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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 18,584 | $903.0K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 18,601 | $904.0K | 0.23% | −24,773−57.1% | Reduced |
| Donaldson Capital Management, LLC | 18,591 | $904.0K | 0.05% | +4,935+36.1% | Added |
| Washington Trust Co | 18,767 | $912.0K | 0.03% | +2,798+17.5% | Added |
| JustInvest LLC | 18,930 | $920.0K | 0.10% | +8,809+87.0% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $923.0K | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 19,036 | $925.0K | 0.07% | −2,340−10.9% | Reduced |
| American Portfolios Advisors | 19,146 | $930.5K | 0.04% | −1,987−9.4% | Reduced |
| Webster Bank, N. A. | 19,181 | $932.0K | 0.10% | −5,893−23.5% | Reduced |
| Brown Advisory Securities, LLC | 19,246 | $935.0K | 0.15% | −745−3.7% | Reduced |
| Sowell Financial Services LLC | 19,256 | $936.0K | 0.06% | −2,016−9.5% | Reduced |
| Bridges Investment Management Inc | 19,293 | $937.0K | 0.03% | −150−0.8% | Reduced |
| Advisors Asset Management, Inc. | 19,305 | $938.0K | 0.01% | −12,483−39.3% | Reduced |
| Caldwell Trust Co | 19,339 | $939.9K | 0.12% | +2,142+12.5% | Added |
| Everence Capital Management Inc | 19,460 | $946.0K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 19,681 | $957.0K | 0.04% | +68+0.3% | Added |
| Sandy Spring Bank | 19,783 | $961.0K | 0.05% | −6,176−23.8% | Reduced |
| Warther Private Wealth, LLC | 19,804 | $965.0K | 0.94% | +19,804 | New |
| Resources Management Corp | 19,878 | $966.0K | 0.14% | −650−3.2% | Reduced |
| Graypoint LLC | 19,885 | $966.0K | 0.13% | +141+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 20,036 | $973.5K | 0.01% | −2,313−10.3% | Reduced |
| Wendell David Associates Inc | 20,040 | $974.0K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 20,095 | $977.0K | 0.57% | +15+0.1% | Added |
| Johnson Investment Counsel Inc | 20,105 | $980.0K | 0.01% | +537+2.7% | Added |
| Choate Investment Advisors | 20,286 | $985.0K | 0.06% | −2,107−9.4% | Reduced |
| BP PLC | 20,325 | $987.0K | 0.04% | −7,909−28.0% | Reduced |
| Abbrea Capital, LLC | 20,251 | $987.0K | 0.15% | −50−0.2% | Reduced |
| Selway Asset Management | 20,315 | $987.0K | 0.53% | +2,155+11.9% | Added |
| Arkadios Wealth Advisors | 20,346 | $988.0K | 0.12% | −10,451−33.9% | Reduced |
| Lipe & Dalton | 20,447 | $994.0K | 0.52% | 00.0% | Unchanged |
| Burns J W & Co Inc | 20,481 | $995.0K | 0.16% | −2,910−12.4% | Reduced |
| Aureus Asset Management, LLC | 20,725 | $1.01M | 0.06% | +20,725 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $1.01M | 0.03% | −1,451−6.6% | Reduced |
| MAI Capital Management | 20,864 | $1.01M | 0.02% | +870+4.4% | Added |
| Sequoia Financial Advisors, LLC | 20,909 | $1.02M | 0.04% | +823+4.1% | Added |
| AE Wealth Management LLC | 21,051 | $1.02M | 0.01% | +1,556+8.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,261 | $1.03M | 0.11% | −525−2.4% | Reduced |
| Perigon Wealth Management, LLC | 21,291 | $1.03M | 0.09% | +197+0.9% | Added |
| USS Investment Management Ltd | 21,359 | $1.04M | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 21,382 | $1.04M | 0.20% | +14+0.1% | Added |
| Wilen Investment Management Corp. | 21,524 | $1.04M | 0.89% | 00.0% | Unchanged |
| Financial Counselors Inc | 21,407 | $1.04M | 0.02% | −5,281−19.8% | Reduced |
| AdvisorNet Financial, Inc | 21,518 | $1.05M | 0.07% | +185+0.9% | Added |
| Rossmore Private Capital | 21,635 | $1.05M | 0.18% | +539+2.6% | Added |
| Roberts Glore & Co Inc | 21,689 | $1.05M | 0.32% | −785−3.5% | Reduced |
| Bessemer Group Inc | 21,901 | $1.06M | 0.00% | +55+0.3% | Added |
| Van Leeuwen & Company, LLC | 22,601 | $1.10M | 0.65% | +22,601 | New |
| Bollard Group LLC | 22,700 | $1.10M | 0.03% | +100.0% | Added |
| Garrison Point Advisors, LLC | 22,785 | $1.11M | 0.80% | +778+3.5% | Added |
| Avantax Advisory Services, Inc. | 22,980 | $1.11M | 0.02% | +2,398+11.7% | Added |
| Investors Financial Group, LLC | 22,947 | $1.11M | 0.60% | +560+2.5% | Added |
| CWM, LLC | 22,959 | $1.12M | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 23,136 | $1.13M | 0.02% | +23,136 | New |
| NorthCoast Asset Management LLC | 23,218 | $1.13M | 0.04% | +13,310+134.3% | Added |
| International Assets Investment Management, LLC | 44,932 | $1.14M | 0.21% | +824+1.9% | Added |
| Benjamin Edwards Inc | 23,454 | $1.14M | 0.78% | +23,454 | New |
| New England Research & Management, Inc. | 23,525 | $1.14M | 0.59% | −17,700−42.9% | Reduced |
| World Asset Management Inc | 23,512 | $1.14M | 0.10% | −89−0.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 23,793 | $1.16M | 0.15% | −350−1.4% | Reduced |
| Tower Bridge Advisors | 23,867 | $1.16M | 0.08% | −875−3.5% | Reduced |
| Advisory Services Network, LLC | 24,028 | $1.17M | 0.04% | +4,653+24.0% | Added |
| Wedbush Securities Inc | 24,420 | $1.19M | 0.06% | −7,402−23.3% | Reduced |
| IBM Retirement Fund | 24,530 | $1.19M | 0.09% | −5,121−17.3% | Reduced |
| Scotia Capital Inc. | 24,903 | $1.21M | 0.01% | +316+1.3% | Added |
| Southport Management, L.L.C. | 25,000 | $1.22M | 4.11% | 00.0% | Unchanged |
| Allstate Corp | 25,018 | $1.22M | 0.04% | −2,326−8.5% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.22M | 0.30% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 25,086 | $1.22M | 0.58% | +1,057+4.4% | Added |
| First Manhattan Co | 25,371 | $1.23M | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 25,419 | $1.24M | 0.12% | −1,333−5.0% | Reduced |
| Salem Investment Counselors Inc | 25,467 | $1.24M | 0.07% | −750−2.9% | Reduced |
| Essex Financial Services, Inc. | 29,363 | $1.24M | 0.18% | 00.0% | Unchanged |
| Lavaca Capital LLC | 25,507 | $1.24M | 0.64% | +25,507 | New |
| Cigna Investments Inc | 25,765 | $1.25M | 0.09% | −3,851−13.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,798 | $1.25M | 0.00% | +1,884+7.9% | Added |
| Ellis Investment Partners, LLC | 25,859 | $1.26M | 0.32% | +145+0.6% | Added |
| Hartford Financial Management Inc. | 25,879 | $1.26M | 0.31% | −24−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.26M | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 26,389 | $1.28M | 0.04% | +9,821+59.3% | Added |
| Los Angeles Capital Management LLC | 26,632 | $1.29M | 0.01% | −283,453−91.4% | Reduced |
| Simplex Trading, LLC | 26,755 | $1.30M | 0.05% | +18,441+221.8% | Added |
| Principle Wealth Partners LLC | 26,977 | $1.31M | 0.15% | −482−1.8% | Reduced |
| Inscription Capital, LLC | 26,977 | $1.31M | 0.15% | +26,977 | New |
| Dowling & Yahnke LLC | 27,103 | $1.32M | 0.08% | −102−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 27,704 | $1.35M | 0.01% | −3,655−11.7% | Reduced |
| Waters Parkerson & Co., LLC | 27,733 | $1.35M | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 28,374 | $1.35M | 0.04% | +3,230+12.8% | Added |
| Montecito Bank & Trust | 27,955 | $1.36M | 0.26% | +495+1.8% | Added |
| Crestwood Advisors Group LLC | 27,967 | $1.36M | 0.04% | −5,526−16.5% | Reduced |
| Neville Rodie & Shaw Inc | 28,328 | $1.38M | 0.11% | −50.0% | Reduced |
| Regentatlantic Capital LLC | 28,598 | $1.39M | 0.04% | −121−0.4% | Reduced |
| Cetera Advisors LLC | 28,785 | $1.40M | 0.03% | +1,217+4.4% | Added |
| Delta Financial Advisors LLC | 29,098 | $1.41M | 0.62% | +29,098 | New |
| KCM Investment Advisors LLC | 29,817 | $1.45M | 0.06% | +6,591+28.4% | Added |
| Acadian Asset Management LLC | 29,883 | $1.45M | 0.01% | −3,264−9.8% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.46M | 0.07% | +689+2.7% | Added |
| Financial Advocates Investment Management | 30,210 | $1.47M | 0.10% | −4,364−12.6% | Reduced |
| Fishman Jay A Ltd | 30,267 | $1.47M | 0.18% | −2,816−8.5% | Reduced |
| Savant Capital, LLC | 30,379 | $1.48M | 0.06% | +1,398+4.8% | Added |
| South Dakota Investment Council | 30,459 | $1.48M | 0.03% | −3,020−9.0% | Reduced |