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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 9,870 | $511.0K | 0.07% | −25−0.3% | Reduced |
| ICW Investment Advisors LLC | 9,821 | $508.0K | 0.33% | +1,327+15.6% | Added |
| Douglass Winthrop Advisors, LLC | 9,778 | $506.0K | 0.01% | +1,818+22.8% | Added |
| Jacobi Capital Management LLC | 9,768 | $506.0K | 0.06% | +2,132+27.9% | Added |
| Mid Atlantic Financial Management Inc | 9,714 | $503.0K | 0.03% | −350−3.5% | Reduced |
| Diversified Trust Co | 9,707 | $502.0K | 0.02% | +2,388+32.6% | Added |
| Acadian Asset Management LLC | 9,708 | $501.0K | 0.00% | −20,175−67.5% | Reduced |
| Ancora Advisors, LLC | 9,670 | $501.0K | 0.01% | −360−3.6% | Reduced |
| Peoples Financial Services Corp. | 9,695 | $501.0K | 0.21% | 00.0% | Unchanged |
| Umb Bank N A | 9,649 | $500.0K | 0.01% | −648−6.3% | Reduced |
| Sageworth Trust Co | 9,669 | $500.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 9,649 | $499.0K | 0.04% | −227−2.3% | Reduced |
| Symmetry Partners, LLC | 9,445 | $499.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 9,599 | $497.0K | 0.03% | −375−3.8% | Reduced |
| Beck Mack & Oliver LLC | 9,594 | $497.0K | 0.01% | −22−0.2% | Reduced |
| Boenning & Scattergood, Inc. | 9,581 | $495.0K | 0.09% | −5,867−38.0% | Reduced |
| Bard Financial Services, Inc. | 9,560 | $495.0K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 9,545 | $494.0K | 0.02% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,488 | $491.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,474 | $490.0K | 0.01% | −84−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 9,377 | $485.0K | 0.03% | +424+4.7% | Added |
| Boston Financial Mangement LLC | 9,316 | $482.0K | 0.02% | −200−2.1% | Reduced |
| TCTC Holdings, LLC | 9,270 | $479.0K | 0.02% | −58,370−86.3% | Reduced |
| Tiemann Investment Advisors, LLC | 9,236 | $478.0K | 0.23% | +63+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 9,208 | $477.0K | 0.11% | +8,370+998.8% | Added |
| Snowden Capital Advisors LLC | 9,170 | $474.6K | 0.02% | +247+2.8% | Added |
| Harbour Investments, Inc. | 9,150 | $474.0K | 0.02% | −253−2.7% | Reduced |
| Tucker Asset Management LLC | 9,071 | $473.8K | 0.17% | −150−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,072 | $470.0K | 0.11% | −1,954−17.7% | Reduced |
| Hutchinson Capital Management | 9,077 | $470.0K | 0.11% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9,025 | $467.0K | 0.04% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 8,982 | $465.0K | 0.33% | −69−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 8,802 | $465.0K | 0.26% | +10.0% | Added |
| Financial Advisory Group | 8,937 | $463.0K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,939 | $463.0K | 0.03% | +1,183+15.3% | Added |
| Wellington Management Group LLP | 8,916 | $462.0K | 0.00% | −5,875−39.7% | Reduced |
| Clearstead Advisors, LLC | 8,933 | $462.0K | 0.03% | +605+7.3% | Added |
| American National Registered Investment Advisor, Inc. | 8,889 | $460.0K | 0.17% | −53−0.6% | Reduced |
| St Germain D J Co Inc | 8,883 | $460.0K | 0.03% | −50−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,895 | $460.0K | 0.03% | +8,895 | New |
| Wade G W & Inc | 8,850 | $458.0K | 0.02% | −211−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 8,814 | $456.0K | 0.01% | −69−0.8% | Reduced |
| Covington Capital Management | 8,769 | $454.0K | 0.02% | −430−4.7% | Reduced |
| NTV Asset Management LLC | 8,763 | $454.0K | 0.08% | −213−2.4% | Reduced |
| McDonald Partners LLC | 8,709 | $451.0K | 0.11% | +450+5.4% | Added |
| Great Valley Advisor Group, Inc. | 8,639 | $448.0K | 0.03% | +468+5.7% | Added |
| Nichols & Pratt Advisers LLP | 8,510 | $446.0K | 0.03% | −6,850−44.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $445.0K | 0.15% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,240 | $445.0K | 0.06% | −48−0.6% | Reduced |
| Drexel Morgan & Co. | 8,578 | $444.0K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,553 | $443.0K | 0.03% | +8,553 | New |
| United Bank | 8,507 | $441.0K | 0.06% | +244+3.0% | Added |
| Conning Inc. | 8,492 | $440.0K | 0.01% | −1,009−10.6% | Reduced |
| Farmers Trust Co | 8,387 | $440.0K | 0.10% | −20−0.2% | Reduced |
| Park Avenue Securities LLC | 8,495 | $440.0K | 0.01% | +851+11.1% | Added |
| Jane Street Group, LLC | 8,483 | $439.0K | 0.00% | −7,678−47.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,473 | $439.0K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,479 | $439.0K | 0.02% | +185+2.2% | Added |
| First Horizon Advisors, Inc. | 8,472 | $436.0K | 0.01% | +5,469+182.1% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $435.0K | 0.17% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,386 | $434.0K | 0.17% | +8,386 | New |
| Twin Capital Management Inc | 8,368 | $433.0K | 0.04% | +8,368 | New |
| Coastal Investment Advisors, Inc. | 8,347 | $432.0K | 0.10% | −1,346−13.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,300 | $429.0K | 0.04% | −51−0.6% | Reduced |
| Regent Investment Management LLC | 8,282 | $429.0K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Group | 8,172 | $423.0K | 0.06% | +607+8.0% | Added |
| Baker Ellis Asset Management LLC | 8,353 | $420.0K | 0.08% | +150+1.8% | Added |
| Institute for Wealth Management, LLC. | 8,109 | $420.0K | 0.07% | −61−0.7% | Reduced |
| Piscataqua Savings Bank | 8,083 | $419.0K | 0.36% | −55−0.7% | Reduced |
| Enlightenment Research, LLC | 8,100 | $419.0K | 0.51% | +8,100 | New |
| L2 Asset Management, LLC | 8,085 | $418.0K | 1.06% | −8,839−52.2% | Reduced |
| Eagle Asset Management Inc | 8,034 | $415.0K | 0.00% | −566−6.6% | Reduced |
| Cornerstone Wealth Management, LLC | 7,974 | $413.0K | 0.04% | −186−2.3% | Reduced |
| OneAscent Wealth Management LLC | 7,986 | $413.0K | 0.47% | +7,986 | New |
| Veriti Management LLC | 7,952 | $412.0K | 0.06% | −4,721−37.3% | Reduced |
| Virtue Capital Management, LLC | 7,961 | $412.0K | 0.07% | −538−6.3% | Reduced |
| AdvisorNet Financial, Inc | 7,876 | $408.0K | 0.03% | −13,642−63.4% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $408.0K | 0.23% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,828 | $405.0K | 0.03% | +1,700+27.7% | Added |
| Signaturefd, LLC | 7,801 | $404.0K | 0.01% | +634+8.8% | Added |
| Heritage Trust Co | 7,791 | $403.0K | 0.06% | −134−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 7,765 | $402.0K | 0.02% | +1,318+20.4% | Added |
| Northeast Investment Management | 7,734 | $400.0K | 0.02% | +96+1.3% | Added |
| Pathstone Family Office, LLC | 7,712 | $399.0K | 0.01% | +7,712 | New |
| Ellevest, Inc. | 7,690 | $398.0K | 0.04% | +487+6.8% | Added |
| Essex Savings Bank | 6,902 | $398.0K | 0.14% | +361+5.5% | Added |
| NorthRock Partners, LLC | 7,547 | $391.0K | 0.03% | −36−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 7,529 | $390.0K | 0.05% | −130−1.7% | Reduced |
| Wellington Shields Capital Management, LLC | 7,501 | $388.0K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 7,481 | $387.0K | 0.12% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,448 | $386.0K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,801 | $383.0K | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7,398 | $383.0K | 0.03% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7,365 | $381.0K | 0.06% | +9+0.1% | Added |
| Sentry Investment Management LLC | 7,313 | $379.0K | 0.11% | −1,068−12.7% | Reduced |
| Arete Wealth Advisors, LLC | 7,325 | $379.0K | 0.04% | −19−0.3% | Reduced |
| Schnieders Capital Management LLC | 7,305 | $378.0K | 0.10% | −700−8.7% | Reduced |
| Surevest, LLC | 7,296 | $378.0K | 0.10% | +540+8.0% | Added |
| Washington Trust Bank | 7,289 | $378.0K | 0.04% | +7,289 | New |
| Kovack Advisors, Inc. | 7,242 | $375.0K | 0.04% | −67−0.9% | Reduced |