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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 4,586 | $289.3K | 0.01% | +946+26.0% | Added |
| Hancock Whitney Corp | 4,583 | $289.1K | 0.01% | −10−0.2% | Reduced |
| Atomi Financial Group, Inc. | 4,572 | $288.4K | 0.02% | +858+23.1% | Added |
| MSH Capital Advisors LLC | 4,550 | $287.0K | 0.10% | −222−4.7% | Reduced |
| Optimum Investment Advisors | 4,550 | $287.0K | 0.13% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,550 | $287.0K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,582 | $285.4K | 0.02% | −391−7.9% | Reduced |
| Aveo Capital Partners, LLC | 4,507 | $284.3K | 0.03% | −255−5.4% | Reduced |
| Canton Hathaway, LLC | 4,500 | $284.0K | 0.08% | +500+12.5% | Added |
| Great Diamond Partners, LLC | 4,499 | $283.8K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,493 | $283.4K | 0.01% | −568−11.2% | Reduced |
| Adirondack Trust Co | 4,478 | $282.5K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,457 | $281.1K | 0.08% | −3−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 4,453 | $280.9K | 0.02% | −351−7.3% | Reduced |
| Proequities, Inc. | 4,435 | $280.6K | 0.02% | +7+0.2% | Added |
| First Affirmative Financial Network | 4,416 | $278.6K | 0.19% | +102+2.4% | Added |
| Legacy Bridge, LLC | 4,363 | $275.2K | 0.16% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,356 | $274.8K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,343 | $273.9K | 0.03% | +10.0% | Added |
| Catalina Capital Group, LLC | 4,333 | $273.3K | 0.10% | −8−0.2% | Reduced |
| Rehmann Capital Advisory Group | 4,328 | $273.0K | 0.02% | −72−1.6% | Reduced |
| Wilkins Investment Counsel Inc | 4,327 | $272.9K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,312 | $272.0K | 0.00% | −4,346−50.2% | Reduced |
| Aberdeen Wealth Management LLC | 4,300 | $271.2K | 0.18% | −100−2.3% | Reduced |
| Federated Hermes, Inc. | 4,294 | $270.9K | 0.00% | −143−3.2% | Reduced |
| Pure Financial Advisors, Inc. | 4,292 | $270.7K | 0.01% | +64+1.5% | Added |
| Townsend & Associates, Inc | 4,037 | $269.6K | 0.03% | +28+0.7% | Added |
| Northwest Financial Advisors | 4,261 | $268.8K | 0.27% | +12+0.3% | Added |
| Thoroughbred Financial Services, LLC | 4,242 | $267.0K | 0.02% | +4,242 | New |
| US Financial Advisors, LLC | 4,228 | $266.7K | 0.09% | 00.0% | Unchanged |
| Montis Financial, LLC | 4,226 | $266.6K | 0.12% | −175−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,221 | $266.3K | 0.04% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,219 | $266.1K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,202 | $265.1K | 0.01% | +1,078+34.5% | Added |
| Hall Capital Management Co Inc | 4,200 | $264.9K | 0.13% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,187 | $264.1K | 0.07% | −37−0.9% | Reduced |
| Radnor Capital Management, LLC | 4,192 | $264.0K | 0.08% | +670+19.0% | Added |
| Equitable Holdings, Inc. | 4,135 | $260.8K | 0.00% | +187+4.7% | Added |
| Fulton Bank, N.A. | 4,117 | $259.7K | 0.01% | −743−15.3% | Reduced |
| KG&L Capital Management,LLC | 4,186 | $258.9K | 0.09% | −100−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,104 | $258.9K | 0.02% | +4,104 | New |
| Cassaday & Co Wealth Management LLC | 4,060 | $256.1K | 0.01% | −144−3.4% | Reduced |
| First Financial Corp | 4,059 | $256.0K | 0.13% | −125−3.0% | Reduced |
| Transform Wealth, LLC | 4,002 | $253.2K | 0.02% | −14−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $253.1K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $253.1K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,024 | $253.0K | 0.02% | +4+0.1% | Added |
| InTrack Investment Management Inc | 4,005 | $252.6K | 0.18% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,002 | $252.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,002 | $252.4K | 0.02% | +112+2.9% | Added |
| Aaron Wealth Advisors | 3,998 | $252.2K | 0.04% | +3,998 | New |
| Premier Path Wealth Partners, LLC | 3,989 | $251.6K | 0.04% | +220+5.8% | Added |
| Independence Bank of Kentucky | 3,981 | $251.1K | 0.07% | +2,800+237.1% | Added |
| D'Orazio & Associates, Inc. | 3,972 | $250.6K | 0.04% | −72−1.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,958 | $249.0K | 0.13% | +1,687+74.3% | Added |
| First Bank & Trust | 3,947 | $249.0K | 0.05% | +207+5.5% | Added |
| Marathon Capital Management | 3,923 | $247.5K | 0.06% | +156+4.1% | Added |
| Broadwater Capital Management LLC | 3,894 | $245.6K | 0.19% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,867 | $243.9K | 0.00% | −208−5.1% | Reduced |
| Angeles Wealth Management, LLC | 3,859 | $243.4K | 0.02% | +21+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 3,846 | $242.6K | 0.00% | +3,846 | New |
| Breed's Hill Capital LLC | 3,844 | $242.5K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,843 | $242.4K | 0.05% | +2,251+141.4% | Added |
| Valmark Advisers, Inc. | 3,839 | $242.2K | 0.00% | +3,839 | New |
| Madison Wealth Partners, Inc | 3,813 | $240.5K | 0.08% | +106+2.9% | Added |
| Northeast Financial Consultants Inc | 3,801 | $239.8K | 0.01% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,791 | $239.1K | 0.03% | −1,112−22.7% | Reduced |
| Todd Asset Management LLC | 3,785 | $238.8K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,773 | $238.0K | 0.04% | −82−2.1% | Reduced |
| Aries Wealth Management | 3,760 | $237.2K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,758 | $237.1K | 0.01% | −59−1.5% | Reduced |
| Leibman Financial Services, Inc. | 3,752 | $236.7K | 0.18% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $235.9K | 0.13% | 00.0% | Unchanged |
| TFC Financial Management | 3,738 | $235.8K | 0.04% | −4−0.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,726 | $235.7K | 0.12% | −32−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,720 | $235.0K | 0.09% | +253+7.3% | Added |
| Sage Mountain Advisors LLC | 3,717 | $234.5K | 0.02% | +3,717 | New |
| Grove Bank & Trust | 3,716 | $234.4K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,712 | $234.2K | 0.02% | +12+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 3,707 | $233.8K | 0.02% | −609−14.1% | Reduced |
| MONECO Advisors, LLC | 3,707 | $233.8K | 0.03% | +199+5.7% | Added |
| Adalta Capital Management LLC | 3,684 | $233.1K | 0.13% | +3,684 | New |
| Acropolis Investment Management, LLC | 3,675 | $231.8K | 0.01% | +147+4.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,674 | $231.8K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,671 | $231.6K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,670 | $231.5K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,656 | $231.0K | 0.10% | −749−17.0% | Reduced |
| Mayflower Financial Advisors, LLC | 3,647 | $230.1K | 0.04% | −177−4.6% | Reduced |
| Northstar Asset Management LLC | 3,632 | $229.1K | 0.06% | −175−4.6% | Reduced |
| Equitable Trust Co | 3,632 | $229.1K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,602 | $227.2K | 0.02% | +3,602 | New |
| Moody Lynn & Lieberson, LLC | 3,598 | $227.0K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,598 | $227.0K | 0.03% | +3,598 | New |
| Parkside Financial Bank & Trust | 3,588 | $226.3K | 0.04% | +100+2.9% | Added |
| Texas Yale Capital Corp. | 3,568 | $225.1K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,562 | $224.7K | 0.02% | −505−12.4% | Reduced |
| Godsey & Gibb Associates | 3,541 | $223.4K | 0.02% | +3,541 | New |
| Ewa, LLC | 3,257 | $222.4K | 0.09% | +61+1.9% | Added |
| Global Retirement Partners, LLC | 3,486 | $219.9K | 0.01% | −678−16.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,477 | $219.4K | 0.01% | +3,477 | New |