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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
Wilen Investment Management Corp.21,524$899.0K0.80%––
AdvisorNet Financial, Inc21,333$901.0K0.06%––
USS Investment Management Ltd21,359$901.0K0.01%––
Investment Management of Virginia LLC21,368$902.0K0.18%––
Patten & Patten Inc21,376$902.0K0.07%––
Kentucky Retirement Systems Insurance Trust Fund21,786$920.0K0.10%––
Bessemer Group Inc21,846$923.0K0.00%––
Garrison Point Advisors, LLC22,007$929.0K0.72%––
Stonehage Fleming Financial Services Holdings Ltd22,134$938.0K0.03%––
Sowell Financial Services LLC21,272$939.0K0.03%––
Federation des caisses Desjardins du Quebec22,349$943.7K0.01%––
Choate Investment Advisors22,393$945.0K0.06%––
Investors Financial Group, LLC22,387$945.0K0.55%––
Roberts Glore & Co Inc22,474$949.0K0.30%––
Triangle Securities Wealth Management22,592$954.0K0.34%––
Bollard Group LLC22,690$958.0K0.03%––
KCM Investment Advisors LLC23,226$981.0K0.04%––
Burns J W & Co Inc23,391$988.0K0.17%––
Stratos Wealth Partners, LTD.23,392$988.0K0.03%––
Marshall Wace North America L.P.23,506$993.0K0.00%––
Columbia Asset Management23,508$993.0K0.18%––
TCF National Bank23,678$1.00M0.11%––
Banco Bilbao Vizcaya Argentaria, S.A.23,653$1.00M0.02%––
Northwestern Mutual Wealth Management Co23,914$1.01M0.00%––
Shilanski & Associates, Inc.24,029$1.02M0.54%––
Marble Harbor Investment Counsel, LLC24,143$1.02M0.14%––
World Asset Management Inc23,601$1.03M0.09%––
Scotia Capital Inc.24,587$1.04M0.01%––
Tower Bridge Advisors24,742$1.04M0.08%––
National Asset Management, Inc.25,144$1.05M0.04%––
Southport Management, L.L.C.25,000$1.06M3.91%––
Webster Bank, N. A.25,074$1.06M0.12%––
Systematic Alpha Investments, LLC25,100$1.06M0.07%––
united american securities inc. (d/b/a uas asset management)25,125$1.06M0.29%––
First Manhattan Co25,371$1.07M0.00%––
Ellis Investment Partners, LLC25,714$1.09M0.30%––
Hartford Financial Management Inc.25,903$1.09M0.27%––
Sandy Spring Bank25,959$1.10M0.06%––
NJ State Employees Deferred Compensation Plan26,002$1.10M0.16%––
Salem Investment Counselors Inc26,217$1.11M0.07%––
CWM, LLC22,959$1.12M0.01%––
Intercontinental Wealth Advisors, LLC26,635$1.13M0.24%––
Financial Counselors Inc26,688$1.13M0.03%––
Courier Capital LLC26,752$1.13M0.11%––
Waratah Capital Advisors Ltd.26,902$1.14M0.07%––
Dowling & Yahnke LLC27,205$1.15M0.08%––
Allstate Corp27,344$1.15M0.04%––
Principle Wealth Partners LLC27,459$1.16M0.14%––
Montecito Bank & Trust27,460$1.16M0.24%––
Ieq Capital, LLC27,478$1.16M0.05%––
Cetera Advisors LLC27,568$1.16M0.03%––
Waters Parkerson & Co., LLC27,733$1.17M0.07%––
Achmea Investment Management B.V.27,781$1.17M0.04%––
Panagora Asset Management Inc28,102$1.19M0.01%––
BP PLC28,234$1.19M0.04%––
Cetera Investment Advisers28,307$1.20M0.02%––
Neville Rodie & Shaw Inc28,333$1.20M0.10%––
Regentatlantic Capital LLC28,719$1.21M0.04%––
Trexquant Investment LP28,800$1.22M0.11%––
Nichols & Pratt Advisers LLP28,840$1.22M0.09%––
Savant Capital, LLC28,981$1.22M0.07%––
Trust Co of Toledo NA29,117$1.23M0.22%––
Essex Financial Services, Inc.29,363$1.24M0.22%––
Prelude Capital Management, LLC29,592$1.25M0.09%––
Cigna Investments Inc29,616$1.25M0.09%––
IBM Retirement Fund29,651$1.25M0.09%––
Cetera Advisor Networks LLC29,945$1.26M0.03%––
Verition Fund Management LLC29,966$1.26M0.02%––
Citizens Business Bank30,214$1.28M0.18%––
Blue Square Asset Management, LLC30,627$1.29M0.83%––
Central Trust Co30,760$1.30M0.05%––
Arkadios Wealth Advisors30,797$1.30M0.21%––
FineMark National Bank & Trust30,919$1.30M0.06%––
Quadrature Capital Ltd31,009$1.31M0.06%––
Curbstone Financial Management Corp31,148$1.31M0.26%––
Segall Bryant & Hamill, LLC31,359$1.32M0.01%––
Banque Cantonale Vaudoise31,532$1.33M0.07%––
Breiter Capital Management Inc31,735$1.34M1.38%––
LMR Partners LLP31,770$1.34M0.03%––
Advisors Asset Management, Inc.31,788$1.34M0.02%––
Wedbush Securities Inc31,822$1.34M0.07%––
Veracity Capital LLC32,392$1.37M0.64%––
Palladium Partners LLC32,672$1.38M0.07%––
Barings LLC32,882$1.39M0.03%––
Mackenzie Financial Corp33,060$1.40M0.00%––
Fishman Jay A Ltd33,083$1.40M0.19%––
Sawgrass Asset Management LLC33,101$1.40M0.11%––
Acadian Asset Management LLC33,147$1.40M0.01%––
Glenview Trust Co33,245$1.40M0.06%––
Proequities, Inc.33,344$1.41M0.10%––
South Dakota Investment Council33,479$1.41M0.02%––
Crestwood Advisors Group LLC33,493$1.41M0.04%––
Leverage Partners Absolute Return Fund SPC33,500$1.41M1.13%––
Lazard Freres Gestion S.A.S.39,266$1.42M0.05%––
Pillar Pacific Capital Management LLC33,827$1.43M0.11%––
Matthew Goff Investment Advisor, LLC34,332$1.45M0.41%––
Financial Advocates Investment Management34,574$1.46M0.11%––
Poehling Capital Management, LLC34,712$1.47M0.51%––
ExodusPoint Capital Management, LP34,800$1.47M0.03%––
Boston Private Wealth LLC34,843$1.47M0.02%––