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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 1,965 | $95.0K | 0.03% | +4+0.2% | Added |
| Evermay Wealth Management LLC | 1,957 | $95.0K | 0.02% | +1,957 | New |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $96.0K | 0.00% | −300−13.2% | Reduced |
| Barnett & Company, Inc. | 2,000 | $97.0K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $97.0K | 0.06% | +750+60.0% | Added |
| Clean Yield Group | 1,997 | $97.0K | 0.04% | +1,997 | New |
| Stonebridge Capital Advisors LLC | 2,040 | $99.0K | 0.01% | −171−7.7% | Reduced |
| Aua Capital Management, LLC | 2,050 | $100.0K | 0.06% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,100 | $102.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,150 | $104.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,155 | $105.0K | 0.06% | +250+13.1% | Added |
| Concord Wealth Partners | 2,252 | $109.0K | 0.03% | −253−10.1% | Reduced |
| Massmutual Trust Co FSB | 2,239 | $109.0K | 0.00% | +1,234+122.8% | Added |
| CKW Financial Group | 2,250 | $110.0K | 0.02% | −100−4.3% | Reduced |
| Gables Capital Management Inc. | 2,350 | $114.0K | 0.08% | −1,272−35.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 2,742 | $116.0K | 0.01% | −2,742−50.0% | Reduced |
| Zions Bancorporation, N.A. | 2,389 | $116.0K | 0.01% | +11+0.5% | Added |
| Raffa Wealth Management, LLC | 2,407 | $117.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,421 | $117.7K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 2,435 | $118.0K | 0.04% | +134+5.8% | Added |
| Seeyond | 2,465 | $119.0K | 0.01% | +11+0.4% | Added |
| Clear Perspectives Financial Planning, LLC | 2,442 | $119.0K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 2,484 | $120.0K | 0.04% | −58−2.3% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $123.0K | 0.08% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,560 | $124.0K | 0.01% | −561−18.0% | Reduced |
| Oakworth Capital, Inc. | 2,545 | $124.0K | 0.01% | −96−3.6% | Reduced |
| Center for Financial Planning, Inc. | 2,603 | $127.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $128.0K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 2,692 | $131.0K | 0.09% | +2+0.1% | Added |
| Islay Capital Management, LLC | 2,746 | $133.0K | 0.11% | +2,746 | New |
| Lindbrook Capital, LLC | 2,769 | $135.0K | 0.03% | −1,000−26.5% | Reduced |
| Rockbridge Investment Management, LCC | 2,798 | $136.0K | 0.02% | +632+29.2% | Added |
| AllSquare Wealth Management LLC | 2,843 | $138.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,844 | $138.0K | 0.00% | +651+29.7% | Added |
| Security National Trust Co | 2,872 | $139.0K | 0.03% | −455−13.7% | Reduced |
| Duncker Streett & Co Inc | 2,895 | $141.0K | 0.03% | +145+5.3% | Added |
| FinTrust Capital Advisors, LLC | 2,932 | $142.0K | 0.04% | −109−3.6% | Reduced |
| Sonora Investment Management, LLC | 2,967 | $144.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,982 | $145.0K | 0.03% | −729−19.6% | Reduced |
| First Horizon Advisors, Inc. | 3,003 | $145.0K | 0.01% | +2,358+365.6% | Added |
| Liberty Wealth Management LLC | 3,199 | $155.0K | 0.06% | +1,667+108.8% | Added |
| Deseret Mutual Benefit Administrators | 3,242 | $158.0K | 0.04% | +3,242 | New |
| Allworth Financial LP | 3,327 | $162.0K | 0.00% | +78+2.4% | Added |
| TD Private Client Wealth LLC | 3,445 | $167.4K | 0.01% | +117+3.5% | Added |
| Parkside Financial Bank & Trust | 3,550 | $172.0K | 0.05% | −846−19.2% | Reduced |
| First Financial Corp | 3,623 | $176.0K | 0.12% | −35−1.0% | Reduced |
| Anfield Capital Management, LLC | 3,648 | $177.0K | 0.07% | +3,648 | New |
| Johnson Financial Group, Inc. | 3,701 | $180.0K | 0.01% | +37+1.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,715 | $181.0K | 0.13% | −220−5.6% | Reduced |
| FourThought Financial, LLC | 3,782 | $183.0K | 0.02% | +1,359+56.1% | Added |
| Mirova | 3,814 | $185.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,837 | $187.0K | 0.02% | +707+22.6% | Added |
| Atlas Capital Advisors LLC | 3,965 | $192.7K | 0.03% | −2,035−33.9% | Reduced |
| Manchester Capital Management LLC | 4,092 | $199.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,135 | $201.0K | 0.02% | +6+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,137 | $201.0K | 0.04% | +4,137 | New |
| Smithfield Trust Co | 4,145 | $202.0K | 0.01% | −1,155−21.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,150 | $202.0K | 0.03% | −19−0.5% | Reduced |
| Pavion Blue Capital, LLC | 4,154 | $202.0K | 0.12% | +4,154 | New |
| Madison Wealth Management | 4,185 | $203.0K | 0.04% | −1,082−20.5% | Reduced |
| Fort Washington Investment Advisors Inc | 4,190 | $203.0K | 0.00% | +4,190 | New |
| North Star Investment Management Corp. | 4,191 | $204.0K | 0.02% | +1,161+38.3% | Added |
| Rockland Trust Co | 4,204 | $204.0K | 0.01% | +4,204 | New |
| Stock Yards Bank & Trust Co | 4,192 | $204.0K | 0.01% | +4,192 | New |
| Hall Capital Management Co Inc | 4,200 | $204.0K | 0.13% | +4,200 | New |
| ProVise Management Group, LLC | 4,211 | $205.0K | 0.02% | +4,211 | New |
| US Financial Advisors, LLC | 4,228 | $205.0K | 0.10% | +4,228 | New |
| Claret Asset Management Corp | 4,217 | $205.0K | 0.03% | +4,217 | New |
| Keebeck Wealth Management, LLC | 4,200 | $205.0K | 0.03% | +4,200 | New |
| Equitable Trust Co | 4,232 | $206.0K | 0.01% | +4,232 | New |
| Texas Yale Capital Corp. | 4,270 | $208.0K | 0.01% | +4,270 | New |
| West Family Investments, Inc. | 4,281 | $208.0K | 0.06% | +4,281 | New |
| Warren Averett Asset Management, LLC | 3,729 | $209.0K | 0.02% | +3,729 | New |
| Ritholtz Wealth Management | 4,306 | $209.0K | 0.02% | +4,306 | New |
| Chicago Partners Investment Group LLC | 4,101 | $211.0K | 0.02% | +4,101 | New |
| Waldron Private Wealth LLC | 4,348 | $211.0K | 0.01% | +4,348 | New |
| Covenant Multifamily Offices, LLC | 4,336 | $211.0K | 0.04% | +4,336 | New |
| First Citizens Bank & Trust Co | 4,360 | $212.0K | 0.01% | +4,360 | New |
| Harbor Investment Advisory, LLC | 4,385 | $213.0K | 0.03% | −80−1.8% | Reduced |
| Radnor Capital Management, LLC | 4,382 | $213.0K | 0.07% | +4,382 | New |
| Usca Ria LLC | 4,413 | $214.0K | 0.01% | −12,703−74.2% | Reduced |
| Todd Asset Management LLC | 4,405 | $214.0K | 0.00% | +4,405 | New |
| Rodgers Brothers Inc. | 4,446 | $216.0K | 0.04% | −440−9.0% | Reduced |
| Laidlaw Wealth Management LLC | 4,442 | $216.0K | 0.06% | +4,442 | New |
| Acropolis Investment Management, LLC | 4,455 | $217.0K | 0.02% | +10.0% | Added |
| First Bank & Trust | 4,484 | $218.0K | 0.11% | +330+7.9% | Added |
| Congress Asset Management Co | 4,491 | $218.0K | 0.00% | +4,491 | New |
| MPS Loria Financial Planners, LLC | 4,499 | $219.0K | 0.10% | +27+0.6% | Added |
| Main Street Financial Solutions, LLC | 4,498 | $219.0K | 0.04% | +4,498 | New |
| Aberdeen Wealth Management LLC | 4,500 | $219.0K | 0.20% | +4,500 | New |
| Grandfield & Dodd, LLC | 4,507 | $220.0K | 0.02% | +4,507 | New |
| Fernwood Investment Management, LLC | 4,552 | $221.0K | 0.07% | −499−9.9% | Reduced |
| Founders Capital Management, LLC | 4,538 | $221.0K | 0.05% | −308−6.4% | Reduced |
| Nicolet Bankshares Inc | 4,544 | $221.0K | 0.06% | +4,544 | New |
| Hilltop Holdings Inc. | 4,545 | $221.0K | 0.02% | +4,545 | New |
| Silicon Valley Capital Partners | 4,545 | $221.0K | 0.04% | +4,545 | New |
| Lake Street Advisors Group, LLC | 3,970 | $222.0K | 0.02% | +3,970 | New |
| CFO4Life Group, LLC | 4,579 | $223.0K | 0.05% | +4,579 | New |
| Sheets Smith Wealth Management | 4,617 | $224.0K | 0.03% | −312−6.3% | Reduced |
| Minot Wealth Management LLC | 4,575 | $225.0K | 0.05% | +4,575 | New |