Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in Carrier Global Corp as of Jun 30, 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
1,249
+40 vs. Q1 2021
Shares held
734.2M
+3.67M (+0.5%) vs. Q1 2021
Total value
$35.7B
+$4.85B (+15.7%) vs. Q1 2021
New holders
129
428 more added
Sold out
89
459 more reduced

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,249 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 heldQ2 2021: $35.7B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2021.

Institutions holding CARR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Investors Research Corp7$00.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$00.00%00.0%Unchanged
Coastal Capital Group, Inc.4$00.00%00.0%Unchanged
DB Wealth Management Group, LLC1$00.00%00.0%Unchanged
St. Johns Investment Management Company, LLC10$00.00%+10New
WestEnd Advisors, LLC–$1450.00%–New
Kelly Financial Services LLC24,986$5140.02%+24,473+4,770.6%Added
Wolff Wiese Magana LLC17$1.00K0.00%−601−97.2%Reduced
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
American National Bank10$1.00K0.00%00.0%Unchanged
Arlington Partners LLC19$1.00K0.00%00.0%Unchanged
Syverson Strege & Co16$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC28$1.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC21$1.00K0.00%00.0%Unchanged
Pacifica Partners Inc.13$1.00K0.00%00.0%Unchanged
TSFG, LLC18$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC29$1.00K0.00%00.0%Unchanged
Exane Derivatives21$1.03K0.00%00.0%Unchanged
West Paces Advisors Inc.40$1.94K0.00%00.0%Unchanged
Wealthstreet Investment Advisors, LLC38$2.00K0.01%−10,500−99.6%Reduced
Savior LLC41$2.00K0.00%−25−37.9%Reduced
TD Capital Management LLC40$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$2.00K0.00%+10+26.3%Added
Winch Advisory Services, LLC40$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services50$2.00K0.00%00.0%Unchanged
Standard Family Office LLC42$2.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph47$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC35$2.00K0.00%+35New
Paragon Wealth Strategies, LLC50$2.00K0.00%+50New
Flagship Private Wealth, LLC46$2.25K0.00%00.0%Unchanged
Cribstone Capital Management, LLC72$3.00K0.00%+7+10.8%Added
Column Capital Advisors, LLC59$3.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors58$3.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC74$3.61K0.00%00.0%Unchanged
Earnest Partners LLC89$4.00K0.00%00.0%Unchanged
Central Bank & Trust Co83$4.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC84$4.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC75$4.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.83$4.00K0.00%+83New
Cordant, Inc.88$4.00K0.00%+88New
IAG Wealth Partners, LLC91$5.00K0.00%−47−34.1%Reduced
Trust Co108$5.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC112$5.00K0.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC100$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc133$6.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC126$6.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc128$6.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC119$6.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.150$7.00K0.00%00.0%Unchanged
CoreFirst Bank & Trust150$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC135$7.00K0.00%+19+16.4%Added
Horrell Capital Management, Inc.173$8.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc168$8.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC162$8.00K0.00%00.0%Unchanged
Pacitti Group Inc.167$8.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC165$8.00K0.00%00.0%Unchanged
Independence Bank of Kentucky181$9.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp187$9.00K0.00%+35+23.0%Added
First PREMIER Bank200$10.0K0.00%−140−41.2%Reduced
Essex Investment Management Co LLC200$10.0K0.00%00.0%Unchanged
Phoenix Wealth Advisors200$10.0K0.01%00.0%Unchanged
Resolute Partners Group201$10.0K0.00%00.0%Unchanged
PrairieView Partners, LLC227$11.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC217$11.0K0.01%+217New
Perkins Coie Trust Co239$12.0K0.00%−872−78.5%Reduced
Pin Oak Investment Advisors Inc257$12.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC244$12.0K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC277$13.0K0.01%+277New
Truvestments Capital LLC286$14.0K0.01%00.0%Unchanged
Personal Wealth Partners288$14.0K0.01%+288New
Private Ocean, LLC300$15.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.313$15.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC300$15.0K0.01%00.0%Unchanged
Prentice Wealth Management LLC312$15.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC336$16.0K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC320$16.0K0.00%+251+363.8%Added
Cedar Mountain Advisors, LLC343$17.0K0.01%−513−59.9%Reduced
Tortoise Investment Management, LLC350$17.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC349$17.0K0.00%+1+0.3%Added
Twin Lakes Capital Management, LLC345$17.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.351$17.0K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC353$17.0K0.01%+111+45.9%Added
Sittner & Nelson, LLC371$18.0K0.01%00.0%Unchanged
Perennial Advisors, LLC361$18.0K0.01%00.0%Unchanged
Financial Perspectives, Inc390$19.0K0.01%−16,076−97.6%Reduced
Field & Main Bank400$19.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC400$19.0K0.01%00.0%Unchanged
Norway Savings Bank388$19.0K0.01%00.0%Unchanged
Larson Financial Group LLC382$19.0K0.00%+1+0.3%Added
Holloway Wealth Management, LLC–$19.0K0.01%–New
Towarzystwo Funduszy Inwestycyjnych Pzu SA409$19.9K0.02%00.0%Unchanged
Hanseatic Management Services Inc412$20.0K0.04%+2+0.5%Added
AlphaMark Advisors, LLC405$20.0K0.01%00.0%Unchanged
JJJ Advisors Inc.411$20.0K0.01%00.0%Unchanged
Strategic Blueprint, LLC403$20.0K0.00%+403New
Cascade Investment Advisors, Inc.413$20.1K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.461$21.0K0.00%−58−11.2%Reduced
Summit Wealth Group, LLC441$21.0K0.03%00.0%Unchanged