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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 418 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 458 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 479 | $26.0K | 0.00% | +56+13.2% | Added |
| PrairieView Partners, LLC | 481 | $26.0K | 0.00% | +254+111.9% | Added |
| Equitec Proprietary Markets, LLC | 475 | $26.0K | 0.01% | +475 | New |
| Boit C F David | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 496 | $27.0K | 0.01% | +496 | New |
| Intelligent Financial Strategies | 497 | $27.0K | 0.02% | +497 | New |
| Kelly Financial Services LLC | 516 | $28.0K | 0.01% | +1+0.2% | Added |
| Front Row Advisors LLC | 508 | $28.0K | 0.01% | +60+13.4% | Added |
| Fred Alger Management, LLC | 515 | $28.0K | 0.00% | +515 | New |
| EverSource Wealth Advisors, LLC | 511 | $28.0K | 0.01% | +511 | New |
| Old Second National Bank of Aurora | 800 | $31.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 573 | $31.0K | 0.02% | −80−12.3% | Reduced |
| Selective Wealth Management, Inc. | 568 | $31.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 581 | $31.5K | 0.01% | −120−17.1% | Reduced |
| TAP Consulting, LLC | 612 | $33.0K | 0.01% | +612 | New |
| Amplius Wealth Advisors, LLC | 633 | $34.0K | 0.00% | +633 | New |
| Prestige Wealth Management Group LLC | 649 | $35.0K | 0.01% | −64−9.0% | Reduced |
| Elmwood Wealth Management, Inc. | 640 | $35.0K | 0.02% | +640 | New |
| Bivin & Associates, Inc. | 650 | $35.0K | 0.03% | +650 | New |
| Simon Quick Advisors, LLC | 657 | $36.0K | 0.01% | −22−3.2% | Reduced |
| First National Bank of South Miami | 660 | $36.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 665 | $36.0K | 0.01% | +51+8.3% | Added |
| Laffer Tengler Investments | 670 | $36.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 706 | $37.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 677 | $37.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 674 | $37.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 719 | $39.0K | 0.01% | +28+4.1% | Added |
| Heritage Wealth Advisors | 725 | $39.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $39.0K | 0.00% | 00.0% | Unchanged |
| Motco | 732 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 742 | $40.0K | 0.03% | +742 | New |
| Antonetti Capital Management LLC | 748 | $41.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $41.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $43.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 792 | $43.0K | 0.01% | +16+2.1% | Added |
| James Reed Financial Services, Inc. | 800 | $43.0K | 0.04% | +800 | New |
| West Branch Capital LLC | 809 | $44.0K | 0.02% | −100−11.0% | Reduced |
| Gradient Investments LLC | 813 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 833 | $45.0K | 0.01% | +3+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 836 | $45.0K | 0.02% | +836 | New |
| CarsonAllaria Wealth Management, Ltd. | 831 | $45.0K | 0.04% | +831 | New |
| Newbridge Financial Services Group, Inc. | 889 | $48.0K | 0.02% | +716+413.9% | Added |
| Ford Financial Group, LLC | 888 | $48.0K | 0.02% | +888 | New |
| Bray Capital Advisors | 925 | $50.0K | 0.01% | −100−9.8% | Reduced |
| Pinnacle Bancorp, Inc. | 920 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 946 | $51.0K | 0.02% | +348+58.2% | Added |
| Norwood Financial Corp | 940 | $51.0K | 0.07% | +940 | New |
| Widmann Financial Services, Inc. | 947 | $51.0K | 0.04% | +947 | New |
| Pflug Koory, LLC | 955 | $52.0K | 0.03% | −95−9.0% | Reduced |
| Truehand, Inc | 950 | $52.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 988 | $54.0K | 0.01% | −17−1.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,040 | $56.0K | 0.01% | −8,168−88.7% | Reduced |
| Lenox Wealth Advisors, LLC | 1,039 | $56.0K | 0.01% | +245+30.9% | Added |
| Missouri Trust & Investment Co | 1,039 | $56.0K | 0.03% | +1,039 | New |
| Mystic Asset Management, Inc. | 1,050 | $56.0K | 0.03% | +1,050 | New |
| Gemmer Asset Management LLC | 1,057 | $57.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,084 | $59.0K | 0.00% | −294−21.3% | Reduced |
| Highlander Capital Management, LLC | 1,080 | $59.0K | 0.03% | −270−20.0% | Reduced |
| Baystate Wealth Management LLC | 1,087 | $59.0K | 0.01% | −9−0.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,085 | $59.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,099 | $60.0K | 0.01% | +1,099 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,150 | $62.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,183 | $64.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,222 | $66.0K | 0.02% | +103+9.2% | Added |
| CVA Family Office, LLC | 1,252 | $68.0K | 0.02% | +1,144+1,059.3% | Added |
| Old North State Trust, LLC | 1,263 | $69.0K | 0.05% | −76−5.7% | Reduced |
| State of Wyoming | 1,294 | $70.0K | 0.03% | −903−41.1% | Reduced |
| Key Financial Inc | 1,316 | $71.0K | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,324 | $72.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,326 | $72.0K | 0.06% | +1,326 | New |
| American Research & Management Co. | 1,350 | $73.0K | 0.02% | +25+1.9% | Added |
| Crescent Capital Consulting, LLC | 1,411 | $76.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,418 | $77.0K | 0.01% | +106+8.1% | Added |
| Bellevue Asset Management, LLC | 1,432 | $78.0K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,444 | $78.0K | 0.01% | +1,444 | New |
| HHM Wealth Advisors, LLC | 1,454 | $79.0K | 0.02% | +875+151.1% | Added |
| Freedman Financial Associates, Inc. | 1,530 | $83.0K | 0.06% | −12−0.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,548 | $84.0K | 0.00% | +855+123.4% | Added |
| Addison Advisors LLC | 1,578 | $86.0K | 0.05% | +774+96.3% | Added |
| First Community Trust NA | 1,597 | $86.6K | 0.07% | +1,597 | New |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $89.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,669 | $91.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,705 | $92.0K | 0.01% | −385−18.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,712 | $93.0K | 0.05% | +3+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 1,719 | $93.0K | 0.06% | +1,719 | New |
| JFS Wealth Advisors, LLC | 1,738 | $94.0K | 0.01% | +94+5.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,765 | $96.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,798 | $98.0K | 0.01% | −1,866−50.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,815 | $98.0K | 0.01% | +1+0.1% | Added |
| TCI Wealth Advisors, Inc. | 1,810 | $98.0K | 0.01% | +89+5.2% | Added |
| MV Capital Management, Inc. | 1,824 | $99.0K | 0.01% | +25+1.4% | Added |
| Capital Advisors, Ltd. LLC | 1,844 | $100.0K | 0.02% | +89+5.1% | Added |
| Concord Wealth Partners | 1,865 | $101.0K | 0.02% | +1,494+402.7% | Added |
| Carolinas Wealth Consulting LLC | 1,895 | $103.0K | 0.02% | +50+2.7% | Added |
| Evermay Wealth Management LLC | 1,937 | $105.0K | 0.02% | 00.0% | Unchanged |