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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
Graves-Light Private Wealth Management, Inc.1,813$77.0K0.01%––
Crewe Advisors LLC1,869$79.0K0.02%––
Filbrandt Wealth Management, LLC1,860$79.0K0.05%––
Brewin Dolphin Ltd1,884$79.5K0.00%––
Mark Sheptoff Financial Planning, LLC1,905$80.0K0.05%––
First Horizon Corp1,928$81.0K0.01%––
Hudock, Inc.1,961$82.0K0.03%––
Horan Securities, Inc.1,933$82.0K0.07%––
Barnett & Company, Inc.2,000$84.0K0.04%––
Grace Capital2,000$84.0K0.05%––
Pflug Koory, LLC2,020$85.0K0.05%––
Aua Capital Management, LLC2,050$87.0K0.06%––
Hanson & Doremus Investment Management2,075$88.0K0.02%––
Vectors Research Management, LLC2,100$89.0K0.02%––
Northern Oak Wealth Management Inc2,150$91.0K0.01%––
Rockbridge Investment Management, LCC2,166$91.0K0.02%––
Penserra Capital Management LLC2,193$92.0K0.00%––
Stonebridge Capital Advisors LLC2,211$93.0K0.01%––
Veritas Investment Partners (UK) Ltd.2,275$96.0K0.00%––
TFC Financial Management2,301$97.0K0.04%––
M&R Capital Management Inc2,325$98.0K0.02%––
CKW Financial Group2,350$99.0K0.02%––
Berman Capital Advisors, LLC2,368$99.0K0.02%––
Zions Bancorporation, N.A.2,378$100.0K0.01%––
Raffa Wealth Management, LLC2,407$101.6K0.04%––
FourThought Financial, LLC2,423$102.0K0.01%––
Sutton Wealth Advisors Inc.2,421$102.2K0.04%––
Seeyond2,454$103.0K0.01%––
Clear Perspectives Financial Planning, LLC2,442$103.0K0.06%––
Huber Capital Management LLC2,500$106.0K0.03%––
Concord Wealth Partners2,505$106.0K0.04%––
Stephenson National Bank & Trust2,523$107.0K0.07%––
NVWM, LLC2,542$107.0K0.04%––
Center for Financial Planning, Inc.2,603$110.0K0.03%––
Oakworth Capital, Inc.2,641$111.0K0.01%––
Ironwood Wealth Management, LLC.2,631$111.0K0.07%––
Accel Wealth Management2,690$114.0K0.09%––
Duncker Streett & Co Inc2,750$116.0K0.02%––
AllSquare Wealth Management LLC2,843$120.0K0.07%––
O'Shaughnessy Asset Management, LLC2,878$122.0K0.00%––
Sonora Investment Management, LLC2,967$125.0K0.01%––
Mascoma Wealth Management LLC2,960$125.0K0.05%––
North Star Investment Management Corp.3,030$128.0K0.01%––
FinTrust Capital Advisors, LLC3,041$128.0K0.04%––
Sun Life Financial INC3,121$132.0K0.01%––
Carmignac Gestion3,131$132.0K0.00%––
Harvest Fund Management Co., Ltd3,130$132.0K0.01%––
Banco de Sabadell, S.A3,201$135.0K0.01%––
Allworth Financial LP3,249$137.0K0.00%––
Point72 Hong Kong Ltd3,317$140.0K0.01%––
TD Private Client Wealth LLC3,328$140.5K0.01%––
Security National Trust Co3,327$141.0K0.03%––
Wealthcare Advisory Partners LLC3,583$151.0K0.01%––
Gables Capital Management Inc.3,622$153.0K0.08%––
First Financial Corp3,658$155.0K0.11%––
Johnson Financial Group, Inc.3,664$155.0K0.01%––
Carolinas Wealth Consulting LLC3,711$157.0K0.04%––
Lindbrook Capital, LLC3,769$159.0K0.04%––
Mirova3,814$161.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA3,935$166.0K0.13%––
Manchester Capital Management LLC4,092$173.0K0.03%––
Trustcore Financial Services, LLC4,129$174.0K0.02%––
First Bank & Trust4,154$175.0K0.09%––
Charter Oak Capital Management, LLC4,169$176.0K0.02%––
CX Institutional4,181$177.0K0.02%––
Bray Capital Advisors4,360$184.0K0.05%––
Parkside Financial Bank & Trust4,396$185.0K0.06%––
Acropolis Investment Management, LLC4,454$188.0K0.02%––
MPS Loria Financial Planners, LLC4,472$188.0K0.09%––
Harbor Investment Advisory, LLC4,465$189.0K0.03%––
Great Lakes Advisors, LLC4,753$201.0K0.00%––
First Foundation Advisors4,756$201.0K0.01%––
Naples Global Advisors, LLC4,751$201.0K0.03%––
Abbot Financial Management, Inc.4,784$202.0K0.09%––
Logan Capital Management Inc4,804$203.0K0.01%––
Spinnaker Trust4,832$204.0K0.02%––
Voya Financial Advisors, Inc.4,833$205.0K0.01%––
Buckingham Strategic Wealth, LLC4,846$205.0K0.01%––
Strategic Advisors LLC4,863$205.0K0.06%––
Founders Capital Management, LLC4,846$205.0K0.05%––
Laurel Wealth Advisors, Inc.4,846$205.0K0.03%––
Rodgers Brothers Inc.4,886$206.0K0.04%––
D'Orazio & Associates, Inc.4,886$206.0K0.06%––
JBF Capital, Inc.4,900$207.0K0.05%––
Sheets Smith Wealth Management4,929$208.0K0.03%––
BKD Wealth Advisors, LLC4,922$208.0K0.01%––
Aveo Capital Partners, LLC4,954$209.0K0.05%––
Versant Capital Management, Inc4,982$210.0K0.08%––
Capital Advantage, Inc.5,021$212.0K0.06%––
GSB Wealth Management, LLC5,033$212.0K0.07%––
Fernwood Investment Management, LLC5,051$213.0K0.08%––
Mission Creek Capital Partners, Inc.5,045$213.0K0.03%––
Brighton Jones LLC5,065$214.0K0.01%––
Carmichael Hill & Associates, Inc.5,076$214.0K0.13%––
Barrett Asset Management, LLC5,091$215.0K0.01%––
Formidable Asset Management, LLC5,121$215.0K0.05%––
Horizon Investments, LLC5,114$216.0K0.01%––
BDO Wealth Advisors, LLC5,111$216.0K0.03%––
Cobblestone Capital Advisors LLC5,130$217.0K0.02%––
Belpointe Asset Management LLC5,182$219.0K0.02%––