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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 12,273 | $596.0K | 0.07% | −20−0.2% | Reduced |
| CAPROCK Group, Inc. | 12,262 | $597.0K | 0.05% | +780+6.8% | Added |
| Country Club Trust Company, n.a. | 12,286 | $598.0K | 0.05% | −2,075−14.4% | Reduced |
| QS Investors, LLC | 12,369 | $602.0K | 0.01% | −156−1.2% | Reduced |
| Wetherby Asset Management Inc | 12,436 | $604.0K | 0.04% | +836+7.2% | Added |
| J.W. Cole Advisors, Inc. | 12,571 | $611.0K | 0.05% | +141+1.1% | Added |
| Investment Advisory Services Inc | 12,576 | $611.0K | 0.38% | +12,576 | New |
| Werlinich Asset Management, LLC | 12,625 | $613.6K | 0.50% | 00.0% | Unchanged |
| Veriti Management LLC | 12,673 | $616.0K | 0.09% | +6,707+112.4% | Added |
| Chicago Capital, LLC | 12,737 | $619.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,784 | $621.0K | 0.02% | +624+5.1% | Added |
| Capitolis Advisors LLC | 12,803 | $622.0K | 0.01% | −4,536−26.2% | Reduced |
| Means Investment Co., Inc. | 12,821 | $623.0K | 0.12% | −78−0.6% | Reduced |
| Flputnam Investment Management Co | 13,173 | $640.0K | 0.02% | −185−1.4% | Reduced |
| Lincoln National Corp | 13,201 | $641.0K | 0.01% | +262+2.0% | Added |
| Forte Capital LLC | 13,229 | $643.0K | 0.09% | +500+3.9% | Added |
| Gotham Asset Management, LLC | 13,452 | $654.0K | 0.03% | −53,015−79.8% | Reduced |
| Markston International LLC | 13,456 | $654.0K | 0.40% | −42,371−75.9% | Reduced |
| DuPont Capital Management Corp | 13,464 | $654.0K | 0.02% | +346+2.6% | Added |
| Carroll Financial Associates, Inc. | 13,464 | $654.0K | 0.04% | +3,473+34.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 13,581 | $660.0K | 0.01% | +563+4.3% | Added |
| Fiduciary Group LLC | 11,585 | $661.0K | 0.08% | +66+0.6% | Added |
| Holderness Investments Co | 13,675 | $665.0K | 0.22% | −334−2.4% | Reduced |
| Aull & Monroe Investment Management Corp | 13,706 | $667.0K | 0.32% | −350−2.5% | Reduced |
| Nomura Holdings Inc | 13,803 | $671.0K | 0.01% | −3,453−20.0% | Reduced |
| Journey Advisory Group, LLC | 13,820 | $672.0K | 0.21% | −165−1.2% | Reduced |
| Outfitter Financial LLC | 13,855 | $673.0K | 0.52% | −3,010−17.8% | Reduced |
| Security National Bank of Sioux City Iowa | 13,866 | $674.0K | 0.53% | +1,757+14.5% | Added |
| Allred Capital Management, LLC | 13,923 | $676.0K | 0.33% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 13,970 | $679.0K | 0.19% | −350−2.4% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $684.0K | 0.38% | −507−3.5% | Reduced |
| Everett Harris & Co | 14,121 | $686.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,132 | $687.0K | 0.03% | −17,400−55.2% | Reduced |
| Trust Co of Virginia | 14,108 | $688.0K | 0.08% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 14,176 | $689.0K | 0.45% | −209−1.5% | Reduced |
| Pitcairn Co | 14,191 | $690.0K | 0.05% | −192−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 14,249 | $693.0K | 0.07% | +839+6.3% | Added |
| Toroso Investments, LLC | 14,274 | $694.0K | 0.03% | +3,976+38.6% | Added |
| BTR Capital Management Inc | 14,305 | $695.0K | 0.09% | +1,000+7.5% | Added |
| Papp L Roy & Associates | 14,310 | $695.0K | 0.09% | +3,952+38.2% | Added |
| Amussen Hunsaker Associates LLC | 14,386 | $699.0K | 0.20% | −453−3.1% | Reduced |
| Ar Asset Management Inc | 14,400 | $700.0K | 0.20% | 00.0% | Unchanged |
| True North Advisors, LLC | 14,554 | $707.0K | 0.15% | +75+0.5% | Added |
| Bath Savings Trust Co | 14,578 | $708.0K | 0.08% | −335−2.2% | Reduced |
| Bryn Mawr Trust Co | 14,655 | $712.0K | 0.03% | −137−0.9% | Reduced |
| ELCO Management Co., LLC | 14,712 | $715.0K | 0.53% | +946+6.9% | Added |
| Spire Wealth Management | 14,778 | $718.0K | 0.02% | +6,423+76.9% | Added |
| Wellington Management Group LLP | 14,791 | $719.0K | 0.00% | −1,846−11.1% | Reduced |
| Compton Capital Management Inc | 14,794 | $719.0K | 0.21% | +30+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,876 | $723.0K | 0.08% | −695−4.5% | Reduced |
| South State Corp. | 14,973 | $728.0K | 0.06% | −3,082−17.1% | Reduced |
| Baldwin Investment Management, LLC | 15,067 | $732.0K | 0.12% | −634−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 15,063 | $732.0K | 0.15% | +15,063 | New |
| Columbia Asset Management | 15,123 | $735.0K | 0.16% | −8,385−35.7% | Reduced |
| Home Federal Bank of Tennessee | 15,264 | $742.0K | 0.27% | +1,500+10.9% | Added |
| Frontier Wealth Management LLC | 15,336 | $745.0K | 0.05% | −254−1.6% | Reduced |
| Nichols & Pratt Advisers LLP | 15,360 | $746.0K | 0.06% | −13,480−46.7% | Reduced |
| Boenning & Scattergood, Inc. | 15,448 | $751.0K | 0.13% | 00.0% | Unchanged |
| Colony Group LLC | 15,498 | $753.0K | 0.01% | −45,160−74.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $753.0K | 0.16% | +15,500 | New |
| Parallel Advisors, LLC | 15,548 | $756.0K | 0.03% | +1,747+12.7% | Added |
| River Wealth Advisors LLC | 15,620 | $759.0K | 0.13% | +241+1.6% | Added |
| Parsec Financial Management, Inc. | 15,661 | $761.0K | 0.04% | −570−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 15,659 | $761.0K | 0.31% | +1,799+13.0% | Added |
| Valley Brook Capital Group | 15,759 | $765.0K | 0.73% | 00.0% | Unchanged |
| Capital City Trust Co | 15,789 | $767.0K | 0.23% | −784−4.7% | Reduced |
| Westhampton Capital, LLC | 16,037 | $779.0K | 0.51% | −100−0.6% | Reduced |
| Jane Street Group, LLC | 16,161 | $786.0K | 0.00% | −46,432−74.2% | Reduced |
| Fieldpoint Private Securities, LLC | 13,932 | $789.0K | 0.17% | +13,684+5,517.7% | Added |
| Groesbeck Investment Management Corp | 16,296 | $792.0K | 1.01% | +2,060+14.5% | Added |
| Transform Wealth, LLC | 16,301 | $792.0K | 0.10% | +2,338+16.7% | Added |
| EagleClaw Capital Managment, LLC | 16,350 | $795.0K | 0.21% | +5,150+46.0% | Added |
| HighPoint Advisor Group LLC | 16,400 | $797.0K | 0.08% | +1,037+6.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 16,413 | $798.0K | 0.11% | +200+1.2% | Added |
| Foster & Motley Inc | 16,454 | $800.0K | 0.07% | −317−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 16,451 | $800.0K | 0.03% | +795+5.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,574 | $805.0K | 0.04% | +9,831+145.8% | Added |
| Montag A & Associates Inc | 16,615 | $807.0K | 0.04% | −110−0.7% | Reduced |
| David Loasby | 16,679 | $811.0K | 0.11% | +34+0.2% | Added |
| Merit Financial Group, LLC | 16,724 | $813.0K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 16,924 | $822.0K | 0.77% | −550−3.1% | Reduced |
| Cutler Group LP | 17,000 | $826.0K | 0.06% | +9,996+142.7% | Added |
| Rafferty Asset Management, LLC | 17,070 | $830.0K | 0.01% | +2,952+20.9% | Added |
| Bragg Financial Advisors, Inc | 17,155 | $834.0K | 0.05% | −965−5.3% | Reduced |
| Buffington Mohr McNeal | 17,421 | $847.0K | 0.17% | +4,907+39.2% | Added |
| Miller Investment Management, LP | 17,500 | $851.0K | 0.15% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17,564 | $854.0K | 0.08% | −244−1.4% | Reduced |
| Vontobel Holding Ltd. | 17,540 | $855.0K | 0.01% | −522−2.9% | Reduced |
| Pinnacle Associates Ltd | 17,605 | $856.0K | 0.02% | −466−2.6% | Reduced |
| Curated Wealth Partners LLC | 17,652 | $858.0K | 0.47% | +323+1.9% | Added |
| TRUE Private Wealth Advisors | 17,702 | $862.0K | 0.13% | −1,948−9.9% | Reduced |
| Vestcor Inc | 17,754 | $863.0K | 0.03% | −1,315−6.9% | Reduced |
| Corient Capital Partners, LLC | 17,817 | $865.0K | 0.06% | +1,301+7.9% | Added |
| Redpoint Investment Management Pty Ltd | 17,868 | $868.0K | 0.07% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 17,939 | $872.0K | 0.13% | +2,840+18.8% | Added |
| Boothbay Fund Management, LLC | 18,281 | $888.0K | 0.04% | +4,999+37.6% | Added |
| Trust Co of Toledo NA | 18,402 | $894.0K | 0.15% | −10,715−36.8% | Reduced |
| Triangle Securities Wealth Management | 18,442 | $896.0K | 0.30% | −4,150−18.4% | Reduced |
| Estabrook Capital Management | 18,511 | $899.6K | 0.14% | +848+4.8% | Added |
| Simmons Bank | 18,529 | $900.0K | 0.07% | −520−2.7% | Reduced |