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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.

13F holders, Q4 2021

Institutional positions in Carrier Global Corp as of Dec 31, 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
1,347
+94 vs. Q3 2021
Shares held
736.4M
−3.79M (−0.5%) vs. Q3 2021
Total value
$39.9B
+$1.60B (+4.2%) vs. Q3 2021
New holders
181
389 more added
Sold out
87
547 more reduced

21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,347 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ4 2021: $39.9B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2021.

Institutions holding CARR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
GPS Wealth Strategies Group, LLC1$00.00%00.0%Unchanged
Coastal Capital Group, Inc.4$00.00%00.0%Unchanged
DB Wealth Management Group, LLC1$00.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.10$00.00%+10New
First Command Advisory Services, Inc.33$00.00%+33New
PSI Advisors, LLC6$00.00%+6New
Curi Capital7$00.00%+7New
Beaird Harris Wealth Management, LLC7$00.00%+7New
Raleigh Capital Management Inc.3$00.00%+3New
WestEnd Advisors, LLC4$2160.00%––
Syverson Strege & Co16$1.00K0.00%−121−88.3%Reduced
American National Bank10$1.00K0.00%00.0%Unchanged
Pacifica Partners Inc.13$1.00K0.00%00.0%Unchanged
TSFG, LLC18$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$1.00K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC13$1.00K0.00%+13New
Guardian Wealth Management, Inc.24$1.00K0.00%+24New
Ogorek Anthony Joseph47$2.00K0.00%00.0%Unchanged
TD Capital Management LLC40$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC40$2.00K0.00%00.0%Unchanged
Wealthstreet Investment Advisors, LLC38$2.00K0.05%00.0%Unchanged
Bogart Wealth, LLC28$2.00K0.00%00.0%Unchanged
Core Alternative Capital31$2.00K0.00%+31New
Steward Financial Group LLC48$2.00K0.00%+48New
West Paces Advisors Inc.40$2.17K0.00%00.0%Unchanged
PFS Partners, LLC50$2.73K0.00%+50New
Tradewinds Capital Management, LLC50$3.00K0.00%−34−40.5%Reduced
Pacific Center for Financial Services50$3.00K0.00%00.0%Unchanged
Schubert & Co61$3.00K0.00%+61New
Cribstone Capital Management, LLC65$4.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$4.00K0.00%+70New
Global Financial Private Client, LLC74$4.01K0.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC100$5.00K0.00%00.0%Unchanged
Central Bank & Trust Co83$5.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management84$5.00K0.00%+84New
McDonald Partners LLC110$5.98K0.01%−8,599−98.7%Reduced
Absolute Capital Management, LLC110$5.98K0.01%+110New
Truvestments Capital LLC118$6.00K0.00%−238−66.9%Reduced
Ci Investments Inc.107$6.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC120$6.00K0.00%00.0%Unchanged
Henrickson Nauta Wealth Advisors, Inc.128$6.00K0.00%+128New
Creative Financial Designs Inc133$7.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc128$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC135$7.00K0.00%00.0%Unchanged
Richwood Investment Advisors, LLC128$7.00K0.01%+128New
Mine & Arao Wealth Creation & Management, LLC.150$8.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.142$8.00K0.00%+58+69.0%Added
Providence Capital Advisors, LLC166$9.00K0.00%−117−41.3%Reduced
Toth Financial Advisory Corp167$9.00K0.00%−20−10.7%Reduced
Focused Wealth Management, Inc168$9.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC162$9.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC173$9.00K0.00%+114+193.2%Added
Kayne Anderson Rudnick Investment Management LLC158$9.00K0.00%+158New
Financial Management Professionals, Inc.185$10.0K0.00%−177−48.9%Reduced
Independence Bank of Kentucky181$10.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC200$11.0K0.01%−200−50.0%Reduced
First PREMIER Bank200$11.0K0.00%00.0%Unchanged
Rise Advisors, LLC220$12.0K0.01%+220New
Bedel Financial Consulting, Inc.225$12.0K0.00%−400−64.0%Reduced
Holloway Wealth Management, LLC–$12.0K0.00%––
Strategic Asset Management, LLC223$12.0K0.02%00.0%Unchanged
Professional Financial Advisors, LLC217$12.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.222$12.0K0.00%+222New
Shore Point Advisors, LLC222$12.0K0.01%+222New
Vigilant Capital Management, LLC244$13.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.245$13.3K0.01%+245New
McCarthy Grittinger Financial Group, LLC251$13.6K0.01%00.0%Unchanged
Covestor Ltd250$14.0K0.02%+250New
Disciplined Investments, LLC268$15.0K0.01%00.0%Unchanged
True Link Financial Advisors, LLC287$16.0K0.00%−560−66.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC297$16.0K0.00%−171−36.5%Reduced
Private Ocean, LLC300$16.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC300$16.0K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.300$16.0K0.01%+300New
Operose Advisors LLC300$16.0K0.01%+300New
Ten Capital Wealth Advisors, LLC310$17.0K0.01%00.0%Unchanged
Level Financial Advisors, Inc.320$17.0K0.01%+320New
McClarren Financial Advisors, Inc.315$18.0K0.01%+1+0.3%Added
Endurance Wealth Management, Inc.351$19.0K0.00%−110−23.9%Reduced
Westside Investment Management, Inc.351$19.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC350$19.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC344$19.0K0.01%+1+0.3%Added
Tradition Wealth Management, LLC350$19.0K0.00%+1+0.3%Added
Twin Lakes Capital Management, LLC346$19.0K0.01%+1+0.3%Added
Financial Perspectives, Inc362$19.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC371$20.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc368$20.0K0.01%+96+35.3%Added
Masso Torrence Wealth Management Inc.367$20.0K0.01%+367New
Versant Capital Management, Inc388$21.0K0.01%−4,514−92.1%Reduced
Norway Savings Bank380$21.0K0.01%00.0%Unchanged
Larson Financial Group LLC383$21.0K0.00%00.0%Unchanged
Earnest Partners LLC393$21.0K0.00%+304+341.6%Added
Fortitude Advisory Group L.L.C.373$21.0K0.01%+373New
Hanseatic Management Services Inc412$22.0K0.04%00.0%Unchanged
AlphaMark Advisors, LLC405$22.0K0.01%00.0%Unchanged
Field & Main Bank400$22.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC409$22.0K0.02%+409New
Cascade Investment Advisors, Inc.413$22.4K0.01%00.0%Unchanged