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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 8,542 | $415.0K | 0.00% | +1,202+16.4% | Added |
| Drexel Morgan & Co. | 8,578 | $417.0K | 0.12% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,600 | $417.0K | 0.00% | +289+3.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $418.0K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,728 | $424.0K | 0.03% | +3,546+68.4% | Added |
| Monterey Private Wealth, Inc. | 8,801 | $428.0K | 0.25% | +10.0% | Added |
| Oppenheimer Asset Management Inc. | 8,883 | $432.0K | 0.01% | −8,414−48.6% | Reduced |
| Snowden Capital Advisors LLC | 8,923 | $433.6K | 0.02% | −1,231−12.1% | Reduced |
| St Germain D J Co Inc | 8,933 | $434.0K | 0.03% | −90−1.0% | Reduced |
| Financial Advisory Group | 8,937 | $434.0K | 0.10% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 8,942 | $435.0K | 0.16% | −92−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 8,953 | $435.0K | 0.03% | +1,414+18.8% | Added |
| NTV Asset Management LLC | 8,976 | $436.0K | 0.08% | +10.0% | Added |
| Atwood & Palmer Inc | 9,025 | $439.0K | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 9,031 | $439.0K | 0.02% | +1,504+20.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,051 | $440.0K | 0.31% | −103−1.1% | Reduced |
| Wade G W & Inc | 9,061 | $440.0K | 0.02% | +259+2.9% | Added |
| Berkshire Asset Management LLC | 9,074 | $441.0K | 0.03% | −79−0.9% | Reduced |
| Hutchinson Capital Management | 9,077 | $441.0K | 0.11% | −28−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 9,173 | $446.0K | 0.21% | −399−4.2% | Reduced |
| Covington Capital Management | 9,199 | $447.0K | 0.02% | −969−9.5% | Reduced |
| Independent Advisor Alliance | 9,228 | $448.0K | 0.02% | −178−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 9,208 | $448.0K | 0.02% | +88+1.0% | Added |
| Tucker Asset Management LLC | 9,221 | $448.1K | 0.20% | 00.0% | Unchanged |
| American Century Companies Inc | 9,247 | $450.0K | 0.00% | +1,718+22.8% | Added |
| Enterprise Financial Services Corp | 9,345 | $454.0K | 0.07% | +29+0.3% | Added |
| Pendal Group Limited | 9,376 | $456.0K | 0.00% | +9,376 | New |
| Harbour Investments, Inc. | 9,403 | $457.0K | 0.01% | +169+1.8% | Added |
| Symmetry Partners, LLC | 9,445 | $459.0K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,558 | $460.0K | 0.01% | +9,558 | New |
| Campbell Newman Asset Management Inc | 9,488 | $461.0K | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,480 | $461.0K | 0.08% | +1,403+17.4% | Added |
| Conning Inc. | 9,501 | $462.0K | 0.01% | −961−9.2% | Reduced |
| Boston Financial Mangement LLC | 9,516 | $462.0K | 0.02% | −430−4.3% | Reduced |
| Haverford Trust Co | 9,533 | $463.0K | 0.01% | −1,304−12.0% | Reduced |
| Greenleaf Trust | 9,535 | $463.0K | 0.01% | +1,021+12.0% | Added |
| Azimuth Capital Management LLC | 9,545 | $464.0K | 0.02% | −127−1.3% | Reduced |
| Bard Financial Services, Inc. | 9,560 | $465.0K | 0.04% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,616 | $467.0K | 0.01% | −1,034−9.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $467.0K | 0.18% | 00.0% | Unchanged |
| Sageworth Trust Co | 9,669 | $470.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,693 | $471.0K | 0.11% | −70−0.7% | Reduced |
| Peoples Financial Services Corp. | 9,695 | $471.0K | 0.20% | −18−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,732 | $473.0K | 0.03% | −4,373−31.0% | Reduced |
| B. Riley Wealth Management, Inc. | 9,876 | $480.0K | 0.05% | +1,371+16.1% | Added |
| Verdence Capital Advisors LLC | 9,895 | $481.0K | 0.07% | +9,895 | New |
| First National Trust Co | 9,974 | $484.0K | 0.03% | −2,019−16.8% | Reduced |
| Canal Insurance CO | 10,000 | $486.0K | 0.17% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 10,000 | $486.0K | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $486.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,030 | $487.0K | 0.01% | +660+7.0% | Added |
| Mid Atlantic Financial Management Inc | 10,064 | $489.0K | 0.03% | +181+1.8% | Added |
| Berkshire Bank | 10,073 | $490.0K | 0.12% | −400−3.8% | Reduced |
| Paloma Partners Management Co | 10,295 | $500.0K | 0.01% | +10,295 | New |
| Sky Investment Group LLC | 10,317 | $501.0K | 0.11% | −1,140−10.0% | Reduced |
| Umb Bank N A | 10,297 | $501.0K | 0.01% | +14+0.1% | Added |
| Meeder Asset Management Inc | 10,314 | $501.0K | 0.02% | +3,916+61.2% | Added |
| Carret Asset Management, LLC | 10,323 | $502.0K | 0.06% | −1,821−15.0% | Reduced |
| Boston Trust Walden Corp | 10,377 | $504.0K | 0.00% | +75+0.7% | Added |
| Pointe Capital Management LLC | 10,403 | $505.0K | 0.36% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $506.0K | 0.27% | −190−1.8% | Reduced |
| Court Place Advisors, LLC | 10,426 | $507.0K | 0.15% | −112−1.1% | Reduced |
| Chemung Canal Trust Co | 10,482 | $509.0K | 0.10% | −647−5.8% | Reduced |
| 1st Source Bank | 10,629 | $517.0K | 0.03% | −350−3.2% | Reduced |
| HAP Trading, LLC | 10,648 | $517.0K | 0.03% | +10,648 | New |
| Rathbone Brothers plc | 10,755 | $523.0K | 0.01% | +220+2.1% | Added |
| Bank of the West | 10,817 | $525.0K | 0.05% | −296−2.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,026 | $536.0K | 0.12% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 11,057 | $537.0K | 0.06% | −278−2.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,190 | $544.0K | 0.10% | +286+2.6% | Added |
| Ledyard National Bank | 11,198 | $545.0K | 0.06% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 11,270 | $547.0K | 0.01% | −40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,363 | $552.0K | 0.01% | −46,424−80.3% | Reduced |
| Ameritas Investment Partners, Inc. | 11,359 | $552.0K | 0.02% | −10,900−49.0% | Reduced |
| Level Four Advisory Services, LLC | 11,429 | $555.0K | 0.04% | −113−1.0% | Reduced |
| GYL Financial Synergies, LLC | 11,444 | $556.0K | 0.29% | −139−1.2% | Reduced |
| Barings LLC | 11,489 | $558.0K | 0.01% | −21,393−65.1% | Reduced |
| Private Capital Group, LLC | 11,472 | $559.0K | 0.13% | +1,667+17.0% | Added |
| Charter Trust Co | 11,567 | $563.0K | 0.05% | −198−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 11,626 | $565.0K | 0.03% | −122−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 11,656 | $566.0K | 0.01% | −5,556−32.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,708 | $569.0K | 0.01% | −100−0.8% | Reduced |
| Profund Advisors LLC | 11,753 | $571.0K | 0.02% | +469+4.2% | Added |
| Squarepoint Ops LLC | 11,833 | $575.0K | 0.00% | −2,106−15.1% | Reduced |
| Keeley-Teton Advisors, LLC | 11,887 | $578.0K | 0.06% | −415−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,911 | $579.0K | 0.12% | +7+0.1% | Added |
| Security National Bank of So Dak | 11,949 | $581.0K | 0.44% | −2,287−16.1% | Reduced |
| Kingsview Wealth Management, LLC | 11,911 | $581.0K | 0.03% | +1,344+12.7% | Added |
| Meridian Management Co | 12,040 | $585.0K | 0.17% | −108−0.9% | Reduced |
| Shayne & Co., LLC | 12,046 | $585.0K | 0.33% | −96−0.8% | Reduced |
| First City Capital Management, Inc. | 10,470 | $586.0K | 0.32% | −230−2.1% | Reduced |
| Excalibur Management Corp | 12,102 | $588.0K | 0.27% | −35−0.3% | Reduced |
| Dividend Assets Capital, LLC | 12,090 | $588.0K | 0.12% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 12,135 | $590.0K | 0.04% | −519−4.1% | Reduced |
| Aldebaran Financial Inc. | 12,175 | $590.0K | 0.52% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,211 | $593.0K | 0.05% | −72−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,212 | $594.0K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 12,248 | $595.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12,263 | $596.0K | 0.13% | −625−4.8% | Reduced |
| Grimes & Company, Inc. | 12,268 | $596.0K | 0.03% | −179−1.4% | Reduced |