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 |
|---|---|---|---|---|---|
| PGGM Investments | 79,724 | $5.03M | 0.07% | −36,795−31.6% | Reduced |
| Point72 (DIFC) Ltd | 79,649 | $5.02M | 0.45% | +79,649 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 79,471 | $5.02M | 0.05% | +8,400+11.8% | Added |
| Private Advisor Group, LLC | 78,184 | $4.93M | 0.03% | +1,267+1.6% | Added |
| Gilman Hill Asset Management, LLC | 78,127 | $4.93M | 0.89% | +911+1.2% | Added |
| Rafferty Asset Management, LLC | 77,013 | $4.86M | 0.02% | +7,536+10.8% | Added |
| Douglass Winthrop Advisors, LLC | 76,970 | $4.86M | 0.10% | +20,982+37.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 76,711 | $4.84M | 0.20% | +4,071+5.6% | Added |
| Candriam Luxembourg S.C.A. | 76,546 | $4.83M | 0.03% | −765−1.0% | Reduced |
| Stephens Inc | 76,008 | $4.79M | 0.07% | −833−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 75,968 | $4.79M | 0.02% | −18,379−19.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 75,896 | $4.79M | 0.10% | −1,621−2.1% | Reduced |
| Clearbridge Investments, LLC | 75,282 | $4.75M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 74,771 | $4.73M | 0.52% | 00.0% | Unchanged |
| Family Capital Trust Co | 74,302 | $4.69M | 1.53% | −1,712−2.3% | Reduced |
| Parsons Capital Management Inc | 73,779 | $4.65M | 0.32% | −532−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 72,578 | $4.58M | 0.08% | +45,556+168.6% | Added |
| Oregon Public Employees Retirement Fund | 71,998 | $4.54M | 0.09% | +610+0.9% | Added |
| Pacer Advisors, Inc. | 71,961 | $4.54M | 0.01% | +12,698+21.4% | Added |
| Snowden Capital Advisors LLC | 70,838 | $4.48M | 0.13% | +411+0.6% | Added |
| Elo Mutual Pension Insurance Co | 69,405 | $4.38M | 0.10% | −4,414−6.0% | Reduced |
| GTS Securities LLC | 69,257 | $4.37M | 0.09% | +69,257 | New |
| J.P. Marvel Investment Advisors, LLC | 68,684 | $4.33M | 0.71% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 68,676 | $4.33M | 0.11% | −325−0.5% | Reduced |
| Sanctuary Advisors, LLC | 70,142 | $4.24M | 0.03% | +70,142 | New |
| Patten Group, Inc. | 67,076 | $4.23M | 1.00% | +217+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 66,688 | $4.21M | 0.04% | −1,830−2.7% | Reduced |
| Puzo Michael J | 66,683 | $4.21M | 1.17% | +34,540+107.5% | Added |
| Dearborn Partners LLC | 66,274 | $4.18M | 0.18% | −558,450−89.4% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $4.17M | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 65,400 | $4.13M | 0.23% | −4,038−5.8% | Reduced |
| Circle Wealth Management, LLC | 64,976 | $4.10M | 0.09% | −593−0.9% | Reduced |
| Maryland State Retirement & Pension System | 64,833 | $4.09M | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 64,675 | $4.08M | 0.07% | −469,891−87.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64,486 | $4.08M | 0.02% | −85,445−57.0% | Reduced |
| Mizuho Securities USA LLC | 64,608 | $4.08M | 0.09% | +64,608 | New |
| Cohen Capital Management, Inc. | 63,834 | $4.03M | 0.69% | 00.0% | Unchanged |
| NBT Bank N A | 63,687 | $4.02M | 0.29% | +7,176+12.7% | Added |
| Daymark Wealth Partners, LLC | 63,564 | $4.01M | 0.18% | +45,295+247.9% | Added |
| CWM, LLC | 63,333 | $4.00M | 0.02% | −617−1.0% | Reduced |
| Kentucky Retirement Systems | 63,144 | $3.98M | 0.12% | −305−0.5% | Reduced |
| Nordea Investment Management AB | 61,638 | $3.95M | 0.00% | −761,316−92.5% | Reduced |
| Canandaigua National Bank & Trust Co | 62,259 | $3.93M | 0.43% | −130−0.2% | Reduced |
| QRG Capital Management, Inc. | 61,760 | $3.90M | 0.05% | +3,469+6.0% | Added |
| UBS Oconnor LLC | 61,600 | $3.89M | 0.11% | +61,600 | New |
| Twin Tree Management, LP | 59,451 | $3.75M | 0.11% | +59,451 | New |
| Tower View Investment Management & Research LLC | 59,406 | $3.75M | 2.15% | +128+0.2% | Added |
| Storebrand Asset Management AS | 59,073 | $3.73M | 0.01% | +4,729+8.7% | Added |
| Toroso Investments, LLC | 58,743 | $3.71M | 0.05% | −15,873−21.3% | Reduced |
| LRI Investments, LLC | 58,736 | $3.71M | 0.42% | +1,327+2.3% | Added |
| MBB Public Markets I LLC | 58,665 | $3.70M | 0.08% | +58,665 | New |
| Synovus Financial Corp | 58,481 | $3.69M | 0.05% | −935−1.6% | Reduced |
| Concentric Capital Strategies, LP | 58,339 | $3.68M | 0.23% | +58,339 | New |
| Broderick Brian C | 58,158 | $3.67M | 0.75% | +37,760+185.1% | Added |
| AMG National Trust Bank | 57,682 | $3.64M | 0.10% | +4,057+7.6% | Added |
| Cohen Klingenstein LLC | 57,282 | $3.61M | 0.13% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 57,033 | $3.60M | 1.51% | −3,724−6.1% | Reduced |
| LSV Asset Management | 56,800 | $3.58M | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 56,727 | $3.58M | 0.02% | −3,683−6.1% | Reduced |
| FIL Ltd | 56,552 | $3.57M | 0.00% | +3,854+7.3% | Added |
| JB Capital LLC | 56,228 | $3.55M | 0.22% | −2,464−4.2% | Reduced |
| Delta Capital Management LLC | 55,915 | $3.53M | 2.13% | −70−0.1% | Reduced |
| Thrivent Financial for Lutherans | 55,593 | $3.51M | 0.01% | +20,031+56.3% | Added |
| RSM US Wealth Management LLC | 56,034 | $3.47M | 0.06% | +33,927+153.5% | Added |
| Evercore Wealth Management, LLC | 54,815 | $3.46M | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 54,727 | $3.45M | 0.03% | −2,400−4.2% | Reduced |
| Huntington National Bank | 54,289 | $3.42M | 0.03% | −2,478−4.4% | Reduced |
| Hartford Investment Management Co | 53,686 | $3.39M | 0.12% | −254−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.34M | 0.08% | −4,910−8.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 52,551 | $3.31M | 0.03% | +10,020+23.6% | Added |
| Oppenheimer & Co Inc | 52,456 | $3.31M | 0.05% | −85,114−61.9% | Reduced |
| Westport Asset Management Inc | 52,400 | $3.31M | 1.65% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 51,706 | $3.26M | 0.01% | −66,056−56.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 51,260 | $3.23M | 0.00% | −2,556−4.7% | Reduced |
| Kidder Stephen W | 49,785 | $3.14M | 0.98% | +24,210+94.7% | Added |
| Paloma Partners Management Co | 49,728 | $3.14M | 0.27% | +49,728 | New |
| Andrew Hill Investment Advisors, Inc. | 49,701 | $3.14M | 2.60% | −12,024−19.5% | Reduced |
| Silvercrest Asset Management Group LLC | 49,500 | $3.12M | 0.02% | +1,708+3.6% | Added |
| Empowered Funds, LLC | 49,105 | $3.10M | 0.05% | +3,345+7.3% | Added |
| Heritage Investors Management Corp | 48,440 | $3.06M | 0.11% | −1,342−2.7% | Reduced |
| Securian Asset Management, Inc | 48,182 | $3.04M | 0.09% | −1,027−2.1% | Reduced |
| UniSuper Management Pty Ltd | 48,005 | $3.03M | 0.03% | +21,415+80.5% | Added |
| Brasada Capital Management, LP | 45,369 | $3.01M | 0.53% | +1,493+3.4% | Added |
| Louisiana State Employees Retirement System | 47,400 | $2.99M | 0.06% | −1,200−2.5% | Reduced |
| Prio Wealth Limited Partnership | 47,244 | $2.98M | 0.09% | −162−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 47,159 | $2.97M | 0.22% | 00.0% | Unchanged |
| Argent Trust Co | 46,744 | $2.95M | 0.13% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 46,588 | $2.94M | 0.25% | −40−0.1% | Reduced |
| North Star Investment Management Corp. | 46,200 | $2.91M | 0.21% | −100−0.2% | Reduced |
| Wesbanco Bank Inc | 46,031 | $2.90M | 0.11% | +36+0.1% | Added |
| L & S Advisors Inc | 46,018 | $2.90M | 0.33% | +46,018 | New |
| Olstein Capital Management, L.P. | 46,000 | $2.90M | 0.52% | −27,000−37.0% | Reduced |
| Ieq Capital, LLC | 45,872 | $2.89M | 0.04% | +2,981+7.0% | Added |
| Essex Financial Services, Inc. | 44,833 | $2.89M | 0.21% | +5,086+12.8% | Added |
| Bleakley Financial Group, LLC | 45,427 | $2.87M | 0.08% | −3,642−7.4% | Reduced |
| Simplicity Wealth,LLC | 45,191 | $2.85M | 0.06% | −3,781−7.7% | Reduced |
| Venture Visionary Partners LLC | 45,172 | $2.85M | 0.13% | −10.0% | Reduced |
| Cacti Asset Management LLC | 43,490 | $2.75M | 0.22% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 42,718 | $2.69M | 0.03% | −5,250−10.9% | Reduced |
| Atria Investments LLC | 42,513 | $2.68M | 0.03% | −16,173−27.6% | Reduced |