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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 73,653 | $3.81M | 0.08% | −19,127−20.6% | Reduced |
| Blueshift Asset Management, LLC | 73,328 | $3.79M | 0.21% | +73,328 | New |
| Raymond James Trust N.A. | 73,274 | $3.79M | 0.13% | −112−0.2% | Reduced |
| Wolverine Trading, LLC | 71,737 | $3.79M | 0.08% | +28,166+64.6% | Added |
| Millennium Management LLC | 73,060 | $3.78M | 0.01% | +1,256+1.7% | Added |
| Man Group plc | 72,860 | $3.77M | 0.01% | −172,646−70.3% | Reduced |
| ING Groep NV | 72,847 | $3.77M | 0.05% | +5,758+8.6% | Added |
| Brown Brothers Harriman & Co | 70,582 | $3.65M | 0.02% | +1,862+2.7% | Added |
| Lee Danner & Bass Inc | 68,680 | $3.56M | 0.33% | −1,210−1.7% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.55M | 0.10% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 66,838 | $3.46M | 0.15% | −12,770−16.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,842 | $3.46M | 0.01% | −1,268−1.9% | Reduced |
| Delta Capital Management LLC | 66,392 | $3.44M | 2.14% | −70−0.1% | Reduced |
| Captrust Financial Advisors | 65,982 | $3.42M | 0.03% | +6,598+11.1% | Added |
| Patten Group, Inc. | 64,616 | $3.35M | 0.98% | +636+1.0% | Added |
| Cohen Capital Management, Inc. | 64,090 | $3.32M | 0.58% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 63,285 | $3.28M | 0.11% | −1,421−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 63,265 | $3.27M | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 63,155 | $3.27M | 0.07% | +22,694+56.1% | Added |
| Blair William & Co | 63,065 | $3.26M | 0.01% | +9,728+18.2% | Added |
| Gabelli Funds LLC | 63,000 | $3.26M | 0.02% | −13,500−17.6% | Reduced |
| Wesbanco Bank Inc | 62,362 | $3.23M | 0.12% | −2,199−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 61,676 | $3.19M | 0.13% | +5,778+10.3% | Added |
| AMG National Trust Bank | 61,251 | $3.17M | 0.10% | +140+0.2% | Added |
| Atria Investments LLC | 60,552 | $3.13M | 0.06% | +3,179+5.5% | Added |
| K.J. Harrison & Partners Inc | 60,000 | $3.12M | 0.45% | +20,000+50.0% | Added |
| CIBC World Markets Inc. | 60,220 | $3.12M | 0.01% | +2,913+5.1% | Added |
| Stephens Inc | 60,175 | $3.12M | 0.05% | −2,525−4.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 58,700 | $3.10M | 0.05% | +1,600+2.8% | Added |
| JB Capital LLC | 59,846 | $3.10M | 0.40% | +59,846 | New |
| Hall Laurie J Trustee | 59,845 | $3.10M | 1.20% | +600+1.0% | Added |
| Tredje AP-fonden | 59,780 | $3.09M | 0.06% | 00.0% | Unchanged |
| CSM Advisors, LLC | 59,410 | $3.08M | 0.23% | +400+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $3.07M | 0.93% | +322+0.5% | Added |
| Evercore Wealth Management, LLC | 59,132 | $3.06M | 0.06% | +102+0.2% | Added |
| Silvercrest Asset Management Group LLC | 58,811 | $3.04M | 0.02% | −21,425−26.7% | Reduced |
| Pinebridge Investments, L.P. | 58,408 | $3.02M | 0.04% | +22,821+64.1% | Added |
| United Capital Financial Advisers, LLC | 58,031 | $3.00M | 0.02% | +3,797+7.0% | Added |
| Elo Mutual Pension Insurance Co | 57,836 | $2.99M | 0.10% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 57,505 | $2.98M | 0.84% | +21,005+57.5% | Added |
| Mercer Global Advisors Inc | 57,276 | $2.96M | 0.02% | +15,742+37.9% | Added |
| Souders Financial Advisors | 56,949 | $2.95M | 0.95% | +758+1.3% | Added |
| Cetera Advisor Networks LLC | 56,416 | $2.92M | 0.04% | +19,123+51.3% | Added |
| Candriam Luxembourg S.C.A. | 54,617 | $2.83M | 0.02% | −2,168−3.8% | Reduced |
| Heritage Investors Management Corp | 54,461 | $2.82M | 0.12% | −242−0.4% | Reduced |
| Louisiana State Employees Retirement System | 54,000 | $2.79M | 0.07% | +3,100+6.1% | Added |
| Stratos Wealth Partners, LTD. | 53,738 | $2.78M | 0.07% | +1,322+2.5% | Added |
| Eqis Capital Management, Inc. | 53,564 | $2.77M | 0.21% | −6,691−11.1% | Reduced |
| New Mexico Educational Retirement Board | 53,417 | $2.77M | 0.10% | −1,100−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,805 | $2.73M | 0.04% | −2,200−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 52,665 | $2.73M | 0.06% | +10,846+25.9% | Added |
| Triasima Portfolio Management inc. | 52,485 | $2.72M | 0.15% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $2.71M | 1.32% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 51,883 | $2.69M | 0.13% | +4,316+9.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,801 | $2.68M | 0.06% | −111−0.2% | Reduced |
| Cinctive Capital Management LP | 51,400 | $2.66M | 0.15% | +51,400 | New |
| McMillion Capital Management Inc | 51,065 | $2.64M | 1.55% | −1,393−2.7% | Reduced |
| Achmea Investment Management B.V. | 50,429 | $2.61M | 0.08% | +1,688+3.5% | Added |
| Cullinan Associates Inc | 49,000 | $2.54M | 0.14% | 00.0% | Unchanged |
| CIBC World Markets Corp | 48,914 | $2.53M | 0.02% | −7,802−13.8% | Reduced |
| PEAK6 Investments LLC | 48,820 | $2.53M | 0.05% | −2,412−4.7% | Reduced |
| Macquarie Group Ltd | 48,484 | $2.51M | 0.00% | −17,254−26.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,173 | $2.49M | 0.01% | −13,021−21.3% | Reduced |
| Argent Trust Co | 47,686 | $2.47M | 0.16% | −68−0.1% | Reduced |
| Veritable, L.P. | 47,344 | $2.45M | 0.04% | −137−0.3% | Reduced |
| Woodstock Corp | 47,179 | $2.44M | 0.28% | −674−1.4% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.42M | 0.21% | −324−0.7% | Reduced |
| Daiwa Securities Group Inc. | 46,767 | $2.42M | 0.02% | +2,435+5.5% | Added |
| Cunning Capital Partners, LP | 46,470 | $2.40M | 1.27% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 46,430 | $2.40M | 0.03% | −215−0.5% | Reduced |
| Tiaa, FSB | 45,994 | $2.38M | 0.01% | −1,795−3.8% | Reduced |
| Trust Co of Vermont | 45,890 | $2.38M | 0.17% | −1,360−2.9% | Reduced |
| STRS Ohio | 45,888 | $2.38M | 0.01% | −7,111−13.4% | Reduced |
| Twinbeech Capital LP | 45,543 | $2.36M | 0.17% | +45,543 | New |
| Qube Research & Technologies Ltd | 44,187 | $2.29M | 0.03% | +44,187 | New |
| Gilman Hill Asset Management, LLC | 43,791 | $2.27M | 0.58% | +1,105+2.6% | Added |
| Monarch Capital Management Inc | 43,706 | $2.26M | 0.63% | +252+0.6% | Added |
| Parsons Capital Management Inc | 43,687 | $2.26M | 0.18% | −1,025−2.3% | Reduced |
| Banque Cantonale Vaudoise | 43,532 | $2.25M | 0.10% | +29,400+208.0% | Added |
| Bridgeway Capital Management, LLC | 43,340 | $2.24M | 0.04% | −30,710−41.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 43,125 | $2.23M | 0.24% | −4,986−10.4% | Reduced |
| Prospector Partners LLC | 42,780 | $2.21M | 0.28% | −850−1.9% | Reduced |
| YHB Investment Advisors, Inc. | 42,609 | $2.21M | 0.19% | +944+2.3% | Added |
| XXEC, Inc. | 42,515 | $2.20M | 1.67% | −603−1.4% | Reduced |
| Canandaigua National Corp | 41,822 | $2.17M | 0.35% | −1,982−4.5% | Reduced |
| Advisor Partners LLC | 41,569 | $2.15M | 0.15% | −446−1.1% | Reduced |
| IMA Wealth, Inc. | 41,421 | $2.14M | 0.51% | +79+0.2% | Added |
| Woodard & Co Asset Management Group Inc | 40,990 | $2.12M | 1.31% | −2,098−4.9% | Reduced |
| NBT Bank N A | 40,465 | $2.09M | 0.29% | −1,214−2.9% | Reduced |
| Gofen & Glossberg LLC | 40,029 | $2.07M | 0.05% | −25−0.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.07M | 0.56% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 39,906 | $2.07M | 0.13% | +1,439+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,523 | $2.05M | 0.10% | +238+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,409 | $2.04M | 0.04% | +2,314+6.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,199 | $2.03M | 0.03% | −1,806−4.4% | Reduced |
| Glenview Trust Co | 38,028 | $1.97M | 0.08% | −4,360−10.3% | Reduced |
| FORA Capital, LLC | 37,952 | $1.96M | 0.50% | −15,113−28.5% | Reduced |
| Fulcrum Asset Management LLP | – | $1.96M | 0.97% | – | – |
| Bartlett & Co. Wealth Management LLC | 37,371 | $1.93M | 0.04% | −4,330−10.4% | Reduced |
| Bartlett & Co. LLC | 37,371 | $1.93M | 0.04% | −4,330−10.4% | Reduced |