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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
Sageworth Trust Co9,669$408.0K0.03%––
Peoples Financial Services Corp.9,713$410.0K0.18%––
Coastal Investment Advisors, Inc.9,763$412.0K0.11%––
Rikoon Group, LLC9,795$414.0K0.11%––
Private Capital Group, LLC9,805$414.0K0.10%––
Mid Atlantic Financial Management Inc9,883$417.0K0.03%––
NorthCoast Asset Management LLC9,908$418.0K0.02%––
Fulcrum Asset Management LLP–$419.0K0.27%––
Boston Financial Mangement LLC9,946$420.0K0.02%––
Carroll Financial Associates, Inc.9,991$421.0K0.03%––
Heritage Way Advisors, LLC10,000$422.0K0.19%––
Gifford Fong Associates10,000$422.0K0.09%––
Canal Insurance CO10,000$426.0K0.16%––
JustInvest LLC10,121$427.0K0.06%––
Snowden Capital Advisors LLC10,154$428.7K0.02%––
Covington Capital Management10,168$429.0K0.02%––
Umb Bank N A10,283$434.0K0.01%––
Boston Trust Walden Corp10,302$435.0K0.00%––
Toroso Investments, LLC10,298$435.0K0.02%––
Papp L Roy & Associates10,358$437.0K0.06%––
Arden Trust Co10,373$438.0K0.07%––
Pointe Capital Management LLC10,403$439.0K0.31%––
Northeast Investment Management10,418$440.0K0.03%––
Conning Inc.10,462$442.0K0.01%––
Berkshire Bank10,473$442.0K0.11%––
Unison Advisors LLC10,491$443.0K0.09%––
Kingsview Wealth Management, LLC10,567$444.0K0.03%––
Rathbone Brothers plc10,535$445.0K0.01%––
Court Place Advisors, LLC10,538$445.0K0.14%––
Wealthstreet Investment Advisors, LLC10,538$445.0K0.04%––
Bull Street Advisors, LLC10,592$447.0K0.25%––
Beck Mack & Oliver LLC10,650$450.0K0.01%––
First City Capital Management, Inc.10,700$454.0K0.26%––
Van Hulzen Asset Management, LLC10,750$454.0K0.07%––
Haverford Trust Co10,837$458.0K0.01%––
Patriot Financial Group Insurance Agency, LLC10,904$460.0K0.11%––
Pearl River Capital, LLC10,925$461.0K0.15%––
Dixon Hubard Feinour & Brown Inc10,950$462.0K0.11%––
Equitable Holdings, Inc.10,977$463.0K0.01%––
1st Source Bank10,979$464.0K0.03%––
Kistler-Tiffany Companies, LLC11,025$465.0K0.12%––
Bank of the West11,113$469.0K0.05%––
London & Capital Asset Management Ltd11,106$469.0K0.04%––
Chemung Canal Trust Co11,129$470.0K0.09%––
EagleClaw Capital Managment, LLC11,200$472.0K0.14%––
Ledyard National Bank11,198$473.0K0.05%––
Profund Advisors LLC11,284$476.0K0.02%––
Jupiter Asset Management Ltd11,274$476.0K0.00%––
Beese Fulmer Investment Management, Inc.11,335$479.0K0.06%––
Sky Investment Group LLC11,457$484.0K0.12%––
CAPROCK Group, Inc.11,482$485.0K0.05%––
Level Four Advisory Services, LLC11,542$487.0K0.04%––
GYL Financial Synergies, LLC11,583$489.0K0.27%––
Wetherby Asset Management Inc11,600$490.0K0.04%––
Moneta Group Investment Advisors LLC11,748$496.0K0.03%––
Charter Trust Co11,765$497.0K0.05%––
Cullen/Frost Bankers, Inc.11,808$499.0K0.01%––
Fiduciary Group LLC11,519$502.0K0.06%––
Personal Cfo Solutions, LLC11,904$503.0K0.11%––
First National Trust Co11,993$506.0K0.03%––
Dividend Assets Capital, LLC12,090$510.0K0.10%––
Security National Bank of Sioux City Iowa12,109$512.0K0.41%––
Excalibur Management Corp12,137$512.0K0.25%––
Carret Asset Management, LLC12,144$513.0K0.06%––
Meridian Management Co12,148$513.0K0.16%––
Wilbanks Smith & Thomas Asset Management LLC12,160$513.0K0.02%––
Shayne & Co., LLC12,142$513.0K0.31%––
Aldebaran Financial Inc.12,175$514.0K0.48%––
Livforsakringsbolaget Skandia, Omsesidigt12,212$515.0K0.04%––
Mountain Pacific Investment Advisers Inc12,248$517.0K0.03%––
Venture Visionary Partners LLC12,283$518.0K0.04%––
Colonial Trust Advisors12,293$519.0K0.07%––
Keeley-Teton Advisors, LLC12,302$519.0K0.05%––
J.W. Cole Advisors, Inc.12,430$525.0K0.05%––
Grimes & Company, Inc.12,447$526.0K0.03%––
Dorsey & Whitney Trust CO LLC12,451$526.0K0.05%––
Buffington Mohr McNeal12,514$528.0K0.11%––
QS Investors, LLC12,525$529.0K0.01%––
Werlinich Asset Management, LLC12,625$533.0K0.47%––
Balasa Dinverno & Foltz LLC12,654$534.0K0.04%––
Forte Capital LLC12,729$537.0K0.08%––
Chicago Capital, LLC12,737$538.0K0.02%––
Laurel Wealth Advisors LLC12,888$544.0K0.13%––
Means Investment Co., Inc.12,899$545.0K0.12%––
Lincoln National Corp12,939$547.0K0.01%––
Gamble Jones Investment Counsel12,981$548.0K0.04%––
B. Metzler seel. Sohn & Co. Holding AG13,018$550.0K0.01%––
DuPont Capital Management Corp13,118$554.0K0.01%––
Boothbay Fund Management, LLC13,282$561.0K0.03%––
BTR Capital Management Inc13,305$562.0K0.08%––
Tudor Investment Corp Et Al13,369$564.0K0.01%––
Flputnam Investment Management Co13,358$564.0K0.02%––
Flagship Harbor Advisors, LLC13,410$566.0K0.06%––
Donaldson Capital Management, LLC13,656$577.0K0.03%––
FORA Capital, LLC13,690$578.0K0.19%––
Home Federal Bank of Tennessee13,764$581.0K0.22%––
ELCO Management Co., LLC13,766$581.0K0.53%––
Parallel Advisors, LLC13,801$583.0K0.03%––
Boyd Watterson Asset Management LLC13,860$585.0K0.26%––
Allred Capital Management, LLC13,923$587.8K0.27%––