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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 6,164 | $300.0K | 0.08% | −707−10.3% | Reduced |
| Essex Savings Bank | 6,541 | $301.0K | 0.12% | −688−9.5% | Reduced |
| NEXT Financial Group, Inc | 6,222 | $302.0K | 0.02% | +7+0.1% | Added |
| Mairs & Power Inc | 6,250 | $304.0K | 0.00% | −900−12.6% | Reduced |
| Cambridge Advisors Inc. | 6,301 | $306.0K | 0.07% | −100−1.6% | Reduced |
| FRG Family Wealth Advisors LLC | 6,316 | $307.0K | 0.06% | −1,180−15.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $307.0K | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,337 | $308.0K | 0.02% | +2,754+76.9% | Added |
| Fort, L.P. | 6,334 | $308.0K | 0.09% | +6,334 | New |
| Bailard, Inc. | 6,355 | $309.0K | 0.01% | −3,301−34.2% | Reduced |
| KG&L Capital Management,LLC | 6,351 | $309.0K | 0.14% | −10.0% | Reduced |
| Hancock Whitney Corp | 6,375 | $310.0K | 0.01% | −27−0.4% | Reduced |
| Institutional & Family Asset Management, LLC | 6,391 | $311.0K | 0.05% | −226−3.4% | Reduced |
| Monetary Management Group Inc | 6,425 | $312.0K | 0.09% | −200−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 6,447 | $313.0K | 0.02% | +213+3.4% | Added |
| Gamble Jones Investment Counsel | 6,481 | $315.0K | 0.02% | −6,500−50.1% | Reduced |
| Quadrant Capital Group LLC | 6,484 | $315.0K | 0.05% | +371+6.1% | Added |
| LCM Capital Management Inc | 6,496 | $316.0K | 0.26% | −100−1.5% | Reduced |
| Clarius Group, LLC | 6,503 | $316.0K | 0.03% | +103+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 6,585 | $320.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,593 | $320.0K | 0.11% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,600 | $321.0K | 0.00% | −2,690−29.0% | Reduced |
| Regal Wealth Group, Inc. | 6,610 | $321.0K | 0.19% | +11+0.2% | Added |
| Cerity Partners LLC | 6,636 | $322.0K | 0.01% | −844−11.3% | Reduced |
| Anchor Investment Management, LLC | 6,645 | $322.9K | 0.04% | −200−2.9% | Reduced |
| S.A. Mason LLC | 6,688 | $325.0K | 0.22% | 00.0% | Unchanged |
| Surevest, LLC | 6,756 | $328.0K | 0.09% | +89+1.3% | Added |
| SRS Capital Advisors, Inc. | 6,837 | $332.0K | 0.05% | +6,837 | New |
| Checchi Capital Advisers, LLC | 6,847 | $333.0K | 0.04% | −82−1.2% | Reduced |
| Old National Bancorp | 6,889 | $334.0K | 0.01% | −436−6.0% | Reduced |
| Centaurus Financial, Inc. | 6,897 | $335.0K | 0.03% | +353+5.4% | Added |
| WBH Advisory Inc | 6,508 | $335.0K | 0.05% | −33−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 6,972 | $339.0K | 0.04% | +1,000+16.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,993 | $340.0K | 0.03% | +676+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,080 | $344.0K | 0.01% | +4,202+146.0% | Added |
| Argent Capital Management LLC | 7,098 | $345.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,060 | $346.0K | 0.05% | +918+14.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $347.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,167 | $348.0K | 0.01% | +752+11.7% | Added |
| Arete Wealth Advisors, LLC | 7,344 | $349.0K | 0.05% | +62+0.9% | Added |
| Ellevest, Inc. | 7,203 | $350.0K | 0.03% | +1,067+17.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,227 | $351.0K | 0.00% | −900−11.1% | Reduced |
| CPWM, LLC | 7,213 | $351.0K | 0.03% | −326−4.3% | Reduced |
| Cypress Capital Management LLC (WY) | 7,235 | $352.0K | 0.27% | 00.0% | Unchanged |
| Wintrust Investments LLC | 7,267 | $353.0K | 0.04% | −515−6.6% | Reduced |
| Tudor Investment Corp Et Al | 7,301 | $355.0K | 0.01% | −6,068−45.4% | Reduced |
| Kovack Advisors, Inc. | 7,309 | $355.0K | 0.04% | +491+7.2% | Added |
| Cullen Capital Management LLC | 7,333 | $356.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 7,317 | $356.0K | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 7,319 | $356.0K | 0.01% | +734+11.1% | Added |
| Burleson & Company, LLC | 7,356 | $358.0K | 0.05% | +10+0.1% | Added |
| Altium Wealth Management LLC | 7,398 | $360.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,448 | $362.0K | 0.06% | −230−3.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,473 | $363.0K | 0.04% | −20.0% | Reduced |
| Fruth Investment Management | 7,481 | $363.0K | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 7,518 | $365.0K | 0.06% | −2,855−27.5% | Reduced |
| Wellington Shields Capital Management, LLC | 7,501 | $365.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 7,565 | $368.0K | 0.05% | −62−0.8% | Reduced |
| NorthRock Partners, LLC | 7,583 | $369.0K | 0.03% | +953+14.4% | Added |
| Northeast Investment Management | 7,638 | $371.0K | 0.02% | −2,780−26.7% | Reduced |
| Jacobi Capital Management LLC | 7,636 | $371.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,633 | $371.0K | 0.08% | +276+3.8% | Added |
| SeaCrest Wealth Management, LLC | 7,659 | $372.0K | 0.04% | +132+1.8% | Added |
| Park Avenue Securities LLC | 7,644 | $372.0K | 0.01% | +7,644 | New |
| Obermeyer Wood Investment Counsel, LLLP | 7,672 | $373.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,690 | $374.0K | 0.03% | −365−4.5% | Reduced |
| Howland Capital Management LLC | 7,753 | $377.0K | 0.02% | −350−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 7,756 | $377.0K | 0.02% | +491+6.8% | Added |
| Mutual Advisors, LLC | 7,781 | $378.0K | 0.02% | +526+7.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,780 | $378.0K | 0.02% | +7,780 | New |
| Nachman Norwood & Parrott, Inc | 7,799 | $380.0K | 0.04% | −209−2.6% | Reduced |
| Adirondack Trust Co | 7,856 | $381.0K | 0.19% | −244−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 7,835 | $381.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,801 | $383.0K | 0.07% | +7,801 | New |
| Bennicas & Associates, Inc. | 7,891 | $384.0K | 0.21% | 00.0% | Unchanged |
| MRJ Capital Inc | 7,910 | $384.0K | 0.22% | 00.0% | Unchanged |
| Heritage Trust Co | 7,925 | $385.0K | 0.06% | −111−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,960 | $387.0K | 0.01% | +750+10.4% | Added |
| Schnieders Capital Management LLC | 8,005 | $389.0K | 0.11% | −125−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,171 | $394.0K | 0.03% | +13+0.2% | Added |
| Piscataqua Savings Bank | 8,138 | $396.0K | 0.34% | −178−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,170 | $397.0K | 0.07% | −286−3.4% | Reduced |
| Cornerstone Wealth Management, LLC | 8,160 | $397.0K | 0.04% | +501+6.5% | Added |
| Baker Ellis Asset Management LLC | 8,203 | $399.0K | 0.08% | +165+2.1% | Added |
| Community Bank, N.A. | 8,249 | $401.0K | 0.05% | −900−9.8% | Reduced |
| McDonald Partners LLC | 8,259 | $401.0K | 0.09% | −48−0.6% | Reduced |
| United Bank | 8,263 | $402.0K | 0.05% | −243−2.9% | Reduced |
| Regent Investment Management LLC | 8,282 | $403.0K | 0.09% | +22+0.3% | Added |
| HBK Sorce Advisory LLC | 8,294 | $403.0K | 0.02% | +928+12.6% | Added |
| Mayflower Financial Advisors, LLC | 8,288 | $403.0K | 0.06% | +8,288 | New |
| Clearstead Advisors, LLC | 8,328 | $405.0K | 0.03% | −406−4.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 8,358 | $406.0K | 0.08% | −2,592−23.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,351 | $407.0K | 0.04% | −4,100−32.9% | Reduced |
| Sentry Investment Management LLC | 8,381 | $407.0K | 0.10% | 00.0% | Unchanged |
| Farmers Trust Co | 8,407 | $408.0K | 0.09% | −315−3.6% | Reduced |
| Kore Private Wealth LLC | 8,454 | $411.0K | 0.05% | +1,582+23.0% | Added |
| YorkBridge Wealth Partners, LLC | 8,473 | $412.0K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 8,473 | $412.0K | 0.11% | +8,473 | New |
| Virtue Capital Management, LLC | 8,499 | $413.0K | 0.08% | +12+0.1% | Added |
| ICW Investment Advisors LLC | 8,494 | $413.0K | 0.27% | +450+5.6% | Added |