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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.

Q2 2021 vs. Q1 2021

How the institutions holding Carrier Global Corp changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of CARR: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,220111,249+40
Shares736.2M5.62M734.2M+3.67M (+0.5%)
Value$31.1B$237.1M$35.7B+$4.85B (+15.7%)

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (129)

Institutions that held Carrier Global Corp at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 129 by value.

Institutions new to CARR in Q2 2021
InstitutionSharesValue% of portfolio
Amundi4,700,017$228.4M0.16%
1832 Asset Management L.P.1,141,100$55.5M0.11%
Raub Brock Capital Management LP578,227$28.1M4.84%
Mn Services Vermogensbeheer B.V.605,600$24.8M0.19%
Churchill Management Corp163,395$7.94M0.12%
Comerica Securities,inc.141,300$6.88M0.52%
Myriad Asset Management Ltd.115,800$5.63M0.43%
Group One Trading, L.P.115,631$5.62M0.11%
TCW Group Inc112,385$5.46M0.05%
BBVA USA111,909$5.44M0.30%
Walleye Trading LLC103,223$5.02M0.13%
PRW Wealth Management LLC63,980$3.11M0.91%
Three Peaks Capital Management, LLC58,270$2.83M0.87%
Advisor Resource Council58,011$2.82M0.29%
Atria Investments LLC57,373$2.79M0.05%
Souders Financial Advisors56,191$2.73M0.92%
PEAK6 Investments LLC51,232$2.49M0.07%
Walleye Capital LLC49,500$2.41M0.09%
Zacks Investment Management47,209$2.29M0.04%
PCJ Investment Counsel Ltd.45,000$2.19M0.82%
K.J. Harrison & Partners Inc40,000$1.95M0.28%
York Capital Management Global Advisors, LLC39,859$1.94M0.22%
MD Financial Management Inc.38,617$1.88M0.05%
Shikiar Asset Management Inc36,500$1.77M0.50%
Zurich Insurance Group Ltd32,200$1.56M0.02%
Delta Financial Advisors LLC29,098$1.41M0.62%
Inscription Capital, LLC26,977$1.31M0.15%
Lavaca Capital LLC25,507$1.24M0.64%
Benjamin Edwards Inc23,454$1.14M0.78%
Phoenix Holdings Ltd.23,136$1.13M0.02%
Van Leeuwen & Company, LLC22,601$1.10M0.65%
Aureus Asset Management, LLC20,725$1.01M0.06%
Warther Private Wealth, LLC19,804$965.0K0.94%
Hussman Strategic Advisors, Inc.15,500$753.0K0.16%
TrinityPoint Wealth, LLC15,063$732.0K0.15%
Investment Advisory Services Inc12,576$611.0K0.38%
HAP Trading, LLC10,648$517.0K0.03%
Paloma Partners Management Co10,295$500.0K0.01%
Verdence Capital Advisors LLC9,895$481.0K0.07%
TownSquare Capital, LLC9,558$460.0K0.01%
Pendal Group Limited9,376$456.0K0.00%
Marino, Stram & Associates LLC8,473$412.0K0.11%
Mayflower Financial Advisors, LLC8,288$403.0K0.06%
Sunbelt Securities, Inc.7,801$383.0K0.07%
Cliftonlarsonallen Wealth Advisors, LLC7,780$378.0K0.02%
Park Avenue Securities LLC7,644$372.0K0.01%
SRS Capital Advisors, Inc.6,837$332.0K0.05%
Fort, L.P.6,334$308.0K0.09%
Henshaw Capital LLC6,138$298.3K0.02%
Fox Run Management, L.L.C.5,751$279.0K0.25%
Thomasville National Bank5,657$275.0K0.03%
Associated Banc-Corp5,553$270.0K0.01%
Assenagon Asset Management S.A.5,316$258.0K0.00%
Sawtooth Solutions, LLC5,176$252.0K0.05%
King Luther Capital Management Corp5,145$250.0K0.00%
Karp Capital Management Corp4,991$243.0K0.04%
Brookstone Capital Management4,914$242.0K0.00%
Wolverine Asset Management LLC4,960$241.0K0.00%
PNC Managed Account Solutions, Inc.4,891$238.0K0.05%
Orion Portfolio Solutions, LLC4,888$238.0K0.01%
Peddock Capital Advisors, LLC4,280$236.0K0.08%
Pinnacle Wealth Advisors4,849$236.0K0.01%
Newman Dignan & Sheerar, Inc.4,740$230.0K0.08%
Chicago Trust Co NA4,712$229.0K0.05%
Bridgewater Advisors Inc.4,672$227.0K0.07%
Minot Wealth Management LLC4,575$225.0K0.05%
CFO4Life Group, LLC4,579$223.0K0.05%
Lake Street Advisors Group, LLC3,970$222.0K0.02%
Nicolet Bankshares Inc4,544$221.0K0.06%
Hilltop Holdings Inc.4,545$221.0K0.02%
Silicon Valley Capital Partners4,545$221.0K0.04%
Grandfield & Dodd, LLC4,507$220.0K0.02%
Main Street Financial Solutions, LLC4,498$219.0K0.04%
Aberdeen Wealth Management LLC4,500$219.0K0.20%
Congress Asset Management Co4,491$218.0K0.00%
Laidlaw Wealth Management LLC4,442$216.0K0.06%
Todd Asset Management LLC4,405$214.0K0.00%
Radnor Capital Management, LLC4,382$213.0K0.07%
First Citizens Bank & Trust Co4,360$212.0K0.01%
Chicago Partners Investment Group LLC4,101$211.0K0.02%
Waldron Private Wealth LLC4,348$211.0K0.01%
Covenant Multifamily Offices, LLC4,336$211.0K0.04%
Warren Averett Asset Management, LLC3,729$209.0K0.02%
Ritholtz Wealth Management4,306$209.0K0.02%
Texas Yale Capital Corp.4,270$208.0K0.01%
West Family Investments, Inc.4,281$208.0K0.06%
Equitable Trust Co4,232$206.0K0.01%
ProVise Management Group, LLC4,211$205.0K0.02%
US Financial Advisors, LLC4,228$205.0K0.10%
Claret Asset Management Corp4,217$205.0K0.03%
Keebeck Wealth Management, LLC4,200$205.0K0.03%
Rockland Trust Co4,204$204.0K0.01%
Stock Yards Bank & Trust Co4,192$204.0K0.01%
Hall Capital Management Co Inc4,200$204.0K0.13%
Fort Washington Investment Advisors Inc4,190$203.0K0.00%
Pavion Blue Capital, LLC4,154$202.0K0.12%
Redhawk Wealth Advisors, Inc.4,137$201.0K0.04%
Anfield Capital Management, LLC3,648$177.0K0.07%
Deseret Mutual Benefit Administrators3,242$158.0K0.04%
Islay Capital Management, LLC2,746$133.0K0.11%

Sold out (89)

Institutions that held Carrier Global Corp at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of CARR in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Southpoint Capital Advisors LP10,374,000$438.0M
Theleme Partners LLP2,892,396$122.1M
Laurion Capital Management LP2,698,870$113.9M
Balyasny Asset Management LLC1,426,453$60.2M
Davide Leone & Partners Investment Co Ltd.1,243,757$52.5M
Susquehanna Fundamental Investments, LLC700,000$29.6M
Anomaly Capital Management, LP481,250$20.3M
Artemis Investment Management LLP342,117$14.4M
Echo Street Capital Management LLC290,468$12.3M
UBS Oconnor LLC265,455$11.2M
Davidson Kempner Capital Management LP161,921$6.84M
Caisse de Depot Et Placement du Quebec153,854$6.50M
Jefferies Group LLC99,650$4.21M
Brandywine Global Investment Management, LLC88,490$3.74M
Seven Eight Capital, LP91,700$3.46M
Teza Capital Management LLC58,927$2.49M
Cipher Capital LP57,478$2.43M
Occudo Quantitative Strategies LP54,629$2.31M
Peregrine Asset Advisers, Inc.48,044$2.03M
CNH Partners LLC44,051$1.86M
Empowered Funds, LLC45,260$1.71M
ExodusPoint Capital Management, LP34,800$1.47M
Verition Fund Management LLC29,966$1.26M
Prelude Capital Management, LLC29,592$1.25M
Trexquant Investment LP28,800$1.22M
Intercontinental Wealth Advisors, LLC26,635$1.13M
Marshall Wace North America L.P.23,506$993.0K
Dynamic Technology Lab Private Ltd20,602$870.0K
Weiss Multi-Strategy Advisers LLC20,114$849.0K
Neo Ivy Capital Management18,199$768.0K
New York Life Investments Alternatives21,000$767.0K
Siemens Fonds Invest GmbH16,944$715.0K
LS Investment Advisors, LLC15,431$651.0K
London & Capital Asset Management Ltd11,106$469.0K
Pearl River Capital, LLC10,925$461.0K
Van Hulzen Asset Management, LLC10,750$454.0K
Unison Advisors LLC10,491$443.0K
Wealthspire Advisors, LLC9,418$398.0K
Gsa Capital Partners LLP8,647$365.0K
Tennessee Valley Asset Management Partners8,332$352.0K
CSS LLC8,254$349.0K
Ferris Capital, LLC8,161$345.0K
Harbour Investment Management LLC7,909$334.0K
InTrack Investment Management Inc7,740$327.0K
Farmers National Bank7,494$316.4K
Princeton Portfolio Strategies Group LLC6,541$276.0K
Enlightenment Research, LLC5,700$241.0K
Iat Reinsurance Co Ltd.5,494$232.0K
AIA Group Ltd5,401$228.0K
Virtu Financial LLC5,399$228.0K
Brighton Jones LLC5,065$214.0K
Capital Advantage, Inc.5,021$212.0K
BKD Wealth Advisors, LLC4,922$208.0K
Voya Financial Advisors, Inc.4,833$205.0K
Laurel Wealth Advisors, Inc.4,846$205.0K
Abbot Financial Management, Inc.4,784$202.0K
Point72 Hong Kong Ltd3,317$140.0K
Banco de Sabadell, S.A3,201$135.0K
Carmignac Gestion3,131$132.0K
Mascoma Wealth Management LLC2,960$125.0K
Grace Capital2,000$84.0K
RBA Wealth Management, LLC1,618$68.3K
Wall Street Access Asset Management, LLC1,600$68.0K
Meridian Wealth Partners, LLC1,556$65.0K
Ameritas Investment Company, LLC1,043$44.0K
Fiduciary Planning LLC1,000$42.0K
Leelyn Smith, LLC744$31.0K
Tacita Capital Inc725$31.0K
WealthShield Partners, LLC700$30.0K
Laffer Tengler Investments670$28.3K
Semmax Financial Advisors Inc.504$21.0K
RMR Wealth Builders503$21.0K
Certified Advisory Corp463$20.0K
Cowa, LLC460$20.0K
New England Asset Management Inc266$11.0K
Blume Capital Management, Inc.200$8.00K
Manchester Financial Inc141$6.00K
Brand Asset Management Group, Inc.150$6.00K
Lee Financial Co100$4.00K
Marquette Asset Management, LLC100$4.00K
Tfo-TDC, LLC100$4.00K
Grandview Asset Management LLC100$4.00K
Abundance Wealth Counselors100$4.00K
Atlas Private Wealth Management100$4.00K
Laurel Wealth Planning LLC86$4.00K
Parallax Volatility Advisers, L.P.54$2.00K
Wealthcare Capital Management LLC16$1.00K
Lloyd Advisory Services, LLC.20$1.00K
Alpha DNA Investment Management LLC19$0

Not filed for Q2 2021 yet (11)

Institutions that held Carrier Global Corp at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CARR in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.4,957,720$209.3M
North American Management Corp411,397$17.4M
BBVA USA Bancshares, Inc.125,581$5.30M
Bokf, NA38,705$1.63M
Pillar Pacific Capital Management LLC33,827$1.43M
TCF National Bank23,678$1.00M
Rikoon Group, LLC9,795$414.0K
Alterity Financial Group, LLC7,806$358.0K
Sullivan, Bruyette, Speros & Blaney, LLC5,758$243.0K
Tompkins Financial Corp1,312$55.0K
CSat Investment Advisory, L.P.641$27.0K