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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 8,768 | $643.1K | 0.01% | +8,768 | New |
| Valeo Financial Advisors, LLC | 8,707 | $638.7K | 0.01% | +819+10.4% | Added |
| Warner Group LLC | 8,700 | $638.1K | 0.16% | +4,329+99.0% | Added |
| Checchi Capital Advisers, LLC | 8,688 | $637.3K | 0.04% | +126+1.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,596 | $630.5K | 0.15% | +13+0.2% | Added |
| Atomi Financial Group, Inc. | 8,586 | $629.8K | 0.02% | +1,203+16.3% | Added |
| Drexel Morgan & Co. | 8,578 | $629.2K | 0.09% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 8,518 | $624.8K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,500 | $623.4K | 0.03% | +33+0.4% | Added |
| PFG Investments, LLC | 8,492 | $622.9K | 0.02% | +1,250+17.3% | Added |
| NorthRock Partners, LLC | 8,439 | $619.0K | 0.01% | +9+0.1% | Added |
| Prospera Financial Services Inc | 8,390 | $616.0K | 0.01% | +976+13.2% | Added |
| Phoenix Holdings Ltd. | 8,369 | $613.9K | 0.00% | −286−3.3% | Reduced |
| Engineers Gate Manager LP | 8,361 | $613.3K | 0.01% | +8,361 | New |
| We Are One Seven, LLC | 8,348 | $612.4K | 0.01% | +575+7.4% | Added |
| Advisory Alpha, LLC | 8,311 | $609.7K | 0.01% | +1,037+14.3% | Added |
| Sky Investment Group LLC | 8,304 | $609.1K | 0.10% | −250−2.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $607.7K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,256 | $605.5K | 0.04% | −4,581−35.7% | Reduced |
| Pointe Capital Management LLC | 8,223 | $603.2K | 0.27% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,187 | $600.5K | 0.03% | +1,409+20.8% | Added |
| Dover Advisors, LLC | 11,256 | $594.8K | 0.24% | 00.0% | Unchanged |
| Axxion S.A. | 8,106 | $594.6K | 0.04% | +8,106 | New |
| Wealthcare Advisory Partners LLC | 8,081 | $592.8K | 0.01% | −1,496−15.6% | Reduced |
| Great Valley Advisor Group, Inc. | 8,064 | $591.0K | 0.01% | −119−1.5% | Reduced |
| Zions Bancorporation, National Association | 8,056 | $590.9K | 0.04% | −157−1.9% | Reduced |
| Nautilus Advisors LLC | 8,506 | $589.8K | 0.35% | +76+0.9% | Added |
| Landscape Capital Management, L.L.C. | 7,986 | $585.8K | 0.04% | +7,986 | New |
| FSM Wealth Advisors, LLC | 7,981 | $585.4K | 0.06% | +61+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,909 | $580.1K | 0.02% | −3,698−31.9% | Reduced |
| Adviser Investments LLC | 7,874 | $577.6K | 0.01% | +3,546+81.9% | Added |
| Financial Perspectives, Inc | 7,828 | $574.2K | 0.14% | 00.0% | Unchanged |
| First National Bank of Omaha | 7,814 | $573.8K | 0.02% | −694−8.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,793 | $571.6K | 0.03% | −200−2.5% | Reduced |
| New England Research & Management, Inc. | 7,700 | $564.8K | 0.22% | −225−2.8% | Reduced |
| Stoneridge Investment Partners LLC | 9,126 | $564.0K | 0.37% | −23,161−71.7% | Reduced |
| First Western Trust Bank | 7,688 | $563.9K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 7,646 | $560.8K | 0.03% | −38−0.5% | Reduced |
| Webster Bank, N. A. | 7,631 | $559.7K | 0.05% | −150−1.9% | Reduced |
| Atwood & Palmer Inc | 7,607 | $558.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,564 | $554.8K | 0.02% | +177+2.4% | Added |
| Fortune Financial Advisors, LLC | 7,503 | $550.4K | 0.24% | +195+2.7% | Added |
| USS Investment Management Ltd | 7,490 | $549.1K | 0.00% | −11,385−60.3% | Reduced |
| Proficio Capital Partners LLC | 7,478 | $548.5K | 0.02% | +7,478 | New |
| Ascent Group, LLC | 7,443 | $546.0K | 0.02% | +560+8.1% | Added |
| Americana Partners, LLC | 7,432 | $545.2K | 0.01% | +727+10.8% | Added |
| CFO4Life Group, LLC | 7,432 | $545.1K | 0.07% | −612−7.6% | Reduced |
| Moody National Bank Trust Division | 7,399 | $542.7K | 0.04% | +259+3.6% | Added |
| Trust Co of Virginia | 7,391 | $542.1K | 0.04% | −299−3.9% | Reduced |
| GSB Wealth Management, LLC | 7,340 | $538.4K | 0.11% | +2,118+40.6% | Added |
| Fishman Jay A Ltd | 7,300 | $535.5K | 0.04% | −100−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,300 | $535.5K | 0.03% | +1,780+32.2% | Added |
| Piscataqua Savings Bank | 7,294 | $535.0K | 0.36% | −85−1.2% | Reduced |
| Shelton Capital Management | 7,285 | $534.4K | 0.01% | −291−3.8% | Reduced |
| Rockland Trust Co | 7,285 | $534.4K | 0.02% | −246−3.3% | Reduced |
| Cigna Investments Inc | 7,272 | $534.0K | 0.07% | −177−2.4% | Reduced |
| Fruth Investment Management | 7,231 | $530.0K | 0.13% | −50−0.7% | Reduced |
| Rodgers Brothers Inc. | 7,164 | $525.4K | 0.05% | −247−3.3% | Reduced |
| Montecito Bank & Trust | 7,117 | $522.0K | 0.08% | −205−2.8% | Reduced |
| Fulcrum Asset Management LLP | 7,089 | $520.5K | 0.05% | +7,089 | New |
| Investment Management Trust, LLC | 7,045 | $516.7K | 0.46% | +27+0.4% | Added |
| EverSource Wealth Advisors, LLC | 7,032 | $515.8K | 0.02% | −1,439−17.0% | Reduced |
| Cambria Investment Management, L.P. | 7,004 | $513.7K | 0.03% | +7,004 | New |
| MJP Associates Inc | 7,001 | $513.5K | 0.06% | −1,513−17.8% | Reduced |
| Meridian Wealth Management, LLC | 6,985 | $512.4K | 0.02% | +443+6.8% | Added |
| Partners Capital Investment Group, LLP | 6,983 | $512.2K | 0.02% | +6,983 | New |
| JM2 Capital Inc. | 6,979 | $511.9K | 0.35% | −184−2.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,979 | $511.8K | 0.01% | +461+7.1% | Added |
| Delaney Dennis R | 6,975 | $511.6K | 0.16% | −23,080−76.8% | Reduced |
| Hohimer Wealth Management, LLC | 6,924 | $507.9K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,914 | $507.1K | 0.01% | −334−4.6% | Reduced |
| Mengis Capital Management, Inc. | 6,901 | $506.2K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,889 | $505.3K | 0.00% | −770−10.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,860 | $503.2K | 0.03% | +392+6.1% | Added |
| Spirepoint Private Client, LLC | 6,848 | $502.3K | 0.04% | −164−2.3% | Reduced |
| Triangle Securities Wealth Management | 6,798 | $498.6K | 0.10% | +485+7.7% | Added |
| Boston Family Office LLC | 6,783 | $498.0K | 0.03% | −150−2.2% | Reduced |
| International Assets Investment Management, LLC | 6,878 | $495.8K | 0.03% | −456−6.2% | Reduced |
| Bell Investment Advisors, Inc | 6,750 | $495.1K | 0.07% | +15+0.2% | Added |
| OneAscent Financial Services LLC | 6,706 | $491.9K | 0.02% | +48+0.7% | Added |
| Farmers National Bank | 6,700 | $491.4K | 0.10% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $488.1K | 0.15% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,634 | $486.6K | 0.20% | −9−0.1% | Reduced |
| Founders Capital Management, LLC | 6,599 | $484.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 6,583 | $482.9K | 0.03% | +2,001+43.7% | Added |
| General Partner, Inc. | 6,583 | $482.9K | 0.26% | 00.0% | Unchanged |
| Spire Wealth Management | 6,534 | $479.2K | 0.01% | +62+1.0% | Added |
| First Citizens Bank & Trust Co | 6,502 | $476.9K | 0.01% | −2,931−31.1% | Reduced |
| St Germain D J Co Inc | 6,499 | $476.7K | 0.02% | −32−0.5% | Reduced |
| Southeast Asset Advisors Inc. | 6,485 | $475.7K | 0.05% | −75−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 6,459 | $473.8K | 0.01% | −156−2.4% | Reduced |
| Orographic Financial Advisors, LLC | 7,481 | $471.0K | 0.31% | −11−0.1% | Reduced |
| Vanguard National Trust Co | 6,408 | $470.0K | 0.03% | −2,232−25.8% | Reduced |
| Parcion Private Wealth LLC | 6,399 | $469.4K | 0.03% | +1,213+23.4% | Added |
| Red Door Wealth Management, LLC | 6,295 | $461.7K | 0.04% | +33+0.5% | Added |
| Berkshire Asset Management LLC | 6,280 | $460.6K | 0.02% | −18−0.3% | Reduced |
| Western Wealth Management, LLC | 6,260 | $459.2K | 0.02% | +285+4.8% | Added |
| Foundations Investment Advisors, LLC | 6,252 | $458.5K | 0.00% | +672+12.0% | Added |
| First City Capital Management, Inc. | 6,244 | $458.0K | 0.22% | −35−0.6% | Reduced |
| Marco Investment Management LLC | 6,236 | $457.4K | 0.03% | −20−0.3% | Reduced |