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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 17,652 | $958.0K | 0.31% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,688 | $960.0K | 0.14% | −19−0.1% | Reduced |
| Quantum Private Wealth, LLC | 17,845 | $967.0K | 0.37% | +17,845 | New |
| Walleye Trading LLC | 17,866 | $969.0K | 0.02% | −5,113−22.3% | Reduced |
| AE Wealth Management LLC | 18,037 | $978.0K | 0.01% | −3,677−16.9% | Reduced |
| Buffington Mohr McNeal | 18,059 | $980.0K | 0.17% | 00.0% | Unchanged |
| American Portfolios Advisors | 18,423 | $999.3K | 0.03% | −1,356−6.9% | Reduced |
| Advisory Services Network, LLC | 18,554 | $1.01M | 0.03% | −6,305−25.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,589 | $1.01M | 0.14% | −585−3.1% | Reduced |
| Graypoint LLC | 18,736 | $1.02M | 0.11% | −681−3.5% | Reduced |
| Corient Capital Partners, LLC | 18,739 | $1.02M | 0.07% | +288+1.6% | Added |
| Bessemer Group Inc | 18,880 | $1.02M | 0.00% | +16+0.1% | Added |
| L2 Asset Management, LLC | 18,893 | $1.02M | 0.72% | +10,808+133.7% | Added |
| Resources Management Corp | 19,003 | $1.03M | 0.13% | −150−0.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.03M | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 19,043 | $1.03M | 0.03% | −250−1.3% | Reduced |
| Patten & Patten Inc | 19,038 | $1.03M | 0.07% | +20.0% | Added |
| Wolverine Trading, LLC | 19,361 | $1.04M | 0.01% | −52,376−73.0% | Reduced |
| Pathstone Family Office, LLC | 19,112 | $1.04M | 0.03% | +11,400+147.8% | Added |
| Legend Financial Advisors, Inc. | 19,340 | $1.05M | 0.73% | −469−2.4% | Reduced |
| Cigna Investments Inc | 19,484 | $1.06M | 0.08% | −7,131−26.8% | Reduced |
| Two Sigma Advisers, LP | 19,500 | $1.06M | 0.00% | −127,100−86.7% | Reduced |
| Lipe & Dalton | 19,613 | $1.06M | 0.50% | −300−1.5% | Reduced |
| Umb Bank N A | 19,760 | $1.07M | 0.01% | +10,111+104.8% | Added |
| Point72 Hong Kong Ltd | 19,782 | $1.07M | 0.09% | +14,623+283.4% | Added |
| Wendell David Associates Inc | 19,895 | $1.08M | 0.11% | −765−3.7% | Reduced |
| Pinnacle Associates Ltd | 19,977 | $1.08M | 0.02% | +2,597+14.9% | Added |
| Choate Investment Advisors | 20,057 | $1.09M | 0.06% | −109−0.5% | Reduced |
| Sandbar Asset Management LLP | 20,127 | $1.09M | 0.55% | −304,838−93.8% | Reduced |
| Strong Tower Advisory Services | 20,125 | $1.09M | 0.58% | −1,083−5.1% | Reduced |
| Caldwell Trust Co | 20,294 | $1.10M | 0.13% | +511+2.6% | Added |
| Salem Investment Counselors Inc | 20,417 | $1.11M | 0.04% | −4,460−17.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $1.11M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,505 | $1.11M | 0.26% | +20,505 | New |
| Aureus Asset Management, LLC | 20,725 | $1.12M | 0.07% | 00.0% | Unchanged |
| Fractal Investments LLC | 20,896 | $1.13M | 0.39% | +20,896 | New |
| Warther Private Wealth, LLC | 21,584 | $1.13M | 0.84% | −475−2.2% | Reduced |
| Abbrea Capital, LLC | 20,980 | $1.14M | 0.15% | +729+3.6% | Added |
| Wilen Investment Management Corp. | 21,424 | $1.15M | 0.87% | −100−0.5% | Reduced |
| FIL Ltd | 21,385 | $1.16M | 0.00% | +3,963+22.7% | Added |
| Seven Eight Capital, LP | 21,438 | $1.16M | 0.21% | −76,843−78.2% | Reduced |
| Roberts Glore & Co Inc | 21,460 | $1.16M | 0.31% | −39−0.2% | Reduced |
| Brown Advisory Securities, LLC | 21,500 | $1.17M | 0.50% | −1,767−7.6% | Reduced |
| CIBC World Markets Inc. | 21,536 | $1.17M | 0.00% | −38,684−64.2% | Reduced |
| Prudential PLC | 21,554 | $1.17M | 0.02% | +21,554 | New |
| Rossmore Private Capital | 21,845 | $1.19M | 0.19% | −215−1.0% | Reduced |
| City Holding Co | 26,627 | $1.20M | 0.20% | −7,425−21.8% | Reduced |
| Scotia Capital Inc. | 22,079 | $1.20M | 0.01% | −1,584−6.7% | Reduced |
| Liberty Capital Management, Inc. | 22,154 | $1.20M | 0.32% | +22,154 | New |
| Symphony Financial, Ltd. Co. | 22,938 | $1.21M | 0.34% | +3,532+18.2% | Added |
| First Manhattan Co | 22,287 | $1.21M | 0.00% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 22,482 | $1.22M | 0.57% | +350+1.6% | Added |
| Bollard Group LLC | 22,715 | $1.23M | 0.04% | +80.0% | Added |
| Everence Capital Management Inc | 22,720 | $1.23M | 0.09% | +3,260+16.8% | Added |
| Investment Management of Virginia LLC | 22,757 | $1.23M | 0.20% | +300+1.3% | Added |
| Perigon Wealth Management, LLC | 22,765 | $1.24M | 0.09% | +1,278+5.9% | Added |
| International Assets Investment Management, LLC | 22,808 | $1.24M | 0.22% | −22,280−49.4% | Reduced |
| Johnson Investment Counsel Inc | 22,756 | $1.24M | 0.02% | +1,581+7.5% | Added |
| Riverview Capital Advisers, LLC | 22,887 | $1.24M | 0.55% | +22,887 | New |
| Garrison Point Advisors, LLC | 23,005 | $1.25M | 0.83% | +150+0.7% | Added |
| Courier Capital LLC | 23,143 | $1.25M | 0.12% | −1,162−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,167 | $1.26M | 0.12% | −23−0.1% | Reduced |
| Connectus Wealth, LLC | 23,175 | $1.26M | 0.05% | +23,175 | New |
| New England Research & Management, Inc. | 23,275 | $1.26M | 0.61% | −200−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 23,300 | $1.26M | 0.14% | +23,300 | New |
| Dynamic Technology Lab Private Ltd | 23,398 | $1.27M | 0.14% | +23,398 | New |
| Tower Bridge Advisors | 23,417 | $1.27M | 0.08% | −300−1.3% | Reduced |
| Caxton Associates LP | 23,560 | $1.28M | 0.16% | +23,560 | New |
| Selway Asset Management | 23,915 | $1.30M | 0.61% | +3,000+14.3% | Added |
| Marble Harbor Investment Counsel, LLC | 23,993 | $1.30M | 0.15% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 24,150 | $1.31M | 0.16% | −10,670−30.6% | Reduced |
| National Asset Management, Inc. | 24,138 | $1.31M | 0.04% | −2,915−10.8% | Reduced |
| CWM, LLC | 24,218 | $1.31M | 0.01% | +24,218 | New |
| Vontobel Holding Ltd. | 24,551 | $1.31M | 0.01% | +10,573+75.6% | Added |
| Moody National Bank Trust Division | 24,497 | $1.33M | 0.04% | −93,280−79.2% | Reduced |
| Citizens Business Bank | 24,551 | $1.33M | 0.16% | −1,928−7.3% | Reduced |
| Barden Capital Management, Inc. | 24,642 | $1.34M | 1.27% | +24,642 | New |
| B. Metzler seel. Sohn & Co. AG | 25,081 | $1.34M | 0.02% | +25,081 | New |
| Benjamin Edwards Inc | 24,781 | $1.34M | 0.44% | +957+4.0% | Added |
| Southport Management, L.L.C. | 25,000 | $1.36M | 4.83% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.36M | 0.30% | 00.0% | Unchanged |
| Busey Wealth Management | 25,308 | $1.37M | 0.05% | −458−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 25,530 | $1.39M | 0.04% | −45−0.2% | Reduced |
| Hartford Financial Management Inc. | 25,593 | $1.39M | 0.32% | −198−0.8% | Reduced |
| Crestwood Advisors Group LLC | 25,710 | $1.40M | 0.04% | −1,640−6.0% | Reduced |
| MAI Capital Management | 25,720 | $1.40M | 0.02% | +4,231+19.7% | Added |
| Shilanski & Associates, Inc. | 25,742 | $1.40M | 0.60% | −292−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.40M | 0.06% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 25,820 | $1.40M | 0.07% | −1,078−4.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.41M | 0.18% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 26,036 | $1.41M | 0.01% | −7,724−22.9% | Reduced |
| Centiva Capital, LP | 26,237 | $1.42M | 0.09% | +26,237 | New |
| Lavaca Capital LLC | 26,318 | $1.43M | 0.63% | +809+3.2% | Added |
| Winton Group Ltd | 26,831 | $1.46M | 0.09% | +719+2.8% | Added |
| HAP Trading, LLC | 26,950 | $1.46M | 0.10% | +4,618+20.7% | Added |
| Vident Investment Advisory, LLC | 27,065 | $1.47M | 0.04% | +4,867+21.9% | Added |
| Fishman Jay A Ltd | 27,192 | $1.47M | 0.16% | −375−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,320 | $1.48M | 0.00% | −217,450−88.8% | Reduced |
| Principle Wealth Partners LLC | 27,561 | $1.50M | 0.16% | −196−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,646 | $1.50M | 0.00% | +1,918+7.5% | Added |