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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.

Q4 2021 vs. Q3 2021

How the institutions holding Carrier Global Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CARR: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,274211,347+94
Shares742.4M2.19M736.4M−3.79M (−0.5%)
Value$38.4B$113.6M$39.9B+$1.60B (+4.2%)

21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (181)

Institutions that held Carrier Global Corp at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 181 by value.

Institutions new to CARR in Q4 2021
InstitutionSharesValue% of portfolio
Clean Energy Transition LLP3,133,054$169.9M25.92%
Marshall Wace, LLP1,085,796$58.9M0.12%
Industrial Alliance Investment Management Inc.999,250$54.2M1.25%
Reilly Financial Advisors, LLC351,015$19.0M1.41%
Caisse de Depot Et Placement du Quebec275,500$14.9M0.03%
National Bank of Canada171,446$9.28M0.04%
Yousif Capital Management, LLC135,156$7.33M0.08%
Allspring Global Investments Holdings, LLC121,653$6.60M0.01%
Nomura Holdings Inc96,452$5.23M0.03%
Kessler Investment Group, LLC89,129$4.83M2.72%
Weiss Multi-Strategy Advisers LLC61,101$3.31M0.08%
TD Waterhouse Canada Inc.51,572$2.83M0.03%
Andrew Hill Investment Advisors, Inc.48,496$2.63M2.46%
Aquila Investment Management LLC44,000$2.39M1.15%
NorthCrest Asset Manangement, LLC39,619$2.15M0.12%
Pearl River Capital, LLC32,123$1.74M0.47%
Kraematon Investment Advisors, Inc29,471$1.60M1.43%
Echo Street Capital Management LLC29,435$1.60M0.01%
Centiva Capital, LP26,237$1.42M0.09%
B. Metzler seel. Sohn & Co. AG25,081$1.34M0.02%
Barden Capital Management, Inc.24,642$1.34M1.27%
CWM, LLC24,218$1.31M0.01%
Caxton Associates LP23,560$1.28M0.16%
Dynamic Technology Lab Private Ltd23,398$1.27M0.14%
Van Hulzen Asset Management, LLC23,300$1.26M0.14%
Connectus Wealth, LLC23,175$1.26M0.05%
Riverview Capital Advisers, LLC22,887$1.24M0.55%
Liberty Capital Management, Inc.22,154$1.20M0.32%
Prudential PLC21,554$1.17M0.02%
Fractal Investments LLC20,896$1.13M0.39%
Y-Intercept (Hong Kong) Ltd20,505$1.11M0.26%
Quantum Private Wealth, LLC17,845$967.0K0.37%
Desjardins Global Asset Management Inc.17,589$954.0K0.08%
Polar Capital Holdings Plc14,435$783.0K0.00%
Cambridge Trust Co14,090$764.0K0.02%
Ahl Investment Management, Inc.13,687$742.0K0.68%
Oak Thistle LLC12,740$691.0K0.54%
Lake Street Financial LLC11,212$608.0K0.11%
Brasada Capital Management, LP11,000$597.0K0.11%
Magnetar Financial LLC10,877$590.0K0.01%
Bluefin Capital Management, LLC10,800$586.0K0.05%
Merlin Capital LLC10,675$579.0K0.67%
Wahed Invest LLC10,412$565.0K0.31%
HRT Financial LP10,384$563.0K0.00%
Modera Wealth Management, LLC10,206$554.0K0.02%
New England Guild Wealth Advisors, Inc.10,120$549.0K0.27%
Quent Capital, LLC9,529$517.0K0.11%
Exencial Wealth Advisors, LLC9,324$506.0K0.02%
Virtu Financial LLC9,164$497.0K0.05%
Gladstone Institutional Advisory LLC9,079$492.0K0.04%
Clear Street Markets LLC8,791$477.0K0.04%
Washington Trust Advisors, Inc.8,750$474.0K0.03%
Guardian Wealth Advisors, LLC8,582$465.0K0.20%
Brinker Capital Investments, LLC8,413$456.0K0.01%
Alterity Financial Group, LLC8,405$456.0K0.49%
Metis Global Partners, LLC7,571$411.0K0.11%
Sageworth Trust Co of South Dakota7,123$386.0K0.59%
Western Wealth Management, LLC7,092$379.0K0.04%
Riverwater Partners LLC6,946$377.0K0.33%
Congress Wealth Management LLC6,947$377.0K0.01%
Wintrust Investments LLC6,904$374.0K0.04%
Axxcess Wealth Management, LLC6,639$360.0K0.03%
NTB Financial Corp6,431$349.0K0.24%
Chicago Trust Co NA6,320$343.0K0.07%
Two Sigma Securities, LLC6,275$340.0K0.07%
Forum Financial Management, LP6,179$335.0K0.02%
Pring Turner Capital Group Inc6,150$334.0K0.30%
Sequoia Financial Advisors, LLC6,081$330.0K0.01%
Coldstream Capital Management Inc6,018$326.0K0.01%
Personal Capital Advisors Corp5,973$324.0K0.00%
Basepoint Wealth LLC5,829$316.2K0.31%
Graham Capital Management, L.P.5,700$309.0K0.02%
MBB Public Markets I LLC5,663$307.0K0.01%
BOK Financial Private Wealth, Inc.5,619$305.0K0.02%
Kerntke Otto McGlone Wealth Management Group5,531$300.0K0.37%
First International Bank & Trust5,323$289.0K0.10%
Verition Fund Management LLC5,263$285.0K0.00%
Menard Financial Group LLC5,117$278.0K0.23%
HighTower Trust Services, LTA4,990$271.0K0.03%
LGT Group Foundation5,000$271.0K0.01%
Brighton Jones LLC4,858$263.0K0.01%
Valmark Advisers, Inc.4,835$262.0K0.00%
HB Wealth Management, LLC4,806$261.0K0.01%
Lafayette Investments, Inc.4,800$260.0K0.06%
GSB Wealth Management, LLC4,774$259.0K0.07%
Avestar Capital, LLC4,781$259.0K0.05%
TCWP LLC4,676$253.0K0.05%
Apollon Wealth Management, LLC4,636$252.0K0.02%
Atlas Private Wealth Management4,500$244.0K0.14%
Levin Capital Strategies, L.P.4,472$243.0K0.02%
Endowment Wealth Management, Inc.4,382$238.0K0.24%
Todd Asset Management LLC4,377$237.0K0.01%
Dixon Hughes Goodman Wealth Advisors LLC4,292$233.0K0.08%
Advisory Alpha, LLC4,268$232.0K0.01%
ProVise Management Group, LLC4,266$231.0K0.02%
Commons Capital, LLC4,235$230.0K0.23%
Laurel Wealth Advisors, Inc.4,206$228.0K0.02%
IHT Wealth Management, LLC4,147$225.0K0.02%
Pinnacle Wealth Planning Services, Inc.4,044$219.0K0.04%
Banque Pictet & Cie SA3,980$216.0K0.00%

Sold out (87)

Institutions that held Carrier Global Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of CARR in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Lansdowne Partners (UK) LLP2,306,773$119.4M
Artisan Partners Limited Partnership720,243$37.3M
Railway Pension Investments Ltd647,500$33.5M
Junto Capital Management LP614,556$31.8M
Voleon Capital Management LP511,000$26.4M
AMP Capital Investors Ltd346,318$17.9M
Jefferies Group LLC122,850$6.36M
PGGM Investments121,718$6.30M
Gotham Asset Management, LLC75,965$3.93M
Cinctive Capital Management LP51,400$2.66M
FORA Capital, LLC37,952$1.96M
Trexquant Investment LP35,428$1.83M
Jacobs Levy Equity Management, Inc34,368$1.78M
Intrinsic Edge Capital Management LLC32,506$1.68M
Sawgrass Asset Management LLC29,137$1.51M
Toroso Investments, LLC17,796$922.0K
Taylor, Cottrill, Erickson & Associates, Inc.16,630$861.0K
Palumbo Wealth Management LLC16,436$851.0K
Walleye Capital LLC16,079$832.0K
Pendal Group Limited15,401$797.0K
Occudo Quantitative Strategies LP11,118$575.0K
Acadian Asset Management LLC9,708$501.0K
Hutchinson Capital Management9,077$470.0K
Twin Capital Management Inc8,368$433.0K
Cypress Capital Group8,172$423.0K
Enlightenment Research, LLC8,100$419.0K
Cliftonlarsonallen Wealth Advisors, LLC7,008$363.0K
Maverick Capital LtdSuperinvestorMaverick Capital6,628$343.0K
1832 Asset Management L.P.6,209$330.0K
Union Heritage Capital, LLC6,060$314.0K
Karp Capital Management Corp5,701$295.0K
Prescott Group Capital Management, L.L.C.5,400$280.0K
Versor Investments LP5,334$276.0K
Mark Stevens5,082$264.0K
Liberty Wealth Management LLC4,883$258.0K
Haverford Trust Co4,942$256.0K
Capstone Investment Advisors, LLC4,921$255.0K
Nicolet Bankshares Inc4,608$239.0K
Pinnacle Family Advisors, LLC4,490$232.0K
Chicago Partners Investment Group LLC4,197$229.0K
King Luther Capital Management Corp4,207$218.0K
Keebeck Wealth Management, LLC4,200$217.0K
ARGI Investment Services, LLC4,068$211.0K
InTrack Investment Management Inc4,005$209.0K
Equitable Holdings, Inc.3,994$207.0K
Fort Washington Investment Advisors Inc3,990$206.0K
Arden Trust Co3,987$206.0K
Warren Averett Asset Management, LLC3,729$203.0K
Parcion Private Wealth LLC3,789$202.0K
Herold Advisors, Inc.1,967$101.0K
Wall Street Access Asset Management, LLC1,600$83.0K
Meridian Wealth Partners, LLC1,577$81.0K
Parallax Volatility Advisers, L.P.1,500$78.0K
Global Retirement Partners, LLC1,481$77.0K
Moisand Fitzgerald Tamayo, LLC1,150$60.0K
Better Money Decisions, LLC1,126$58.0K
Gerber Kawasaki Wealth & Investment Management1,023$52.0K
Firestone Capital Management1,050$51.0K
Ironwood Financial, llc771$40.0K
Kowal Investment Group, LLC738$38.0K
Osterweis Capital Management Inc700$36.0K
Capital Advisory Group Advisory Services, LLC663$34.0K
Cahill Financial Advisors Inc638$33.0K
Ade, LLC593$31.0K
MCF Advisors LLC475$25.0K
Carderock Capital Management Inc415$21.0K
Red Tortoise LLC542$20.0K
Sawyer & Company, Inc300$16.0K
Prentice Wealth Management LLC312$16.0K
Loomis Sayles & Co L P266$14.0K
Robinson Value Management, Ltd.250$13.0K
Total Clarity Wealth Management, Inc.250$13.0K
Perkins Coie Trust Co239$12.0K
Essex Investment Management Co LLC200$10.0K
Resolute Partners Group201$10.0K
Phoenix Wealth Advisors200$10.0K
Pacitti Group Inc.167$9.00K
Tfo-TDC, LLC153$8.00K
CoreFirst Bank & Trust150$8.00K
Altshuler Shaham Ltd139$7.00K
Evolution Wealth Advisors, LLC112$6.00K
IAG Wealth Partners, LLC91$5.00K
Robbins Farley LLC100$5.00K
Joseph P. Lucia & Associates, LLC75$4.00K
Atlas Private Wealth Advisors58$3.00K
Consolidated Planning Corp23$1.00K
Cordant, Inc.2$0

Not filed for Q4 2021 yet (21)

Institutions that held Carrier Global Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CARR in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace Asia Ltd1,721,936$89.1M
DSAM Partners (London) Ltd201,000$10.4M
BBVA USA109,326$5.66M
Three Peaks Capital Management, LLC31,855$1.65M
World Asset Management Inc23,720$1.23M
NorthCoast Asset Management LLC23,166$1.20M
HighPoint Advisor Group LLC21,803$1.13M
B. Metzler seel. Sohn & Co. Holding AG13,664$707.0K
Mid Atlantic Financial Management Inc9,714$503.0K
Eudaimonia Partners, LLC6,978$361.0K
Berman Capital Advisors, LLC6,191$320.0K
Homrich & Berg4,860$252.0K
Covenant Multifamily Offices, LLC4,505$238.0K
Farr Miller & Washington LLC3,975$206.0K
Sonora Investment Management, LLC3,317$172.0K
Security National Trust Co2,872$139.0K
Filbrandt Wealth Management, LLC1,860$96.0K
Mercer Capital Advisers, Inc.1,732$89.0K
Wealth Quarterback LLC1,615$84.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA409$21.2K
Heritage Wealth Management, LLC165$9.00K