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 |
|---|---|---|---|---|---|
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.30M | 0.34% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 25,289 | $1.31M | 0.02% | +2,309+10.0% | Added |
| Lavaca Capital LLC | 25,509 | $1.32M | 0.66% | +20.0% | Added |
| Beacon Pointe Advisors, LLC | 25,575 | $1.32M | 0.03% | −10,336−28.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,728 | $1.33M | 0.00% | −70−0.3% | Reduced |
| Simplex Trading, LLC | 27,353 | $1.33M | 0.05% | +598+2.2% | Added |
| Busey Wealth Management | 25,766 | $1.33M | 0.05% | +6,085+30.9% | Added |
| Hartford Financial Management Inc. | 25,791 | $1.33M | 0.34% | −88−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.35M | 0.18% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $1.35M | 0.06% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 26,034 | $1.35M | 0.63% | +948+3.8% | Added |
| Winton Group Ltd | 26,112 | $1.35M | 0.08% | −19,660−43.0% | Reduced |
| Citizens Business Bank | 26,479 | $1.37M | 0.18% | −4,445−14.4% | Reduced |
| Cigna Investments Inc | 26,615 | $1.38M | 0.10% | +850+3.3% | Added |
| National Asset Management, Inc. | 27,053 | $1.39M | 0.04% | −1,321−4.7% | Reduced |
| Dowling & Yahnke LLC | 26,898 | $1.39M | 0.08% | −205−0.8% | Reduced |
| Crestwood Advisors Group LLC | 27,350 | $1.42M | 0.04% | −617−2.2% | Reduced |
| Fishman Jay A Ltd | 27,567 | $1.43M | 0.18% | −2,700−8.9% | Reduced |
| Waters Parkerson & Co., LLC | 27,733 | $1.44M | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 27,757 | $1.44M | 0.17% | +780+2.9% | Added |
| MD Financial Management Inc. | 28,046 | $1.45M | 0.04% | −10,571−27.4% | Reduced |
| Segall Bryant & Hamill, LLC | 28,033 | $1.46M | 0.01% | +329+1.2% | Added |
| Neville Rodie & Shaw Inc | 28,138 | $1.46M | 0.11% | −190−0.7% | Reduced |
| Wedbush Securities Inc | 28,438 | $1.47M | 0.07% | +4,018+16.5% | Added |
| Engineers Gate Manager LP | 28,477 | $1.47M | 0.08% | +28,477 | New |
| South Dakota Investment Council | 29,059 | $1.50M | 0.03% | −1,400−4.6% | Reduced |
| Delta Financial Advisors LLC | 29,059 | $1.50M | 0.67% | −39−0.1% | Reduced |
| Sawgrass Asset Management LLC | 29,137 | $1.51M | 0.15% | −4,459−13.3% | Reduced |
| Central Trust Co | 29,259 | $1.51M | 0.05% | −1,316−4.3% | Reduced |
| Savant Capital, LLC | 29,864 | $1.55M | 0.06% | −515−1.7% | Reduced |
| Palladium Partners LLC | 29,945 | $1.55M | 0.07% | −1,398−4.5% | Reduced |
| Regentatlantic Capital LLC | 30,210 | $1.56M | 0.05% | +1,612+5.6% | Added |
| Cetera Investment Advisers | 30,594 | $1.58M | 0.03% | −1,374−4.3% | Reduced |
| FineMark National Bank & Trust | 30,740 | $1.59M | 0.07% | −436−1.4% | Reduced |
| Ieq Capital, LLC | 30,951 | $1.60M | 0.04% | −317−1.0% | Reduced |
| Financial Advocates Investment Management | 31,076 | $1.61M | 0.11% | +866+2.9% | Added |
| Curbstone Financial Management Corp | 31,408 | $1.63M | 0.31% | +100.0% | Added |
| Breiter Capital Management Inc | 31,735 | $1.64M | 0.94% | 00.0% | Unchanged |
| Three Peaks Capital Management, LLC | 31,855 | $1.65M | 0.55% | −26,415−45.3% | Reduced |
| Veracity Capital LLC | 32,466 | $1.68M | 0.73% | +1,078+3.4% | Added |
| Montecito Bank & Trust | 32,453 | $1.68M | 0.33% | +4,498+16.1% | Added |
| Intrinsic Edge Capital Management LLC | 32,506 | $1.68M | 0.12% | −96,000−74.7% | Reduced |
| Sigma Planning Corp | 32,900 | $1.70M | 0.05% | +6,511+24.7% | Added |
| Blue Square Asset Management, LLC | 33,041 | $1.71M | 1.07% | +592+1.8% | Added |
| Leverage Partners Absolute Return Fund SPC | 33,200 | $1.72M | 1.65% | +193+0.6% | Added |
| Poehling Capital Management, LLC | 33,392 | $1.73M | 0.58% | −2,579−7.2% | Reduced |
| Panagora Asset Management Inc | 33,760 | $1.75M | 0.01% | −488−1.4% | Reduced |
| KCM Investment Advisors LLC | 34,005 | $1.76M | 0.07% | +4,188+14.0% | Added |
| Matthew Goff Investment Advisor, LLC | 34,021 | $1.76M | 0.43% | −309−0.9% | Reduced |
| City Holding Co | 34,052 | $1.76M | 0.30% | +315+0.9% | Added |
| Boston Private Wealth LLC | 34,081 | $1.76M | 0.02% | −2,559−7.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,368 | $1.78M | 0.01% | +34,368 | New |
| Whittier Trust Co | 34,610 | $1.79M | 0.03% | −435−1.2% | Reduced |
| AdvisorShares Investments LLC | 34,820 | $1.80M | 0.28% | +34,820 | New |
| Proequities, Inc. | 35,097 | $1.82M | 0.11% | −327−0.9% | Reduced |
| Strategic Capital Advisers, Inc. | 35,100 | $1.82M | 1.41% | +35,100 | New |
| Meiji Yasuda Life Insurance Co | 35,296 | $1.83M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35,304 | $1.83M | 0.07% | +3,425+10.7% | Added |
| Trexquant Investment LP | 35,428 | $1.83M | 0.15% | +35,428 | New |
| ExodusPoint Capital Management, LP | 35,616 | $1.84M | 0.03% | +35,616 | New |
| Cetera Advisors LLC | 35,633 | $1.84M | 0.04% | +6,848+23.8% | Added |
| Pacific Global Investment Management CO | 35,916 | $1.86M | 0.38% | +30.0% | Added |
| Lazard Freres Gestion S.A.S. | 35,465 | $1.87M | 0.05% | −1,578−4.3% | Reduced |
| Headinvest, LLC | 36,157 | $1.87M | 0.35% | −350−1.0% | Reduced |
| Ethic Inc. | 36,207 | $1.87M | 0.19% | +4,189+13.1% | Added |
| Bokf, NA | 36,519 | $1.89M | 0.03% | +36,519 | New |
| Birch Hill Investment Advisors LLC | 36,559 | $1.89M | 0.10% | −477−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 36,800 | $1.90M | 0.06% | +4,000+12.2% | Added |
| Burney Co | 36,800 | $1.91M | 0.09% | −10,532−22.3% | Reduced |
| MUFG Americas Holdings Corp | 36,817 | $1.91M | 0.04% | −4,180−10.2% | Reduced |
| Essex Financial Services, Inc. | 36,850 | $1.91M | 0.22% | +7,487+25.5% | Added |
| Shell Asset Management Co | 36,892 | $1.91M | 0.04% | +1,153+3.2% | Added |
| Thrivent Financial for Lutherans | 37,220 | $1.93M | 0.00% | +2,137+6.1% | Added |
| Bartlett & Co. LLC | 37,371 | $1.93M | 0.04% | −4,330−10.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,371 | $1.93M | 0.04% | −4,330−10.4% | Reduced |
| Fulcrum Asset Management LLP | – | $1.96M | 0.97% | – | – |
| FORA Capital, LLC | 37,952 | $1.96M | 0.50% | −15,113−28.5% | Reduced |
| Glenview Trust Co | 38,028 | $1.97M | 0.08% | −4,360−10.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,199 | $2.03M | 0.03% | −1,806−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,409 | $2.04M | 0.04% | +2,314+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,523 | $2.05M | 0.10% | +238+0.6% | Added |
| Moors & Cabot, Inc. | 39,906 | $2.07M | 0.13% | +1,439+3.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.07M | 0.56% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 40,029 | $2.07M | 0.05% | −25−0.1% | Reduced |
| NBT Bank N A | 40,465 | $2.09M | 0.29% | −1,214−2.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 40,990 | $2.12M | 1.31% | −2,098−4.9% | Reduced |
| IMA Wealth, Inc. | 41,421 | $2.14M | 0.51% | +79+0.2% | Added |
| Advisor Partners LLC | 41,569 | $2.15M | 0.15% | −446−1.1% | Reduced |
| Canandaigua National Corp | 41,822 | $2.17M | 0.35% | −1,982−4.5% | Reduced |
| XXEC, Inc. | 42,515 | $2.20M | 1.67% | −603−1.4% | Reduced |
| YHB Investment Advisors, Inc. | 42,609 | $2.21M | 0.19% | +944+2.3% | Added |
| Prospector Partners LLC | 42,780 | $2.21M | 0.28% | −850−1.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 43,125 | $2.23M | 0.24% | −4,986−10.4% | Reduced |
| Bridgeway Capital Management, LLC | 43,340 | $2.24M | 0.04% | −30,710−41.5% | Reduced |
| Banque Cantonale Vaudoise | 43,532 | $2.25M | 0.10% | +29,400+208.0% | Added |
| Parsons Capital Management Inc | 43,687 | $2.26M | 0.18% | −1,025−2.3% | Reduced |
| Monarch Capital Management Inc | 43,706 | $2.26M | 0.63% | +252+0.6% | Added |
| Gilman Hill Asset Management, LLC | 43,791 | $2.27M | 0.58% | +1,105+2.6% | Added |
| Qube Research & Technologies Ltd | 44,187 | $2.29M | 0.03% | +44,187 | New |
| Twinbeech Capital LP | 45,543 | $2.36M | 0.17% | +45,543 | New |