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 |
|---|---|---|---|---|---|
| Van Leeuwen & Company, LLC | 22,601 | $1.10M | 0.65% | +22,601 | New |
| Bessemer Group Inc | 21,901 | $1.06M | 0.00% | +55+0.3% | Added |
| Roberts Glore & Co Inc | 21,689 | $1.05M | 0.32% | −785−3.5% | Reduced |
| Rossmore Private Capital | 21,635 | $1.05M | 0.18% | +539+2.6% | Added |
| AdvisorNet Financial, Inc | 21,518 | $1.05M | 0.07% | +185+0.9% | Added |
| Financial Counselors Inc | 21,407 | $1.04M | 0.02% | −5,281−19.8% | Reduced |
| Investment Management of Virginia LLC | 21,382 | $1.04M | 0.20% | +14+0.1% | Added |
| Wilen Investment Management Corp. | 21,524 | $1.04M | 0.89% | 00.0% | Unchanged |
| USS Investment Management Ltd | 21,359 | $1.04M | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 21,291 | $1.03M | 0.09% | +197+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,261 | $1.03M | 0.11% | −525−2.4% | Reduced |
| AE Wealth Management LLC | 21,051 | $1.02M | 0.01% | +1,556+8.0% | Added |
| Sequoia Financial Advisors, LLC | 20,909 | $1.02M | 0.04% | +823+4.1% | Added |
| MAI Capital Management | 20,864 | $1.01M | 0.02% | +870+4.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $1.01M | 0.03% | −1,451−6.6% | Reduced |
| Aureus Asset Management, LLC | 20,725 | $1.01M | 0.06% | +20,725 | New |
| Burns J W & Co Inc | 20,481 | $995.0K | 0.16% | −2,910−12.4% | Reduced |
| Lipe & Dalton | 20,447 | $994.0K | 0.52% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,346 | $988.0K | 0.12% | −10,451−33.9% | Reduced |
| BP PLC | 20,325 | $987.0K | 0.04% | −7,909−28.0% | Reduced |
| Abbrea Capital, LLC | 20,251 | $987.0K | 0.15% | −50−0.2% | Reduced |
| Selway Asset Management | 20,315 | $987.0K | 0.53% | +2,155+11.9% | Added |
| Choate Investment Advisors | 20,286 | $985.0K | 0.06% | −2,107−9.4% | Reduced |
| Johnson Investment Counsel Inc | 20,105 | $980.0K | 0.01% | +537+2.7% | Added |
| Seelaus Asset Management LLC | 20,095 | $977.0K | 0.57% | +15+0.1% | Added |
| Wendell David Associates Inc | 20,040 | $974.0K | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,036 | $973.5K | 0.01% | −2,313−10.3% | Reduced |
| Resources Management Corp | 19,878 | $966.0K | 0.14% | −650−3.2% | Reduced |
| Graypoint LLC | 19,885 | $966.0K | 0.13% | +141+0.7% | Added |
| Warther Private Wealth, LLC | 19,804 | $965.0K | 0.94% | +19,804 | New |
| Sandy Spring Bank | 19,783 | $961.0K | 0.05% | −6,176−23.8% | Reduced |
| Busey Wealth Management | 19,681 | $957.0K | 0.04% | +68+0.3% | Added |
| Everence Capital Management Inc | 19,460 | $946.0K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 19,339 | $939.9K | 0.12% | +2,142+12.5% | Added |
| Advisors Asset Management, Inc. | 19,305 | $938.0K | 0.01% | −12,483−39.3% | Reduced |
| Bridges Investment Management Inc | 19,293 | $937.0K | 0.03% | −150−0.8% | Reduced |
| Sowell Financial Services LLC | 19,256 | $936.0K | 0.06% | −2,016−9.5% | Reduced |
| Brown Advisory Securities, LLC | 19,246 | $935.0K | 0.15% | −745−3.7% | Reduced |
| Webster Bank, N. A. | 19,181 | $932.0K | 0.10% | −5,893−23.5% | Reduced |
| American Portfolios Advisors | 19,146 | $930.5K | 0.04% | −1,987−9.4% | Reduced |
| Patten & Patten Inc | 19,036 | $925.0K | 0.07% | −2,340−10.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $923.0K | 0.19% | 00.0% | Unchanged |
| JustInvest LLC | 18,930 | $920.0K | 0.10% | +8,809+87.0% | Added |
| Washington Trust Co | 18,767 | $912.0K | 0.03% | +2,798+17.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,601 | $904.0K | 0.23% | −24,773−57.1% | Reduced |
| Donaldson Capital Management, LLC | 18,591 | $904.0K | 0.05% | +4,935+36.1% | Added |
| Shelton Capital Management | 18,584 | $903.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 18,529 | $900.0K | 0.07% | −520−2.7% | Reduced |
| Estabrook Capital Management | 18,511 | $899.6K | 0.14% | +848+4.8% | Added |
| Triangle Securities Wealth Management | 18,442 | $896.0K | 0.30% | −4,150−18.4% | Reduced |
| Trust Co of Toledo NA | 18,402 | $894.0K | 0.15% | −10,715−36.8% | Reduced |
| Boothbay Fund Management, LLC | 18,281 | $888.0K | 0.04% | +4,999+37.6% | Added |
| Penobscot Investment Management Company, Inc. | 17,939 | $872.0K | 0.13% | +2,840+18.8% | Added |
| Redpoint Investment Management Pty Ltd | 17,868 | $868.0K | 0.07% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,817 | $865.0K | 0.06% | +1,301+7.9% | Added |
| Vestcor Inc | 17,754 | $863.0K | 0.03% | −1,315−6.9% | Reduced |
| TRUE Private Wealth Advisors | 17,702 | $862.0K | 0.13% | −1,948−9.9% | Reduced |
| Curated Wealth Partners LLC | 17,652 | $858.0K | 0.47% | +323+1.9% | Added |
| Pinnacle Associates Ltd | 17,605 | $856.0K | 0.02% | −466−2.6% | Reduced |
| Vontobel Holding Ltd. | 17,540 | $855.0K | 0.01% | −522−2.9% | Reduced |
| Atlantic Union Bankshares Corp | 17,564 | $854.0K | 0.08% | −244−1.4% | Reduced |
| Miller Investment Management, LP | 17,500 | $851.0K | 0.15% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 17,421 | $847.0K | 0.17% | +4,907+39.2% | Added |
| Bragg Financial Advisors, Inc | 17,155 | $834.0K | 0.05% | −965−5.3% | Reduced |
| Rafferty Asset Management, LLC | 17,070 | $830.0K | 0.01% | +2,952+20.9% | Added |
| Cutler Group LP | 17,000 | $826.0K | 0.06% | +9,996+142.7% | Added |
| L2 Asset Management, LLC | 16,924 | $822.0K | 0.77% | −550−3.1% | Reduced |
| Merit Financial Group, LLC | 16,724 | $813.0K | 0.08% | 00.0% | Unchanged |
| David Loasby | 16,679 | $811.0K | 0.11% | +34+0.2% | Added |
| Montag A & Associates Inc | 16,615 | $807.0K | 0.04% | −110−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,574 | $805.0K | 0.04% | +9,831+145.8% | Added |
| Foster & Motley Inc | 16,454 | $800.0K | 0.07% | −317−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 16,451 | $800.0K | 0.03% | +795+5.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 16,413 | $798.0K | 0.11% | +200+1.2% | Added |
| HighPoint Advisor Group LLC | 16,400 | $797.0K | 0.08% | +1,037+6.7% | Added |
| EagleClaw Capital Managment, LLC | 16,350 | $795.0K | 0.21% | +5,150+46.0% | Added |
| Groesbeck Investment Management Corp | 16,296 | $792.0K | 1.01% | +2,060+14.5% | Added |
| Transform Wealth, LLC | 16,301 | $792.0K | 0.10% | +2,338+16.7% | Added |
| Fieldpoint Private Securities, LLC | 13,932 | $789.0K | 0.17% | +13,684+5,517.7% | Added |
| Jane Street Group, LLC | 16,161 | $786.0K | 0.00% | −46,432−74.2% | Reduced |
| Westhampton Capital, LLC | 16,037 | $779.0K | 0.51% | −100−0.6% | Reduced |
| Capital City Trust Co | 15,789 | $767.0K | 0.23% | −784−4.7% | Reduced |
| Valley Brook Capital Group | 15,759 | $765.0K | 0.73% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 15,661 | $761.0K | 0.04% | −570−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 15,659 | $761.0K | 0.31% | +1,799+13.0% | Added |
| River Wealth Advisors LLC | 15,620 | $759.0K | 0.13% | +241+1.6% | Added |
| Parallel Advisors, LLC | 15,548 | $756.0K | 0.03% | +1,747+12.7% | Added |
| Colony Group LLC | 15,498 | $753.0K | 0.01% | −45,160−74.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $753.0K | 0.16% | +15,500 | New |
| Boenning & Scattergood, Inc. | 15,448 | $751.0K | 0.13% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 15,360 | $746.0K | 0.06% | −13,480−46.7% | Reduced |
| Frontier Wealth Management LLC | 15,336 | $745.0K | 0.05% | −254−1.6% | Reduced |
| Home Federal Bank of Tennessee | 15,264 | $742.0K | 0.27% | +1,500+10.9% | Added |
| Columbia Asset Management | 15,123 | $735.0K | 0.16% | −8,385−35.7% | Reduced |
| Baldwin Investment Management, LLC | 15,067 | $732.0K | 0.12% | −634−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 15,063 | $732.0K | 0.15% | +15,063 | New |
| South State Corp. | 14,973 | $728.0K | 0.06% | −3,082−17.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,876 | $723.0K | 0.08% | −695−4.5% | Reduced |
| Wellington Management Group LLP | 14,791 | $719.0K | 0.00% | −1,846−11.1% | Reduced |
| Compton Capital Management Inc | 14,794 | $719.0K | 0.21% | +30+0.2% | Added |