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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,945 | $122.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,926 | $121.8K | 0.02% | +807+72.1% | Added |
| CKW Financial Group | 1,952 | $121.0K | 0.02% | +1+0.1% | Added |
| J.Safra Asset Management Corp | 1,902 | $120.0K | 0.01% | +1,268+200.0% | Added |
| Creative Capital Management Investments LLC | 1,895 | $119.5K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $115.2K | 0.00% | −351−16.1% | Reduced |
| Old Second National Bank of Aurora | 1,800 | $113.5K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,753 | $110.6K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,743 | $109.9K | 0.00% | +20+1.2% | Added |
| First Foundation Advisors | 1,708 | $107.7K | 0.00% | −667−28.1% | Reduced |
| Rise Advisors, LLC | 1,697 | $107.1K | 0.06% | +1,094+181.4% | Added |
| Hilltop National Bank | 1,697 | $107.0K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,689 | $106.5K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,665 | $105.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 1,642 | $103.6K | 0.04% | −566−25.6% | Reduced |
| CoreCap Advisors, LLC | 1,631 | $102.9K | 0.01% | −40−2.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $100.9K | 0.00% | −375−19.0% | Reduced |
| Zions Bancorporation, N.A. | 1,553 | $98.0K | 0.01% | −264−14.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,542 | $97.3K | 0.04% | −227−12.8% | Reduced |
| Pacifica Partners Inc. | 1,533 | $97.3K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,479 | $93.3K | 0.07% | +54+3.8% | Added |
| Indiana Trust & Investment Management CO | 1,475 | $93.0K | 0.03% | +595+67.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,465 | $92.6K | 0.01% | −500−25.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,465 | $92.4K | 0.03% | +1,465 | New |
| Cassady Schiller Wealth Management, LLC | 1,465 | $92.4K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,451 | $91.5K | 0.00% | −3−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,433 | $90.7K | 0.03% | +68+5.0% | Added |
| Bellevue Asset Management, LLC | 1,432 | $90.3K | 0.05% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $89.1K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,420 | $89.0K | 0.01% | +100+7.6% | Added |
| M&R Capital Management Inc | 1,405 | $88.6K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,395 | $88.0K | 0.01% | −500−26.4% | Reduced |
| Bullock Wealth Management Group | 1,398 | $86.5K | 0.06% | −58−4.0% | Reduced |
| First Community Trust NA | 1,350 | $85.2K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,342 | $84.7K | 0.01% | −35−2.5% | Reduced |
| Planning Capital Management Corp | 1,340 | $84.5K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,324 | $83.5K | 0.01% | −58−4.2% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $82.0K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,249 | $78.8K | 0.01% | +1,249 | New |
| Cherry Tree Wealth Management, LLC | 1,215 | $76.6K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,185 | $74.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,177 | $74.2K | 0.07% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,184 | $73.3K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,155 | $72.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,126 | $71.0K | 0.02% | +1,126 | New |
| Union Savings Bank | 1,124 | $70.9K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,119 | $70.6K | 0.00% | +401+55.8% | Added |
| Aspire Private Capital, LLC | 1,115 | $70.3K | 0.02% | −22−1.9% | Reduced |
| Field & Main Bank | 1,085 | $68.4K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,025 | $64.7K | 0.04% | −100−8.9% | Reduced |
| Missouri Trust & Investment Co | 1,023 | $64.5K | 0.02% | −300−22.7% | Reduced |
| Redwood Wealth Management Group, LLC | 1,013 | $63.9K | 0.05% | +1,013 | New |
| Cape Investment Advisory, Inc. | 1,000 | $63.1K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,000 | $63.1K | 0.02% | +1,000 | New |
| Sugarloaf Wealth Management, LLC | 938 | $59.2K | 0.01% | −325−25.7% | Reduced |
| Hexagon Capital Partners LLC | 916 | $57.8K | 0.01% | +56+6.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $57.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 903 | $57.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 903 | $57.0K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 890 | $56.1K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 834 | $52.6K | 0.03% | +1+0.1% | Added |
| 1620 Investment Advisors, Inc. | 824 | $52.0K | 0.04% | +824 | New |
| GPS Wealth Strategies Group, LLC | 805 | $50.8K | 0.01% | +805 | New |
| Armstrong Advisory Group, Inc | 803 | $50.7K | 0.00% | −93−10.4% | Reduced |
| Cornerstone Planning Group LLC | 797 | $50.6K | 0.01% | +9+1.1% | Added |
| Mascoma Wealth Management LLC | 802 | $50.6K | 0.01% | −550−40.7% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $50.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 799 | $50.4K | 0.02% | 00.0% | Unchanged |
| Motco | 798 | $50.3K | 0.00% | −34−4.1% | Reduced |
| Vestor Capital, LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 787 | $49.6K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 778 | $49.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 777 | $49.0K | 0.00% | −7,037−90.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 765 | $48.3K | 0.02% | +2+0.3% | Added |
| ORG Partners LLC | 776 | $48.0K | 0.01% | +626+417.3% | Added |
| Orion Capital Management LLC | 750 | $47.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 750 | $47.3K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 742 | $46.8K | 0.00% | +517+229.8% | Added |
| Core Alternative Capital | 741 | $46.7K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 730 | $46.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 729 | $46.0K | 0.02% | +3+0.4% | Added |
| Creekmur Asset Management LLC | 721 | $45.5K | 0.01% | +9+1.3% | Added |
| Heritage Wealth Advisors | 700 | $44.2K | 0.00% | −600−46.2% | Reduced |
| Exchange Traded Concepts, LLC | 700 | $44.2K | 0.00% | −198−22.0% | Reduced |
| Bray Capital Advisors | 700 | $44.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 700 | $44.2K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 685 | $43.2K | 0.02% | 00.0% | Unchanged |
| Chris Bulman Inc | 651 | $41.0K | 0.03% | +651 | New |
| Prestige Wealth Management Group LLC | 647 | $40.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $40.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 627 | $39.5K | 0.03% | +2+0.3% | Added |
| Tompkins Financial Corp | 619 | $39.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 616 | $38.9K | 0.01% | +16+2.7% | Added |
| American Capital Advisory, LLC | 674 | $38.7K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 608 | $38.4K | 0.01% | −50−7.6% | Reduced |
| United Community Bank | 600 | $37.8K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 592 | $37.3K | 0.01% | −152−20.4% | Reduced |
| West Branch Capital LLC | 590 | $37.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 587 | $37.0K | 0.03% | −9−1.5% | Reduced |
| Register Financial Advisors LLC | 582 | $36.7K | 0.02% | 00.0% | Unchanged |