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 |
|---|---|---|---|---|---|
| Commerce Bank | 191,833 | $9.93M | 0.07% | −2,597−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 189,487 | $9.81M | 0.20% | +3,884+2.1% | Added |
| USS Investment Management Ltd | 182,367 | $9.44M | 0.08% | +161,008+753.8% | Added |
| Credit Agricole S A | 177,215 | $9.17M | 0.33% | −1,600−0.9% | Reduced |
| Fayez Sarofim & Co | 176,273 | $9.12M | 0.03% | −9,777−5.3% | Reduced |
| Nomura Asset Management Co Ltd | 169,253 | $8.76M | 0.05% | −96,185−36.2% | Reduced |
| Churchill Management Corp | 168,017 | $8.70M | 0.13% | +4,622+2.8% | Added |
| Private Advisor Group, LLC | 165,621 | $8.57M | 0.05% | +36,007+27.8% | Added |
| Cutler Investment Counsel LLC | 159,350 | $8.25M | 1.30% | +1,575+1.0% | Added |
| Gulf International Bank (UK) Ltd | 158,717 | $8.21M | 0.11% | −1,613−1.0% | Reduced |
| Meyer Handelman Co | 157,625 | $8.16M | 0.33% | 00.0% | Unchanged |
| Utah Retirement Systems | 157,304 | $8.14M | 0.11% | −8,300−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 155,535 | $8.05M | 0.02% | −1,219−0.8% | Reduced |
| British Columbia Investment Management Corp | 152,734 | $7.91M | 0.05% | −390.0% | Reduced |
| Olstein Capital Management, L.P. | 152,000 | $7.87M | 0.96% | −46,000−23.2% | Reduced |
| Janney Montgomery Scott LLC | 150,876 | $7.81M | 0.03% | +8,837+6.2% | Added |
| Appian Way Asset Management LP | 150,700 | $7.80M | 3.32% | +150,700 | New |
| Cambridge Investment Research Advisors, Inc. | 147,963 | $7.66M | 0.04% | +18,765+14.5% | Added |
| M. Kraus & Co | 147,191 | $7.62M | 2.71% | −143−0.1% | Reduced |
| Two Sigma Advisers, LP | 146,600 | $7.59M | 0.02% | −961,700−86.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 146,413 | $7.58M | 0.13% | +15,700+12.0% | Added |
| Windward Capital Management Co | 146,249 | $7.57M | 0.70% | +110.0% | Added |
| Creative Planning | 144,941 | $7.50M | 0.01% | +487+0.3% | Added |
| Comerica Securities,inc. | 144,336 | $7.47M | 0.53% | +3,036+2.1% | Added |
| Kanawha Capital Management LLC | 142,394 | $7.37M | 0.68% | −3,577−2.5% | Reduced |
| Capital International Sarl | 142,271 | $7.36M | 0.65% | −851−0.6% | Reduced |
| MML Investors Services, LLC | 140,342 | $7.26M | 0.06% | +5,154+3.8% | Added |
| Calamos Wealth Management LLC | 139,804 | $7.24M | 0.58% | +1,132+0.8% | Added |
| Bradley Foster & Sargent Inc | 138,406 | $7.16M | 0.17% | +7,120+5.4% | Added |
| Punch & Associates Investment Management, Inc. | 138,266 | $7.16M | 0.41% | +264+0.2% | Added |
| Fiduciary Trust Co | 138,239 | $7.16M | 0.13% | −6,488−4.5% | Reduced |
| Martin Investment Management, LLC | 136,757 | $7.08M | 1.78% | −9,296−6.4% | Reduced |
| Myriad Asset Management Ltd. | 136,300 | $7.05M | 0.73% | +20,500+17.7% | Added |
| Texas Permanent School Fund | 134,045 | $6.94M | 0.09% | −1,659−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 132,725 | $6.87M | 0.04% | −30.0% | Reduced |
| Mackay Shields LLC | 132,270 | $6.85M | 0.06% | +3,878+3.0% | Added |
| CIBC Asset Management Inc | 131,971 | $6.83M | 0.03% | +58,296+79.1% | Added |
| Gamco Investors, Inc. Et Al | 129,845 | $6.72M | 0.06% | −4,050−3.0% | Reduced |
| ProShare Advisors LLC | 129,532 | $6.71M | 0.02% | +12,153+10.4% | Added |
| Synovus Financial Corp | 129,171 | $6.68M | 0.07% | −14,076−9.8% | Reduced |
| Neuberger Berman Group LLC | 134,500 | $6.67M | 0.01% | +1,261+0.9% | Added |
| Zacks Investment Management | 128,553 | $6.65M | 0.11% | +81,344+172.3% | Added |
| Aigen Investment Management, LP | 125,112 | $6.48M | 1.24% | +125,112 | New |
| Mariner, LLC | 124,086 | $6.42M | 0.03% | +12,466+11.2% | Added |
| D.A. Davidson & Co. | 123,983 | $6.42M | 0.07% | +1,439+1.2% | Added |
| Jefferies Group LLC | 122,850 | $6.36M | 0.15% | +122,850 | New |
| PGGM Investments | 121,718 | $6.30M | 0.03% | +75,743+164.7% | Added |
| Metropolitan Life Insurance Co | 120,078 | $6.22M | 0.09% | +1,019+0.9% | Added |
| Moody National Bank Trust Division | 117,777 | $6.10M | 0.09% | −128−0.1% | Reduced |
| Mutual of America Capital Management LLC | 114,066 | $5.90M | 0.06% | +7,153+6.7% | Added |
| Public Employees Retirement Association of Colorado | 113,665 | $5.88M | 0.03% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 113,471 | $5.87M | 1.29% | −2,766−2.4% | Reduced |
| HM Payson & Co | 113,251 | $5.86M | 0.14% | +83+0.1% | Added |
| American National Insurance Co | 112,769 | $5.84M | 0.22% | −75−0.1% | Reduced |
| Tufton Capital Management | 111,387 | $5.76M | 0.98% | −1,338−1.2% | Reduced |
| Davenport & Co LLC | 110,891 | $5.74M | 0.04% | −58,785−34.6% | Reduced |
| GPM Growth Investors, Inc. | 110,837 | $5.74M | 3.03% | −543−0.5% | Reduced |
| Bahl & Gaynor Inc | 109,900 | $5.69M | 0.03% | +512+0.5% | Added |
| BBVA USA | 109,326 | $5.66M | 0.33% | −2,583−2.3% | Reduced |
| IFM Investors Pty Ltd | 109,083 | $5.65M | 0.12% | +562+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,738 | $5.63M | 0.07% | +6,394+6.2% | Added |
| Capital Management Corp | 108,227 | $5.60M | 1.22% | −9,205−7.8% | Reduced |
| Evoke Wealth, LLC | 108,212 | $5.59M | 0.21% | −1,569−1.4% | Reduced |
| Connecticut Wealth Management, LLC | 106,809 | $5.53M | 0.48% | −657−0.6% | Reduced |
| Telos Capital Management, Inc. | 106,315 | $5.50M | 0.75% | +7,256+7.3% | Added |
| Clifford Swan Investment Counsel LLC | 105,196 | $5.49M | 0.20% | −19,964−16.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 104,418 | $5.41M | 0.38% | +121+0.1% | Added |
| Wesleyan Assurance Society | 101,500 | $5.25M | 0.67% | 00.0% | Unchanged |
| Close Asset Management Ltd | 101,319 | $5.24M | 0.26% | +4,500+4.6% | Added |
| Sargent Investment Group, LLC | 100,780 | $5.22M | 1.27% | +41,125+68.9% | Added |
| Mackenzie Financial Corp | 98,746 | $5.11M | 0.01% | +54,923+125.3% | Added |
| Regions Financial Corp | 98,726 | $5.11M | 0.04% | +341+0.3% | Added |
| Natixis Advisors, L.P. | 98,660 | $5.11M | 0.02% | +9,875+11.1% | Added |
| Seven Eight Capital, LP | 98,281 | $5.09M | 0.49% | +98,281 | New |
| Westpac Banking Corp | 97,412 | $5.04M | 0.05% | +4,312+4.6% | Added |
| Huber Capital Management LLC | 97,200 | $5.03M | 1.30% | +3,000+3.2% | Added |
| CapWealth Advisors, LLC | 94,647 | $4.90M | 0.54% | +927+1.0% | Added |
| TRH Financial, LLC | 92,113 | $4.77M | 1.88% | +25,599+38.5% | Added |
| Farmers & Merchants Investments Inc | 89,799 | $4.65M | 0.20% | −1,169−1.3% | Reduced |
| Huntington National Bank | 89,717 | $4.64M | 0.05% | −4,506−4.8% | Reduced |
| Nissay Asset Management Corp | 88,474 | $4.58M | 0.04% | +3,141+3.7% | Added |
| Cresset Asset Management, LLC | 87,657 | $4.54M | 0.06% | +2,171+2.5% | Added |
| Family Capital Trust Co | 86,771 | $4.49M | 1.28% | +30.0% | Added |
| Kestra Advisory Services, LLC | 86,155 | $4.46M | 0.04% | −24,759−22.3% | Reduced |
| Guggenheim Capital LLC | 85,280 | $4.42M | 0.03% | −4,286−4.8% | Reduced |
| Ingalls & Snyder LLC | 84,957 | $4.40M | 0.20% | −1,653−1.9% | Reduced |
| L & S Advisors Inc | 83,488 | $4.32M | 0.47% | −911−1.1% | Reduced |
| Hartford Investment Management Co | 81,076 | $4.20M | 0.12% | −4,944−5.7% | Reduced |
| Northwest Investment Counselors, LLC | 80,307 | $4.16M | 1.16% | −2,614−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 79,250 | $4.10M | 0.15% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 78,769 | $4.08M | 0.00% | +382+0.5% | Added |
| SG Americas Securities, LLC | 78,325 | $4.05M | 0.02% | +8,494+12.2% | Added |
| GAM Holding AG | 77,802 | $4.03M | 0.19% | −572−0.7% | Reduced |
| Lazard Asset Management LLC | 76,529 | $3.96M | 0.00% | −2,444−3.1% | Reduced |
| Gotham Asset Management, LLC | 75,965 | $3.93M | 0.16% | +62,513+464.7% | Added |
| Norinchukin Bank, The | 74,543 | $3.86M | 0.05% | +6,954+10.3% | Added |
| Wealthfront Advisers LLC | 74,296 | $3.85M | 0.02% | +14,321+23.9% | Added |
| Securian Asset Management, Inc | 74,144 | $3.84M | 0.08% | +3,591+5.1% | Added |
| Schroder Investment Management Group | 73,921 | $3.83M | 0.01% | −6,096−7.6% | Reduced |
| Hohimer Wealth Management, LLC | 73,753 | $3.82M | 0.80% | −1,026−1.4% | Reduced |