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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 9,079 | $492.0K | 0.04% | +9,079 | New |
| Country Club Trust Company, n.a. | 9,209 | $493.0K | 0.04% | −1,602−14.8% | Reduced |
| Boenning & Scattergood, Inc. | 9,115 | $494.0K | 0.08% | −466−4.9% | Reduced |
| Arkadios Wealth Advisors | 9,128 | $495.0K | 0.07% | −7,124−43.8% | Reduced |
| Virtu Financial LLC | 9,164 | $497.0K | 0.05% | +9,164 | New |
| Tiemann Investment Advisors, LLC | 9,236 | $501.0K | 0.21% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 9,252 | $502.0K | 0.02% | −64−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 9,324 | $506.0K | 0.02% | +9,324 | New |
| TCTC Holdings, LLC | 9,348 | $507.0K | 0.02% | +78+0.8% | Added |
| BKD Wealth Advisors, LLC | 9,406 | $510.0K | 0.02% | −1,130−10.7% | Reduced |
| Symmetry Partners, LLC | 9,445 | $512.0K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 9,475 | $513.0K | 0.20% | −220−2.3% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $515.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 9,529 | $517.0K | 0.11% | +9,529 | New |
| Bard Financial Services, Inc. | 9,560 | $519.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 9,573 | $519.0K | 0.74% | +8,523+811.7% | Added |
| Seelaus Asset Management LLC | 9,590 | $520.0K | 0.28% | −10,495−52.3% | Reduced |
| Beck Mack & Oliver LLC | 9,594 | $520.0K | 0.01% | 00.0% | Unchanged |
| Ferris Capital, LLC | 9,604 | $521.0K | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9,639 | $522.0K | 0.08% | −800−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,625 | $522.0K | 0.01% | −153−1.6% | Reduced |
| Ancora Advisors, LLC | 9,777 | $530.0K | 0.01% | +107+1.1% | Added |
| Verdence Capital Advisors LLC | 9,821 | $533.0K | 0.06% | −49−0.5% | Reduced |
| Assetmark, Inc | 9,824 | $533.0K | 0.00% | +9,108+1,272.1% | Added |
| Kovack Advisors, Inc. | 9,873 | $536.0K | 0.05% | +2,631+36.3% | Added |
| BTR Capital Management Inc | 9,955 | $540.0K | 0.06% | −1,050−9.5% | Reduced |
| Berkshire Asset Management LLC | 9,970 | $541.0K | 0.03% | −1,308−11.6% | Reduced |
| Berkshire Bank | 9,973 | $541.0K | 0.12% | −100−1.0% | Reduced |
| Chemung Canal Trust Co | 9,963 | $541.0K | 0.10% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 9,980 | $541.0K | 0.04% | +331+3.4% | Added |
| Heritage Way Advisors, LLC | 10,000 | $542.0K | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $542.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $543.0K | 0.16% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,046 | $544.0K | 0.05% | −571−5.4% | Reduced |
| Court Place Advisors, LLC | 10,028 | $544.0K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,032 | $544.0K | 0.03% | +72+0.7% | Added |
| Jacobi Capital Management LLC | 10,043 | $545.0K | 0.06% | +275+2.8% | Added |
| Rathbone Brothers plc | 10,110 | $548.0K | 0.01% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 10,120 | $549.0K | 0.27% | +10,120 | New |
| Bank of the West | 10,151 | $551.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 10,174 | $552.0K | 0.02% | −1,993−16.4% | Reduced |
| Carret Asset Management, LLC | 10,199 | $553.0K | 0.06% | −124−1.2% | Reduced |
| Sky Investment Group LLC | 10,217 | $554.0K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,206 | $554.0K | 0.02% | +10,206 | New |
| Washington Trust Co | 10,305 | $559.0K | 0.02% | −8,044−43.8% | Reduced |
| Mutual Advisors, LLC | 10,305 | $559.0K | 0.03% | −511−4.7% | Reduced |
| Park Avenue Securities LLC | 10,327 | $560.0K | 0.01% | +1,832+21.6% | Added |
| 1st Source Bank | 10,354 | $562.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,384 | $563.0K | 0.02% | +188+1.8% | Added |
| HRT Financial LP | 10,384 | $563.0K | 0.00% | +10,384 | New |
| Pointe Capital Management LLC | 10,403 | $564.0K | 0.36% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $564.0K | 0.27% | 00.0% | Unchanged |
| Wahed Invest LLC | 10,412 | $565.0K | 0.31% | +10,412 | New |
| Colonial Trust Advisors | 10,448 | $567.0K | 0.06% | −350−3.2% | Reduced |
| Charter Trust Co | 10,535 | $571.0K | 0.05% | −882−7.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,555 | $572.0K | 0.10% | −808−7.1% | Reduced |
| Rockbridge Investment Management, LCC | 10,548 | $572.0K | 0.08% | +7,779+280.9% | Added |
| Moneta Group Investment Advisors LLC | 10,564 | $573.0K | 0.02% | −236−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,634 | $577.0K | 0.03% | +445+4.4% | Added |
| Merlin Capital LLC | 10,675 | $579.0K | 0.67% | +10,675 | New |
| Bluefin Capital Management, LLC | 10,800 | $586.0K | 0.05% | +10,800 | New |
| Magnetar Financial LLC | 10,877 | $590.0K | 0.01% | +10,877 | New |
| ICW Investment Advisors LLC | 10,896 | $591.0K | 0.33% | +1,075+10.9% | Added |
| Dividend Assets Capital, LLC | 10,910 | $592.0K | 0.11% | −1,030−8.6% | Reduced |
| Greenleaf Trust | 10,916 | $592.0K | 0.01% | +861+8.6% | Added |
| Lindbrook Capital, LLC | 10,964 | $595.0K | 0.09% | +8,139+288.1% | Added |
| Brasada Capital Management, LP | 11,000 | $597.0K | 0.11% | +11,000 | New |
| Advisors Asset Management, Inc. | 11,025 | $598.0K | 0.01% | −3,423−23.7% | Reduced |
| Profund Advisors LLC | 11,038 | $599.0K | 0.02% | −1,543−12.3% | Reduced |
| Fiduciary Group LLC | 11,120 | $603.0K | 0.07% | −439−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,128 | $604.0K | 0.01% | +423+4.0% | Added |
| Ledyard National Bank | 11,198 | $607.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 11,212 | $608.0K | 0.11% | +11,212 | New |
| Shayne & Co., LLC | 11,310 | $613.0K | 0.33% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,411 | $618.0K | 0.02% | −324−2.8% | Reduced |
| Security National Bank of Sioux City Iowa | 11,420 | $619.0K | 0.43% | −84−0.7% | Reduced |
| Spire Wealth Management | 11,476 | $622.0K | 0.01% | −4,564−28.5% | Reduced |
| Boston Trust Walden Corp | 11,461 | $622.0K | 0.00% | +837+7.9% | Added |
| Morningstar Investment Services LLC | 11,486 | $622.0K | 0.01% | +1,801+18.6% | Added |
| Sawtooth Solutions, LLC | 11,554 | $626.0K | 0.07% | +5,393+87.5% | Added |
| Flputnam Investment Management Co | 11,646 | $632.0K | 0.02% | −124−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,676 | $633.0K | 0.04% | −2,201−15.9% | Reduced |
| Jupiter Asset Management Ltd | 11,825 | $633.0K | 0.01% | +1,733+17.2% | Added |
| Phoenix Holdings Ltd. | 11,820 | $637.0K | 0.01% | −12,441−51.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,763 | $638.0K | 0.12% | +40+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 11,778 | $639.0K | 0.01% | +240+2.1% | Added |
| Keeley-Teton Advisors, LLC | 11,828 | $642.0K | 0.07% | 00.0% | Unchanged |
| Private Capital Group, LLC | 11,823 | $643.0K | 0.14% | −172−1.4% | Reduced |
| Papp L Roy & Associates | 11,911 | $646.0K | 0.07% | −2,000−14.4% | Reduced |
| Laurel Wealth Advisors LLC | 11,913 | $646.0K | 0.14% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 12,048 | $653.0K | 0.04% | −200−1.6% | Reduced |
| Meridian Management Co | 12,040 | $653.0K | 0.19% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,085 | $655.0K | 0.07% | +754+6.7% | Added |
| Flagship Harbor Advisors, LLC | 12,118 | $657.0K | 0.06% | −2,131−15.0% | Reduced |
| Aldebaran Financial Inc. | 12,125 | $658.0K | 0.51% | −50−0.4% | Reduced |
| Investment Advisory Services Inc | 12,159 | $659.0K | 0.36% | −318−2.5% | Reduced |
| Grimes & Company, Inc. | 12,334 | $669.0K | 0.03% | +64+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 12,392 | $672.0K | 0.05% | +1,071+9.5% | Added |
| American National Insurance Co | 12,429 | $674.0K | 0.15% | −100,340−89.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,426 | $674.0K | 0.04% | −383−3.0% | Reduced |