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 |
|---|---|---|---|---|---|
| Shayne & Co., LLC | 10,779 | $679.9K | 0.19% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,750 | $678.1K | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $677.0K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,731 | $676.9K | 0.06% | +36+0.3% | Added |
| Compass Wealth Management LLC | 10,651 | $671.9K | 0.17% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 10,534 | $670.0K | 0.36% | −344−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 10,587 | $667.8K | 0.12% | −80−0.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,544 | $665.1K | 0.02% | +6,972+195.2% | Added |
| Investment Advisory Services Inc | 10,527 | $664.0K | 0.24% | −441−4.0% | Reduced |
| Mather Group, LLC. | 11,417 | $663.7K | 0.01% | +4,130+56.7% | Added |
| First Citizens Bank & Trust Co | 10,483 | $661.3K | 0.01% | +138+1.3% | Added |
| Allworth Financial LP | 9,956 | $659.5K | 0.00% | +1,123+12.7% | Added |
| Groupama Asset Managment | 20,846 | $658.9K | 0.01% | +10,423+100.0% | Added |
| Community Bank, N.A. | 10,400 | $656.0K | 0.09% | −100−1.0% | Reduced |
| Fractal Investments LLC | 10,316 | $650.7K | 0.11% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,313 | $650.5K | 0.10% | −126−1.2% | Reduced |
| Aull & Monroe Investment Management Corp | 10,309 | $650.3K | 0.32% | −125−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,304 | $650.0K | 0.05% | +10,304 | New |
| Warren Averett Asset Management, LLC | 10,272 | $648.0K | 0.01% | +4,876+90.4% | Added |
| Beck Capital Management, LLC | 10,211 | $644.1K | 0.18% | +50.0% | Added |
| Bull Street Advisors, LLC | 10,202 | $644.0K | 0.31% | −145−1.4% | Reduced |
| International Assets Investment Management, LLC | 10,197 | $643.2K | 0.06% | −112−1.1% | Reduced |
| Boston Trust Walden Corp | 10,187 | $642.6K | 0.00% | −300−2.9% | Reduced |
| Plato Investment Management Ltd | 10,183 | $642.3K | 0.06% | −16,198−61.4% | Reduced |
| Moody National Bank Trust Division | 10,087 | $636.3K | 0.05% | +639+6.8% | Added |
| Provenance Wealth Advisors, LLC | 10,053 | $634.1K | 0.09% | −35−0.3% | Reduced |
| Trust Co of Virginia | 10,048 | $633.8K | 0.06% | −235−2.3% | Reduced |
| Webster Bank, N. A. | 10,014 | $631.7K | 0.07% | −2,250−18.3% | Reduced |
| Canal Insurance CO | 10,000 | $631.0K | 0.17% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $631.0K | 0.17% | 00.0% | Unchanged |
| Hartline Investment Corp | 9,989 | $630.1K | 0.08% | +9,989 | New |
| Graypoint LLC | 9,985 | $629.9K | 0.04% | +504+5.3% | Added |
| Verdence Capital Advisors LLC | 9,955 | $628.0K | 0.06% | −501−4.8% | Reduced |
| Forte Capital LLC | 9,926 | $626.2K | 0.08% | −1,275−11.4% | Reduced |
| First City Capital Management, Inc. | 9,887 | $623.7K | 0.35% | −650−6.2% | Reduced |
| Carret Asset Management, LLC | 9,878 | $623.1K | 0.07% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 9,829 | $621.9K | 0.05% | +118+1.2% | Added |
| Legacy Capital Group California, Inc. | 9,784 | $617.2K | 0.22% | −61−0.6% | Reduced |
| TownSquare Capital, LLC | 9,729 | $613.7K | 0.01% | −11,043−53.2% | Reduced |
| River Wealth Advisors LLC | 9,712 | $612.6K | 0.09% | −470−4.6% | Reduced |
| Boyd Watterson Asset Management LLC | 9,603 | $605.7K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,588 | $605.3K | 0.02% | +470+5.2% | Added |
| WBI Investments | 9,582 | $604.4K | 0.15% | −20,841−68.5% | Reduced |
| Fiduciary Group LLC | 9,573 | $603.9K | 0.06% | +10+0.1% | Added |
| Advisor OS, LLC | 9,524 | $600.8K | 0.07% | +252+2.7% | Added |
| Cullinan Associates Inc | 9,500 | $599.3K | 0.03% | +20.0% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $598.5K | 0.05% | 00.0% | Unchanged |
| Little House Capital LLC | 9,358 | $590.3K | 0.18% | +407+4.5% | Added |
| Great Valley Advisor Group, Inc. | 9,287 | $586.2K | 0.02% | −89−0.9% | Reduced |
| Courier Capital LLC | 9,221 | $581.6K | 0.05% | −350−3.7% | Reduced |
| Venturi Wealth Management, LLC | 9,199 | $580.3K | 0.03% | +9,036+5,543.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,150 | $577.2K | 0.12% | +9,150 | New |
| Sky Investment Group LLC | 9,132 | $576.0K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,123 | $575.5K | 0.02% | −2,858−23.9% | Reduced |
| Checchi Capital Advisers, LLC | 9,121 | $575.4K | 0.05% | +221+2.5% | Added |
| Monterey Private Wealth, Inc. | 9,060 | $571.5K | 0.21% | +10.0% | Added |
| Boston Financial Mangement LLC | 9,058 | $571.4K | 0.02% | −231−2.5% | Reduced |
| AE Wealth Management LLC | 9,026 | $569.3K | 0.01% | +2,115+30.6% | Added |
| Beck Mack & Oliver LLC | 9,024 | $569.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 8,918 | $562.5K | 0.06% | −792−8.2% | Reduced |
| Penserra Capital Management LLC | 8,886 | $560.0K | 0.01% | −122−1.4% | Reduced |
| Barnett & Company, Inc. | 8,871 | $559.6K | 0.40% | −600−6.3% | Reduced |
| Bard Financial Services, Inc. | 8,860 | $558.9K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8,847 | $558.1K | 0.12% | +174+2.0% | Added |
| HBK Sorce Advisory LLC | 8,843 | $558.0K | 0.02% | −1,169−11.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,818 | $556.2K | 0.02% | −219−2.4% | Reduced |
| Catalytic Wealth RIA, LLC | 8,796 | $554.9K | 0.11% | −628−6.7% | Reduced |
| 1st Source Bank | 8,768 | $553.1K | 0.03% | +10+0.1% | Added |
| Cigna Investments Inc | 8,719 | $550.0K | 0.10% | −71−0.8% | Reduced |
| TD Private Client Wealth LLC | 8,707 | $549.2K | 0.02% | +275+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,697 | $548.6K | 0.04% | −1,052−10.8% | Reduced |
| Coldstream Capital Management Inc | 8,693 | $548.4K | 0.01% | +626+7.8% | Added |
| Brevan Howard Capital Management LP | 8,662 | $546.4K | 0.04% | +8,662 | New |
| David Loasby | 8,582 | $545.8K | 0.05% | +98+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $542.5K | 0.17% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $541.1K | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,577 | $541.0K | 0.04% | +439+5.4% | Added |
| Riverwater Partners LLC | 8,509 | $536.7K | 0.40% | 00.0% | Unchanged |
| Country Club Bank | 8,462 | $535.1K | 0.04% | −407−4.6% | Reduced |
| Mission Wealth Management, LP | 8,482 | $535.0K | 0.01% | +1,981+30.5% | Added |
| Sound View Wealth Advisors Group, LLC | 8,449 | $533.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,412 | $530.6K | 0.02% | +633+8.1% | Added |
| CFO4Life Group, LLC | 8,395 | $529.6K | 0.10% | −718−7.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,314 | $524.5K | 0.05% | +3,100+59.5% | Added |
| Basepoint Wealth LLC | 8,309 | $524.1K | 0.41% | −206−2.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $522.6K | 0.15% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 8,265 | $521.6K | 0.07% | +348+4.4% | Added |
| Pointe Capital Management LLC | 8,223 | $518.7K | 0.32% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,202 | $517.4K | 0.05% | +128+1.6% | Added |
| Angeles Investment Advisors, LLC | 8,127 | $514.1K | 0.03% | −341−4.0% | Reduced |
| Resources Management Corp | 8,133 | $513.0K | 0.07% | −95−1.2% | Reduced |
| Haverford Trust Co | 8,036 | $506.9K | 0.01% | +3,134+63.9% | Added |
| Rockland Trust Co | 8,008 | $505.1K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 8,006 | $505.0K | 0.01% | −9,378−53.9% | Reduced |
| Exencial Wealth Advisors, LLC | 7,961 | $502.2K | 0.02% | −80−1.0% | Reduced |
| Invesco, LLC | 7,901 | $498.4K | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,858 | $495.7K | 0.02% | +1,011+14.8% | Added |
| Waldron Private Wealth LLC | 7,823 | $493.5K | 0.02% | −232−2.9% | Reduced |
| Sunbelt Securities, Inc. | 7,816 | $493.0K | 0.05% | −217−2.7% | Reduced |
| Keynote Financial Services LLC | 7,815 | $493.0K | 0.41% | 00.0% | Unchanged |