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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 7,301 | $355.0K | 0.01% | −6,068−45.4% | Reduced |
| Kovack Advisors, Inc. | 7,309 | $355.0K | 0.04% | +491+7.2% | Added |
| Wintrust Investments LLC | 7,267 | $353.0K | 0.04% | −515−6.6% | Reduced |
| Cypress Capital Management LLC (WY) | 7,235 | $352.0K | 0.27% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,227 | $351.0K | 0.00% | −900−11.1% | Reduced |
| CPWM, LLC | 7,213 | $351.0K | 0.03% | −326−4.3% | Reduced |
| Ellevest, Inc. | 7,203 | $350.0K | 0.03% | +1,067+17.4% | Added |
| Arete Wealth Advisors, LLC | 7,344 | $349.0K | 0.05% | +62+0.9% | Added |
| Signaturefd, LLC | 7,167 | $348.0K | 0.01% | +752+11.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $347.0K | 0.11% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,060 | $346.0K | 0.05% | +918+14.9% | Added |
| Argent Capital Management LLC | 7,098 | $345.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,080 | $344.0K | 0.01% | +4,202+146.0% | Added |
| Tokio Marine Asset Management Co Ltd | 6,993 | $340.0K | 0.03% | +676+10.7% | Added |
| Levin Capital Strategies, L.P. | 6,972 | $339.0K | 0.04% | +1,000+16.7% | Added |
| Centaurus Financial, Inc. | 6,897 | $335.0K | 0.03% | +353+5.4% | Added |
| WBH Advisory Inc | 6,508 | $335.0K | 0.05% | −33−0.5% | Reduced |
| Old National Bancorp | 6,889 | $334.0K | 0.01% | −436−6.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,847 | $333.0K | 0.04% | −82−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 6,837 | $332.0K | 0.05% | +6,837 | New |
| Surevest, LLC | 6,756 | $328.0K | 0.09% | +89+1.3% | Added |
| S.A. Mason LLC | 6,688 | $325.0K | 0.22% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,645 | $322.9K | 0.04% | −200−2.9% | Reduced |
| Cerity Partners LLC | 6,636 | $322.0K | 0.01% | −844−11.3% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $321.0K | 0.00% | −2,690−29.0% | Reduced |
| Regal Wealth Group, Inc. | 6,610 | $321.0K | 0.19% | +11+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 6,585 | $320.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,593 | $320.0K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,496 | $316.0K | 0.26% | −100−1.5% | Reduced |
| Clarius Group, LLC | 6,503 | $316.0K | 0.03% | +103+1.6% | Added |
| Gamble Jones Investment Counsel | 6,481 | $315.0K | 0.02% | −6,500−50.1% | Reduced |
| Quadrant Capital Group LLC | 6,484 | $315.0K | 0.05% | +371+6.1% | Added |
| Freestone Capital Holdings, LLC | 6,447 | $313.0K | 0.02% | +213+3.4% | Added |
| Monetary Management Group Inc | 6,425 | $312.0K | 0.09% | −200−3.0% | Reduced |
| Institutional & Family Asset Management, LLC | 6,391 | $311.0K | 0.05% | −226−3.4% | Reduced |
| Hancock Whitney Corp | 6,375 | $310.0K | 0.01% | −27−0.4% | Reduced |
| Bailard, Inc. | 6,355 | $309.0K | 0.01% | −3,301−34.2% | Reduced |
| KG&L Capital Management,LLC | 6,351 | $309.0K | 0.14% | −10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,337 | $308.0K | 0.02% | +2,754+76.9% | Added |
| Fort, L.P. | 6,334 | $308.0K | 0.09% | +6,334 | New |
| FRG Family Wealth Advisors LLC | 6,316 | $307.0K | 0.06% | −1,180−15.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $307.0K | 0.12% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,301 | $306.0K | 0.07% | −100−1.6% | Reduced |
| Mairs & Power Inc | 6,250 | $304.0K | 0.00% | −900−12.6% | Reduced |
| NEXT Financial Group, Inc | 6,222 | $302.0K | 0.02% | +7+0.1% | Added |
| Essex Savings Bank | 6,541 | $301.0K | 0.12% | −688−9.5% | Reduced |
| 9258 Wealth Management, LLC | 6,164 | $300.0K | 0.08% | −707−10.3% | Reduced |
| Tiedemann Advisors, LLC | 6,171 | $299.0K | 0.01% | −98−1.6% | Reduced |
| Rothschild Investment Corp | 6,159 | $299.0K | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,138 | $298.3K | 0.02% | +6,138 | New |
| Lowe Brockenbrough & Co Inc | 6,128 | $298.0K | 0.03% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 6,120 | $297.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,096 | $296.0K | 0.01% | −230−3.6% | Reduced |
| Northwest Bancshares, Inc. | 6,067 | $295.0K | 0.07% | −472−7.2% | Reduced |
| Forbes J M & Co LLP | 6,076 | $295.0K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,076 | $295.0K | 0.02% | +153+2.6% | Added |
| Beacon Investment Advisory Services, Inc. | 6,052 | $294.0K | 0.01% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 6,060 | $294.0K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,052 | $293.0K | 0.01% | −805−11.7% | Reduced |
| Soltis Investment Advisors LLC | 6,030 | $293.0K | 0.05% | −189−3.0% | Reduced |
| Arrow Financial Corp | 5,997 | $292.0K | 0.04% | −500−7.7% | Reduced |
| Systematic Financial Management LP | 6,000 | $292.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $292.0K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 5,986 | $291.0K | 0.23% | −164−2.7% | Reduced |
| West Oak Capital, LLC | 5,995 | $291.0K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,961 | $290.0K | 0.04% | −819−12.1% | Reduced |
| GWM Advisors LLC | 5,919 | $288.0K | 0.01% | −530−8.2% | Reduced |
| Equitable Holdings, Inc. | 5,897 | $287.0K | 0.00% | −5,080−46.3% | Reduced |
| Woodmont Investment Counsel LLC | 5,890 | $286.0K | 0.04% | 00.0% | Unchanged |
| MEMBERS Trust Co | 5,839 | $284.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,833 | $283.0K | 0.16% | −90−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 5,806 | $283.0K | 0.05% | +56+1.0% | Added |
| Quadrature Capital Ltd | 5,746 | $279.0K | 0.01% | −25,263−81.5% | Reduced |
| Crawford Investment Counsel Inc | 5,749 | $279.0K | 0.01% | −1,340−18.9% | Reduced |
| Fox Run Management, L.L.C. | 5,751 | $279.0K | 0.25% | +5,751 | New |
| First Foundation Advisors | 5,711 | $278.0K | 0.01% | +955+20.1% | Added |
| Avantax Planning Partners, Inc. | 5,696 | $277.0K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 5,657 | $275.0K | 0.03% | +5,657 | New |
| SlateStone Wealth, LLC | 5,627 | $273.0K | 0.06% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,615 | $273.0K | 0.00% | +11+0.2% | Added |
| Montis Financial, LLC | 5,604 | $272.0K | 0.23% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,590 | $272.0K | 0.11% | +40+0.7% | Added |
| Aevitas Wealth Management, Inc. | 5,603 | $272.0K | 0.17% | +270+5.1% | Added |
| Jump Financial, LLC | 5,583 | $271.0K | 0.03% | −1,809−24.5% | Reduced |
| First Financial Bank - Trust Division | 5,581 | $271.0K | 0.03% | −554−9.0% | Reduced |
| Eudaimonia Partners, LLC | 5,550 | $270.0K | 0.05% | −11,028−66.5% | Reduced |
| Associated Banc-Corp | 5,553 | $270.0K | 0.01% | +5,553 | New |
| Proffitt & Goodson Inc | 5,516 | $268.0K | 0.05% | −121−2.1% | Reduced |
| Founders Financial Alliance, LLC | 5,475 | $267.0K | 0.12% | −142−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,500 | $267.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,468 | $266.0K | 0.08% | −670−10.9% | Reduced |
| Mark Stevens | 5,462 | $266.0K | 0.03% | +3+0.1% | Added |
| Prescott Group Capital Management, L.L.C. | 5,400 | $262.0K | 0.07% | 00.0% | Unchanged |
| Baxter Bros Inc | 5,378 | $261.0K | 0.04% | −425−7.3% | Reduced |
| First Command Bank | 5,367 | $261.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,367 | $261.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5,378 | $260.0K | 0.04% | +3,010+127.1% | Added |
| Gillespie Robinson & Grimm Inc | 5,319 | $259.0K | 0.02% | −355−6.3% | Reduced |
| Claro Advisors LLC | 5,330 | $259.0K | 0.12% | −45−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,303 | $258.0K | 0.01% | +457+9.4% | Added |