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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
Whalerock Point Partners, LLC5,228$220.7K0.10%––
Madison Wealth Management5,267$222.0K0.05%––
Homrich & Berg5,277$223.0K0.01%––
Smithfield Trust Co5,300$224.0K0.02%––
Becker Capital Management Inc5,338$225.0K0.01%––
Aevitas Wealth Management, Inc.5,333$225.0K0.16%––
Signature Wealth Management Partners, LLC5,325$225.0K0.22%––
First Command Bank5,367$226.0K0.05%––
First Command Financial Services, Inc.5,367$226.0K0.05%––
Notis-McConarty Edward5,375$227.0K0.09%––
Claro Advisors LLC5,375$227.0K0.11%––
Prescott Group Capital Management, L.L.C.5,400$228.0K0.07%––
AIA Group Ltd5,401$228.0K0.03%––
Virtu Financial LLC5,399$228.0K0.02%––
Mark Stevens5,459$231.0K0.03%––
Fukoku Mutual Life Insurance Co5,500$232.0K0.02%––
Eubel Brady & Suttman Asset Management Inc5,484$232.0K0.03%––
Iat Reinsurance Co Ltd.5,494$232.0K0.04%––
Kerntke Otto McGlone Wealth Management Group5,550$234.0K0.12%––
Montis Financial, LLC5,604$235.0K0.22%––
Douglas Lane & Associates, LLC5,604$237.0K0.00%––
Proffitt & Goodson Inc5,637$238.0K0.04%––
WMS Partners, LLC5,638$238.0K0.05%––
SlateStone Wealth, LLC5,627$238.0K0.06%––
Gillespie Robinson & Grimm Inc5,674$240.0K0.02%––
Avantax Planning Partners, Inc.5,696$240.0K0.01%––
Telemus Capital, LLC5,653$241.0K0.02%––
Enlightenment Research, LLC5,700$241.0K0.29%––
Founders Financial Alliance, LLC5,617$241.0K0.12%––
Sullivan, Bruyette, Speros & Blaney, LLC5,758$243.0K0.01%––
Resonant Capital Advisors, LLC5,750$243.0K0.05%––
Baxter Bros Inc5,803$245.0K0.04%––
Leavell Investment Management, Inc.5,858$247.0K0.02%––
MEMBERS Trust Co5,839$247.0K0.01%––
Woodmont Investment Counsel LLC5,890$249.0K0.04%––
Dynamic Advisor Solutions LLC5,920$250.0K0.02%––
RSM US Wealth Management LLC5,923$250.0K0.02%––
Legacy Bridge, LLC5,923$250.0K0.16%––
Levin Capital Strategies, L.P.5,972$252.0K0.03%––
Veriti Management LLC5,966$252.0K0.07%––
Systematic Financial Management LP6,000$253.0K0.01%––
West Oak Capital, LLC5,995$253.0K0.11%––
Bleichroeder LP6,000$253.0K0.04%––
Atlas Capital Advisors LLC6,000$253.3K0.05%––
Union Heritage Capital, LLC6,060$255.0K0.13%––
Beacon Investment Advisory Services, Inc.6,052$256.0K0.01%––
Forbes J M & Co LLP6,076$257.0K0.04%––
Quadrant Capital Group LLC6,113$258.0K0.04%––
Covenant Asset Management, LLC6,120$258.0K0.09%––
Lowe Brockenbrough & Co Inc6,128$259.0K0.03%––
Optimum Investment Advisors6,138$259.0K0.08%––
Davidson Trust Co6,150$259.0K0.22%––
First Financial Bank - Trust Division6,135$259.0K0.03%––
Ellevest, Inc.6,136$259.0K0.03%––
Rothschild Investment Corp6,159$260.0K0.02%––
NEXT Financial Group, Inc6,215$262.0K0.02%––
Freestone Capital Holdings, LLC6,234$263.0K0.01%––
Soltis Investment Advisors LLC6,219$263.0K0.05%––
Asset Dedication, LLC6,142$264.0K0.06%––
LVW Advisors, LLC6,242$264.0K0.05%––
Essex Savings Bank7,229$264.0K0.12%––
Tiedemann Advisors, LLC6,269$265.0K0.01%––
Mitchell McLeod Pugh & Williams Inc6,309$266.0K0.11%––
Edge Capital Group, LLC6,295$266.0K0.02%––
Tokio Marine Asset Management Co Ltd6,317$267.0K0.03%––
Integrated Wealth Concepts LLC6,326$267.0K0.01%––
KG&L Capital Management,LLC6,352$268.0K0.14%––
Meeder Asset Management Inc6,398$270.0K0.01%––
Cambridge Advisors Inc.6,401$270.0K0.07%––
Clarius Group, LLC6,400$270.0K0.03%––
Hancock Whitney Corp6,402$271.0K0.01%––
Signaturefd, LLC6,415$271.0K0.01%––
GWM Advisors LLC6,449$272.0K0.01%––
Arrow Financial Corp6,497$274.0K0.04%––
Centaurus Financial, Inc.6,544$276.0K0.03%––
WBH Advisory Inc6,541$276.0K0.04%––
Northwest Bancshares, Inc.6,539$276.0K0.07%––
Princeton Portfolio Strategies Group LLC6,541$276.0K0.05%––
Dumont & Blake Investment Advisors LLC6,585$278.0K0.09%––
Meridian Investment Counsel Inc.6,593$278.0K0.11%––
Diversified Trust Co6,585$278.0K0.01%––
LCM Capital Management Inc6,596$278.0K0.25%––
Regal Wealth Group, Inc.6,599$279.0K0.16%––
Institutional & Family Asset Management, LLC6,617$279.0K0.05%––
Monetary Management Group Inc6,625$280.0K0.09%––
NorthRock Partners, LLC6,630$280.0K0.03%––
Surevest, LLC6,667$281.0K0.08%––
S.A. Mason LLC6,688$282.0K0.21%––
Lombard Odier Asset Management (Switzerland) SA6,743$285.0K0.02%––
Clear Harbor Asset Management, LLC6,775$286.0K0.04%––
Meridian Wealth Management, LLC6,780$286.0K0.04%––
Spire Wealth Management8,355$287.0K0.01%––
Kovack Advisors, Inc.6,818$288.0K0.04%––
Anchor Investment Management, LLC6,845$289.0K0.04%––
Kore Private Wealth LLC6,872$290.0K0.04%––
9258 Wealth Management, LLC6,871$290.0K0.09%––
Checchi Capital Advisers, LLC6,929$293.0K0.04%––
Cutler Group LP7,004$295.0K0.02%––
First Quadrant L P7,008$296.0K0.03%––
Geneos Wealth Management Inc.6,857$298.0K0.01%––