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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 979 | $48.0K | 0.01% | −46−4.5% | Reduced |
| Truehand, Inc | 950 | $46.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 920 | $45.0K | 0.02% | −170−15.6% | Reduced |
| West Branch Capital LLC | 909 | $44.0K | 0.02% | +909 | New |
| Ford Financial Group, LLC | 888 | $43.0K | 0.02% | +888 | New |
| True Link Financial Advisors, LLC | 847 | $41.0K | 0.01% | +62+7.9% | Added |
| Plante Moran Financial Advisors, LLC | 838 | $41.0K | 0.01% | +400+91.3% | Added |
| First Personal Financial Services | 830 | $40.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 816 | $40.0K | 0.00% | +1+0.1% | Added |
| Lenox Wealth Advisors, LLC | 794 | $39.0K | 0.00% | −572−41.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $39.0K | 0.00% | −480−37.5% | Reduced |
| Old Second National Bank of Aurora | 800 | $39.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 798 | $39.0K | 0.03% | +798 | New |
| Van Eck Associates Corp | 780 | $38.0K | 0.00% | −75,632−99.0% | Reduced |
| JNBA Financial Advisors | 776 | $38.0K | 0.01% | +25+3.3% | Added |
| Ironwood Financial, llc | 771 | $37.0K | 0.01% | 00.0% | Unchanged |
| Motco | 732 | $36.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 740 | $36.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $35.2K | 0.00% | +700+2,800.0% | Added |
| CNB Bank | 713 | $35.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 715 | $35.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 702 | $34.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 701 | $34.1K | 0.01% | +120+20.7% | Added |
| Baldwin Brothers Inc | 714 | $34.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 677 | $33.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 683 | $33.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 660 | $32.0K | 0.02% | −177−21.1% | Reduced |
| Prestige Wealth Management Group LLC | 649 | $32.0K | 0.01% | −48−6.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 663 | $32.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 674 | $32.0K | 0.01% | +154+29.6% | Added |
| Simon Quick Advisors, LLC | 653 | $31.0K | 0.01% | +2+0.3% | Added |
| Bedel Financial Consulting, Inc. | 625 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 614 | $30.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 614 | $30.0K | 0.01% | +65+11.8% | Added |
| Fred Alger Management, LLC | 591 | $29.0K | 0.00% | −527−47.1% | Reduced |
| Ade, LLC | 593 | $29.0K | 0.03% | −52−8.1% | Reduced |
| Financial Insights, Inc. | 581 | $28.2K | 0.02% | +581 | New |
| San Francisco Sentry Investment Group (Ca) | 565 | $27.0K | 0.01% | −100−15.0% | Reduced |
| Costello Asset Management, INC | 525 | $26.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 508 | $25.0K | 0.00% | −89,532−99.4% | Reduced |
| Front Row Advisors LLC | 448 | $25.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 468 | $23.0K | 0.01% | +111+31.1% | Added |
| Sound Income Strategies, LLC | 455 | $22.0K | 0.00% | −797−63.7% | Reduced |
| MCF Advisors LLC | 456 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $22.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 458 | $22.0K | 0.00% | +25+5.8% | Added |
| Leonteq Securities AG | 441 | $21.4K | 0.00% | −600−57.6% | Reduced |
| Endurance Wealth Management, Inc. | 461 | $21.0K | 0.00% | −58−11.2% | Reduced |
| Summit Wealth Group, LLC | 441 | $21.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 413 | $20.1K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 412 | $20.0K | 0.04% | +2+0.5% | Added |
| AlphaMark Advisors, LLC | 405 | $20.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 411 | $20.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 403 | $20.0K | 0.00% | +403 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 409 | $19.9K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 388 | $19.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 382 | $19.0K | 0.00% | +1+0.3% | Added |
| Holloway Wealth Management, LLC | – | $19.0K | 0.01% | – | New |
| Financial Perspectives, Inc | 390 | $19.0K | 0.01% | −16,076−97.6% | Reduced |
| Sittner & Nelson, LLC | 371 | $18.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 361 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 343 | $17.0K | 0.01% | −513−59.9% | Reduced |
| Tortoise Investment Management, LLC | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 349 | $17.0K | 0.00% | +1+0.3% | Added |
| Twin Lakes Capital Management, LLC | 345 | $17.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 353 | $17.0K | 0.01% | +111+45.9% | Added |
| HHM Wealth Advisors, LLC | 336 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 320 | $16.0K | 0.00% | +251+363.8% | Added |
| Private Ocean, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 313 | $15.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 312 | $15.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 286 | $14.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 288 | $14.0K | 0.01% | +288 | New |
| Counterpoint Mutual Funds LLC | 277 | $13.0K | 0.01% | +277 | New |
| Perkins Coie Trust Co | 239 | $12.0K | 0.00% | −872−78.5% | Reduced |
| Pin Oak Investment Advisors Inc | 257 | $12.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 227 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 217 | $11.0K | 0.01% | +217 | New |
| First PREMIER Bank | 200 | $10.0K | 0.00% | −140−41.2% | Reduced |
| Essex Investment Management Co LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 201 | $10.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 181 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 187 | $9.00K | 0.00% | +35+23.0% | Added |
| Horrell Capital Management, Inc. | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 168 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 165 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 135 | $7.00K | 0.00% | +19+16.4% | Added |
| Creative Financial Designs Inc | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 128 | $6.00K | 0.00% | 00.0% | Unchanged |