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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 53,017 | $2.88M | 0.10% | −400−0.7% | Reduced |
| Candriam Luxembourg S.C.A. | 53,152 | $2.88M | 0.02% | −1,465−2.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 53,424 | $2.90M | 0.04% | +619+1.2% | Added |
| Louisiana State Employees Retirement System | 54,300 | $2.94M | 0.06% | +300+0.6% | Added |
| Heritage Investors Management Corp | 54,436 | $2.95M | 0.11% | −250.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,018 | $2.98M | 0.06% | +3,217+6.2% | Added |
| Atria Investments LLC | 55,243 | $3.00M | 0.05% | −5,309−8.8% | Reduced |
| JB Capital LLC | 55,718 | $3.02M | 0.30% | −4,128−6.9% | Reduced |
| Silvercrest Asset Management Group LLC | 56,324 | $3.06M | 0.02% | −2,487−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 56,385 | $3.06M | 0.07% | +2,647+4.9% | Added |
| Souders Financial Advisors | 56,714 | $3.08M | 0.88% | −235−0.4% | Reduced |
| Cetera Advisor Networks LLC | 57,199 | $3.10M | 0.04% | +783+1.4% | Added |
| L & S Advisors Inc | 57,373 | $3.11M | 0.34% | −26,115−31.3% | Reduced |
| Evercore Wealth Management, LLC | 58,103 | $3.15M | 0.05% | −1,029−1.7% | Reduced |
| Shikiar Asset Management Inc | 58,740 | $3.19M | 0.81% | +1,235+2.1% | Added |
| Cohen Klingenstein LLC | 59,064 | $3.20M | 0.13% | −7,774−11.6% | Reduced |
| United Capital Financial Advisers, LLC | 59,085 | $3.21M | 0.01% | +1,054+1.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $3.22M | 0.63% | 00.0% | Unchanged |
| Stephens Inc | 59,732 | $3.24M | 0.05% | −443−0.7% | Reduced |
| CSM Advisors, LLC | 60,020 | $3.26M | 0.22% | +610+1.0% | Added |
| K.J. Harrison & Partners Inc | 60,000 | $3.26M | 0.46% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60,255 | $3.27M | 1.16% | +410+0.7% | Added |
| Blair William & Co | 60,610 | $3.29M | 0.01% | −2,455−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 61,063 | $3.31M | 0.01% | +12,890+26.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 61,101 | $3.31M | 0.08% | +61,101 | New |
| Schroder Investment Management Group | 61,140 | $3.32M | 0.00% | −12,781−17.3% | Reduced |
| Wesbanco Bank Inc | 61,540 | $3.34M | 0.12% | −822−1.3% | Reduced |
| Prio Wealth Limited Partnership | 61,928 | $3.36M | 0.10% | −1,357−2.1% | Reduced |
| AMG National Trust Bank | 62,708 | $3.40M | 0.10% | +1,457+2.4% | Added |
| Elo Mutual Pension Insurance Co | 62,694 | $3.40M | 0.09% | +4,858+8.4% | Added |
| Gabelli Funds LLC | 63,000 | $3.42M | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 63,145 | $3.42M | 0.10% | +14,325+29.3% | Added |
| Teachers Retirement System of the State of Kentucky | 63,265 | $3.43M | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 64,071 | $3.48M | 0.92% | −545−0.8% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $3.48M | 0.57% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 64,148 | $3.48M | 0.01% | −10,148−13.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,318 | $3.56M | 0.05% | +7,618+13.0% | Added |
| Maryland State Retirement & Pension System | 66,402 | $3.60M | 0.09% | 00.0% | Unchanged |
| Delta Capital Management LLC | 66,437 | $3.60M | 2.01% | +45+0.1% | Added |
| Brown Brothers Harriman & Co | 67,172 | $3.64M | 0.02% | −3,410−4.8% | Reduced |
| Mercer Global Advisors Inc | 67,452 | $3.66M | 0.02% | +10,176+17.8% | Added |
| Lazard Asset Management LLC | 67,500 | $3.66M | 0.00% | −9,029−11.8% | Reduced |
| Lee Danner & Bass Inc | 67,933 | $3.69M | 0.32% | −747−1.1% | Reduced |
| Captrust Financial Advisors | 68,166 | $3.70M | 0.03% | +2,184+3.3% | Added |
| Hohimer Wealth Management, LLC | 68,437 | $3.71M | 0.78% | −5,316−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 69,159 | $3.75M | 0.06% | +58,204+531.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 69,199 | $3.75M | 0.05% | +30,000+76.5% | Added |
| Allstate Corp | 69,316 | $3.76M | 0.07% | +46,915+209.4% | Added |
| Tredje AP-fonden | 69,660 | $3.78M | 0.07% | +9,880+16.5% | Added |
| Raymond James Trust N.A. | 70,812 | $3.84M | 0.11% | −2,462−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 71,073 | $3.86M | 0.13% | +9,397+15.2% | Added |
| Securian Asset Management, Inc | 71,590 | $3.88M | 0.07% | −2,554−3.4% | Reduced |
| SG Americas Securities, LLC | 72,005 | $3.91M | 0.03% | −6,320−8.1% | Reduced |
| Pinebridge Investments, L.P. | 72,278 | $3.92M | 0.04% | +13,870+23.7% | Added |
| Advisor Resource Council | 73,322 | $3.98M | 0.31% | +51,986+243.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73,602 | $3.99M | 0.01% | +6,760+10.1% | Added |
| Norinchukin Bank, The | 73,983 | $4.01M | 0.05% | −560−0.8% | Reduced |
| GAM Holding AG | 77,457 | $4.20M | 0.19% | −345−0.4% | Reduced |
| Guggenheim Capital LLC | 78,045 | $4.23M | 0.02% | −7,235−8.5% | Reduced |
| Clearbridge Investments, LLC | 78,269 | $4.25M | 0.00% | −500−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 78,555 | $4.26M | 0.12% | −695−0.9% | Reduced |
| Northwest Investment Counselors, LLC | 79,548 | $4.32M | 1.06% | −759−0.9% | Reduced |
| Huber Capital Management LLC | 80,700 | $4.38M | 1.15% | −16,500−17.0% | Reduced |
| AlphaCrest Capital Management LLC | 81,374 | $4.41M | 0.16% | +61,164+302.6% | Added |
| Kestra Advisory Services, LLC | 83,585 | $4.53M | 0.05% | −2,570−3.0% | Reduced |
| Ingalls & Snyder LLC | 84,181 | $4.57M | 0.21% | −776−0.9% | Reduced |
| IFP Advisors, Inc | 85,399 | $4.67M | 0.09% | +11,746+15.9% | Added |
| Family Capital Trust Co | 86,257 | $4.68M | 1.31% | −514−0.6% | Reduced |
| Qube Research & Technologies Ltd | 87,181 | $4.73M | 0.04% | +42,994+97.3% | Added |
| Farmers & Merchants Investments Inc | 87,819 | $4.76M | 0.18% | −1,980−2.2% | Reduced |
| Hartford Investment Management Co | 88,073 | $4.78M | 0.11% | +6,997+8.6% | Added |
| Nissay Asset Management Corp | 89,048 | $4.83M | 0.04% | +574+0.6% | Added |
| Kessler Investment Group, LLC | 89,129 | $4.83M | 2.72% | +89,129 | New |
| Sargent Investment Group, LLC | 89,930 | $4.88M | 1.11% | −10,850−10.8% | Reduced |
| Huntington National Bank | 89,989 | $4.88M | 0.04% | +272+0.3% | Added |
| Westpac Banking Corp | 90,047 | $4.88M | 0.05% | −7,365−7.6% | Reduced |
| Employees Retirement System of Texas | 95,000 | $5.15M | 0.06% | −165,000−63.5% | Reduced |
| CapWealth Advisors, LLC | 96,278 | $5.22M | 0.53% | +1,631+1.7% | Added |
| Nomura Holdings Inc | 96,452 | $5.23M | 0.03% | +96,452 | New |
| Cresset Asset Management, LLC | 96,230 | $5.23M | 0.05% | +8,573+9.8% | Added |
| Mackenzie Financial Corp | 96,580 | $5.24M | 0.01% | −2,166−2.2% | Reduced |
| Regions Financial Corp | 97,540 | $5.29M | 0.04% | −1,186−1.2% | Reduced |
| Close Asset Management Ltd | 97,679 | $5.30M | 0.19% | −3,640−3.6% | Reduced |
| Xponance, Inc. | 99,413 | $5.39M | 0.08% | −94,479−48.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 99,857 | $5.42M | 0.34% | −4,561−4.4% | Reduced |
| Wesleyan Assurance Society | 101,500 | $5.50M | 0.65% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 103,830 | $5.63M | 0.02% | +5,170+5.2% | Added |
| Clifford Swan Investment Counsel LLC | 104,404 | $5.66M | 0.20% | −792−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 105,799 | $5.74M | 0.45% | −1,010−0.9% | Reduced |
| Capital Management Corp | 107,359 | $5.82M | 1.21% | −868−0.8% | Reduced |
| Evoke Wealth, LLC | 107,666 | $5.84M | 0.18% | −546−0.5% | Reduced |
| IFM Investors Pty Ltd | 108,295 | $5.87M | 0.11% | −788−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,772 | $5.90M | 0.06% | +340.0% | Added |
| Bahl & Gaynor Inc | 109,289 | $5.93M | 0.03% | −611−0.6% | Reduced |
| GPM Growth Investors, Inc. | 109,924 | $5.96M | 2.97% | −913−0.8% | Reduced |
| HM Payson & Co | 110,897 | $6.01M | 0.13% | −2,354−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 112,482 | $6.10M | 0.02% | −1,183−1.0% | Reduced |
| ING Groep NV | 113,105 | $6.13M | 0.05% | +40,258+55.3% | Added |
| Davenport & Co LLC | 113,765 | $6.17M | 0.04% | +2,874+2.6% | Added |
| Telos Capital Management, Inc. | 114,446 | $6.21M | 0.78% | +8,131+7.6% | Added |