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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 1,933 | $105.0K | 0.06% | +1,933 | New |
| M&R Capital Management Inc | 1,965 | $106.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,969 | $107.0K | 0.07% | −1,612−45.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $107.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 2,000 | $108.0K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,988 | $108.0K | 0.01% | +4+0.2% | Added |
| SBK Financial, Inc. | 2,000 | $108.0K | 0.09% | +2,000 | New |
| CKW Financial Group | 1,950 | $110.0K | 0.02% | −300−13.3% | Reduced |
| Aua Capital Management, LLC | 2,050 | $111.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,050 | $111.0K | 0.06% | +50+2.5% | Added |
| Ulland Investment Advisors, LLC | 2,039 | $111.0K | 0.07% | +2,039 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,110 | $113.0K | 0.00% | −3,500−62.4% | Reduced |
| Howe & Rusling Inc | 2,085 | $113.0K | 0.01% | +250+13.6% | Added |
| Massmutual Trust Co FSB | 2,103 | $114.0K | 0.00% | −139−6.2% | Reduced |
| Vectors Research Management, LLC | 2,100 | $114.0K | 0.02% | +100+5.0% | Added |
| Northern Oak Wealth Management Inc | 2,150 | $117.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,169 | $118.0K | 0.02% | +300+16.1% | Added |
| Duncker Streett & Co Inc | 2,214 | $120.0K | 0.02% | −235−9.6% | Reduced |
| Leonteq Securities AG | 2,251 | $122.1K | 0.01% | +1,810+410.4% | Added |
| Clean Yield Group | 2,259 | $123.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,280 | $124.0K | 0.06% | +125+5.8% | Added |
| Zions Bancorporation, N.A. | 2,309 | $125.0K | 0.01% | +116+5.3% | Added |
| Cornerstone Advisory, LLC | 2,301 | $125.0K | 0.02% | +2,301 | New |
| Citizens National Bank Trust Department | 2,300 | $125.0K | 0.05% | +2,300 | New |
| Chilton Capital Management LLC | 2,326 | $126.0K | 0.01% | +2,326 | New |
| Gables Capital Management Inc. | 2,350 | $127.0K | 0.08% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 2,812 | $127.0K | 0.08% | +2,812 | New |
| Tevis Investment Management | 2,320 | $127.0K | 0.11% | +2,320 | New |
| NVWM, LLC | 2,381 | $130.0K | 0.04% | −44−1.8% | Reduced |
| Raffa Wealth Management, LLC | 2,407 | $130.6K | 0.04% | −9−0.4% | Reduced |
| Hudock, Inc. | 2,420 | $131.0K | 0.04% | −52−2.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,427 | $131.6K | 0.04% | 00.0% | Unchanged |
| Seeyond | 2,440 | $132.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 2,442 | $132.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,454 | $133.0K | 0.03% | +639+35.2% | Added |
| AllSquare Wealth Management LLC | 2,463 | $134.0K | 0.08% | −380−13.4% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $137.0K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $137.0K | 0.03% | +1,271+100.7% | Added |
| Sageworth Trust Co | 2,541 | $138.0K | 0.01% | −7,128−73.7% | Reduced |
| Hanson & Doremus Investment Management | 2,555 | $139.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,554 | $139.0K | 0.05% | +2,554 | New |
| Oakworth Capital, Inc. | 2,631 | $142.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,622 | $142.0K | 0.07% | +323+14.0% | Added |
| Ironwood Wealth Management, LLC. | 2,631 | $143.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 2,629 | $143.0K | 0.09% | +2,629 | New |
| FinTrust Capital Advisors, LLC | 2,684 | $146.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $148.0K | 0.02% | −937−25.6% | Reduced |
| Costello Asset Management, INC | 2,830 | $153.0K | 0.09% | −175−5.8% | Reduced |
| Trustcore Financial Services, LLC | 2,841 | $154.0K | 0.02% | −1,999−41.3% | Reduced |
| Atlantic Trust, LLC | 2,844 | $154.0K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,851 | $154.6K | 0.01% | −631−18.1% | Reduced |
| Parkside Financial Bank & Trust | 2,860 | $155.0K | 0.04% | −818−22.2% | Reduced |
| Brewin Dolphin Ltd | 2,874 | $156.0K | 0.01% | +990+52.5% | Added |
| Mascoma Wealth Management LLC | 2,960 | $161.0K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,080 | $167.0K | 0.01% | −346−10.1% | Reduced |
| Confluence Wealth Services, Inc. | 3,184 | $172.0K | 0.06% | +3,184 | New |
| Edmond de Rothschild Holding S.A. | 3,289 | $178.0K | 0.00% | +2,347+249.2% | Added |
| FourThought Financial, LLC | 3,325 | $180.0K | 0.02% | −47−1.4% | Reduced |
| CoreCap Advisors, LLC | 3,310 | $180.0K | 0.01% | +3,310 | New |
| KRS Capital Management, LLC | 3,387 | $183.0K | 0.16% | +3,387 | New |
| Sun Life Financial INC | 3,539 | $192.0K | 0.01% | +193+5.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,640 | $197.0K | 0.13% | −75−2.0% | Reduced |
| Harbour Investments, Inc. | 3,669 | $199.0K | 0.01% | −5,481−59.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 3,695 | $200.0K | 0.02% | +3,695 | New |
| Ahrens Investment Partners LLC | 3,691 | $200.0K | 0.09% | +3,691 | New |
| Brandywine Oak Private Wealth LLC | 3,726 | $202.0K | 0.02% | +3,726 | New |
| Madison Wealth Partners, Inc | 3,716 | $202.0K | 0.10% | +3,716 | New |
| Sovereign Financial Group, Inc. | 3,721 | $202.0K | 0.08% | +3,721 | New |
| Twelve Points Wealth Management LLC | 3,720 | $202.0K | 0.16% | +3,720 | New |
| First Midwest Bank Trust Division | 3,735 | $203.0K | 0.03% | +3,735 | New |
| Krilogy Financial LLC | 3,765 | $204.0K | 0.02% | +3,765 | New |
| Financial Advisors, LLC | 3,778 | $205.0K | 0.06% | −188−4.7% | Reduced |
| Ritholtz Wealth Management | 3,772 | $205.0K | 0.01% | +3,772 | New |
| Northstar Asset Management LLC | 3,807 | $206.0K | 0.05% | +3,807 | New |
| OneAscent Financial Services LLC | 3,837 | $208.0K | 0.40% | −2,487−39.3% | Reduced |
| Stiles Financial Services Inc | 3,829 | $208.0K | 0.10% | +3,829 | New |
| Robertson Stephens Wealth Management, LLC | 3,882 | $211.0K | 0.02% | +3,882 | New |
| First Farmers & Merchants Bank / Trust | 3,885 | $211.0K | 0.21% | +3,885 | New |
| Northeast Financial Consultants Inc | 3,901 | $212.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 3,935 | $213.0K | 0.21% | −1,825−31.7% | Reduced |
| Abacus Wealth Partners, LLC | 3,931 | $213.2K | 0.08% | −55−1.4% | Reduced |
| Proficio Capital Partners LLC | 3,939 | $214.0K | 0.03% | +3,939 | New |
| Meristem Family Wealth, LLC | 3,971 | $215.0K | 0.02% | −79−2.0% | Reduced |
| BancorpSouth Bank | 3,961 | $215.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,973 | $215.0K | 0.02% | +3,973 | New |
| Banque Pictet & Cie SA | 3,980 | $216.0K | 0.00% | +3,980 | New |
| Mandatum Life Insurance Co Ltd | 3,978 | $216.0K | 0.06% | +3,978 | New |
| Wealthcare Advisory Partners LLC | 3,994 | $217.0K | 0.01% | −1,538−27.8% | Reduced |
| Edge Capital Group, LLC | 4,009 | $217.0K | 0.02% | −200−4.8% | Reduced |
| Summit Financial Group Inc | 4,004 | $217.0K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,033 | $219.0K | 0.06% | −474−10.5% | Reduced |
| Great Diamond Partners, LLC | 4,039 | $219.0K | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,045 | $219.0K | 0.03% | +34+0.8% | Added |
| Glassman Wealth Services | 4,035 | $219.0K | 0.04% | +725+21.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,044 | $219.0K | 0.04% | +4,044 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,052 | $220.0K | 0.03% | 00.0% | Unchanged |
| Madison Wealth Management | 4,059 | $220.0K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,052 | $220.0K | 0.06% | +7+0.2% | Added |
| Aries Wealth Management | 4,080 | $221.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,067 | $221.0K | 0.03% | +75+1.9% | Added |