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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.

Institutional holdersQ2 2024: 1,453 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2024: $47.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2024.

Institutions holding CARR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sittner & Nelson, LLC3,037$191.6K0.09%+2,800+1,181.4%Added
Caldwell Sutter Capital, Inc.3,042$191.9K0.09%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC3,083$194.5K0.06%00.0%Unchanged
Firsthand Capital Management, Inc.5,000$196.4K0.44%+4,000+400.0%Added
Godshalk Welsh Capital Management, Inc.3,175$200.3K0.13%+3,175New
Strategic Blueprint, LLC3,191$201.3K0.01%+3,191New
Baker Avenue Asset Management, LP3,198$201.7K0.01%+3,198New
First Financial Bankshares Inc3,200$201.9K0.00%+3,200New
Focus Financial Network, Inc.2,993$202.2K0.01%+2,993New
Cullen Investment Group, Ltd.3,206$202.3K0.03%+3,206New
Whalerock Point Partners, LLC3,214$202.7K0.05%+3,214New
Summit Global Investments3,226$203.0K0.01%+3,226New
Keebeck Wealth Management, LLC3,210$203.1K0.03%+3,210New
Gateway Wealth Partners, LLC3,220$203.1K0.06%+3,220New
St. James Investment Company, LLC3,225$203.4K0.04%+3,225New
L2 Asset Management, LLC3,231$203.8K0.06%+3,231New
Cooper Financial Group3,239$204.3K0.03%+3,239New
Matthew Goff Investment Advisor, LLC3,240$204.3K0.04%+3,240New
Strategic Advisors LLC3,241$204.4K0.04%−242−6.9%Reduced
Gallagher Fiduciary Advisors, LLC3,243$204.5K0.05%+3,243New
Charter Oak Capital Management, LLC3,250$205.0K0.02%+3,250New
Associated Banc-Corp3,251$205.1K0.01%+3,251New
Ritholtz Wealth Management3,265$205.9K0.01%+3,265New
Greenwich Wealth Management LLC3,262$206.0K0.02%+3,262New
Addison Advisors LLC3,266$206.0K0.07%+8+0.2%Added
Quent Capital, LLC3,267$206.1K0.02%+144+4.6%Added
One Charles Private Wealth Services, LLC3,274$206.5K0.09%+3,274New
Allstate Corp3,280$206.9K0.02%+3,280New
Norman Fields, Gottscho Capital Management, LLC3,265$208.0K0.07%+3,265New
FRG Family Wealth Advisors LLC3,249$208.4K0.04%00.0%Unchanged
Joel Isaacson & Co., LLC3,306$208.5K0.01%+3,306New
Edgemoor Investment Advisors, Inc.3,308$208.7K0.02%+3,308New
Smithfield Trust Co3,325$209.0K0.01%−484−12.7%Reduced
Quadrant Private Wealth Management, LLC3,307$209.2K0.05%+3,307New
Everpar Advisors LLC3,317$209.2K0.10%+3,317New
Cascade Financial Partners, LLC3,325$209.7K0.03%+3,325New
PBMares Wealth Management LLC3,375$212.9K0.05%+3,375New
Catalyst Financial Partners LLC3,387$213.7K0.05%+3,387New
Davidson Trust Co3,388$213.7K0.15%−1,126−24.9%Reduced
Wynn Capital, LLC3,388$213.7K0.16%+3,388New
Strengthening Families & Communities, LLC3,396$214.0K0.06%+1,020+42.9%Added
Ameritas Advisory Services, LLC3,398$214.3K0.01%−124−3.5%Reduced
Baxter Bros Inc3,398$214.4K0.03%+3,398New
Ignite Planners, LLC3,392$214.5K0.05%+3,392New
Heritage Investment Group, Inc.3,427$216.0K0.04%+3,427New
Hennion & Walsh Asset Management, Inc.3,434$216.6K0.01%−46−1.3%Reduced
Moss Adams Wealth Advisors LLC3,430$217.0K0.03%+3,430New
Signature Wealth Management Partners, LLC3,450$217.6K0.17%00.0%Unchanged
Schechter Investment Advisors, LLC3,450$217.6K0.02%+3,450New
Sandy Spring Bank3,461$218.3K0.01%−274−7.3%Reduced
First Trust Investment Solutions L.P.3,462$218.4K0.03%+3,462New
Worth Financial Advisory Group, LLC3,466$218.6K0.14%+3,466New
Wiley Bros.-Aintree Capital, LLC3,477$219.4K0.01%+3,477New
Global Retirement Partners, LLC3,486$219.9K0.01%−678−16.3%Reduced
Ewa, LLC3,257$222.4K0.09%+61+1.9%Added
Godsey & Gibb Associates3,541$223.4K0.02%+3,541New
Trust Point Inc.3,562$224.7K0.02%−505−12.4%Reduced
Texas Yale Capital Corp.3,568$225.1K0.01%00.0%Unchanged
Parkside Financial Bank & Trust3,588$226.3K0.04%+100+2.9%Added
Moody Lynn & Lieberson, LLC3,598$227.0K0.01%00.0%Unchanged
Legacy Advisors, LLC3,598$227.0K0.03%+3,598New
Howe & Rusling Inc3,602$227.2K0.02%+3,602New
Northstar Asset Management LLC3,632$229.1K0.06%−175−4.6%Reduced
Equitable Trust Co3,632$229.1K0.02%00.0%Unchanged
Mayflower Financial Advisors, LLC3,647$230.1K0.04%−177−4.6%Reduced
Sentry Investment Management LLC3,656$231.0K0.10%−749−17.0%Reduced
Chicago Trust Co NA3,670$231.5K0.05%00.0%Unchanged
Kornitzer Capital Management Inc3,671$231.6K0.00%00.0%Unchanged
Brandywine Oak Private Wealth LLC3,674$231.8K0.02%00.0%Unchanged
Acropolis Investment Management, LLC3,675$231.8K0.01%+147+4.2%Added
Adalta Capital Management LLC3,684$233.1K0.13%+3,684New
MONECO Advisors, LLC3,707$233.8K0.03%+199+5.7%Added
Cape Cod Five Cents Savings Bank3,707$233.8K0.02%−609−14.1%Reduced
Parcion Private Wealth LLC3,712$234.2K0.02%+12+0.3%Added
Grove Bank & Trust3,716$234.4K0.04%00.0%Unchanged
Sage Mountain Advisors LLC3,717$234.5K0.02%+3,717New
Farmers & Merchants Trust Co of Chambersburg PA3,720$235.0K0.09%+253+7.3%Added
Prairie Wealth Advisors, Inc.3,726$235.7K0.12%−32−0.9%Reduced
TFC Financial Management3,738$235.8K0.04%−4−0.1%Reduced
CPA Asset Management LLC3,740$235.9K0.13%00.0%Unchanged
Leibman Financial Services, Inc.3,752$236.7K0.18%00.0%Unchanged
Atlantic Union Bankshares Corp3,758$237.1K0.01%−59−1.5%Reduced
Aries Wealth Management3,760$237.2K0.07%00.0%Unchanged
Formidable Asset Management, LLC3,773$238.0K0.04%−82−2.1%Reduced
Todd Asset Management LLC3,785$238.8K0.00%00.0%Unchanged
Wescott Financial Advisory Group, LLC3,791$239.1K0.03%−1,112−22.7%Reduced
Northeast Financial Consultants Inc3,801$239.8K0.01%00.0%Unchanged
Madison Wealth Partners, Inc3,813$240.5K0.08%+106+2.9%Added
Valmark Advisers, Inc.3,839$242.2K0.00%+3,839New
Carolinas Wealth Consulting LLC3,843$242.4K0.05%+2,251+141.4%Added
Breed's Hill Capital LLC3,844$242.5K0.21%00.0%Unchanged
Schonfeld Strategic Advisors LLC3,846$242.6K0.00%+3,846New
Angeles Wealth Management, LLC3,859$243.4K0.02%+21+0.5%Added
Mairs & Power Inc3,867$243.9K0.00%−208−5.1%Reduced
Broadwater Capital Management LLC3,894$245.6K0.19%00.0%Unchanged
Marathon Capital Management3,923$247.5K0.06%+156+4.1%Added
First Bank & Trust3,947$249.0K0.05%+207+5.5%Added
Hazlett, Burt & Watson, Inc.3,958$249.0K0.13%+1,687+74.3%Added
D'Orazio & Associates, Inc.3,972$250.6K0.04%−72−1.8%Reduced
Independence Bank of Kentucky3,981$251.1K0.07%+2,800+237.1%Added