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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 91 | $5.00K | 0.00% | −47−34.1% | Reduced |
| Trust Co | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 83 | $4.00K | 0.00% | +83 | New |
| Cordant, Inc. | 88 | $4.00K | 0.00% | +88 | New |
| Global Financial Private Client, LLC | 74 | $3.61K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 72 | $3.00K | 0.00% | +7+10.8% | Added |
| Column Capital Advisors, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 46 | $2.25K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 38 | $2.00K | 0.01% | −10,500−99.6% | Reduced |
| Savior LLC | 41 | $2.00K | 0.00% | −25−37.9% | Reduced |
| TD Capital Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $2.00K | 0.00% | +10+26.3% | Added |
| Winch Advisory Services, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Paragon Wealth Strategies, LLC | 50 | $2.00K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 21 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $1.00K | 0.00% | −601−97.2% | Reduced |
| HBC Financial Services, PLLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24,986 | $514 | 0.02% | +24,473+4,770.6% | Added |
| WestEnd Advisors, LLC | – | $145 | 0.00% | – | New |
| Investors Research Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $0 | 0.00% | +10 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,667 | – | – | +557+5.5% | Added |
| Sofos Investments, Inc. | 8 | – | – | +8 | New |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −10,374,000−100.0% | Sold out |
| Theleme Partners LLP | 0 | $0 | 0.00% | −2,892,396−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,698,870−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,426,453−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −1,243,757−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −481,250−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −342,117−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −290,468−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −265,455−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −161,921−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −153,854−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −99,650−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −88,490−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −58,927−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −57,478−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −54,629−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −48,044−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −44,051−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −45,260−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −29,966−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −29,592−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| Intercontinental Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,635−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −23,506−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,602−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −20,114−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,199−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −16,944−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −15,431−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −11,106−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,647−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −8,161−100.0% | Sold out |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −7,740−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −7,494−100.0% | Sold out |
| Princeton Portfolio Strategies Group LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −5,494−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |