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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 3,989 | $251.6K | 0.04% | +220+5.8% | Added |
| Aaron Wealth Advisors | 3,998 | $252.2K | 0.04% | +3,998 | New |
| Adviser Investments LLC | 4,002 | $252.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,002 | $252.4K | 0.02% | +112+2.9% | Added |
| InTrack Investment Management Inc | 4,005 | $252.6K | 0.18% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,024 | $253.0K | 0.02% | +4+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $253.1K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $253.1K | 0.06% | 00.0% | Unchanged |
| Transform Wealth, LLC | 4,002 | $253.2K | 0.02% | −14−0.3% | Reduced |
| First Financial Corp | 4,059 | $256.0K | 0.13% | −125−3.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,060 | $256.1K | 0.01% | −144−3.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,104 | $258.9K | 0.02% | +4,104 | New |
| KG&L Capital Management,LLC | 4,186 | $258.9K | 0.09% | −100−2.3% | Reduced |
| Fulton Bank, N.A. | 4,117 | $259.7K | 0.01% | −743−15.3% | Reduced |
| Equitable Holdings, Inc. | 4,135 | $260.8K | 0.00% | +187+4.7% | Added |
| Radnor Capital Management, LLC | 4,192 | $264.0K | 0.08% | +670+19.0% | Added |
| Sovereign Financial Group, Inc. | 4,187 | $264.1K | 0.07% | −37−0.9% | Reduced |
| Hall Capital Management Co Inc | 4,200 | $264.9K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,202 | $265.1K | 0.01% | +1,078+34.5% | Added |
| Pavion Blue Capital, LLC | 4,219 | $266.1K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,221 | $266.3K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 4,226 | $266.6K | 0.12% | −175−4.0% | Reduced |
| US Financial Advisors, LLC | 4,228 | $266.7K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,242 | $267.0K | 0.02% | +4,242 | New |
| Northwest Financial Advisors | 4,261 | $268.8K | 0.27% | +12+0.3% | Added |
| Townsend & Associates, Inc | 4,037 | $269.6K | 0.03% | +28+0.7% | Added |
| Pure Financial Advisors, Inc. | 4,292 | $270.7K | 0.01% | +64+1.5% | Added |
| Federated Hermes, Inc. | 4,294 | $270.9K | 0.00% | −143−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 4,300 | $271.2K | 0.18% | −100−2.3% | Reduced |
| Wealthspire Advisors, LLC | 4,312 | $272.0K | 0.00% | −4,346−50.2% | Reduced |
| Wilkins Investment Counsel Inc | 4,327 | $272.9K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,328 | $273.0K | 0.02% | −72−1.6% | Reduced |
| Catalina Capital Group, LLC | 4,333 | $273.3K | 0.10% | −8−0.2% | Reduced |
| Sheets Smith Wealth Management | 4,343 | $273.9K | 0.03% | +10.0% | Added |
| Grandfield & Dodd, LLC | 4,356 | $274.8K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,363 | $275.2K | 0.16% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,416 | $278.6K | 0.19% | +102+2.4% | Added |
| Proequities, Inc. | 4,435 | $280.6K | 0.02% | +7+0.2% | Added |
| Osborne Partners Capital Management, LLC | 4,453 | $280.9K | 0.02% | −351−7.3% | Reduced |
| Childress Capital Advisors, LLC | 4,457 | $281.1K | 0.08% | −3−0.1% | Reduced |
| Adirondack Trust Co | 4,478 | $282.5K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,493 | $283.4K | 0.01% | −568−11.2% | Reduced |
| Great Diamond Partners, LLC | 4,499 | $283.8K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 4,500 | $284.0K | 0.08% | +500+12.5% | Added |
| Aveo Capital Partners, LLC | 4,507 | $284.3K | 0.03% | −255−5.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,582 | $285.4K | 0.02% | −391−7.9% | Reduced |
| MSH Capital Advisors LLC | 4,550 | $287.0K | 0.10% | −222−4.7% | Reduced |
| Optimum Investment Advisors | 4,550 | $287.0K | 0.13% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,550 | $287.0K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,572 | $288.4K | 0.02% | +858+23.1% | Added |
| Hancock Whitney Corp | 4,583 | $289.1K | 0.01% | −10−0.2% | Reduced |
| IHT Wealth Management, LLC | 4,586 | $289.3K | 0.01% | +946+26.0% | Added |
| Crawford Investment Counsel Inc | 4,587 | $289.3K | 0.01% | −10−0.2% | Reduced |
| DF Dent & Co Inc | 4,625 | $291.8K | 0.00% | −450−8.9% | Reduced |
| Tennessee Valley Asset Management Partners | 4,630 | $292.0K | 0.05% | +12+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 4,643 | $292.9K | 0.05% | −488−9.5% | Reduced |
| Sentry LLC | 4,660 | $294.0K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,680 | $295.2K | 0.08% | −14−0.3% | Reduced |
| Gratus Capital LLC | 4,694 | $296.1K | 0.01% | +270+6.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,699 | $296.4K | 0.05% | +10+0.2% | Added |
| Colonial Trust Co | 4,732 | $298.5K | 0.05% | −429−8.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,749 | $299.6K | 0.03% | −1,450−23.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,796 | $302.5K | 0.02% | −885−15.6% | Reduced |
| Thomasville National Bank | 4,805 | $303.1K | 0.02% | −150−3.0% | Reduced |
| Advisors Asset Management, Inc. | 4,816 | $303.8K | 0.01% | +4,816 | New |
| GSB Wealth Management, LLC | 4,823 | $304.2K | 0.08% | +3+0.1% | Added |
| Journey Advisory Group, LLC | 4,840 | $305.3K | 0.04% | −600−11.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,863 | $306.8K | 0.12% | +996+25.8% | Added |
| Stratos Wealth Advisors, LLC | 4,870 | $307.2K | 0.02% | −537−9.9% | Reduced |
| West Oak Capital, LLC | 4,875 | $307.5K | 0.12% | −400−7.6% | Reduced |
| Capital City Trust Co | 4,896 | $308.8K | 0.08% | −274−5.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,949 | $312.2K | 0.16% | −3−0.1% | Reduced |
| Winton Group Ltd | 4,980 | $314.1K | 0.02% | +4,980 | New |
| Ostrum Asset Management | 4,988 | $314.6K | 0.03% | −388−7.2% | Reduced |
| Northeast Investment Management | 4,990 | $314.8K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,000 | $315.4K | 0.13% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $315.4K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,001 | $315.4K | 0.02% | +46+0.9% | Added |
| Financial Perspectives, Inc | 5,001 | $315.5K | 0.12% | +395+8.6% | Added |
| Holistic Financial Partners | 5,021 | $316.7K | 0.16% | +13+0.3% | Added |
| Congress Wealth Management LLC | 5,025 | $317.0K | 0.01% | +624+14.2% | Added |
| Procyon Private Wealth Partners, LLC | 5,033 | $317.5K | 0.02% | +11+0.2% | Added |
| Leavell Investment Management, Inc. | 5,032 | $318.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,055 | $318.9K | 0.02% | −297−5.5% | Reduced |
| Ted Buchan & Co | 5,070 | $319.8K | 0.17% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 5,072 | $319.9K | 0.11% | +247+5.1% | Added |
| AMJ Financial Wealth Management | 5,127 | $323.4K | 0.10% | +5,127 | New |
| Integrated Advisors Network LLC | 5,134 | $323.9K | 0.02% | −38−0.7% | Reduced |
| Endowment Wealth Management, Inc. | 5,167 | $325.9K | 0.24% | +20.0% | Added |
| Peddock Capital Advisors, LLC | 5,169 | $326.1K | 0.08% | −337−6.1% | Reduced |
| World Equity Group, Inc. | 5,171 | $326.2K | 0.10% | +501+10.7% | Added |
| Flagship Harbor Advisors, LLC | 5,175 | $326.4K | 0.02% | −123−2.3% | Reduced |
| Interchange Capital Partners, LLC | 5,229 | $329.8K | 0.12% | +5,229 | New |
| New England Capital Financial Advisors LLC | 5,229 | $329.8K | 0.18% | +9+0.2% | Added |
| Wellington Management Group LLP | 5,230 | $329.9K | 0.00% | −2,937−36.0% | Reduced |
| Conning Inc. | 5,234 | $330.2K | 0.01% | +470+9.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,244 | $331.1K | 0.02% | +3+0.1% | Added |
| Founders Capital Management, LLC | 5,250 | $331.2K | 0.06% | +175+3.4% | Added |
| Cambridge Advisors Inc. | 5,251 | $331.2K | 0.08% | −50−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 5,306 | $331.7K | 0.01% | −541−9.3% | Reduced |