Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q3 2021

Institutional positions in Carrier Global Corp as of Sep 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: 1,274; +38 vs. Q2 2021
Shares held: 742.4M; +9.77M (+1.3%) vs. Q2 2021
Total value: $38.4B; +$2.83B (+8.0%) vs. Q2 2021
New holders: 112; 432 more added
Sold out: 74; 483 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,274 institutions

Value heldQ3 2021: $38.4B

Institutions holding CARR and their total value by quarter
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, Q3 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2021.

Institutions holding CARR in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cordant, Inc.	2	$0	0.00%	−86−97.7%	Reduced
GPS Wealth Strategies Group, LLC	1	$0	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	4	$0	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$207	0.00%	–	–
American National Bank	10	$1.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	28	$1.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	13	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	18	$1.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	20	$1.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	25	$1.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	17	$1.00K	0.00%	00.0%	Unchanged
Consolidated Planning Corp	23	$1.00K	0.00%	+23	New
Ogorek Anthony Joseph	47	$2.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	40	$2.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	40	$2.00K	0.00%	00.0%	Unchanged
Wealthstreet Investment Advisors, LLC	38	$2.00K	0.06%	00.0%	Unchanged
West Paces Advisors Inc.	40	$2.07K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	108	$3.00K	0.00%	−1,014−90.4%	Reduced
Column Capital Advisors, LLC	59	$3.00K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	65	$3.00K	0.00%	−7−9.7%	Reduced
Atlas Private Wealth Advisors	58	$3.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$3.00K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	74	$3.88K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	83	$4.00K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	84	$4.00K	0.00%	+1+1.2%	Added
Tradewinds Capital Management, LLC	84	$4.00K	0.00%	00.0%	Unchanged
Joseph P. Lucia & Associates, LLC	75	$4.00K	0.00%	00.0%	Unchanged
Stonebridge Financial Planning Group, LLC	100	$5.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	91	$5.00K	0.00%	00.0%	Unchanged
Earnest Partners LLC	89	$5.00K	0.00%	00.0%	Unchanged
Robbins Farley LLC	100	$5.00K	0.00%	+100	New
Wagner Wealth Management, LLC	120	$6.00K	0.00%	+1+0.8%	Added
Evolution Wealth Advisors, LLC	112	$6.00K	0.00%	00.0%	Unchanged
Ci Investments Inc.	107	$6.00K	0.00%	+107	New
McIlrath & Eck, LLC	135	$7.00K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	133	$7.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	128	$7.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	137	$7.00K	0.01%	+121+756.3%	Added
Altshuler Shaham Ltd	139	$7.00K	0.00%	+139	New
MBM Wealth Consultants, LLC	162	$8.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	150	$8.00K	0.00%	00.0%	Unchanged
CoreFirst Bank & Trust	150	$8.00K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	153	$8.00K	0.00%	+153	New
Newbridge Financial Services Group, Inc.	173	$9.00K	0.01%	−1,129−86.7%	Reduced
Independence Bank of Kentucky	181	$9.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	168	$9.00K	0.00%	00.0%	Unchanged
Pacitti Group Inc.	167	$9.00K	0.01%	00.0%	Unchanged
Heritage Wealth Management, LLC	165	$9.00K	0.00%	00.0%	Unchanged
Essex Investment Management Co LLC	200	$10.0K	0.00%	00.0%	Unchanged
First PREMIER Bank	200	$10.0K	0.00%	00.0%	Unchanged
Resolute Partners Group	201	$10.0K	0.00%	00.0%	Unchanged
Phoenix Wealth Advisors	200	$10.0K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	187	$10.0K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	217	$11.0K	0.01%	00.0%	Unchanged
Perkins Coie Trust Co	239	$12.0K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	227	$12.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	223	$12.0K	0.02%	+223	New
McCarthy Grittinger Financial Group, LLC	251	$13.0K	0.00%	+251	New
Vigilant Capital Management, LLC	244	$13.0K	0.00%	00.0%	Unchanged
Robinson Value Management, Ltd.	250	$13.0K	0.01%	+250	New
Total Clarity Wealth Management, Inc.	250	$13.0K	0.01%	+250	New
Disciplined Investments, LLC	268	$14.0K	0.01%	−200−42.7%	Reduced
Loomis Sayles & Co L P	266	$14.0K	0.00%	+266	New
Bell Investment Advisors, Inc	272	$14.0K	0.00%	+272	New
Providence Capital Advisors, LLC	283	$15.0K	0.00%	+175+162.0%	Added
Ten Capital Wealth Advisors, LLC	310	$16.0K	0.01%	−10−3.1%	Reduced
Private Ocean, LLC	300	$16.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	314	$16.0K	0.01%	+1+0.3%	Added
Annapolis Financial Services, LLC	300	$16.0K	0.01%	00.0%	Unchanged
Prentice Wealth Management LLC	312	$16.0K	0.01%	00.0%	Unchanged
Sawyer & Company, Inc	300	$16.0K	0.01%	+300	New
Westside Investment Management, Inc.	351	$18.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	350	$18.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	343	$18.0K	0.01%	00.0%	Unchanged
Tradition Wealth Management, LLC	349	$18.0K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	345	$18.0K	0.01%	00.0%	Unchanged
Truvestments Capital LLC	356	$18.0K	0.01%	+70+24.5%	Added
Financial Perspectives, Inc	362	$18.7K	0.01%	−28−7.2%	Reduced
Concord Wealth Partners	371	$19.0K	0.01%	−1,881−83.5%	Reduced
Sittner & Nelson, LLC	371	$19.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	362	$19.0K	0.00%	+314+654.2%	Added
Holloway Wealth Management, LLC	–	$20.0K	0.01%	–	–
Norway Savings Bank	380	$20.0K	0.01%	−8−2.1%	Reduced
Larson Financial Group LLC	383	$20.0K	0.00%	+1+0.3%	Added
Red Tortoise LLC	542	$20.0K	0.02%	+542	New
TD Ameritrade Investment Management, LLC	693	$21.0K	0.00%	−598−46.3%	Reduced
Hanseatic Management Services Inc	412	$21.0K	0.04%	00.0%	Unchanged
AlphaMark Advisors, LLC	405	$21.0K	0.01%	00.0%	Unchanged
Field & Main Bank	400	$21.0K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	400	$21.0K	0.01%	00.0%	Unchanged
Carderock Capital Management Inc	415	$21.0K	0.01%	+415	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	409	$21.2K	0.03%	00.0%	Unchanged
Cascade Investment Advisors, Inc.	413	$21.4K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	423	$22.0K	0.00%	−32−7.0%	Reduced
JJJ Advisors Inc.	418	$22.0K	0.01%	+7+1.7%	Added
Leonteq Securities AG	441	$22.8K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	448	$23.0K	0.01%	00.0%	Unchanged
Neo Ivy Capital Management	1,050	$23.0K	0.03%	+1,050	New
Tarbox Family Office, Inc.	458	$24.0K	0.00%	00.0%	Unchanged