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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 7,986 | $413.0K | 0.47% | +7,986 | New |
| Eagle Asset Management Inc | 8,034 | $415.0K | 0.00% | −566−6.6% | Reduced |
| L2 Asset Management, LLC | 8,085 | $418.0K | 1.06% | −8,839−52.2% | Reduced |
| Piscataqua Savings Bank | 8,083 | $419.0K | 0.36% | −55−0.7% | Reduced |
| Enlightenment Research, LLC | 8,100 | $419.0K | 0.51% | +8,100 | New |
| Baker Ellis Asset Management LLC | 8,353 | $420.0K | 0.08% | +150+1.8% | Added |
| Institute for Wealth Management, LLC. | 8,109 | $420.0K | 0.07% | −61−0.7% | Reduced |
| Cypress Capital Group | 8,172 | $423.0K | 0.06% | +607+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 8,300 | $429.0K | 0.04% | −51−0.6% | Reduced |
| Regent Investment Management LLC | 8,282 | $429.0K | 0.10% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,347 | $432.0K | 0.10% | −1,346−13.9% | Reduced |
| Twin Capital Management Inc | 8,368 | $433.0K | 0.04% | +8,368 | New |
| DCM Advisors, LLC | 8,386 | $434.0K | 0.17% | +8,386 | New |
| Shakespeare Wealth Management, Inc. | 8,285 | $435.0K | 0.17% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,472 | $436.0K | 0.01% | +5,469+182.1% | Added |
| Jane Street Group, LLC | 8,483 | $439.0K | 0.00% | −7,678−47.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,473 | $439.0K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,479 | $439.0K | 0.02% | +185+2.2% | Added |
| Conning Inc. | 8,492 | $440.0K | 0.01% | −1,009−10.6% | Reduced |
| Farmers Trust Co | 8,387 | $440.0K | 0.10% | −20−0.2% | Reduced |
| Park Avenue Securities LLC | 8,495 | $440.0K | 0.01% | +851+11.1% | Added |
| United Bank | 8,507 | $441.0K | 0.06% | +244+3.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,553 | $443.0K | 0.03% | +8,553 | New |
| Drexel Morgan & Co. | 8,578 | $444.0K | 0.14% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $445.0K | 0.15% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,240 | $445.0K | 0.06% | −48−0.6% | Reduced |
| Nichols & Pratt Advisers LLP | 8,510 | $446.0K | 0.03% | −6,850−44.6% | Reduced |
| Great Valley Advisor Group, Inc. | 8,639 | $448.0K | 0.03% | +468+5.7% | Added |
| McDonald Partners LLC | 8,709 | $451.0K | 0.11% | +450+5.4% | Added |
| Covington Capital Management | 8,769 | $454.0K | 0.02% | −430−4.7% | Reduced |
| NTV Asset Management LLC | 8,763 | $454.0K | 0.08% | −213−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,814 | $456.0K | 0.01% | −69−0.8% | Reduced |
| Wade G W & Inc | 8,850 | $458.0K | 0.02% | −211−2.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,889 | $460.0K | 0.17% | −53−0.6% | Reduced |
| St Germain D J Co Inc | 8,883 | $460.0K | 0.03% | −50−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,895 | $460.0K | 0.03% | +8,895 | New |
| Wellington Management Group LLP | 8,916 | $462.0K | 0.00% | −5,875−39.7% | Reduced |
| Clearstead Advisors, LLC | 8,933 | $462.0K | 0.03% | +605+7.3% | Added |
| Financial Advisory Group | 8,937 | $463.0K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,939 | $463.0K | 0.03% | +1,183+15.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,982 | $465.0K | 0.33% | −69−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 8,802 | $465.0K | 0.26% | +10.0% | Added |
| Atwood & Palmer Inc | 9,025 | $467.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 9,072 | $470.0K | 0.11% | −1,954−17.7% | Reduced |
| Hutchinson Capital Management | 9,077 | $470.0K | 0.11% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9,071 | $473.8K | 0.17% | −150−1.6% | Reduced |
| Harbour Investments, Inc. | 9,150 | $474.0K | 0.02% | −253−2.7% | Reduced |
| Snowden Capital Advisors LLC | 9,170 | $474.6K | 0.02% | +247+2.8% | Added |
| Plante Moran Financial Advisors, LLC | 9,208 | $477.0K | 0.11% | +8,370+998.8% | Added |
| Tiemann Investment Advisors, LLC | 9,236 | $478.0K | 0.23% | +63+0.7% | Added |
| TCTC Holdings, LLC | 9,270 | $479.0K | 0.02% | −58,370−86.3% | Reduced |
| Boston Financial Mangement LLC | 9,316 | $482.0K | 0.02% | −200−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,377 | $485.0K | 0.03% | +424+4.7% | Added |
| TownSquare Capital, LLC | 9,474 | $490.0K | 0.01% | −84−0.9% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $491.0K | 0.05% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 9,545 | $494.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 9,581 | $495.0K | 0.09% | −5,867−38.0% | Reduced |
| Bard Financial Services, Inc. | 9,560 | $495.0K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 9,599 | $497.0K | 0.03% | −375−3.8% | Reduced |
| Beck Mack & Oliver LLC | 9,594 | $497.0K | 0.01% | −22−0.2% | Reduced |
| B. Riley Wealth Management, Inc. | 9,649 | $499.0K | 0.04% | −227−2.3% | Reduced |
| Symmetry Partners, LLC | 9,445 | $499.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 9,649 | $500.0K | 0.01% | −648−6.3% | Reduced |
| Sageworth Trust Co | 9,669 | $500.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,708 | $501.0K | 0.00% | −20,175−67.5% | Reduced |
| Ancora Advisors, LLC | 9,670 | $501.0K | 0.01% | −360−3.6% | Reduced |
| Peoples Financial Services Corp. | 9,695 | $501.0K | 0.21% | 00.0% | Unchanged |
| Diversified Trust Co | 9,707 | $502.0K | 0.02% | +2,388+32.6% | Added |
| Mid Atlantic Financial Management Inc | 9,714 | $503.0K | 0.03% | −350−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,778 | $506.0K | 0.01% | +1,818+22.8% | Added |
| Jacobi Capital Management LLC | 9,768 | $506.0K | 0.06% | +2,132+27.9% | Added |
| ICW Investment Advisors LLC | 9,821 | $508.0K | 0.33% | +1,327+15.6% | Added |
| Morningstar Investment Services LLC | 9,685 | $511.0K | 0.01% | −91,771−90.5% | Reduced |
| Verdence Capital Advisors LLC | 9,870 | $511.0K | 0.07% | −25−0.3% | Reduced |
| Chemung Canal Trust Co | 9,963 | $515.0K | 0.10% | −519−5.0% | Reduced |
| Independent Advisor Alliance | 9,960 | $516.0K | 0.03% | +732+7.9% | Added |
| Canal Insurance CO | 10,000 | $518.0K | 0.18% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 10,000 | $518.0K | 0.22% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $518.0K | 0.10% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,028 | $519.0K | 0.15% | −398−3.8% | Reduced |
| Greenleaf Trust | 10,055 | $520.0K | 0.01% | +520+5.5% | Added |
| Berkshire Bank | 10,073 | $521.0K | 0.13% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 10,092 | $522.0K | 0.01% | −1,178−10.5% | Reduced |
| Empirical Finance, LLC | 10,076 | $522.0K | 0.08% | +596+6.3% | Added |
| Rathbone Brothers plc | 10,110 | $523.0K | 0.01% | −645−6.0% | Reduced |
| Ferris Capital, LLC | 9,604 | $523.0K | 0.11% | +9,604 | New |
| Bank of the West | 10,151 | $526.0K | 0.05% | −666−6.2% | Reduced |
| Kore Private Wealth LLC | 10,169 | $526.0K | 0.06% | +1,715+20.3% | Added |
| Vestmark Advisory Solutions, Inc. | 10,189 | $527.0K | 0.04% | +457+4.7% | Added |
| Prospera Financial Services Inc | 10,196 | $528.0K | 0.03% | +10,196 | New |
| Sky Investment Group LLC | 10,217 | $529.0K | 0.12% | −100−1.0% | Reduced |
| Carret Asset Management, LLC | 10,323 | $534.0K | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 10,354 | $536.0K | 0.03% | −275−2.6% | Reduced |
| Bull Street Advisors, LLC | 10,402 | $538.0K | 0.28% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,403 | $538.0K | 0.37% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,439 | $541.0K | 0.07% | +1,094+11.7% | Added |
| First City Capital Management, Inc. | 10,470 | $542.0K | 0.31% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,536 | $545.0K | 0.03% | +10,536 | New |
| Cape Cod Five Cents Savings Bank | 10,617 | $549.0K | 0.06% | +3,144+42.1% | Added |
| Boston Trust Walden Corp | 10,624 | $550.0K | 0.00% | +247+2.4% | Added |