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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 42,317 | $2.67M | 0.09% | 00.0% | Unchanged |
| FORA Capital, LLC | 42,274 | $2.67M | 0.33% | +42,274 | New |
| Mandatum Life Insurance Co Ltd | 41,975 | $2.65M | 0.89% | −1,450−3.3% | Reduced |
| CIBC World Markets Inc. | 41,821 | $2.64M | 0.01% | +11,472+37.8% | Added |
| Crossmark Global Holdings, Inc. | 41,733 | $2.63M | 0.05% | −23,840−36.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 41,517 | $2.62M | 0.00% | −35,658−46.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 41,477 | $2.62M | 0.07% | −757−1.8% | Reduced |
| Colony Group, LLC | 41,308 | $2.61M | 0.01% | +7,693+22.9% | Added |
| Bensler, LLC | 41,167 | $2.60M | 0.35% | −209−0.5% | Reduced |
| Banque Cantonale Vaudoise | 41,147 | $2.60M | 0.10% | −22,265−35.1% | Reduced |
| Sargent Investment Group, LLC | 41,014 | $2.59M | 0.53% | −3,175−7.2% | Reduced |
| ClariVest Asset Management LLC | 40,894 | $2.58M | 0.26% | −350−0.8% | Reduced |
| Walleye Trading LLC | 40,797 | $2.57M | 0.05% | +40,351+9,047.3% | Added |
| Brinker Capital Investments, LLC | 40,776 | $2.57M | 0.03% | −232−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 40,776 | $2.57M | 0.03% | −232−0.6% | Reduced |
| Allianz SE | 40,694 | $2.57M | 0.08% | 00.0% | Unchanged |
| Aurora Investment Counsel | 40,596 | $2.56M | 1.50% | +113+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 40,296 | $2.54M | 0.00% | +884+2.2% | Added |
| Lifeworks Advisors, LLC | 40,167 | $2.53M | 0.71% | +40,167 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.52M | 0.57% | 00.0% | Unchanged |
| Change Path, LLC | 39,330 | $2.48M | 0.13% | −3,625−8.4% | Reduced |
| Monarch Capital Management Inc | 39,161 | $2.48M | 0.73% | −213−0.5% | Reduced |
| Pinnacle Associates Ltd | 39,119 | $2.47M | 0.04% | −230−0.6% | Reduced |
| Trust Co of Vermont | 38,831 | $2.45M | 0.13% | +225+0.6% | Added |
| Poehling Capital Management, LLC | 38,703 | $2.44M | 0.67% | −306−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,487 | $2.43M | 0.04% | +5,811+17.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,099 | $2.41M | 0.66% | 00.0% | Unchanged |
| Selway Asset Management | 37,717 | $2.38M | 0.97% | +650+1.8% | Added |
| MAI Capital Management | 37,682 | $2.38M | 0.02% | −869−2.3% | Reduced |
| Merit Financial Group, LLC | 37,567 | $2.37M | 0.05% | +1,259+3.5% | Added |
| Sciencast Management LP | 37,362 | $2.36M | 0.82% | +37,362 | New |
| New England Research & Management, Inc. | 37,275 | $2.35M | 1.13% | +3,725+11.1% | Added |
| Perigon Wealth Management, LLC | 36,818 | $2.32M | 0.07% | −296−0.8% | Reduced |
| Hoylecohen, LLC | 36,216 | $2.28M | 0.17% | +544+1.5% | Added |
| United Capital Financial Advisers, LLC | 36,062 | $2.27M | 0.02% | +982+2.8% | Added |
| Public Sector Pension Investment Board | 35,885 | $2.26M | 0.01% | +13,385+59.5% | Added |
| Illinois Municipal Retirement Fund | 35,501 | $2.24M | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 35,295 | $2.23M | 0.01% | +13,064+58.8% | Added |
| Lee Danner & Bass Inc | 35,374 | $2.23M | 0.17% | +35,374 | New |
| GWM Advisors LLC | 35,001 | $2.21M | 0.02% | +1,058+3.1% | Added |
| Whittier Trust Co | 34,945 | $2.20M | 0.03% | −57−0.2% | Reduced |
| Lazard Asset Management LLC | 34,759 | $2.19M | 0.00% | +34,759 | New |
| E. Ohman J:or Asset Management AB | 34,400 | $2.17M | 0.05% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 34,291 | $2.16M | 0.01% | −73−0.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,000 | $2.14M | 0.33% | +3,000+9.7% | Added |
| Metis Global Partners, LLC | 33,902 | $2.14M | 0.07% | −721−2.1% | Reduced |
| Delta Financial Advisors LLC | 33,645 | $2.12M | 0.82% | −135−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,342 | $2.10M | 0.01% | +10,744+47.5% | Added |
| Pacific Global Investment Management CO | 33,048 | $2.08M | 0.40% | +1,821+5.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 32,773 | $2.07M | 0.01% | −352−1.1% | Reduced |
| Raymond James Trust N.A. | 32,728 | $2.06M | 0.05% | −836−2.5% | Reduced |
| Blue Square Asset Management, LLC | 32,646 | $2.06M | 1.20% | +292+0.9% | Added |
| Notis-McConarty Edward | 32,433 | $2.05M | 0.80% | +15,953+96.8% | Added |
| Savant Capital, LLC | 32,408 | $2.04M | 0.02% | +162+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 31,971 | $2.02M | 0.03% | −1,043−3.2% | Reduced |
| South Dakota Investment Council | 32,028 | $2.02M | 0.04% | −1,888−5.6% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $2.01M | 1.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,738 | $2.00M | 0.02% | −2,333−6.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 28,520 | $2.00M | 0.01% | −20,229−41.5% | Reduced |
| AQR Capital Management LLC | 31,166 | $1.97M | 0.00% | −42,648−57.8% | Reduced |
| Aureus Asset Management, LLC | 31,159 | $1.97M | 0.14% | −348−1.1% | Reduced |
| NEOS Investment Management LLC | 31,024 | $1.96M | 0.08% | +9,960+47.3% | Added |
| Headinvest, LLC | 30,887 | $1.95M | 0.38% | −500−1.6% | Reduced |
| HighPoint Advisor Group LLC | 28,827 | $1.94M | 0.12% | −392−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 30,669 | $1.93M | 0.06% | +4,904+19.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,510 | $1.92M | 0.02% | −5,636−15.6% | Reduced |
| Farmers & Merchants Investments Inc | 30,481 | $1.92M | 0.06% | −44,281−59.2% | Reduced |
| Value Partners Investments Inc. | 30,342 | $1.91M | 0.17% | +3,023+11.1% | Added |
| TD Waterhouse Canada Inc. | 30,593 | $1.90M | 0.02% | −110−0.4% | Reduced |
| HB Wealth Management, LLC | 29,951 | $1.89M | 0.02% | +2,044+7.3% | Added |
| Norinchukin Bank, The | 29,803 | $1.88M | 0.05% | +879+3.0% | Added |
| Glenview Trust Co | 29,462 | $1.86M | 0.04% | −240−0.8% | Reduced |
| Clearstead Advisors, LLC | 29,423 | $1.86M | 0.03% | +11,630+65.4% | Added |
| Holderness Investments Co | 29,302 | $1.85M | 0.44% | −250−0.8% | Reduced |
| Nia Impact Advisors, LLC | 28,951 | $1.83M | 0.66% | +1,250+4.5% | Added |
| Barden Capital Management, Inc. | 28,909 | $1.82M | 1.72% | +49+0.2% | Added |
| Azzad Asset Management Inc | 28,678 | $1.81M | 0.21% | +40+0.1% | Added |
| Dakota Wealth Management | 28,668 | $1.81M | 0.04% | +320+1.1% | Added |
| Kinneret Advisory, LLC | 28,395 | $1.80M | 0.17% | +8,705+44.2% | Added |
| Van Hulzen Asset Management, LLC | 28,465 | $1.80M | 0.12% | +890+3.2% | Added |
| Financial Advocates Investment Management | 28,375 | $1.79M | 0.11% | −69−0.2% | Reduced |
| Empirical Finance, LLC | 28,186 | $1.78M | 0.11% | −2,009−6.7% | Reduced |
| FineMark National Bank & Trust | 28,144 | $1.78M | 0.07% | −827−2.9% | Reduced |
| Gotham Asset Management, LLC | 28,042 | $1.77M | 0.02% | −32,935−54.0% | Reduced |
| Omers Administration Corp | 27,942 | $1.76M | 0.02% | +27,942 | New |
| Assenagon Asset Management S.A. | 27,908 | $1.76M | 0.00% | −34,339−55.2% | Reduced |
| Cornerstone Advisors, LLC | 27,700 | $1.75M | 0.07% | −1,900−6.4% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $1.74M | 0.10% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 27,575 | $1.74M | 0.41% | +4,373+18.8% | Added |
| Guggenheim Capital LLC | 27,519 | $1.74M | 0.01% | −304−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,027 | $1.70M | 0.12% | −544−2.0% | Reduced |
| Sabal Trust CO | 26,927 | $1.70M | 0.10% | +7,158+36.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,667 | $1.68M | 0.04% | +155+0.6% | Added |
| Johnson Investment Counsel Inc | 26,608 | $1.68M | 0.02% | +221+0.8% | Added |
| Two Sigma Investments, LP | 26,400 | $1.67M | 0.00% | −91,900−77.7% | Reduced |
| Moors & Cabot, Inc. | 26,370 | $1.66M | 0.09% | +259+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 26,166 | $1.65M | 0.03% | −1,995−7.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.64M | 0.20% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 25,836 | $1.63M | 0.06% | −636−2.4% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.63M | 0.06% | 00.0% | Unchanged |