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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 6,652 | $419.6K | 0.02% | −296−4.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,640 | $420.1K | 0.03% | −458−6.5% | Reduced |
| Argent Capital Management LLC | 6,660 | $420.1K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,690 | $422.0K | 0.03% | −11−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,691 | $422.1K | 0.01% | −585−8.0% | Reduced |
| Athena Investment Management | 6,714 | $423.5K | 0.26% | −4−0.1% | Reduced |
| Fortune Financial Advisors, LLC | 6,733 | $424.7K | 0.26% | +73+1.1% | Added |
| Farther Finance Advisors, LLC | 6,904 | $427.3K | 0.02% | +1,843+36.4% | Added |
| Farmers National Bank | 6,790 | $428.3K | 0.13% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6,831 | $430.9K | 0.08% | −10−0.1% | Reduced |
| Proficio Capital Partners LLC | 6,848 | $432.0K | 0.05% | +158+2.4% | Added |
| Principal Securities, Inc. | 6,859 | $432.7K | 0.01% | −658−8.8% | Reduced |
| Enterprise Financial Services Corp | 6,898 | $435.1K | 0.27% | −154−2.2% | Reduced |
| Centaurus Financial, Inc. | 6,915 | $436.0K | 0.03% | +6,915 | New |
| TFG Advisers LLC | 6,944 | $438.0K | 0.17% | −556−7.4% | Reduced |
| Rothschild Investment LLC | 6,949 | $438.3K | 0.03% | +712+11.4% | Added |
| Ransom Advisory, Ltd | 6,954 | $438.7K | 0.22% | −125−1.8% | Reduced |
| Manning & Napier Advisors LLC | 7,000 | $441.6K | 0.00% | +7,000 | New |
| Spire Wealth Management | 7,001 | $441.6K | 0.02% | +703+11.2% | Added |
| Rodgers Brothers Inc. | 7,007 | $442.0K | 0.06% | +20.0% | Added |
| Alera Investment Advisors, LLC | 7,063 | $445.5K | 0.05% | +7,063 | New |
| Dynamic Advisor Solutions LLC | 7,119 | $449.1K | 0.01% | −541−7.1% | Reduced |
| South State Corp. | 7,128 | $449.6K | 0.03% | −51−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 7,137 | $450.2K | 0.04% | −1,010−12.4% | Reduced |
| Azimuth Capital Investment Management LLC | 7,150 | $451.0K | 0.02% | −100−1.4% | Reduced |
| Marco Investment Management LLC | 7,156 | $451.4K | 0.04% | +75+1.1% | Added |
| Leonteq Securities AG | 7,186 | $453.3K | 0.06% | +2,515+53.8% | Added |
| AlphaCore Capital LLC | 7,203 | $454.4K | 0.11% | −38−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,229 | $456.0K | 0.07% | +125+1.8% | Added |
| Spirepoint Private Client, LLC | 7,306 | $460.9K | 0.07% | +894+13.9% | Added |
| AlTi Global, Inc. | 7,304 | $462.1K | 0.01% | −442−5.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,330 | $462.4K | 0.03% | −1,977−21.2% | Reduced |
| Fruth Investment Management | 7,381 | $465.0K | 0.13% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,411 | $467.5K | 0.07% | +49+0.7% | Added |
| Piscataqua Savings Bank | 7,437 | $469.1K | 0.42% | −16−0.2% | Reduced |
| MJP Associates Inc | 7,459 | $470.5K | 0.10% | +413+5.9% | Added |
| Farmers Trust Co | 7,472 | $471.3K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,514 | $474.0K | 0.07% | −129−1.7% | Reduced |
| Independent Advisor Alliance | 7,519 | $474.3K | 0.02% | +1,682+28.8% | Added |
| Financial Counselors Inc | 7,540 | $475.6K | 0.01% | −656−8.0% | Reduced |
| HCR Wealth Advisors | 7,552 | $476.4K | 0.07% | +2,076+37.9% | Added |
| Chemung Canal Trust Co | 7,590 | $478.8K | 0.09% | −325−4.1% | Reduced |
| Peoples Financial Services Corp. | 7,600 | $479.4K | 0.22% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,616 | $480.4K | 0.08% | +114+1.5% | Added |
| First Western Trust Bank | 7,642 | $482.1K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 7,662 | $483.3K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,707 | $486.2K | 0.04% | −100−1.3% | Reduced |
| Washington Trust Co | 7,712 | $486.5K | 0.02% | −78−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,019 | $490.5K | 0.00% | +1,282+22.3% | Added |
| Two Sigma Securities, LLC | 7,776 | $490.5K | 0.02% | +3,652+88.6% | Added |
| Old National Bancorp | 7,793 | $491.6K | 0.01% | +1,029+15.2% | Added |
| Triangle Securities Wealth Management | 7,793 | $491.6K | 0.14% | −7−0.1% | Reduced |
| Keynote Financial Services LLC | 7,815 | $493.0K | 0.41% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,816 | $493.0K | 0.05% | −217−2.7% | Reduced |
| Waldron Private Wealth LLC | 7,823 | $493.5K | 0.02% | −232−2.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,858 | $495.7K | 0.02% | +1,011+14.8% | Added |
| Invesco, LLC | 7,901 | $498.4K | 0.21% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,961 | $502.2K | 0.02% | −80−1.0% | Reduced |
| Bokf, NA | 8,006 | $505.0K | 0.01% | −9,378−53.9% | Reduced |
| Rockland Trust Co | 8,008 | $505.1K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 8,036 | $506.9K | 0.01% | +3,134+63.9% | Added |
| Resources Management Corp | 8,133 | $513.0K | 0.07% | −95−1.2% | Reduced |
| Angeles Investment Advisors, LLC | 8,127 | $514.1K | 0.03% | −341−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 8,202 | $517.4K | 0.05% | +128+1.6% | Added |
| Pointe Capital Management LLC | 8,223 | $518.7K | 0.32% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 8,265 | $521.6K | 0.07% | +348+4.4% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $522.6K | 0.15% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8,309 | $524.1K | 0.41% | −206−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,314 | $524.5K | 0.05% | +3,100+59.5% | Added |
| CFO4Life Group, LLC | 8,395 | $529.6K | 0.10% | −718−7.9% | Reduced |
| First Horizon Advisors, Inc. | 8,412 | $530.6K | 0.02% | +633+8.1% | Added |
| Sound View Wealth Advisors Group, LLC | 8,449 | $533.0K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,482 | $535.0K | 0.01% | +1,981+30.5% | Added |
| Country Club Bank | 8,462 | $535.1K | 0.04% | −407−4.6% | Reduced |
| Riverwater Partners LLC | 8,509 | $536.7K | 0.40% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,577 | $541.0K | 0.04% | +439+5.4% | Added |
| Drexel Morgan & Co. | 8,578 | $541.1K | 0.12% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $542.5K | 0.17% | 00.0% | Unchanged |
| David Loasby | 8,582 | $545.8K | 0.05% | +98+1.2% | Added |
| Brevan Howard Capital Management LP | 8,662 | $546.4K | 0.04% | +8,662 | New |
| Coldstream Capital Management Inc | 8,693 | $548.4K | 0.01% | +626+7.8% | Added |
| Dorsey & Whitney Trust CO LLC | 8,697 | $548.6K | 0.04% | −1,052−10.8% | Reduced |
| TD Private Client Wealth LLC | 8,707 | $549.2K | 0.02% | +275+3.3% | Added |
| Cigna Investments Inc | 8,719 | $550.0K | 0.10% | −71−0.8% | Reduced |
| 1st Source Bank | 8,768 | $553.1K | 0.03% | +10+0.1% | Added |
| Catalytic Wealth RIA, LLC | 8,796 | $554.9K | 0.11% | −628−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,818 | $556.2K | 0.02% | −219−2.4% | Reduced |
| HBK Sorce Advisory LLC | 8,843 | $558.0K | 0.02% | −1,169−11.7% | Reduced |
| Tucker Asset Management LLC | 8,847 | $558.1K | 0.12% | +174+2.0% | Added |
| Bard Financial Services, Inc. | 8,860 | $558.9K | 0.06% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 8,871 | $559.6K | 0.40% | −600−6.3% | Reduced |
| Penserra Capital Management LLC | 8,886 | $560.0K | 0.01% | −122−1.4% | Reduced |
| Private Trust Co NA | 8,918 | $562.5K | 0.06% | −792−8.2% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $569.2K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,026 | $569.3K | 0.01% | +2,115+30.6% | Added |
| Boston Financial Mangement LLC | 9,058 | $571.4K | 0.02% | −231−2.5% | Reduced |
| Monterey Private Wealth, Inc. | 9,060 | $571.5K | 0.21% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 9,121 | $575.4K | 0.05% | +221+2.5% | Added |
| Bryn Mawr Trust Co | 9,123 | $575.5K | 0.02% | −2,858−23.9% | Reduced |
| Sky Investment Group LLC | 9,132 | $576.0K | 0.11% | 00.0% | Unchanged |