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Livermore
ZHEN

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
Family Firm, Inc.580$36.6K0.01%+580New
Valley National Advisers Inc556$35.0K0.01%−24−4.1%Reduced
Hantz Financial Services, Inc.552$35.0K0.00%00.0%Unchanged
Archer Investment Corp534$33.7K0.01%+43+8.8%Added
Kelly Financial Services LLC533$33.6K0.01%+1+0.2%Added
Glen Eagle Advisors, LLC526$33.2K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC512$32.3K0.03%+115+29.0%Added
EdgeRock Capital LLC512$32.3K0.03%+512New
Sound Income Strategies, LLC510$32.2K0.00%−12−2.3%Reduced
Versant Capital Management, Inc508$32.0K0.01%+132+35.1%Added
Briaud Financial Planning, Inc515$32.0K0.02%+100+24.1%Added
Boit C F David500$31.5K0.02%00.0%Unchanged
Osterweis Capital Management Inc500$31.5K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.500$31.5K0.02%00.0%Unchanged
Hollencrest Capital Management486$30.7K0.00%00.0%Unchanged
Red Tortoise LLC481$30.3K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC484$30.0K0.01%+39+8.8%Added
Meeder Asset Management Inc465$29.3K0.00%+405+675.0%Added
DT Investment Partners, LLC461$29.1K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC460$29.0K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.448$28.3K0.00%+5+1.1%Added
TSFG, LLC430$27.0K0.01%00.0%Unchanged
Intelligent Financial Strategies423$26.8K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.411$26.0K0.00%+10+2.5%Added
Moisand Fitzgerald Tamayo, LLC403$25.4K0.00%00.0%Unchanged
Olistico Wealth, LLC400$25.2K0.02%+400New
Arlington Trust Co LLC400$25.2K0.01%+400New
MCF Advisors LLC385$24.3K0.00%00.0%Unchanged
Castleview Partners, LLC369$23.3K0.01%−182−33.0%Reduced
Raelipskie Partnership360$22.7K0.01%00.0%Unchanged
Fortitude Family Office, LLC352$22.2K0.01%00.0%Unchanged
Nemes Rush Group LLC350$22.1K0.00%−225−39.1%Reduced
Tortoise Investment Management, LLC350$22.1K0.00%00.0%Unchanged
Front Row Advisors LLC348$22.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC347$21.9K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC346$21.8K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC335$21.1K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton327$20.2K0.01%−316−49.1%Reduced
Natixis320$20.2K0.00%00.0%Unchanged
GW&K Investment Management, LLC315$20.0K0.00%+39+14.1%Added
SJS Investment Consulting Inc.315$19.9K0.00%−31−9.0%Reduced
Kiely Wealth Advisory Group, Inc.308$19.9K0.01%+108+54.0%Added
Raleigh Capital Management Inc.312$19.7K0.01%−190−37.8%Reduced
Gradient Investments LLC305$19.2K0.00%+90+41.9%Added
Edmond de Rothschild Holding S.A.300$18.9K0.00%00.0%Unchanged
Annapolis Financial Services, LLC300$18.9K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC288$18.2K0.01%00.0%Unchanged
ZynergyRetirementPlanningLLC275$17.3K0.01%+275New
Creative Financial Designs Inc273$17.2K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC247$16.6K0.01%00.0%Unchanged
Accordant Advisory Group Inc250$15.8K0.01%+250New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna250$15.8K0.01%+250New
Magellan Asset Management Ltd247$15.6K0.00%00.0%Unchanged
WR Wealth Planners, LLC243$15.3K0.00%+11+4.7%Added
DecisionPoint Financial, LLC220$15.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC231$14.6K0.01%00.0%Unchanged
PrairieView Partners, LLC227$14.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC217$13.7K0.00%+217New
Transcendent Capital Group LLC213$13.4K0.01%00.0%Unchanged
First PREMIER Bank200$13.0K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC206$13.0K0.00%+8+4.0%Added
Mark Sheptoff Financial Planning, LLC203$12.8K0.01%00.0%Unchanged
Raffa Wealth Management, LLC201$12.7K0.00%00.0%Unchanged
First Personal Financial Services200$12.6K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$12.6K0.00%00.0%Unchanged
Sachetta, LLC175$11.8K0.01%+86+96.6%Added
Wetzel Investment Advisors, Inc.203$11.8K0.01%00.0%Unchanged
Abound Wealth Management171$10.8K0.00%−2−1.2%Reduced
Richard W. Paul & Associates, LLC159$10.0K0.00%−13−7.6%Reduced
Live Oak Investment Partners–$9.46K0.01%–New
Wiser Advisor Group LLC148$9.33K0.01%+1+0.7%Added
Ossiam146$9.21K0.00%−819−84.9%Reduced
Breakwater Investment Management145$9.15K0.00%00.0%Unchanged
Financial Management Professionals, Inc.148$9.00K0.00%−2−1.3%Reduced
Mowery & Schoenfeld Wealth Management, LLC140$8.83K0.01%00.0%Unchanged
Thompson Investment Management, Inc.134$8.45K0.00%00.0%Unchanged
TruNorth Capital Management, LLC131$8.26K0.00%+61+87.1%Added
Main Street Group, LTD133$8.23K0.00%−7−5.0%Reduced
Fairfield Financial Advisors, LTD128$8.10K0.00%+128New
Redmont Wealth Advisors LLC128$8.07K0.01%00.0%Unchanged
Costello Asset Management, INC125$7.88K0.01%−650−83.9%Reduced
Scarborough Advisors, LLC122$7.70K0.00%+122New
BBJS Financial Advisors, LLC120$7.57K0.00%+120New
Syntax Research, Inc.118$7.44K0.01%00.0%Unchanged
Central Bank & Trust Co116$7.32K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.110$7.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc110$6.97K0.00%00.0%Unchanged
Salomon & Ludwin, LLC110$6.94K0.00%−35−24.1%Reduced
Operose Advisors LLC110$6.94K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$6.81K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC105$6.62K0.00%00.0%Unchanged
Sofos Investments, Inc.101$6.37K0.00%−190−65.3%Reduced
Westside Investment Management, Inc.100$6.31K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC97$6.00K0.01%00.0%Unchanged
Pineridge Advisors LLC95$5.99K0.00%+95New
Toth Financial Advisory Corp90$5.68K0.00%00.0%Unchanged
Johnson Financial Group, Inc.88$5.57K0.00%+23+35.4%Added
Abich Financial Wealth Management LLC88$5.55K0.00%00.0%Unchanged
Dunhill Financial, LLC87$5.49K0.00%+16+22.5%Added
Criterion Capital Advisors, LLC87$5.49K0.00%00.0%Unchanged