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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Hawaiian Bank | 27,930 | $1.51M | 0.04% | +21,688+347.5% | Added |
| Neville Rodie & Shaw Inc | 28,003 | $1.52M | 0.11% | −135−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 28,190 | $1.53M | 0.01% | +157+0.6% | Added |
| Wedbush Securities Inc | 28,507 | $1.55M | 0.07% | +69+0.2% | Added |
| Central Trust Co | 28,609 | $1.55M | 0.04% | −650−2.2% | Reduced |
| Palladium Partners LLC | 28,832 | $1.57M | 0.06% | −1,113−3.7% | Reduced |
| Cetera Investment Advisers | 29,009 | $1.57M | 0.02% | −1,585−5.2% | Reduced |
| South Dakota Investment Council | 29,059 | $1.58M | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 29,136 | $1.58M | 0.04% | −1,074−3.6% | Reduced |
| Delta Financial Advisors LLC | 29,246 | $1.59M | 0.65% | +187+0.6% | Added |
| Echo Street Capital Management LLC | 29,435 | $1.60M | 0.01% | +29,435 | New |
| Avantax Advisory Services, Inc. | 29,464 | $1.60M | 0.02% | +4,175+16.5% | Added |
| Kraematon Investment Advisors, Inc | 29,471 | $1.60M | 1.43% | +29,471 | New |
| FineMark National Bank & Trust | 29,919 | $1.62M | 0.06% | −821−2.7% | Reduced |
| Savant Capital, LLC | 30,536 | $1.66M | 0.05% | +672+2.3% | Added |
| Curbstone Financial Management Corp | 30,708 | $1.67M | 0.29% | −700−2.2% | Reduced |
| CIBC World Markets Corp | 30,890 | $1.68M | 0.01% | −18,024−36.8% | Reduced |
| Financial Advocates Investment Management | 30,974 | $1.68M | 0.12% | −102−0.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 31,535 | $1.69M | 0.05% | −3,930−11.1% | Reduced |
| Breiter Capital Management Inc | 31,735 | $1.72M | 0.84% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,771 | $1.72M | 0.04% | +820+2.6% | Added |
| Veracity Capital LLC | 31,962 | $1.73M | 0.70% | −504−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 32,090 | $1.74M | 0.03% | −3,206−9.1% | Reduced |
| Pearl River Capital, LLC | 32,123 | $1.74M | 0.47% | +32,123 | New |
| Leverage Partners Absolute Return Fund SPC | 32,500 | $1.76M | 1.01% | −700−2.1% | Reduced |
| Birch Hill Investment Advisors LLC | 33,119 | $1.80M | 0.09% | −3,440−9.4% | Reduced |
| Blue Square Asset Management, LLC | 33,357 | $1.81M | 1.12% | +316+1.0% | Added |
| Poehling Capital Management, LLC | 33,392 | $1.81M | 0.58% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 33,593 | $1.83M | 0.03% | −3,778−10.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 33,593 | $1.83M | 0.03% | −3,778−10.1% | Reduced |
| Sigma Planning Corp | 33,913 | $1.84M | 0.05% | +1,013+3.1% | Added |
| Proequities, Inc. | 34,100 | $1.85M | 0.11% | −997−2.8% | Reduced |
| Montecito Bank & Trust | 34,228 | $1.86M | 0.33% | +1,775+5.5% | Added |
| Whittier Trust Co | 34,481 | $1.87M | 0.03% | −129−0.4% | Reduced |
| MD Financial Management Inc. | 34,740 | $1.88M | 0.05% | +6,694+23.9% | Added |
| MUFG Americas Holdings Corp | 34,959 | $1.90M | 0.04% | −1,858−5.0% | Reduced |
| Cetera Advisors LLC | 35,117 | $1.91M | 0.04% | −516−1.4% | Reduced |
| Pacific Global Investment Management CO | 35,187 | $1.91M | 0.35% | −729−2.0% | Reduced |
| Strategic Capital Advisers, Inc. | 35,232 | $1.91M | 1.37% | +132+0.4% | Added |
| KCM Investment Advisors LLC | 35,416 | $1.92M | 0.07% | +1,411+4.1% | Added |
| Simplex Trading, LLC | 35,458 | $1.92M | 0.06% | +8,105+29.6% | Added |
| JustInvest LLC | 35,646 | $1.93M | 0.11% | +13,588+61.6% | Added |
| Banque Cantonale Vaudoise | 35,732 | $1.94M | 0.08% | −7,800−17.9% | Reduced |
| Burney Co | 35,732 | $1.94M | 0.08% | −1,068−2.9% | Reduced |
| Bokf, NA | 36,064 | $1.96M | 0.03% | −455−1.2% | Reduced |
| Fulcrum Asset Management LLP | – | $1.96M | 0.96% | – | – |
| Headinvest, LLC | 36,097 | $1.96M | 0.35% | −60−0.2% | Reduced |
| Boston Private Wealth LLC | 36,438 | $1.98M | 0.03% | +2,357+6.9% | Added |
| Macquarie Group Ltd | 36,636 | $1.99M | 0.00% | −11,848−24.4% | Reduced |
| Gofen & Glossberg LLC | 36,662 | $1.99M | 0.04% | −3,367−8.4% | Reduced |
| XXEC, Inc. | 42,185 | $1.99M | 1.70% | −330−0.8% | Reduced |
| Essex Financial Services, Inc. | 36,971 | $2.00M | 0.20% | +121+0.3% | Added |
| Thrivent Financial for Lutherans | 37,931 | $2.06M | 0.00% | +711+1.9% | Added |
| Advisor Partners LLC | 38,287 | $2.08M | 0.13% | −3,282−7.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,334 | $2.08M | 0.08% | +3,030+8.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,986 | $2.12M | 0.04% | −423−1.1% | Reduced |
| E. Ohman J:or Asset Management AB | 39,300 | $2.13M | 0.06% | +2,500+6.8% | Added |
| NBT Bank N A | 39,453 | $2.14M | 0.28% | −1,012−2.5% | Reduced |
| Glenview Trust Co | 39,592 | $2.15M | 0.07% | +1,564+4.1% | Added |
| NorthCrest Asset Manangement, LLC | 39,619 | $2.15M | 0.12% | +39,619 | New |
| IMA Wealth, Inc. | 39,751 | $2.16M | 0.48% | −1,670−4.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 40,938 | $2.22M | 0.10% | +1,415+3.6% | Added |
| Moors & Cabot, Inc. | 41,289 | $2.24M | 0.14% | +1,383+3.5% | Added |
| Woodard & Co Asset Management Group Inc | 41,407 | $2.25M | 1.06% | +417+1.0% | Added |
| Prospector Partners LLC | 42,280 | $2.29M | 0.27% | −500−1.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 42,816 | $2.32M | 0.23% | −309−0.7% | Reduced |
| Monarch Capital Management Inc | 42,972 | $2.33M | 0.60% | −734−1.7% | Reduced |
| Canandaigua National Corp | 42,975 | $2.33M | 0.34% | +1,153+2.8% | Added |
| Parsons Capital Management Inc | 43,272 | $2.35M | 0.17% | −415−0.9% | Reduced |
| Ethic Inc. | 43,920 | $2.38M | 0.18% | +7,713+21.3% | Added |
| Aquila Investment Management LLC | 44,000 | $2.39M | 1.15% | +44,000 | New |
| YHB Investment Advisors, Inc. | 44,231 | $2.40M | 0.19% | +1,622+3.8% | Added |
| Shell Asset Management Co | 44,437 | $2.41M | 0.05% | +7,545+20.5% | Added |
| Trust Co of Vermont | 45,103 | $2.45M | 0.15% | −787−1.7% | Reduced |
| Tiaa, FSB | 45,366 | $2.46M | 0.01% | −628−1.4% | Reduced |
| People's United Financial, Inc. | 46,402 | $2.52M | 0.06% | −16,753−26.5% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.54M | 0.20% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 46,766 | $2.54M | 0.57% | +2,975+6.8% | Added |
| Woodstock Corp | 47,179 | $2.56M | 0.27% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 47,385 | $2.57M | 0.06% | −5,280−10.0% | Reduced |
| Veritable, L.P. | 47,559 | $2.58M | 0.04% | +215+0.5% | Added |
| Argent Trust Co | 47,595 | $2.58M | 0.15% | −91−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 48,040 | $2.61M | 0.05% | +4,700+10.8% | Added |
| Myriad Asset Management Ltd. | 48,300 | $2.62M | 0.29% | −88,000−64.6% | Reduced |
| Achmea Investment Management B.V. | 48,321 | $2.62M | 0.12% | −2,108−4.2% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 48,496 | $2.63M | 2.46% | +48,496 | New |
| Daiwa Securities Group Inc. | 48,672 | $2.64M | 0.02% | +1,905+4.1% | Added |
| Cullinan Associates Inc | 49,300 | $2.67M | 0.14% | +300+0.6% | Added |
| Cubist Systematic Strategies, LLC | 49,890 | $2.71M | 0.03% | −187,549−79.0% | Reduced |
| Pacer Advisors, Inc. | 50,769 | $2.75M | 0.03% | +4,339+9.3% | Added |
| McMillion Capital Management Inc | 50,789 | $2.75M | 1.49% | −276−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 51,054 | $2.77M | 0.03% | +15,438+43.3% | Added |
| STRS Ohio | 51,275 | $2.78M | 0.01% | +5,387+11.7% | Added |
| LSV Asset Management | 52,100 | $2.83M | 0.01% | −178,200−77.4% | Reduced |
| TD Waterhouse Canada Inc. | 51,572 | $2.83M | 0.03% | +51,572 | New |
| Eqis Capital Management, Inc. | 52,186 | $2.83M | 0.21% | −1,378−2.6% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.84M | 1.29% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 52,485 | $2.85M | 0.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 52,906 | $2.87M | 0.12% | +1,023+2.0% | Added |