.01% | +727+6.2% | Added |
| Malaga Cove Capital, LLC | 12,321 | $903.7K | 0.29% | −688−5.3% | Reduced |
| Buckingham Strategic Partners | 12,297 | $902.0K | 0.01% | +4,571+59.2% | Added |