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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 5,886 | $371.3K | 0.01% | +106+1.8% | Added |
| Brookstone Capital Management | 5,486 | $370.7K | 0.01% | −197−3.5% | Reduced |
| Miller Investment Management, LP | 5,840 | $368.4K | 0.04% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,835 | $368.0K | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,834 | $368.0K | 0.03% | +279+5.0% | Added |
| Bailard, Inc. | 5,824 | $367.3K | 0.01% | −550−8.6% | Reduced |
| Mutual Advisors, LLC | 5,428 | $367.0K | 0.01% | +37+0.7% | Added |
| Garden State Investment Advisory Services LLC | 5,789 | $366.1K | 0.13% | −133−2.2% | Reduced |
| Brighton Jones LLC | 5,790 | $365.2K | 0.01% | +544+10.4% | Added |
| 9258 Wealth Management, LLC | 5,673 | $357.9K | 0.06% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 5,616 | $354.3K | 0.01% | −516−8.4% | Reduced |
| Tyche Wealth Partners LLC | 5,608 | $353.8K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,582 | $353.2K | 0.02% | −14−0.3% | Reduced |
| 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 |
| Washington Trust Advisors, Inc. | 5,579 | $351.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,572 | $351.5K | 0.01% | +10.0% | Added |
| Douglas Lane & Associates, LLC | 5,555 | $350.4K | 0.00% | −190−3.3% | Reduced |
| Sapient Capital LLC | 5,533 | $350.1K | 0.01% | −109−1.9% | Reduced |
| Horan Securities, Inc. | 5,522 | $348.3K | 0.15% | +5,522 | New |
| New Hampshire Trust | 5,519 | $348.1K | 0.08% | −100−1.8% | Reduced |
| Hilltop Holdings Inc. | 5,513 | $347.8K | 0.04% | −125−2.2% | Reduced |
| BSW Wealth Partners | 5,502 | $347.0K | 0.06% | +30+0.5% | Added |
| Atlantic Trust, LLC | 5,499 | $346.9K | 0.09% | +205+3.9% | Added |
| Asset Dedication, LLC | 5,428 | $342.4K | 0.02% | −1,584−22.6% | Reduced |
| WSFS Capital Management, LLC | 5,424 | $342.1K | 0.02% | +85+1.6% | Added |
| Meridian Investment Counsel Inc. | 5,417 | $341.7K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,398 | $341.5K | 0.01% | +73+1.4% | Added |
| 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 |
| Malaga Cove Capital, LLC | 5,399 | $340.6K | 0.14% | −7−0.1% | 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 |
| Anchor Investment Management, LLC | 5,390 | $340.0K | 0.03% | −65−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,990 | $339.9K | 0.02% | +533+12.0% | Added |
| IFG Advisory, LLC | 5,377 | $339.2K | 0.02% | +5,377 | New |
| Arrow Financial Corp | 5,375 | $339.1K | 0.03% | −35−0.6% | Reduced |
| Central Pacific Bank - Trust Division | 5,370 | $338.7K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,367 | $338.5K | 0.02% | +546+11.3% | Added |
| LMCG Investments, LLC | 5,363 | $338.3K | 0.02% | −7−0.1% | Reduced |
| Heritage Trust Co | 5,358 | $338.0K | 0.04% | −84−1.5% | Reduced |
| Symmetry Partners, LLC | 5,345 | $337.0K | 0.02% | −2,017−27.4% | Reduced |
| Twelve Points Wealth Management LLC | 5,341 | $336.9K | 0.12% | −39−0.7% | Reduced |
| Northwest Bancshares, Inc. | 5,334 | $336.5K | 0.06% | −15−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,333 | $336.4K | 0.03% | +225+4.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $335.6K | 0.31% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,318 | $335.5K | 0.01% | +1,107+26.3% | Added |
| Ironwood Investment Counsel, LLC | 5,307 | $334.8K | 0.06% | +1,563+41.7% | Added |
| TradeLink Capital LLC | 5,300 | $334.0K | 0.96% | +5,300 | New |
| Wilson & Boucher Capital Management, LLC | 5,282 | $333.2K | 0.26% | +5,282 | New |
| Affinity Investment Advisors, LLC | 5,274 | $332.7K | 0.25% | +1,830+53.1% | Added |
| RFG Advisory, LLC | 5,273 | $332.6K | 0.01% | −506−8.8% | Reduced |
| Pinnacle Financial Partners Inc | 5,306 | $331.7K | 0.01% | −541−9.3% | Reduced |
| Cambridge Advisors Inc. | 5,251 | $331.2K | 0.08% | −50−0.9% | Reduced |
| Founders Capital Management, LLC | 5,250 | $331.2K | 0.06% | +175+3.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,244 | $331.1K | 0.02% | +3+0.1% | Added |
| Conning Inc. | 5,234 | $330.2K | 0.01% | +470+9.9% | Added |
| Wellington Management Group LLP | 5,230 | $329.9K | 0.00% | −2,937−36.0% | Reduced |
| New England Capital Financial Advisors LLC | 5,229 | $329.8K | 0.18% | +9+0.2% | Added |
| Interchange Capital Partners, LLC | 5,229 | $329.8K | 0.12% | +5,229 | New |
| Flagship Harbor Advisors, LLC | 5,175 | $326.4K | 0.02% | −123−2.3% | Reduced |
| World Equity Group, Inc. | 5,171 | $326.2K | 0.10% | +501+10.7% | Added |
| Peddock Capital Advisors, LLC | 5,169 | $326.1K | 0.08% | −337−6.1% | Reduced |
| Endowment Wealth Management, Inc. | 5,167 | $325.9K | 0.24% | +20.0% | Added |
| Integrated Advisors Network LLC | 5,134 | $323.9K | 0.02% | −38−0.7% | Reduced |
| AMJ Financial Wealth Management | 5,127 | $323.4K | 0.10% | +5,127 | New |
| AA Financial Advisors, LLC | 5,072 | $319.9K | 0.11% | +247+5.1% | Added |
| Ted Buchan & Co | 5,070 | $319.8K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,055 | $318.9K | 0.02% | −297−5.5% | Reduced |
| Leavell Investment Management, Inc. | 5,032 | $318.0K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,033 | $317.5K | 0.02% | +11+0.2% | Added |
| Congress Wealth Management LLC | 5,025 | $317.0K | 0.01% | +624+14.2% | Added |
| Holistic Financial Partners | 5,021 | $316.7K | 0.16% | +13+0.3% | Added |
| Financial Perspectives, Inc | 5,001 | $315.5K | 0.12% | +395+8.6% | Added |
| Western Wealth Management, LLC | 5,001 | $315.4K | 0.02% | +46+0.9% | Added |
| 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 |
| Northeast Investment Management | 4,990 | $314.8K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,988 | $314.6K | 0.03% | −388−7.2% | Reduced |
| Winton Group Ltd | 4,980 | $314.1K | 0.02% | +4,980 | New |
| Mitchell & Pahl Private Wealth, LLC | 4,949 | $312.2K | 0.16% | −3−0.1% | Reduced |
| Capital City Trust Co | 4,896 | $308.8K | 0.08% | −274−5.3% | Reduced |
| West Oak Capital, LLC | 4,875 | $307.5K | 0.12% | −400−7.6% | Reduced |
| Stratos Wealth Advisors, LLC | 4,870 | $307.2K | 0.02% | −537−9.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,863 | $306.8K | 0.12% | +996+25.8% | Added |
| Journey Advisory Group, LLC | 4,840 | $305.3K | 0.04% | −600−11.0% | Reduced |
| GSB Wealth Management, LLC | 4,823 | $304.2K | 0.08% | +3+0.1% | Added |
| Advisors Asset Management, Inc. | 4,816 | $303.8K | 0.01% | +4,816 | New |
| Thomasville National Bank | 4,805 | $303.1K | 0.02% | −150−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,796 | $302.5K | 0.02% | −885−15.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,749 | $299.6K | 0.03% | −1,450−23.4% | Reduced |
| Colonial Trust Co | 4,732 | $298.5K | 0.05% | −429−8.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,699 | $296.4K | 0.05% | +10+0.2% | Added |
| Gratus Capital LLC | 4,694 | $296.1K | 0.01% | +270+6.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,680 | $295.2K | 0.08% | −14−0.3% | Reduced |
| Sentry LLC | 4,660 | $294.0K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,643 | $292.9K | 0.05% | −488−9.5% | Reduced |
| Tennessee Valley Asset Management Partners | 4,630 | $292.0K | 0.05% | +12+0.3% | Added |
| DF Dent & Co Inc | 4,625 | $291.8K | 0.00% | −450−8.9% | Reduced |
| Crawford Investment Counsel Inc | 4,587 | $289.3K | 0.01% | −10−0.2% | Reduced |