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 |
|---|---|---|---|---|---|
| Central Trust Co | 30,575 | $1.49M | 0.05% | −185−0.6% | Reduced |
| Citizens Business Bank | 30,924 | $1.50M | 0.20% | +710+2.3% | Added |
| FineMark National Bank & Trust | 31,176 | $1.51M | 0.06% | +257+0.8% | Added |
| Lazard Freres Gestion S.A.S. | 37,043 | $1.52M | 0.05% | −2,223−5.7% | Reduced |
| Ieq Capital, LLC | 31,268 | $1.52M | 0.04% | +3,790+13.8% | Added |
| Palladium Partners LLC | 31,343 | $1.52M | 0.07% | −1,329−4.1% | Reduced |
| Veracity Capital LLC | 31,388 | $1.52M | 0.36% | −1,004−3.1% | Reduced |
| Curbstone Financial Management Corp | 31,398 | $1.53M | 0.29% | +250+0.8% | Added |
| Breiter Capital Management Inc | 31,735 | $1.54M | 0.83% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31,879 | $1.55M | 0.06% | −3,200−9.1% | Reduced |
| Cetera Investment Advisers | 31,968 | $1.55M | 0.02% | +3,661+12.9% | Added |
| Ethic Inc. | 32,018 | $1.56M | 0.19% | +10,812+51.0% | Added |
| Zurich Insurance Group Ltd | 32,200 | $1.56M | 0.02% | +32,200 | New |
| Blue Square Asset Management, LLC | 32,449 | $1.58M | 0.97% | +1,822+5.9% | Added |
| E. Ohman J:or Asset Management AB | 32,800 | $1.59M | 0.05% | −7,700−19.0% | Reduced |
| Fulcrum Asset Management LLP | – | $1.60M | 0.67% | – | – |
| Vident Investment Advisory, LLC | 32,922 | $1.60M | 0.05% | +18,785+132.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 33,007 | $1.60M | 1.11% | −493−1.5% | Reduced |
| Sawgrass Asset Management LLC | 33,596 | $1.63M | 0.14% | +495+1.5% | Added |
| City Holding Co | 33,737 | $1.64M | 0.29% | −2,124−5.9% | Reduced |
| Panagora Asset Management Inc | 34,248 | $1.66M | 0.01% | +6,146+21.9% | Added |
| Matthew Goff Investment Advisor, LLC | 34,330 | $1.67M | 0.42% | −20.0% | Reduced |
| Whittier Trust Co | 35,045 | $1.70M | 0.03% | −9,999−22.2% | Reduced |
| Thrivent Financial for Lutherans | 35,083 | $1.71M | 0.00% | +50+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 35,296 | $1.72M | 0.03% | 00.0% | Unchanged |
| Madison Avenue Partners, LP | 35,459 | $1.72M | 0.51% | −460,000−92.8% | Reduced |
| Proequities, Inc. | 35,424 | $1.73M | 0.11% | +2,080+6.2% | Added |
| Pinebridge Investments, L.P. | 35,587 | $1.73M | 0.02% | −34,117−48.9% | Reduced |
| Syntal Capital Partners, LLC | 35,652 | $1.74M | 0.61% | −3,346−8.6% | Reduced |
| Shell Asset Management Co | 35,739 | $1.74M | 0.03% | −7,300−17.0% | Reduced |
| Pacific Global Investment Management CO | 35,913 | $1.75M | 0.35% | −140.0% | Reduced |
| Beacon Pointe Advisors, LLC | 35,911 | $1.75M | 0.06% | +27,978+352.7% | Added |
| Poehling Capital Management, LLC | 35,971 | $1.75M | 0.56% | +1,259+3.6% | Added |
| Headinvest, LLC | 36,507 | $1.77M | 0.34% | +1,282+3.6% | Added |
| Shikiar Asset Management Inc | 36,500 | $1.77M | 0.50% | +36,500 | New |
| Boston Private Wealth LLC | 36,640 | $1.78M | 0.02% | +1,797+5.2% | Added |
| Birch Hill Investment Advisors LLC | 37,036 | $1.80M | 0.10% | −491−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 37,095 | $1.80M | 0.03% | +52+0.1% | Added |
| Cetera Advisor Networks LLC | 37,293 | $1.81M | 0.03% | +7,348+24.5% | Added |
| Moors & Cabot, Inc. | 38,467 | $1.87M | 0.13% | +2,776+7.8% | Added |
| MD Financial Management Inc. | 38,617 | $1.88M | 0.05% | +38,617 | New |
| Benjamin F. Edwards & Company, Inc. | 39,285 | $1.91M | 0.10% | +37,804+2,552.6% | Added |
| York Capital Management Global Advisors, LLC | 39,859 | $1.94M | 0.22% | +39,859 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.94M | 0.54% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 40,000 | $1.95M | 0.28% | +40,000 | New |
| Gofen & Glossberg LLC | 40,054 | $1.95M | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 40,438 | $1.97M | 0.01% | −90,652−69.2% | Reduced |
| People's United Financial, Inc. | 40,461 | $1.97M | 0.04% | +333+0.8% | Added |
| MUFG Americas Holdings Corp | 40,997 | $1.99M | 0.04% | −1,793−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 41,005 | $1.99M | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 41,342 | $2.01M | 0.47% | −4,514−9.8% | Reduced |
| Mercer Global Advisors Inc | 41,534 | $2.02M | 0.02% | +4,483+12.1% | Added |
| YHB Investment Advisors, Inc. | 41,665 | $2.02M | 0.17% | +532+1.3% | Added |
| NBT Bank N A | 41,679 | $2.02M | 0.28% | −823−1.9% | Reduced |
| Bartlett & Co. LLC | 41,701 | $2.03M | 0.04% | −5,655−11.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 41,701 | $2.03M | 0.04% | −5,655−11.9% | Reduced |
| Crossmark Global Holdings, Inc. | 41,819 | $2.03M | 0.05% | +546+1.3% | Added |
| Advisor Partners LLC | 42,015 | $2.04M | 0.13% | −319−0.8% | Reduced |
| Glenview Trust Co | 42,388 | $2.06M | 0.08% | +9,143+27.5% | Added |
| Gilman Hill Asset Management, LLC | 42,686 | $2.08M | 0.53% | +1,715+4.2% | Added |
| Woodard & Co Asset Management Group Inc | 43,088 | $2.09M | 1.25% | −1,462−3.3% | Reduced |
| XXEC, Inc. | 43,118 | $2.10M | 1.38% | +476+1.1% | Added |
| Monarch Capital Management Inc | 43,454 | $2.11M | 0.60% | +450+1.0% | Added |
| Prospector Partners LLC | 43,630 | $2.12M | 0.27% | +5,800+15.3% | Added |
| Wolverine Trading, LLC | 43,571 | $2.12M | 0.06% | +24,313+126.2% | Added |
| Canandaigua National Corp | 43,804 | $2.13M | 0.35% | +677+1.6% | Added |
| Mackenzie Financial Corp | 43,823 | $2.13M | 0.00% | +10,763+32.6% | Added |
| Daiwa Securities Group Inc. | 44,332 | $2.15M | 0.01% | +2,387+5.7% | Added |
| Parsons Capital Management Inc | 44,712 | $2.17M | 0.17% | +586+1.3% | Added |
| PCJ Investment Counsel Ltd. | 45,000 | $2.19M | 0.82% | +45,000 | New |
| Cacti Asset Management LLC | 47,091 | $2.22M | 0.18% | 00.0% | Unchanged |
| Winton Group Ltd | 45,772 | $2.23M | 0.12% | −25,884−36.1% | Reduced |
| PGGM Investments | 45,975 | $2.23M | 0.01% | −114,720−71.4% | Reduced |
| M Holdings Securities, Inc. | 46,136 | $2.24M | 0.22% | −1,491−3.1% | Reduced |
| Cunning Capital Partners, LP | 46,470 | $2.26M | 1.21% | +9,045+24.2% | Added |
| Pacer Advisors, Inc. | 46,645 | $2.27M | 0.03% | −8,181−14.9% | Reduced |
| Zacks Investment Management | 47,209 | $2.29M | 0.04% | +47,209 | New |
| Trust Co of Vermont | 47,250 | $2.30M | 0.16% | −281−0.6% | Reduced |
| Burney Co | 47,332 | $2.30M | 0.11% | −2,634−5.3% | Reduced |
| Veritable, L.P. | 47,481 | $2.31M | 0.04% | +411+0.9% | Added |
| Kentucky Retirement Systems | 47,567 | $2.31M | 0.11% | −54−0.1% | Reduced |
| Argent Trust Co | 47,754 | $2.32M | 0.15% | +2,106+4.6% | Added |
| Tiaa, FSB | 47,789 | $2.32M | 0.01% | −6,192−11.5% | Reduced |
| Woodstock Corp | 47,853 | $2.33M | 0.27% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 48,111 | $2.34M | 0.24% | +788+1.7% | Added |
| Achmea Investment Management B.V. | 48,741 | $2.37M | 0.08% | +20,960+75.4% | Added |
| Cullinan Associates Inc | 49,000 | $2.38M | 0.13% | −200−0.4% | Reduced |
| Walleye Capital LLC | 49,500 | $2.41M | 0.09% | +49,500 | New |
| Louisiana State Employees Retirement System | 50,900 | $2.47M | 0.06% | +300+0.6% | Added |
| PEAK6 Investments LLC | 51,232 | $2.49M | 0.07% | +51,232 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,912 | $2.52M | 0.06% | −379−0.7% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.55M | 1.12% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 52,416 | $2.55M | 0.06% | +29,024+124.1% | Added |
| McMillion Capital Management Inc | 52,458 | $2.55M | 1.39% | +34,577+193.4% | Added |
| Triasima Portfolio Management inc. | 52,485 | $2.55M | 0.12% | +2,590+5.2% | Added |
| STRS Ohio | 52,999 | $2.58M | 0.01% | −13,249−20.0% | Reduced |
| FORA Capital, LLC | 53,065 | $2.58M | 0.48% | +39,375+287.6% | Added |
| Blair William & Co | 53,337 | $2.59M | 0.01% | −3,637−6.4% | Reduced |
| United Capital Financial Advisers, LLC | 54,234 | $2.64M | 0.01% | −2,314−4.1% | Reduced |
| New Mexico Educational Retirement Board | 54,517 | $2.65M | 0.09% | +3,000+5.8% | Added |