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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
Burns J W & Co Inc23,391$988.0K0.17%––
Stratos Wealth Partners, LTD.23,392$988.0K0.03%––
KCM Investment Advisors LLC23,226$981.0K0.04%––
Bollard Group LLC22,690$958.0K0.03%––
Triangle Securities Wealth Management22,592$954.0K0.34%––
Roberts Glore & Co Inc22,474$949.0K0.30%––
Choate Investment Advisors22,393$945.0K0.06%––
Investors Financial Group, LLC22,387$945.0K0.55%––
Federation des caisses Desjardins du Quebec22,349$943.7K0.01%––
Sowell Financial Services LLC21,272$939.0K0.03%––
Stonehage Fleming Financial Services Holdings Ltd22,134$938.0K0.03%––
Garrison Point Advisors, LLC22,007$929.0K0.72%––
Bessemer Group Inc21,846$923.0K0.00%––
Kentucky Retirement Systems Insurance Trust Fund21,786$920.0K0.10%––
Investment Management of Virginia LLC21,368$902.0K0.18%––
Patten & Patten Inc21,376$902.0K0.07%––
AdvisorNet Financial, Inc21,333$901.0K0.06%––
USS Investment Management Ltd21,359$901.0K0.01%––
Wilen Investment Management Corp.21,524$899.0K0.80%––
Ethic Inc.21,206$895.0K0.16%––
American Portfolios Advisors21,133$892.2K0.04%––
Perigon Wealth Management, LLC21,094$891.0K0.09%––
Rossmore Private Capital21,096$891.0K0.17%––
Ameritas Investment Partners, Inc.22,259$890.0K0.03%––
Calamos Wealth Management LLC20,802$878.0K0.07%––
Dynamic Technology Lab Private Ltd20,602$870.0K0.10%––
Resources Management Corp20,528$867.0K0.13%––
Avantax Advisory Services, Inc.20,582$866.0K0.02%––
Lipe & Dalton20,447$863.0K0.48%––
Abbrea Capital, LLC20,301$857.0K0.14%––
Weiss Multi-Strategy Advisers LLC20,114$849.0K0.02%––
Sequoia Financial Advisors, LLC20,086$848.0K0.04%––
Seelaus Asset Management LLC20,080$848.0K0.54%––
Wendell David Associates Inc20,040$846.0K0.10%––
MAI Capital Management19,994$844.0K0.02%––
Brown Advisory Securities, LLC19,991$844.0K0.14%––
Graypoint LLC19,744$834.0K0.13%––
TRUE Private Wealth Advisors19,650$830.0K0.13%––
Busey Wealth Management19,613$828.0K0.04%––
Johnson Investment Counsel Inc19,568$826.0K0.01%––
AE Wealth Management LLC19,495$823.0K0.01%––
Everence Capital Management Inc19,460$822.0K0.07%––
Bridges Investment Management Inc19,443$821.0K0.02%––
Advisory Services Network, LLC19,375$818.0K0.03%––
Wolverine Trading, LLC19,258$816.0K0.02%––
Vestcor Inc19,069$805.0K0.03%––
Simmons Bank19,049$804.0K0.06%––
Arthur M. Cohen & Associates, LLC19,000$802.0K0.19%––
Shelton Capital Management18,584$785.0K0.03%––
Neo Ivy Capital Management18,199$768.0K0.84%––
Selway Asset Management18,160$767.0K0.45%––
New York Life Investments Alternatives21,000$767.0K0.54%––
Bragg Financial Advisors, Inc18,120$765.0K0.05%––
Pinnacle Associates Ltd18,071$763.0K0.01%––
CIBC World Markets Inc.18,069$763.0K0.00%––
Vontobel Holding Ltd.18,062$763.0K0.01%––
South State Corp.18,055$762.0K0.07%––
McMillion Capital Management Inc17,881$755.0K0.44%––
Redpoint Investment Management Pty Ltd17,868$754.0K0.06%––
Atlantic Union Bankshares Corp17,808$752.0K0.08%––
Estabrook Capital Management17,663$745.7K0.11%––
Miller Investment Management, LP17,500$739.0K0.14%––
L2 Asset Management, LLC17,474$738.0K0.76%––
Curated Wealth Partners LLC17,329$732.0K0.45%––
Capitolis Advisors LLC17,339$732.0K0.01%––
Nomura Holdings Inc17,256$729.0K0.01%––
Oppenheimer Asset Management Inc.17,297$729.0K0.01%––
Cubist Systematic Strategies, LLC17,212$727.0K0.01%––
Caldwell Trust Co17,197$726.1K0.10%––
Usca Ria LLC17,116$723.0K0.05%––
Siemens Fonds Invest GmbH16,944$715.0K0.07%––
Outfitter Financial LLC16,865$712.0K0.59%––
Foster & Motley Inc16,771$708.0K0.06%––
Montag A & Associates Inc16,725$706.0K0.04%––
Merit Financial Group, LLC16,724$706.0K0.07%––
Wellington Management Group LLP16,637$703.0K0.00%––
David Loasby16,645$703.0K0.10%––
Sigma Planning Corp16,568$700.0K0.02%––
Eudaimonia Partners, LLC16,578$700.0K0.15%––
Capital City Trust Co16,573$699.0K0.22%––
Corient Capital Partners, LLC16,516$698.0K0.06%––
TRH Financial, LLC16,279$687.0K0.35%––
Parsec Financial Management, Inc.16,231$685.0K0.04%––
Taylor, Cottrill, Erickson & Associates, Inc.16,213$685.0K0.10%––
Westhampton Capital, LLC16,137$681.0K0.47%––
Washington Trust Co15,969$675.0K0.02%––
Valley Brook Capital Group15,759$665.0K0.60%––
Baldwin Investment Management, LLC15,701$663.0K0.12%––
Resources Investment Advisors, LLC.15,656$661.0K0.03%––
Frontier Wealth Management LLC15,590$658.0K0.05%––
Folger Nolan Fleming Douglas Capital Management, Inc15,571$657.0K0.08%––
HighPoint Advisor Group LLC15,363$657.0K0.08%––
Boenning & Scattergood, Inc.15,448$652.0K0.12%––
LS Investment Advisors, LLC15,431$651.0K0.04%––
River Wealth Advisors LLC15,379$649.0K0.12%––
Penobscot Investment Management Company, Inc.15,099$637.0K0.10%––
Bath Savings Trust Co14,913$630.0K0.08%––
Amussen Hunsaker Associates LLC14,839$626.0K0.20%––
Bryn Mawr Trust Co14,792$624.0K0.02%––
Compton Capital Management Inc14,764$623.0K0.20%––