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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
Boston Trust Walden Corp10,302$435.0K0.00%––
Toroso Investments, LLC10,298$435.0K0.02%––
Umb Bank N A10,283$434.0K0.01%––
Covington Capital Management10,168$429.0K0.02%––
Snowden Capital Advisors LLC10,154$428.7K0.02%––
JustInvest LLC10,121$427.0K0.06%––
Canal Insurance CO10,000$426.0K0.16%––
Heritage Way Advisors, LLC10,000$422.0K0.19%––
Gifford Fong Associates10,000$422.0K0.09%––
Carroll Financial Associates, Inc.9,991$421.0K0.03%––
Boston Financial Mangement LLC9,946$420.0K0.02%––
Fulcrum Asset Management LLP–$419.0K0.27%––
NorthCoast Asset Management LLC9,908$418.0K0.02%––
Mid Atlantic Financial Management Inc9,883$417.0K0.03%––
Rikoon Group, LLC9,795$414.0K0.11%––
Private Capital Group, LLC9,805$414.0K0.10%––
Coastal Investment Advisors, Inc.9,763$412.0K0.11%––
Peoples Financial Services Corp.9,713$410.0K0.18%––
Bailard, Inc.9,656$408.0K0.02%––
Azimuth Capital Management LLC9,672$408.0K0.02%––
Sageworth Trust Co9,669$408.0K0.03%––
Tiemann Investment Advisors, LLC9,572$404.0K0.20%––
Bard Financial Services, Inc.9,560$404.0K0.04%––
Campbell Newman Asset Management Inc9,488$401.0K0.04%––
Symmetry Partners, LLC9,445$399.0K0.03%––
Wealthspire Advisors, LLC9,418$398.0K0.01%––
Independent Advisor Alliance9,406$397.0K0.02%––
Ancora Advisors, LLC9,370$396.0K0.01%––
Enterprise Financial Services Corp9,316$393.0K0.07%––
Duff & Phelps Investment Management Co9,290$392.0K0.01%––
Harbour Investments, Inc.9,234$390.0K0.01%––
Tucker Asset Management LLC9,221$389.3K0.21%––
Monterey Private Wealth, Inc.8,800$388.0K0.21%––
Community Bank, N.A.9,149$387.0K0.05%––
Berkshire Asset Management LLC9,153$386.0K0.03%––
Mitchell & Pahl Private Wealth, LLC9,154$386.0K0.30%––
Exencial Wealth Advisors, LLC9,120$385.0K0.02%––
Hutchinson Capital Management9,105$384.0K0.10%––
IFG Advisory, LLC9,101$384.0K0.05%––
St Germain D J Co Inc9,023$381.0K0.03%––
Atwood & Palmer Inc9,025$381.0K0.04%––
American National Registered Investment Advisor, Inc.9,034$381.0K0.15%––
NTV Asset Management LLC8,975$379.0K0.07%––
Financial Advisory Group8,937$377.0K0.10%––
Wade G W & Inc8,802$372.0K0.02%––
Clearstead Advisors, LLC8,734$369.0K0.03%––
Farmers Trust Co8,722$369.0K0.09%––
Gsa Capital Partners LLP8,647$365.0K0.06%––
Supplemental Annuity Collective Trust of NJ8,600$363.0K0.13%––
Drexel Morgan & Co.8,578$362.0K0.09%––
Greenleaf Trust8,514$359.0K0.00%––
United Bank8,506$359.0K0.05%––
B. Riley Wealth Management, Inc.8,505$359.0K0.04%––
YorkBridge Wealth Partners, LLC8,473$358.0K0.11%––
Virtue Capital Management, LLC8,487$358.0K0.08%––
Alterity Financial Group, LLC7,806$358.0K0.44%––
Institute for Wealth Management, LLC.8,456$357.0K0.07%––
Sentry Investment Management LLC8,381$354.0K0.10%––
Tennessee Valley Asset Management Partners8,332$352.0K0.09%––
McDonald Partners LLC8,307$351.0K0.09%––
Simplex Trading, LLC8,314$351.0K0.02%––
Piscataqua Savings Bank8,316$351.0K0.31%––
Shakespeare Wealth Management, Inc.8,285$350.0K0.14%––
Eagle Asset Management Inc8,311$349.0K0.00%––
CSS LLC8,254$349.0K0.02%––
Regent Investment Management LLC8,260$349.0K0.09%––
Ferris Capital, LLC8,161$345.0K0.09%––
Great Valley Advisor Group, Inc.8,158$345.0K0.03%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,127$343.0K0.00%––
Schnieders Capital Management LLC8,130$343.0K0.10%––
Adirondack Trust Co8,100$342.0K0.18%––
Howland Capital Management LLC8,103$342.0K0.02%––
Ropes Wealth Advisors LLC7,678$342.0K0.06%––
Capital Analysts, LLC8,055$340.0K0.02%––
Heritage Trust Co8,036$340.0K0.05%––
ICW Investment Advisors LLC8,044$340.0K0.23%––
Baker Ellis Asset Management LLC8,038$339.0K0.07%––
Nachman Norwood & Parrott, Inc8,008$338.0K0.04%––
Beacon Pointe Advisors, LLC7,933$335.0K0.02%––
Harbour Investment Management LLC7,909$334.0K0.18%––
Bennicas & Associates, Inc.7,891$333.0K0.19%––
MRJ Capital Inc7,910$333.0K0.21%––
Goelzer Investment Management, Inc.7,835$331.0K0.03%––
Wintrust Investments LLC7,782$329.0K0.03%––
InTrack Investment Management Inc7,740$327.0K0.30%––
Obermeyer Wood Investment Counsel, LLLP7,672$324.0K0.02%––
Cornerstone Wealth Management, LLC7,659$323.0K0.04%––
Cypress Capital Group7,627$322.0K0.05%––
Jacobi Capital Management LLC7,636$322.0K0.05%––
American Century Companies Inc7,529$318.0K0.00%––
First Hawaiian Bank7,527$318.0K0.01%––
Kestra Private Wealth Services, LLC7,539$318.0K0.02%––
CPWM, LLC7,539$318.0K0.03%––
SeaCrest Wealth Management, LLC7,527$318.0K0.04%––
Wellington Shields Capital Management, LLC7,501$317.0K0.03%––
Farmers National Bank7,494$316.4K0.12%––
Cape Cod Five Cents Savings Bank7,475$316.0K0.03%––
Cerity Partners LLC7,480$316.0K0.01%––
FRG Family Wealth Advisors LLC7,496$316.0K0.06%––
Fruth Investment Management7,481$315.0K0.10%––