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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, Q1 2021

Institutional positions in Carrier Global Corp as of Mar 31, 2021. 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
1,220
No complete 13F data for Q4 2020
Shares held
736.2M
No complete 13F data for Q4 2020
Total value
$31.1B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,220 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2021: $31.1B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CARR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Investors Research Corp7$00.00%––
GPS Wealth Strategies Group, LLC1$00.00%––
Coastal Capital Group, Inc.4$00.00%––
Alpha DNA Investment Management LLC19$00.00%––
DB Wealth Management Group, LLC1$00.00%––
Financial Perspectives, Inc16,466$3900.02%––
Exane Derivatives21$8870.00%––
Ogorek Anthony Joseph47$1.00K0.00%––
American National Bank10$1.00K0.00%––
Arlington Partners LLC19$1.00K0.00%––
Wealthcare Capital Management LLC16$1.00K0.00%––
Syverson Strege & Co16$1.00K0.00%––
Bogart Wealth, LLC28$1.00K0.00%––
Carolina Wealth Advisors, LLC21$1.00K0.00%––
Pacifica Partners Inc.13$1.00K0.00%––
TSFG, LLC18$1.00K0.00%––
HighMark Wealth Management LLC20$1.00K0.00%––
Lloyd Advisory Services, LLC.20$1.00K0.00%––
Bellwether Advisors, LLC29$1.00K0.00%––
Heritage Wealth Advisors25$1.06K0.00%––
HBC Financial Services, PLLC25$1.09K0.00%––
West Paces Advisors Inc.40$1.69K0.00%––
Flagship Private Wealth, LLC46$1.96K0.00%––
TD Capital Management LLC40$2.00K0.00%––
Parallax Volatility Advisers, L.P.54$2.00K0.00%––
Column Capital Advisors, LLC59$2.00K0.00%––
Financial Management Professionals, Inc.38$2.00K0.00%––
Winch Advisory Services, LLC40$2.00K0.00%––
Pacific Center for Financial Services50$2.00K0.00%––
Standard Family Office LLC42$2.00K0.00%––
Atlas Private Wealth Advisors58$2.00K0.00%––
Ten Capital Wealth Advisors, LLC69$2.00K0.00%––
Cribstone Capital Management, LLC65$3.00K0.00%––
Joseph P. Lucia & Associates, LLC75$3.00K0.00%––
Savior LLC66$3.00K0.00%––
Global Financial Private Client, LLC74$3.11K0.00%––
Earnest Partners LLC89$4.00K0.00%––
Central Bank & Trust Co83$4.00K0.00%––
Lee Financial Co100$4.00K0.00%––
Marquette Asset Management, LLC100$4.00K0.00%––
Tradewinds Capital Management, LLC84$4.00K0.00%––
Tfo-TDC, LLC100$4.00K0.00%––
Grandview Asset Management LLC100$4.00K0.00%––
Abundance Wealth Counselors100$4.00K0.00%––
Atlas Private Wealth Management100$4.00K0.00%––
Stonebridge Financial Planning Group, LLC100$4.00K0.00%––
Laurel Wealth Planning LLC86$4.00K0.00%––
Dorsey Wright & Associates115,760$4.89K0.06%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC126$5.00K0.00%––
Trust Co108$5.00K0.00%––
Roble, Belko & Company, Inc128$5.00K0.00%––
McIlrath & Eck, LLC116$5.00K0.00%––
Wagner Wealth Management, LLC119$5.00K0.00%––
Providence Capital Advisors, LLC108$5.00K0.00%––
Evolution Wealth Advisors, LLC112$5.00K0.00%––
Creative Financial Designs Inc133$6.00K0.00%––
Manchester Financial Inc141$6.00K0.00%––
Toth Financial Advisory Corp152$6.00K0.00%––
Brand Asset Management Group, Inc.150$6.00K0.00%––
Global Wealth Management Investment Advisory, Inc.150$6.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.150$6.00K0.00%––
IAG Wealth Partners, LLC138$6.00K0.00%––
CoreFirst Bank & Trust150$6.00K0.00%––
Horrell Capital Management, Inc.173$7.00K0.00%––
Focused Wealth Management, Inc168$7.00K0.00%––
MBM Wealth Consultants, LLC162$7.00K0.00%––
Pacitti Group Inc.167$7.00K0.00%––
Resolute Partners Group201$7.00K0.00%––
Heritage Wealth Management, LLC165$7.00K0.00%––
Essex Investment Management Co LLC200$8.00K0.00%––
Blume Capital Management, Inc.200$8.00K0.00%––
Independence Bank of Kentucky181$8.00K0.00%––
Phoenix Wealth Advisors200$8.00K0.01%––
Vigilant Capital Management, LLC244$10.0K0.00%––
Fieldpoint Private Securities, LLC248$10.0K0.00%––
PrairieView Partners, LLC227$10.0K0.00%––
Lumature Wealth Partners, LLC242$10.0K0.01%––
New England Asset Management Inc266$11.0K0.00%––
Pin Oak Investment Advisors Inc257$11.0K0.01%––
Truvestments Capital LLC286$12.0K0.01%––
Private Ocean, LLC300$13.0K0.00%––
McClarren Financial Advisors, Inc.313$13.0K0.01%––
Annapolis Financial Services, LLC300$13.0K0.00%––
Prentice Wealth Management LLC312$13.0K0.01%––
Westside Investment Management, Inc.351$14.0K0.00%––
First PREMIER Bank340$14.0K0.00%––
HHM Wealth Advisors, LLC336$14.0K0.00%––
Tortoise Investment Management, LLC350$15.0K0.00%––
Perennial Advisors, LLC361$15.0K0.00%––
Disciplined Investments, LLC357$15.0K0.01%––
Tradition Wealth Management, LLC348$15.0K0.00%––
Twin Lakes Capital Management, LLC345$15.0K0.01%––
Norway Savings Bank388$16.0K0.01%––
Larson Financial Group LLC381$16.0K0.00%––
Sittner & Nelson, LLC371$16.0K0.01%––
Hanseatic Management Services Inc410$17.0K0.03%––
AlphaMark Advisors, LLC405$17.0K0.01%––
Field & Main Bank400$17.0K0.01%––
JJJ Advisors Inc.411$17.0K0.01%––
Clearview Wealth Advisors LLC400$17.0K0.01%––