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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.

Institutional holdersQ2 2024: 1,453 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2024: $47.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2024.

Institutions holding CARR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Worth Financial Advisory Group, LLC3,466$218.6K0.14%+3,466New
First Trust Investment Solutions L.P.3,462$218.4K0.03%+3,462New
Sandy Spring Bank3,461$218.3K0.01%−274−7.3%Reduced
Signature Wealth Management Partners, LLC3,450$217.6K0.17%00.0%Unchanged
Schechter Investment Advisors, LLC3,450$217.6K0.02%+3,450New
Moss Adams Wealth Advisors LLC3,430$217.0K0.03%+3,430New
Hennion & Walsh Asset Management, Inc.3,434$216.6K0.01%−46−1.3%Reduced
Heritage Investment Group, Inc.3,427$216.0K0.04%+3,427New
Ignite Planners, LLC3,392$214.5K0.05%+3,392New
Baxter Bros Inc3,398$214.4K0.03%+3,398New
Ameritas Advisory Services, LLC3,398$214.3K0.01%−124−3.5%Reduced
Strengthening Families & Communities, LLC3,396$214.0K0.06%+1,020+42.9%Added
Wynn Capital, LLC3,388$213.7K0.16%+3,388New
Davidson Trust Co3,388$213.7K0.15%−1,126−24.9%Reduced
Catalyst Financial Partners LLC3,387$213.7K0.05%+3,387New
PBMares Wealth Management LLC3,375$212.9K0.05%+3,375New
Cascade Financial Partners, LLC3,325$209.7K0.03%+3,325New
Everpar Advisors LLC3,317$209.2K0.10%+3,317New
Quadrant Private Wealth Management, LLC3,307$209.2K0.05%+3,307New
Smithfield Trust Co3,325$209.0K0.01%−484−12.7%Reduced
Edgemoor Investment Advisors, Inc.3,308$208.7K0.02%+3,308New
Joel Isaacson & Co., LLC3,306$208.5K0.01%+3,306New
FRG Family Wealth Advisors LLC3,249$208.4K0.04%00.0%Unchanged
Norman Fields, Gottscho Capital Management, LLC3,265$208.0K0.07%+3,265New
Allstate Corp3,280$206.9K0.02%+3,280New
One Charles Private Wealth Services, LLC3,274$206.5K0.09%+3,274New
Quent Capital, LLC3,267$206.1K0.02%+144+4.6%Added
Addison Advisors LLC3,266$206.0K0.07%+8+0.2%Added
Greenwich Wealth Management LLC3,262$206.0K0.02%+3,262New
Ritholtz Wealth Management3,265$205.9K0.01%+3,265New
Associated Banc-Corp3,251$205.1K0.01%+3,251New
Charter Oak Capital Management, LLC3,250$205.0K0.02%+3,250New
Gallagher Fiduciary Advisors, LLC3,243$204.5K0.05%+3,243New
Strategic Advisors LLC3,241$204.4K0.04%−242−6.9%Reduced
Matthew Goff Investment Advisor, LLC3,240$204.3K0.04%+3,240New
Cooper Financial Group3,239$204.3K0.03%+3,239New
L2 Asset Management, LLC3,231$203.8K0.06%+3,231New
St. James Investment Company, LLC3,225$203.4K0.04%+3,225New
Gateway Wealth Partners, LLC3,220$203.1K0.06%+3,220New
Keebeck Wealth Management, LLC3,210$203.1K0.03%+3,210New
Summit Global Investments3,226$203.0K0.01%+3,226New
Whalerock Point Partners, LLC3,214$202.7K0.05%+3,214New
Cullen Investment Group, Ltd.3,206$202.3K0.03%+3,206New
Focus Financial Network, Inc.2,993$202.2K0.01%+2,993New
First Financial Bankshares Inc3,200$201.9K0.00%+3,200New
Baker Avenue Asset Management, LP3,198$201.7K0.01%+3,198New
Strategic Blueprint, LLC3,191$201.3K0.01%+3,191New
Godshalk Welsh Capital Management, Inc.3,175$200.3K0.13%+3,175New
Firsthand Capital Management, Inc.5,000$196.4K0.44%+4,000+400.0%Added
Atlantic Edge Private Wealth Management, LLC3,083$194.5K0.06%00.0%Unchanged
Caldwell Sutter Capital, Inc.3,042$191.9K0.09%00.0%Unchanged
Sittner & Nelson, LLC3,037$191.6K0.09%+2,800+1,181.4%Added
Harbor Investment Advisory, LLC3,016$190.2K0.02%+96+3.3%Added
Bank of New Hampshire2,962$186.8K0.05%00.0%Unchanged
Riggs Asset Managment Co. Inc.2,920$184.2K0.05%−1,479−33.6%Reduced
Deseret Mutual Benefit Administrators2,876$181.4K0.08%00.0%Unchanged
AllSquare Wealth Management LLC2,863$180.6K0.11%00.0%Unchanged
Geneos Wealth Management Inc.2,744$173.1K0.01%+50+1.9%Added
Atlas Capital Advisors LLC2,728$172.1K0.02%+2,700+9,642.9%Added
Cypress Capital Management LLC (WY)2,710$170.9K0.18%−100−3.6%Reduced
Logan Capital Management Inc2,704$170.6K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC2,683$169.2K0.01%+2,683New
Mendota Financial Group, LLC2,644$166.8K0.09%00.0%Unchanged
JFS Wealth Advisors, LLC2,643$166.7K0.01%−274−9.4%Reduced
Alta Advisers Ltd2,600$164.0K0.08%00.0%Unchanged
Paradigm Asset Management Co LLC2,600$164.0K0.05%+2,600New
FinTrust Capital Advisors, LLC2,597$163.8K0.03%−100−3.7%Reduced
Cromwell Holdings LLC2,581$163.3K0.10%+2,581New
Ridgewood Investments LLC2,528$159.5K0.08%+2,528New
Partnership Wealth Management, LLC2,528$159.5K0.12%00.0%Unchanged
Stephenson National Bank & Trust2,523$159.2K0.05%00.0%Unchanged
Crewe Advisors LLC2,495$157.4K0.02%−9−0.4%Reduced
Beach Investment Counsel Inc2,478$156.0K0.02%+2,478New
CVA Family Office, LLC2,450$154.5K0.03%+754+44.5%Added
Hanson & Doremus Investment Management2,422$153.0K0.03%00.0%Unchanged
Citizens National Bank Trust Department2,405$151.7K0.03%−200−7.7%Reduced
Key Financial Inc2,401$151.5K0.04%+1,209+101.4%Added
Covestor Ltd2,373$150.0K0.10%+164+7.4%Added
Bangor Savings Bank2,371$149.6K0.01%+146+6.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,341$147.7K0.01%−3,316−58.6%Reduced
American National Bank2,326$146.7K0.02%+236+11.3%Added
MV Capital Management, Inc.2,296$144.8K0.02%+19+0.8%Added
Capital Advisors, Ltd. LLC2,281$144.0K0.02%+8+0.4%Added
FNY Investment Advisers, LLC2,268$143.0K0.10%+2,268New
Ronald Blue Trust, Inc.2,453$142.6K0.00%+1,232+100.9%Added
Gables Capital Management Inc.2,250$141.9K0.07%00.0%Unchanged
HHM Wealth Advisors, LLC2,240$141.3K0.02%+2,240New
Foster Dykema Cabot & Partners, LLC2,207$139.6K0.01%00.0%Unchanged
Richardson Capital Management LLC2,104$132.7K0.10%+6+0.3%Added
Blue Chip Partners, Inc.2,094$132.1K0.01%+6+0.3%Added
Duncker Streett & Co Inc2,078$131.1K0.03%+3+0.1%Added
Ulland Investment Advisors, LLC2,084$131.0K0.09%00.0%Unchanged
Monetary Management Group Inc2,075$130.9K0.03%−200−8.8%Reduced
Gen-Wealth Partners Inc2,050$129.3K0.06%00.0%Unchanged
Eagle Bay Advisors LLC1,996$126.3K0.08%−292−12.8%Reduced
Wellington Shields & Co., LLC2,000$126.2K0.04%00.0%Unchanged
Camelot Portfolios, LLC2,000$126.2K0.07%+2,000New
Capital Analysts, LLC1,967$124.0K0.01%+3+0.2%Added
Clean Yield Group1,962$123.8K0.05%00.0%Unchanged
Princeton Global Asset Management LLC1,952$123.1K0.03%+71+3.8%Added