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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 6,666 | $362.0K | 0.09% | +91+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $364.0K | 0.02% | −5,500−45.0% | Reduced |
| Alps Advisors Inc | 6,745 | $366.0K | 0.00% | +134+2.0% | Added |
| Fukoku Mutual Life Insurance Co | 6,780 | $368.0K | 0.03% | +220+3.4% | Added |
| Gillespie Robinson & Grimm Inc | 6,819 | $370.0K | 0.03% | −37−0.5% | Reduced |
| CPWM, LLC | 7,191 | $372.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,867 | $372.0K | 0.04% | +225+3.4% | Added |
| Wintrust Investments LLC | 6,904 | $374.0K | 0.04% | +6,904 | New |
| Goelzer Investment Management, Inc. | 6,915 | $375.0K | 0.03% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 6,931 | $376.0K | 0.02% | −467−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,935 | $376.0K | 0.07% | −27−0.4% | Reduced |
| Riverwater Partners LLC | 6,946 | $377.0K | 0.33% | +6,946 | New |
| Congress Wealth Management LLC | 6,947 | $377.0K | 0.01% | +6,947 | New |
| Kore Private Wealth LLC | 6,989 | $379.0K | 0.05% | −3,180−31.3% | Reduced |
| Western Wealth Management, LLC | 7,092 | $379.0K | 0.04% | +7,092 | New |
| SRS Capital Advisors, Inc. | 7,007 | $380.0K | 0.05% | +469+7.2% | Added |
| Jones Financial Companies LLLP | 7,044 | $382.0K | 0.00% | +993+16.4% | Added |
| Clarius Group, LLC | 7,085 | $384.0K | 0.03% | +368+5.5% | Added |
| S.A. Mason LLC | 7,104 | $385.0K | 0.23% | +10.0% | Added |
| Argent Capital Management LLC | 7,098 | $385.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 7,110 | $386.0K | 0.32% | −125−1.7% | Reduced |
| Sageworth Trust Co of South Dakota | 7,123 | $386.0K | 0.59% | +7,123 | New |
| Snowden Capital Advisors LLC | 7,141 | $387.0K | 0.02% | −2,029−22.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $387.0K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,197 | $390.0K | 0.04% | +331+4.8% | Added |
| Orion Portfolio Solutions, LLC | 7,231 | $392.0K | 0.01% | +271+3.9% | Added |
| Arete Wealth Advisors, LLC | 7,462 | $393.0K | 0.03% | +137+1.9% | Added |
| First Foundation Advisors | 7,241 | $393.0K | 0.01% | +34+0.5% | Added |
| SeaCrest Wealth Management, LLC | 7,310 | $396.0K | 0.04% | −219−2.9% | Reduced |
| Burleson & Company, LLC | 7,365 | $399.0K | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,471 | $405.0K | 0.09% | −876−10.5% | Reduced |
| Fruth Investment Management | 7,481 | $405.0K | 0.11% | 00.0% | Unchanged |
| Farmers National Bank | 7,494 | $406.5K | 0.13% | −210−2.7% | Reduced |
| Veriti Management LLC | 7,508 | $407.0K | 0.05% | −444−5.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,501 | $407.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 7,525 | $408.0K | 0.01% | −11,039−59.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,523 | $409.0K | 0.03% | −305−3.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,637 | $410.0K | 0.04% | −337−4.2% | Reduced |
| Metis Global Partners, LLC | 7,571 | $411.0K | 0.11% | +7,571 | New |
| Diversified Trust Co | 7,596 | $412.0K | 0.01% | −2,111−21.7% | Reduced |
| Meridian Investment Counsel Inc. | 7,618 | $413.0K | 0.14% | +1,025+15.5% | Added |
| Regent Investment Management LLC | 7,682 | $417.0K | 0.09% | −600−7.2% | Reduced |
| Virtue Capital Management, LLC | 7,692 | $417.0K | 0.06% | −269−3.4% | Reduced |
| Conning Inc. | 7,699 | $418.0K | 0.01% | −793−9.3% | Reduced |
| First City Capital Management, Inc. | 9,215 | $422.0K | 0.24% | −1,255−12.0% | Reduced |
| Wellington Management Group LLP | 7,816 | $424.0K | 0.00% | −1,100−12.3% | Reduced |
| Horizon Investments, LLC | 7,874 | $427.0K | 0.01% | −8,809−52.8% | Reduced |
| Schnieders Capital Management LLC | 7,872 | $427.0K | 0.10% | +567+7.8% | Added |
| Bennicas & Associates, Inc. | 7,891 | $428.0K | 0.22% | 00.0% | Unchanged |
| Heritage Trust Co | 7,918 | $429.0K | 0.06% | +127+1.6% | Added |
| CFO4Life Group, LLC | 7,945 | $431.0K | 0.09% | +3,158+66.0% | Added |
| St Germain D J Co Inc | 7,966 | $432.0K | 0.02% | −917−10.3% | Reduced |
| Piscataqua Savings Bank | 7,994 | $434.0K | 0.34% | −89−1.1% | Reduced |
| Ellevest, Inc. | 8,039 | $436.0K | 0.04% | +349+4.5% | Added |
| Washington Trust Bank | 8,035 | $436.0K | 0.04% | +746+10.2% | Added |
| Institute for Wealth Management, LLC. | 8,071 | $438.0K | 0.07% | −38−0.5% | Reduced |
| SlateStone Wealth, LLC | 8,079 | $438.0K | 0.09% | +2,090+34.9% | Added |
| Dorsey & Whitney Trust CO LLC | 8,128 | $440.0K | 0.04% | −172−2.1% | Reduced |
| Farmers Trust Co | 8,137 | $441.0K | 0.09% | −250−3.0% | Reduced |
| Sentry Investment Management LLC | 8,171 | $443.0K | 0.12% | +858+11.7% | Added |
| Meeder Asset Management Inc | 8,198 | $445.0K | 0.04% | −3,068−27.2% | Reduced |
| First National Trust Co | 8,251 | $447.0K | 0.02% | −1,348−14.0% | Reduced |
| Signaturefd, LLC | 8,238 | $447.0K | 0.01% | +437+5.6% | Added |
| Covington Capital Management | 8,269 | $449.0K | 0.02% | −500−5.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $449.0K | 0.16% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,389 | $449.0K | 0.00% | +355+4.4% | Added |
| Blueshift Asset Management, LLC | 8,288 | $450.0K | 0.04% | −65,040−88.7% | Reduced |
| Clearstead Advisors, LLC | 8,351 | $453.0K | 0.03% | −582−6.5% | Reduced |
| Baker Ellis Asset Management LLC | 8,353 | $453.0K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,402 | $455.0K | 0.01% | −70−0.8% | Reduced |
| Brinker Capital Investments, LLC | 8,413 | $456.0K | 0.01% | +8,413 | New |
| Alterity Financial Group, LLC | 8,405 | $456.0K | 0.49% | +8,405 | New |
| NTV Asset Management LLC | 8,448 | $458.0K | 0.08% | −315−3.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,473 | $460.0K | 0.10% | 00.0% | Unchanged |
| United Bank | 8,507 | $461.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,534 | $463.0K | 0.06% | +294+3.6% | Added |
| Drexel Morgan & Co. | 8,578 | $465.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,582 | $465.0K | 0.20% | +8,582 | New |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $466.0K | 0.14% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 8,681 | $471.0K | 0.30% | −301−3.4% | Reduced |
| Wade G W & Inc | 8,688 | $471.0K | 0.02% | −162−1.8% | Reduced |
| Azimuth Capital Management LLC | 8,735 | $474.0K | 0.02% | −810−8.5% | Reduced |
| Washington Trust Advisors, Inc. | 8,750 | $474.0K | 0.03% | +8,750 | New |
| Siemens Fonds Invest GmbH | 8,864 | $475.0K | 0.03% | −31−0.3% | Reduced |
| Rafferty Asset Management, LLC | 8,772 | $476.0K | 0.00% | −3,482−28.4% | Reduced |
| Clear Street Markets LLC | 8,791 | $477.0K | 0.04% | +8,791 | New |
| HBK Sorce Advisory LLC | 8,877 | $481.0K | 0.02% | +398+4.7% | Added |
| Monterey Private Wealth, Inc. | 8,877 | $482.0K | 0.24% | +75+0.9% | Added |
| American National Registered Investment Advisor, Inc. | 8,886 | $482.0K | 0.16% | −30.0% | Reduced |
| NorthRock Partners, LLC | 8,899 | $483.0K | 0.04% | +1,352+17.9% | Added |
| Kistler-Tiffany Companies, LLC | 8,946 | $485.0K | 0.09% | −126−1.4% | Reduced |
| Financial Advisory Group | 8,937 | $485.0K | 0.10% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,936 | $485.0K | 0.14% | +550+6.6% | Added |
| Valeo Financial Advisors, LLC | 8,984 | $487.0K | 0.03% | +45+0.5% | Added |
| Great Valley Advisor Group, Inc. | 9,036 | $489.0K | 0.03% | +397+4.6% | Added |
| Tucker Asset Management LLC | 9,145 | $489.7K | 0.16% | +74+0.8% | Added |
| Atwood & Palmer Inc | 9,025 | $490.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,056 | $490.0K | 0.01% | +242+2.7% | Added |
| Community Bank, N.A. | 9,045 | $490.0K | 0.06% | +1,841+25.6% | Added |
| TownSquare Capital, LLC | 9,076 | $492.0K | 0.01% | −398−4.2% | Reduced |