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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 187,300 | $9.10M | 0.03% | −38,200−16.9% | Reduced |
| Fayez Sarofim & Co | 186,050 | $9.04M | 0.03% | −10,757−5.5% | Reduced |
| Peapack Gladstone Financial Corp | 185,603 | $9.02M | 0.22% | +12,276+7.1% | Added |
| Andra AP-fonden | 185,500 | $9.02M | 0.18% | −43,000−18.8% | Reduced |
| Credit Agricole S A | 178,815 | $8.69M | 0.29% | +2,055+1.2% | Added |
| Davenport & Co LLC | 169,676 | $8.25M | 0.06% | +11,109+7.0% | Added |
| Schonfeld Strategic Advisors LLC | 169,286 | $8.23M | 0.09% | −98,114−36.7% | Reduced |
| Worldquant Millennium Advisors LLC | 168,363 | $8.18M | 0.18% | +91,890+120.2% | Added |
| Utah Retirement Systems | 165,604 | $8.05M | 0.10% | −1,000−0.6% | Reduced |
| Churchill Management Corp | 163,395 | $7.94M | 0.12% | +163,395 | New |
| Gulf International Bank (UK) Ltd | 160,330 | $7.79M | 0.10% | +380.0% | Added |
| Osborne Partners Capital Management, LLC | 158,201 | $7.69M | 0.63% | +2,146+1.4% | Added |
| Cutler Investment Counsel LLC | 157,775 | $7.67M | 1.20% | +638+0.4% | Added |
| Meyer Handelman Co | 157,625 | $7.66M | 0.30% | +700+0.4% | Added |
| CIBC Private Wealth Group, LLC | 156,754 | $7.62M | 0.02% | −4,390−2.7% | Reduced |
| British Columbia Investment Management Corp | 152,773 | $7.42M | 0.05% | +17,800+13.2% | Added |
| M. Kraus & Co | 147,334 | $7.16M | 2.58% | +430+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 125,160 | $7.14M | 0.27% | −19,035−13.2% | Reduced |
| Windward Capital Management Co | 146,238 | $7.11M | 0.66% | −300−0.2% | Reduced |
| Martin Investment Management, LLC | 146,053 | $7.10M | 1.83% | +1,455+1.0% | Added |
| Kanawha Capital Management LLC | 145,971 | $7.09M | 0.65% | +6,559+4.7% | Added |
| Fiduciary Trust Co | 144,727 | $7.03M | 0.14% | −1,589−1.1% | Reduced |
| Creative Planning | 144,454 | $7.02M | 0.01% | +1,814+1.3% | Added |
| Synovus Financial Corp | 143,247 | $6.97M | 0.07% | −6,747−4.5% | Reduced |
| Capital International Sarl | 143,122 | $6.96M | 0.60% | +4,161+3.0% | Added |
| Janney Montgomery Scott LLC | 142,039 | $6.90M | 0.03% | +770+0.5% | Added |
| Comerica Securities,inc. | 141,300 | $6.88M | 0.52% | +141,300 | New |
| Calamos Wealth Management LLC | 138,672 | $6.74M | 0.52% | +117,870+566.6% | Added |
| Punch & Associates Investment Management, Inc. | 138,002 | $6.71M | 0.38% | +674+0.5% | Added |
| Texas Permanent School Fund | 135,704 | $6.59M | 0.08% | −741−0.5% | Reduced |
| MML Investors Services, LLC | 135,188 | $6.57M | 0.06% | +30,392+29.0% | Added |
| Gamco Investors, Inc. Et Al | 133,895 | $6.51M | 0.06% | −1,200−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 132,728 | $6.45M | 0.04% | −8,490−6.0% | Reduced |
| Bradley Foster & Sargent Inc | 131,286 | $6.38M | 0.15% | −4,831−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 130,713 | $6.35M | 0.11% | −5,535−4.1% | Reduced |
| Private Advisor Group, LLC | 129,614 | $6.30M | 0.06% | +14,422+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,198 | $6.28M | 0.03% | +34,232+36.0% | Added |
| Neuberger Berman Group LLC | 133,239 | $6.26M | 0.01% | +75,355+130.2% | Added |
| Intrinsic Edge Capital Management LLC | 128,506 | $6.25M | 0.37% | 00.0% | Unchanged |
| Mackay Shields LLC | 128,392 | $6.24M | 0.06% | −73,891−36.5% | Reduced |
| Point72 Asset Management, L.P. | 123,900 | $6.02M | 0.03% | −7,257−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 120,372 | $6.02M | 0.08% | −40,848−25.3% | Reduced |
| D.A. Davidson & Co. | 122,544 | $5.96M | 0.07% | +161+0.1% | Added |
| Metropolitan Life Insurance Co | 119,059 | $5.79M | 0.08% | +2,035+1.7% | Added |
| Moody National Bank Trust Division | 117,905 | $5.73M | 0.12% | −194−0.2% | Reduced |
| Capital Management Corp | 117,432 | $5.71M | 1.21% | +16,655+16.5% | Added |
| ProShare Advisors LLC | 117,379 | $5.71M | 0.02% | +11,151+10.5% | Added |
| Dorsey Wright & Associates | 116,237 | $5.65M | 1.20% | +477+0.4% | Added |
| Myriad Asset Management Ltd. | 115,800 | $5.63M | 0.43% | +115,800 | New |
| Group One Trading, L.P. | 115,631 | $5.62M | 0.11% | +115,631 | New |
| Public Employees Retirement Association of Colorado | 113,665 | $5.52M | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 113,168 | $5.50M | 0.13% | −14,885−11.6% | Reduced |
| American National Insurance Co | 112,844 | $5.48M | 0.21% | −130−0.1% | Reduced |
| Tufton Capital Management | 112,725 | $5.48M | 0.90% | −2,276−2.0% | Reduced |
| TCW Group Inc | 112,385 | $5.46M | 0.05% | +112,385 | New |
| BBVA USA | 111,909 | $5.44M | 0.30% | +111,909 | New |
| Mariner, LLC | 111,620 | $5.42M | 0.03% | +66,738+148.7% | Added |
| GPM Growth Investors, Inc. | 111,380 | $5.41M | 2.85% | −2,537−2.2% | Reduced |
| Kestra Advisory Services, LLC | 110,914 | $5.39M | 0.06% | +27,334+32.7% | Added |
| Evoke Wealth, LLC | 109,781 | $5.34M | 0.20% | +4,435+4.2% | Added |
| Bahl & Gaynor Inc | 109,388 | $5.32M | 0.03% | −9,615−8.1% | Reduced |
| IFM Investors Pty Ltd | 108,521 | $5.27M | 0.11% | +15,347+16.5% | Added |
| Connecticut Wealth Management, LLC | 107,466 | $5.22M | 0.46% | −1,472−1.4% | Reduced |
| Mutual of America Capital Management LLC | 106,913 | $5.20M | 0.05% | +931+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 104,297 | $5.07M | 0.24% | −5,793−5.3% | Reduced |
| Walleye Trading LLC | 103,223 | $5.02M | 0.13% | +103,223 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 102,344 | $4.97M | 0.06% | +148+0.1% | Added |
| Morningstar Investment Services LLC | 101,456 | $4.94M | 0.06% | +6,106+6.4% | Added |
| Wesleyan Assurance Society | 101,500 | $4.93M | 0.62% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 99,059 | $4.81M | 0.64% | −247−0.2% | Reduced |
| Regions Financial Corp | 98,385 | $4.78M | 0.04% | +8,955+10.0% | Added |
| KBC Group NV | 97,380 | $4.73M | 0.02% | −12,726−11.6% | Reduced |
| Close Asset Management Ltd | 96,819 | $4.70M | 0.22% | −5,000−4.9% | Reduced |
| Huntington National Bank | 94,223 | $4.58M | 0.05% | +17,876+23.4% | Added |
| Huber Capital Management LLC | 94,200 | $4.58M | 1.17% | +91,700+3,668.0% | Added |
| CapWealth Advisors, LLC | 93,720 | $4.55M | 0.49% | +8,516+10.0% | Added |
| Westpac Banking Corp | 93,100 | $4.52M | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92,780 | $4.51M | 0.09% | +7,572+8.9% | Added |
| Farmers & Merchants Investments Inc | 90,968 | $4.42M | 0.20% | −2,654−2.8% | Reduced |
| Voloridge Investment Management, LLC | 90,630 | $4.41M | 0.03% | −166,657−64.8% | Reduced |
| Guggenheim Capital LLC | 89,566 | $4.35M | 0.03% | −4,293−4.6% | Reduced |
| Natixis Advisors, L.P. | 88,785 | $4.32M | 0.02% | +5,249+6.3% | Added |
| Family Capital Trust Co | 86,768 | $4.22M | 1.19% | +15,001+20.9% | Added |
| Ingalls & Snyder LLC | 86,610 | $4.21M | 0.19% | −707−0.8% | Reduced |
| Hartford Investment Management Co | 86,020 | $4.18M | 0.10% | −3,282−3.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 85,978 | $4.18M | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 85,486 | $4.17M | 0.06% | −69,296−44.8% | Reduced |
| Nissay Asset Management Corp | 85,333 | $4.15M | 0.04% | −13,345−13.5% | Reduced |
| L & S Advisors Inc | 84,399 | $4.10M | 0.44% | −11,633−12.1% | Reduced |
| Northwest Investment Counselors, LLC | 82,921 | $4.03M | 1.11% | −636−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 80,236 | $3.90M | 0.03% | −3,540−4.2% | Reduced |
| Schroder Investment Management Group | 80,017 | $3.89M | 0.00% | +5,545+7.4% | Added |
| Cohen Klingenstein LLC | 79,608 | $3.87M | 0.17% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 79,250 | $3.85M | 0.16% | +26,430+50.0% | Added |
| Lazard Asset Management LLC | 78,973 | $3.84M | 0.00% | +13,242+20.1% | Added |
| Clearbridge Investments, LLC | 78,387 | $3.81M | 0.00% | −317−0.4% | Reduced |
| GAM Holding AG | 78,374 | $3.81M | 0.17% | −239−0.3% | Reduced |
| Gabelli Funds LLC | 76,500 | $3.72M | 0.02% | +9,000+13.3% | Added |
| Hohimer Wealth Management, LLC | 74,779 | $3.63M | 0.74% | +9,160+14.0% | Added |
| Bridgeway Capital Management, LLC | 74,050 | $3.60M | 0.06% | 00.0% | Unchanged |