CARRIER GLOBAL Corp (CARR) — Institutional Holders, Q2 2026 (page 15)
1,657 institutional investment managers reported a CARR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $53.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,401 to 1,500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CARR 13F holders ranked 1,401–1,500 of 1,657
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | LFA - Lugano Financial Advisors SA#1401 · 890 sh | 890 | $65.3K | 0.04% | 0.0% |
| 1402 | Quaker Wealth Management#1402 · 882 sh | 882 | $64.7K | — | +0.6% |
| 1403 | JNBA Financial Advisors#1403 · 871 sh | 871 | $63.9K | <0.01% | -5.6% |
| 1404 | Silver Grove Financial Group#1404 · 868 sh | 868 | $63.7K | 0.03% | +552.6% |
| 1405 | Cypress Capital Management (WY)#1405 · 860 sh | 860 | $63.1K | 0.05% | 0.0% |
| 1406 | CNB Bank#1406 · 852 sh | 852 | $62.5K | 0.02% | 0.0% |
| 1407 | Essential Partners#1407 · 852 sh | 852 | $62.5K | — | +36.3% |
| 1408 | Keating Financial Advisory Services#1408 · 848 sh | 848 | $62.2K | <0.01% | +21.8% |
| 1409 | Indiana & Investment Management#1409 · 847 sh | 847 | $62.1K | — | 0.0% |
| 1410 | Covestor Ltd#1410 · 841 sh | 841 | $62.0K | 0.04% | +18.3% |
| 1411 | BEACON INVESTMENT ADVISORY SERVICES#1411 · 845 sh | 845 | $62.0K | — | -22.8% |
| 1412 | SBI Securities , Ltd.#1412 · 832 sh | 832 | $61.0K | — | -9.0% |
| 1413 | Mascoma Wealth Management#1413 · 810 sh | 810 | $59.4K | — | 0.0% |
| 1414 | Murphy & Mullick Capital Management#1414 · 797 sh | 797 | $58.5K | 0.04% | -6.1% |
| 1415 | Mowery & Schoenfeld Wealth Management#1415 · 789 sh | 789 | $57.9K | 0.08% | 0.0% |
| 1416 | Westside Investment Management#1416 · 789 sh | 789 | $57.9K | <0.01% | -6.0% |
| 1417 | FLAGSHIP WEALTH ADVISORS#1417 · 786 sh | 786 | $57.7K | 0.01% | 0.0% |
| 1418 | Cape Investment Advisory#1418 · 782 sh | 782 | $57.4K | — | New |
| 1419 | HORIZON FINANCIAL SERVICES#1419 · 781 sh | 781 | $57.3K | 0.02% | +550.8% |
| 1420 | WESTPAC BANKING#1420 · 777 sh | 777 | $57.0K | <0.01% | 0.0% |
| 1421 | Princeton Global Asset Management#1421 · 761 sh | 761 | $55.8K | — | +2.7% |
| 1422 | FIRST UNITED BANK#1422 · 750 sh | 750 | $55.0K | — | 0.0% |
| 1423 | Orion Capital Management#1423 · 750 sh | 750 | $55.0K | 0.02% | 0.0% |
| 1424 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1424 · 727 sh | 727 | $53.3K | <0.01% | New |
| 1425 | BIRCHBROOK#1425 · 725 sh | 725 | $53.2K | — | 0.0% |
| 1426 | ACTION POINT FINANCIAL PLANNING#1426 · 731 sh | 731 | $53.2K | <0.01% | New |
| 1427 | American Capital Advisory#1427 · 716 sh | 716 | $52.5K | 0.02% | +1.0% |
| 1428 | TD Capital Management#1428 · 711 sh | 711 | $52.1K | <0.01% | +0.4% |
| 1429 | LifeSteps Financial#1429 · 703 sh | 703 | $51.6K | — | New |
| 1430 | Golden State Wealth Management#1430 · 700 sh | 700 | $51.4K | <0.01% | 0.0% |
| 1431 | Lavaca Capital#1431 · 700 sh | 700 | $51.3K | <0.01% | 0.0% |
| 1432 | Ramirez Asset Management#1432 · 700 sh | 700 | $51.3K | <0.01% | 0.0% |
| 1433 | Kennebec Savings Bank#1433 · 700 sh | 700 | $51.3K | — | New |
| 1434 | SJS Investment Consulting#1434 · 667 sh | 667 | $48.9K | — | +8.3% |
| 1435 | Vision Retirement#1435 · 665 sh | 665 | $48.8K | 0.01% | -4.6% |
| 1436 | Quarry#1436 · 661 sh | 661 | $48.5K | <0.01% | New |
| 1437 | Prestige Wealth Management Group#1437 · 660 sh | 660 | $48.4K | <0.01% | +2.0% |
| 1438 | BROWN, LISLE/CUMMINGS#1438 · 654 sh | 654 | $48.0K | — | 0.0% |
| 1439 | Avanza Fonder AB#1439 · 653 sh | 653 | $47.9K | — | 0.0% |
| 1440 | ARMSTRONG ADVISORY GROUP#1440 · 652 sh | 652 | $47.9K | — | 0.0% |
| 1441 | CHESAPEAKE ASSET MANAGEMENT#1441 · 650 sh | 650 | $47.7K | 0.04% | 0.0% |
| 1442 | SOA Wealth Advisors#1442 · 636 sh | 636 | $46.7K | <0.01% | 0.0% |
| 1443 | OSSIAM#1443 · 627 sh | 627 | $46.0K | <0.01% | -94.1% |
| 1444 | James T. Borello RIA#1444 · 622 sh | 622 | $45.6K | — | +6.0% |
| 1445 | WPG Advisers#1445 · 613 sh | 613 | $45.0K | 0.03% | 0.0% |
| 1446 | Meramec Financial Planners#1446 · 635 sh | 635 | $44.0K | 0.02% | 0.0% |
| 1447 | Salomon & Ludwin#1447 · 593 sh | 593 | $42.7K | <0.01% | +23.0% |
| 1448 | MTM Investment Management#1448 · 555 sh | 555 | $40.7K | 0.01% | 0.0% |
| 1449 | Leonteq Securities AG#1449 · 528 sh | 528 | $38.7K | <0.01% | -94.8% |
| 1450 | Glen Eagle Advisors#1450 · 528 sh | 528 | $38.7K | <0.01% | +7.1% |
| 1451 | CONSULTIVA WEALTH MANAGEMENT#1451 · 523 sh | 523 | $38.4K | 0.09% | 0.0% |
| 1452 | HIGHLINE WEALTH PARTNERS#1452 · 515 sh | 515 | $37.8K | — | +2.8% |
| 1453 | Core Alternative Capital#1453 · 508 sh | 508 | $37.3K | 0.01% | 0.0% |
| 1454 | Cheviot Value Management#1454 · 502 sh | 502 | $36.8K | <0.01% | 0.0% |
| 1455 | Walsh & Associates#1455 · 500 sh | 500 | $36.7K | 0.03% | 0.0% |
| 1456 | Burnham#1456 · 500 sh | 500 | $36.7K | 0.03% | — |
| 1457 | Bradley & Private Wealth Management#1457 · 496 sh | 496 | $36.4K | — | 0.0% |
| 1458 | HAGER INVESTMENT MANAGEMENT SERVICES#1458 · 490 sh | 490 | $35.9K | 0.02% | -20.2% |
| 1459 | Investment Research & Advisory Group#1459 · 451 sh | 451 | $34.8K | — | 0.0% |
| 1460 | Owl Creek Wealth Partners#1460 · 467 sh | 467 | $34.3K | — | +52.1% |
| 1461 | DT Investment Partners#1461 · 461 sh | 461 | $33.8K | <0.01% | 0.0% |
| 1462 | Coastline#1462 · 460 sh | 460 | $33.7K | — | 0.0% |
| 1463 | Bravera Wealth#1463 · 460 sh | 460 | $33.7K | 0.01% | 0.0% |
| 1464 | Physician Wealth Advisors#1464 · 453 sh | 453 | $33.2K | — | +17.4% |
| 1465 | GW&K Investment Management#1465 · 438 sh | 438 | $32.0K | <0.01% | +1.6% |
| 1466 | Nemes Rush Group#1466 · 431 sh | 431 | $31.6K | <0.01% | 0.0% |
| 1467 | DiNuzzo Private Wealth#1467 · 430 sh | 430 | $31.5K | — | +0.5% |
| 1468 | JPL Wealth Management#1468 · 415 sh | 415 | $30.4K | <0.01% | +12.2% |
| 1469 | Cornerstone Planning Group#1469 · 442 sh | 442 | $30.1K | — | +2.6% |
| 1470 | 1620 INVESTMENT ADVISORS#1470 · 407 sh | 407 | $29.9K | 0.02% | 0.0% |
| 1471 | KERR FINANCIAL PLANNING#1471 · 404 sh | 404 | $29.6K | 0.03% | +0.2% |
| 1472 | Moisand Fitzgerald Tamayo#1472 · 403 sh | 403 | $29.6K | — | 0.0% |
| 1473 | Signature Equity Partners#1473 · 401 sh | 401 | $29.4K | 0.01% | -38.1% |
| 1474 | Concord Wealth Partners#1474 · 400 sh | 400 | $29.3K | <0.01% | New |
| 1475 | Olistico Wealth#1475 · 400 sh | 400 | $29.3K | — | 0.0% |
| 1476 | Rosenberg Matthew Hamilton#1476 · 391 sh | 391 | $28.7K | — | +19.6% |
| 1477 | Lodestone Wealth Management#1477 · 390 sh | 390 | $28.6K | — | -3.5% |
| 1478 | West Branch Capital#1478 · 385 sh | 385 | $28.2K | — | -24.5% |
| 1479 | Financial Management Professionals#1479 · 383 sh | 383 | $28.1K | — | +142.4% |
| 1480 | ENTRUST FINANCIAL#1480 · 375 sh | 375 | $27.5K | 0.02% | 0.0% |
| 1481 | Bayforest Capital Ltd#1481 · 374 sh | 374 | $27.4K | 0.03% | New |
| 1482 | Cedar Mountain Advisors#1482 · 357 sh | 357 | $26.1K | — | +0.3% |
| 1483 | TOUNJIAN ADVISORY PARTNERS#1483 · 356 sh | 356 | $26.1K | 0.01% | New |
| 1484 | MEEDER ASSET MANAGEMENT#1484 · 352 sh | 352 | $25.8K | <0.01% | +18.1% |
| 1485 | LOGAN CAPITAL MANAGEMENT#1485 · 350 sh | 350 | $25.7K | <0.01% | New |
| 1486 | Johnson Financial Group#1486 · 346 sh | 346 | $25.4K | <0.01% | +7.5% |
| 1487 | GODSEY & GIBB#1487 · 341 sh | 341 | $25.0K | — | 0.0% |
| 1488 | Curat Global#1488 · 340 sh | 340 | $24.9K | — | 0.0% |
| 1489 | Tanglewood Legacy Advisors#1489 · 335 sh | 335 | $24.6K | <0.01% | 0.0% |
| 1490 | TOMPKINS FINANCIAL#1490 · 332 sh | 332 | $24.4K | — | -46.4% |
| 1491 | Rachor Investment Advisory Services#1491 · 320 sh | 320 | $23.5K | 0.01% | 0.0% |
| 1492 | VEGA INVESTMENT SOLUTIONS#1492 · 320 sh | 320 | $23.5K | <0.01% | 0.0% |
| 1493 | Archer Investment#1493 · 318 sh | 318 | $23.3K | <0.01% | 0.0% |
| 1494 | WELLINGTON-ALTUS USA#1494 · 412 sh | 412 | $23.2K | 0.02% | 0.0% |
| 1495 | COUNTRY BANK#1495 · 310 sh | 310 | $22.7K | <0.01% | -50.2% |
| 1496 | Downshift Financial#1496 · 305 sh | 305 | $22.4K | — | New |
| 1497 | MONETARY MANAGEMENT GROUP#1497 · 300 sh | 300 | $22.0K | <0.01% | 0.0% |
| 1498 | EDMOND DE ROTHSCHILD HOLDING S.A.#1498 · 300 sh | 300 | $22.0K | <0.01% | 0.0% |
| 1499 | Board of the Pension Protection Fund#1499 · 300 sh | 300 | $22.0K | 0.02% | New |
| 1500 | Chung Wu Investment Group#1500 · 300 sh | 300 | $22.0K | 0.01% | +50.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.