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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 5,273 | $332.6K | 0.01% | −506−8.8% | Reduced |
| Affinity Investment Advisors, LLC | 5,274 | $332.7K | 0.25% | +1,830+53.1% | Added |
| Wilson & Boucher Capital Management, LLC | 5,282 | $333.2K | 0.26% | +5,282 | New |
| TradeLink Capital LLC | 5,300 | $334.0K | 0.96% | +5,300 | New |
| Ironwood Investment Counsel, LLC | 5,307 | $334.8K | 0.06% | +1,563+41.7% | Added |
| Buckingham Strategic Partners | 5,318 | $335.5K | 0.01% | +1,107+26.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $335.6K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,333 | $336.4K | 0.03% | +225+4.4% | Added |
| Northwest Bancshares, Inc. | 5,334 | $336.5K | 0.06% | −15−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 5,341 | $336.9K | 0.12% | −39−0.7% | Reduced |
| Symmetry Partners, LLC | 5,345 | $337.0K | 0.02% | −2,017−27.4% | Reduced |
| Heritage Trust Co | 5,358 | $338.0K | 0.04% | −84−1.5% | Reduced |
| LMCG Investments, LLC | 5,363 | $338.3K | 0.02% | −7−0.1% | Reduced |
| TCG Advisory Services, LLC | 5,367 | $338.5K | 0.02% | +546+11.3% | Added |
| Central Pacific Bank - Trust Division | 5,370 | $338.7K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,375 | $339.1K | 0.03% | −35−0.6% | Reduced |
| IFG Advisory, LLC | 5,377 | $339.2K | 0.02% | +5,377 | New |
| EverSource Wealth Advisors, LLC | 4,990 | $339.9K | 0.02% | +533+12.0% | Added |
| Anchor Investment Management, LLC | 5,390 | $340.0K | 0.03% | −65−1.2% | Reduced |
| Pittenger & Anderson Inc | 5,390 | $340.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,390 | $340.0K | 0.04% | +1,005+22.9% | Added |
| Malaga Cove Capital, LLC | 5,399 | $340.6K | 0.14% | −7−0.1% | Reduced |
| Philadelphia Trust Co | 5,402 | $341.0K | 0.03% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,406 | $341.0K | 0.02% | +135+2.6% | Added |
| Evergreen Capital Management LLC | 5,398 | $341.5K | 0.01% | +73+1.4% | Added |
| Meridian Investment Counsel Inc. | 5,417 | $341.7K | 0.11% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,424 | $342.1K | 0.02% | +85+1.6% | Added |
| Asset Dedication, LLC | 5,428 | $342.4K | 0.02% | −1,584−22.6% | Reduced |
| Atlantic Trust, LLC | 5,499 | $346.9K | 0.09% | +205+3.9% | Added |
| BSW Wealth Partners | 5,502 | $347.0K | 0.06% | +30+0.5% | Added |
| Hilltop Holdings Inc. | 5,513 | $347.8K | 0.04% | −125−2.2% | Reduced |
| New Hampshire Trust | 5,519 | $348.1K | 0.08% | −100−1.8% | Reduced |
| Horan Securities, Inc. | 5,522 | $348.3K | 0.15% | +5,522 | New |
| Sapient Capital LLC | 5,533 | $350.1K | 0.01% | −109−1.9% | Reduced |
| Douglas Lane & Associates, LLC | 5,555 | $350.4K | 0.00% | −190−3.3% | Reduced |
| Ancora Advisors, LLC | 5,572 | $351.5K | 0.01% | +10.0% | Added |
| Washington Trust Advisors, Inc. | 5,579 | $351.9K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,579 | $352.0K | 0.07% | −24,651−81.5% | Reduced |
| Advisors Capital Management, LLC | 5,581 | $352.0K | 0.01% | +883+18.8% | Added |
| Howland Capital Management LLC | 5,582 | $353.2K | 0.02% | −14−0.3% | Reduced |
| Tyche Wealth Partners LLC | 5,608 | $353.8K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,616 | $354.3K | 0.01% | −516−8.4% | Reduced |
| 9258 Wealth Management, LLC | 5,673 | $357.9K | 0.06% | +10.0% | Added |
| Brighton Jones LLC | 5,790 | $365.2K | 0.01% | +544+10.4% | Added |
| Garden State Investment Advisory Services LLC | 5,789 | $366.1K | 0.13% | −133−2.2% | Reduced |
| Mutual Advisors, LLC | 5,428 | $367.0K | 0.01% | +37+0.7% | Added |
| Bailard, Inc. | 5,824 | $367.3K | 0.01% | −550−8.6% | Reduced |
| Founders Financial Securities LLC | 5,834 | $368.0K | 0.03% | +279+5.0% | Added |
| Freedom Day Solutions, LLC | 5,835 | $368.0K | 0.12% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,840 | $368.4K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,486 | $370.7K | 0.01% | −197−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,886 | $371.3K | 0.01% | +106+1.8% | Added |
| Lighthouse Investment Partners, LLC | 5,892 | $371.7K | 0.02% | +5,892 | New |
| Meridian Wealth Management, LLC | 5,893 | $371.7K | 0.04% | +5,893 | New |
| Covenant Asset Management, LLC | 5,900 | $372.2K | 0.08% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,902 | $372.3K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 6,028 | $375.5K | 0.02% | −642−9.6% | Reduced |
| KRS Capital Management, LLC | 5,973 | $376.8K | 0.28% | +104+1.8% | Added |
| Precision Wealth Strategies, LLC | 5,985 | $377.5K | 0.39% | −232−3.7% | Reduced |
| Systematic Financial Management LP | 6,000 | $378.5K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $378.5K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $378.5K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 6,023 | $379.9K | 0.02% | −301−4.8% | Reduced |
| S.A. Mason LLC | 6,031 | $380.5K | 0.22% | +10.0% | Added |
| Court Place Advisors, LLC | 6,032 | $380.5K | 0.12% | +48+0.8% | Added |
| Chicago Partners Investment Group LLC | 5,651 | $381.1K | 0.01% | −157−2.7% | Reduced |
| Heritage Wealth Management, Inc. | 6,034 | $381.6K | 0.13% | +6,034 | New |
| Woodmont Investment Counsel LLC | 6,052 | $381.8K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,110 | $386.3K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 6,145 | $387.6K | 0.26% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,148 | $387.8K | 0.24% | −61−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 6,166 | $389.0K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,175 | $389.5K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,195 | $391.0K | 0.04% | 00.0% | Unchanged |
| Numerai GP LLC | 6,234 | $393.2K | 0.14% | −4,777−43.4% | Reduced |
| FSM Wealth Advisors, LLC | 6,237 | $393.4K | 0.13% | −54−0.9% | Reduced |
| Tiemann Investment Advisors, LLC | 6,296 | $397.2K | 0.18% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,311 | $398.1K | 0.02% | −30−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,311 | $398.1K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,316 | $398.4K | 0.01% | −68−1.1% | Reduced |
| MEMBERS Trust Co | 6,332 | $399.4K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,343 | $400.1K | 0.00% | −167−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,349 | $400.5K | 0.03% | +152+2.5% | Added |
| Stock Yards Bank & Trust Co | 6,353 | $400.7K | 0.01% | −3,589−36.1% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $401.1K | 0.06% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 6,414 | $404.6K | 0.30% | −2,851−30.8% | Reduced |
| St Germain D J Co Inc | 6,428 | $405.5K | 0.02% | −209−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,461 | $407.5K | 0.00% | +306+5.0% | Added |
| Essex Savings Bank | 6,464 | $407.7K | 0.11% | +871+15.6% | Added |
| Transcend Wealth Collective, LLC | 6,468 | $408.0K | 0.03% | +2,982+85.5% | Added |
| Harbour Investments, Inc. | 6,489 | $409.3K | 0.01% | −1,138−14.9% | Reduced |
| TCTC Holdings, LLC | 6,500 | $410.0K | 0.01% | −16−0.2% | Reduced |
| Colonial Trust Advisors | 6,522 | $411.4K | 0.04% | −16−0.2% | Reduced |
| Keel Point, LLC | 6,318 | $413.7K | 0.04% | +2,035+47.5% | Added |
| General Partner, Inc. | 6,583 | $415.3K | 0.27% | +63+1.0% | Added |
| McDonald Partners LLC | 6,604 | $416.6K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 6,613 | $417.1K | 0.04% | −154−2.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,613 | $417.1K | 0.37% | +4+0.1% | Added |
| Founders Financial Alliance, LLC | 6,643 | $419.0K | 0.12% | +26+0.4% | Added |
| Wellington Shields Capital Management, LLC | 6,650 | $419.5K | 0.08% | 00.0% | Unchanged |