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.
| 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 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 19,965 | $1.26M | 0.03% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 19,982 | $1.26M | 0.17% | −24−0.1% | Reduced |
| Virtu Financial LLC | 20,038 | $1.26M | 0.09% | +20,038 | New |
| Personal Cfo Solutions, LLC | 20,148 | $1.27M | 0.20% | +7,537+59.8% | Added |
| Dempze Nancy E | 20,185 | $1.27M | 0.87% | +9,790+94.2% | Added |
| Salem Investment Counselors Inc | 20,418 | $1.29M | 0.04% | −714−3.4% | Reduced |
| Wedmont Private Capital | 19,634 | $1.30M | 0.08% | −630−3.1% | Reduced |
| Griffin Asset Management, Inc. | 20,547 | $1.30M | 0.15% | +20,547 | New |
| Stratos Wealth Partners, LTD. | 20,657 | $1.30M | 0.02% | −46,309−69.2% | Reduced |
| SpiderRock Advisors, LLC | 20,731 | $1.31M | 0.03% | +794+4.0% | Added |
| Park Avenue Securities LLC | 20,887 | $1.32M | 0.02% | −1,195−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 20,992 | $1.32M | 0.02% | +3,542+20.3% | Added |
| KCM Investment Advisors LLC | 21,066 | $1.33M | 0.05% | +68+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 21,192 | $1.34M | 0.57% | +21,192 | New |
| Apollon Wealth Management, LLC | 21,277 | $1.34M | 0.04% | −3,692−14.8% | Reduced |
| Wetherby Asset Management Inc | 21,323 | $1.35M | 0.06% | −816−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 21,331 | $1.35M | 0.10% | +5,554+35.2% | Added |
| Delaney Dennis R | 21,361 | $1.35M | 0.73% | +11,381+114.0% | Added |
| Lake Street Advisors Group, LLC | 21,308 | $1.35M | 0.06% | −703−3.2% | Reduced |
| Hunter Associates Investment Management LLC | 21,353 | $1.35M | 0.23% | −1,456−6.4% | Reduced |
| Birch Hill Investment Advisors LLC | 21,528 | $1.36M | 0.07% | −77−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 21,558 | $1.36M | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,754 | $1.37M | 0.12% | +4,747+27.9% | Added |
| Modera Wealth Management, LLC | 21,756 | $1.37M | 0.02% | +809+3.9% | Added |
| Garrison Point Advisors, LLC | 21,850 | $1.38M | 0.91% | −125−0.6% | Reduced |
| Summit Trail Advisors, LLC | 21,847 | $1.38M | 0.04% | +4,557+26.4% | Added |
| Quantinno Capital Management LP | 22,084 | $1.39M | 0.03% | +4,113+22.9% | Added |
| Tokio Marine Asset Management Co Ltd | 22,201 | $1.40M | 0.07% | +733+3.4% | Added |
| Integrated Wealth Concepts LLC | 22,294 | $1.41M | 0.02% | −365−1.6% | Reduced |
| Quantum Private Wealth, LLC | 22,317 | $1.41M | 0.50% | +746+3.5% | Added |
| Pearl River Capital, LLC | 22,345 | $1.41M | 0.22% | +9,649+76.0% | Added |
| Trueblood Wealth Management, LLC | 22,466 | $1.42M | 0.80% | +109+0.5% | Added |
| Hartford Financial Management Inc. | 22,566 | $1.42M | 0.31% | +30.0% | Added |
| Squarepoint Ops LLC | 22,708 | $1.43M | 0.01% | −71,704−75.9% | Reduced |
| Lido Advisors, LLC | 22,755 | $1.44M | 0.01% | +2,111+10.2% | Added |
| Burney Co | 22,852 | $1.44M | 0.06% | −1,055−4.4% | Reduced |
| Curbstone Financial Management Corp | 22,868 | $1.44M | 0.31% | −200−0.9% | Reduced |
| Greenleaf Trust | 22,948 | $1.45M | 0.01% | +175+0.8% | Added |
| Bridges Investment Management Inc | 23,036 | $1.45M | 0.02% | +1,640+7.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,172 | $1.46M | 0.15% | −533−2.2% | Reduced |
| CAPROCK Group, Inc. | 23,715 | $1.50M | 0.06% | +1,762+8.0% | Added |
| Woodstock Corp | 23,822 | $1.50M | 0.15% | −525−2.2% | Reduced |
| Bessemer Group Inc | 24,167 | $1.52M | 0.00% | −1,343−5.3% | Reduced |
| Jump Financial, LLC | 24,431 | $1.54M | 0.03% | +12,481+104.4% | Added |
| Principle Wealth Partners LLC | 24,817 | $1.57M | 0.12% | +69+0.3% | Added |
| United Services Automobile Association | 24,895 | $1.57M | 0.04% | −1,863−7.0% | Reduced |
| Lakewood Asset Management LLC | 24,908 | $1.57M | 1.10% | −88−0.4% | Reduced |
| Everence Capital Management Inc | 25,890 | $1.59M | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 25,283 | $1.59M | 0.04% | −453−1.8% | Reduced |
| Schnieders Capital Management LLC | 25,440 | $1.60M | 0.32% | +6,378+33.5% | Added |
| Veriti Management LLC | 25,483 | $1.61M | 0.10% | +4,027+18.8% | Added |
| IMA Wealth, Inc. | 25,647 | $1.62M | 0.71% | −255−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.63M | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 25,836 | $1.63M | 0.06% | −636−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.64M | 0.20% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 26,166 | $1.65M | 0.03% | −1,995−7.1% | Reduced |
| Moors & Cabot, Inc. | 26,370 | $1.66M | 0.09% | +259+1.0% | Added |
| Two Sigma Investments, LP | 26,400 | $1.67M | 0.00% | −91,900−77.7% | Reduced |
| Johnson Investment Counsel Inc | 26,608 | $1.68M | 0.02% | +221+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,667 | $1.68M | 0.04% | +155+0.6% | Added |
| Sabal Trust CO | 26,927 | $1.70M | 0.10% | +7,158+36.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,027 | $1.70M | 0.12% | −544−2.0% | Reduced |
| Guggenheim Capital LLC | 27,519 | $1.74M | 0.01% | −304−1.1% | Reduced |
| Liberty Capital Management, Inc. | 27,575 | $1.74M | 0.41% | +4,373+18.8% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $1.74M | 0.10% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 27,700 | $1.75M | 0.07% | −1,900−6.4% | Reduced |
| Assenagon Asset Management S.A. | 27,908 | $1.76M | 0.00% | −34,339−55.2% | Reduced |
| Omers Administration Corp | 27,942 | $1.76M | 0.02% | +27,942 | New |
| Gotham Asset Management, LLC | 28,042 | $1.77M | 0.02% | −32,935−54.0% | Reduced |
| FineMark National Bank & Trust | 28,144 | $1.78M | 0.07% | −827−2.9% | Reduced |
| Empirical Finance, LLC | 28,186 | $1.78M | 0.11% | −2,009−6.7% | Reduced |
| Financial Advocates Investment Management | 28,375 | $1.79M | 0.11% | −69−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 28,465 | $1.80M | 0.12% | +890+3.2% | Added |
| Kinneret Advisory, LLC | 28,395 | $1.80M | 0.17% | +8,705+44.2% | Added |
| Dakota Wealth Management | 28,668 | $1.81M | 0.04% | +320+1.1% | Added |
| Azzad Asset Management Inc | 28,678 | $1.81M | 0.21% | +40+0.1% | Added |
| Barden Capital Management, Inc. | 28,909 | $1.82M | 1.72% | +49+0.2% | Added |
| Nia Impact Advisors, LLC | 28,951 | $1.83M | 0.66% | +1,250+4.5% | Added |
| Holderness Investments Co | 29,302 | $1.85M | 0.44% | −250−0.8% | Reduced |
| Clearstead Advisors, LLC | 29,423 | $1.86M | 0.03% | +11,630+65.4% | Added |
| Glenview Trust Co | 29,462 | $1.86M | 0.04% | −240−0.8% | Reduced |
| Norinchukin Bank, The | 29,803 | $1.88M | 0.05% | +879+3.0% | Added |
| HB Wealth Management, LLC | 29,951 | $1.89M | 0.02% | +2,044+7.3% | Added |
| TD Waterhouse Canada Inc. | 30,593 | $1.90M | 0.02% | −110−0.4% | Reduced |
| Value Partners Investments Inc. | 30,342 | $1.91M | 0.17% | +3,023+11.1% | Added |
| Farmers & Merchants Investments Inc | 30,481 | $1.92M | 0.06% | −44,281−59.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,510 | $1.92M | 0.02% | −5,636−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 30,669 | $1.93M | 0.06% | +4,904+19.0% | Added |
| HighPoint Advisor Group LLC | 28,827 | $1.94M | 0.12% | −392−1.3% | Reduced |
| Headinvest, LLC | 30,887 | $1.95M | 0.38% | −500−1.6% | Reduced |
| NEOS Investment Management LLC | 31,024 | $1.96M | 0.08% | +9,960+47.3% | Added |
| Aureus Asset Management, LLC | 31,159 | $1.97M | 0.14% | −348−1.1% | Reduced |
| AQR Capital Management LLC | 31,166 | $1.97M | 0.00% | −42,648−57.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 28,520 | $2.00M | 0.01% | −20,229−41.5% | Reduced |
| Atria Wealth Solutions, Inc. | 31,738 | $2.00M | 0.02% | −2,333−6.8% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $2.01M | 1.14% | 00.0% | Unchanged |
| South Dakota Investment Council | 32,028 | $2.02M | 0.04% | −1,888−5.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,971 | $2.02M | 0.03% | −1,043−3.2% | Reduced |
| Savant Capital, LLC | 32,408 | $2.04M | 0.02% | +162+0.5% | Added |
| Notis-McConarty Edward | 32,433 | $2.05M | 0.80% | +15,953+96.8% | Added |