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 |
|---|---|---|---|---|---|
| CX Institutional | 4,644 | $226.0K | 0.02% | +463+11.1% | Added |
| Bridgewater Advisors Inc. | 4,672 | $227.0K | 0.07% | +4,672 | New |
| LVW Advisors, LLC | 4,686 | $228.0K | 0.04% | −1,556−24.9% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $228.0K | 0.21% | −625−11.7% | Reduced |
| Chicago Trust Co NA | 4,712 | $229.0K | 0.05% | +4,712 | New |
| Great Lakes Advisors, LLC | 4,736 | $230.0K | 0.00% | −17−0.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,740 | $230.0K | 0.08% | +4,740 | New |
| Naples Global Advisors, LLC | 4,751 | $231.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,804 | $233.0K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,808 | $234.0K | 0.01% | −530−9.9% | Reduced |
| Barrett Asset Management, LLC | 4,844 | $235.0K | 0.01% | −247−4.9% | Reduced |
| Spinnaker Trust | 4,832 | $235.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,874 | $236.0K | 0.06% | +11+0.2% | Added |
| Pinnacle Financial Partners Inc | 4,849 | $236.0K | 0.01% | +4,224+675.8% | Added |
| Peddock Capital Advisors, LLC | 4,280 | $236.0K | 0.08% | +4,280 | New |
| Pinnacle Wealth Advisors | 4,849 | $236.0K | 0.01% | +4,849 | New |
| D'Orazio & Associates, Inc. | 4,886 | $237.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,892 | $238.0K | 0.09% | −90−1.8% | Reduced |
| JBF Capital, Inc. | 4,900 | $238.0K | 0.06% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 4,891 | $238.0K | 0.05% | +4,891 | New |
| Orion Portfolio Solutions, LLC | 4,888 | $238.0K | 0.01% | +4,888 | New |
| BDO Wealth Advisors, LLC | 4,916 | $239.0K | 0.03% | −195−3.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,915 | $239.0K | 0.09% | +3,174+182.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,945 | $240.0K | 0.14% | −131−2.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,935 | $240.0K | 0.04% | −110−2.2% | Reduced |
| Edge Capital Group, LLC | 4,967 | $241.0K | 0.02% | −1,328−21.1% | Reduced |
| Wolverine Asset Management LLC | 4,960 | $241.0K | 0.00% | +4,960 | New |
| Aveo Capital Partners, LLC | 4,982 | $242.0K | 0.05% | +28+0.6% | Added |
| Brookstone Capital Management | 4,914 | $242.0K | 0.00% | +4,914 | New |
| Karp Capital Management Corp | 4,991 | $243.0K | 0.04% | +4,991 | New |
| Dynamic Advisor Solutions LLC | 5,019 | $244.0K | 0.02% | −901−15.2% | Reduced |
| Whalerock Point Partners, LLC | 5,028 | $244.4K | 0.09% | −200−3.8% | Reduced |
| GSB Wealth Management, LLC | 5,039 | $245.0K | 0.08% | +6+0.1% | Added |
| Formidable Asset Management, LLC | 5,011 | $246.0K | 0.05% | −110−2.1% | Reduced |
| Leavell Investment Management, Inc. | 5,858 | $247.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 5,089 | $247.0K | 0.04% | −549−9.7% | Reduced |
| IFG Advisory, LLC | 5,131 | $249.0K | 0.03% | −3,970−43.6% | Reduced |
| First Quadrant L P | 5,123 | $249.0K | 0.03% | −1,885−26.9% | Reduced |
| Cobblestone Capital Advisors LLC | 5,130 | $249.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,145 | $250.0K | 0.00% | +5,145 | New |
| Notis-McConarty Edward | 5,175 | $252.0K | 0.09% | −200−3.7% | Reduced |
| Sawtooth Solutions, LLC | 5,176 | $252.0K | 0.05% | +5,176 | New |
| Clear Harbor Asset Management, LLC | 5,220 | $254.0K | 0.03% | −1,555−23.0% | Reduced |
| Telemus Capital, LLC | 5,232 | $254.0K | 0.02% | −421−7.4% | Reduced |
| Homrich & Berg | 5,220 | $254.0K | 0.01% | −57−1.1% | Reduced |
| Horizon Investments, LLC | 5,247 | $255.0K | 0.01% | +133+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,303 | $258.0K | 0.01% | +457+9.4% | Added |
| Assenagon Asset Management S.A. | 5,316 | $258.0K | 0.00% | +5,316 | New |
| Gillespie Robinson & Grimm Inc | 5,319 | $259.0K | 0.02% | −355−6.3% | Reduced |
| Claro Advisors LLC | 5,330 | $259.0K | 0.12% | −45−0.8% | Reduced |
| Berman Capital Advisors, LLC | 5,378 | $260.0K | 0.04% | +3,010+127.1% | Added |
| Baxter Bros Inc | 5,378 | $261.0K | 0.04% | −425−7.3% | Reduced |
| First Command Bank | 5,367 | $261.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,367 | $261.0K | 0.03% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,400 | $262.0K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,468 | $266.0K | 0.08% | −670−10.9% | Reduced |
| Mark Stevens | 5,462 | $266.0K | 0.03% | +3+0.1% | Added |
| Founders Financial Alliance, LLC | 5,475 | $267.0K | 0.12% | −142−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,500 | $267.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,516 | $268.0K | 0.05% | −121−2.1% | Reduced |
| Eudaimonia Partners, LLC | 5,550 | $270.0K | 0.05% | −11,028−66.5% | Reduced |
| Associated Banc-Corp | 5,553 | $270.0K | 0.01% | +5,553 | New |
| Jump Financial, LLC | 5,583 | $271.0K | 0.03% | −1,809−24.5% | Reduced |
| First Financial Bank - Trust Division | 5,581 | $271.0K | 0.03% | −554−9.0% | Reduced |
| Montis Financial, LLC | 5,604 | $272.0K | 0.23% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,590 | $272.0K | 0.11% | +40+0.7% | Added |
| Aevitas Wealth Management, Inc. | 5,603 | $272.0K | 0.17% | +270+5.1% | Added |
| SlateStone Wealth, LLC | 5,627 | $273.0K | 0.06% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,615 | $273.0K | 0.00% | +11+0.2% | Added |
| Thomasville National Bank | 5,657 | $275.0K | 0.03% | +5,657 | New |
| Avantax Planning Partners, Inc. | 5,696 | $277.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 5,711 | $278.0K | 0.01% | +955+20.1% | Added |
| Quadrature Capital Ltd | 5,746 | $279.0K | 0.01% | −25,263−81.5% | Reduced |
| Crawford Investment Counsel Inc | 5,749 | $279.0K | 0.01% | −1,340−18.9% | Reduced |
| Fox Run Management, L.L.C. | 5,751 | $279.0K | 0.25% | +5,751 | New |
| Legacy Bridge, LLC | 5,833 | $283.0K | 0.16% | −90−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 5,806 | $283.0K | 0.05% | +56+1.0% | Added |
| MEMBERS Trust Co | 5,839 | $284.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,890 | $286.0K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,897 | $287.0K | 0.00% | −5,080−46.3% | Reduced |
| GWM Advisors LLC | 5,919 | $288.0K | 0.01% | −530−8.2% | Reduced |
| Meridian Wealth Management, LLC | 5,961 | $290.0K | 0.04% | −819−12.1% | Reduced |
| Davidson Trust Co | 5,986 | $291.0K | 0.23% | −164−2.7% | Reduced |
| West Oak Capital, LLC | 5,995 | $291.0K | 0.11% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,997 | $292.0K | 0.04% | −500−7.7% | Reduced |
| Systematic Financial Management LP | 6,000 | $292.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $292.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,052 | $293.0K | 0.01% | −805−11.7% | Reduced |
| Soltis Investment Advisors LLC | 6,030 | $293.0K | 0.05% | −189−3.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,052 | $294.0K | 0.01% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 6,060 | $294.0K | 0.14% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,067 | $295.0K | 0.07% | −472−7.2% | Reduced |
| Forbes J M & Co LLP | 6,076 | $295.0K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,076 | $295.0K | 0.02% | +153+2.6% | Added |
| Integrated Wealth Concepts LLC | 6,096 | $296.0K | 0.01% | −230−3.6% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $297.0K | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,128 | $298.0K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,138 | $298.3K | 0.02% | +6,138 | New |
| Tiedemann Advisors, LLC | 6,171 | $299.0K | 0.01% | −98−1.6% | Reduced |
| Rothschild Investment Corp | 6,159 | $299.0K | 0.02% | 00.0% | Unchanged |