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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 155,200 | $9.79M | 0.09% | −21,400−12.1% | Reduced |
| British Columbia Investment Management Corp | 155,172 | $9.79M | 0.06% | +58,658+60.8% | Added |
| Cetera Investment Advisers | 155,024 | $9.78M | 0.02% | −7,928−4.9% | Reduced |
| Windward Capital Management Co | 154,305 | $9.73M | 0.82% | −3,629−2.3% | Reduced |
| Blair William & Co | 153,893 | $9.71M | 0.03% | +4,135+2.8% | Added |
| M. Kraus & Co | 152,989 | $9.65M | 2.96% | −1,630−1.1% | Reduced |
| Welch & Forbes LLC | 153,953 | $9.59M | 0.13% | −7,727−4.8% | Reduced |
| Allianz Asset Management GmbH | 152,047 | $9.59M | 0.02% | −41,546−21.5% | Reduced |
| Commerce Bank | 142,623 | $9.00M | 0.06% | −1,064−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 139,497 | $8.80M | 0.01% | −11,310−7.5% | Reduced |
| Sagefield Capital LP | 138,739 | $8.75M | 0.92% | +1,753+1.3% | Added |
| Punch & Associates Investment Management, Inc. | 138,469 | $8.73M | 0.51% | +691+0.5% | Added |
| Utah Retirement Systems | 138,204 | $8.72M | 0.10% | −6,200−4.3% | Reduced |
| Churchill Management Corp | 138,184 | $8.72M | 0.10% | −1,627−1.2% | Reduced |
| Man Group plc | 136,957 | $8.64M | 0.02% | −51,640−27.4% | Reduced |
| Truist Financial Corp | 135,742 | $8.56M | 0.01% | +2,432+1.8% | Added |
| Kanawha Capital Management LLC | 133,567 | $8.43M | 0.66% | +1,847+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 132,419 | $8.35M | 0.12% | −2,608−1.9% | Reduced |
| MML Investors Services, LLC | 130,082 | $8.21M | 0.03% | −56,478−30.3% | Reduced |
| Contravisory Investment Management, Inc. | 129,163 | $8.15M | 1.80% | −3,531−2.7% | Reduced |
| Credit Agricole S A | 126,953 | $8.01M | 0.05% | +73,219+136.3% | Added |
| New York Life Investment Management LLC | 126,882 | $8.00M | 0.08% | +1,002+0.8% | Added |
| Meyer Handelman Co | 126,440 | $7.98M | 0.28% | −675−0.5% | Reduced |
| Verition Fund Management LLC | 124,828 | $7.87M | 0.06% | +91,986+280.1% | Added |
| Gillespie Robinson & Grimm Inc | 123,254 | $7.77M | 0.63% | +116,985+1,866.1% | Added |
| Moore Capital Management, LP | 123,149 | $7.77M | 0.17% | +123,149 | New |
| Parallax Volatility Advisers, L.P. | 122,852 | $7.75M | 0.20% | +105,195+595.8% | Added |
| Foster Victor Wealth Advisors, LLC | 110,479 | $7.72M | 0.65% | +110,479 | New |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 121,489 | $7.66M | 0.09% | +121,489 | New |
| NorthCrest Asset Manangement, LLC | 118,304 | $7.46M | 0.25% | −1,719−1.4% | Reduced |
| Socorro Asset Management LP | 117,976 | $7.44M | 2.90% | −23,852−16.8% | Reduced |
| Pathstone Holdings, LLC | 116,898 | $7.38M | 0.03% | −2,944−2.5% | Reduced |
| State of Alaska, Department of Revenue | 116,925 | $7.37M | 0.08% | −13,677−10.5% | Reduced |
| Lincoln Capital LLC | 116,065 | $7.32M | 1.63% | −493−0.4% | Reduced |
| ProShare Advisors LLC | 115,735 | $7.30M | 0.02% | +9,374+8.8% | Added |
| Close Asset Management Ltd | 114,691 | $7.24M | 0.25% | +17,320+17.8% | Added |
| CIBC Asset Management Inc | 114,483 | $7.22M | 0.03% | −3,923−3.3% | Reduced |
| Telos Capital Management, Inc. | 114,418 | $7.22M | 0.80% | +3,300+3.0% | Added |
| Connecticut Wealth Management, LLC | 114,392 | $7.22M | 0.37% | +3,959+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 114,370 | $7.21M | 0.08% | −3,485−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 114,090 | $7.20M | 0.01% | −2,149−1.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 113,281 | $7.15M | 1.54% | −23,054−16.9% | Reduced |
| Public Employees Retirement Association of Colorado | 113,045 | $7.13M | 0.03% | −2,006−1.7% | Reduced |
| Xponance, Inc. | 112,043 | $7.07M | 0.07% | −178−0.2% | Reduced |
| Capital Management Corp | 111,786 | $7.05M | 1.41% | −7,725−6.5% | Reduced |
| GPM Growth Investors, Inc. | 110,942 | $7.00M | 2.97% | +110,942 | New |
| Yousif Capital Management, LLC | 110,566 | $6.97M | 0.08% | −2,931−2.6% | Reduced |
| D.A. Davidson & Co. | 110,254 | $6.95M | 0.06% | −371−0.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 109,541 | $6.93M | 0.62% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 107,324 | $6.77M | 0.03% | −368,722−77.5% | Reduced |
| CIBC World Markets Corp | 106,490 | $6.72M | 0.04% | +23,817+28.8% | Added |
| Laffer Tengler Investments | 105,829 | $6.68M | 1.44% | +7,530+7.7% | Added |
| Mutual of America Capital Management LLC | 105,715 | $6.67M | 0.07% | −3,860−3.5% | Reduced |
| USS Investment Management Ltd | 104,448 | $6.59M | 0.05% | +40,466+63.2% | Added |
| Letson Investment Management, Inc. | 103,803 | $6.55M | 2.90% | +1,249+1.2% | Added |
| Bahl & Gaynor Inc | 103,628 | $6.54M | 0.04% | +265+0.3% | Added |
| Riverview Capital Advisers, LLC | 103,235 | $6.51M | 2.19% | +116+0.1% | Added |
| Abn Amro Investment Solutions | 102,146 | $6.44M | 0.12% | −6,156−5.7% | Reduced |
| Shelton Capital Management | 101,165 | $6.38M | 0.17% | +96,000+1,858.7% | Added |
| Tufton Capital Management | 100,770 | $6.36M | 1.24% | −670−0.7% | Reduced |
| Jade Capital Advisors, LLC | 100,000 | $6.31M | 4.46% | +85,000+566.7% | Added |
| Hall Laurie J Trustee | 99,740 | $6.29M | 2.19% | +275+0.3% | Added |
| CapWealth Advisors, LLC | 99,226 | $6.26M | 0.79% | +239+0.2% | Added |
| Cerity Partners LLC | 98,456 | $6.21M | 0.02% | −7,585−7.2% | Reduced |
| Baker Ellis Asset Management LLC | 98,457 | $6.21M | 0.94% | +119+0.1% | Added |
| Nissay Asset Management Corp | 97,530 | $6.15M | 0.04% | +2,313+2.4% | Added |
| Ethic Inc. | 97,057 | $6.12M | 0.14% | −2,040−2.1% | Reduced |
| Fifth Third Bancorp | 96,523 | $6.09M | 0.02% | −10,727−10.0% | Reduced |
| Wesleyan Assurance Society | 96,200 | $6.07M | 0.53% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 96,139 | $6.06M | 0.01% | +96,139 | New |
| Clifford Swan Investment Counsel LLC | 96,068 | $6.06M | 0.23% | −894−0.9% | Reduced |
| Somerville Kurt F | 95,445 | $6.02M | 1.01% | +45,865+92.5% | Added |
| Captrust Financial Advisors | 95,148 | $6.00M | 0.02% | +278+0.3% | Added |
| American Century Companies Inc | 94,266 | $5.95M | 0.00% | +34,487+57.7% | Added |
| IFP Advisors, Inc | 94,120 | $5.94M | 0.24% | +18,240+24.0% | Added |
| Simplex Trading, LLC | 93,923 | $5.92M | 0.19% | +55,012+141.4% | Added |
| Kestra Advisory Services, LLC | 93,273 | $5.88M | 0.03% | +9,855+11.8% | Added |
| Hilton Capital Management, LLC | 92,550 | $5.84M | 0.49% | +3,310+3.7% | Added |
| Cumberland Partners Ltd | 91,060 | $5.74M | 0.42% | −13,080−12.6% | Reduced |
| Intech Investment Management LLC | 90,906 | $5.73M | 0.07% | −35,342−28.0% | Reduced |
| Davenport & Co LLC | 90,094 | $5.68M | 0.04% | +2,602+3.0% | Added |
| HM Payson & Co | 90,035 | $5.68M | 0.10% | −1,000−1.1% | Reduced |
| Daiwa Securities Group Inc. | 89,408 | $5.64M | 0.03% | +8,592+10.6% | Added |
| AdvisorNet Financial, Inc | 89,325 | $5.63M | 0.51% | +76+0.1% | Added |
| Mercer Global Advisors Inc | 89,024 | $5.62M | 0.02% | +7,015+8.6% | Added |
| Bank of Nova Scotia | 87,396 | $5.51M | 0.01% | −5,012−5.4% | Reduced |
| Fiduciary Trust Co | 86,782 | $5.47M | 0.08% | −2,596−2.9% | Reduced |
| JustInvest LLC | 86,604 | $5.44M | 0.10% | +8,475+10.8% | Added |
| Northwest Investment Counselors, LLC | 85,473 | $5.39M | 1.35% | −2,727−3.1% | Reduced |
| Cresset Asset Management, LLC | 84,653 | $5.35M | 0.02% | +25,100+42.1% | Added |
| Regions Financial Corp | 84,675 | $5.34M | 0.04% | −7,626−8.3% | Reduced |
| Welch Group, LLC | 84,512 | $5.33M | 0.26% | +5,154+6.5% | Added |
| Fayez Sarofim & Co | 82,632 | $5.21M | 0.01% | −17,585−17.5% | Reduced |
| Avantax Advisory Services, Inc. | 82,554 | $5.21M | 0.04% | +18,289+28.5% | Added |
| Wealthfront Advisers LLC | 82,280 | $5.19M | 0.02% | −583−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,032 | $5.17M | 0.06% | +1,641+2.0% | Added |
| Polar Capital Holdings Plc | 81,000 | $5.11M | 0.03% | +9,000+12.5% | Added |
| Pegasus Asset Management, Inc. | 80,673 | $5.09M | 1.95% | +608+0.8% | Added |
| Souders Financial Advisors | 80,590 | $5.08M | 0.77% | +1,521+1.9% | Added |
| Legacy CG, LLC | 79,890 | $5.04M | 1.72% | +11,241+16.4% | Added |