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Livermore
ZHEN

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 2024

Institutional positions in Carrier Global Corp as of Jun 30, 2024. 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
1,453
+56 vs. Q1 2024
Shares held
754.4M
−758.2K (−0.1%) vs. Q1 2024
Total value
$47.6B
+$3.72B (+8.5%) vs. Q1 2024
New holders
146
463 more added
Sold out
90
550 more reduced

17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,453 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2024: $47.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2024.

Institutions holding CARR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%+8New
McClarren Financial Advisors, Inc.126$270.02%−310−71.1%Reduced
BOK Financial Private Wealth, Inc.0$380.00%0New
West Paces Advisors Inc.2$1260.00%+2New
MeadowBrook Investment Advisors LLC4$2520.00%00.0%Unchanged
Financial Network Wealth Advisors LLC4$2520.00%+4New
PSI Advisors, LLC6$3780.00%00.0%Unchanged
Triad Wealth Partners, LLC10$6310.00%+10New
Delos Wealth Advisors, LLC13$8210.00%00.0%Unchanged
Wolff Wiese Magana LLC15$9470.00%00.0%Unchanged
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Fairman Group, LLC17$1.08K0.00%00.0%Unchanged
Perkins Coie Trust Co19$1.20K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.26K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$1.26K0.00%00.0%Unchanged
Fairway Wealth LLC21$1.32K0.00%+21New
Highline Wealth Partners LLC23$1.45K0.00%+23New
Game Plan Financial Advisors, LLC24$1.51K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC24$1.51K0.00%−3,402−99.3%Reduced
Guardian Wealth Management, Inc.25$1.58K0.00%00.0%Unchanged
Fairscale Capital, LLC25$1.75K0.00%+25New
Rakuten Securities, Inc.28$1.77K0.00%−44−61.1%Reduced
Bogart Wealth, LLC28$1.77K0.00%00.0%Unchanged
True Wealth Design, LLC29$1.83K0.00%−2−6.5%Reduced
Trifecta Capital Advisors, LLC31$1.96K0.00%00.0%Unchanged
Ogorek Anthony Joseph47$2.00K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$2.02K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC33$2.08K0.00%00.0%Unchanged
Park Place Capital Corp34$2.15K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC36$2.27K0.00%−100−73.5%Reduced
TD Capital Management LLC40$2.52K0.00%00.0%Unchanged
Aspect Partners, LLC41$2.59K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC42$2.65K0.00%00.0%Unchanged
Macroview Investment Management LLC45$2.84K0.00%00.0%Unchanged
Richardson Financial Services Inc.46$2.90K0.00%−18−28.1%Reduced
Valued Wealth Advisors LLC47$2.97K0.00%00.0%Unchanged
Clear Point Advisors Inc.48$3.03K0.00%00.0%Unchanged
Pacific Center for Financial Services50$3.15K0.00%00.0%Unchanged
PFS Partners, LLC52$3.29K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC53$3.34K0.00%+53New
Unique Wealth Strategies, LLC58$3.37K0.00%+58New
Financial Freedom, LLC56$3.52K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.59$3.72K0.00%00.0%Unchanged
Sawyer & Company, Inc61$4.00K0.00%00.0%Unchanged
Byrne Asset Management LLC67$4.24K0.00%−60−47.2%Reduced
Atticus Wealth Management, LLC70$4.42K0.00%00.0%Unchanged
Global Financial Private Client, LLC74$4.67K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC75$4.73K0.00%00.0%Unchanged
Fortis Group Advisors, LLC76$4.79K0.00%00.0%Unchanged
Optiver Holding B.V.79$4.98K0.00%−664−89.4%Reduced
Avion Wealth94$5.00K0.00%+25+36.2%Added
Tyler-Stone Wealth Management84$5.30K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC87$5.49K0.00%00.0%Unchanged
Dunhill Financial, LLC87$5.49K0.00%+16+22.5%Added
Abich Financial Wealth Management LLC88$5.55K0.00%00.0%Unchanged
Johnson Financial Group, Inc.88$5.57K0.00%+23+35.4%Added
Toth Financial Advisory Corp90$5.68K0.00%00.0%Unchanged
Pineridge Advisors LLC95$5.99K0.00%+95New
Dynamic Wealth Strategies, LLC97$6.00K0.01%00.0%Unchanged
Westside Investment Management, Inc.100$6.31K0.00%00.0%Unchanged
Sofos Investments, Inc.101$6.37K0.00%−190−65.3%Reduced
Gilliland Jeter Wealth Management LLC105$6.62K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$6.81K0.00%00.0%Unchanged
Salomon & Ludwin, LLC110$6.94K0.00%−35−24.1%Reduced
Operose Advisors LLC110$6.94K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc110$6.97K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.110$7.00K0.00%00.0%Unchanged
Central Bank & Trust Co116$7.32K0.00%00.0%Unchanged
Syntax Research, Inc.118$7.44K0.01%00.0%Unchanged
BBJS Financial Advisors, LLC120$7.57K0.00%+120New
Scarborough Advisors, LLC122$7.70K0.00%+122New
Costello Asset Management, INC125$7.88K0.01%−650−83.9%Reduced
Redmont Wealth Advisors LLC128$8.07K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD128$8.10K0.00%+128New
Main Street Group, LTD133$8.23K0.00%−7−5.0%Reduced
TruNorth Capital Management, LLC131$8.26K0.00%+61+87.1%Added
Thompson Investment Management, Inc.134$8.45K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC140$8.83K0.01%00.0%Unchanged
Financial Management Professionals, Inc.148$9.00K0.00%−2−1.3%Reduced
Breakwater Investment Management145$9.15K0.00%00.0%Unchanged
Ossiam146$9.21K0.00%−819−84.9%Reduced
Wiser Advisor Group LLC148$9.33K0.01%+1+0.7%Added
Live Oak Investment Partners–$9.46K0.01%–New
Richard W. Paul & Associates, LLC159$10.0K0.00%−13−7.6%Reduced
Abound Wealth Management171$10.8K0.00%−2−1.2%Reduced
Wetzel Investment Advisors, Inc.203$11.8K0.01%00.0%Unchanged
Sachetta, LLC175$11.8K0.01%+86+96.6%Added
First Personal Financial Services200$12.6K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$12.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC201$12.7K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC203$12.8K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC206$13.0K0.00%+8+4.0%Added
First PREMIER Bank200$13.0K0.00%00.0%Unchanged
Transcendent Capital Group LLC213$13.4K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC217$13.7K0.00%+217New
PrairieView Partners, LLC227$14.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC231$14.6K0.01%00.0%Unchanged
DecisionPoint Financial, LLC220$15.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC243$15.3K0.00%+11+4.7%Added
Magellan Asset Management Ltd247$15.6K0.00%00.0%Unchanged