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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
Towarzystwo Funduszy Inwestycyjnych Pzu SA409$17.3K0.03%––
Cascade Investment Advisors, Inc.413$17.4K0.01%––
Plante Moran Financial Advisors, LLC438$18.0K0.00%––
Tarbox Family Office, Inc.433$18.0K0.00%––
MCF Advisors LLC456$19.0K0.00%––
Front Row Advisors LLC448$19.0K0.01%––
Summit Wealth Group, LLC441$19.0K0.03%––
Bradley & Co. Private Wealth Management, LLC460$19.0K0.02%––
Certified Advisory Corp463$20.0K0.01%––
Cowa, LLC460$20.0K0.01%––
Semmax Financial Advisors Inc.504$21.0K0.01%––
RMR Wealth Builders503$21.0K0.01%––
SOA Wealth Advisors, LLC.520$21.0K0.01%––
Kelly Financial Services LLC513$21.7K0.01%––
Endurance Wealth Management, Inc.519$22.0K0.00%––
Costello Asset Management, INC525$22.0K0.02%––
Riggs Asset Managment Co. Inc.549$23.0K0.01%––
Pinnacle Financial Partners Inc625$24.0K0.00%––
CVA Family Office, LLC580$24.0K0.01%––
Glen Eagle Advisors, LLC581$24.5K0.01%––
Bedel Financial Consulting, Inc.625$26.0K0.01%––
Sierra Capital LLC614$26.0K0.00%––
Wolff Wiese Magana LLC618$26.0K0.02%––
CSat Investment Advisory, L.P.641$27.0K0.02%––
First Horizon Advisors, Inc.645$27.0K0.00%––
Simon Quick Advisors, LLC651$27.0K0.01%––
Ade, LLC645$27.0K0.03%––
San Francisco Sentry Investment Group (Ca)665$28.0K0.01%––
Capital Advisory Group Advisory Services, LLC663$28.0K0.01%––
Laffer Tengler Investments670$28.3K0.01%––
Valley National Advisers Inc677$29.0K0.01%––
BerganKDV Wealth Management, LLC683$29.0K0.00%––
Archer Investment Corp702$29.6K0.01%––
Baldwin Brothers Inc714$30.0K0.00%––
WealthShield Partners, LLC700$30.0K0.01%––
CNB Bank713$30.0K0.02%––
Selective Wealth Management, Inc.715$30.0K0.03%––
Prestige Wealth Management Group LLC697$30.0K0.01%––
Motco732$31.0K0.00%––
Elmwood Wealth Management, Inc.740$31.0K0.02%––
Leelyn Smith, LLC744$31.0K0.01%––
Tacita Capital Inc725$31.0K0.02%––
JNBA Financial Advisors751$32.0K0.00%––
Ironwood Financial, llc771$33.0K0.01%––
True Link Financial Advisors, LLC785$33.0K0.00%––
Old Second National Bank of Aurora800$34.0K0.01%––
Gradient Investments LLC815$34.0K0.00%––
First Personal Financial Services830$35.0K0.01%––
First National Bank of South Miami837$35.0K0.03%––
Cedar Mountain Advisors, LLC856$36.0K0.01%––
TD Ameritrade Investment Management, LLC996$38.0K0.00%––
Truehand, Inc950$40.0K0.02%––
Arcadia Investment Management Corp1,000$42.0K0.01%––
Massmutual Trust Co FSB1,005$42.0K0.00%––
Fiduciary Planning LLC1,000$42.0K0.06%––
Glassman Wealth Services1,025$43.0K0.01%––
Leonteq Securities AG1,041$44.0K0.00%––
Gemmer Asset Management LLC1,046$44.0K0.01%––
Firestone Capital Management1,050$44.0K0.02%––
Ameritas Investment Company, LLC1,043$44.0K0.00%––
Pinnacle Bancorp, Inc.1,090$46.0K0.02%––
Rosenberg Matthew Hamilton1,085$46.0K0.03%––
Fred Alger Management, LLC1,118$47.0K0.00%––
Perkins Coie Trust Co1,111$47.0K0.02%––
Baystate Wealth Management LLC1,123$47.0K0.00%––
Aspire Private Capital, LLC1,119$47.0K0.02%––
Key Financial Inc1,126$48.0K0.03%––
Sound Income Strategies, LLC1,252$52.9K0.01%––
Fortis Advisors, LLC1,250$53.0K0.04%––
JFS Wealth Advisors, LLC1,287$54.0K0.01%––
Edmond de Rothschild Holding S.A.1,280$54.0K0.00%––
Tompkins Financial Corp1,312$55.0K0.01%––
American Research & Management Co.1,325$56.0K0.01%––
Newbridge Financial Services Group, Inc.1,316$56.0K0.04%––
Sargent Bickham Lagudis LLC1,339$57.0K0.01%––
Lenox Wealth Advisors, LLC1,366$58.0K0.01%––
Jackson, Grant Investment Advisers, Inc.1,403$59.0K0.03%––
Crescent Capital Consulting, LLC1,411$59.0K0.01%––
Liberty Wealth Management LLC1,532$59.0K0.03%––
Sugarloaf Wealth Management, LLC1,427$60.0K0.02%––
Bellevue Asset Management, LLC1,432$60.0K0.04%––
Freedman Financial Associates, Inc.1,430$60.0K0.05%––
Old North State Trust, LLC1,439$61.0K0.05%––
Benjamin F. Edwards & Company, Inc.1,481$63.0K0.00%––
Better Money Decisions, LLC1,491$63.0K0.06%––
Hantz Financial Services, Inc.1,523$64.0K0.00%––
Global Retirement Partners, LLC1,522$64.0K0.01%––
Meridian Wealth Partners, LLC1,556$65.0K0.02%––
Hexagon Capital Partners LLC1,567$66.0K0.02%––
TCI Wealth Advisors, Inc.1,576$67.0K0.03%––
Wall Street Access Asset Management, LLC1,600$68.0K0.04%––
MV Capital Management, Inc.1,621$68.0K0.01%––
Sterling Investment Advisors, Ltd.1,600$68.0K0.02%––
RBA Wealth Management, LLC1,618$68.3K0.06%––
Acima Private Wealth, LLC1,669$70.0K0.03%––
Capital Advisors, Ltd. LLC1,755$74.0K0.01%––
Mercer Capital Advisers, Inc.1,755$74.0K0.04%––
Alpha Paradigm Partners, LLC1,741$74.0K0.03%––
Highlander Capital Management, LLC1,800$76.0K0.04%––
Howe & Rusling Inc1,835$77.0K0.01%––