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 |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 460 | $24.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 461 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 468 | $24.0K | 0.00% | +342+271.4% | Added |
| MCF Advisors LLC | 475 | $25.0K | 0.00% | +19+4.2% | Added |
| Boit C F David | 500 | $26.0K | 0.02% | +500 | New |
| Kelly Financial Services LLC | 515 | $26.7K | 0.02% | −24,471−97.9% | Reduced |
| Selective Wealth Management, Inc. | 568 | $29.0K | 0.02% | −147−20.6% | Reduced |
| HHM Wealth Advisors, LLC | 579 | $30.0K | 0.01% | +243+72.3% | Added |
| Ade, LLC | 593 | $31.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 598 | $31.0K | 0.01% | +245+69.4% | Added |
| Bedel Financial Consulting, Inc. | 625 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 614 | $32.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 638 | $33.0K | 0.01% | +638 | New |
| CNB Bank | 653 | $34.0K | 0.02% | −60−8.4% | Reduced |
| First National Bank of South Miami | 660 | $34.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 663 | $34.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 670 | $34.7K | 0.01% | +670 | New |
| Valley National Advisers Inc | 677 | $35.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 679 | $35.0K | 0.01% | +26+4.0% | Added |
| Riggs Asset Managment Co. Inc. | 674 | $35.0K | 0.01% | +60+9.8% | Added |
| Archer Investment Corp | 691 | $35.8K | 0.01% | −11−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 706 | $36.0K | 0.01% | +32+4.7% | Added |
| Osterweis Capital Management Inc | 700 | $36.0K | 0.00% | +700 | New |
| Glen Eagle Advisors, LLC | 701 | $36.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $37.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 713 | $37.0K | 0.01% | +64+9.9% | Added |
| Assetmark, Inc | 716 | $37.0K | 0.00% | +208+40.9% | Added |
| Heritage Wealth Advisors | 725 | $37.5K | 0.00% | 00.0% | Unchanged |
| Motco | 732 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 738 | $38.0K | 0.01% | +738 | New |
| Antonetti Capital Management LLC | 748 | $39.0K | 0.03% | +748 | New |
| Orion Capital Management LLC | 750 | $39.0K | 0.02% | +750 | New |
| JNBA Financial Advisors | 776 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 771 | $40.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 800 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 794 | $41.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $41.0K | 0.00% | +800 | New |
| Gradient Investments LLC | 813 | $42.0K | 0.00% | −3−0.4% | Reduced |
| Addison Advisors LLC | 804 | $42.0K | 0.03% | +6+0.8% | Added |
| First Personal Financial Services | 830 | $43.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 847 | $44.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 909 | $47.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 920 | $48.0K | 0.02% | 00.0% | Unchanged |
| Truehand, Inc | 950 | $49.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 942 | $49.0K | 0.00% | +142+17.8% | Added |
| Firestone Capital Management | 1,050 | $51.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,000 | $52.0K | 0.02% | −600−37.5% | Reduced |
| Hexagon Capital Partners LLC | 1,005 | $52.0K | 0.02% | −282−21.9% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,023 | $52.0K | 0.01% | +1,023 | New |
| Bray Capital Advisors | 1,025 | $53.0K | 0.01% | −280−21.5% | Reduced |
| Pflug Koory, LLC | 1,050 | $54.0K | 0.03% | −800−43.2% | Reduced |
| Gemmer Asset Management LLC | 1,057 | $55.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,085 | $56.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,096 | $57.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,126 | $58.0K | 0.05% | −242−17.7% | Reduced |
| Aspire Private Capital, LLC | 1,119 | $58.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,150 | $60.0K | 0.02% | −10−0.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,150 | $60.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,183 | $61.0K | 0.01% | +500+73.2% | Added |
| Center for Financial Planning, Inc. | 1,262 | $65.0K | 0.02% | −1,341−51.5% | Reduced |
| Key Financial Inc | 1,316 | $68.0K | 0.04% | +100+8.2% | Added |
| Tompkins Financial Corp | 1,312 | $68.0K | 0.01% | +1,312 | New |
| Old North State Trust, LLC | 1,339 | $69.0K | 0.06% | 00.0% | Unchanged |
| American Research & Management Co. | 1,325 | $69.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,324 | $69.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,350 | $70.0K | 0.04% | −450−25.0% | Reduced |
| Hantz Financial Services, Inc. | 1,378 | $71.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,411 | $74.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $75.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,481 | $77.0K | 0.01% | +54+3.8% | Added |
| Parallax Volatility Advisers, L.P. | 1,500 | $78.0K | 0.00% | +1,500 | New |
| Pittenger & Anderson Inc | 1,533 | $79.0K | 0.00% | +1,533 | New |
| Freedman Financial Associates, Inc. | 1,542 | $80.0K | 0.06% | +112+7.8% | Added |
| Meridian Wealth Partners, LLC | 1,577 | $81.0K | 0.02% | +1,577 | New |
| Wall Street Access Asset Management, LLC | 1,600 | $83.0K | 0.04% | +1,600 | New |
| Wealth Quarterback LLC | 1,615 | $84.0K | 0.06% | −41−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,644 | $85.0K | 0.01% | −10−0.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $85.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,669 | $86.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,709 | $88.0K | 0.04% | +302+21.5% | Added |
| Mercer Capital Advisers, Inc. | 1,732 | $89.0K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,721 | $89.0K | 0.01% | +84+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,765 | $91.0K | 0.00% | −84,213−97.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,755 | $91.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,799 | $93.0K | 0.02% | +86+5.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,814 | $94.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,815 | $94.0K | 0.02% | +217+13.6% | Added |
| Carolinas Wealth Consulting LLC | 1,845 | $95.0K | 0.02% | −1,137−38.1% | Reduced |
| Howe & Rusling Inc | 1,835 | $95.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,836 | $95.0K | 0.00% | +6+0.3% | Added |
| Filbrandt Wealth Management, LLC | 1,860 | $96.0K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,869 | $97.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,884 | $97.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,937 | $100.0K | 0.02% | −20−1.0% | Reduced |
| M&R Capital Management Inc | 1,965 | $101.0K | 0.02% | −10−0.5% | Reduced |
| Herold Advisors, Inc. | 1,967 | $101.0K | 0.04% | +1,967 | New |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $102.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,984 | $103.0K | 0.01% | +1,984 | New |
| Vectors Research Management, LLC | 2,000 | $104.0K | 0.02% | −100−4.8% | Reduced |