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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 10,705 | $554.0K | 0.01% | +3,625+51.2% | Added |
| Colonial Trust Advisors | 10,798 | $559.0K | 0.07% | −1,475−12.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,800 | $559.0K | 0.03% | −826−7.1% | Reduced |
| Mutual Advisors, LLC | 10,816 | $560.0K | 0.03% | +3,035+39.0% | Added |
| Tower Research Capital LLC (TRC) | 10,955 | $567.0K | 0.01% | −408−3.6% | Reduced |
| BTR Capital Management Inc | 11,005 | $570.0K | 0.07% | −3,300−23.1% | Reduced |
| Country Club Trust Company, n.a. | 10,811 | $571.0K | 0.05% | −1,475−12.0% | Reduced |
| Occudo Quantitative Strategies LP | 11,118 | $575.0K | 0.07% | +11,118 | New |
| Ledyard National Bank | 11,198 | $580.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 11,266 | $583.0K | 0.03% | +952+9.2% | Added |
| Berkshire Asset Management LLC | 11,278 | $584.0K | 0.04% | +2,204+24.3% | Added |
| Shayne & Co., LLC | 11,310 | $585.0K | 0.34% | −736−6.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 11,331 | $586.0K | 0.07% | +274+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,321 | $586.0K | 0.05% | +4,328+61.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,363 | $588.0K | 0.10% | +173+1.5% | Added |
| Charter Trust Co | 11,417 | $591.0K | 0.06% | −150−1.3% | Reduced |
| Security National Bank of Sioux City Iowa | 11,504 | $595.0K | 0.46% | −2,362−17.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,538 | $597.0K | 0.01% | −170−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 11,723 | $607.0K | 0.12% | −188−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,735 | $607.0K | 0.02% | +376+3.3% | Added |
| Flputnam Investment Management Co | 11,770 | $609.0K | 0.02% | −1,403−10.7% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $612.0K | 0.07% | −59−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 11,913 | $617.0K | 0.14% | −350−2.9% | Reduced |
| Dividend Assets Capital, LLC | 11,940 | $618.0K | 0.12% | −150−1.2% | Reduced |
| Fiduciary Group LLC | 11,559 | $621.0K | 0.07% | −26−0.2% | Reduced |
| Private Capital Group, LLC | 11,995 | $621.0K | 0.14% | +523+4.6% | Added |
| Fort, L.P. | 11,997 | $621.0K | 0.21% | +5,663+89.4% | Added |
| Meridian Management Co | 12,040 | $623.0K | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 12,167 | $630.0K | 0.02% | −5,587−31.5% | Reduced |
| Aldebaran Financial Inc. | 12,175 | $630.0K | 0.54% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,212 | $632.0K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 12,254 | $634.0K | 0.00% | −4,816−28.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,248 | $634.0K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 12,270 | $635.0K | 0.03% | +20.0% | Added |
| Wetherby Asset Management Inc | 12,293 | $636.0K | 0.04% | −143−1.1% | Reduced |
| Investment Advisory Services Inc | 12,477 | $646.0K | 0.40% | −99−0.8% | Reduced |
| Profund Advisors LLC | 12,581 | $651.0K | 0.02% | +828+7.0% | Added |
| GYL Financial Synergies, LLC | 12,625 | $653.0K | 0.33% | +1,181+10.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,814 | $663.0K | 0.03% | +30+0.2% | Added |
| Balasa Dinverno & Foltz LLC | 12,809 | $663.0K | 0.05% | +674+5.6% | Added |
| Lincoln National Corp | 12,935 | $670.0K | 0.01% | −266−2.0% | Reduced |
| CAPROCK Group, Inc. | 12,938 | $670.0K | 0.06% | +676+5.5% | Added |
| Chicago Capital, LLC | 13,037 | $675.0K | 0.03% | +300+2.4% | Added |
| Excalibur Management Corp | 13,062 | $676.0K | 0.30% | +960+7.9% | Added |
| Groesbeck Investment Management Corp | 13,071 | $677.0K | 0.78% | −3,225−19.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,877 | $681.0K | 0.04% | −2,697−16.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 13,212 | $682.0K | 0.17% | +13,212 | New |
| Carroll Financial Associates, Inc. | 13,219 | $684.0K | 0.04% | −245−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 13,231 | $685.0K | 0.03% | +1,320+11.1% | Added |
| Journey Advisory Group, LLC | 13,267 | $687.0K | 0.22% | −553−4.0% | Reduced |
| Forte Capital LLC | 13,279 | $687.0K | 0.09% | +50+0.4% | Added |
| Flagship Harbor Advisors, LLC | 14,249 | $693.0K | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 13,423 | $695.0K | 0.23% | −252−1.8% | Reduced |
| Paloma Partners Management Co | 13,444 | $696.0K | 0.03% | +3,149+30.6% | Added |
| Pensionfund DSM Netherlands | 13,500 | $699.0K | 0.09% | +13,500 | New |
| Werlinich Asset Management, LLC | 13,575 | $702.6K | 0.57% | +950+7.5% | Added |
| Sowell Financial Services LLC | 13,576 | $703.0K | 0.05% | −5,680−29.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 13,664 | $707.0K | 0.01% | +83+0.6% | Added |
| Aull & Monroe Investment Management Corp | 13,706 | $710.0K | 0.35% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,783 | $713.0K | 0.03% | −4,498−24.6% | Reduced |
| Means Investment Co., Inc. | 13,822 | $715.0K | 0.14% | +1,001+7.8% | Added |
| Security National Bank of So Dak | 13,821 | $715.0K | 0.55% | +1,872+15.7% | Added |
| Pitcairn Co | 13,903 | $719.0K | 0.05% | −288−2.0% | Reduced |
| Papp L Roy & Associates | 13,911 | $720.0K | 0.09% | −399−2.8% | Reduced |
| Allred Capital Management, LLC | 13,917 | $720.0K | 0.38% | −60.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,937 | $721.0K | 0.05% | +1,366+10.9% | Added |
| Vontobel Holding Ltd. | 13,978 | $724.0K | 0.01% | −3,562−20.3% | Reduced |
| Benedict Financial Advisors Inc | 13,983 | $724.0K | 0.20% | +13+0.1% | Added |
| Everett Harris & Co | 14,021 | $726.0K | 0.01% | −100−0.7% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $729.0K | 0.87% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 14,201 | $732.0K | 0.20% | −185−1.3% | Reduced |
| Ascension Asset Management LLC | 14,176 | $734.0K | 0.48% | 00.0% | Unchanged |
| Transform Wealth, LLC | 14,196 | $735.0K | 0.08% | −2,105−12.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,317 | $741.0K | 0.09% | −559−3.8% | Reduced |
| Ar Asset Management Inc | 14,400 | $745.0K | 0.21% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,448 | $748.0K | 0.01% | −4,857−25.2% | Reduced |
| True North Advisors, LLC | 14,554 | $753.0K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,574 | $754.0K | 0.05% | +2,363+19.4% | Added |
| South State Corp. | 14,666 | $759.0K | 0.06% | −307−2.1% | Reduced |
| Compton Capital Management Inc | 14,694 | $761.0K | 0.22% | −100−0.7% | Reduced |
| Assenagon Asset Management S.A. | 14,729 | $762.0K | 0.00% | +9,413+177.1% | Added |
| Fieldpoint Private Securities, LLC | 14,750 | $763.0K | 0.17% | +818+5.9% | Added |
| Frontier Wealth Management LLC | 14,826 | $767.0K | 0.05% | −510−3.3% | Reduced |
| Bath Savings Trust Co | 14,997 | $776.0K | 0.09% | +419+2.9% | Added |
| Baldwin Investment Management, LLC | 15,167 | $785.0K | 0.14% | +100+0.7% | Added |
| Home Federal Bank of Tennessee | 15,254 | $790.0K | 0.29% | −10−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 15,380 | $796.0K | 0.03% | +9,284+152.3% | Added |
| Pendal Group Limited | 15,401 | $797.0K | 0.01% | +6,025+64.3% | Added |
| ELCO Management Co., LLC | 15,512 | $803.0K | 0.62% | +800+5.4% | Added |
| Columbia Asset Management | 15,622 | $809.0K | 0.18% | +499+3.3% | Added |
| TrinityPoint Wealth, LLC | 15,723 | $814.0K | 0.16% | +660+4.4% | Added |
| Foster & Motley Inc | 15,749 | $815.0K | 0.07% | −705−4.3% | Reduced |
| Valley Brook Capital Group | 15,760 | $815.0K | 0.81% | +10.0% | Added |
| Trust Co of Virginia | 15,748 | $815.0K | 0.09% | +1,640+11.6% | Added |
| Los Angeles Capital Management LLC | 15,777 | $817.0K | 0.00% | −10,855−40.8% | Reduced |
| Westhampton Capital, LLC | 15,862 | $821.0K | 0.56% | −175−1.1% | Reduced |
| Bryn Mawr Trust Co | 15,855 | $821.0K | 0.03% | +1,200+8.2% | Added |
| Capital City Trust Co | 15,921 | $824.0K | 0.26% | +132+0.8% | Added |
| Bragg Financial Advisors, Inc | 15,975 | $827.0K | 0.05% | −1,180−6.9% | Reduced |
| Spire Wealth Management | 16,040 | $830.0K | 0.02% | +1,262+8.5% | Added |