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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 40,438 | $1.97M | 0.01% | −90,652−69.2% | Reduced |
| Gofen & Glossberg LLC | 40,054 | $1.95M | 0.05% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 40,000 | $1.95M | 0.28% | +40,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.94M | 0.54% | 00.0% | Unchanged |
| York Capital Management Global Advisors, LLC | 39,859 | $1.94M | 0.22% | +39,859 | New |
| Benjamin F. Edwards & Company, Inc. | 39,285 | $1.91M | 0.10% | +37,804+2,552.6% | Added |
| MD Financial Management Inc. | 38,617 | $1.88M | 0.05% | +38,617 | New |
| Moors & Cabot, Inc. | 38,467 | $1.87M | 0.13% | +2,776+7.8% | Added |
| Cetera Advisor Networks LLC | 37,293 | $1.81M | 0.03% | +7,348+24.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,095 | $1.80M | 0.03% | +52+0.1% | Added |
| Birch Hill Investment Advisors LLC | 37,036 | $1.80M | 0.10% | −491−1.3% | Reduced |
| Boston Private Wealth LLC | 36,640 | $1.78M | 0.02% | +1,797+5.2% | Added |
| Headinvest, LLC | 36,507 | $1.77M | 0.34% | +1,282+3.6% | Added |
| Shikiar Asset Management Inc | 36,500 | $1.77M | 0.50% | +36,500 | New |
| Poehling Capital Management, LLC | 35,971 | $1.75M | 0.56% | +1,259+3.6% | Added |
| Pacific Global Investment Management CO | 35,913 | $1.75M | 0.35% | −140.0% | Reduced |
| Beacon Pointe Advisors, LLC | 35,911 | $1.75M | 0.06% | +27,978+352.7% | Added |
| Shell Asset Management Co | 35,739 | $1.74M | 0.03% | −7,300−17.0% | Reduced |
| Syntal Capital Partners, LLC | 35,652 | $1.74M | 0.61% | −3,346−8.6% | Reduced |
| Pinebridge Investments, L.P. | 35,587 | $1.73M | 0.02% | −34,117−48.9% | Reduced |
| Proequities, Inc. | 35,424 | $1.73M | 0.11% | +2,080+6.2% | Added |
| Madison Avenue Partners, LP | 35,459 | $1.72M | 0.51% | −460,000−92.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 35,296 | $1.72M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 35,083 | $1.71M | 0.00% | +50+0.1% | Added |
| Whittier Trust Co | 35,045 | $1.70M | 0.03% | −9,999−22.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 34,330 | $1.67M | 0.42% | −20.0% | Reduced |
| Panagora Asset Management Inc | 34,248 | $1.66M | 0.01% | +6,146+21.9% | Added |
| City Holding Co | 33,737 | $1.64M | 0.29% | −2,124−5.9% | Reduced |
| Sawgrass Asset Management LLC | 33,596 | $1.63M | 0.14% | +495+1.5% | Added |
| Leverage Partners Absolute Return Fund SPC | 33,007 | $1.60M | 1.11% | −493−1.5% | Reduced |
| Vident Investment Advisory, LLC | 32,922 | $1.60M | 0.05% | +18,785+132.9% | Added |
| Fulcrum Asset Management LLP | – | $1.60M | 0.67% | – | – |
| E. Ohman J:or Asset Management AB | 32,800 | $1.59M | 0.05% | −7,700−19.0% | Reduced |
| Blue Square Asset Management, LLC | 32,449 | $1.58M | 0.97% | +1,822+5.9% | Added |
| Zurich Insurance Group Ltd | 32,200 | $1.56M | 0.02% | +32,200 | New |
| Ethic Inc. | 32,018 | $1.56M | 0.19% | +10,812+51.0% | Added |
| Cetera Investment Advisers | 31,968 | $1.55M | 0.02% | +3,661+12.9% | Added |
| Whittier Trust Co of Nevada Inc | 31,879 | $1.55M | 0.06% | −3,200−9.1% | Reduced |
| Breiter Capital Management Inc | 31,735 | $1.54M | 0.83% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 31,398 | $1.53M | 0.29% | +250+0.8% | Added |
| Veracity Capital LLC | 31,388 | $1.52M | 0.36% | −1,004−3.1% | Reduced |
| Palladium Partners LLC | 31,343 | $1.52M | 0.07% | −1,329−4.1% | Reduced |
| Ieq Capital, LLC | 31,268 | $1.52M | 0.04% | +3,790+13.8% | Added |
| Lazard Freres Gestion S.A.S. | 37,043 | $1.52M | 0.05% | −2,223−5.7% | Reduced |
| FineMark National Bank & Trust | 31,176 | $1.51M | 0.06% | +257+0.8% | Added |
| Citizens Business Bank | 30,924 | $1.50M | 0.20% | +710+2.3% | Added |
| Central Trust Co | 30,575 | $1.49M | 0.05% | −185−0.6% | Reduced |
| South Dakota Investment Council | 30,459 | $1.48M | 0.03% | −3,020−9.0% | Reduced |
| Savant Capital, LLC | 30,379 | $1.48M | 0.06% | +1,398+4.8% | Added |
| Fishman Jay A Ltd | 30,267 | $1.47M | 0.18% | −2,816−8.5% | Reduced |
| Financial Advocates Investment Management | 30,210 | $1.47M | 0.10% | −4,364−12.6% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.46M | 0.07% | +689+2.7% | Added |
| Acadian Asset Management LLC | 29,883 | $1.45M | 0.01% | −3,264−9.8% | Reduced |
| KCM Investment Advisors LLC | 29,817 | $1.45M | 0.06% | +6,591+28.4% | Added |
| Delta Financial Advisors LLC | 29,098 | $1.41M | 0.62% | +29,098 | New |
| Cetera Advisors LLC | 28,785 | $1.40M | 0.03% | +1,217+4.4% | Added |
| Regentatlantic Capital LLC | 28,598 | $1.39M | 0.04% | −121−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 28,328 | $1.38M | 0.11% | −50.0% | Reduced |
| Crestwood Advisors Group LLC | 27,967 | $1.36M | 0.04% | −5,526−16.5% | Reduced |
| Montecito Bank & Trust | 27,955 | $1.36M | 0.26% | +495+1.8% | Added |
| National Asset Management, Inc. | 28,374 | $1.35M | 0.04% | +3,230+12.8% | Added |
| Waters Parkerson & Co., LLC | 27,733 | $1.35M | 0.08% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 27,704 | $1.35M | 0.01% | −3,655−11.7% | Reduced |
| Dowling & Yahnke LLC | 27,103 | $1.32M | 0.08% | −102−0.4% | Reduced |
| Principle Wealth Partners LLC | 26,977 | $1.31M | 0.15% | −482−1.8% | Reduced |
| Inscription Capital, LLC | 26,977 | $1.31M | 0.15% | +26,977 | New |
| Simplex Trading, LLC | 26,755 | $1.30M | 0.05% | +18,441+221.8% | Added |
| Los Angeles Capital Management LLC | 26,632 | $1.29M | 0.01% | −283,453−91.4% | Reduced |
| Sigma Planning Corp | 26,389 | $1.28M | 0.04% | +9,821+59.3% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.26M | 0.17% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 25,879 | $1.26M | 0.31% | −24−0.1% | Reduced |
| Ellis Investment Partners, LLC | 25,859 | $1.26M | 0.32% | +145+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 25,798 | $1.25M | 0.00% | +1,884+7.9% | Added |
| Cigna Investments Inc | 25,765 | $1.25M | 0.09% | −3,851−13.0% | Reduced |
| Essex Financial Services, Inc. | 29,363 | $1.24M | 0.18% | 00.0% | Unchanged |
| Lavaca Capital LLC | 25,507 | $1.24M | 0.64% | +25,507 | New |
| Salem Investment Counselors Inc | 25,467 | $1.24M | 0.07% | −750−2.9% | Reduced |
| Courier Capital LLC | 25,419 | $1.24M | 0.12% | −1,333−5.0% | Reduced |
| First Manhattan Co | 25,371 | $1.23M | 0.00% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.22M | 0.30% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 25,086 | $1.22M | 0.58% | +1,057+4.4% | Added |
| Allstate Corp | 25,018 | $1.22M | 0.04% | −2,326−8.5% | Reduced |
| Southport Management, L.L.C. | 25,000 | $1.22M | 4.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 24,903 | $1.21M | 0.01% | +316+1.3% | Added |
| IBM Retirement Fund | 24,530 | $1.19M | 0.09% | −5,121−17.3% | Reduced |
| Wedbush Securities Inc | 24,420 | $1.19M | 0.06% | −7,402−23.3% | Reduced |
| Advisory Services Network, LLC | 24,028 | $1.17M | 0.04% | +4,653+24.0% | Added |
| Tower Bridge Advisors | 23,867 | $1.16M | 0.08% | −875−3.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 23,793 | $1.16M | 0.15% | −350−1.4% | Reduced |
| New England Research & Management, Inc. | 23,525 | $1.14M | 0.59% | −17,700−42.9% | Reduced |
| World Asset Management Inc | 23,512 | $1.14M | 0.10% | −89−0.4% | Reduced |
| Benjamin Edwards Inc | 23,454 | $1.14M | 0.78% | +23,454 | New |
| International Assets Investment Management, LLC | 44,932 | $1.14M | 0.21% | +824+1.9% | Added |
| NorthCoast Asset Management LLC | 23,218 | $1.13M | 0.04% | +13,310+134.3% | Added |
| Phoenix Holdings Ltd. | 23,136 | $1.13M | 0.02% | +23,136 | New |
| CWM, LLC | 22,959 | $1.12M | 0.01% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 22,947 | $1.11M | 0.60% | +560+2.5% | Added |
| Avantax Advisory Services, Inc. | 22,980 | $1.11M | 0.02% | +2,398+11.7% | Added |
| Garrison Point Advisors, LLC | 22,785 | $1.11M | 0.80% | +778+3.5% | Added |
| Bollard Group LLC | 22,700 | $1.10M | 0.03% | +100.0% | Added |