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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 25,647 | $1.62M | 0.71% | −255−1.0% | Reduced |
| Veriti Management LLC | 25,483 | $1.61M | 0.10% | +4,027+18.8% | Added |
| Schnieders Capital Management LLC | 25,440 | $1.60M | 0.32% | +6,378+33.5% | Added |
| Central Trust Co | 25,283 | $1.59M | 0.04% | −453−1.8% | Reduced |
| Everence Capital Management Inc | 25,890 | $1.59M | 0.11% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 24,908 | $1.57M | 1.10% | −88−0.4% | Reduced |
| United Services Automobile Association | 24,895 | $1.57M | 0.04% | −1,863−7.0% | Reduced |
| Principle Wealth Partners LLC | 24,817 | $1.57M | 0.12% | +69+0.3% | Added |
| Jump Financial, LLC | 24,431 | $1.54M | 0.03% | +12,481+104.4% | Added |
| Bessemer Group Inc | 24,167 | $1.52M | 0.00% | −1,343−5.3% | Reduced |
| Woodstock Corp | 23,822 | $1.50M | 0.15% | −525−2.2% | Reduced |
| CAPROCK Group, Inc. | 23,715 | $1.50M | 0.06% | +1,762+8.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,172 | $1.46M | 0.15% | −533−2.2% | Reduced |
| Bridges Investment Management Inc | 23,036 | $1.45M | 0.02% | +1,640+7.7% | Added |
| Greenleaf Trust | 22,948 | $1.45M | 0.01% | +175+0.8% | Added |
| Curbstone Financial Management Corp | 22,868 | $1.44M | 0.31% | −200−0.9% | Reduced |
| Burney Co | 22,852 | $1.44M | 0.06% | −1,055−4.4% | Reduced |
| Lido Advisors, LLC | 22,755 | $1.44M | 0.01% | +2,111+10.2% | Added |
| Squarepoint Ops LLC | 22,708 | $1.43M | 0.01% | −71,704−75.9% | Reduced |
| Hartford Financial Management Inc. | 22,566 | $1.42M | 0.31% | +30.0% | Added |
| Trueblood Wealth Management, LLC | 22,466 | $1.42M | 0.80% | +109+0.5% | Added |
| Pearl River Capital, LLC | 22,345 | $1.41M | 0.22% | +9,649+76.0% | Added |
| Quantum Private Wealth, LLC | 22,317 | $1.41M | 0.50% | +746+3.5% | Added |
| Integrated Wealth Concepts LLC | 22,294 | $1.41M | 0.02% | −365−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,201 | $1.40M | 0.07% | +733+3.4% | Added |
| Quantinno Capital Management LP | 22,084 | $1.39M | 0.03% | +4,113+22.9% | Added |
| Summit Trail Advisors, LLC | 21,847 | $1.38M | 0.04% | +4,557+26.4% | Added |
| Garrison Point Advisors, LLC | 21,850 | $1.38M | 0.91% | −125−0.6% | Reduced |
| Modera Wealth Management, LLC | 21,756 | $1.37M | 0.02% | +809+3.9% | Added |
| XTX Topco Ltd | 21,754 | $1.37M | 0.12% | +4,747+27.9% | Added |
| Neville Rodie & Shaw Inc | 21,558 | $1.36M | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 21,528 | $1.36M | 0.07% | −77−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 21,353 | $1.35M | 0.23% | −1,456−6.4% | Reduced |
| Lake Street Advisors Group, LLC | 21,308 | $1.35M | 0.06% | −703−3.2% | Reduced |
| Delaney Dennis R | 21,361 | $1.35M | 0.73% | +11,381+114.0% | Added |
| Meeder Advisory Services, Inc. | 21,331 | $1.35M | 0.10% | +5,554+35.2% | Added |
| Wetherby Asset Management Inc | 21,323 | $1.35M | 0.06% | −816−3.7% | Reduced |
| Apollon Wealth Management, LLC | 21,277 | $1.34M | 0.04% | −3,692−14.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 21,192 | $1.34M | 0.57% | +21,192 | New |
| KCM Investment Advisors LLC | 21,066 | $1.33M | 0.05% | +68+0.3% | Added |
| Resources Investment Advisors, LLC. | 20,992 | $1.32M | 0.02% | +3,542+20.3% | Added |
| Park Avenue Securities LLC | 20,887 | $1.32M | 0.02% | −1,195−5.4% | Reduced |
| SpiderRock Advisors, LLC | 20,731 | $1.31M | 0.03% | +794+4.0% | Added |
| Stratos Wealth Partners, LTD. | 20,657 | $1.30M | 0.02% | −46,309−69.2% | Reduced |
| Griffin Asset Management, Inc. | 20,547 | $1.30M | 0.15% | +20,547 | New |
| Wedmont Private Capital | 19,634 | $1.30M | 0.08% | −630−3.1% | Reduced |
| Salem Investment Counselors Inc | 20,418 | $1.29M | 0.04% | −714−3.4% | Reduced |
| Dempze Nancy E | 20,185 | $1.27M | 0.87% | +9,790+94.2% | Added |
| Personal Cfo Solutions, LLC | 20,148 | $1.27M | 0.20% | +7,537+59.8% | Added |
| Abbrea Capital, LLC | 19,982 | $1.26M | 0.17% | −24−0.1% | Reduced |
| Virtu Financial LLC | 20,038 | $1.26M | 0.09% | +20,038 | New |
| Lazard Freres Gestion S.A.S. | 19,965 | $1.26M | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 19,861 | $1.25M | 0.03% | −16,263−45.0% | Reduced |
| Signaturefd, LLC | 19,439 | $1.23M | 0.02% | +3,338+20.7% | Added |
| Beese Fulmer Investment Management, Inc. | 19,395 | $1.22M | 0.11% | −41−0.2% | Reduced |
| Bollard Group LLC | 19,371 | $1.22M | 0.03% | +27+0.1% | Added |
| First Manhattan Co | 19,128 | $1.21M | 0.00% | −2,168−10.2% | Reduced |
| Jones Financial Companies LLLP | 19,181 | $1.21M | 0.00% | +13,341+228.4% | Added |
| Kraematon Investment Advisors, Inc | 19,160 | $1.21M | 1.23% | −341−1.7% | Reduced |
| AXS Investments LLC | 19,117 | $1.21M | 0.34% | −17,595−47.9% | Reduced |
| Lipe & Dalton | 19,106 | $1.21M | 0.65% | −74−0.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.20M | 0.22% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 18,986 | $1.20M | 0.88% | −135−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,757 | $1.18M | 0.11% | +4,195+28.8% | Added |
| Patten & Patten Inc | 18,724 | $1.18M | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 18,294 | $1.16M | 0.06% | +1,139+6.6% | Added |
| Kestra Private Wealth Services, LLC | 18,114 | $1.14M | 0.02% | −14−0.1% | Reduced |
| Investment Management Corp of Ontario | 18,014 | $1.14M | 0.03% | +5,000+38.4% | Added |
| Romano Brothers and Company | 17,887 | $1.13M | 0.16% | −6,900−27.8% | Reduced |
| Roberts Glore & Co Inc | 17,861 | $1.13M | 0.34% | −25−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,773 | $1.12M | 0.01% | +17,773 | New |
| Wendell David Associates Inc | 17,668 | $1.11M | 0.11% | −350−1.9% | Reduced |
| Parallel Advisors, LLC | 17,656 | $1.11M | 0.03% | +1,103+6.7% | Added |
| First Hawaiian Bank | 17,326 | $1.09M | 0.04% | −1,225−6.6% | Reduced |
| Cascade Investment Advisors, Inc. | 17,128 | $1.08M | 0.73% | +135+0.8% | Added |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.07M | 0.13% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 16,877 | $1.06M | 0.32% | +70+0.4% | Added |
| Pitcairn Co | 16,870 | $1.06M | 0.06% | +951+6.0% | Added |
| Jefferies Financial Group Inc. | 16,849 | $1.06M | 0.02% | −6,891−29.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,620 | $1.05M | 0.00% | −86,988−84.0% | Reduced |
| Massachusetts Wealth Management | 16,375 | $1.03M | 0.69% | +4,875+42.4% | Added |
| Vident Advisory, LLC | 16,323 | $1.03M | 0.03% | +5,673+53.3% | Added |
| NorthRock Partners, LLC | 15,910 | $1.01M | 0.04% | +376+2.4% | Added |
| Qsemble Capital Management, LP | 15,835 | $998.9K | 0.19% | +15,835 | New |
| Baldwin Investment Management, LLC | 15,765 | $994.5K | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,751 | $994.0K | 0.01% | −4,810−23.4% | Reduced |
| Crestwood Advisors Group LLC | 15,436 | $973.7K | 0.02% | −3,263−17.5% | Reduced |
| Laurion Capital Management LP | 15,361 | $969.0K | 0.03% | +15,361 | New |
| Buffington Mohr McNeal | 15,346 | $968.0K | 0.17% | −2,000−11.5% | Reduced |
| Brendel Financial Advisors LLC | 15,341 | $968.0K | 0.62% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 15,307 | $965.6K | 0.52% | 00.0% | Unchanged |
| Vestcor Inc | 15,267 | $963.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,204 | $959.1K | 0.11% | −180−1.2% | Reduced |
| V-Square Quantitative Management LLC | 15,173 | $957.1K | 0.16% | −756−4.7% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $955.7K | 0.67% | 00.0% | Unchanged |
| BNP Paribas | 15,101 | $952.5K | 0.05% | −9,554−38.8% | Reduced |
| Kingsview Wealth Management, LLC | 15,049 | $949.3K | 0.02% | +1,183+8.5% | Added |
| Montag A & Associates Inc | 14,991 | $948.5K | 0.05% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 15,033 | $948.3K | 0.43% | −245−1.6% | Reduced |
| Citizens Financial Group Inc | 15,007 | $946.6K | 0.02% | +3,791+33.8% | Added |