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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 54,703 | $2.66M | 0.11% | −1,360−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 55,005 | $2.67M | 0.04% | +5,894+12.0% | Added |
| Aptus Capital Advisors, LLC | 55,898 | $2.72M | 0.12% | +4,326+8.4% | Added |
| Souders Financial Advisors | 56,191 | $2.73M | 0.92% | +56,191 | New |
| CIBC World Markets Corp | 56,716 | $2.76M | 0.02% | −21,185−27.2% | Reduced |
| Candriam Luxembourg S.C.A. | 56,785 | $2.76M | 0.02% | +2,380+4.4% | Added |
| LMR Partners LLP | 57,172 | $2.78M | 0.04% | +25,402+80.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 57,100 | $2.78M | 0.05% | +33,447+141.4% | Added |
| CIBC World Markets Inc. | 57,307 | $2.79M | 0.01% | +39,238+217.2% | Added |
| Atria Investments LLC | 57,373 | $2.79M | 0.05% | +57,373 | New |
| Elo Mutual Pension Insurance Co | 57,836 | $2.81M | 0.09% | −1,564−2.6% | Reduced |
| Advisor Resource Council | 58,011 | $2.82M | 0.29% | +58,011 | New |
| Three Peaks Capital Management, LLC | 58,270 | $2.83M | 0.87% | +58,270 | New |
| Evercore Wealth Management, LLC | 59,030 | $2.87M | 0.05% | −200.0% | Reduced |
| CSM Advisors, LLC | 59,010 | $2.87M | 0.19% | −1,510−2.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 59,071 | $2.87M | 0.61% | −520−0.9% | Reduced |
| Hall Laurie J Trustee | 59,245 | $2.88M | 1.09% | +2,290+4.0% | Added |
| Captrust Financial Advisors | 59,384 | $2.89M | 0.03% | −5,301−8.2% | Reduced |
| Sargent Investment Group, LLC | 59,655 | $2.90M | 0.69% | +9,575+19.1% | Added |
| Tredje AP-fonden | 59,780 | $2.90M | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 59,975 | $2.92M | 0.01% | +11,081+22.7% | Added |
| Eqis Capital Management, Inc. | 60,255 | $2.93M | 0.22% | +12,130+25.2% | Added |
| AMG National Trust Bank | 61,111 | $2.97M | 0.10% | −590−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 61,194 | $2.97M | 0.01% | +1,272+2.1% | Added |
| Stephens Inc | 62,700 | $3.05M | 0.05% | +294+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 63,265 | $3.08M | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 63,980 | $3.11M | 0.91% | +1,321+2.1% | Added |
| PRW Wealth Management LLC | 63,980 | $3.11M | 0.91% | +63,980 | New |
| Cohen Capital Management, Inc. | 64,090 | $3.12M | 0.53% | −190.0% | Reduced |
| Wesbanco Bank Inc | 64,561 | $3.14M | 0.12% | −2,918−4.3% | Reduced |
| Prio Wealth Limited Partnership | 64,706 | $3.15M | 0.11% | −3,011−4.4% | Reduced |
| Macquarie Group Ltd | 65,738 | $3.19M | 0.00% | −8,457−11.4% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.20M | 0.10% | 00.0% | Unchanged |
| Delta Capital Management LLC | 66,462 | $3.23M | 2.00% | −80−0.1% | Reduced |
| TRH Financial, LLC | 66,514 | $3.23M | 1.40% | +50,235+308.6% | Added |
| Hudson Bay Capital Management LP | 67,000 | $3.26M | 0.04% | +17,000+34.0% | Added |
| ING Groep NV | 67,089 | $3.26M | 0.05% | +12,987+24.0% | Added |
| Norinchukin Bank, The | 67,589 | $3.29M | 0.05% | −379−0.6% | Reduced |
| TCTC Holdings, LLC | 67,640 | $3.29M | 0.15% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 68,110 | $3.31M | 0.01% | +27,105+66.1% | Added |
| Brown Brothers Harriman & Co | 68,720 | $3.34M | 0.02% | −2,270−3.2% | Reduced |
| SG Americas Securities, LLC | 69,831 | $3.39M | 0.02% | +32,763+88.4% | Added |
| Lee Danner & Bass Inc | 69,890 | $3.40M | 0.31% | −2,790−3.8% | Reduced |
| Securian Asset Management, Inc | 70,553 | $3.43M | 0.07% | −411−0.6% | Reduced |
| Millennium Management LLC | 71,804 | $3.49M | 0.00% | −1,811,504−96.2% | Reduced |
| Raymond James Trust N.A. | 73,386 | $3.57M | 0.12% | −376−0.5% | Reduced |
| CIBC Asset Management Inc | 73,675 | $3.58M | 0.01% | +886+1.2% | Added |
| Bridgeway Capital Management, LLC | 74,050 | $3.60M | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 74,779 | $3.63M | 0.74% | +9,160+14.0% | Added |
| Gabelli Funds LLC | 76,500 | $3.72M | 0.02% | +9,000+13.3% | Added |
| GAM Holding AG | 78,374 | $3.81M | 0.17% | −239−0.3% | Reduced |
| Clearbridge Investments, LLC | 78,387 | $3.81M | 0.00% | −317−0.4% | Reduced |
| Lazard Asset Management LLC | 78,973 | $3.84M | 0.00% | +13,242+20.1% | Added |
| Illinois Municipal Retirement Fund | 79,250 | $3.85M | 0.16% | +26,430+50.0% | Added |
| Cohen Klingenstein LLC | 79,608 | $3.87M | 0.17% | 00.0% | Unchanged |
| Schroder Investment Management Group | 80,017 | $3.89M | 0.00% | +5,545+7.4% | Added |
| Silvercrest Asset Management Group LLC | 80,236 | $3.90M | 0.03% | −3,540−4.2% | Reduced |
| Northwest Investment Counselors, LLC | 82,921 | $4.03M | 1.11% | −636−0.8% | Reduced |
| L & S Advisors Inc | 84,399 | $4.10M | 0.44% | −11,633−12.1% | Reduced |
| Nissay Asset Management Corp | 85,333 | $4.15M | 0.04% | −13,345−13.5% | Reduced |
| Cresset Asset Management, LLC | 85,486 | $4.17M | 0.06% | −69,296−44.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 85,978 | $4.18M | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 86,020 | $4.18M | 0.10% | −3,282−3.7% | Reduced |
| Ingalls & Snyder LLC | 86,610 | $4.21M | 0.19% | −707−0.8% | Reduced |
| Family Capital Trust Co | 86,768 | $4.22M | 1.19% | +15,001+20.9% | Added |
| Natixis Advisors, L.P. | 88,785 | $4.32M | 0.02% | +5,249+6.3% | Added |
| Guggenheim Capital LLC | 89,566 | $4.35M | 0.03% | −4,293−4.6% | Reduced |
| Voloridge Investment Management, LLC | 90,630 | $4.41M | 0.03% | −166,657−64.8% | Reduced |
| Farmers & Merchants Investments Inc | 90,968 | $4.42M | 0.20% | −2,654−2.8% | Reduced |
| IFP Advisors, Inc | 92,780 | $4.51M | 0.09% | +7,572+8.9% | Added |
| Westpac Banking Corp | 93,100 | $4.52M | 0.05% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 93,720 | $4.55M | 0.49% | +8,516+10.0% | Added |
| Huber Capital Management LLC | 94,200 | $4.58M | 1.17% | +91,700+3,668.0% | Added |
| Huntington National Bank | 94,223 | $4.58M | 0.05% | +17,876+23.4% | Added |
| Close Asset Management Ltd | 96,819 | $4.70M | 0.22% | −5,000−4.9% | Reduced |
| KBC Group NV | 97,380 | $4.73M | 0.02% | −12,726−11.6% | Reduced |
| Regions Financial Corp | 98,385 | $4.78M | 0.04% | +8,955+10.0% | Added |
| Telos Capital Management, Inc. | 99,059 | $4.81M | 0.64% | −247−0.2% | Reduced |
| Wesleyan Assurance Society | 101,500 | $4.93M | 0.62% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 101,456 | $4.94M | 0.06% | +6,106+6.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 102,344 | $4.97M | 0.06% | +148+0.1% | Added |
| Walleye Trading LLC | 103,223 | $5.02M | 0.13% | +103,223 | New |
| Meiji Yasuda Asset Management Co Ltd. | 104,297 | $5.07M | 0.24% | −5,793−5.3% | Reduced |
| Mutual of America Capital Management LLC | 106,913 | $5.20M | 0.05% | +931+0.9% | Added |
| Connecticut Wealth Management, LLC | 107,466 | $5.22M | 0.46% | −1,472−1.4% | Reduced |
| IFM Investors Pty Ltd | 108,521 | $5.27M | 0.11% | +15,347+16.5% | Added |
| Bahl & Gaynor Inc | 109,388 | $5.32M | 0.03% | −9,615−8.1% | Reduced |
| Evoke Wealth, LLC | 109,781 | $5.34M | 0.20% | +4,435+4.2% | Added |
| Kestra Advisory Services, LLC | 110,914 | $5.39M | 0.06% | +27,334+32.7% | Added |
| GPM Growth Investors, Inc. | 111,380 | $5.41M | 2.85% | −2,537−2.2% | Reduced |
| Mariner, LLC | 111,620 | $5.42M | 0.03% | +66,738+148.7% | Added |
| BBVA USA | 111,909 | $5.44M | 0.30% | +111,909 | New |
| TCW Group Inc | 112,385 | $5.46M | 0.05% | +112,385 | New |
| Tufton Capital Management | 112,725 | $5.48M | 0.90% | −2,276−2.0% | Reduced |
| American National Insurance Co | 112,844 | $5.48M | 0.21% | −130−0.1% | Reduced |
| HM Payson & Co | 113,168 | $5.50M | 0.13% | −14,885−11.6% | Reduced |
| Public Employees Retirement Association of Colorado | 113,665 | $5.52M | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 115,631 | $5.62M | 0.11% | +115,631 | New |
| Myriad Asset Management Ltd. | 115,800 | $5.63M | 0.43% | +115,800 | New |
| Dorsey Wright & Associates | 116,237 | $5.65M | 1.20% | +477+0.4% | Added |