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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 22,060 | $1.14M | 0.20% | +425+2.0% | Added |
| JustInvest LLC | 22,058 | $1.14M | 0.10% | +3,128+16.5% | Added |
| HighPoint Advisor Group LLC | 21,803 | $1.13M | 0.11% | +5,403+32.9% | Added |
| AE Wealth Management LLC | 21,714 | $1.12M | 0.01% | +663+3.1% | Added |
| Van Leeuwen & Company, LLC | 21,551 | $1.11M | 0.68% | −1,050−4.6% | Reduced |
| Roberts Glore & Co Inc | 21,499 | $1.11M | 0.34% | −190−0.9% | Reduced |
| Perigon Wealth Management, LLC | 21,487 | $1.11M | 0.10% | +196+0.9% | Added |
| MAI Capital Management | 21,489 | $1.11M | 0.02% | +625+3.0% | Added |
| Financial Counselors Inc | 21,463 | $1.11M | 0.02% | +56+0.3% | Added |
| Wilen Investment Management Corp. | 21,524 | $1.11M | 0.91% | 00.0% | Unchanged |
| Advisor Resource Council | 21,336 | $1.10M | 0.34% | −36,675−63.2% | Reduced |
| Johnson Investment Counsel Inc | 21,175 | $1.10M | 0.01% | +1,070+5.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $1.09M | 0.03% | 00.0% | Unchanged |
| Selway Asset Management | 20,915 | $1.08M | 0.59% | +600+3.0% | Added |
| Strong Tower Advisory Services | 21,208 | $1.08M | 0.63% | +21,208 | New |
| Aureus Asset Management, LLC | 20,725 | $1.07M | 0.07% | 00.0% | Unchanged |
| Wendell David Associates Inc | 20,660 | $1.07M | 0.12% | +620+3.1% | Added |
| Abbrea Capital, LLC | 20,251 | $1.05M | 0.16% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 20,210 | $1.05M | 0.05% | +20,210 | New |
| Choate Investment Advisors | 20,166 | $1.04M | 0.07% | −120−0.6% | Reduced |
| Seelaus Asset Management LLC | 20,085 | $1.04M | 0.61% | −100.0% | Reduced |
| Lipe & Dalton | 19,913 | $1.03M | 0.53% | −534−2.6% | Reduced |
| Symphony Financial, Ltd. Co. | 19,406 | $1.03M | 0.36% | +19,406 | New |
| Legend Financial Advisors, Inc. | 19,809 | $1.02M | 0.65% | +19,809 | New |
| Caldwell Trust Co | 19,783 | $1.02M | 0.13% | +444+2.3% | Added |
| American Portfolios Advisors | 19,779 | $1.02M | 0.04% | +633+3.3% | Added |
| Everence Capital Management Inc | 19,460 | $1.01M | 0.08% | 00.0% | Unchanged |
| Graypoint LLC | 19,417 | $1.00M | 0.12% | −468−2.4% | Reduced |
| Bridges Investment Management Inc | 19,293 | $998.0K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 19,174 | $992.0K | 0.15% | +1,235+6.9% | Added |
| Resources Management Corp | 19,153 | $991.0K | 0.14% | −725−3.6% | Reduced |
| Patten & Patten Inc | 19,036 | $985.0K | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $983.0K | 0.20% | 00.0% | Unchanged |
| Bessemer Group Inc | 18,864 | $976.0K | 0.00% | −3,037−13.9% | Reduced |
| Shelton Capital Management | 18,564 | $961.0K | 0.04% | −20−0.1% | Reduced |
| Corient Capital Partners, LLC | 18,451 | $955.0K | 0.07% | +634+3.6% | Added |
| Estabrook Capital Management | 18,436 | $954.2K | 0.15% | −75−0.4% | Reduced |
| Washington Trust Co | 18,349 | $950.0K | 0.03% | −418−2.2% | Reduced |
| Buffington Mohr McNeal | 18,059 | $935.0K | 0.18% | +638+3.7% | Added |
| Ellis Investment Partners, LLC | 18,007 | $932.0K | 0.24% | −7,852−30.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,000 | $931.4K | 0.01% | −2,036−10.2% | Reduced |
| Toroso Investments, LLC | 17,796 | $922.0K | 0.03% | +3,522+24.7% | Added |
| Sandy Spring Bank | 17,781 | $920.0K | 0.05% | −2,002−10.1% | Reduced |
| Trust Co of Toledo NA | 17,707 | $917.0K | 0.15% | −695−3.8% | Reduced |
| Curated Wealth Partners LLC | 17,652 | $914.0K | 0.51% | 00.0% | Unchanged |
| Simmons Bank | 17,634 | $913.0K | 0.07% | −895−4.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,497 | $906.0K | 0.08% | −371−2.1% | Reduced |
| Miller Investment Management, LP | 17,500 | $906.0K | 0.16% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 17,460 | $904.0K | 0.33% | +1,801+11.5% | Added |
| TRUE Private Wealth Advisors | 17,441 | $902.0K | 0.13% | −261−1.5% | Reduced |
| FIL Ltd | 17,422 | $902.0K | 0.00% | +17,422 | New |
| Pinnacle Associates Ltd | 17,380 | $900.0K | 0.02% | −225−1.3% | Reduced |
| Burns J W & Co Inc | 17,082 | $884.0K | 0.14% | −3,399−16.6% | Reduced |
| Atlantic Union Bankshares Corp | 17,064 | $883.0K | 0.08% | −500−2.8% | Reduced |
| Maven Securities LTD | 16,937 | $877.0K | 0.10% | +16,937 | New |
| Squarepoint Ops LLC | 16,925 | $876.0K | 0.01% | +5,092+43.0% | Added |
| Parsec Financial Management, Inc. | 15,893 | $871.0K | 0.04% | +232+1.5% | Added |
| Resources Investment Advisors, LLC. | 16,804 | $870.0K | 0.03% | +353+2.1% | Added |
| Merit Financial Group, LLC | 16,725 | $866.0K | 0.09% | +10.0% | Added |
| Webster Bank, N. A. | 16,688 | $863.0K | 0.10% | −2,493−13.0% | Reduced |
| Lake Street Advisors Group, LLC | 16,675 | $863.0K | 0.09% | +12,705+320.0% | Added |
| EagleClaw Capital Managment, LLC | 16,600 | $862.0K | 0.22% | +250+1.5% | Added |
| Horizon Investments, LLC | 16,683 | $862.0K | 0.03% | +11,436+218.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 16,630 | $861.0K | 0.12% | +217+1.3% | Added |
| Montag A & Associates Inc | 16,615 | $860.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,577 | $858.0K | 0.03% | +1,029+6.6% | Added |
| David Loasby | 16,505 | $854.0K | 0.11% | −174−1.0% | Reduced |
| Palumbo Wealth Management LLC | 16,436 | $851.0K | 0.56% | +16,436 | New |
| Donaldson Capital Management, LLC | 16,384 | $848.0K | 0.04% | −2,207−11.9% | Reduced |
| Arkadios Wealth Advisors | 16,252 | $841.0K | 0.12% | −4,094−20.1% | Reduced |
| River Wealth Advisors LLC | 16,194 | $838.0K | 0.14% | +574+3.7% | Added |
| Triangle Securities Wealth Management | 16,109 | $834.0K | 0.28% | −2,333−12.7% | Reduced |
| Walleye Capital LLC | 16,079 | $832.0K | 0.03% | −33,421−67.5% | Reduced |
| Spire Wealth Management | 16,040 | $830.0K | 0.02% | +1,262+8.5% | Added |
| Bragg Financial Advisors, Inc | 15,975 | $827.0K | 0.05% | −1,180−6.9% | Reduced |
| Capital City Trust Co | 15,921 | $824.0K | 0.26% | +132+0.8% | Added |
| Westhampton Capital, LLC | 15,862 | $821.0K | 0.56% | −175−1.1% | Reduced |
| Bryn Mawr Trust Co | 15,855 | $821.0K | 0.03% | +1,200+8.2% | Added |
| Los Angeles Capital Management LLC | 15,777 | $817.0K | 0.00% | −10,855−40.8% | Reduced |
| Foster & Motley Inc | 15,749 | $815.0K | 0.07% | −705−4.3% | Reduced |
| Valley Brook Capital Group | 15,760 | $815.0K | 0.81% | +10.0% | Added |
| Trust Co of Virginia | 15,748 | $815.0K | 0.09% | +1,640+11.6% | Added |
| TrinityPoint Wealth, LLC | 15,723 | $814.0K | 0.16% | +660+4.4% | Added |
| Columbia Asset Management | 15,622 | $809.0K | 0.18% | +499+3.3% | Added |
| ELCO Management Co., LLC | 15,512 | $803.0K | 0.62% | +800+5.4% | Added |
| Pendal Group Limited | 15,401 | $797.0K | 0.01% | +6,025+64.3% | Added |
| Integrated Wealth Concepts LLC | 15,380 | $796.0K | 0.03% | +9,284+152.3% | Added |
| Home Federal Bank of Tennessee | 15,254 | $790.0K | 0.29% | −10−0.1% | Reduced |
| Baldwin Investment Management, LLC | 15,167 | $785.0K | 0.14% | +100+0.7% | Added |
| Bath Savings Trust Co | 14,997 | $776.0K | 0.09% | +419+2.9% | Added |
| Frontier Wealth Management LLC | 14,826 | $767.0K | 0.05% | −510−3.3% | Reduced |
| Fieldpoint Private Securities, LLC | 14,750 | $763.0K | 0.17% | +818+5.9% | Added |
| Assenagon Asset Management S.A. | 14,729 | $762.0K | 0.00% | +9,413+177.1% | Added |
| Compton Capital Management Inc | 14,694 | $761.0K | 0.22% | −100−0.7% | Reduced |
| South State Corp. | 14,666 | $759.0K | 0.06% | −307−2.1% | Reduced |
| Venture Visionary Partners LLC | 14,574 | $754.0K | 0.05% | +2,363+19.4% | Added |
| True North Advisors, LLC | 14,554 | $753.0K | 0.15% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,448 | $748.0K | 0.01% | −4,857−25.2% | Reduced |
| Ar Asset Management Inc | 14,400 | $745.0K | 0.21% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,317 | $741.0K | 0.09% | −559−3.8% | Reduced |