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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 14,196 | $735.0K | 0.08% | −2,105−12.9% | Reduced |
| Ascension Asset Management LLC | 14,176 | $734.0K | 0.48% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 14,201 | $732.0K | 0.20% | −185−1.3% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $729.0K | 0.87% | 00.0% | Unchanged |
| Everett Harris & Co | 14,021 | $726.0K | 0.01% | −100−0.7% | Reduced |
| Vontobel Holding Ltd. | 13,978 | $724.0K | 0.01% | −3,562−20.3% | Reduced |
| Benedict Financial Advisors Inc | 13,983 | $724.0K | 0.20% | +13+0.1% | Added |
| J.W. Cole Advisors, Inc. | 13,937 | $721.0K | 0.05% | +1,366+10.9% | Added |
| Papp L Roy & Associates | 13,911 | $720.0K | 0.09% | −399−2.8% | Reduced |
| Allred Capital Management, LLC | 13,917 | $720.0K | 0.38% | −60.0% | Reduced |
| Pitcairn Co | 13,903 | $719.0K | 0.05% | −288−2.0% | Reduced |
| Means Investment Co., Inc. | 13,822 | $715.0K | 0.14% | +1,001+7.8% | Added |
| Security National Bank of So Dak | 13,821 | $715.0K | 0.55% | +1,872+15.7% | Added |
| Boothbay Fund Management, LLC | 13,783 | $713.0K | 0.03% | −4,498−24.6% | Reduced |
| Aull & Monroe Investment Management Corp | 13,706 | $710.0K | 0.35% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 13,664 | $707.0K | 0.01% | +83+0.6% | Added |
| Sowell Financial Services LLC | 13,576 | $703.0K | 0.05% | −5,680−29.5% | Reduced |
| Werlinich Asset Management, LLC | 13,575 | $702.6K | 0.57% | +950+7.5% | Added |
| Pensionfund DSM Netherlands | 13,500 | $699.0K | 0.09% | +13,500 | New |
| Paloma Partners Management Co | 13,444 | $696.0K | 0.03% | +3,149+30.6% | Added |
| Holderness Investments Co | 13,423 | $695.0K | 0.23% | −252−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 14,249 | $693.0K | 0.07% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 13,267 | $687.0K | 0.22% | −553−4.0% | Reduced |
| Forte Capital LLC | 13,279 | $687.0K | 0.09% | +50+0.4% | Added |
| Kingsview Wealth Management, LLC | 13,231 | $685.0K | 0.03% | +1,320+11.1% | Added |
| Carroll Financial Associates, Inc. | 13,219 | $684.0K | 0.04% | −245−1.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 13,212 | $682.0K | 0.17% | +13,212 | New |
| Lombard Odier Asset Management (Switzerland) SA | 13,877 | $681.0K | 0.04% | −2,697−16.3% | Reduced |
| Groesbeck Investment Management Corp | 13,071 | $677.0K | 0.78% | −3,225−19.8% | Reduced |
| Excalibur Management Corp | 13,062 | $676.0K | 0.30% | +960+7.9% | Added |
| Chicago Capital, LLC | 13,037 | $675.0K | 0.03% | +300+2.4% | Added |
| Lincoln National Corp | 12,935 | $670.0K | 0.01% | −266−2.0% | Reduced |
| CAPROCK Group, Inc. | 12,938 | $670.0K | 0.06% | +676+5.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,814 | $663.0K | 0.03% | +30+0.2% | Added |
| Balasa Dinverno & Foltz LLC | 12,809 | $663.0K | 0.05% | +674+5.6% | Added |
| GYL Financial Synergies, LLC | 12,625 | $653.0K | 0.33% | +1,181+10.3% | Added |
| Profund Advisors LLC | 12,581 | $651.0K | 0.02% | +828+7.0% | Added |
| Investment Advisory Services Inc | 12,477 | $646.0K | 0.40% | −99−0.8% | Reduced |
| Wetherby Asset Management Inc | 12,293 | $636.0K | 0.04% | −143−1.1% | Reduced |
| Grimes & Company, Inc. | 12,270 | $635.0K | 0.03% | +20.0% | Added |
| Rafferty Asset Management, LLC | 12,254 | $634.0K | 0.00% | −4,816−28.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,248 | $634.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,212 | $632.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 12,167 | $630.0K | 0.02% | −5,587−31.5% | Reduced |
| Aldebaran Financial Inc. | 12,175 | $630.0K | 0.54% | 00.0% | Unchanged |
| Meridian Management Co | 12,040 | $623.0K | 0.19% | 00.0% | Unchanged |
| Fiduciary Group LLC | 11,559 | $621.0K | 0.07% | −26−0.2% | Reduced |
| Private Capital Group, LLC | 11,995 | $621.0K | 0.14% | +523+4.6% | Added |
| Fort, L.P. | 11,997 | $621.0K | 0.21% | +5,663+89.4% | Added |
| Dividend Assets Capital, LLC | 11,940 | $618.0K | 0.12% | −150−1.2% | Reduced |
| Laurel Wealth Advisors LLC | 11,913 | $617.0K | 0.14% | −350−2.9% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $612.0K | 0.07% | −59−0.5% | Reduced |
| Flputnam Investment Management Co | 11,770 | $609.0K | 0.02% | −1,403−10.7% | Reduced |
| Personal Cfo Solutions, LLC | 11,723 | $607.0K | 0.12% | −188−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,735 | $607.0K | 0.02% | +376+3.3% | Added |
| Cullen/Frost Bankers, Inc. | 11,538 | $597.0K | 0.01% | −170−1.5% | Reduced |
| Security National Bank of Sioux City Iowa | 11,504 | $595.0K | 0.46% | −2,362−17.0% | Reduced |
| Charter Trust Co | 11,417 | $591.0K | 0.06% | −150−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,363 | $588.0K | 0.10% | +173+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 11,331 | $586.0K | 0.07% | +274+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,321 | $586.0K | 0.05% | +4,328+61.9% | Added |
| Shayne & Co., LLC | 11,310 | $585.0K | 0.34% | −736−6.1% | Reduced |
| Berkshire Asset Management LLC | 11,278 | $584.0K | 0.04% | +2,204+24.3% | Added |
| Meeder Asset Management Inc | 11,266 | $583.0K | 0.03% | +952+9.2% | Added |
| Ledyard National Bank | 11,198 | $580.0K | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,118 | $575.0K | 0.07% | +11,118 | New |
| Country Club Trust Company, n.a. | 10,811 | $571.0K | 0.05% | −1,475−12.0% | Reduced |
| BTR Capital Management Inc | 11,005 | $570.0K | 0.07% | −3,300−23.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,955 | $567.0K | 0.01% | −408−3.6% | Reduced |
| Mutual Advisors, LLC | 10,816 | $560.0K | 0.03% | +3,035+39.0% | Added |
| Colonial Trust Advisors | 10,798 | $559.0K | 0.07% | −1,475−12.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,800 | $559.0K | 0.03% | −826−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,705 | $554.0K | 0.01% | +3,625+51.2% | Added |
| Boston Trust Walden Corp | 10,624 | $550.0K | 0.00% | +247+2.4% | Added |
| Cape Cod Five Cents Savings Bank | 10,617 | $549.0K | 0.06% | +3,144+42.1% | Added |
| BKD Wealth Advisors, LLC | 10,536 | $545.0K | 0.03% | +10,536 | New |
| First City Capital Management, Inc. | 10,470 | $542.0K | 0.31% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,439 | $541.0K | 0.07% | +1,094+11.7% | Added |
| Bull Street Advisors, LLC | 10,402 | $538.0K | 0.28% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,403 | $538.0K | 0.37% | 00.0% | Unchanged |
| 1st Source Bank | 10,354 | $536.0K | 0.03% | −275−2.6% | Reduced |
| Carret Asset Management, LLC | 10,323 | $534.0K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 10,217 | $529.0K | 0.12% | −100−1.0% | Reduced |
| Prospera Financial Services Inc | 10,196 | $528.0K | 0.03% | +10,196 | New |
| Vestmark Advisory Solutions, Inc. | 10,189 | $527.0K | 0.04% | +457+4.7% | Added |
| Bank of the West | 10,151 | $526.0K | 0.05% | −666−6.2% | Reduced |
| Kore Private Wealth LLC | 10,169 | $526.0K | 0.06% | +1,715+20.3% | Added |
| Rathbone Brothers plc | 10,110 | $523.0K | 0.01% | −645−6.0% | Reduced |
| Ferris Capital, LLC | 9,604 | $523.0K | 0.11% | +9,604 | New |
| Jupiter Asset Management Ltd | 10,092 | $522.0K | 0.01% | −1,178−10.5% | Reduced |
| Empirical Finance, LLC | 10,076 | $522.0K | 0.08% | +596+6.3% | Added |
| Berkshire Bank | 10,073 | $521.0K | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 10,055 | $520.0K | 0.01% | +520+5.5% | Added |
| Court Place Advisors, LLC | 10,028 | $519.0K | 0.15% | −398−3.8% | Reduced |
| Canal Insurance CO | 10,000 | $518.0K | 0.18% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 10,000 | $518.0K | 0.22% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $518.0K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,960 | $516.0K | 0.03% | +732+7.9% | Added |
| Chemung Canal Trust Co | 9,963 | $515.0K | 0.10% | −519−5.0% | Reduced |
| Morningstar Investment Services LLC | 9,685 | $511.0K | 0.01% | −91,771−90.5% | Reduced |