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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 5,316 | $258.0K | 0.00% | +5,316 | New |
| Horizon Investments, LLC | 5,247 | $255.0K | 0.01% | +133+2.6% | Added |
| Clear Harbor Asset Management, LLC | 5,220 | $254.0K | 0.03% | −1,555−23.0% | Reduced |
| Telemus Capital, LLC | 5,232 | $254.0K | 0.02% | −421−7.4% | Reduced |
| Homrich & Berg | 5,220 | $254.0K | 0.01% | −57−1.1% | Reduced |
| Notis-McConarty Edward | 5,175 | $252.0K | 0.09% | −200−3.7% | Reduced |
| Sawtooth Solutions, LLC | 5,176 | $252.0K | 0.05% | +5,176 | New |
| King Luther Capital Management Corp | 5,145 | $250.0K | 0.00% | +5,145 | New |
| IFG Advisory, LLC | 5,131 | $249.0K | 0.03% | −3,970−43.6% | Reduced |
| First Quadrant L P | 5,123 | $249.0K | 0.03% | −1,885−26.9% | Reduced |
| Cobblestone Capital Advisors LLC | 5,130 | $249.0K | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,858 | $247.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 5,089 | $247.0K | 0.04% | −549−9.7% | Reduced |
| Formidable Asset Management, LLC | 5,011 | $246.0K | 0.05% | −110−2.1% | Reduced |
| GSB Wealth Management, LLC | 5,039 | $245.0K | 0.08% | +6+0.1% | Added |
| Whalerock Point Partners, LLC | 5,028 | $244.4K | 0.09% | −200−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 5,019 | $244.0K | 0.02% | −901−15.2% | Reduced |
| Karp Capital Management Corp | 4,991 | $243.0K | 0.04% | +4,991 | New |
| Aveo Capital Partners, LLC | 4,982 | $242.0K | 0.05% | +28+0.6% | Added |
| Brookstone Capital Management | 4,914 | $242.0K | 0.00% | +4,914 | New |
| Edge Capital Group, LLC | 4,967 | $241.0K | 0.02% | −1,328−21.1% | Reduced |
| Wolverine Asset Management LLC | 4,960 | $241.0K | 0.00% | +4,960 | New |
| Carmichael Hill & Associates, Inc. | 4,945 | $240.0K | 0.14% | −131−2.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,935 | $240.0K | 0.04% | −110−2.2% | Reduced |
| BDO Wealth Advisors, LLC | 4,916 | $239.0K | 0.03% | −195−3.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,915 | $239.0K | 0.09% | +3,174+182.3% | Added |
| Versant Capital Management, Inc | 4,892 | $238.0K | 0.09% | −90−1.8% | Reduced |
| JBF Capital, Inc. | 4,900 | $238.0K | 0.06% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 4,891 | $238.0K | 0.05% | +4,891 | New |
| Orion Portfolio Solutions, LLC | 4,888 | $238.0K | 0.01% | +4,888 | New |
| D'Orazio & Associates, Inc. | 4,886 | $237.0K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,874 | $236.0K | 0.06% | +11+0.2% | Added |
| Pinnacle Financial Partners Inc | 4,849 | $236.0K | 0.01% | +4,224+675.8% | Added |
| Peddock Capital Advisors, LLC | 4,280 | $236.0K | 0.08% | +4,280 | New |
| Pinnacle Wealth Advisors | 4,849 | $236.0K | 0.01% | +4,849 | New |
| Barrett Asset Management, LLC | 4,844 | $235.0K | 0.01% | −247−4.9% | Reduced |
| Spinnaker Trust | 4,832 | $235.0K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,808 | $234.0K | 0.01% | −530−9.9% | Reduced |
| Logan Capital Management Inc | 4,804 | $233.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,751 | $231.0K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,736 | $230.0K | 0.00% | −17−0.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,740 | $230.0K | 0.08% | +4,740 | New |
| Chicago Trust Co NA | 4,712 | $229.0K | 0.05% | +4,712 | New |
| LVW Advisors, LLC | 4,686 | $228.0K | 0.04% | −1,556−24.9% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $228.0K | 0.21% | −625−11.7% | Reduced |
| Bridgewater Advisors Inc. | 4,672 | $227.0K | 0.07% | +4,672 | New |
| CX Institutional | 4,644 | $226.0K | 0.02% | +463+11.1% | Added |
| Minot Wealth Management LLC | 4,575 | $225.0K | 0.05% | +4,575 | New |
| Sheets Smith Wealth Management | 4,617 | $224.0K | 0.03% | −312−6.3% | Reduced |
| CFO4Life Group, LLC | 4,579 | $223.0K | 0.05% | +4,579 | New |
| Lake Street Advisors Group, LLC | 3,970 | $222.0K | 0.02% | +3,970 | New |
| Fernwood Investment Management, LLC | 4,552 | $221.0K | 0.07% | −499−9.9% | Reduced |
| Founders Capital Management, LLC | 4,538 | $221.0K | 0.05% | −308−6.4% | Reduced |
| Nicolet Bankshares Inc | 4,544 | $221.0K | 0.06% | +4,544 | New |
| Hilltop Holdings Inc. | 4,545 | $221.0K | 0.02% | +4,545 | New |
| Silicon Valley Capital Partners | 4,545 | $221.0K | 0.04% | +4,545 | New |
| Grandfield & Dodd, LLC | 4,507 | $220.0K | 0.02% | +4,507 | New |
| MPS Loria Financial Planners, LLC | 4,499 | $219.0K | 0.10% | +27+0.6% | Added |
| Main Street Financial Solutions, LLC | 4,498 | $219.0K | 0.04% | +4,498 | New |
| Aberdeen Wealth Management LLC | 4,500 | $219.0K | 0.20% | +4,500 | New |
| First Bank & Trust | 4,484 | $218.0K | 0.11% | +330+7.9% | Added |
| Congress Asset Management Co | 4,491 | $218.0K | 0.00% | +4,491 | New |
| Acropolis Investment Management, LLC | 4,455 | $217.0K | 0.02% | +10.0% | Added |
| Rodgers Brothers Inc. | 4,446 | $216.0K | 0.04% | −440−9.0% | Reduced |
| Laidlaw Wealth Management LLC | 4,442 | $216.0K | 0.06% | +4,442 | New |
| Usca Ria LLC | 4,413 | $214.0K | 0.01% | −12,703−74.2% | Reduced |
| Todd Asset Management LLC | 4,405 | $214.0K | 0.00% | +4,405 | New |
| Harbor Investment Advisory, LLC | 4,385 | $213.0K | 0.03% | −80−1.8% | Reduced |
| Radnor Capital Management, LLC | 4,382 | $213.0K | 0.07% | +4,382 | New |
| First Citizens Bank & Trust Co | 4,360 | $212.0K | 0.01% | +4,360 | New |
| Chicago Partners Investment Group LLC | 4,101 | $211.0K | 0.02% | +4,101 | New |
| Waldron Private Wealth LLC | 4,348 | $211.0K | 0.01% | +4,348 | New |
| Covenant Multifamily Offices, LLC | 4,336 | $211.0K | 0.04% | +4,336 | New |
| Warren Averett Asset Management, LLC | 3,729 | $209.0K | 0.02% | +3,729 | New |
| Ritholtz Wealth Management | 4,306 | $209.0K | 0.02% | +4,306 | New |
| Texas Yale Capital Corp. | 4,270 | $208.0K | 0.01% | +4,270 | New |
| West Family Investments, Inc. | 4,281 | $208.0K | 0.06% | +4,281 | New |
| Equitable Trust Co | 4,232 | $206.0K | 0.01% | +4,232 | New |
| ProVise Management Group, LLC | 4,211 | $205.0K | 0.02% | +4,211 | New |
| US Financial Advisors, LLC | 4,228 | $205.0K | 0.10% | +4,228 | New |
| Claret Asset Management Corp | 4,217 | $205.0K | 0.03% | +4,217 | New |
| Keebeck Wealth Management, LLC | 4,200 | $205.0K | 0.03% | +4,200 | New |
| North Star Investment Management Corp. | 4,191 | $204.0K | 0.02% | +1,161+38.3% | Added |
| Rockland Trust Co | 4,204 | $204.0K | 0.01% | +4,204 | New |
| Stock Yards Bank & Trust Co | 4,192 | $204.0K | 0.01% | +4,192 | New |
| Hall Capital Management Co Inc | 4,200 | $204.0K | 0.13% | +4,200 | New |
| Madison Wealth Management | 4,185 | $203.0K | 0.04% | −1,082−20.5% | Reduced |
| Fort Washington Investment Advisors Inc | 4,190 | $203.0K | 0.00% | +4,190 | New |
| Smithfield Trust Co | 4,145 | $202.0K | 0.01% | −1,155−21.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,150 | $202.0K | 0.03% | −19−0.5% | Reduced |
| Pavion Blue Capital, LLC | 4,154 | $202.0K | 0.12% | +4,154 | New |
| Trustcore Financial Services, LLC | 4,135 | $201.0K | 0.02% | +6+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,137 | $201.0K | 0.04% | +4,137 | New |
| Manchester Capital Management LLC | 4,092 | $199.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,965 | $192.7K | 0.03% | −2,035−33.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,837 | $187.0K | 0.02% | +707+22.6% | Added |
| Mirova | 3,814 | $185.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,782 | $183.0K | 0.02% | +1,359+56.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,715 | $181.0K | 0.13% | −220−5.6% | Reduced |
| Johnson Financial Group, Inc. | 3,701 | $180.0K | 0.01% | +37+1.0% | Added |