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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 14,943 | $942.6K | 0.00% | −4,992−25.0% | Reduced |
| Sawgrass Asset Management LLC | 14,812 | $934.3K | 0.10% | +38+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 14,723 | $928.7K | 0.04% | −1,066−6.8% | Reduced |
| Charter Trust Co | 14,719 | $928.5K | 0.06% | +315+2.2% | Added |
| Horizon Investments, LLC | 14,712 | $928.0K | 0.03% | +124+0.9% | Added |
| Knowledge Leaders Capital, LLC | 14,705 | $927.6K | 2.20% | −759−4.9% | Reduced |
| Flputnam Investment Management Co | 14,686 | $926.4K | 0.02% | −1,205−7.6% | Reduced |
| Ballentine Partners, LLC | 14,681 | $926.1K | 0.02% | +1,157+8.6% | Added |
| EP Wealth Advisors, LLC | 14,589 | $920.3K | 0.01% | +3,344+29.7% | Added |
| ELCO Management Co., LLC | 14,551 | $917.9K | 0.53% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 14,483 | $913.6K | 0.03% | +146+1.0% | Added |
| National Asset Management, Inc. | 14,405 | $911.4K | 0.02% | −26,024−64.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,448 | $911.4K | 0.01% | +298+2.1% | Added |
| GLOBALT Investments LLC | 14,395 | $908.0K | 0.04% | −321−2.2% | Reduced |
| Ar Asset Management Inc | 14,400 | $908.0K | 0.22% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 14,376 | $906.8K | 0.04% | −356−2.4% | Reduced |
| Advisory Services Network, LLC | 14,359 | $905.7K | 0.02% | +816+6.0% | Added |
| Acadian Asset Management LLC | 14,332 | $903.0K | 0.00% | +14,332 | New |
| Groesbeck Investment Management Corp | 14,286 | $901.0K | 1.25% | +2,987+26.4% | Added |
| City Holding Co | 14,208 | $896.2K | 0.13% | −180−1.3% | Reduced |
| Trust Co of Toledo NA | 14,129 | $891.3K | 0.13% | −10−0.1% | Reduced |
| Wedbush Securities Inc | 14,082 | $888.0K | 0.03% | −1,786−11.3% | Reduced |
| Axxcess Wealth Management, LLC | 14,034 | $885.3K | 0.02% | −583−4.0% | Reduced |
| Choate Investment Advisors | 13,976 | $881.6K | 0.02% | −72−0.5% | Reduced |
| Estabrook Capital Management | 13,972 | $881.4K | 0.14% | −275−1.9% | Reduced |
| Excalibur Management Corp | 13,966 | $881.0K | 0.36% | +22+0.2% | Added |
| Diversified Trust Co | 13,906 | $877.2K | 0.02% | +3,137+29.1% | Added |
| Boston Private Wealth LLC | 13,744 | $867.0K | 0.02% | −1,443−9.5% | Reduced |
| Frank, Rimerman Advisors LLC | 13,702 | $864.3K | 0.06% | +13,677+54,708.0% | Added |
| Prudential PLC | 13,699 | $864.1K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 13,626 | $859.5K | 0.11% | −150−1.1% | Reduced |
| Hohimer Wealth Management, LLC | 13,617 | $859.0K | 0.20% | −95−0.7% | Reduced |
| 1858 Wealth Management, LLC | 13,543 | $854.3K | 0.71% | −213−1.5% | Reduced |
| Profund Advisors LLC | 13,541 | $854.2K | 0.03% | −148−1.1% | Reduced |
| Amussen Hunsaker Associates LLC | 13,701 | $853.9K | 0.14% | −20−0.1% | Reduced |
| Bank of Hawaii | 13,476 | $850.1K | 0.04% | +1,767+15.1% | Added |
| Valley Brook Capital Group | 13,468 | $849.6K | 0.66% | +50+0.4% | Added |
| Waterford Advisors, LLC | 13,381 | $844.1K | 0.35% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 13,210 | $841.7K | 0.01% | +610+4.8% | Added |
| Maxi Investments CY Ltd | 13,318 | $840.0K | 0.19% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,097 | $826.2K | 0.01% | +650+5.2% | Added |
| Mesirow Financial Investment Management, Inc. | 13,085 | $825.9K | 0.02% | −799−5.8% | Reduced |
| N.E.W. Advisory Services LLC | 13,081 | $825.2K | 0.09% | +105+0.8% | Added |
| Benedict Financial Advisors Inc | 13,036 | $822.3K | 0.21% | +61+0.5% | Added |
| GYL Financial Synergies, LLC | 13,001 | $820.1K | 0.06% | +40.0% | Added |
| Harbor Advisors LLC | 13,000 | $820.0K | 0.15% | 00.0% | Unchanged |
| Umb Bank N A | 12,944 | $816.5K | 0.01% | +119+0.9% | Added |
| D. E. Shaw & Co., Inc. | 12,918 | $814.9K | 0.00% | −288,808−95.7% | Reduced |
| Chicago Capital, LLC | 12,905 | $814.0K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 12,969 | $809.6K | 0.15% | +12,969 | New |
| Two Sigma Advisers, LP | 12,800 | $807.4K | 0.00% | −75,200−85.5% | Reduced |
| Curated Wealth Partners LLC | 12,800 | $807.4K | 0.11% | +12,800 | New |
| Auto-Owners Insurance Co | 12,787 | $806.6K | 0.02% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 12,732 | $803.1K | 0.92% | +12,732 | New |
| Bragg Financial Advisors, Inc | 12,697 | $800.9K | 0.04% | +120+1.0% | Added |
| GeoWealth Management, LLC | 12,652 | $798.1K | 0.03% | +414+3.4% | Added |
| Werlinich Asset Management, LLC | 12,598 | $796.6K | 0.50% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,614 | $795.7K | 0.09% | −175−1.4% | Reduced |
| Means Investment Co., Inc. | 12,584 | $793.8K | 0.09% | −237−1.8% | Reduced |
| Intellectus Partners, LLC | 12,540 | $793.4K | 0.22% | +12+0.1% | Added |
| CX Institutional | 12,567 | $792.7K | 0.04% | +4,185+49.9% | Added |
| Everett Harris & Co | 12,538 | $790.9K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,333 | $778.0K | 0.00% | −1,097−8.2% | Reduced |
| Meridian Management Co | 12,317 | $777.0K | 0.21% | −40−0.3% | Reduced |
| Ci Investments Inc. | 12,296 | $776.0K | 0.00% | −302−2.4% | Reduced |
| Sigma Planning Corp | 12,180 | $768.4K | 0.02% | −6,514−34.8% | Reduced |
| Quadrant Capital Group LLC | 12,169 | $767.7K | 0.06% | −146−1.2% | Reduced |
| Ingalls & Snyder LLC | 12,165 | $767.0K | 0.03% | −95−0.8% | Reduced |
| Roundview Capital LLC | 12,156 | $766.8K | 0.06% | +12,156 | New |
| Nomura Holdings Inc | 12,124 | $764.8K | 0.00% | −47,815−79.8% | Reduced |
| Soltis Investment Advisors LLC | 12,115 | $764.2K | 0.08% | +303+2.6% | Added |
| Geller Advisors LLC | 12,063 | $763.2K | 0.06% | −60.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 12,080 | $762.0K | 0.02% | −5,132−29.8% | Reduced |
| Valeo Financial Advisors, LLC | 12,065 | $761.1K | 0.02% | −444−3.5% | Reduced |
| Handelsbanken Fonder AB | 12,065 | $761.0K | 0.00% | −529,185−97.8% | Reduced |
| Arkadios Wealth Advisors | 12,040 | $759.5K | 0.05% | +1,498+14.2% | Added |
| Moneta Group Investment Advisors LLC | 11,992 | $756.5K | 0.01% | +1,183+10.9% | Added |
| Cidel Asset Management Inc | 11,947 | $753.6K | 0.06% | +2,277+23.5% | Added |
| Pettyjohn, Wood & White, Inc | 11,938 | $753.0K | 0.15% | +78+0.7% | Added |
| Columbia Asset Management | 11,901 | $751.0K | 0.14% | −102−0.8% | Reduced |
| nVerses Capital, LLC | 11,900 | $750.7K | 0.45% | +8,700+271.9% | Added |
| Foster & Motley Inc | 11,837 | $747.0K | 0.05% | −784−6.2% | Reduced |
| Lindbrook Capital, LLC | 11,810 | $745.0K | 0.07% | +236+2.0% | Added |
| Vista Investment Partners LLC | 11,798 | $744.2K | 0.25% | +11,798 | New |
| Freestone Capital Holdings, LLC | 11,795 | $744.0K | 0.03% | +242+2.1% | Added |
| TCW Group Inc | 11,762 | $741.9K | 0.01% | +219+1.9% | Added |
| Aigen Investment Management, LP | 11,574 | $730.1K | 0.14% | +6,401+123.7% | Added |
| Avestar Capital, LLC | 11,514 | $726.3K | 0.08% | +529+4.8% | Added |
| Core Wealth Partners LLC | 11,471 | $723.6K | 0.49% | −997−8.0% | Reduced |
| Vise Technologies, Inc. | 11,363 | $716.8K | 0.13% | −365−3.1% | Reduced |
| Allred Capital Management, LLC | 11,314 | $713.7K | 0.27% | −86−0.8% | Reduced |
| Burns J W & Co Inc | 11,232 | $708.5K | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,212 | $707.3K | 0.10% | +1,270+12.8% | Added |
| Ledyard National Bank | 11,129 | $702.0K | 0.07% | +8+0.1% | Added |
| Eagle Asset Management Inc | 11,328 | $701.2K | 0.00% | +1,659+17.2% | Added |
| Grimes & Company, Inc. | 11,094 | $699.8K | 0.02% | −71−0.6% | Reduced |
| Dover Advisors, LLC | 11,012 | $694.6K | 0.43% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,012 | $694.6K | 0.10% | +5,531+100.9% | Added |
| Simmons Bank | 10,980 | $692.6K | 0.05% | +95+0.9% | Added |
| Busey Wealth Management | 10,973 | $692.2K | 0.02% | +420+4.0% | Added |