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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
Global Retirement Partners, LLC0$00.00%−1,481−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−1,150−100.0%Sold out
Better Money Decisions, LLC0$00.00%−1,126−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1,023−100.0%Sold out
Firestone Capital Management0$00.00%−1,050−100.0%Sold out
Ironwood Financial, llc0$00.00%−771−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−738−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−700−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−663−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−638−100.0%Sold out
Ade, LLC0$00.00%−593−100.0%Sold out
MCF Advisors LLC0$00.00%−475−100.0%Sold out
Carderock Capital Management Inc0$00.00%−415−100.0%Sold out
Red Tortoise LLC0$00.00%−542−100.0%Sold out
Sawyer & Company, Inc0$00.00%−300−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−312−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−266−100.0%Sold out
Robinson Value Management, Ltd.0$00.00%−250−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−250−100.0%Sold out
Perkins Coie Trust Co0$00.00%−239−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−200−100.0%Sold out
Resolute Partners Group0$00.00%−201−100.0%Sold out
Phoenix Wealth Advisors0$00.00%−200−100.0%Sold out
Pacitti Group Inc.0$00.00%−167−100.0%Sold out
Tfo-TDC, LLC0$00.00%−153−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−150−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−139−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−112−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−91−100.0%Sold out
Robbins Farley LLC0$00.00%−100−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−75−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−58−100.0%Sold out
Consolidated Planning Corp0$00.00%−23−100.0%Sold out
Cordant, Inc.0$00.00%−2−100.0%Sold out
Marshall Wace Asia Ltd––––Not filed
DSAM Partners (London) Ltd––––Not filed
BBVA USA––––Not filed
Three Peaks Capital Management, LLC––––Not filed
World Asset Management Inc––––Not filed
NorthCoast Asset Management LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
Eudaimonia Partners, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
Homrich & Berg––––Not filed
Covenant Multifamily Offices, LLC––––Not filed
Farr Miller & Washington LLC––––Not filed
Sonora Investment Management, LLC––––Not filed
Security National Trust Co––––Not filed
Filbrandt Wealth Management, LLC––––Not filed
Mercer Capital Advisers, Inc.––––Not filed
Wealth Quarterback LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Heritage Wealth Management, LLC––––Not filed