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 |
|---|---|---|---|---|---|
| First National Trust Co | 9,974 | $484.0K | 0.03% | −2,019−16.8% | Reduced |
| Verdence Capital Advisors LLC | 9,895 | $481.0K | 0.07% | +9,895 | New |
| B. Riley Wealth Management, Inc. | 9,876 | $480.0K | 0.05% | +1,371+16.1% | Added |
| Vestmark Advisory Solutions, Inc. | 9,732 | $473.0K | 0.03% | −4,373−31.0% | Reduced |
| Coastal Investment Advisors, Inc. | 9,693 | $471.0K | 0.11% | −70−0.7% | Reduced |
| Peoples Financial Services Corp. | 9,695 | $471.0K | 0.20% | −18−0.2% | Reduced |
| Sageworth Trust Co | 9,669 | $470.0K | 0.04% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,616 | $467.0K | 0.01% | −1,034−9.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $467.0K | 0.18% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 9,560 | $465.0K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 9,545 | $464.0K | 0.02% | −127−1.3% | Reduced |
| Haverford Trust Co | 9,533 | $463.0K | 0.01% | −1,304−12.0% | Reduced |
| Greenleaf Trust | 9,535 | $463.0K | 0.01% | +1,021+12.0% | Added |
| Conning Inc. | 9,501 | $462.0K | 0.01% | −961−9.2% | Reduced |
| Boston Financial Mangement LLC | 9,516 | $462.0K | 0.02% | −430−4.3% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $461.0K | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,480 | $461.0K | 0.08% | +1,403+17.4% | Added |
| TownSquare Capital, LLC | 9,558 | $460.0K | 0.01% | +9,558 | New |
| Symmetry Partners, LLC | 9,445 | $459.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,403 | $457.0K | 0.01% | +169+1.8% | Added |
| Pendal Group Limited | 9,376 | $456.0K | 0.00% | +9,376 | New |
| Enterprise Financial Services Corp | 9,345 | $454.0K | 0.07% | +29+0.3% | Added |
| American Century Companies Inc | 9,247 | $450.0K | 0.00% | +1,718+22.8% | Added |
| Tucker Asset Management LLC | 9,221 | $448.1K | 0.20% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,228 | $448.0K | 0.02% | −178−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 9,208 | $448.0K | 0.02% | +88+1.0% | Added |
| Covington Capital Management | 9,199 | $447.0K | 0.02% | −969−9.5% | Reduced |
| Tiemann Investment Advisors, LLC | 9,173 | $446.0K | 0.21% | −399−4.2% | Reduced |
| Berkshire Asset Management LLC | 9,074 | $441.0K | 0.03% | −79−0.9% | Reduced |
| Hutchinson Capital Management | 9,077 | $441.0K | 0.11% | −28−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,051 | $440.0K | 0.31% | −103−1.1% | Reduced |
| Wade G W & Inc | 9,061 | $440.0K | 0.02% | +259+2.9% | Added |
| Atwood & Palmer Inc | 9,025 | $439.0K | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 9,031 | $439.0K | 0.02% | +1,504+20.0% | Added |
| NTV Asset Management LLC | 8,976 | $436.0K | 0.08% | +10.0% | Added |
| American National Registered Investment Advisor, Inc. | 8,942 | $435.0K | 0.16% | −92−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 8,953 | $435.0K | 0.03% | +1,414+18.8% | Added |
| St Germain D J Co Inc | 8,933 | $434.0K | 0.03% | −90−1.0% | Reduced |
| Financial Advisory Group | 8,937 | $434.0K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,923 | $433.6K | 0.02% | −1,231−12.1% | Reduced |
| Oppenheimer Asset Management Inc. | 8,883 | $432.0K | 0.01% | −8,414−48.6% | Reduced |
| Monterey Private Wealth, Inc. | 8,801 | $428.0K | 0.25% | +10.0% | Added |
| Belpointe Asset Management LLC | 8,728 | $424.0K | 0.03% | +3,546+68.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $418.0K | 0.14% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $417.0K | 0.12% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,600 | $417.0K | 0.00% | +289+3.5% | Added |
| Jones Financial Companies LLLP | 8,542 | $415.0K | 0.00% | +1,202+16.4% | Added |
| Virtue Capital Management, LLC | 8,499 | $413.0K | 0.08% | +12+0.1% | Added |
| ICW Investment Advisors LLC | 8,494 | $413.0K | 0.27% | +450+5.6% | Added |
| YorkBridge Wealth Partners, LLC | 8,473 | $412.0K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 8,473 | $412.0K | 0.11% | +8,473 | New |
| Kore Private Wealth LLC | 8,454 | $411.0K | 0.05% | +1,582+23.0% | Added |
| Farmers Trust Co | 8,407 | $408.0K | 0.09% | −315−3.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,351 | $407.0K | 0.04% | −4,100−32.9% | Reduced |
| Sentry Investment Management LLC | 8,381 | $407.0K | 0.10% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 8,358 | $406.0K | 0.08% | −2,592−23.7% | Reduced |
| Clearstead Advisors, LLC | 8,328 | $405.0K | 0.03% | −406−4.6% | Reduced |
| Regent Investment Management LLC | 8,282 | $403.0K | 0.09% | +22+0.3% | Added |
| HBK Sorce Advisory LLC | 8,294 | $403.0K | 0.02% | +928+12.6% | Added |
| Mayflower Financial Advisors, LLC | 8,288 | $403.0K | 0.06% | +8,288 | New |
| United Bank | 8,263 | $402.0K | 0.05% | −243−2.9% | Reduced |
| Community Bank, N.A. | 8,249 | $401.0K | 0.05% | −900−9.8% | Reduced |
| McDonald Partners LLC | 8,259 | $401.0K | 0.09% | −48−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 8,203 | $399.0K | 0.08% | +165+2.1% | Added |
| Institute for Wealth Management, LLC. | 8,170 | $397.0K | 0.07% | −286−3.4% | Reduced |
| Cornerstone Wealth Management, LLC | 8,160 | $397.0K | 0.04% | +501+6.5% | Added |
| Piscataqua Savings Bank | 8,138 | $396.0K | 0.34% | −178−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 8,171 | $394.0K | 0.03% | +13+0.2% | Added |
| Schnieders Capital Management LLC | 8,005 | $389.0K | 0.11% | −125−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,960 | $387.0K | 0.01% | +750+10.4% | Added |
| Heritage Trust Co | 7,925 | $385.0K | 0.06% | −111−1.4% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $384.0K | 0.21% | 00.0% | Unchanged |
| MRJ Capital Inc | 7,910 | $384.0K | 0.22% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,801 | $383.0K | 0.07% | +7,801 | New |
| Adirondack Trust Co | 7,856 | $381.0K | 0.19% | −244−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 7,835 | $381.0K | 0.03% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 7,799 | $380.0K | 0.04% | −209−2.6% | Reduced |
| Mutual Advisors, LLC | 7,781 | $378.0K | 0.02% | +526+7.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,780 | $378.0K | 0.02% | +7,780 | New |
| Howland Capital Management LLC | 7,753 | $377.0K | 0.02% | −350−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 7,756 | $377.0K | 0.02% | +491+6.8% | Added |
| Capital Analysts, LLC | 7,690 | $374.0K | 0.03% | −365−4.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,672 | $373.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,659 | $372.0K | 0.04% | +132+1.8% | Added |
| Park Avenue Securities LLC | 7,644 | $372.0K | 0.01% | +7,644 | New |
| Northeast Investment Management | 7,638 | $371.0K | 0.02% | −2,780−26.7% | Reduced |
| Jacobi Capital Management LLC | 7,636 | $371.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,633 | $371.0K | 0.08% | +276+3.8% | Added |
| NorthRock Partners, LLC | 7,583 | $369.0K | 0.03% | +953+14.4% | Added |
| Cypress Capital Group | 7,565 | $368.0K | 0.05% | −62−0.8% | Reduced |
| Arden Trust Co | 7,518 | $365.0K | 0.06% | −2,855−27.5% | Reduced |
| Wellington Shields Capital Management, LLC | 7,501 | $365.0K | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,473 | $363.0K | 0.04% | −20.0% | Reduced |
| Fruth Investment Management | 7,481 | $363.0K | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,448 | $362.0K | 0.06% | −230−3.0% | Reduced |
| Altium Wealth Management LLC | 7,398 | $360.0K | 0.03% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7,356 | $358.0K | 0.05% | +10+0.1% | Added |
| Cullen Capital Management LLC | 7,333 | $356.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 7,317 | $356.0K | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 7,319 | $356.0K | 0.01% | +734+11.1% | Added |