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 |
|---|---|---|---|---|---|
| Exane Derivatives | 12,518 | $679.0K | 0.17% | +7,234+136.9% | Added |
| Werlinich Asset Management, LLC | 12,575 | $682.1K | 0.50% | −1,000−7.4% | Reduced |
| American Century Companies Inc | 12,659 | $687.0K | 0.00% | −836,315−98.5% | Reduced |
| Oak Thistle LLC | 12,740 | $691.0K | 0.54% | +12,740 | New |
| AIA Group Ltd | 12,780 | $693.0K | 0.03% | +8,540+201.4% | Added |
| Wetherby Asset Management Inc | 12,788 | $694.0K | 0.04% | +495+4.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,814 | $695.0K | 0.02% | 00.0% | Unchanged |
| Transform Wealth, LLC | 12,852 | $697.0K | 0.07% | −1,344−9.5% | Reduced |
| Van Leeuwen & Company, LLC | 13,011 | $706.0K | 0.40% | −8,540−39.6% | Reduced |
| Osborne Partners Capital Management, LLC | 13,033 | $707.0K | 0.05% | −9,943−43.3% | Reduced |
| Chicago Capital, LLC | 13,037 | $707.0K | 0.03% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 13,071 | $709.0K | 0.90% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,071 | $709.0K | 0.29% | +9+0.1% | Added |
| Cerity Partners LLC | 12,996 | $709.0K | 0.01% | +5,970+85.0% | Added |
| Financial Counselors Inc | 13,088 | $710.0K | 0.01% | −8,375−39.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,117 | $711.0K | 0.08% | −1,200−8.4% | Reduced |
| J.W. Cole Advisors, Inc. | 13,133 | $712.0K | 0.05% | −804−5.8% | Reduced |
| Bath Savings Trust Co | 13,299 | $721.0K | 0.07% | −1,698−11.3% | Reduced |
| Penserra Capital Management LLC | 15,635 | $721.0K | 0.02% | +12,432+388.1% | Added |
| OPSEU Pension Plan Trust Fund | 13,424 | $724.0K | 0.16% | +212+1.6% | Added |
| Aigen Investment Management, LP | 13,567 | $726.0K | 0.04% | −111,545−89.2% | Reduced |
| Benedict Financial Advisors Inc | 13,397 | $727.0K | 0.19% | −586−4.2% | Reduced |
| Forte Capital LLC | 13,403 | $727.0K | 0.09% | +124+0.9% | Added |
| Holderness Investments Co | 13,416 | $728.0K | 0.21% | −7−0.1% | Reduced |
| Carroll Financial Associates, Inc. | 13,624 | $729.0K | 0.04% | +405+3.1% | Added |
| Freestone Capital Holdings, LLC | 13,463 | $730.0K | 0.03% | +5,698+73.4% | Added |
| Pensionfund DSM Netherlands | 13,500 | $732.0K | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 13,506 | $733.0K | 0.33% | −200−1.5% | Reduced |
| GYL Financial Synergies, LLC | 13,603 | $738.0K | 0.20% | +978+7.7% | Added |
| Compton Capital Management Inc | 13,684 | $742.0K | 0.19% | −1,010−6.9% | Reduced |
| Sowell Financial Services LLC | 13,675 | $742.0K | 0.04% | +99+0.7% | Added |
| Ahl Investment Management, Inc. | 13,687 | $742.0K | 0.68% | +13,687 | New |
| TrinityPoint Wealth, LLC | 13,735 | $745.0K | 0.13% | −1,988−12.6% | Reduced |
| Security National Bank of So Dak | 13,801 | $749.0K | 0.50% | −20−0.1% | Reduced |
| Means Investment Co., Inc. | 13,825 | $750.0K | 0.13% | +30.0% | Added |
| Allred Capital Management, LLC | 13,882 | $752.0K | 0.36% | −35−0.3% | Reduced |
| Pitcairn Co | 13,869 | $752.0K | 0.05% | −34−0.2% | Reduced |
| Journey Advisory Group, LLC | 13,867 | $752.0K | 0.21% | +600+4.5% | Added |
| Amussen Hunsaker Associates LLC | 14,101 | $757.0K | 0.18% | −100−0.7% | Reduced |
| Ascension Asset Management LLC | 13,968 | $758.0K | 0.45% | −208−1.5% | Reduced |
| Everett Harris & Co | 14,021 | $760.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 14,090 | $764.0K | 0.02% | +14,090 | New |
| Empirical Finance, LLC | 14,124 | $766.0K | 0.09% | +4,048+40.2% | Added |
| Kestra Private Wealth Services, LLC | 14,269 | $774.0K | 0.04% | +4,892+52.2% | Added |
| Paloma Partners Management Co | 14,300 | $776.0K | 0.02% | +856+6.4% | Added |
| Kingsview Wealth Management, LLC | 14,306 | $776.0K | 0.03% | +1,075+8.1% | Added |
| Donaldson Capital Management, LLC | 14,332 | $777.0K | 0.03% | −2,052−12.5% | Reduced |
| South State Corp. | 14,341 | $778.0K | 0.06% | −325−2.2% | Reduced |
| Ar Asset Management Inc | 14,400 | $781.0K | 0.20% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 14,435 | $783.0K | 0.00% | +14,435 | New |
| IBM Retirement Fund | 14,466 | $785.0K | 0.10% | −10,124−41.2% | Reduced |
| Venture Visionary Partners LLC | 14,542 | $788.0K | 0.05% | −32−0.2% | Reduced |
| True North Advisors, LLC | 14,554 | $789.0K | 0.13% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 14,569 | $790.0K | 0.05% | −257−1.7% | Reduced |
| Lincoln National Corp | 14,722 | $799.0K | 0.02% | +1,787+13.8% | Added |
| Trust Co of Virginia | 14,783 | $802.0K | 0.08% | −965−6.1% | Reduced |
| Assenagon Asset Management S.A. | 14,905 | $808.0K | 0.00% | +176+1.2% | Added |
| Fieldpoint Private Securities, LLC | 14,990 | $813.0K | 0.16% | +240+1.6% | Added |
| CAPROCK Group, Inc. | 15,002 | $816.0K | 0.07% | +2,064+16.0% | Added |
| Baldwin Investment Management, LLC | 15,067 | $817.0K | 0.21% | −100−0.7% | Reduced |
| Brendel Financial Advisors LLC | 15,165 | $823.0K | 0.43% | +1,087+7.7% | Added |
| Fort, L.P. | 15,193 | $824.0K | 0.27% | +3,196+26.6% | Added |
| Bragg Financial Advisors, Inc | 15,975 | $827.0K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 15,474 | $839.0K | 0.60% | −38−0.2% | Reduced |
| Westhampton Capital, LLC | 15,517 | $842.0K | 0.52% | −345−2.2% | Reduced |
| Home Federal Bank of Tennessee | 15,564 | $844.0K | 0.28% | +310+2.0% | Added |
| Foster & Motley Inc | 15,715 | $852.0K | 0.07% | −34−0.2% | Reduced |
| Valley Brook Capital Group | 15,760 | $854.0K | 0.74% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,748 | $854.0K | 0.03% | +368+2.4% | Added |
| Triangle Securities Wealth Management | 15,814 | $858.0K | 0.27% | −295−1.8% | Reduced |
| Columbia Asset Management | 15,822 | $858.0K | 0.18% | +200+1.3% | Added |
| Parsec Financial Management, Inc. | 15,898 | $862.0K | 0.04% | +50.0% | Added |
| Burns J W & Co Inc | 15,905 | $863.0K | 0.12% | −1,177−6.9% | Reduced |
| Simmons Bank | 16,062 | $872.0K | 0.06% | −1,572−8.9% | Reduced |
| Capital City Trust Co | 16,102 | $873.0K | 0.25% | +181+1.1% | Added |
| Boothbay Fund Management, LLC | 16,157 | $876.0K | 0.03% | +2,374+17.2% | Added |
| River Wealth Advisors LLC | 16,177 | $877.0K | 0.14% | −17−0.1% | Reduced |
| Ellis Investment Partners, LLC | 16,266 | $882.0K | 0.20% | −1,741−9.7% | Reduced |
| Bryn Mawr Trust Co | 16,349 | $887.0K | 0.03% | +494+3.1% | Added |
| Appian Way Asset Management LP | 16,376 | $888.0K | 0.38% | −134,324−89.1% | Reduced |
| Atlantic Union Bankshares Corp | 16,380 | $888.0K | 0.08% | −684−4.0% | Reduced |
| Parallel Advisors, LLC | 16,446 | $892.0K | 0.03% | −131−0.8% | Reduced |
| Sandy Spring Bank | 16,467 | $893.0K | 0.04% | −1,314−7.4% | Reduced |
| Montag A & Associates Inc | 16,485 | $894.0K | 0.04% | −130−0.8% | Reduced |
| Webster Bank, N. A. | 16,510 | $895.0K | 0.09% | −178−1.1% | Reduced |
| GWM Advisors LLC | 16,505 | $895.0K | 0.01% | +10,505+175.1% | Added |
| David Loasby | 16,532 | $897.0K | 0.11% | +27+0.2% | Added |
| Resources Investment Advisors, LLC. | 16,599 | $900.0K | 0.03% | −205−1.2% | Reduced |
| Merit Financial Group, LLC | 16,726 | $907.0K | 0.09% | +10.0% | Added |
| Lake Street Advisors Group, LLC | 16,779 | $910.0K | 0.06% | +104+0.6% | Added |
| Estabrook Capital Management | 17,033 | $923.9K | 0.13% | −1,403−7.6% | Reduced |
| EagleClaw Capital Managment, LLC | 17,100 | $928.0K | 0.20% | +500+3.0% | Added |
| AdvisorNet Financial, Inc | 17,300 | $938.0K | 0.06% | +9,424+119.7% | Added |
| Federation des caisses Desjardins du Quebec | 17,335 | $940.1K | 0.01% | −665−3.7% | Reduced |
| TRUE Private Wealth Advisors | 17,379 | $942.0K | 0.13% | −62−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 17,450 | $946.0K | 0.31% | −10−0.1% | Reduced |
| Miller Investment Management, LP | 17,500 | $949.0K | 0.14% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 17,497 | $949.0K | 0.08% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 17,589 | $954.0K | 0.08% | +17,589 | New |
| Waters Parkerson & Co., LLC | 17,661 | $958.0K | 0.05% | −10,072−36.3% | Reduced |