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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 4,091 | $222.0K | 0.01% | −1,961−32.4% | Reduced |
| Douglas Lane & Associates, LLC | 4,089 | $222.0K | 0.00% | −600−12.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,093 | $222.0K | 0.03% | −59−1.4% | Reduced |
| Centaurus Financial, Inc. | 4,106 | $223.0K | 0.02% | +512+14.2% | Added |
| DuPont Capital Management Corp | 4,136 | $224.0K | 0.01% | −2,717−39.6% | Reduced |
| Independent Wealth Network Inc. | 4,124 | $224.0K | 0.14% | −10−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 4,155 | $225.0K | 0.04% | −3,293−44.2% | Reduced |
| Smithfield Trust Co | 4,127 | $225.0K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,154 | $225.0K | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,147 | $225.0K | 0.02% | +4,147 | New |
| Dark Forest Capital Management LP | 4,191 | $227.0K | 0.08% | +1,428+51.7% | Added |
| Pittenger & Anderson Inc | 4,184 | $227.0K | 0.01% | +2,651+172.9% | Added |
| Matthew Goff Investment Advisor, LLC | 4,211 | $228.0K | 0.05% | −29,810−87.6% | Reduced |
| Main Street Financial Solutions, LLC | 4,195 | $228.0K | 0.03% | −174−4.0% | Reduced |
| Laidlaw Wealth Management LLC | 4,194 | $228.0K | 0.04% | −128−3.0% | Reduced |
| Hall Capital Management Co Inc | 4,200 | $228.0K | 0.13% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,211 | $228.0K | 0.00% | +204+5.1% | Added |
| TFC Financial Management | 4,203 | $228.0K | 0.07% | +1,351+47.4% | Added |
| Laurel Wealth Advisors, Inc. | 4,206 | $228.0K | 0.02% | +4,206 | New |
| US Financial Advisors, LLC | 4,228 | $229.0K | 0.10% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,225 | $229.0K | 0.01% | +31+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,238 | $230.0K | 0.01% | −405−8.7% | Reduced |
| Equitable Trust Co | 4,232 | $230.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,236 | $230.0K | 0.02% | +44+1.0% | Added |
| Commons Capital, LLC | 4,235 | $230.0K | 0.23% | +4,235 | New |
| ProVise Management Group, LLC | 4,266 | $231.0K | 0.02% | +4,266 | New |
| Wealthsource Partners, LLC | 4,283 | $232.0K | 0.02% | −16−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 4,280 | $232.0K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,270 | $232.0K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,268 | $232.0K | 0.01% | +4,268 | New |
| Harvest Fund Management Co., Ltd | 4,342 | $233.0K | 0.04% | −446−9.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,292 | $233.0K | 0.08% | +4,292 | New |
| Rodgers Brothers Inc. | 4,321 | $234.0K | 0.04% | +300+7.5% | Added |
| Fernwood Investment Management, LLC | 4,352 | $236.0K | 0.08% | −200−4.4% | Reduced |
| Whalerock Point Partners, LLC | 4,358 | $236.4K | 0.08% | −45−1.0% | Reduced |
| Charter Oak Capital Management, LLC | 4,372 | $237.0K | 0.03% | +121+2.8% | Added |
| Todd Asset Management LLC | 4,377 | $237.0K | 0.01% | +4,377 | New |
| Rockland Trust Co | 4,400 | $238.0K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,382 | $238.0K | 0.24% | +4,382 | New |
| Grove Bank & Trust | 4,393 | $239.0K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,400 | $239.0K | 0.16% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,385 | $240.0K | 0.02% | −18−0.4% | Reduced |
| Acropolis Investment Management, LLC | 4,448 | $241.0K | 0.02% | −9−0.2% | Reduced |
| Levin Capital Strategies, L.P. | 4,472 | $243.0K | 0.02% | +4,472 | New |
| MPS Loria Financial Planners, LLC | 4,499 | $244.0K | 0.10% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,500 | $244.0K | 0.14% | +4,500 | New |
| Baxter Bros Inc | 4,558 | $247.0K | 0.04% | −200−4.2% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $247.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,551 | $247.0K | 0.04% | +1,309+40.4% | Added |
| Naples Global Advisors, LLC | 4,576 | $248.0K | 0.03% | −175−3.7% | Reduced |
| Allworth Financial LP | 4,567 | $248.0K | 0.00% | +1,273+38.6% | Added |
| Hilltop Holdings Inc. | 4,579 | $249.0K | 0.03% | −2,584−36.1% | Reduced |
| Cutler Group LP | 4,605 | $249.0K | 0.02% | −1,179−20.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,613 | $250.0K | 0.05% | −297−6.0% | Reduced |
| Radnor Capital Management, LLC | 4,607 | $250.0K | 0.06% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,617 | $250.0K | 0.05% | +42+0.9% | Added |
| Congress Asset Management Co | 4,600 | $250.0K | 0.00% | +109+2.4% | Added |
| Change Path, LLC | 4,606 | $250.0K | 0.01% | +579+14.4% | Added |
| Sheets Smith Wealth Management | 4,638 | $252.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,636 | $252.0K | 0.02% | +4,636 | New |
| TCWP LLC | 4,676 | $253.0K | 0.05% | +4,676 | New |
| Founders Capital Management, LLC | 4,696 | $255.0K | 0.06% | −45−0.9% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $255.0K | 0.22% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,722 | $256.0K | 0.04% | −645−12.0% | Reduced |
| RSM US Wealth Management LLC | 4,713 | $256.0K | 0.01% | −452−8.8% | Reduced |
| Formidable Asset Management, LLC | 4,745 | $256.0K | 0.05% | −216−4.4% | Reduced |
| Bridgewater Advisors Inc. | 4,713 | $256.0K | 0.06% | +35+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,743 | $257.0K | 0.08% | +20.0% | Added |
| Telemus Capital, LLC | 4,748 | $258.0K | 0.02% | −162−3.3% | Reduced |
| Optimum Investment Advisors | 4,768 | $259.0K | 0.10% | −200−4.0% | Reduced |
| IFG Advisory, LLC | 4,776 | $259.0K | 0.03% | −121−2.5% | Reduced |
| GSB Wealth Management, LLC | 4,774 | $259.0K | 0.07% | +4,774 | New |
| Avestar Capital, LLC | 4,781 | $259.0K | 0.05% | +4,781 | New |
| Lafayette Investments, Inc. | 4,800 | $260.0K | 0.06% | +4,800 | New |
| Logan Capital Management Inc | 4,804 | $261.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,806 | $261.0K | 0.01% | +4,806 | New |
| Zacks Investment Management | 4,835 | $262.0K | 0.00% | −123,718−96.2% | Reduced |
| Valmark Advisers, Inc. | 4,835 | $262.0K | 0.00% | +4,835 | New |
| Brighton Jones LLC | 4,858 | $263.0K | 0.01% | +4,858 | New |
| Montis Financial, LLC | 4,860 | $264.0K | 0.19% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 4,862 | $264.0K | 0.01% | +18+0.4% | Added |
| D'Orazio & Associates, Inc. | 4,886 | $265.0K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,891 | $265.0K | 0.04% | +8+0.2% | Added |
| JBF Capital, Inc. | 4,900 | $266.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 4,907 | $266.0K | 0.11% | +239+5.1% | Added |
| First Financial Corp | 4,923 | $267.0K | 0.16% | −40−0.8% | Reduced |
| Becker Capital Management Inc | 4,948 | $268.0K | 0.01% | −170−3.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,945 | $268.0K | 0.14% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,964 | $269.0K | 0.02% | −446−8.2% | Reduced |
| First Financial Bank - Trust Division | 4,968 | $269.0K | 0.03% | −18−0.4% | Reduced |
| Spinnaker Trust | 4,958 | $269.0K | 0.02% | +126+2.6% | Added |
| CX Institutional | 4,975 | $270.0K | 0.02% | +163+3.4% | Added |
| HighTower Trust Services, LTA | 4,990 | $271.0K | 0.03% | +4,990 | New |
| LGT Group Foundation | 5,000 | $271.0K | 0.01% | +5,000 | New |
| Tennessee Valley Asset Management Partners | 5,039 | $273.0K | 0.09% | −49−1.0% | Reduced |
| Aveo Capital Partners, LLC | 5,029 | $273.0K | 0.05% | +7+0.1% | Added |
| Private Advisory Group LLC | 5,057 | $274.0K | 0.06% | +1,179+30.4% | Added |
| TFG Advisers LLC | 5,079 | $275.0K | 0.12% | +652+14.7% | Added |
| Pinnacle Financial Partners Inc | 5,121 | $277.0K | 0.01% | +23+0.5% | Added |
| First Command Bank | 5,367 | $278.0K | 0.05% | 00.0% | Unchanged |