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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 5,956 | $308.0K | 0.06% | −360−5.7% | Reduced |
| Arrow Financial Corp | 5,947 | $308.0K | 0.04% | −50−0.8% | Reduced |
| Meridian Wealth Management, LLC | 5,962 | $309.0K | 0.04% | +10.0% | Added |
| MEMBERS Trust Co | 5,839 | $309.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,995 | $310.0K | 0.12% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,989 | $310.0K | 0.07% | +362+6.4% | Added |
| St. Louis Trust Co | 6,000 | $311.0K | 0.08% | −1,317−18.0% | Reduced |
| Forbes J M & Co LLP | 6,016 | $311.0K | 0.04% | −60−1.0% | Reduced |
| Systematic Financial Management LP | 6,000 | $311.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $311.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,000 | $311.0K | 0.01% | +81+1.4% | Added |
| Jones Financial Companies LLLP | 6,051 | $313.0K | 0.00% | −2,491−29.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,052 | $313.0K | 0.01% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 6,060 | $314.0K | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,065 | $314.0K | 0.05% | +35+0.6% | Added |
| Covenant Asset Management, LLC | 6,120 | $317.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,052 | $317.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $319.0K | 0.02% | −1,500−19.6% | Reduced |
| 9258 Wealth Management, LLC | 6,166 | $319.0K | 0.09% | +20.0% | Added |
| Rothschild Investment Corp | 6,159 | $319.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,161 | $319.0K | 0.05% | +985+19.0% | Added |
| Berman Capital Advisors, LLC | 6,191 | $320.0K | 0.05% | +813+15.1% | Added |
| Gamble Jones Investment Counsel | 6,200 | $321.0K | 0.02% | −281−4.3% | Reduced |
| Waldron Private Wealth LLC | 6,207 | $321.0K | 0.02% | +1,859+42.8% | Added |
| First Hawaiian Bank | 6,242 | $323.0K | 0.01% | −2,789−30.9% | Reduced |
| Bailard, Inc. | 6,292 | $326.0K | 0.01% | −63−1.0% | Reduced |
| Cambridge Advisors Inc. | 6,301 | $326.0K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $327.0K | 0.12% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,324 | $327.0K | 0.44% | +6,324 | New |
| KG&L Capital Management,LLC | 6,351 | $329.0K | 0.14% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,209 | $330.0K | 0.00% | −1,134,891−99.5% | Reduced |
| LCM Capital Management Inc | 6,373 | $330.0K | 0.28% | −123−1.9% | Reduced |
| Hancock Whitney Corp | 6,359 | $330.0K | 0.01% | −16−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6,391 | $331.0K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 6,424 | $333.0K | 0.01% | −465−6.7% | Reduced |
| Brookstone Capital Management | 6,584 | $334.0K | 0.01% | +1,670+34.0% | Added |
| WBH Advisory Inc | 6,509 | $337.0K | 0.05% | +10.0% | Added |
| SRS Capital Advisors, Inc. | 6,538 | $338.0K | 0.05% | −299−4.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,575 | $340.0K | 0.10% | −10−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,560 | $340.0K | 0.03% | +1,060+19.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,582 | $341.0K | 0.00% | −645−8.9% | Reduced |
| Meridian Investment Counsel Inc. | 6,593 | $341.0K | 0.12% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,600 | $342.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,611 | $342.0K | 0.00% | +6,611 | New |
| Anchor Investment Management, LLC | 6,610 | $342.1K | 0.05% | −35−0.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,628 | $343.0K | 0.00% | +6,628 | New |
| Quadrant Capital Group LLC | 6,642 | $344.0K | 0.05% | +158+2.4% | Added |
| Capital Analysts, LLC | 6,718 | $348.0K | 0.02% | −972−12.6% | Reduced |
| Clarius Group, LLC | 6,717 | $348.0K | 0.03% | +214+3.3% | Added |
| DuPont Capital Management Corp | 6,853 | $355.0K | 0.01% | −6,611−49.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,866 | $355.0K | 0.04% | +19+0.3% | Added |
| Gillespie Robinson & Grimm Inc | 6,856 | $355.0K | 0.03% | +1,537+28.9% | Added |
| MRJ Capital Inc | 6,910 | $357.0K | 0.21% | −1,000−12.6% | Reduced |
| Colony Group LLC | 6,911 | $358.0K | 0.01% | −8,587−55.4% | Reduced |
| Adirondack Trust Co | 6,848 | $358.0K | 0.17% | −1,008−12.8% | Reduced |
| Goelzer Investment Management, Inc. | 6,915 | $358.0K | 0.03% | −920−11.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,962 | $360.0K | 0.08% | −671−8.8% | Reduced |
| Asset Dedication, LLC | 6,844 | $360.0K | 0.05% | −216−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 6,960 | $360.0K | 0.01% | +2,072+42.4% | Added |
| Eudaimonia Partners, LLC | 6,978 | $361.0K | 0.07% | +1,428+25.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,008 | $363.0K | 0.01% | −772−9.9% | Reduced |
| Cerity Partners LLC | 7,026 | $364.0K | 0.01% | +390+5.9% | Added |
| NEXT Financial Group, Inc | 7,069 | $366.0K | 0.03% | +847+13.6% | Added |
| Argent Capital Management LLC | 7,098 | $367.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,113 | $368.0K | 0.02% | −640−8.3% | Reduced |
| S.A. Mason LLC | 7,103 | $368.0K | 0.24% | +415+6.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $369.0K | 0.11% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,163 | $371.0K | 0.04% | +2,618+57.6% | Added |
| CPWM, LLC | 7,191 | $372.0K | 0.03% | −22−0.3% | Reduced |
| Community Bank, N.A. | 7,204 | $373.0K | 0.05% | −1,045−12.7% | Reduced |
| First Foundation Advisors | 7,207 | $373.0K | 0.01% | +1,496+26.2% | Added |
| Cullen Capital Management LLC | 7,223 | $374.0K | 0.00% | −110−1.5% | Reduced |
| Cypress Capital Management LLC (WY) | 7,235 | $374.0K | 0.31% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,242 | $375.0K | 0.04% | −67−0.9% | Reduced |
| Schnieders Capital Management LLC | 7,305 | $378.0K | 0.10% | −700−8.7% | Reduced |
| Surevest, LLC | 7,296 | $378.0K | 0.10% | +540+8.0% | Added |
| Washington Trust Bank | 7,289 | $378.0K | 0.04% | +7,289 | New |
| Sentry Investment Management LLC | 7,313 | $379.0K | 0.11% | −1,068−12.7% | Reduced |
| Arete Wealth Advisors, LLC | 7,325 | $379.0K | 0.04% | −19−0.3% | Reduced |
| Burleson & Company, LLC | 7,365 | $381.0K | 0.06% | +9+0.1% | Added |
| Sunbelt Securities, Inc. | 7,801 | $383.0K | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7,398 | $383.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,448 | $386.0K | 0.06% | 00.0% | Unchanged |
| Fruth Investment Management | 7,481 | $387.0K | 0.12% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,501 | $388.0K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,529 | $390.0K | 0.05% | −130−1.7% | Reduced |
| NorthRock Partners, LLC | 7,547 | $391.0K | 0.03% | −36−0.5% | Reduced |
| Ellevest, Inc. | 7,690 | $398.0K | 0.04% | +487+6.8% | Added |
| Essex Savings Bank | 6,902 | $398.0K | 0.14% | +361+5.5% | Added |
| Pathstone Family Office, LLC | 7,712 | $399.0K | 0.01% | +7,712 | New |
| Northeast Investment Management | 7,734 | $400.0K | 0.02% | +96+1.3% | Added |
| Freestone Capital Holdings, LLC | 7,765 | $402.0K | 0.02% | +1,318+20.4% | Added |
| Heritage Trust Co | 7,791 | $403.0K | 0.06% | −134−1.7% | Reduced |
| Signaturefd, LLC | 7,801 | $404.0K | 0.01% | +634+8.8% | Added |
| Lowe Brockenbrough & Co Inc | 7,828 | $405.0K | 0.03% | +1,700+27.7% | Added |
| AdvisorNet Financial, Inc | 7,876 | $408.0K | 0.03% | −13,642−63.4% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $408.0K | 0.23% | 00.0% | Unchanged |
| Veriti Management LLC | 7,952 | $412.0K | 0.06% | −4,721−37.3% | Reduced |
| Virtue Capital Management, LLC | 7,961 | $412.0K | 0.07% | −538−6.3% | Reduced |
| Cornerstone Wealth Management, LLC | 7,974 | $413.0K | 0.04% | −186−2.3% | Reduced |