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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 58,481 | $3.69M | 0.05% | −935−1.6% | Reduced |
| MBB Public Markets I LLC | 58,665 | $3.70M | 0.08% | +58,665 | New |
| LRI Investments, LLC | 58,736 | $3.71M | 0.42% | +1,327+2.3% | Added |
| Toroso Investments, LLC | 58,743 | $3.71M | 0.05% | −15,873−21.3% | Reduced |
| Storebrand Asset Management AS | 59,073 | $3.73M | 0.01% | +4,729+8.7% | Added |
| Tower View Investment Management & Research LLC | 59,406 | $3.75M | 2.15% | +128+0.2% | Added |
| Twin Tree Management, LP | 59,451 | $3.75M | 0.11% | +59,451 | New |
| UBS Oconnor LLC | 61,600 | $3.89M | 0.11% | +61,600 | New |
| QRG Capital Management, Inc. | 61,760 | $3.90M | 0.05% | +3,469+6.0% | Added |
| Canandaigua National Bank & Trust Co | 62,259 | $3.93M | 0.43% | −130−0.2% | Reduced |
| Nordea Investment Management AB | 61,638 | $3.95M | 0.00% | −761,316−92.5% | Reduced |
| Kentucky Retirement Systems | 63,144 | $3.98M | 0.12% | −305−0.5% | Reduced |
| CWM, LLC | 63,333 | $4.00M | 0.02% | −617−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 63,564 | $4.01M | 0.18% | +45,295+247.9% | Added |
| NBT Bank N A | 63,687 | $4.02M | 0.29% | +7,176+12.7% | Added |
| Cohen Capital Management, Inc. | 63,834 | $4.03M | 0.69% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 64,608 | $4.08M | 0.09% | +64,608 | New |
| Mirae Asset Global Investments Co., Ltd. | 64,486 | $4.08M | 0.02% | −85,445−57.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 64,675 | $4.08M | 0.07% | −469,891−87.9% | Reduced |
| Maryland State Retirement & Pension System | 64,833 | $4.09M | 0.08% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 64,976 | $4.10M | 0.09% | −593−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,400 | $4.13M | 0.23% | −4,038−5.8% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $4.17M | 0.09% | 00.0% | Unchanged |
| Dearborn Partners LLC | 66,274 | $4.18M | 0.18% | −558,450−89.4% | Reduced |
| Puzo Michael J | 66,683 | $4.21M | 1.17% | +34,540+107.5% | Added |
| Teachers Retirement System of the State of Kentucky | 66,688 | $4.21M | 0.04% | −1,830−2.7% | Reduced |
| Patten Group, Inc. | 67,076 | $4.23M | 1.00% | +217+0.3% | Added |
| Sanctuary Advisors, LLC | 70,142 | $4.24M | 0.03% | +70,142 | New |
| Gulf International Bank (UK) Ltd | 68,676 | $4.33M | 0.11% | −325−0.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 68,684 | $4.33M | 0.71% | 00.0% | Unchanged |
| GTS Securities LLC | 69,257 | $4.37M | 0.09% | +69,257 | New |
| Elo Mutual Pension Insurance Co | 69,405 | $4.38M | 0.10% | −4,414−6.0% | Reduced |
| Snowden Capital Advisors LLC | 70,838 | $4.48M | 0.13% | +411+0.6% | Added |
| Pacer Advisors, Inc. | 71,961 | $4.54M | 0.01% | +12,698+21.4% | Added |
| Oregon Public Employees Retirement Fund | 71,998 | $4.54M | 0.09% | +610+0.9% | Added |
| Tower Research Capital LLC (TRC) | 72,578 | $4.58M | 0.08% | +45,556+168.6% | Added |
| Parsons Capital Management Inc | 73,779 | $4.65M | 0.32% | −532−0.7% | Reduced |
| Family Capital Trust Co | 74,302 | $4.69M | 1.53% | −1,712−2.3% | Reduced |
| Crescent Grove Advisors, LLC | 74,771 | $4.73M | 0.52% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 75,282 | $4.75M | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 75,896 | $4.79M | 0.10% | −1,621−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 75,968 | $4.79M | 0.02% | −18,379−19.5% | Reduced |
| Stephens Inc | 76,008 | $4.79M | 0.07% | −833−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 76,546 | $4.83M | 0.03% | −765−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 76,711 | $4.84M | 0.20% | +4,071+5.6% | Added |
| Douglass Winthrop Advisors, LLC | 76,970 | $4.86M | 0.10% | +20,982+37.5% | Added |
| Rafferty Asset Management, LLC | 77,013 | $4.86M | 0.02% | +7,536+10.8% | Added |
| Gilman Hill Asset Management, LLC | 78,127 | $4.93M | 0.89% | +911+1.2% | Added |
| Private Advisor Group, LLC | 78,184 | $4.93M | 0.03% | +1,267+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 79,471 | $5.02M | 0.05% | +8,400+11.8% | Added |
| Point72 (DIFC) Ltd | 79,649 | $5.02M | 0.45% | +79,649 | New |
| PGGM Investments | 79,724 | $5.03M | 0.07% | −36,795−31.6% | Reduced |
| Legacy CG, LLC | 79,890 | $5.04M | 1.72% | +11,241+16.4% | Added |
| Souders Financial Advisors | 80,590 | $5.08M | 0.77% | +1,521+1.9% | Added |
| Pegasus Asset Management, Inc. | 80,673 | $5.09M | 1.95% | +608+0.8% | Added |
| Polar Capital Holdings Plc | 81,000 | $5.11M | 0.03% | +9,000+12.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,032 | $5.17M | 0.06% | +1,641+2.0% | Added |
| Wealthfront Advisers LLC | 82,280 | $5.19M | 0.02% | −583−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 82,554 | $5.21M | 0.04% | +18,289+28.5% | Added |
| Fayez Sarofim & Co | 82,632 | $5.21M | 0.01% | −17,585−17.5% | Reduced |
| Welch Group, LLC | 84,512 | $5.33M | 0.26% | +5,154+6.5% | Added |
| Regions Financial Corp | 84,675 | $5.34M | 0.04% | −7,626−8.3% | Reduced |
| Cresset Asset Management, LLC | 84,653 | $5.35M | 0.02% | +25,100+42.1% | Added |
| Northwest Investment Counselors, LLC | 85,473 | $5.39M | 1.35% | −2,727−3.1% | Reduced |
| JustInvest LLC | 86,604 | $5.44M | 0.10% | +8,475+10.8% | Added |
| Fiduciary Trust Co | 86,782 | $5.47M | 0.08% | −2,596−2.9% | Reduced |
| Bank of Nova Scotia | 87,396 | $5.51M | 0.01% | −5,012−5.4% | Reduced |
| Mercer Global Advisors Inc | 89,024 | $5.62M | 0.02% | +7,015+8.6% | Added |
| AdvisorNet Financial, Inc | 89,325 | $5.63M | 0.51% | +76+0.1% | Added |
| Daiwa Securities Group Inc. | 89,408 | $5.64M | 0.03% | +8,592+10.6% | Added |
| HM Payson & Co | 90,035 | $5.68M | 0.10% | −1,000−1.1% | Reduced |
| Davenport & Co LLC | 90,094 | $5.68M | 0.04% | +2,602+3.0% | Added |
| Intech Investment Management LLC | 90,906 | $5.73M | 0.07% | −35,342−28.0% | Reduced |
| Cumberland Partners Ltd | 91,060 | $5.74M | 0.42% | −13,080−12.6% | Reduced |
| Hilton Capital Management, LLC | 92,550 | $5.84M | 0.49% | +3,310+3.7% | Added |
| Kestra Advisory Services, LLC | 93,273 | $5.88M | 0.03% | +9,855+11.8% | Added |
| Simplex Trading, LLC | 93,923 | $5.92M | 0.19% | +55,012+141.4% | Added |
| IFP Advisors, Inc | 94,120 | $5.94M | 0.24% | +18,240+24.0% | Added |
| American Century Companies Inc | 94,266 | $5.95M | 0.00% | +34,487+57.7% | Added |
| Captrust Financial Advisors | 95,148 | $6.00M | 0.02% | +278+0.3% | Added |
| Somerville Kurt F | 95,445 | $6.02M | 1.01% | +45,865+92.5% | Added |
| Clifford Swan Investment Counsel LLC | 96,068 | $6.06M | 0.23% | −894−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 96,139 | $6.06M | 0.01% | +96,139 | New |
| Wesleyan Assurance Society | 96,200 | $6.07M | 0.53% | 00.0% | Unchanged |
| Fifth Third Bancorp | 96,523 | $6.09M | 0.02% | −10,727−10.0% | Reduced |
| Ethic Inc. | 97,057 | $6.12M | 0.14% | −2,040−2.1% | Reduced |
| Nissay Asset Management Corp | 97,530 | $6.15M | 0.04% | +2,313+2.4% | Added |
| Baker Ellis Asset Management LLC | 98,457 | $6.21M | 0.94% | +119+0.1% | Added |
| Cerity Partners LLC | 98,456 | $6.21M | 0.02% | −7,585−7.2% | Reduced |
| CapWealth Advisors, LLC | 99,226 | $6.26M | 0.79% | +239+0.2% | Added |
| Hall Laurie J Trustee | 99,740 | $6.29M | 2.19% | +275+0.3% | Added |
| Jade Capital Advisors, LLC | 100,000 | $6.31M | 4.46% | +85,000+566.7% | Added |
| Tufton Capital Management | 100,770 | $6.36M | 1.24% | −670−0.7% | Reduced |
| Shelton Capital Management | 101,165 | $6.38M | 0.17% | +96,000+1,858.7% | Added |
| Abn Amro Investment Solutions | 102,146 | $6.44M | 0.12% | −6,156−5.7% | Reduced |
| Riverview Capital Advisers, LLC | 103,235 | $6.51M | 2.19% | +116+0.1% | Added |
| Bahl & Gaynor Inc | 103,628 | $6.54M | 0.04% | +265+0.3% | Added |
| Letson Investment Management, Inc. | 103,803 | $6.55M | 2.90% | +1,249+1.2% | Added |
| USS Investment Management Ltd | 104,448 | $6.59M | 0.05% | +40,466+63.2% | Added |
| Mutual of America Capital Management LLC | 105,715 | $6.67M | 0.07% | −3,860−3.5% | Reduced |