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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
Gotham Asset Management, LLC66,467$2.81M0.13%––
Delta Capital Management LLC66,542$2.81M1.79%––
Xponance, Inc.67,353$2.84M0.06%––
Wesbanco Bank Inc67,479$2.85M0.11%––
Gabelli Funds LLC67,500$2.85M0.02%––
TCTC Holdings, LLC67,640$2.86M0.14%––
Prio Wealth Limited Partnership67,717$2.86M0.10%––
Norinchukin Bank, The67,968$2.87M0.04%––
Pinebridge Investments, L.P.69,704$2.94M0.04%––
Securian Asset Management, Inc70,964$3.00M0.07%––
Brown Brothers Harriman & Co70,990$3.00M0.02%––
Winton Group Ltd71,656$3.02M0.17%––
Family Capital Trust Co71,767$3.03M0.95%––
M&G Investment Management Ltd72,688$3.05M0.03%––
Lee Danner & Bass Inc72,680$3.07M0.30%––
CIBC Asset Management Inc72,789$3.07M0.01%––
Raymond James Trust N.A.73,762$3.11M0.11%––
Bridgeway Capital Management, LLC74,050$3.13M0.06%––
Macquarie Group Ltd74,195$3.13M0.00%––
Schroder Investment Management Group74,472$3.14M0.00%––
Huntington National Bank76,347$3.22M0.04%––
Van Eck Associates Corp76,412$3.22M0.01%––
Worldquant Millennium Advisors LLC76,473$3.23M0.07%––
Public Sector Pension Investment Board77,175$3.26M0.02%––
CIBC World Markets Corp77,901$3.29M0.02%––
Dearborn Partners LLC77,999$3.29M0.14%––
GAM Holding AG78,613$3.32M0.16%––
Allianz Asset Management GmbH78,637$3.32M0.00%––
Clearbridge Investments, LLC78,704$3.32M0.00%––
Cohen Klingenstein LLC79,608$3.36M0.16%––
Seven Eight Capital, LP91,700$3.46M0.79%––
Natixis Advisors, L.P.83,536$3.53M0.02%––
Northwest Investment Counselors, LLC83,557$3.53M1.01%––
Kestra Advisory Services, LLC83,580$3.53M0.04%––
Silvercrest Asset Management Group LLC83,776$3.54M0.02%––
CapWealth Advisors, LLC85,204$3.60M0.41%––
IFP Advisors, Inc85,208$3.60M0.07%––
Thompson Siegel & Walmsley LLC85,978$3.63M0.05%––
Ingalls & Snyder LLC87,317$3.69M0.17%––
Brandywine Global Investment Management, LLC88,490$3.74M0.03%––
Hartford Investment Management Co89,302$3.77M0.10%––
Regions Financial Corp89,430$3.77M0.03%––
Assetmark, Inc90,040$3.80M0.02%––
Westpac Banking Corp93,100$3.93M0.04%––
IFM Investors Pty Ltd93,174$3.93M0.11%––
Farmers & Merchants Investments Inc93,622$3.95M0.19%––
Guggenheim Capital LLC93,859$3.96M0.03%––
Cambridge Investment Research Advisors, Inc.94,966$4.01M0.02%––
Morningstar Investment Services LLC95,350$4.04M0.05%––
L & S Advisors Inc96,032$4.05M0.46%––
Nissay Asset Management Corp98,678$4.17M0.04%––
Telos Capital Management, Inc.99,306$4.19M0.60%––
Jefferies Group LLC99,650$4.21M0.10%––
Capital Management Corp100,777$4.25M0.95%––
Wesleyan Assurance Society101,500$4.28M0.57%––
Close Asset Management Ltd101,819$4.30M0.23%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys102,196$4.32M0.05%––
MML Investors Services, LLC104,796$4.42M0.04%––
Evoke Wealth, LLC105,346$4.45M0.20%––
Mutual of America Capital Management LLC105,982$4.47M0.05%––
ProShare Advisors LLC106,228$4.49M0.01%––
Connecticut Wealth Management, LLC108,938$4.60M0.42%––
Meiji Yasuda Asset Management Co Ltd.110,090$4.65M0.34%––
KBC Group NV110,106$4.65M0.02%––
American National Insurance Co112,974$4.77M0.19%––
Public Employees Retirement Association of Colorado113,665$4.80M0.02%––
GPM Growth Investors, Inc.113,917$4.81M2.75%––
Tufton Capital Management115,001$4.86M0.83%––
Private Advisor Group, LLC115,192$4.86M0.05%––
Metropolitan Life Insurance Co117,024$4.94M0.07%––
Moody National Bank Trust Division118,099$4.99M0.12%––
Bahl & Gaynor Inc119,003$5.02M0.03%––
D.A. Davidson & Co.122,383$5.17M0.07%––
BBVA USA Bancshares, Inc.125,581$5.30M0.25%––
HM Payson & Co128,053$5.41M0.14%––
Intrinsic Edge Capital Management LLC128,506$5.43M0.38%––
Marshall Wace, LLP131,090$5.54M0.03%––
Point72 Asset Management, L.P.131,157$5.54M0.03%––
British Columbia Investment Management Corp134,973$5.70M0.04%––
Gamco Investors, Inc. Et Al135,095$5.70M0.05%––
Bradley Foster & Sargent Inc136,117$5.75M0.15%––
Steward Partners Investment Advisory, LLC136,248$5.75M0.10%––
Texas Permanent School Fund136,445$5.76M0.07%––
Punch & Associates Investment Management, Inc.137,328$5.80M0.35%––
Capital International Sarl138,961$5.87M0.56%––
Kanawha Capital Management LLC139,412$5.89M0.57%––
Skandinaviska Enskilda Banken AB (publ)141,218$5.96M0.04%––
Janney Montgomery Scott LLC141,269$5.96M0.03%––
Creative Planning142,640$6.02M0.01%––
Clifford Swan Investment Counsel LLC144,195$6.09M0.25%––
Martin Investment Management, LLC144,598$6.11M1.72%––
Fiduciary Trust Co146,316$6.18M0.13%––
Windward Capital Management Co146,538$6.19M0.62%––
M. Kraus & Co146,904$6.20M2.41%––
Synovus Financial Corp149,994$6.32M0.07%––
Canada Pension Plan Investment Board151,737$6.41M0.01%––
Caisse de Depot Et Placement du Quebec153,854$6.50M0.01%––
Cresset Asset Management, LLC154,782$6.54M0.10%––
Osborne Partners Capital Management, LLC156,055$6.59M0.60%––
Meyer Handelman Co156,925$6.63M0.27%––