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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 441 | $21.4K | 0.00% | −600−57.6% | Reduced |
| Sound Income Strategies, LLC | 455 | $22.0K | 0.00% | −797−63.7% | Reduced |
| MCF Advisors LLC | 456 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $22.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 458 | $22.0K | 0.00% | +25+5.8% | Added |
| Disciplined Investments, LLC | 468 | $23.0K | 0.01% | +111+31.1% | Added |
| Assetmark, Inc | 508 | $25.0K | 0.00% | −89,532−99.4% | Reduced |
| Front Row Advisors LLC | 448 | $25.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 525 | $26.0K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 565 | $27.0K | 0.01% | −100−15.0% | Reduced |
| Financial Insights, Inc. | 581 | $28.2K | 0.02% | +581 | New |
| Fred Alger Management, LLC | 591 | $29.0K | 0.00% | −527−47.1% | Reduced |
| Ade, LLC | 593 | $29.0K | 0.03% | −52−8.1% | Reduced |
| Bedel Financial Consulting, Inc. | 625 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 614 | $30.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 614 | $30.0K | 0.01% | +65+11.8% | Added |
| Simon Quick Advisors, LLC | 653 | $31.0K | 0.01% | +2+0.3% | Added |
| First National Bank of South Miami | 660 | $32.0K | 0.02% | −177−21.1% | Reduced |
| Prestige Wealth Management Group LLC | 649 | $32.0K | 0.01% | −48−6.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 663 | $32.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 674 | $32.0K | 0.01% | +154+29.6% | Added |
| Valley National Advisers Inc | 677 | $33.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 683 | $33.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $34.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 701 | $34.1K | 0.01% | +120+20.7% | Added |
| Archer Investment Corp | 702 | $34.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 713 | $35.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 715 | $35.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $35.2K | 0.00% | +700+2,800.0% | Added |
| Motco | 732 | $36.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 740 | $36.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 771 | $37.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 780 | $38.0K | 0.00% | −75,632−99.0% | Reduced |
| JNBA Financial Advisors | 776 | $38.0K | 0.01% | +25+3.3% | Added |
| Lenox Wealth Advisors, LLC | 794 | $39.0K | 0.00% | −572−41.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $39.0K | 0.00% | −480−37.5% | Reduced |
| Old Second National Bank of Aurora | 800 | $39.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 798 | $39.0K | 0.03% | +798 | New |
| First Personal Financial Services | 830 | $40.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 816 | $40.0K | 0.00% | +1+0.1% | Added |
| True Link Financial Advisors, LLC | 847 | $41.0K | 0.01% | +62+7.9% | Added |
| Plante Moran Financial Advisors, LLC | 838 | $41.0K | 0.01% | +400+91.3% | Added |
| Ford Financial Group, LLC | 888 | $43.0K | 0.02% | +888 | New |
| West Branch Capital LLC | 909 | $44.0K | 0.02% | +909 | New |
| Pinnacle Bancorp, Inc. | 920 | $45.0K | 0.02% | −170−15.6% | Reduced |
| Truehand, Inc | 950 | $46.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 979 | $48.0K | 0.01% | −46−4.5% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,057 | $51.0K | 0.01% | +11+1.1% | Added |
| Firestone Capital Management | 1,050 | $51.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,052 | $51.0K | 0.01% | +1,052 | New |
| Baystate Wealth Management LLC | 1,096 | $53.0K | 0.01% | −27−2.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,085 | $53.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,092 | $53.0K | 0.02% | +1,092 | New |
| Aspire Private Capital, LLC | 1,119 | $54.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,122 | $55.0K | 0.02% | +542+93.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,150 | $56.0K | 0.02% | +1,000+666.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,160 | $56.0K | 0.02% | +1,160 | New |
| Twin Tree Management, LP | 1,177 | $57.0K | 0.00% | +1,177 | New |
| Hanson & Doremus Investment Management | 2,030 | $62.0K | 0.02% | −45−2.2% | Reduced |
| Bray Capital Advisors | 1,305 | $63.0K | 0.02% | −3,055−70.1% | Reduced |
| Hexagon Capital Partners LLC | 1,287 | $63.0K | 0.02% | −280−17.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,302 | $63.0K | 0.04% | −14−1.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,291 | $63.0K | 0.00% | +295+29.6% | Added |
| Sargent Bickham Lagudis LLC | 1,324 | $64.0K | 0.01% | −15−1.1% | Reduced |
| American Research & Management Co. | 1,325 | $64.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,339 | $65.0K | 0.05% | −100−6.9% | Reduced |
| Better Money Decisions, LLC | 1,368 | $66.0K | 0.06% | −123−8.2% | Reduced |
| Hantz Financial Services, Inc. | 1,378 | $67.0K | 0.00% | −145−9.5% | Reduced |
| Key Financial Inc | 1,216 | $67.0K | 0.04% | +90+8.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,407 | $68.0K | 0.03% | +4+0.3% | Added |
| Global Retirement Partners, LLC | 1,427 | $69.0K | 0.01% | −95−6.2% | Reduced |
| Freedman Financial Associates, Inc. | 1,430 | $69.0K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $70.0K | 0.04% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,411 | $70.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,500 | $73.0K | 0.03% | +1,500 | New |
| State of Wyoming | 1,504 | $73.0K | 0.05% | +1,504 | New |
| Sterling Investment Advisors, Ltd. | 1,600 | $78.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,598 | $78.0K | 0.02% | +171+12.0% | Added |
| Parisi Gray Wealth Management | 1,605 | $78.0K | 0.03% | +1,605 | New |
| TCI Wealth Advisors, Inc. | 1,637 | $80.0K | 0.01% | +61+3.9% | Added |
| JFS Wealth Advisors, LLC | 1,654 | $80.0K | 0.01% | +367+28.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $80.0K | 0.01% | +1,645 | New |
| Acima Private Wealth, LLC | 1,669 | $81.0K | 0.04% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,656 | $81.0K | 0.05% | +1,656 | New |
| MV Capital Management, Inc. | 1,713 | $83.0K | 0.01% | +92+5.7% | Added |
| Mercer Capital Advisers, Inc. | 1,732 | $84.0K | 0.04% | −23−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,755 | $85.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,800 | $87.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,814 | $88.0K | 0.01% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,766 | $88.0K | 0.07% | +1,766 | New |
| Howe & Rusling Inc | 1,835 | $89.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,830 | $89.0K | 0.00% | +1,830 | New |
| Pflug Koory, LLC | 1,850 | $90.0K | 0.05% | −170−8.4% | Reduced |
| Filbrandt Wealth Management, LLC | 1,860 | $90.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 1,876 | $91.0K | 0.01% | −52−2.7% | Reduced |
| Crewe Advisors LLC | 1,869 | $91.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,884 | $91.6K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,933 | $94.0K | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,975 | $95.0K | 0.02% | −350−15.1% | Reduced |