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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 12,232 | $897.2K | 0.02% | −195−1.6% | Reduced |
| Rothschild Investment LLC | 12,172 | $892.8K | 0.03% | +1,928+18.8% | Added |
| Washington Trust Co | 12,143 | $890.7K | 0.03% | +96+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,020 | $881.7K | 0.01% | −685−5.4% | Reduced |
| Compass Wealth Management LLC | 12,017 | $881.4K | 0.17% | −29−0.2% | Reduced |
| Meridian Management Co | 12,000 | $880.2K | 0.20% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 15,618 | $879.5K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 11,966 | $877.7K | 0.05% | +15+0.1% | Added |
| Two Sigma Securities, LLC | 11,957 | $877.0K | 0.08% | −18,035−60.1% | Reduced |
| Private Trust Co NA | 11,892 | $872.3K | 0.07% | +24+0.2% | Added |
| Rehmann Capital Advisory Group | 11,885 | $871.9K | 0.04% | −80−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 11,839 | $868.4K | 0.02% | +24+0.2% | Added |
| Chicago Capital, LLC | 11,828 | $867.6K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 11,813 | $866.5K | 0.08% | +11,813 | New |
| Cary Street Partners Financial LLC | 11,810 | $866.3K | 0.02% | −798−6.3% | Reduced |
| Flputnam Investment Management Co | 11,807 | $866.1K | 0.01% | −1,388−10.5% | Reduced |
| American Century Companies Inc | 11,797 | $865.3K | 0.00% | −21,303−64.4% | Reduced |
| VestGen Advisors, LLC | 11,746 | $861.6K | 0.03% | +941+8.7% | Added |
| Grimes & Company, Inc. | 11,743 | $861.3K | 0.02% | +80+0.7% | Added |
| Ingalls & Snyder LLC | 11,669 | $856.0K | 0.02% | −209−1.8% | Reduced |
| Great Diamond Partners, LLC | 11,596 | $850.6K | 0.15% | +700+6.4% | Added |
| Allred Capital Management, LLC | 11,507 | $844.0K | 0.28% | +10.0% | Added |
| Core Wealth Partners LLC | 11,458 | $840.4K | 0.36% | +6+0.1% | Added |
| Sigma Planning Corp | 11,452 | $840.0K | 0.02% | +273+2.4% | Added |
| Washington Capital Management Inc | 11,300 | $828.9K | 0.55% | +11,300 | New |
| Chicago Partners Investment Group LLC | 11,922 | $824.4K | 0.02% | +3,654+44.2% | Added |
| Columbia Asset Management | 11,226 | $823.4K | 0.14% | 00.0% | Unchanged |
| Scotia Capital Inc. | 11,219 | $823.0K | 0.00% | −235−2.1% | Reduced |
| Proffitt & Goodson Inc | 11,214 | $822.5K | 0.11% | +773+7.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,161 | $818.7K | 0.07% | −172−1.5% | Reduced |
| Wealthspire Advisors, LLC | 11,098 | $814.0K | 0.00% | +5,592+101.6% | Added |
| Plato Investment Management Ltd | 11,159 | $813.7K | 0.05% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 11,050 | $810.5K | 0.18% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 11,046 | $810.2K | 0.09% | +47+0.4% | Added |
| OpenArc Corporate Advisory, LLC | 11,016 | $808.0K | 0.01% | +824+8.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,965 | $804.9K | 0.00% | +245+2.3% | Added |
| KCM Investment Advisors LLC | 10,917 | $800.8K | 0.02% | +3,205+41.6% | Added |
| Central Pacific Bank - Trust Division | 10,845 | $795.5K | 0.08% | −500−4.4% | Reduced |
| Baldwin Investment Management, LLC | 10,790 | $791.4K | 0.08% | −150−1.4% | Reduced |
| Milestone Asset Management Group, LLC | 10,782 | $790.9K | 0.40% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,782 | $790.8K | 0.01% | +78+0.7% | Added |
| Syon Capital LLC | 10,776 | $790.4K | 0.03% | +878+8.9% | Added |
| Family Legacy Financial Solutions, LLC | 10,743 | $788.0K | 0.48% | −7,876−42.3% | Reduced |
| Resonant Capital Advisors, LLC | 10,672 | $782.8K | 0.04% | +96+0.9% | Added |
| Medallion Wealth Advisors, LLC | 10,530 | $772.4K | 0.26% | −2,253−17.6% | Reduced |
| Smartleaf Asset Management LLC | 10,473 | $769.1K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,477 | $768.5K | 0.01% | +287+2.8% | Added |
| Generali Investments, Management Co LLC | 10,449 | $766.4K | 0.17% | +7,968+321.2% | Added |
| Beck Mack & Oliver LLC | 10,394 | $762.4K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 10,314 | $756.5K | 0.08% | +10,314 | New |
| Bull Street Advisors, LLC | 10,301 | $756.0K | 0.35% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10,264 | $752.9K | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 10,229 | $750.3K | 0.02% | −8,104−44.2% | Reduced |
| Sagespring Wealth Partners, LLC | 10,183 | $746.9K | 0.01% | +161+1.6% | Added |
| Tower View Investment Management & Research LLC | 10,178 | $746.5K | 0.33% | −1,342−11.6% | Reduced |
| Riverwater Partners LLC | 10,157 | $745.0K | 0.22% | −2,072−16.9% | Reduced |
| Avestar Capital, LLC | 10,117 | $742.1K | 0.04% | +27+0.3% | Added |
| Intech Investment Management LLC | 10,054 | $737.5K | 0.01% | −10,398−50.8% | Reduced |
| Hartree Partners, LP | 10,000 | $733.5K | 0.16% | +10,000 | New |
| Sawgrass Asset Management LLC | 9,925 | $728.0K | 0.10% | −355−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,922 | $727.8K | 0.02% | +560+6.0% | Added |
| IHT Wealth Management, LLC | 9,910 | $726.9K | 0.02% | +374+3.9% | Added |
| Tower Bridge Advisors | 9,904 | $726.5K | 0.07% | −455−4.4% | Reduced |
| Rialto Wealth Management, LLC | 9,804 | $719.1K | 0.14% | −65−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 9,803 | $719.0K | 0.04% | +678+7.4% | Added |
| Boyd Watterson Asset Management LLC | 9,764 | $716.2K | 0.19% | −145−1.5% | Reduced |
| Investment Advisory Services Inc | 9,738 | $714.3K | 0.21% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 9,727 | $713.5K | 0.01% | +9,727 | New |
| Laurel Wealth Advisors LLC | 9,725 | $713.3K | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $711.4K | 0.19% | 00.0% | Unchanged |
| City Holding Co | 9,681 | $710.1K | 0.08% | −444−4.4% | Reduced |
| Busey Wealth Management | 9,663 | $708.8K | 0.02% | −127−1.3% | Reduced |
| Independent Advisor Alliance | 9,656 | $708.2K | 0.02% | −290−2.9% | Reduced |
| Resources Management Corp | 9,633 | $706.6K | 0.09% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 9,600 | $704.2K | 0.47% | +100+1.1% | Added |
| Ledyard National Bank | 9,594 | $703.7K | 0.06% | +30.0% | Added |
| Arkadios Wealth Advisors | 9,587 | $703.2K | 0.01% | +612+6.8% | Added |
| Flagship Harbor Advisors, LLC | 9,511 | $697.6K | 0.03% | +3,053+47.3% | Added |
| TCG Advisory Services, LLC | 9,489 | $696.0K | 0.01% | +1,087+12.9% | Added |
| Tandem Financial, LLC | 9,387 | $688.5K | 0.22% | +10.0% | Added |
| LVW Advisors, LLC | 9,328 | $684.2K | 0.06% | +132+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 9,304 | $682.4K | 0.04% | −271−2.8% | Reduced |
| Groupama Asset Managment | 9,291 | $681.8K | 0.01% | +4,137+80.3% | Added |
| Burns J W & Co Inc | 9,253 | $678.7K | 0.07% | −49−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 9,239 | $677.7K | 0.05% | +988+12.0% | Added |
| Old National Bancorp | 9,203 | $675.0K | 0.01% | +3,258+54.8% | Added |
| Wealth Alliance | 9,201 | $674.9K | 0.06% | −268−2.8% | Reduced |
| First Bank & Trust | 9,171 | $672.7K | 0.10% | −509−5.3% | Reduced |
| Harbour Investments, Inc. | 9,064 | $664.8K | 0.01% | −42−0.5% | Reduced |
| Simmons Bank | 9,026 | $662.1K | 0.04% | −541−5.7% | Reduced |
| Catalytic Wealth RIA, LLC | 8,976 | $658.4K | 0.04% | −630−6.6% | Reduced |
| 1st Source Bank | 8,969 | $657.9K | 0.03% | −5−0.1% | Reduced |
| Guggenheim Capital LLC | 8,933 | $655.2K | 0.00% | +1,181+15.2% | Added |
| Carret Asset Management, LLC | 8,933 | $655.2K | 0.06% | +76+0.9% | Added |
| Apella Capital, LLC | 9,512 | $653.2K | 0.01% | +233+2.5% | Added |
| Prudent Man Advisors, LLC | 8,890 | $652.1K | 0.15% | +985+12.5% | Added |
| Integrated Advisors Network LLC | 8,885 | $651.7K | 0.03% | +2,888+48.2% | Added |
| Fiduciary Group LLC | 8,872 | $650.8K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,823 | $647.2K | 0.00% | +8,823 | New |
| Level Four Advisory Services, LLC | 8,811 | $646.3K | 0.02% | −1,544−14.9% | Reduced |