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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 7,793 | $491.6K | 0.14% | −7−0.1% | Reduced |
| Old National Bancorp | 7,793 | $491.6K | 0.01% | +1,029+15.2% | Added |
| Two Sigma Securities, LLC | 7,776 | $490.5K | 0.02% | +3,652+88.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,019 | $490.5K | 0.00% | +1,282+22.3% | Added |
| Washington Trust Co | 7,712 | $486.5K | 0.02% | −78−1.0% | Reduced |
| Atwood & Palmer Inc | 7,707 | $486.2K | 0.04% | −100−1.3% | Reduced |
| Montecito Bank & Trust | 7,662 | $483.3K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 7,642 | $482.1K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,616 | $480.4K | 0.08% | +114+1.5% | Added |
| Peoples Financial Services Corp. | 7,600 | $479.4K | 0.22% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,590 | $478.8K | 0.09% | −325−4.1% | Reduced |
| HCR Wealth Advisors | 7,552 | $476.4K | 0.07% | +2,076+37.9% | Added |
| Financial Counselors Inc | 7,540 | $475.6K | 0.01% | −656−8.0% | Reduced |
| Independent Advisor Alliance | 7,519 | $474.3K | 0.02% | +1,682+28.8% | Added |
| NTV Asset Management LLC | 7,514 | $474.0K | 0.07% | −129−1.7% | Reduced |
| Farmers Trust Co | 7,472 | $471.3K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 7,459 | $470.5K | 0.10% | +413+5.9% | Added |
| Piscataqua Savings Bank | 7,437 | $469.1K | 0.42% | −16−0.2% | Reduced |
| LVW Advisors, LLC | 7,411 | $467.5K | 0.07% | +49+0.7% | Added |
| Fruth Investment Management | 7,381 | $465.0K | 0.13% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 7,330 | $462.4K | 0.03% | −1,977−21.2% | Reduced |
| AlTi Global, Inc. | 7,304 | $462.1K | 0.01% | −442−5.7% | Reduced |
| Spirepoint Private Client, LLC | 7,306 | $460.9K | 0.07% | +894+13.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,229 | $456.0K | 0.07% | +125+1.8% | Added |
| AlphaCore Capital LLC | 7,203 | $454.4K | 0.11% | −38−0.5% | Reduced |
| Leonteq Securities AG | 7,186 | $453.3K | 0.06% | +2,515+53.8% | Added |
| Marco Investment Management LLC | 7,156 | $451.4K | 0.04% | +75+1.1% | Added |
| Azimuth Capital Investment Management LLC | 7,150 | $451.0K | 0.02% | −100−1.4% | Reduced |
| Stonebridge Capital Advisors LLC | 7,137 | $450.2K | 0.04% | −1,010−12.4% | Reduced |
| South State Corp. | 7,128 | $449.6K | 0.03% | −51−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 7,119 | $449.1K | 0.01% | −541−7.1% | Reduced |
| Alera Investment Advisors, LLC | 7,063 | $445.5K | 0.05% | +7,063 | New |
| Rodgers Brothers Inc. | 7,007 | $442.0K | 0.06% | +20.0% | Added |
| Spire Wealth Management | 7,001 | $441.6K | 0.02% | +703+11.2% | Added |
| Manning & Napier Advisors LLC | 7,000 | $441.6K | 0.00% | +7,000 | New |
| Ransom Advisory, Ltd | 6,954 | $438.7K | 0.22% | −125−1.8% | Reduced |
| Rothschild Investment LLC | 6,949 | $438.3K | 0.03% | +712+11.4% | Added |
| TFG Advisers LLC | 6,944 | $438.0K | 0.17% | −556−7.4% | Reduced |
| Centaurus Financial, Inc. | 6,915 | $436.0K | 0.03% | +6,915 | New |
| Enterprise Financial Services Corp | 6,898 | $435.1K | 0.27% | −154−2.2% | Reduced |
| Principal Securities, Inc. | 6,859 | $432.7K | 0.01% | −658−8.8% | Reduced |
| Proficio Capital Partners LLC | 6,848 | $432.0K | 0.05% | +158+2.4% | Added |
| Bell Investment Advisors, Inc | 6,831 | $430.9K | 0.08% | −10−0.1% | Reduced |
| Farmers National Bank | 6,790 | $428.3K | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,904 | $427.3K | 0.02% | +1,843+36.4% | Added |
| Fortune Financial Advisors, LLC | 6,733 | $424.7K | 0.26% | +73+1.1% | Added |
| Athena Investment Management | 6,714 | $423.5K | 0.26% | −4−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 6,691 | $422.1K | 0.01% | −585−8.0% | Reduced |
| Americana Partners, LLC | 6,690 | $422.0K | 0.03% | −11−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,640 | $420.1K | 0.03% | −458−6.5% | Reduced |
| Argent Capital Management LLC | 6,660 | $420.1K | 0.01% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,652 | $419.6K | 0.02% | −296−4.3% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $419.5K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,643 | $419.0K | 0.12% | +26+0.4% | Added |
| Robinson Smith Wealth Advisors LLC | 6,613 | $417.1K | 0.37% | +4+0.1% | Added |
| Syon Capital LLC | 6,613 | $417.1K | 0.04% | −154−2.3% | Reduced |
| McDonald Partners LLC | 6,604 | $416.6K | 0.11% | 00.0% | Unchanged |
| General Partner, Inc. | 6,583 | $415.3K | 0.27% | +63+1.0% | Added |
| Keel Point, LLC | 6,318 | $413.7K | 0.04% | +2,035+47.5% | Added |
| Colonial Trust Advisors | 6,522 | $411.4K | 0.04% | −16−0.2% | Reduced |
| TCTC Holdings, LLC | 6,500 | $410.0K | 0.01% | −16−0.2% | Reduced |
| Harbour Investments, Inc. | 6,489 | $409.3K | 0.01% | −1,138−14.9% | Reduced |
| Transcend Wealth Collective, LLC | 6,468 | $408.0K | 0.03% | +2,982+85.5% | Added |
| Essex Savings Bank | 6,464 | $407.7K | 0.11% | +871+15.6% | Added |
| Buckingham Strategic Wealth, LLC | 6,461 | $407.5K | 0.00% | +306+5.0% | Added |
| St Germain D J Co Inc | 6,428 | $405.5K | 0.02% | −209−3.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,414 | $404.6K | 0.30% | −2,851−30.8% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $401.1K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 6,353 | $400.7K | 0.01% | −3,589−36.1% | Reduced |
| Cornerstone Wealth Management, LLC | 6,349 | $400.5K | 0.03% | +152+2.5% | Added |
| Rathbone Brothers plc | 6,343 | $400.1K | 0.00% | −167−2.6% | Reduced |
| MEMBERS Trust Co | 6,332 | $399.4K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,316 | $398.4K | 0.01% | −68−1.1% | Reduced |
| Berkshire Asset Management LLC | 6,311 | $398.1K | 0.02% | −30−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,311 | $398.1K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,296 | $397.2K | 0.18% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,237 | $393.4K | 0.13% | −54−0.9% | Reduced |
| Numerai GP LLC | 6,234 | $393.2K | 0.14% | −4,777−43.4% | Reduced |
| Morningstar Investment Management LLC | 6,195 | $391.0K | 0.04% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,175 | $389.5K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,166 | $389.0K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,148 | $387.8K | 0.24% | −61−1.0% | Reduced |
| Center For Asset Management LLC | 6,145 | $387.6K | 0.26% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,110 | $386.3K | 0.04% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,052 | $381.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,034 | $381.6K | 0.13% | +6,034 | New |
| Chicago Partners Investment Group LLC | 5,651 | $381.1K | 0.01% | −157−2.7% | Reduced |
| Court Place Advisors, LLC | 6,032 | $380.5K | 0.12% | +48+0.8% | Added |
| S.A. Mason LLC | 6,031 | $380.5K | 0.22% | +10.0% | Added |
| First National Trust Co | 6,023 | $379.9K | 0.02% | −301−4.8% | Reduced |
| Systematic Financial Management LP | 6,000 | $378.5K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $378.5K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $378.5K | 0.11% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,985 | $377.5K | 0.39% | −232−3.7% | Reduced |
| KRS Capital Management, LLC | 5,973 | $376.8K | 0.28% | +104+1.8% | Added |
| Diversify Advisory Services, LLC | 6,028 | $375.5K | 0.02% | −642−9.6% | Reduced |
| Cobblestone Capital Advisors LLC | 5,902 | $372.3K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,900 | $372.2K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,893 | $371.7K | 0.04% | +5,893 | New |
| Lighthouse Investment Partners, LLC | 5,892 | $371.7K | 0.02% | +5,892 | New |