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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 9,150 | $577.2K | 0.12% | +9,150 | New |
| Venturi Wealth Management, LLC | 9,199 | $580.3K | 0.03% | +9,036+5,543.6% | Added |
| Courier Capital LLC | 9,221 | $581.6K | 0.05% | −350−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 9,287 | $586.2K | 0.02% | −89−0.9% | Reduced |
| Little House Capital LLC | 9,358 | $590.3K | 0.18% | +407+4.5% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $598.5K | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,500 | $599.3K | 0.03% | +20.0% | Added |
| Advisor OS, LLC | 9,524 | $600.8K | 0.07% | +252+2.7% | Added |
| Fiduciary Group LLC | 9,573 | $603.9K | 0.06% | +10+0.1% | Added |
| WBI Investments | 9,582 | $604.4K | 0.15% | −20,841−68.5% | Reduced |
| Prospera Financial Services Inc | 9,588 | $605.3K | 0.02% | +470+5.2% | Added |
| Boyd Watterson Asset Management LLC | 9,603 | $605.7K | 0.17% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 9,712 | $612.6K | 0.09% | −470−4.6% | Reduced |
| TownSquare Capital, LLC | 9,729 | $613.7K | 0.01% | −11,043−53.2% | Reduced |
| Legacy Capital Group California, Inc. | 9,784 | $617.2K | 0.22% | −61−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 9,829 | $621.9K | 0.05% | +118+1.2% | Added |
| Carret Asset Management, LLC | 9,878 | $623.1K | 0.07% | +10.0% | Added |
| First City Capital Management, Inc. | 9,887 | $623.7K | 0.35% | −650−6.2% | Reduced |
| Forte Capital LLC | 9,926 | $626.2K | 0.08% | −1,275−11.4% | Reduced |
| Verdence Capital Advisors LLC | 9,955 | $628.0K | 0.06% | −501−4.8% | Reduced |
| Graypoint LLC | 9,985 | $629.9K | 0.04% | +504+5.3% | Added |
| Hartline Investment Corp | 9,989 | $630.1K | 0.08% | +9,989 | New |
| Canal Insurance CO | 10,000 | $631.0K | 0.17% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $631.0K | 0.17% | 00.0% | Unchanged |
| Webster Bank, N. A. | 10,014 | $631.7K | 0.07% | −2,250−18.3% | Reduced |
| Trust Co of Virginia | 10,048 | $633.8K | 0.06% | −235−2.3% | Reduced |
| Provenance Wealth Advisors, LLC | 10,053 | $634.1K | 0.09% | −35−0.3% | Reduced |
| Moody National Bank Trust Division | 10,087 | $636.3K | 0.05% | +639+6.8% | Added |
| Plato Investment Management Ltd | 10,183 | $642.3K | 0.06% | −16,198−61.4% | Reduced |
| Boston Trust Walden Corp | 10,187 | $642.6K | 0.00% | −300−2.9% | Reduced |
| International Assets Investment Management, LLC | 10,197 | $643.2K | 0.06% | −112−1.1% | Reduced |
| Bull Street Advisors, LLC | 10,202 | $644.0K | 0.31% | −145−1.4% | Reduced |
| Beck Capital Management, LLC | 10,211 | $644.1K | 0.18% | +50.0% | Added |
| Warren Averett Asset Management, LLC | 10,272 | $648.0K | 0.01% | +4,876+90.4% | Added |
| Fifth Third Wealth Advisors LLC | 10,304 | $650.0K | 0.05% | +10,304 | New |
| Aull & Monroe Investment Management Corp | 10,309 | $650.3K | 0.32% | −125−1.2% | Reduced |
| Silver Oak Securities, Inc | 10,313 | $650.5K | 0.10% | −126−1.2% | Reduced |
| Fractal Investments LLC | 10,316 | $650.7K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 10,400 | $656.0K | 0.09% | −100−1.0% | Reduced |
| Groupama Asset Managment | 20,846 | $658.9K | 0.01% | +10,423+100.0% | Added |
| Allworth Financial LP | 9,956 | $659.5K | 0.00% | +1,123+12.7% | Added |
| First Citizens Bank & Trust Co | 10,483 | $661.3K | 0.01% | +138+1.3% | Added |
| Mather Group, LLC. | 11,417 | $663.7K | 0.01% | +4,130+56.7% | Added |
| Investment Advisory Services Inc | 10,527 | $664.0K | 0.24% | −441−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,544 | $665.1K | 0.02% | +6,972+195.2% | Added |
| Laurel Wealth Advisors LLC | 10,587 | $667.8K | 0.12% | −80−0.7% | Reduced |
| Clarus Wealth Advisors | 10,534 | $670.0K | 0.36% | −344−3.2% | Reduced |
| Compass Wealth Management LLC | 10,651 | $671.9K | 0.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,731 | $676.9K | 0.06% | +36+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $677.0K | 0.07% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,750 | $678.1K | 0.07% | 00.0% | Unchanged |
| Shayne & Co., LLC | 10,779 | $679.9K | 0.19% | 00.0% | Unchanged |
| Busey Wealth Management | 10,973 | $692.2K | 0.02% | +420+4.0% | Added |
| Simmons Bank | 10,980 | $692.6K | 0.05% | +95+0.9% | Added |
| Dover Advisors, LLC | 11,012 | $694.6K | 0.43% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,012 | $694.6K | 0.10% | +5,531+100.9% | Added |
| Grimes & Company, Inc. | 11,094 | $699.8K | 0.02% | −71−0.6% | Reduced |
| Eagle Asset Management Inc | 11,328 | $701.2K | 0.00% | +1,659+17.2% | Added |
| Ledyard National Bank | 11,129 | $702.0K | 0.07% | +8+0.1% | Added |
| GAMMA Investing LLC | 11,212 | $707.3K | 0.10% | +1,270+12.8% | Added |
| Burns J W & Co Inc | 11,232 | $708.5K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,314 | $713.7K | 0.27% | −86−0.8% | Reduced |
| Vise Technologies, Inc. | 11,363 | $716.8K | 0.13% | −365−3.1% | Reduced |
| Core Wealth Partners LLC | 11,471 | $723.6K | 0.49% | −997−8.0% | Reduced |
| Avestar Capital, LLC | 11,514 | $726.3K | 0.08% | +529+4.8% | Added |
| Aigen Investment Management, LP | 11,574 | $730.1K | 0.14% | +6,401+123.7% | Added |
| TCW Group Inc | 11,762 | $741.9K | 0.01% | +219+1.9% | Added |
| Freestone Capital Holdings, LLC | 11,795 | $744.0K | 0.03% | +242+2.1% | Added |
| Vista Investment Partners LLC | 11,798 | $744.2K | 0.25% | +11,798 | New |
| Lindbrook Capital, LLC | 11,810 | $745.0K | 0.07% | +236+2.0% | Added |
| Foster & Motley Inc | 11,837 | $747.0K | 0.05% | −784−6.2% | Reduced |
| nVerses Capital, LLC | 11,900 | $750.7K | 0.45% | +8,700+271.9% | Added |
| Columbia Asset Management | 11,901 | $751.0K | 0.14% | −102−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 11,938 | $753.0K | 0.15% | +78+0.7% | Added |
| Cidel Asset Management Inc | 11,947 | $753.6K | 0.06% | +2,277+23.5% | Added |
| Moneta Group Investment Advisors LLC | 11,992 | $756.5K | 0.01% | +1,183+10.9% | Added |
| Arkadios Wealth Advisors | 12,040 | $759.5K | 0.05% | +1,498+14.2% | Added |
| Handelsbanken Fonder AB | 12,065 | $761.0K | 0.00% | −529,185−97.8% | Reduced |
| Valeo Financial Advisors, LLC | 12,065 | $761.1K | 0.02% | −444−3.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 12,080 | $762.0K | 0.02% | −5,132−29.8% | Reduced |
| Geller Advisors LLC | 12,063 | $763.2K | 0.06% | −60.0% | Reduced |
| Soltis Investment Advisors LLC | 12,115 | $764.2K | 0.08% | +303+2.6% | Added |
| Nomura Holdings Inc | 12,124 | $764.8K | 0.00% | −47,815−79.8% | Reduced |
| Roundview Capital LLC | 12,156 | $766.8K | 0.06% | +12,156 | New |
| Ingalls & Snyder LLC | 12,165 | $767.0K | 0.03% | −95−0.8% | Reduced |
| Quadrant Capital Group LLC | 12,169 | $767.7K | 0.06% | −146−1.2% | Reduced |
| Sigma Planning Corp | 12,180 | $768.4K | 0.02% | −6,514−34.8% | Reduced |
| Ci Investments Inc. | 12,296 | $776.0K | 0.00% | −302−2.4% | Reduced |
| Meridian Management Co | 12,317 | $777.0K | 0.21% | −40−0.3% | Reduced |
| Scotia Capital Inc. | 12,333 | $778.0K | 0.00% | −1,097−8.2% | Reduced |
| Everett Harris & Co | 12,538 | $790.9K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 12,567 | $792.7K | 0.04% | +4,185+49.9% | Added |
| Intellectus Partners, LLC | 12,540 | $793.4K | 0.22% | +12+0.1% | Added |
| Means Investment Co., Inc. | 12,584 | $793.8K | 0.09% | −237−1.8% | Reduced |
| Tower Bridge Advisors | 12,614 | $795.7K | 0.09% | −175−1.4% | Reduced |
| Werlinich Asset Management, LLC | 12,598 | $796.6K | 0.50% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 12,652 | $798.1K | 0.03% | +414+3.4% | Added |
| Bragg Financial Advisors, Inc | 12,697 | $800.9K | 0.04% | +120+1.0% | Added |
| Sender Co & Partners, Inc. | 12,732 | $803.1K | 0.92% | +12,732 | New |
| Auto-Owners Insurance Co | 12,787 | $806.6K | 0.02% | 00.0% | Unchanged |