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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 250 | $15.8K | 0.01% | +250 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 250 | $15.8K | 0.01% | +250 | New |
| Morton Brown Family Wealth, LLC | 247 | $16.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 273 | $17.2K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 275 | $17.3K | 0.01% | +275 | New |
| FSC Wealth Advisors, LLC | 288 | $18.2K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $18.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $18.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 305 | $19.2K | 0.00% | +90+41.9% | Added |
| Raleigh Capital Management Inc. | 312 | $19.7K | 0.01% | −190−37.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 308 | $19.9K | 0.01% | +108+54.0% | Added |
| SJS Investment Consulting Inc. | 315 | $19.9K | 0.00% | −31−9.0% | Reduced |
| GW&K Investment Management, LLC | 315 | $20.0K | 0.00% | +39+14.1% | Added |
| Natixis | 320 | $20.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 327 | $20.2K | 0.01% | −316−49.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $21.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 346 | $21.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 347 | $21.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 348 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 350 | $22.1K | 0.00% | −225−39.1% | Reduced |
| Tortoise Investment Management, LLC | 350 | $22.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 352 | $22.2K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 360 | $22.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 369 | $23.3K | 0.01% | −182−33.0% | Reduced |
| MCF Advisors LLC | 385 | $24.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $25.2K | 0.02% | +400 | New |
| Arlington Trust Co LLC | 400 | $25.2K | 0.01% | +400 | New |
| Moisand Fitzgerald Tamayo, LLC | 403 | $25.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 411 | $26.0K | 0.00% | +10+2.5% | Added |
| Intelligent Financial Strategies | 423 | $26.8K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 430 | $27.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 448 | $28.3K | 0.00% | +5+1.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 460 | $29.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $29.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 465 | $29.3K | 0.00% | +405+675.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 484 | $30.0K | 0.01% | +39+8.8% | Added |
| Red Tortoise LLC | 481 | $30.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $30.7K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $31.5K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 515 | $32.0K | 0.02% | +100+24.1% | Added |
| Versant Capital Management, Inc | 508 | $32.0K | 0.01% | +132+35.1% | Added |
| Sound Income Strategies, LLC | 510 | $32.2K | 0.00% | −12−2.3% | Reduced |
| EdgeRock Capital LLC | 512 | $32.3K | 0.03% | +512 | New |
| Frazier Financial Advisors, LLC | 512 | $32.3K | 0.03% | +115+29.0% | Added |
| Glen Eagle Advisors, LLC | 526 | $33.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 533 | $33.6K | 0.01% | +1+0.2% | Added |
| Archer Investment Corp | 534 | $33.7K | 0.01% | +43+8.8% | Added |
| Valley National Advisers Inc | 556 | $35.0K | 0.01% | −24−4.1% | Reduced |
| Hantz Financial Services, Inc. | 552 | $35.0K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 580 | $36.6K | 0.01% | +580 | New |
| Register Financial Advisors LLC | 582 | $36.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 587 | $37.0K | 0.03% | −9−1.5% | Reduced |
| West Branch Capital LLC | 590 | $37.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 592 | $37.3K | 0.01% | −152−20.4% | Reduced |
| United Community Bank | 600 | $37.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 608 | $38.4K | 0.01% | −50−7.6% | Reduced |
| American Capital Advisory, LLC | 674 | $38.7K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 616 | $38.9K | 0.01% | +16+2.7% | Added |
| Tompkins Financial Corp | 619 | $39.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 627 | $39.5K | 0.03% | +2+0.3% | Added |
| SOA Wealth Advisors, LLC. | 636 | $40.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $40.9K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 651 | $41.0K | 0.03% | +651 | New |
| CGC Financial Services, LLC | 685 | $43.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $44.2K | 0.00% | −600−46.2% | Reduced |
| Exchange Traded Concepts, LLC | 700 | $44.2K | 0.00% | −198−22.0% | Reduced |
| Bray Capital Advisors | 700 | $44.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 700 | $44.2K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 721 | $45.5K | 0.01% | +9+1.3% | Added |
| Pathway Financial Advisers, LLC | 729 | $46.0K | 0.02% | +3+0.4% | Added |
| Ramirez Asset Management, Inc. | 730 | $46.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 741 | $46.7K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 742 | $46.8K | 0.00% | +517+229.8% | Added |
| Orion Capital Management LLC | 750 | $47.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 750 | $47.3K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 776 | $48.0K | 0.01% | +626+417.3% | Added |
| Newbridge Financial Services Group, Inc. | 765 | $48.3K | 0.02% | +2+0.3% | Added |
| Westpac Banking Corp | 777 | $49.0K | 0.00% | −7,037−90.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 778 | $49.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 787 | $49.6K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Motco | 798 | $50.3K | 0.00% | −34−4.1% | Reduced |
| Centennial Bank | 799 | $50.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $50.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 802 | $50.6K | 0.01% | −550−40.7% | Reduced |
| Cornerstone Planning Group LLC | 797 | $50.6K | 0.01% | +9+1.1% | Added |
| Armstrong Advisory Group, Inc | 803 | $50.7K | 0.00% | −93−10.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 805 | $50.8K | 0.01% | +805 | New |
| 1620 Investment Advisors, Inc. | 824 | $52.0K | 0.04% | +824 | New |
| CarsonAllaria Wealth Management, Ltd. | 834 | $52.6K | 0.03% | +1+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 890 | $56.1K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 903 | $57.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 903 | $57.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $57.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 916 | $57.8K | 0.01% | +56+6.5% | Added |
| Sugarloaf Wealth Management, LLC | 938 | $59.2K | 0.01% | −325−25.7% | Reduced |
| Cape Investment Advisory, Inc. | 1,000 | $63.1K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,000 | $63.1K | 0.02% | +1,000 | New |