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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 5,130 | $278.0K | 0.02% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5,117 | $278.0K | 0.23% | +5,117 | New |
| Notis-McConarty Edward | 5,175 | $281.0K | 0.09% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,194 | $281.7K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 5,191 | $282.0K | 0.06% | +101+2.0% | Added |
| Regal Wealth Group, Inc. | 5,240 | $284.0K | 0.16% | −614−10.5% | Reduced |
| Mirova | 5,249 | $284.0K | 0.03% | +1,066+25.5% | Added |
| Mairs & Power Inc | 5,261 | $285.0K | 0.00% | −439−7.7% | Reduced |
| Verition Fund Management LLC | 5,263 | $285.0K | 0.00% | +5,263 | New |
| OneAscent Wealth Management LLC | 5,276 | $286.0K | 0.71% | −2,710−33.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,300 | $287.0K | 0.01% | −562−9.6% | Reduced |
| Proffitt & Goodson Inc | 5,316 | $288.0K | 0.05% | −90−1.7% | Reduced |
| Claro Advisors LLC | 5,330 | $289.0K | 0.10% | 00.0% | Unchanged |
| First International Bank & Trust | 5,323 | $289.0K | 0.10% | +5,323 | New |
| BDO Wealth Advisors, LLC | 5,384 | $292.0K | 0.03% | +398+8.0% | Added |
| Outfitter Financial LLC | 5,410 | $293.0K | 0.21% | −107−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,402 | $293.0K | 0.02% | +750+16.1% | Added |
| Level Four Advisory Services, LLC | 5,409 | $293.0K | 0.02% | +1,460+37.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,489 | $298.0K | 0.01% | −3,064−35.8% | Reduced |
| Associated Banc-Corp | 5,493 | $298.0K | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 5,513 | $299.0K | 0.02% | −687−11.1% | Reduced |
| Thomasville National Bank | 5,514 | $299.0K | 0.03% | −68−1.2% | Reduced |
| Belpointe Asset Management LLC | 5,529 | $299.0K | 0.02% | +800+16.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $300.0K | 0.37% | +5,531 | New |
| Great Lakes Advisors, LLC | 5,553 | $301.0K | 0.00% | +3+0.1% | Added |
| Aevitas Wealth Management, Inc. | 5,617 | $305.0K | 0.18% | +7+0.1% | Added |
| Monetary Management Group Inc | 5,625 | $305.0K | 0.08% | +475+9.2% | Added |
| BOK Financial Private Wealth, Inc. | 5,619 | $305.0K | 0.02% | +5,619 | New |
| Surevest, LLC | 5,634 | $306.0K | 0.07% | −1,662−22.8% | Reduced |
| Leavell Investment Management, Inc. | 5,649 | $307.0K | 0.02% | −195−3.3% | Reduced |
| MBB Public Markets I LLC | 5,663 | $307.0K | 0.01% | +5,663 | New |
| Cullen Capital Management LLC | 5,673 | $308.0K | 0.00% | −1,550−21.5% | Reduced |
| West Oak Capital, LLC | 5,695 | $309.0K | 0.11% | −300−5.0% | Reduced |
| Davidson Trust Co | 5,696 | $309.0K | 0.21% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,700 | $309.0K | 0.02% | +5,700 | New |
| Wealthspire Advisors, LLC | 5,707 | $310.0K | 0.01% | −26−0.5% | Reduced |
| Northwest Bancshares, Inc. | 5,733 | $311.0K | 0.06% | −79−1.4% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $311.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,727 | $311.0K | 0.01% | +3,891+211.9% | Added |
| SignalPoint Asset Management, LLC | 5,785 | $313.0K | 0.10% | −150−2.5% | Reduced |
| Brookstone Capital Management | 6,072 | $315.0K | 0.01% | −512−7.8% | Reduced |
| Basepoint Wealth LLC | 5,829 | $316.2K | 0.31% | +5,829 | New |
| MRJ Capital Inc | 5,845 | $317.0K | 0.18% | −1,065−15.4% | Reduced |
| First Quadrant L P | 5,841 | $317.0K | 0.03% | +718+14.0% | Added |
| Soltis Investment Advisors LLC | 5,855 | $318.0K | 0.04% | −210−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 5,870 | $318.0K | 0.03% | +650+12.5% | Added |
| FRG Family Wealth Advisors LLC | 5,881 | $319.0K | 0.06% | −75−1.3% | Reduced |
| Founders Financial Alliance, LLC | 5,889 | $319.0K | 0.13% | +20.0% | Added |
| KG&L Capital Management,LLC | 5,901 | $320.0K | 0.13% | −450−7.1% | Reduced |
| MEMBERS Trust Co | 5,915 | $321.0K | 0.01% | +76+1.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,925 | $321.0K | 0.03% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,929 | $322.0K | 0.07% | +1,259+27.0% | Added |
| Meridian Wealth Management, LLC | 5,963 | $323.0K | 0.03% | +10.0% | Added |
| Arrow Financial Corp | 5,947 | $323.0K | 0.04% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,973 | $324.0K | 0.00% | +5,973 | New |
| Systematic Financial Management LP | 6,000 | $325.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $325.0K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $325.0K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,017 | $326.0K | 0.06% | +1,159+23.9% | Added |
| Coldstream Capital Management Inc | 6,018 | $326.0K | 0.01% | +6,018 | New |
| Woodmont Investment Counsel LLC | 6,037 | $327.0K | 0.04% | +197+3.4% | Added |
| Nichols & Pratt Advisers LLP | 6,060 | $328.0K | 0.02% | −2,450−28.8% | Reduced |
| NEXT Financial Group, Inc | 6,086 | $330.0K | 0.02% | −983−13.9% | Reduced |
| Geneos Wealth Management Inc. | 6,101 | $330.0K | 0.01% | +49+0.8% | Added |
| Sequoia Financial Advisors, LLC | 6,081 | $330.0K | 0.01% | +6,081 | New |
| Bailard, Inc. | 6,113 | $332.0K | 0.01% | −179−2.8% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $332.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,144 | $333.0K | 0.08% | −22−0.4% | Reduced |
| Cambridge Advisors Inc. | 6,149 | $334.0K | 0.08% | −152−2.4% | Reduced |
| Rothschild Investment Corp | 6,159 | $334.0K | 0.03% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 6,150 | $334.0K | 0.30% | +6,150 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $335.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,179 | $335.0K | 0.02% | +6,179 | New |
| Hancock Whitney Corp | 6,201 | $336.0K | 0.01% | −158−2.5% | Reduced |
| Waldron Private Wealth LLC | 6,208 | $336.0K | 0.02% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 6,197 | $337.0K | 0.05% | +310+5.3% | Added |
| Two Sigma Securities, LLC | 6,275 | $340.0K | 0.07% | +6,275 | New |
| Howland Capital Management LLC | 6,283 | $341.0K | 0.02% | −830−11.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $342.0K | 0.11% | 00.0% | Unchanged |
| Northeast Investment Management | 6,327 | $343.0K | 0.02% | −1,407−18.2% | Reduced |
| LCM Capital Management Inc | 6,330 | $343.0K | 0.27% | −43−0.7% | Reduced |
| Chicago Trust Co NA | 6,320 | $343.0K | 0.07% | +6,320 | New |
| Maven Securities LTD | 6,356 | $345.0K | 0.04% | −10,581−62.5% | Reduced |
| Capital Analysts, LLC | 6,366 | $345.0K | 0.02% | −352−5.2% | Reduced |
| Institutional & Family Asset Management, LLC | 6,391 | $347.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 6,403 | $348.0K | 0.17% | −445−6.5% | Reduced |
| Old National Bancorp | 6,424 | $348.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,413 | $348.0K | 0.18% | +600+10.3% | Added |
| Asset Dedication, LLC | 6,420 | $349.0K | 0.04% | −424−6.2% | Reduced |
| NTB Financial Corp | 6,431 | $349.0K | 0.24% | +6,431 | New |
| WBH Advisory Inc | 6,460 | $350.0K | 0.04% | −49−0.8% | Reduced |
| Forbes J M & Co LLP | 6,510 | $353.0K | 0.04% | +494+8.2% | Added |
| Anchor Investment Management, LLC | 6,560 | $355.8K | 0.04% | −50−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,582 | $357.0K | 0.00% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,788 | $359.0K | 0.06% | −13−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 6,639 | $360.0K | 0.01% | +769+13.1% | Added |
| Axxcess Wealth Management, LLC | 6,639 | $360.0K | 0.03% | +6,639 | New |
| Colony Group LLC | 6,663 | $361.0K | 0.01% | −248−3.6% | Reduced |
| Essex Savings Bank | 6,687 | $362.0K | 0.12% | −215−3.1% | Reduced |