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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 3,648 | $177.0K | 0.07% | +3,648 | New |
| First Financial Corp | 3,623 | $176.0K | 0.12% | −35−1.0% | Reduced |
| Parkside Financial Bank & Trust | 3,550 | $172.0K | 0.05% | −846−19.2% | Reduced |
| TD Private Client Wealth LLC | 3,445 | $167.4K | 0.01% | +117+3.5% | Added |
| Allworth Financial LP | 3,327 | $162.0K | 0.00% | +78+2.4% | Added |
| Deseret Mutual Benefit Administrators | 3,242 | $158.0K | 0.04% | +3,242 | New |
| Liberty Wealth Management LLC | 3,199 | $155.0K | 0.06% | +1,667+108.8% | Added |
| Carolinas Wealth Consulting LLC | 2,982 | $145.0K | 0.03% | −729−19.6% | Reduced |
| First Horizon Advisors, Inc. | 3,003 | $145.0K | 0.01% | +2,358+365.6% | Added |
| Sonora Investment Management, LLC | 2,967 | $144.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,932 | $142.0K | 0.04% | −109−3.6% | Reduced |
| Duncker Streett & Co Inc | 2,895 | $141.0K | 0.03% | +145+5.3% | Added |
| Security National Trust Co | 2,872 | $139.0K | 0.03% | −455−13.7% | Reduced |
| AllSquare Wealth Management LLC | 2,843 | $138.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,844 | $138.0K | 0.00% | +651+29.7% | Added |
| Rockbridge Investment Management, LCC | 2,798 | $136.0K | 0.02% | +632+29.2% | Added |
| Lindbrook Capital, LLC | 2,769 | $135.0K | 0.03% | −1,000−26.5% | Reduced |
| Islay Capital Management, LLC | 2,746 | $133.0K | 0.11% | +2,746 | New |
| Accel Wealth Management | 2,692 | $131.0K | 0.09% | +2+0.1% | Added |
| Ironwood Wealth Management, LLC. | 2,631 | $128.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,603 | $127.0K | 0.03% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,560 | $124.0K | 0.01% | −561−18.0% | Reduced |
| Oakworth Capital, Inc. | 2,545 | $124.0K | 0.01% | −96−3.6% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $123.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 2,484 | $120.0K | 0.04% | −58−2.3% | Reduced |
| Seeyond | 2,465 | $119.0K | 0.01% | +11+0.4% | Added |
| Clear Perspectives Financial Planning, LLC | 2,442 | $119.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 2,435 | $118.0K | 0.04% | +134+5.8% | Added |
| Sutton Wealth Advisors Inc. | 2,421 | $117.7K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,407 | $117.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2,742 | $116.0K | 0.01% | −2,742−50.0% | Reduced |
| Zions Bancorporation, N.A. | 2,389 | $116.0K | 0.01% | +11+0.5% | Added |
| Gables Capital Management Inc. | 2,350 | $114.0K | 0.08% | −1,272−35.1% | Reduced |
| CKW Financial Group | 2,250 | $110.0K | 0.02% | −100−4.3% | Reduced |
| Concord Wealth Partners | 2,252 | $109.0K | 0.03% | −253−10.1% | Reduced |
| Massmutual Trust Co FSB | 2,239 | $109.0K | 0.00% | +1,234+122.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,155 | $105.0K | 0.06% | +250+13.1% | Added |
| Northern Oak Wealth Management Inc | 2,150 | $104.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,100 | $102.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,050 | $100.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,040 | $99.0K | 0.01% | −171−7.7% | Reduced |
| Barnett & Company, Inc. | 2,000 | $97.0K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $97.0K | 0.06% | +750+60.0% | Added |
| Clean Yield Group | 1,997 | $97.0K | 0.04% | +1,997 | New |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $96.0K | 0.00% | −300−13.2% | Reduced |
| M&R Capital Management Inc | 1,975 | $95.0K | 0.02% | −350−15.1% | Reduced |
| Hudock, Inc. | 1,965 | $95.0K | 0.03% | +4+0.2% | Added |
| Evermay Wealth Management LLC | 1,957 | $95.0K | 0.02% | +1,957 | New |
| Horan Securities, Inc. | 1,933 | $94.0K | 0.07% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,884 | $91.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,876 | $91.0K | 0.01% | −52−2.7% | Reduced |
| Crewe Advisors LLC | 1,869 | $91.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,850 | $90.0K | 0.05% | −170−8.4% | Reduced |
| Filbrandt Wealth Management, LLC | 1,860 | $90.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,835 | $89.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,830 | $89.0K | 0.00% | +1,830 | New |
| Graves-Light Private Wealth Management, Inc. | 1,814 | $88.0K | 0.01% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,766 | $88.0K | 0.07% | +1,766 | New |
| Highlander Capital Management, LLC | 1,800 | $87.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,755 | $85.0K | 0.02% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,732 | $84.0K | 0.04% | −23−1.3% | Reduced |
| MV Capital Management, Inc. | 1,713 | $83.0K | 0.01% | +92+5.7% | Added |
| Acima Private Wealth, LLC | 1,669 | $81.0K | 0.04% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,656 | $81.0K | 0.05% | +1,656 | New |
| TCI Wealth Advisors, Inc. | 1,637 | $80.0K | 0.01% | +61+3.9% | Added |
| JFS Wealth Advisors, LLC | 1,654 | $80.0K | 0.01% | +367+28.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $80.0K | 0.01% | +1,645 | New |
| Sterling Investment Advisors, Ltd. | 1,600 | $78.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,598 | $78.0K | 0.02% | +171+12.0% | Added |
| Parisi Gray Wealth Management | 1,605 | $78.0K | 0.03% | +1,605 | New |
| Denali Advisors LLC | 1,500 | $73.0K | 0.03% | +1,500 | New |
| State of Wyoming | 1,504 | $73.0K | 0.05% | +1,504 | New |
| Bellevue Asset Management, LLC | 1,432 | $70.0K | 0.04% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,411 | $70.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,427 | $69.0K | 0.01% | −95−6.2% | Reduced |
| Freedman Financial Associates, Inc. | 1,430 | $69.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,407 | $68.0K | 0.03% | +4+0.3% | Added |
| Hantz Financial Services, Inc. | 1,378 | $67.0K | 0.00% | −145−9.5% | Reduced |
| Key Financial Inc | 1,216 | $67.0K | 0.04% | +90+8.0% | Added |
| Better Money Decisions, LLC | 1,368 | $66.0K | 0.06% | −123−8.2% | Reduced |
| Old North State Trust, LLC | 1,339 | $65.0K | 0.05% | −100−6.9% | Reduced |
| Sargent Bickham Lagudis LLC | 1,324 | $64.0K | 0.01% | −15−1.1% | Reduced |
| American Research & Management Co. | 1,325 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,305 | $63.0K | 0.02% | −3,055−70.1% | Reduced |
| Hexagon Capital Partners LLC | 1,287 | $63.0K | 0.02% | −280−17.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,302 | $63.0K | 0.04% | −14−1.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,291 | $63.0K | 0.00% | +295+29.6% | Added |
| Hanson & Doremus Investment Management | 2,030 | $62.0K | 0.02% | −45−2.2% | Reduced |
| Twin Tree Management, LP | 1,177 | $57.0K | 0.00% | +1,177 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,150 | $56.0K | 0.02% | +1,000+666.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,160 | $56.0K | 0.02% | +1,160 | New |
| CVA Family Office, LLC | 1,122 | $55.0K | 0.02% | +542+93.4% | Added |
| Aspire Private Capital, LLC | 1,119 | $54.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,096 | $53.0K | 0.01% | −27−2.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,085 | $53.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,092 | $53.0K | 0.02% | +1,092 | New |
| Gemmer Asset Management LLC | 1,057 | $51.0K | 0.01% | +11+1.1% | Added |
| Firestone Capital Management | 1,050 | $51.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,052 | $51.0K | 0.01% | +1,052 | New |
| Arcadia Investment Management Corp | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |