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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 4,197 | $229.0K | 0.02% | +96+2.3% | Added |
| TFG Advisers LLC | 4,427 | $229.0K | 0.11% | +4,427 | New |
| Grandfield & Dodd, LLC | 4,403 | $230.0K | 0.02% | −104−2.3% | Reduced |
| MPS Loria Financial Planners, LLC | 4,499 | $232.0K | 0.11% | 00.0% | Unchanged |
| Congress Asset Management Co | 4,491 | $232.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 4,490 | $232.0K | 0.10% | +4,490 | New |
| West Family Investments, Inc. | 4,507 | $233.0K | 0.06% | +226+5.3% | Added |
| Silicon Valley Capital Partners | 4,545 | $235.0K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 4,552 | $236.0K | 0.08% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,575 | $237.0K | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,607 | $238.0K | 0.14% | +225+5.1% | Added |
| Covenant Multifamily Offices, LLC | 4,505 | $238.0K | 0.04% | +169+3.9% | Added |
| Nicolet Bankshares Inc | 4,608 | $239.0K | 0.06% | +64+1.4% | Added |
| Sheets Smith Wealth Management | 4,638 | $240.0K | 0.03% | +21+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,643 | $240.0K | 0.01% | +4,643 | New |
| Stock Yards Bank & Trust Co | 4,652 | $241.0K | 0.02% | +460+11.0% | Added |
| Bridgewater Advisors Inc. | 4,678 | $242.0K | 0.07% | +6+0.1% | Added |
| First Bank & Trust | 4,668 | $242.0K | 0.11% | +184+4.1% | Added |
| Engine No. 1 LLC | 4,670 | $242.0K | 0.06% | +4,670 | New |
| Douglas Lane & Associates, LLC | 4,689 | $243.0K | 0.00% | −926−16.5% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $243.0K | 0.22% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,741 | $245.0K | 0.08% | +10.0% | Added |
| Founders Capital Management, LLC | 4,741 | $245.0K | 0.06% | +203+4.5% | Added |
| Belpointe Asset Management LLC | 4,729 | $246.0K | 0.02% | −3,999−45.8% | Reduced |
| Baxter Bros Inc | 4,758 | $246.0K | 0.04% | −620−11.5% | Reduced |
| Naples Global Advisors, LLC | 4,751 | $246.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,788 | $247.0K | 0.06% | +951+24.8% | Added |
| CFO4Life Group, LLC | 4,787 | $248.0K | 0.06% | +208+4.5% | Added |
| Logan Capital Management Inc | 4,804 | $249.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 4,812 | $249.0K | 0.02% | +168+3.6% | Added |
| Spinnaker Trust | 4,832 | $250.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 4,844 | $251.0K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,858 | $251.0K | 0.04% | +172+3.7% | Added |
| Trustcore Financial Services, LLC | 4,840 | $251.0K | 0.02% | +705+17.0% | Added |
| Homrich & Berg | 4,860 | $252.0K | 0.01% | −360−6.9% | Reduced |
| Strategic Advisors LLC | 4,883 | $252.0K | 0.05% | +9+0.2% | Added |
| IFG Advisory, LLC | 4,897 | $253.0K | 0.03% | −234−4.6% | Reduced |
| D'Orazio & Associates, Inc. | 4,886 | $253.0K | 0.06% | 00.0% | Unchanged |
| Montis Financial, LLC | 4,860 | $254.0K | 0.22% | −744−13.3% | Reduced |
| Telemus Capital, LLC | 4,910 | $254.0K | 0.02% | −322−6.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,910 | $254.0K | 0.05% | −25−0.5% | Reduced |
| JBF Capital, Inc. | 4,900 | $254.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,902 | $254.0K | 0.09% | +10+0.2% | Added |
| Capstone Investment Advisors, LLC | 4,921 | $255.0K | 0.00% | +4,921 | New |
| Haverford Trust Co | 4,942 | $256.0K | 0.00% | −4,591−48.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,945 | $256.0K | 0.14% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,968 | $257.0K | 0.11% | −500−9.1% | Reduced |
| Formidable Asset Management, LLC | 4,961 | $257.0K | 0.05% | −50−1.0% | Reduced |
| First Financial Corp | 4,963 | $257.0K | 0.17% | +1,340+37.0% | Added |
| First Financial Bank - Trust Division | 4,986 | $258.0K | 0.03% | −595−10.7% | Reduced |
| BDO Wealth Advisors, LLC | 4,986 | $258.0K | 0.03% | +70+1.4% | Added |
| Liberty Wealth Management LLC | 4,883 | $258.0K | 0.09% | +1,684+52.6% | Added |
| Aveo Capital Partners, LLC | 5,022 | $260.0K | 0.05% | +40+0.8% | Added |
| WMS Partners, LLC | 5,090 | $263.0K | 0.04% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 5,088 | $263.0K | 0.10% | +5,088 | New |
| Mark Stevens | 5,082 | $264.0K | 0.03% | −380−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 5,098 | $264.0K | 0.01% | +249+5.1% | Added |
| First Quadrant L P | 5,123 | $265.0K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 5,118 | $265.0K | 0.01% | +310+6.4% | Added |
| Cobblestone Capital Advisors LLC | 5,130 | $266.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,150 | $267.0K | 0.07% | −1,275−19.8% | Reduced |
| RSM US Wealth Management LLC | 5,165 | $267.0K | 0.01% | −911−15.0% | Reduced |
| Point72 Hong Kong Ltd | 5,159 | $267.0K | 0.02% | +5,159 | New |
| Notis-McConarty Edward | 5,175 | $268.0K | 0.10% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,194 | $268.8K | 0.02% | −944−15.4% | Reduced |
| Clear Harbor Asset Management, LLC | 5,220 | $270.0K | 0.03% | 00.0% | Unchanged |
| Exane Derivatives | 5,284 | $273.5K | 0.07% | +5,263+25,061.9% | Added |
| Claro Advisors LLC | 5,330 | $276.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 5,334 | $276.0K | 0.01% | +5,334 | New |
| First Command Bank | 5,367 | $278.0K | 0.05% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,367 | $278.0K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,406 | $280.0K | 0.05% | −110−2.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,400 | $280.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,410 | $280.0K | 0.02% | +391+7.8% | Added |
| Associated Banc-Corp | 5,493 | $284.0K | 0.01% | −60−1.1% | Reduced |
| Outfitter Financial LLC | 5,517 | $286.0K | 0.22% | −8,338−60.2% | Reduced |
| Wealthcare Advisory Partners LLC | 5,532 | $286.0K | 0.02% | −805−12.7% | Reduced |
| Great Lakes Advisors, LLC | 5,550 | $287.0K | 0.00% | +814+17.2% | Added |
| Thomasville National Bank | 5,582 | $289.0K | 0.03% | −75−1.3% | Reduced |
| Aevitas Wealth Management, Inc. | 5,610 | $290.0K | 0.19% | +7+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,610 | $290.0K | 0.01% | −5,057−47.4% | Reduced |
| Farmers National Bank | 7,704 | $290.6K | 0.12% | +7,704 | New |
| Davidson Trust Co | 5,696 | $294.0K | 0.22% | −290−4.8% | Reduced |
| Mairs & Power Inc | 5,700 | $295.0K | 0.00% | −550−8.8% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $295.0K | 0.02% | −455−7.4% | Reduced |
| Karp Capital Management Corp | 5,701 | $295.0K | 0.04% | +710+14.2% | Added |
| Wealthspire Advisors, LLC | 5,733 | $297.0K | 0.01% | +5,733 | New |
| Markston International LLC | 5,760 | $298.0K | 0.28% | −7,696−57.2% | Reduced |
| Cutler Group LP | 5,784 | $299.0K | 0.02% | −11,216−66.0% | Reduced |
| Northwest Bancshares, Inc. | 5,812 | $301.0K | 0.07% | −255−4.2% | Reduced |
| Legacy Bridge, LLC | 5,813 | $301.0K | 0.17% | −20−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 5,840 | $302.0K | 0.04% | −50−0.8% | Reduced |
| Leavell Investment Management, Inc. | 5,844 | $302.0K | 0.02% | −14−0.2% | Reduced |
| Regal Wealth Group, Inc. | 5,854 | $303.0K | 0.18% | −756−11.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,862 | $303.0K | 0.01% | +559+10.5% | Added |
| Avantax Planning Partners, Inc. | 5,870 | $304.0K | 0.01% | +174+3.1% | Added |
| Resonant Capital Advisors, LLC | 5,887 | $305.0K | 0.05% | +81+1.4% | Added |
| Founders Financial Alliance, LLC | 5,887 | $305.0K | 0.14% | +412+7.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,925 | $307.0K | 0.07% | −2,433−29.1% | Reduced |
| SignalPoint Asset Management, LLC | 5,935 | $307.0K | 0.10% | +5,935 | New |