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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 45,888 | $2.38M | 0.01% | −7,111−13.4% | Reduced |
| Trust Co of Vermont | 45,890 | $2.38M | 0.17% | −1,360−2.9% | Reduced |
| Tiaa, FSB | 45,994 | $2.38M | 0.01% | −1,795−3.8% | Reduced |
| Pacer Advisors, Inc. | 46,430 | $2.40M | 0.03% | −215−0.5% | Reduced |
| Cunning Capital Partners, LP | 46,470 | $2.40M | 1.27% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 46,767 | $2.42M | 0.21% | −324−0.7% | Reduced |
| Daiwa Securities Group Inc. | 46,767 | $2.42M | 0.02% | +2,435+5.5% | Added |
| Woodstock Corp | 47,179 | $2.44M | 0.28% | −674−1.4% | Reduced |
| Veritable, L.P. | 47,344 | $2.45M | 0.04% | −137−0.3% | Reduced |
| Argent Trust Co | 47,686 | $2.47M | 0.16% | −68−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,173 | $2.49M | 0.01% | −13,021−21.3% | Reduced |
| Macquarie Group Ltd | 48,484 | $2.51M | 0.00% | −17,254−26.2% | Reduced |
| PEAK6 Investments LLC | 48,820 | $2.53M | 0.05% | −2,412−4.7% | Reduced |
| CIBC World Markets Corp | 48,914 | $2.53M | 0.02% | −7,802−13.8% | Reduced |
| Cullinan Associates Inc | 49,000 | $2.54M | 0.14% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 50,429 | $2.61M | 0.08% | +1,688+3.5% | Added |
| McMillion Capital Management Inc | 51,065 | $2.64M | 1.55% | −1,393−2.7% | Reduced |
| Cinctive Capital Management LP | 51,400 | $2.66M | 0.15% | +51,400 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,801 | $2.68M | 0.06% | −111−0.2% | Reduced |
| Kentucky Retirement Systems | 51,883 | $2.69M | 0.13% | +4,316+9.1% | Added |
| Westport Asset Management Inc | 52,400 | $2.71M | 1.32% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 52,485 | $2.72M | 0.15% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 52,665 | $2.73M | 0.06% | +10,846+25.9% | Added |
| Williams Jones Wealth Management, LLC. | 52,805 | $2.73M | 0.04% | −2,200−4.0% | Reduced |
| New Mexico Educational Retirement Board | 53,417 | $2.77M | 0.10% | −1,100−2.0% | Reduced |
| Eqis Capital Management, Inc. | 53,564 | $2.77M | 0.21% | −6,691−11.1% | Reduced |
| Stratos Wealth Partners, LTD. | 53,738 | $2.78M | 0.07% | +1,322+2.5% | Added |
| Louisiana State Employees Retirement System | 54,000 | $2.79M | 0.07% | +3,100+6.1% | Added |
| Heritage Investors Management Corp | 54,461 | $2.82M | 0.12% | −242−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 54,617 | $2.83M | 0.02% | −2,168−3.8% | Reduced |
| Cetera Advisor Networks LLC | 56,416 | $2.92M | 0.04% | +19,123+51.3% | Added |
| Souders Financial Advisors | 56,949 | $2.95M | 0.95% | +758+1.3% | Added |
| Mercer Global Advisors Inc | 57,276 | $2.96M | 0.02% | +15,742+37.9% | Added |
| Shikiar Asset Management Inc | 57,505 | $2.98M | 0.84% | +21,005+57.5% | Added |
| Elo Mutual Pension Insurance Co | 57,836 | $2.99M | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 58,031 | $3.00M | 0.02% | +3,797+7.0% | Added |
| Pinebridge Investments, L.P. | 58,408 | $3.02M | 0.04% | +22,821+64.1% | Added |
| Silvercrest Asset Management Group LLC | 58,811 | $3.04M | 0.02% | −21,425−26.7% | Reduced |
| Evercore Wealth Management, LLC | 59,132 | $3.06M | 0.06% | +102+0.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $3.07M | 0.93% | +322+0.5% | Added |
| CSM Advisors, LLC | 59,410 | $3.08M | 0.23% | +400+0.7% | Added |
| Tredje AP-fonden | 59,780 | $3.09M | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 59,845 | $3.10M | 1.20% | +600+1.0% | Added |
| JB Capital LLC | 59,846 | $3.10M | 0.40% | +59,846 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 58,700 | $3.10M | 0.05% | +1,600+2.8% | Added |
| Stephens Inc | 60,175 | $3.12M | 0.05% | −2,525−4.0% | Reduced |
| CIBC World Markets Inc. | 60,220 | $3.12M | 0.01% | +2,913+5.1% | Added |
| K.J. Harrison & Partners Inc | 60,000 | $3.12M | 0.45% | +20,000+50.0% | Added |
| Atria Investments LLC | 60,552 | $3.13M | 0.06% | +3,179+5.5% | Added |
| AMG National Trust Bank | 61,251 | $3.17M | 0.10% | +140+0.2% | Added |
| Aptus Capital Advisors, LLC | 61,676 | $3.19M | 0.13% | +5,778+10.3% | Added |
| Wesbanco Bank Inc | 62,362 | $3.23M | 0.12% | −2,199−3.4% | Reduced |
| Gabelli Funds LLC | 63,000 | $3.26M | 0.02% | −13,500−17.6% | Reduced |
| Blair William & Co | 63,065 | $3.26M | 0.01% | +9,728+18.2% | Added |
| People's United Financial, Inc. | 63,155 | $3.27M | 0.07% | +22,694+56.1% | Added |
| Teachers Retirement System of the State of Kentucky | 63,265 | $3.27M | 0.03% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 63,285 | $3.28M | 0.11% | −1,421−2.2% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $3.32M | 0.58% | 00.0% | Unchanged |
| Patten Group, Inc. | 64,616 | $3.35M | 0.98% | +636+1.0% | Added |
| Captrust Financial Advisors | 65,982 | $3.42M | 0.03% | +6,598+11.1% | Added |
| Delta Capital Management LLC | 66,392 | $3.44M | 2.14% | −70−0.1% | Reduced |
| Cohen Klingenstein LLC | 66,838 | $3.46M | 0.15% | −12,770−16.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,842 | $3.46M | 0.01% | −1,268−1.9% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.55M | 0.10% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 68,680 | $3.56M | 0.33% | −1,210−1.7% | Reduced |
| Brown Brothers Harriman & Co | 70,582 | $3.65M | 0.02% | +1,862+2.7% | Added |
| Man Group plc | 72,860 | $3.77M | 0.01% | −172,646−70.3% | Reduced |
| ING Groep NV | 72,847 | $3.77M | 0.05% | +5,758+8.6% | Added |
| Millennium Management LLC | 73,060 | $3.78M | 0.01% | +1,256+1.7% | Added |
| Wolverine Trading, LLC | 71,737 | $3.79M | 0.08% | +28,166+64.6% | Added |
| Raymond James Trust N.A. | 73,274 | $3.79M | 0.13% | −112−0.2% | Reduced |
| Blueshift Asset Management, LLC | 73,328 | $3.79M | 0.21% | +73,328 | New |
| IFP Advisors, Inc | 73,653 | $3.81M | 0.08% | −19,127−20.6% | Reduced |
| Hohimer Wealth Management, LLC | 73,753 | $3.82M | 0.80% | −1,026−1.4% | Reduced |
| Schroder Investment Management Group | 73,921 | $3.83M | 0.01% | −6,096−7.6% | Reduced |
| Securian Asset Management, Inc | 74,144 | $3.84M | 0.08% | +3,591+5.1% | Added |
| Wealthfront Advisers LLC | 74,296 | $3.85M | 0.02% | +14,321+23.9% | Added |
| Norinchukin Bank, The | 74,543 | $3.86M | 0.05% | +6,954+10.3% | Added |
| Gotham Asset Management, LLC | 75,965 | $3.93M | 0.16% | +62,513+464.7% | Added |
| Lazard Asset Management LLC | 76,529 | $3.96M | 0.00% | −2,444−3.1% | Reduced |
| GAM Holding AG | 77,802 | $4.03M | 0.19% | −572−0.7% | Reduced |
| SG Americas Securities, LLC | 78,325 | $4.05M | 0.02% | +8,494+12.2% | Added |
| Clearbridge Investments, LLC | 78,769 | $4.08M | 0.00% | +382+0.5% | Added |
| Illinois Municipal Retirement Fund | 79,250 | $4.10M | 0.15% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 80,307 | $4.16M | 1.16% | −2,614−3.2% | Reduced |
| Hartford Investment Management Co | 81,076 | $4.20M | 0.12% | −4,944−5.7% | Reduced |
| L & S Advisors Inc | 83,488 | $4.32M | 0.47% | −911−1.1% | Reduced |
| Ingalls & Snyder LLC | 84,957 | $4.40M | 0.20% | −1,653−1.9% | Reduced |
| Guggenheim Capital LLC | 85,280 | $4.42M | 0.03% | −4,286−4.8% | Reduced |
| Kestra Advisory Services, LLC | 86,155 | $4.46M | 0.04% | −24,759−22.3% | Reduced |
| Family Capital Trust Co | 86,771 | $4.49M | 1.28% | +30.0% | Added |
| Cresset Asset Management, LLC | 87,657 | $4.54M | 0.06% | +2,171+2.5% | Added |
| Nissay Asset Management Corp | 88,474 | $4.58M | 0.04% | +3,141+3.7% | Added |
| Huntington National Bank | 89,717 | $4.64M | 0.05% | −4,506−4.8% | Reduced |
| Farmers & Merchants Investments Inc | 89,799 | $4.65M | 0.20% | −1,169−1.3% | Reduced |
| TRH Financial, LLC | 92,113 | $4.77M | 1.88% | +25,599+38.5% | Added |
| CapWealth Advisors, LLC | 94,647 | $4.90M | 0.54% | +927+1.0% | Added |
| Huber Capital Management LLC | 97,200 | $5.03M | 1.30% | +3,000+3.2% | Added |
| Westpac Banking Corp | 97,412 | $5.04M | 0.05% | +4,312+4.6% | Added |
| Seven Eight Capital, LP | 98,281 | $5.09M | 0.49% | +98,281 | New |