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 |
|---|---|---|---|---|---|
| Blue Square Asset Management, LLC | 32,646 | $2.06M | 1.20% | +292+0.9% | Added |
| Raymond James Trust N.A. | 32,728 | $2.06M | 0.05% | −836−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 32,773 | $2.07M | 0.01% | −352−1.1% | Reduced |
| Pacific Global Investment Management CO | 33,048 | $2.08M | 0.40% | +1,821+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 33,342 | $2.10M | 0.01% | +10,744+47.5% | Added |
| Delta Financial Advisors LLC | 33,645 | $2.12M | 0.82% | −135−0.4% | Reduced |
| Metis Global Partners, LLC | 33,902 | $2.14M | 0.07% | −721−2.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,000 | $2.14M | 0.33% | +3,000+9.7% | Added |
| Tiaa Trust, National Association | 34,291 | $2.16M | 0.01% | −73−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 34,400 | $2.17M | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 34,759 | $2.19M | 0.00% | +34,759 | New |
| Whittier Trust Co | 34,945 | $2.20M | 0.03% | −57−0.2% | Reduced |
| GWM Advisors LLC | 35,001 | $2.21M | 0.02% | +1,058+3.1% | Added |
| Lee Danner & Bass Inc | 35,374 | $2.23M | 0.17% | +35,374 | New |
| Rakuten Investment Management, Inc. | 35,295 | $2.23M | 0.01% | +13,064+58.8% | Added |
| Illinois Municipal Retirement Fund | 35,501 | $2.24M | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 35,885 | $2.26M | 0.01% | +13,385+59.5% | Added |
| United Capital Financial Advisers, LLC | 36,062 | $2.27M | 0.02% | +982+2.8% | Added |
| Hoylecohen, LLC | 36,216 | $2.28M | 0.17% | +544+1.5% | Added |
| Perigon Wealth Management, LLC | 36,818 | $2.32M | 0.07% | −296−0.8% | Reduced |
| New England Research & Management, Inc. | 37,275 | $2.35M | 1.13% | +3,725+11.1% | Added |
| Sciencast Management LP | 37,362 | $2.36M | 0.82% | +37,362 | New |
| Merit Financial Group, LLC | 37,567 | $2.37M | 0.05% | +1,259+3.5% | Added |
| MAI Capital Management | 37,682 | $2.38M | 0.02% | −869−2.3% | Reduced |
| Selway Asset Management | 37,717 | $2.38M | 0.97% | +650+1.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,099 | $2.41M | 0.66% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 38,487 | $2.43M | 0.04% | +5,811+17.8% | Added |
| Poehling Capital Management, LLC | 38,703 | $2.44M | 0.67% | −306−0.8% | Reduced |
| Trust Co of Vermont | 38,831 | $2.45M | 0.13% | +225+0.6% | Added |
| Pinnacle Associates Ltd | 39,119 | $2.47M | 0.04% | −230−0.6% | Reduced |
| Monarch Capital Management Inc | 39,161 | $2.48M | 0.73% | −213−0.5% | Reduced |
| Change Path, LLC | 39,330 | $2.48M | 0.13% | −3,625−8.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.52M | 0.57% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 40,167 | $2.53M | 0.71% | +40,167 | New |
| Northwestern Mutual Wealth Management Co | 40,296 | $2.54M | 0.00% | +884+2.2% | Added |
| Aurora Investment Counsel | 40,596 | $2.56M | 1.50% | +113+0.3% | Added |
| Allianz SE | 40,694 | $2.57M | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 40,776 | $2.57M | 0.03% | −232−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 40,776 | $2.57M | 0.03% | −232−0.6% | Reduced |
| Walleye Trading LLC | 40,797 | $2.57M | 0.05% | +40,351+9,047.3% | Added |
| ClariVest Asset Management LLC | 40,894 | $2.58M | 0.26% | −350−0.8% | Reduced |
| Sargent Investment Group, LLC | 41,014 | $2.59M | 0.53% | −3,175−7.2% | Reduced |
| Banque Cantonale Vaudoise | 41,147 | $2.60M | 0.10% | −22,265−35.1% | Reduced |
| Bensler, LLC | 41,167 | $2.60M | 0.35% | −209−0.5% | Reduced |
| Colony Group, LLC | 41,308 | $2.61M | 0.01% | +7,693+22.9% | Added |
| Whittier Trust Co of Nevada Inc | 41,477 | $2.62M | 0.07% | −757−1.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 41,517 | $2.62M | 0.00% | −35,658−46.2% | Reduced |
| Crossmark Global Holdings, Inc. | 41,733 | $2.63M | 0.05% | −23,840−36.4% | Reduced |
| CIBC World Markets Inc. | 41,821 | $2.64M | 0.01% | +11,472+37.8% | Added |
| Mandatum Life Insurance Co Ltd | 41,975 | $2.65M | 0.89% | −1,450−3.3% | Reduced |
| FORA Capital, LLC | 42,274 | $2.67M | 0.33% | +42,274 | New |
| New Mexico Educational Retirement Board | 42,317 | $2.67M | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 42,513 | $2.68M | 0.03% | −16,173−27.6% | Reduced |
| Beacon Pointe Advisors, LLC | 42,718 | $2.69M | 0.03% | −5,250−10.9% | Reduced |
| Cacti Asset Management LLC | 43,490 | $2.75M | 0.22% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 45,172 | $2.85M | 0.13% | −10.0% | Reduced |
| Simplicity Wealth,LLC | 45,191 | $2.85M | 0.06% | −3,781−7.7% | Reduced |
| Bleakley Financial Group, LLC | 45,427 | $2.87M | 0.08% | −3,642−7.4% | Reduced |
| Essex Financial Services, Inc. | 44,833 | $2.89M | 0.21% | +5,086+12.8% | Added |
| Ieq Capital, LLC | 45,872 | $2.89M | 0.04% | +2,981+7.0% | Added |
| Olstein Capital Management, L.P. | 46,000 | $2.90M | 0.52% | −27,000−37.0% | Reduced |
| L & S Advisors Inc | 46,018 | $2.90M | 0.33% | +46,018 | New |
| Wesbanco Bank Inc | 46,031 | $2.90M | 0.11% | +36+0.1% | Added |
| North Star Investment Management Corp. | 46,200 | $2.91M | 0.21% | −100−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 46,588 | $2.94M | 0.25% | −40−0.1% | Reduced |
| Argent Trust Co | 46,744 | $2.95M | 0.13% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 47,159 | $2.97M | 0.22% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 47,244 | $2.98M | 0.09% | −162−0.3% | Reduced |
| Louisiana State Employees Retirement System | 47,400 | $2.99M | 0.06% | −1,200−2.5% | Reduced |
| Brasada Capital Management, LP | 45,369 | $3.01M | 0.53% | +1,493+3.4% | Added |
| UniSuper Management Pty Ltd | 48,005 | $3.03M | 0.03% | +21,415+80.5% | Added |
| Securian Asset Management, Inc | 48,182 | $3.04M | 0.09% | −1,027−2.1% | Reduced |
| Heritage Investors Management Corp | 48,440 | $3.06M | 0.11% | −1,342−2.7% | Reduced |
| Empowered Funds, LLC | 49,105 | $3.10M | 0.05% | +3,345+7.3% | Added |
| Silvercrest Asset Management Group LLC | 49,500 | $3.12M | 0.02% | +1,708+3.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 49,701 | $3.14M | 2.60% | −12,024−19.5% | Reduced |
| Paloma Partners Management Co | 49,728 | $3.14M | 0.27% | +49,728 | New |
| Kidder Stephen W | 49,785 | $3.14M | 0.98% | +24,210+94.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 51,260 | $3.23M | 0.00% | −2,556−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 51,706 | $3.26M | 0.01% | −66,056−56.1% | Reduced |
| Westport Asset Management Inc | 52,400 | $3.31M | 1.65% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 52,456 | $3.31M | 0.05% | −85,114−61.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 52,551 | $3.31M | 0.03% | +10,020+23.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.34M | 0.08% | −4,910−8.5% | Reduced |
| Hartford Investment Management Co | 53,686 | $3.39M | 0.12% | −254−0.5% | Reduced |
| Huntington National Bank | 54,289 | $3.42M | 0.03% | −2,478−4.4% | Reduced |
| Brown Brothers Harriman & Co | 54,727 | $3.45M | 0.03% | −2,400−4.2% | Reduced |
| Evercore Wealth Management, LLC | 54,815 | $3.46M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 56,034 | $3.47M | 0.06% | +33,927+153.5% | Added |
| Thrivent Financial for Lutherans | 55,593 | $3.51M | 0.01% | +20,031+56.3% | Added |
| Delta Capital Management LLC | 55,915 | $3.53M | 2.13% | −70−0.1% | Reduced |
| JB Capital LLC | 56,228 | $3.55M | 0.22% | −2,464−4.2% | Reduced |
| FIL Ltd | 56,552 | $3.57M | 0.00% | +3,854+7.3% | Added |
| Brookfield Asset Management Inc. | 56,727 | $3.58M | 0.02% | −3,683−6.1% | Reduced |
| LSV Asset Management | 56,800 | $3.58M | 0.01% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 57,033 | $3.60M | 1.51% | −3,724−6.1% | Reduced |
| Cohen Klingenstein LLC | 57,282 | $3.61M | 0.13% | 00.0% | Unchanged |
| AMG National Trust Bank | 57,682 | $3.64M | 0.10% | +4,057+7.6% | Added |
| Broderick Brian C | 58,158 | $3.67M | 0.75% | +37,760+185.1% | Added |
| Concentric Capital Strategies, LP | 58,339 | $3.68M | 0.23% | +58,339 | New |