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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
Crawford Investment Counsel Inc7,089$299.0K0.01%––
Argent Capital Management LLC7,098$300.0K0.01%––
Traverso Chambers Private Wealth Management, LLC7,131$301.0K0.10%––
Mairs & Power Inc7,150$302.0K0.00%––
Douglass Winthrop Advisors, LLC7,210$304.0K0.01%––
Empirical Finance, LLC8,077$305.0K0.05%––
Cypress Capital Management LLC (WY)7,235$305.0K0.27%––
Mutual Advisors, LLC7,255$306.0K0.02%––
Arete Wealth Advisors, LLC7,282$307.0K0.04%––
Valeo Financial Advisors, LLC7,265$307.0K0.01%––
Old National Bancorp7,325$309.0K0.01%––
St. Louis Trust Co7,317$309.0K0.08%––
Jones Financial Companies LLLP7,340$310.0K0.00%––
Cullen Capital Management LLC7,333$310.0K0.00%––
Burleson & Company, LLC7,346$310.0K0.05%––
HBK Sorce Advisory LLC7,366$311.0K0.02%––
Sound View Wealth Advisors Group, LLC7,357$311.0K0.07%––
Altium Wealth Management LLC7,398$312.0K0.03%––
Jump Financial, LLC7,392$312.0K0.03%––
Fruth Investment Management7,481$315.0K0.10%––
Cape Cod Five Cents Savings Bank7,475$316.0K0.03%––
Cerity Partners LLC7,480$316.0K0.01%––
FRG Family Wealth Advisors LLC7,496$316.0K0.06%––
Farmers National Bank7,494$316.4K0.12%––
Wellington Shields Capital Management, LLC7,501$317.0K0.03%––
American Century Companies Inc7,529$318.0K0.00%––
First Hawaiian Bank7,527$318.0K0.01%––
Kestra Private Wealth Services, LLC7,539$318.0K0.02%––
CPWM, LLC7,539$318.0K0.03%––
SeaCrest Wealth Management, LLC7,527$318.0K0.04%––
Cypress Capital Group7,627$322.0K0.05%––
Jacobi Capital Management LLC7,636$322.0K0.05%––
Cornerstone Wealth Management, LLC7,659$323.0K0.04%––
Obermeyer Wood Investment Counsel, LLLP7,672$324.0K0.02%––
InTrack Investment Management Inc7,740$327.0K0.30%––
Wintrust Investments LLC7,782$329.0K0.03%––
Goelzer Investment Management, Inc.7,835$331.0K0.03%––
Bennicas & Associates, Inc.7,891$333.0K0.19%––
MRJ Capital Inc7,910$333.0K0.21%––
Harbour Investment Management LLC7,909$334.0K0.18%––
Beacon Pointe Advisors, LLC7,933$335.0K0.02%––
Nachman Norwood & Parrott, Inc8,008$338.0K0.04%––
Baker Ellis Asset Management LLC8,038$339.0K0.07%––
Capital Analysts, LLC8,055$340.0K0.02%––
Heritage Trust Co8,036$340.0K0.05%––
ICW Investment Advisors LLC8,044$340.0K0.23%––
Adirondack Trust Co8,100$342.0K0.18%––
Howland Capital Management LLC8,103$342.0K0.02%––
Ropes Wealth Advisors LLC7,678$342.0K0.06%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,127$343.0K0.00%––
Schnieders Capital Management LLC8,130$343.0K0.10%––
Ferris Capital, LLC8,161$345.0K0.09%––
Great Valley Advisor Group, Inc.8,158$345.0K0.03%––
Eagle Asset Management Inc8,311$349.0K0.00%––
CSS LLC8,254$349.0K0.02%––
Regent Investment Management LLC8,260$349.0K0.09%––
Shakespeare Wealth Management, Inc.8,285$350.0K0.14%––
McDonald Partners LLC8,307$351.0K0.09%––
Simplex Trading, LLC8,314$351.0K0.02%––
Piscataqua Savings Bank8,316$351.0K0.31%––
Tennessee Valley Asset Management Partners8,332$352.0K0.09%––
Sentry Investment Management LLC8,381$354.0K0.10%––
Institute for Wealth Management, LLC.8,456$357.0K0.07%––
YorkBridge Wealth Partners, LLC8,473$358.0K0.11%––
Virtue Capital Management, LLC8,487$358.0K0.08%––
Alterity Financial Group, LLC7,806$358.0K0.44%––
Greenleaf Trust8,514$359.0K0.00%––
United Bank8,506$359.0K0.05%––
B. Riley Wealth Management, Inc.8,505$359.0K0.04%––
Drexel Morgan & Co.8,578$362.0K0.09%––
Supplemental Annuity Collective Trust of NJ8,600$363.0K0.13%––
Gsa Capital Partners LLP8,647$365.0K0.06%––
Clearstead Advisors, LLC8,734$369.0K0.03%––
Farmers Trust Co8,722$369.0K0.09%––
Wade G W & Inc8,802$372.0K0.02%––
Financial Advisory Group8,937$377.0K0.10%––
NTV Asset Management LLC8,975$379.0K0.07%––
St Germain D J Co Inc9,023$381.0K0.03%––
Atwood & Palmer Inc9,025$381.0K0.04%––
American National Registered Investment Advisor, Inc.9,034$381.0K0.15%––
Hutchinson Capital Management9,105$384.0K0.10%––
IFG Advisory, LLC9,101$384.0K0.05%––
Exencial Wealth Advisors, LLC9,120$385.0K0.02%––
Berkshire Asset Management LLC9,153$386.0K0.03%––
Mitchell & Pahl Private Wealth, LLC9,154$386.0K0.30%––
Community Bank, N.A.9,149$387.0K0.05%––
Monterey Private Wealth, Inc.8,800$388.0K0.21%––
Tucker Asset Management LLC9,221$389.3K0.21%––
Harbour Investments, Inc.9,234$390.0K0.01%––
Duff & Phelps Investment Management Co9,290$392.0K0.01%––
Enterprise Financial Services Corp9,316$393.0K0.07%––
Ancora Advisors, LLC9,370$396.0K0.01%––
Independent Advisor Alliance9,406$397.0K0.02%––
Wealthspire Advisors, LLC9,418$398.0K0.01%––
Symmetry Partners, LLC9,445$399.0K0.03%––
Campbell Newman Asset Management Inc9,488$401.0K0.04%––
Tiemann Investment Advisors, LLC9,572$404.0K0.20%––
Bard Financial Services, Inc.9,560$404.0K0.04%––
Bailard, Inc.9,656$408.0K0.02%––
Azimuth Capital Management LLC9,672$408.0K0.02%––