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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 1,013 | $63.9K | 0.05% | +1,013 | New |
| Missouri Trust & Investment Co | 1,023 | $64.5K | 0.02% | −300−22.7% | Reduced |
| Birchbrook, Inc. | 1,025 | $64.7K | 0.04% | −100−8.9% | Reduced |
| Field & Main Bank | 1,085 | $68.4K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,115 | $70.3K | 0.02% | −22−1.9% | Reduced |
| Larson Financial Group LLC | 1,119 | $70.6K | 0.00% | +401+55.8% | Added |
| Union Savings Bank | 1,124 | $70.9K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,126 | $71.0K | 0.02% | +1,126 | New |
| Beacon Capital Management, LLC | 1,155 | $72.9K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,184 | $73.3K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 1,177 | $74.2K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,185 | $74.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,215 | $76.6K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,249 | $78.8K | 0.01% | +1,249 | New |
| Acima Private Wealth, LLC | 1,300 | $82.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,324 | $83.5K | 0.01% | −58−4.2% | Reduced |
| Planning Capital Management Corp | 1,340 | $84.5K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,342 | $84.7K | 0.01% | −35−2.5% | Reduced |
| First Community Trust NA | 1,350 | $85.2K | 0.07% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,398 | $86.5K | 0.06% | −58−4.0% | Reduced |
| Baldwin Brothers Inc | 1,395 | $88.0K | 0.01% | −500−26.4% | Reduced |
| M&R Capital Management Inc | 1,405 | $88.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,420 | $89.0K | 0.01% | +100+7.6% | Added |
| Oakmont Corp | 1,413 | $89.1K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $90.3K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,433 | $90.7K | 0.03% | +68+5.0% | Added |
| Chilton Capital Management LLC | 1,451 | $91.5K | 0.00% | −3−0.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,465 | $92.4K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,465 | $92.4K | 0.03% | +1,465 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,465 | $92.6K | 0.01% | −500−25.4% | Reduced |
| Indiana Trust & Investment Management CO | 1,475 | $93.0K | 0.03% | +595+67.6% | Added |
| POM Investment Strategies, LLC | 1,479 | $93.3K | 0.07% | +54+3.8% | Added |
| Pacifica Partners Inc. | 1,533 | $97.3K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,542 | $97.3K | 0.04% | −227−12.8% | Reduced |
| Zions Bancorporation, N.A. | 1,553 | $98.0K | 0.01% | −264−14.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $100.9K | 0.00% | −375−19.0% | Reduced |
| CoreCap Advisors, LLC | 1,631 | $102.9K | 0.01% | −40−2.4% | Reduced |
| City State Bank | 1,642 | $103.6K | 0.04% | −566−25.6% | Reduced |
| First United Bank Trust | 1,665 | $105.0K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,689 | $106.5K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 1,697 | $107.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,697 | $107.1K | 0.06% | +1,094+181.4% | Added |
| First Foundation Advisors | 1,708 | $107.7K | 0.00% | −667−28.1% | Reduced |
| 1832 Asset Management L.P. | 1,743 | $109.9K | 0.00% | +20+1.2% | Added |
| Oakworth Capital, Inc. | 1,753 | $110.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,800 | $113.5K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $115.2K | 0.00% | −351−16.1% | Reduced |
| Creative Capital Management Investments LLC | 1,895 | $119.5K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,902 | $120.0K | 0.01% | +1,268+200.0% | Added |
| CKW Financial Group | 1,952 | $121.0K | 0.02% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,926 | $121.8K | 0.02% | +807+72.1% | Added |
| Evermay Wealth Management LLC | 1,945 | $122.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,952 | $123.1K | 0.03% | +71+3.8% | Added |
| Clean Yield Group | 1,962 | $123.8K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,967 | $124.0K | 0.01% | +3+0.2% | Added |
| Wellington Shields & Co., LLC | 2,000 | $126.2K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,000 | $126.2K | 0.07% | +2,000 | New |
| Eagle Bay Advisors LLC | 1,996 | $126.3K | 0.08% | −292−12.8% | Reduced |
| Gen-Wealth Partners Inc | 2,050 | $129.3K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,075 | $130.9K | 0.03% | −200−8.8% | Reduced |
| Ulland Investment Advisors, LLC | 2,084 | $131.0K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,078 | $131.1K | 0.03% | +3+0.1% | Added |
| Blue Chip Partners, Inc. | 2,094 | $132.1K | 0.01% | +6+0.3% | Added |
| Richardson Capital Management LLC | 2,104 | $132.7K | 0.10% | +6+0.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,207 | $139.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $141.3K | 0.02% | +2,240 | New |
| Gables Capital Management Inc. | 2,250 | $141.9K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,453 | $142.6K | 0.00% | +1,232+100.9% | Added |
| FNY Investment Advisers, LLC | 2,268 | $143.0K | 0.10% | +2,268 | New |
| Capital Advisors, Ltd. LLC | 2,281 | $144.0K | 0.02% | +8+0.4% | Added |
| MV Capital Management, Inc. | 2,296 | $144.8K | 0.02% | +19+0.8% | Added |
| American National Bank | 2,326 | $146.7K | 0.02% | +236+11.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,341 | $147.7K | 0.01% | −3,316−58.6% | Reduced |
| Bangor Savings Bank | 2,371 | $149.6K | 0.01% | +146+6.6% | Added |
| Covestor Ltd | 2,373 | $150.0K | 0.10% | +164+7.4% | Added |
| Key Financial Inc | 2,401 | $151.5K | 0.04% | +1,209+101.4% | Added |
| Citizens National Bank Trust Department | 2,405 | $151.7K | 0.03% | −200−7.7% | Reduced |
| Hanson & Doremus Investment Management | 2,422 | $153.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,450 | $154.5K | 0.03% | +754+44.5% | Added |
| Beach Investment Counsel Inc | 2,478 | $156.0K | 0.02% | +2,478 | New |
| Crewe Advisors LLC | 2,495 | $157.4K | 0.02% | −9−0.4% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $159.2K | 0.05% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,528 | $159.5K | 0.12% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,528 | $159.5K | 0.08% | +2,528 | New |
| Cromwell Holdings LLC | 2,581 | $163.3K | 0.10% | +2,581 | New |
| FinTrust Capital Advisors, LLC | 2,597 | $163.8K | 0.03% | −100−3.7% | Reduced |
| Alta Advisers Ltd | 2,600 | $164.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,600 | $164.0K | 0.05% | +2,600 | New |
| JFS Wealth Advisors, LLC | 2,643 | $166.7K | 0.01% | −274−9.4% | Reduced |
| Mendota Financial Group, LLC | 2,644 | $166.8K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,683 | $169.2K | 0.01% | +2,683 | New |
| Logan Capital Management Inc | 2,704 | $170.6K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,710 | $170.9K | 0.18% | −100−3.6% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $172.1K | 0.02% | +2,700+9,642.9% | Added |
| Geneos Wealth Management Inc. | 2,744 | $173.1K | 0.01% | +50+1.9% | Added |
| AllSquare Wealth Management LLC | 2,863 | $180.6K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,876 | $181.4K | 0.08% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,920 | $184.2K | 0.05% | −1,479−33.6% | Reduced |
| Bank of New Hampshire | 2,962 | $186.8K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,016 | $190.2K | 0.02% | +96+3.3% | Added |