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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Claro Advisors LLC | 5,330 | $276.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 5,334 | $276.0K | 0.01% | +5,334 | New |
| Exane Derivatives | 5,284 | $273.5K | 0.07% | +5,263+25,061.9% | Added |
| Clear Harbor Asset Management, LLC | 5,220 | $270.0K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,194 | $268.8K | 0.02% | −944−15.4% | Reduced |
| Notis-McConarty Edward | 5,175 | $268.0K | 0.10% | 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 |
| Cobblestone Capital Advisors LLC | 5,130 | $266.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Aveo Capital Partners, LLC | 5,022 | $260.0K | 0.05% | +40+0.8% | 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 |
| 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 |
| 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 |
| Capstone Investment Advisors, LLC | 4,921 | $255.0K | 0.00% | +4,921 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Spinnaker Trust | 4,832 | $250.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| CFO4Life Group, LLC | 4,787 | $248.0K | 0.06% | +208+4.5% | Added |
| Harvest Fund Management Co., Ltd | 4,788 | $247.0K | 0.06% | +951+24.8% | 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 |
| 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 |
| 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 |
| 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 |
| Stock Yards Bank & Trust Co | 4,652 | $241.0K | 0.02% | +460+11.0% | 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 |
| Nicolet Bankshares Inc | 4,608 | $239.0K | 0.06% | +64+1.4% | Added |
| 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 |
| Minot Wealth Management LLC | 4,575 | $237.0K | 0.05% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 4,552 | $236.0K | 0.08% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,545 | $235.0K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,507 | $233.0K | 0.06% | +226+5.3% | Added |
| 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 |
| Grandfield & Dodd, LLC | 4,403 | $230.0K | 0.02% | −104−2.3% | Reduced |
| 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 |
| Whalerock Point Partners, LLC | 4,403 | $228.0K | 0.09% | −625−12.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $228.0K | 0.22% | −100−2.2% | Reduced |
| Rockland Trust Co | 4,400 | $228.0K | 0.02% | +196+4.7% | Added |
| Grove Bank & Trust | 4,393 | $228.0K | 0.05% | +4,393 | New |
| Main Street Financial Solutions, LLC | 4,369 | $226.0K | 0.03% | −129−2.9% | Reduced |
| Acropolis Investment Management, LLC | 4,457 | $226.0K | 0.03% | +20.0% | Added |
| Laidlaw Wealth Management LLC | 4,322 | $224.0K | 0.06% | −120−2.7% | Reduced |
| Wealthsource Partners, LLC | 4,299 | $223.0K | 0.02% | +4,299 | New |
| Peddock Capital Advisors, LLC | 4,280 | $222.0K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,270 | $221.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4,251 | $220.0K | 0.03% | +101+2.4% | Added |
| Equitable Trust Co | 4,232 | $219.0K | 0.01% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 4,228 | $219.0K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 4,240 | $219.0K | 0.01% | +4,240 | New |
| King Luther Capital Management Corp | 4,207 | $218.0K | 0.00% | −938−18.2% | Reduced |
| Edge Capital Group, LLC | 4,209 | $218.0K | 0.02% | −758−15.3% | Reduced |
| First Citizens Bank & Trust Co | 4,194 | $217.0K | 0.01% | −166−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,200 | $217.0K | 0.04% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,200 | $217.0K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,192 | $217.0K | 0.02% | +10.0% | Added |
| Smithfield Trust Co | 4,127 | $216.0K | 0.01% | −18−0.4% | Reduced |
| Mirova | 4,183 | $216.0K | 0.03% | +369+9.7% | Added |
| Harbor Investment Advisory, LLC | 4,152 | $215.0K | 0.03% | −233−5.3% | Reduced |
| Pavion Blue Capital, LLC | 4,154 | $215.0K | 0.13% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,134 | $215.0K | 0.14% | +4,134 | New |
| ARGI Investment Services, LLC | 4,068 | $211.0K | 0.01% | +4,068 | New |
| Aries Wealth Management | 4,080 | $211.0K | 0.09% | +4,080 | New |