Skip to main content

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
Raymond James Financial Services Advisors, Inc.200,952$8.48M0.02%––
Forsta Ap-Fonden200,900$8.48M0.12%––
Olstein Capital Management, L.P.198,000$8.36M1.17%––
Fayez Sarofim & Co196,807$8.31M0.03%––
DnB Asset Management AS195,700$8.26M0.06%––
MetLife Investment Management194,720$8.22M0.08%––
State of Alaska, Department of Revenue190,037$8.02M0.09%––
Credit Agricole S A176,760$7.46M0.28%––
Peapack Gladstone Financial Corp173,327$7.32M0.19%––
Comerica Bank158,172$7.03M0.04%––
Utah Retirement Systems166,604$7.03M0.10%––
Davidson Kempner Capital Management LP161,921$6.84M0.07%––
Swiss Life Asset Management Ltd161,220$6.81M0.10%––
CIBC Private Wealth Group, LLC161,144$6.80M0.02%––
PGGM Investments160,695$6.79M0.03%––
Gulf International Bank (UK) Ltd160,292$6.77M0.09%––
Philadelphia Trust Co160,251$6.77M0.52%––
Davenport & Co LLC158,567$6.70M0.06%––
Cutler Investment Counsel LLC157,137$6.63M1.15%––
Meyer Handelman Co156,925$6.63M0.27%––
Osborne Partners Capital Management, LLC156,055$6.59M0.60%––
Cresset Asset Management, LLC154,782$6.54M0.10%––
Caisse de Depot Et Placement du Quebec153,854$6.50M0.01%––
Canada Pension Plan Investment Board151,737$6.41M0.01%––
Synovus Financial Corp149,994$6.32M0.07%––
M. Kraus & Co146,904$6.20M2.41%––
Windward Capital Management Co146,538$6.19M0.62%––
Fiduciary Trust Co146,316$6.18M0.13%––
Martin Investment Management, LLC144,598$6.11M1.72%––
Clifford Swan Investment Counsel LLC144,195$6.09M0.25%––
Creative Planning142,640$6.02M0.01%––
Janney Montgomery Scott LLC141,269$5.96M0.03%––
Skandinaviska Enskilda Banken AB (publ)141,218$5.96M0.04%––
Kanawha Capital Management LLC139,412$5.89M0.57%––
Capital International Sarl138,961$5.87M0.56%––
Punch & Associates Investment Management, Inc.137,328$5.80M0.35%––
Texas Permanent School Fund136,445$5.76M0.07%––
Steward Partners Investment Advisory, LLC136,248$5.75M0.10%––
Bradley Foster & Sargent Inc136,117$5.75M0.15%––
Gamco Investors, Inc. Et Al135,095$5.70M0.05%––
British Columbia Investment Management Corp134,973$5.70M0.04%––
Point72 Asset Management, L.P.131,157$5.54M0.03%––
Marshall Wace, LLP131,090$5.54M0.03%––
Intrinsic Edge Capital Management LLC128,506$5.43M0.38%––
HM Payson & Co128,053$5.41M0.14%––
BBVA USA Bancshares, Inc.125,581$5.30M0.25%––
D.A. Davidson & Co.122,383$5.17M0.07%––
Bahl & Gaynor Inc119,003$5.02M0.03%––
Moody National Bank Trust Division118,099$4.99M0.12%––
Metropolitan Life Insurance Co117,024$4.94M0.07%––
Private Advisor Group, LLC115,192$4.86M0.05%––
Tufton Capital Management115,001$4.86M0.83%––
GPM Growth Investors, Inc.113,917$4.81M2.75%––
Public Employees Retirement Association of Colorado113,665$4.80M0.02%––
American National Insurance Co112,974$4.77M0.19%––
KBC Group NV110,106$4.65M0.02%––
Meiji Yasuda Asset Management Co Ltd.110,090$4.65M0.34%––
Connecticut Wealth Management, LLC108,938$4.60M0.42%––
ProShare Advisors LLC106,228$4.49M0.01%––
Mutual of America Capital Management LLC105,982$4.47M0.05%––
Evoke Wealth, LLC105,346$4.45M0.20%––
MML Investors Services, LLC104,796$4.42M0.04%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys102,196$4.32M0.05%––
Close Asset Management Ltd101,819$4.30M0.23%––
Wesleyan Assurance Society101,500$4.28M0.57%––
Capital Management Corp100,777$4.25M0.95%––
Jefferies Group LLC99,650$4.21M0.10%––
Telos Capital Management, Inc.99,306$4.19M0.60%––
Nissay Asset Management Corp98,678$4.17M0.04%––
L & S Advisors Inc96,032$4.05M0.46%––
Morningstar Investment Services LLC95,350$4.04M0.05%––
Cambridge Investment Research Advisors, Inc.94,966$4.01M0.02%––
Guggenheim Capital LLC93,859$3.96M0.03%––
Farmers & Merchants Investments Inc93,622$3.95M0.19%––
IFM Investors Pty Ltd93,174$3.93M0.11%––
Westpac Banking Corp93,100$3.93M0.04%––
Assetmark, Inc90,040$3.80M0.02%––
Regions Financial Corp89,430$3.77M0.03%––
Hartford Investment Management Co89,302$3.77M0.10%––
Brandywine Global Investment Management, LLC88,490$3.74M0.03%––
Ingalls & Snyder LLC87,317$3.69M0.17%––
Thompson Siegel & Walmsley LLC85,978$3.63M0.05%––
IFP Advisors, Inc85,208$3.60M0.07%––
CapWealth Advisors, LLC85,204$3.60M0.41%––
Silvercrest Asset Management Group LLC83,776$3.54M0.02%––
Kestra Advisory Services, LLC83,580$3.53M0.04%––
Northwest Investment Counselors, LLC83,557$3.53M1.01%––
Natixis Advisors, L.P.83,536$3.53M0.02%––
Seven Eight Capital, LP91,700$3.46M0.79%––
Cohen Klingenstein LLC79,608$3.36M0.16%––
Clearbridge Investments, LLC78,704$3.32M0.00%––
Allianz Asset Management GmbH78,637$3.32M0.00%––
GAM Holding AG78,613$3.32M0.16%––
Dearborn Partners LLC77,999$3.29M0.14%––
CIBC World Markets Corp77,901$3.29M0.02%––
Public Sector Pension Investment Board77,175$3.26M0.02%––
Worldquant Millennium Advisors LLC76,473$3.23M0.07%––
Van Eck Associates Corp76,412$3.22M0.01%––
Huntington National Bank76,347$3.22M0.04%––
Schroder Investment Management Group74,472$3.14M0.00%––