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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 12,800 | $807.4K | 0.11% | +12,800 | New |
| Two Sigma Advisers, LP | 12,800 | $807.4K | 0.00% | −75,200−85.5% | Reduced |
| Symphony Financial, Ltd. Co. | 12,969 | $809.6K | 0.15% | +12,969 | New |
| Chicago Capital, LLC | 12,905 | $814.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,918 | $814.9K | 0.00% | −288,808−95.7% | Reduced |
| Umb Bank N A | 12,944 | $816.5K | 0.01% | +119+0.9% | Added |
| Harbor Advisors LLC | 13,000 | $820.0K | 0.15% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 13,001 | $820.1K | 0.06% | +40.0% | Added |
| Benedict Financial Advisors Inc | 13,036 | $822.3K | 0.21% | +61+0.5% | Added |
| N.E.W. Advisory Services LLC | 13,081 | $825.2K | 0.09% | +105+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 13,085 | $825.9K | 0.02% | −799−5.8% | Reduced |
| Sequoia Financial Advisors, LLC | 13,097 | $826.2K | 0.01% | +650+5.2% | Added |
| Maxi Investments CY Ltd | 13,318 | $840.0K | 0.19% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 13,210 | $841.7K | 0.01% | +610+4.8% | Added |
| Waterford Advisors, LLC | 13,381 | $844.1K | 0.35% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,468 | $849.6K | 0.66% | +50+0.4% | Added |
| Bank of Hawaii | 13,476 | $850.1K | 0.04% | +1,767+15.1% | Added |
| Amussen Hunsaker Associates LLC | 13,701 | $853.9K | 0.14% | −20−0.1% | Reduced |
| Profund Advisors LLC | 13,541 | $854.2K | 0.03% | −148−1.1% | Reduced |
| 1858 Wealth Management, LLC | 13,543 | $854.3K | 0.71% | −213−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,617 | $859.0K | 0.20% | −95−0.7% | Reduced |
| Rossmore Private Capital | 13,626 | $859.5K | 0.11% | −150−1.1% | Reduced |
| Prudential PLC | 13,699 | $864.1K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13,702 | $864.3K | 0.06% | +13,677+54,708.0% | Added |
| Boston Private Wealth LLC | 13,744 | $867.0K | 0.02% | −1,443−9.5% | Reduced |
| Diversified Trust Co | 13,906 | $877.2K | 0.02% | +3,137+29.1% | Added |
| Excalibur Management Corp | 13,966 | $881.0K | 0.36% | +22+0.2% | Added |
| Estabrook Capital Management | 13,972 | $881.4K | 0.14% | −275−1.9% | Reduced |
| Choate Investment Advisors | 13,976 | $881.6K | 0.02% | −72−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 14,034 | $885.3K | 0.02% | −583−4.0% | Reduced |
| Wedbush Securities Inc | 14,082 | $888.0K | 0.03% | −1,786−11.3% | Reduced |
| Trust Co of Toledo NA | 14,129 | $891.3K | 0.13% | −10−0.1% | Reduced |
| City Holding Co | 14,208 | $896.2K | 0.13% | −180−1.3% | Reduced |
| Groesbeck Investment Management Corp | 14,286 | $901.0K | 1.25% | +2,987+26.4% | Added |
| Acadian Asset Management LLC | 14,332 | $903.0K | 0.00% | +14,332 | New |
| Advisory Services Network, LLC | 14,359 | $905.7K | 0.02% | +816+6.0% | Added |
| J.W. Cole Advisors, Inc. | 14,376 | $906.8K | 0.04% | −356−2.4% | Reduced |
| Ar Asset Management Inc | 14,400 | $908.0K | 0.22% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 14,395 | $908.0K | 0.04% | −321−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,448 | $911.4K | 0.01% | +298+2.1% | Added |
| National Asset Management, Inc. | 14,405 | $911.4K | 0.02% | −26,024−64.4% | Reduced |
| Quotient Wealth Partners, LLC | 14,483 | $913.6K | 0.03% | +146+1.0% | Added |
| ELCO Management Co., LLC | 14,551 | $917.9K | 0.53% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,589 | $920.3K | 0.01% | +3,344+29.7% | Added |
| Ballentine Partners, LLC | 14,681 | $926.1K | 0.02% | +1,157+8.6% | Added |
| Flputnam Investment Management Co | 14,686 | $926.4K | 0.02% | −1,205−7.6% | Reduced |
| Knowledge Leaders Capital, LLC | 14,705 | $927.6K | 2.20% | −759−4.9% | Reduced |
| Horizon Investments, LLC | 14,712 | $928.0K | 0.03% | +124+0.9% | Added |
| Charter Trust Co | 14,719 | $928.5K | 0.06% | +315+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 14,723 | $928.7K | 0.04% | −1,066−6.8% | Reduced |
| Sawgrass Asset Management LLC | 14,812 | $934.3K | 0.10% | +38+0.3% | Added |
| Panagora Asset Management Inc | 14,943 | $942.6K | 0.00% | −4,992−25.0% | Reduced |
| Citizens Financial Group Inc | 15,007 | $946.6K | 0.02% | +3,791+33.8% | Added |
| ICW Investment Advisors LLC | 15,033 | $948.3K | 0.43% | −245−1.6% | Reduced |
| Montag A & Associates Inc | 14,991 | $948.5K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,049 | $949.3K | 0.02% | +1,183+8.5% | Added |
| BNP Paribas | 15,101 | $952.5K | 0.05% | −9,554−38.8% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $955.7K | 0.67% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 15,173 | $957.1K | 0.16% | −756−4.7% | Reduced |
| Caldwell Trust Co | 15,204 | $959.1K | 0.11% | −180−1.2% | Reduced |
| Vestcor Inc | 15,267 | $963.0K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 15,307 | $965.6K | 0.52% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 15,341 | $968.0K | 0.62% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 15,346 | $968.0K | 0.17% | −2,000−11.5% | Reduced |
| Laurion Capital Management LP | 15,361 | $969.0K | 0.03% | +15,361 | New |
| Crestwood Advisors Group LLC | 15,436 | $973.7K | 0.02% | −3,263−17.5% | Reduced |
| Teacher Retirement System of Texas | 15,751 | $994.0K | 0.01% | −4,810−23.4% | Reduced |
| Baldwin Investment Management, LLC | 15,765 | $994.5K | 0.14% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 15,835 | $998.9K | 0.19% | +15,835 | New |
| NorthRock Partners, LLC | 15,910 | $1.01M | 0.04% | +376+2.4% | Added |
| Vident Advisory, LLC | 16,323 | $1.03M | 0.03% | +5,673+53.3% | Added |
| Massachusetts Wealth Management | 16,375 | $1.03M | 0.69% | +4,875+42.4% | Added |
| Robeco Institutional Asset Management B.V. | 16,620 | $1.05M | 0.00% | −86,988−84.0% | Reduced |
| Jefferies Financial Group Inc. | 16,849 | $1.06M | 0.02% | −6,891−29.0% | Reduced |
| Pitcairn Co | 16,870 | $1.06M | 0.06% | +951+6.0% | Added |
| Home Federal Bank of Tennessee | 16,877 | $1.06M | 0.32% | +70+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.07M | 0.13% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 17,128 | $1.08M | 0.73% | +135+0.8% | Added |
| First Hawaiian Bank | 17,326 | $1.09M | 0.04% | −1,225−6.6% | Reduced |
| Parallel Advisors, LLC | 17,656 | $1.11M | 0.03% | +1,103+6.7% | Added |
| Wendell David Associates Inc | 17,668 | $1.11M | 0.11% | −350−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,773 | $1.12M | 0.01% | +17,773 | New |
| Roberts Glore & Co Inc | 17,861 | $1.13M | 0.34% | −25−0.1% | Reduced |
| Romano Brothers and Company | 17,887 | $1.13M | 0.16% | −6,900−27.8% | Reduced |
| Investment Management Corp of Ontario | 18,014 | $1.14M | 0.03% | +5,000+38.4% | Added |
| Kestra Private Wealth Services, LLC | 18,114 | $1.14M | 0.02% | −14−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 18,294 | $1.16M | 0.06% | +1,139+6.6% | Added |
| Patten & Patten Inc | 18,724 | $1.18M | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 18,757 | $1.18M | 0.11% | +4,195+28.8% | Added |
| Ahl Investment Management, Inc. | 18,986 | $1.20M | 0.88% | −135−0.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.20M | 0.22% | 00.0% | Unchanged |
| Lipe & Dalton | 19,106 | $1.21M | 0.65% | −74−0.4% | Reduced |
| AXS Investments LLC | 19,117 | $1.21M | 0.34% | −17,595−47.9% | Reduced |
| Kraematon Investment Advisors, Inc | 19,160 | $1.21M | 1.23% | −341−1.7% | Reduced |
| Jones Financial Companies LLLP | 19,181 | $1.21M | 0.00% | +13,341+228.4% | Added |
| First Manhattan Co | 19,128 | $1.21M | 0.00% | −2,168−10.2% | Reduced |
| Bollard Group LLC | 19,371 | $1.22M | 0.03% | +27+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 19,395 | $1.22M | 0.11% | −41−0.2% | Reduced |
| Signaturefd, LLC | 19,439 | $1.23M | 0.02% | +3,338+20.7% | Added |
| BKD Wealth Advisors, LLC | 19,861 | $1.25M | 0.03% | −16,263−45.0% | Reduced |