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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 37,220 | $1.93M | 0.00% | +2,137+6.1% | Added |
| Shell Asset Management Co | 36,892 | $1.91M | 0.04% | +1,153+3.2% | Added |
| Essex Financial Services, Inc. | 36,850 | $1.91M | 0.22% | +7,487+25.5% | 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 |
| E. Ohman J:or Asset Management AB | 36,800 | $1.90M | 0.06% | +4,000+12.2% | Added |
| Birch Hill Investment Advisors LLC | 36,559 | $1.89M | 0.10% | −477−1.3% | Reduced |
| Bokf, NA | 36,519 | $1.89M | 0.03% | +36,519 | New |
| Ethic Inc. | 36,207 | $1.87M | 0.19% | +4,189+13.1% | Added |
| Headinvest, LLC | 36,157 | $1.87M | 0.35% | −350−1.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 35,465 | $1.87M | 0.05% | −1,578−4.3% | Reduced |
| Pacific Global Investment Management CO | 35,916 | $1.86M | 0.38% | +30.0% | Added |
| Cetera Advisors LLC | 35,633 | $1.84M | 0.04% | +6,848+23.8% | Added |
| ExodusPoint Capital Management, LP | 35,616 | $1.84M | 0.03% | +35,616 | New |
| Trexquant Investment LP | 35,428 | $1.83M | 0.15% | +35,428 | 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 |
| 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 |
| AdvisorShares Investments LLC | 34,820 | $1.80M | 0.28% | +34,820 | New |
| Whittier Trust Co | 34,610 | $1.79M | 0.03% | −435−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,368 | $1.78M | 0.01% | +34,368 | New |
| Boston Private Wealth LLC | 34,081 | $1.76M | 0.02% | −2,559−7.0% | Reduced |
| City Holding Co | 34,052 | $1.76M | 0.30% | +315+0.9% | Added |
| Matthew Goff Investment Advisor, LLC | 34,021 | $1.76M | 0.43% | −309−0.9% | Reduced |
| KCM Investment Advisors LLC | 34,005 | $1.76M | 0.07% | +4,188+14.0% | Added |
| Panagora Asset Management Inc | 33,760 | $1.75M | 0.01% | −488−1.4% | Reduced |
| Poehling Capital Management, LLC | 33,392 | $1.73M | 0.58% | −2,579−7.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 33,200 | $1.72M | 1.65% | +193+0.6% | Added |
| Blue Square Asset Management, LLC | 33,041 | $1.71M | 1.07% | +592+1.8% | Added |
| Sigma Planning Corp | 32,900 | $1.70M | 0.05% | +6,511+24.7% | Added |
| Intrinsic Edge Capital Management LLC | 32,506 | $1.68M | 0.12% | −96,000−74.7% | 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 |
| Three Peaks Capital Management, LLC | 31,855 | $1.65M | 0.55% | −26,415−45.3% | Reduced |
| Breiter Capital Management Inc | 31,735 | $1.64M | 0.94% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 31,408 | $1.63M | 0.31% | +100.0% | Added |
| Financial Advocates Investment Management | 31,076 | $1.61M | 0.11% | +866+2.9% | Added |
| Ieq Capital, LLC | 30,951 | $1.60M | 0.04% | −317−1.0% | Reduced |
| FineMark National Bank & Trust | 30,740 | $1.59M | 0.07% | −436−1.4% | Reduced |
| Cetera Investment Advisers | 30,594 | $1.58M | 0.03% | −1,374−4.3% | Reduced |
| Regentatlantic Capital LLC | 30,210 | $1.56M | 0.05% | +1,612+5.6% | Added |
| Palladium Partners LLC | 29,945 | $1.55M | 0.07% | −1,398−4.5% | Reduced |
| Savant Capital, LLC | 29,864 | $1.55M | 0.06% | −515−1.7% | Reduced |
| Central Trust Co | 29,259 | $1.51M | 0.05% | −1,316−4.3% | Reduced |
| Sawgrass Asset Management LLC | 29,137 | $1.51M | 0.15% | −4,459−13.3% | Reduced |
| 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 |
| Engineers Gate Manager LP | 28,477 | $1.47M | 0.08% | +28,477 | New |
| Wedbush Securities Inc | 28,438 | $1.47M | 0.07% | +4,018+16.5% | Added |
| Neville Rodie & Shaw Inc | 28,138 | $1.46M | 0.11% | −190−0.7% | Reduced |
| Segall Bryant & Hamill, LLC | 28,033 | $1.46M | 0.01% | +329+1.2% | Added |
| MD Financial Management Inc. | 28,046 | $1.45M | 0.04% | −10,571−27.4% | Reduced |
| Principle Wealth Partners LLC | 27,757 | $1.44M | 0.17% | +780+2.9% | Added |
| Waters Parkerson & Co., LLC | 27,733 | $1.44M | 0.08% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 27,567 | $1.43M | 0.18% | −2,700−8.9% | Reduced |
| Crestwood Advisors Group LLC | 27,350 | $1.42M | 0.04% | −617−2.2% | Reduced |
| Dowling & Yahnke LLC | 26,898 | $1.39M | 0.08% | −205−0.8% | Reduced |
| National Asset Management, Inc. | 27,053 | $1.39M | 0.04% | −1,321−4.7% | Reduced |
| Cigna Investments Inc | 26,615 | $1.38M | 0.10% | +850+3.3% | Added |
| Citizens Business Bank | 26,479 | $1.37M | 0.18% | −4,445−14.4% | Reduced |
| Winton Group Ltd | 26,112 | $1.35M | 0.08% | −19,660−43.0% | Reduced |
| Shilanski & Associates, Inc. | 26,034 | $1.35M | 0.63% | +948+3.8% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.35M | 0.06% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.35M | 0.18% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 25,791 | $1.33M | 0.34% | −88−0.3% | 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 |
| Northwestern Mutual Wealth Management Co | 25,728 | $1.33M | 0.00% | −70−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 25,575 | $1.32M | 0.03% | −10,336−28.8% | Reduced |
| Lavaca Capital LLC | 25,509 | $1.32M | 0.66% | +20.0% | Added |
| Avantax Advisory Services, Inc. | 25,289 | $1.31M | 0.02% | +2,309+10.0% | Added |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.30M | 0.34% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 25,000 | $1.29M | 4.92% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 24,877 | $1.29M | 0.07% | −590−2.3% | Reduced |
| Advisory Services Network, LLC | 24,859 | $1.29M | 0.04% | +831+3.5% | Added |
| Phoenix Holdings Ltd. | 24,261 | $1.28M | 0.02% | +1,125+4.9% | Added |
| IBM Retirement Fund | 24,590 | $1.27M | 0.10% | +60+0.2% | Added |
| Courier Capital LLC | 24,305 | $1.26M | 0.12% | −1,114−4.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 23,993 | $1.24M | 0.17% | +200+0.8% | Added |
| Benjamin Edwards Inc | 23,824 | $1.23M | 0.75% | +370+1.6% | Added |
| World Asset Management Inc | 23,720 | $1.23M | 0.12% | +208+0.9% | Added |
| Tower Bridge Advisors | 23,717 | $1.23M | 0.08% | −150−0.6% | Reduced |
| Scotia Capital Inc. | 23,663 | $1.23M | 0.01% | −1,240−5.0% | Reduced |
| International Assets Investment Management, LLC | 45,088 | $1.22M | 0.22% | +156+0.3% | Added |
| New England Research & Management, Inc. | 23,475 | $1.22M | 0.64% | −50−0.2% | Reduced |
| Brown Advisory Securities, LLC | 23,267 | $1.21M | 0.36% | +4,021+20.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,190 | $1.20M | 0.13% | +1,929+9.1% | Added |
| NorthCoast Asset Management LLC | 23,166 | $1.20M | 0.04% | −52−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 22,976 | $1.19M | 0.10% | −135,225−85.5% | Reduced |
| Walleye Trading LLC | 22,979 | $1.19M | 0.03% | −80,244−77.7% | Reduced |
| Garrison Point Advisors, LLC | 22,855 | $1.18M | 0.86% | +70+0.3% | Added |
| Bollard Group LLC | 22,707 | $1.18M | 0.04% | +70.0% | Added |
| Investment Management of Virginia LLC | 22,457 | $1.16M | 0.22% | +1,075+5.0% | Added |
| Allstate Corp | 22,401 | $1.16M | 0.05% | −2,617−10.5% | Reduced |
| Warther Private Wealth, LLC | 22,059 | $1.16M | 1.03% | +2,255+11.4% | Added |
| HAP Trading, LLC | 22,332 | $1.16M | 0.09% | +11,684+109.7% | Added |
| First Manhattan Co | 22,287 | $1.15M | 0.00% | −3,084−12.2% | Reduced |
| Vident Investment Advisory, LLC | 22,198 | $1.15M | 0.03% | −10,724−32.6% | Reduced |
| Investors Financial Group, LLC | 22,132 | $1.15M | 0.61% | −815−3.6% | Reduced |