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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
Kerntke Otto McGlone Wealth Management Group5,550$234.0K0.12%––
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%––
Mark Stevens5,459$231.0K0.03%––
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%––
Notis-McConarty Edward5,375$227.0K0.09%––
Claro Advisors LLC5,375$227.0K0.11%––
First Command Bank5,367$226.0K0.05%––
First Command Financial Services, Inc.5,367$226.0K0.05%––
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%––
Smithfield Trust Co5,300$224.0K0.02%––
Homrich & Berg5,277$223.0K0.01%––
Madison Wealth Management5,267$222.0K0.05%––
Whalerock Point Partners, LLC5,228$220.7K0.10%––
Belpointe Asset Management LLC5,182$219.0K0.02%––
Cobblestone Capital Advisors LLC5,130$217.0K0.02%––
Horizon Investments, LLC5,114$216.0K0.01%––
BDO Wealth Advisors, LLC5,111$216.0K0.03%––
Barrett Asset Management, LLC5,091$215.0K0.01%––
Formidable Asset Management, LLC5,121$215.0K0.05%––
Brighton Jones LLC5,065$214.0K0.01%––
Carmichael Hill & Associates, Inc.5,076$214.0K0.13%––
Fernwood Investment Management, LLC5,051$213.0K0.08%––
Mission Creek Capital Partners, Inc.5,045$213.0K0.03%––
Capital Advantage, Inc.5,021$212.0K0.06%––
GSB Wealth Management, LLC5,033$212.0K0.07%––
Versant Capital Management, Inc4,982$210.0K0.08%––
Aveo Capital Partners, LLC4,954$209.0K0.05%––
Sheets Smith Wealth Management4,929$208.0K0.03%––
BKD Wealth Advisors, LLC4,922$208.0K0.01%––
JBF Capital, Inc.4,900$207.0K0.05%––
Rodgers Brothers Inc.4,886$206.0K0.04%––
D'Orazio & Associates, Inc.4,886$206.0K0.06%––
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%––
Spinnaker Trust4,832$204.0K0.02%––
Logan Capital Management Inc4,804$203.0K0.01%––
Abbot Financial Management, Inc.4,784$202.0K0.09%––
Great Lakes Advisors, LLC4,753$201.0K0.00%––
First Foundation Advisors4,756$201.0K0.01%––
Naples Global Advisors, LLC4,751$201.0K0.03%––
Harbor Investment Advisory, LLC4,465$189.0K0.03%––
Acropolis Investment Management, LLC4,454$188.0K0.02%––
MPS Loria Financial Planners, LLC4,472$188.0K0.09%––
Parkside Financial Bank & Trust4,396$185.0K0.06%––
Bray Capital Advisors4,360$184.0K0.05%––
CX Institutional4,181$177.0K0.02%––
Charter Oak Capital Management, LLC4,169$176.0K0.02%––
First Bank & Trust4,154$175.0K0.09%––
Trustcore Financial Services, LLC4,129$174.0K0.02%––
Manchester Capital Management LLC4,092$173.0K0.03%––
Farmers & Merchants Trust Co of Chambersburg PA3,935$166.0K0.13%––
Mirova3,814$161.0K0.02%––
Lindbrook Capital, LLC3,769$159.0K0.04%––
Carolinas Wealth Consulting LLC3,711$157.0K0.04%––
First Financial Corp3,658$155.0K0.11%––
Johnson Financial Group, Inc.3,664$155.0K0.01%––
Gables Capital Management Inc.3,622$153.0K0.08%––
Wealthcare Advisory Partners LLC3,583$151.0K0.01%––
Security National Trust Co3,327$141.0K0.03%––
TD Private Client Wealth LLC3,328$140.5K0.01%––
Point72 Hong Kong Ltd3,317$140.0K0.01%––
Allworth Financial LP3,249$137.0K0.00%––
Banco de Sabadell, S.A3,201$135.0K0.01%––
Sun Life Financial INC3,121$132.0K0.01%––
Carmignac Gestion3,131$132.0K0.00%––
Harvest Fund Management Co., Ltd3,130$132.0K0.01%––
North Star Investment Management Corp.3,030$128.0K0.01%––
FinTrust Capital Advisors, LLC3,041$128.0K0.04%––
Sonora Investment Management, LLC2,967$125.0K0.01%––
Mascoma Wealth Management LLC2,960$125.0K0.05%––
O'Shaughnessy Asset Management, LLC2,878$122.0K0.00%––
AllSquare Wealth Management LLC2,843$120.0K0.07%––
Duncker Streett & Co Inc2,750$116.0K0.02%––
Accel Wealth Management2,690$114.0K0.09%––
Oakworth Capital, Inc.2,641$111.0K0.01%––
Ironwood Wealth Management, LLC.2,631$111.0K0.07%––
Center for Financial Planning, Inc.2,603$110.0K0.03%––
Stephenson National Bank & Trust2,523$107.0K0.07%––
NVWM, LLC2,542$107.0K0.04%––
Huber Capital Management LLC2,500$106.0K0.03%––
Concord Wealth Partners2,505$106.0K0.04%––
Seeyond2,454$103.0K0.01%––
Clear Perspectives Financial Planning, LLC2,442$103.0K0.06%––
Sutton Wealth Advisors Inc.2,421$102.2K0.04%––
FourThought Financial, LLC2,423$102.0K0.01%––
Raffa Wealth Management, LLC2,407$101.6K0.04%––
Zions Bancorporation, N.A.2,378$100.0K0.01%––
CKW Financial Group2,350$99.0K0.02%––
Berman Capital Advisors, LLC2,368$99.0K0.02%––
M&R Capital Management Inc2,325$98.0K0.02%––
TFC Financial Management2,301$97.0K0.04%––