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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 7,223 | $374.0K | 0.00% | −110−1.5% | Reduced |
| Cypress Capital Management LLC (WY) | 7,235 | $374.0K | 0.31% | 00.0% | Unchanged |
| Community Bank, N.A. | 7,204 | $373.0K | 0.05% | −1,045−12.7% | Reduced |
| First Foundation Advisors | 7,207 | $373.0K | 0.01% | +1,496+26.2% | Added |
| CPWM, LLC | 7,191 | $372.0K | 0.03% | −22−0.3% | Reduced |
| Hilltop Holdings Inc. | 7,163 | $371.0K | 0.04% | +2,618+57.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $369.0K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,113 | $368.0K | 0.02% | −640−8.3% | Reduced |
| S.A. Mason LLC | 7,103 | $368.0K | 0.24% | +415+6.2% | Added |
| Argent Capital Management LLC | 7,098 | $367.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,069 | $366.0K | 0.03% | +847+13.6% | Added |
| Cerity Partners LLC | 7,026 | $364.0K | 0.01% | +390+5.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,008 | $363.0K | 0.01% | −772−9.9% | Reduced |
| Eudaimonia Partners, LLC | 6,978 | $361.0K | 0.07% | +1,428+25.7% | Added |
| Sound View Wealth Advisors Group, LLC | 6,962 | $360.0K | 0.08% | −671−8.8% | Reduced |
| Asset Dedication, LLC | 6,844 | $360.0K | 0.05% | −216−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 6,960 | $360.0K | 0.01% | +2,072+42.4% | Added |
| Colony Group LLC | 6,911 | $358.0K | 0.01% | −8,587−55.4% | Reduced |
| Adirondack Trust Co | 6,848 | $358.0K | 0.17% | −1,008−12.8% | Reduced |
| Goelzer Investment Management, Inc. | 6,915 | $358.0K | 0.03% | −920−11.7% | Reduced |
| MRJ Capital Inc | 6,910 | $357.0K | 0.21% | −1,000−12.6% | Reduced |
| DuPont Capital Management Corp | 6,853 | $355.0K | 0.01% | −6,611−49.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,866 | $355.0K | 0.04% | +19+0.3% | Added |
| Gillespie Robinson & Grimm Inc | 6,856 | $355.0K | 0.03% | +1,537+28.9% | Added |
| Capital Analysts, LLC | 6,718 | $348.0K | 0.02% | −972−12.6% | Reduced |
| Clarius Group, LLC | 6,717 | $348.0K | 0.03% | +214+3.3% | Added |
| Quadrant Capital Group LLC | 6,642 | $344.0K | 0.05% | +158+2.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,628 | $343.0K | 0.00% | +6,628 | New |
| Anchor Investment Management, LLC | 6,610 | $342.1K | 0.05% | −35−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $342.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,611 | $342.0K | 0.00% | +6,611 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,582 | $341.0K | 0.00% | −645−8.9% | Reduced |
| Meridian Investment Counsel Inc. | 6,593 | $341.0K | 0.12% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 6,575 | $340.0K | 0.10% | −10−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,560 | $340.0K | 0.03% | +1,060+19.3% | Added |
| SRS Capital Advisors, Inc. | 6,538 | $338.0K | 0.05% | −299−4.4% | Reduced |
| WBH Advisory Inc | 6,509 | $337.0K | 0.05% | +10.0% | Added |
| Brookstone Capital Management | 6,584 | $334.0K | 0.01% | +1,670+34.0% | Added |
| Old National Bancorp | 6,424 | $333.0K | 0.01% | −465−6.7% | Reduced |
| Institutional & Family Asset Management, LLC | 6,391 | $331.0K | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,209 | $330.0K | 0.00% | −1,134,891−99.5% | Reduced |
| LCM Capital Management Inc | 6,373 | $330.0K | 0.28% | −123−1.9% | Reduced |
| Hancock Whitney Corp | 6,359 | $330.0K | 0.01% | −16−0.3% | Reduced |
| KG&L Capital Management,LLC | 6,351 | $329.0K | 0.14% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $327.0K | 0.12% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,324 | $327.0K | 0.44% | +6,324 | New |
| Bailard, Inc. | 6,292 | $326.0K | 0.01% | −63−1.0% | Reduced |
| Cambridge Advisors Inc. | 6,301 | $326.0K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,242 | $323.0K | 0.01% | −2,789−30.9% | Reduced |
| Gamble Jones Investment Counsel | 6,200 | $321.0K | 0.02% | −281−4.3% | Reduced |
| Waldron Private Wealth LLC | 6,207 | $321.0K | 0.02% | +1,859+42.8% | Added |
| Berman Capital Advisors, LLC | 6,191 | $320.0K | 0.05% | +813+15.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $319.0K | 0.02% | −1,500−19.6% | Reduced |
| 9258 Wealth Management, LLC | 6,166 | $319.0K | 0.09% | +20.0% | Added |
| Rothschild Investment Corp | 6,159 | $319.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,161 | $319.0K | 0.05% | +985+19.0% | Added |
| Covenant Asset Management, LLC | 6,120 | $317.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,052 | $317.0K | 0.01% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 6,060 | $314.0K | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,065 | $314.0K | 0.05% | +35+0.6% | Added |
| Jones Financial Companies LLLP | 6,051 | $313.0K | 0.00% | −2,491−29.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,052 | $313.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $311.0K | 0.08% | −1,317−18.0% | Reduced |
| Forbes J M & Co LLP | 6,016 | $311.0K | 0.04% | −60−1.0% | Reduced |
| Systematic Financial Management LP | 6,000 | $311.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $311.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,000 | $311.0K | 0.01% | +81+1.4% | Added |
| West Oak Capital, LLC | 5,995 | $310.0K | 0.12% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,989 | $310.0K | 0.07% | +362+6.4% | Added |
| Meridian Wealth Management, LLC | 5,962 | $309.0K | 0.04% | +10.0% | Added |
| MEMBERS Trust Co | 5,839 | $309.0K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,956 | $308.0K | 0.06% | −360−5.7% | Reduced |
| Arrow Financial Corp | 5,947 | $308.0K | 0.04% | −50−0.8% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 5,925 | $307.0K | 0.07% | −2,433−29.1% | Reduced |
| SignalPoint Asset Management, LLC | 5,935 | $307.0K | 0.10% | +5,935 | New |
| Resonant Capital Advisors, LLC | 5,887 | $305.0K | 0.05% | +81+1.4% | Added |
| Founders Financial Alliance, LLC | 5,887 | $305.0K | 0.14% | +412+7.5% | Added |
| Avantax Planning Partners, Inc. | 5,870 | $304.0K | 0.01% | +174+3.1% | Added |
| Regal Wealth Group, Inc. | 5,854 | $303.0K | 0.18% | −756−11.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,862 | $303.0K | 0.01% | +559+10.5% | Added |
| Woodmont Investment Counsel LLC | 5,840 | $302.0K | 0.04% | −50−0.8% | Reduced |
| Leavell Investment Management, Inc. | 5,844 | $302.0K | 0.02% | −14−0.2% | Reduced |
| Northwest Bancshares, Inc. | 5,812 | $301.0K | 0.07% | −255−4.2% | Reduced |
| Legacy Bridge, LLC | 5,813 | $301.0K | 0.17% | −20−0.3% | Reduced |
| Cutler Group LP | 5,784 | $299.0K | 0.02% | −11,216−66.0% | Reduced |
| Markston International LLC | 5,760 | $298.0K | 0.28% | −7,696−57.2% | Reduced |
| Wealthspire Advisors, LLC | 5,733 | $297.0K | 0.01% | +5,733 | New |
| Mairs & Power Inc | 5,700 | $295.0K | 0.00% | −550−8.8% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $295.0K | 0.02% | −455−7.4% | Reduced |
| Karp Capital Management Corp | 5,701 | $295.0K | 0.04% | +710+14.2% | Added |
| Davidson Trust Co | 5,696 | $294.0K | 0.22% | −290−4.8% | Reduced |
| Farmers National Bank | 7,704 | $290.6K | 0.12% | +7,704 | New |
| Aevitas Wealth Management, Inc. | 5,610 | $290.0K | 0.19% | +7+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,610 | $290.0K | 0.01% | −5,057−47.4% | Reduced |
| Thomasville National Bank | 5,582 | $289.0K | 0.03% | −75−1.3% | Reduced |
| Great Lakes Advisors, LLC | 5,550 | $287.0K | 0.00% | +814+17.2% | Added |
| Outfitter Financial LLC | 5,517 | $286.0K | 0.22% | −8,338−60.2% | Reduced |
| Wealthcare Advisory Partners LLC | 5,532 | $286.0K | 0.02% | −805−12.7% | Reduced |
| Associated Banc-Corp | 5,493 | $284.0K | 0.01% | −60−1.1% | Reduced |
| Proffitt & Goodson Inc | 5,406 | $280.0K | 0.05% | −110−2.0% | Reduced |