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 |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 2,000 | $104.0K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $104.0K | 0.06% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,050 | $106.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,090 | $108.0K | 0.01% | +50+2.5% | Added |
| Northern Oak Wealth Management Inc | 2,150 | $111.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,155 | $112.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,193 | $114.0K | 0.01% | −196−8.2% | Reduced |
| State of Wyoming | 2,197 | $114.0K | 0.07% | +693+46.1% | Added |
| Massmutual Trust Co FSB | 2,242 | $116.0K | 0.00% | +3+0.1% | Added |
| Clean Yield Group | 2,259 | $117.0K | 0.04% | +262+13.1% | Added |
| CKW Financial Group | 2,250 | $118.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 2,299 | $119.0K | 0.08% | −393−14.6% | Reduced |
| Gables Capital Management Inc. | 2,350 | $122.0K | 0.08% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,416 | $125.1K | 0.04% | +9+0.4% | Added |
| Sutton Wealth Advisors Inc. | 2,427 | $125.6K | 0.05% | +6+0.2% | Added |
| NVWM, LLC | 2,425 | $126.0K | 0.05% | −59−2.4% | Reduced |
| Seeyond | 2,440 | $126.0K | 0.01% | −25−1.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $126.0K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,449 | $127.0K | 0.02% | −446−15.4% | Reduced |
| Hudock, Inc. | 2,472 | $127.0K | 0.04% | +507+25.8% | Added |
| Stephenson National Bank & Trust | 2,523 | $131.0K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,555 | $132.0K | 0.03% | +525+25.9% | Added |
| Ironwood Wealth Management, LLC. | 2,631 | $136.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,631 | $136.0K | 0.01% | +86+3.4% | Added |
| FinTrust Capital Advisors, LLC | 2,684 | $139.0K | 0.04% | −248−8.5% | Reduced |
| Security National Trust Co | 2,872 | $139.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,769 | $143.0K | 0.02% | −29−1.0% | Reduced |
| Dark Forest Capital Management LP | 2,763 | $143.0K | 0.05% | +2,763 | New |
| Lindbrook Capital, LLC | 2,825 | $146.0K | 0.04% | +56+2.0% | Added |
| AllSquare Wealth Management LLC | 2,843 | $147.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,844 | $147.0K | 0.09% | +2,844 | New |
| TFC Financial Management | 2,852 | $148.0K | 0.05% | +417+17.1% | Added |
| Mascoma Wealth Management LLC | 2,960 | $153.0K | 0.06% | +2,960 | New |
| Costello Asset Management, INC | 3,005 | $156.0K | 0.10% | +2,480+472.4% | Added |
| Penserra Capital Management LLC | 3,203 | $165.0K | 0.00% | +359+12.6% | Added |
| Deseret Mutual Benefit Administrators | 3,242 | $168.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,294 | $170.0K | 0.00% | −33−1.0% | Reduced |
| Glassman Wealth Services | 3,310 | $171.0K | 0.04% | +2,331+238.1% | Added |
| Sonora Investment Management, LLC | 3,317 | $172.0K | 0.02% | +350+11.8% | Added |
| Sun Life Financial INC | 3,346 | $173.0K | 0.01% | +786+30.7% | Added |
| FourThought Financial, LLC | 3,372 | $174.0K | 0.02% | −410−10.8% | Reduced |
| Koshinski Asset Management, Inc. | 3,426 | $177.4K | 0.02% | +3,426 | New |
| TD Private Client Wealth LLC | 3,482 | $180.2K | 0.01% | +37+1.1% | Added |
| Centaurus Financial, Inc. | 3,594 | $186.0K | 0.02% | −3,303−47.9% | Reduced |
| Eagle Bay Advisors LLC | 3,581 | $186.0K | 0.11% | +1,815+102.8% | Added |
| Atlas Capital Advisors LLC | 3,665 | $189.7K | 0.03% | −300−7.6% | Reduced |
| Johnson Financial Group, Inc. | 3,664 | $190.0K | 0.01% | −37−1.0% | Reduced |
| Parkside Financial Bank & Trust | 3,678 | $190.0K | 0.06% | +128+3.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,715 | $192.0K | 0.14% | 00.0% | Unchanged |
| Private Advisory Group LLC | 3,878 | $201.0K | 0.05% | +3,878 | New |
| Northeast Financial Consultants Inc | 3,901 | $202.0K | 0.01% | +3,901 | New |
| Parcion Private Wealth LLC | 3,789 | $202.0K | 0.02% | +3,789 | New |
| Warren Averett Asset Management, LLC | 3,729 | $203.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,949 | $204.0K | 0.02% | −7,480−65.4% | Reduced |
| BancorpSouth Bank | 3,961 | $205.0K | 0.03% | +3,961 | New |
| Financial Advisors, LLC | 3,966 | $205.0K | 0.07% | +3,966 | New |
| Arden Trust Co | 3,987 | $206.0K | 0.04% | −3,531−47.0% | Reduced |
| Fort Washington Investment Advisors Inc | 3,990 | $206.0K | 0.00% | −200−4.8% | Reduced |
| Farr Miller & Washington LLC | 3,975 | $206.0K | 0.01% | +3,975 | New |
| Abacus Wealth Partners, LLC | 3,986 | $206.3K | 0.08% | +3,986 | New |
| Equitable Holdings, Inc. | 3,994 | $207.0K | 0.00% | −1,903−32.3% | Reduced |
| Crawford Investment Counsel Inc | 4,007 | $207.0K | 0.00% | −1,742−30.3% | Reduced |
| Manchester Capital Management LLC | 3,992 | $207.0K | 0.03% | −100−2.4% | Reduced |
| Summit Financial Group Inc | 4,004 | $207.0K | 0.07% | +4,004 | New |
| Rodgers Brothers Inc. | 4,021 | $208.0K | 0.04% | −425−9.6% | Reduced |
| HCR Wealth Advisors | 4,011 | $208.0K | 0.03% | +4,011 | New |
| Change Path, LLC | 4,027 | $208.0K | 0.01% | +4,027 | New |
| Redhawk Wealth Advisors, Inc. | 4,045 | $209.0K | 0.06% | −92−2.2% | Reduced |
| Great Diamond Partners, LLC | 4,039 | $209.0K | 0.06% | +4,039 | New |
| InTrack Investment Management Inc | 4,005 | $209.0K | 0.15% | +4,005 | New |
| Madison Wealth Management | 4,059 | $210.0K | 0.05% | −126−3.0% | Reduced |
| Meristem Family Wealth, LLC | 4,050 | $210.0K | 0.02% | +4,050 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,052 | $210.0K | 0.03% | +4,052 | New |
| ARGI Investment Services, LLC | 4,068 | $211.0K | 0.01% | +4,068 | New |
| Aries Wealth Management | 4,080 | $211.0K | 0.09% | +4,080 | New |
| Harbor Investment Advisory, LLC | 4,152 | $215.0K | 0.03% | −233−5.3% | Reduced |
| Pavion Blue Capital, LLC | 4,154 | $215.0K | 0.13% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,134 | $215.0K | 0.14% | +4,134 | New |
| Smithfield Trust Co | 4,127 | $216.0K | 0.01% | −18−0.4% | Reduced |
| Mirova | 4,183 | $216.0K | 0.03% | +369+9.7% | Added |
| First Citizens Bank & Trust Co | 4,194 | $217.0K | 0.01% | −166−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,200 | $217.0K | 0.04% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,200 | $217.0K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,192 | $217.0K | 0.02% | +10.0% | Added |
| King Luther Capital Management Corp | 4,207 | $218.0K | 0.00% | −938−18.2% | Reduced |
| Edge Capital Group, LLC | 4,209 | $218.0K | 0.02% | −758−15.3% | Reduced |
| Equitable Trust Co | 4,232 | $219.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 4,228 | $219.0K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 4,240 | $219.0K | 0.01% | +4,240 | New |
| Charter Oak Capital Management, LLC | 4,251 | $220.0K | 0.03% | +101+2.4% | Added |
| Texas Yale Capital Corp. | 4,270 | $221.0K | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,280 | $222.0K | 0.08% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,299 | $223.0K | 0.02% | +4,299 | New |
| Laidlaw Wealth Management LLC | 4,322 | $224.0K | 0.06% | −120−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 4,369 | $226.0K | 0.03% | −129−2.9% | Reduced |
| Acropolis Investment Management, LLC | 4,457 | $226.0K | 0.03% | +20.0% | Added |
| Whalerock Point Partners, LLC | 4,403 | $228.0K | 0.09% | −625−12.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $228.0K | 0.22% | −100−2.2% | Reduced |
| Rockland Trust Co | 4,400 | $228.0K | 0.02% | +196+4.7% | Added |
| Grove Bank & Trust | 4,393 | $228.0K | 0.05% | +4,393 | New |