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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Basepoint Wealth LLC | 5,829 | $316.2K | 0.31% | +5,829 | New |
| Brookstone Capital Management | 6,072 | $315.0K | 0.01% | −512−7.8% | Reduced |
| SignalPoint Asset Management, LLC | 5,785 | $313.0K | 0.10% | −150−2.5% | 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 |
| Wealthspire Advisors, LLC | 5,707 | $310.0K | 0.01% | −26−0.5% | 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 |
| Cullen Capital Management LLC | 5,673 | $308.0K | 0.00% | −1,550−21.5% | 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 |
| Surevest, LLC | 5,634 | $306.0K | 0.07% | −1,662−22.8% | Reduced |
| 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 |
| Great Lakes Advisors, LLC | 5,553 | $301.0K | 0.00% | +3+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $300.0K | 0.37% | +5,531 | New |
| 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 |
| 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 |
| 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 |
| BDO Wealth Advisors, LLC | 5,384 | $292.0K | 0.03% | +398+8.0% | Added |
| 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 |
| Proffitt & Goodson Inc | 5,316 | $288.0K | 0.05% | −90−1.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,300 | $287.0K | 0.01% | −562−9.6% | Reduced |
| OneAscent Wealth Management LLC | 5,276 | $286.0K | 0.71% | −2,710−33.9% | Reduced |
| 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 |
| 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 |
| WMS Partners, LLC | 5,191 | $282.0K | 0.06% | +101+2.0% | Added |
| Henshaw Capital LLC | 5,194 | $281.7K | 0.02% | 00.0% | Unchanged |
| Notis-McConarty Edward | 5,175 | $281.0K | 0.09% | 00.0% | Unchanged |
| First Command Bank | 5,367 | $278.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Pinnacle Financial Partners Inc | 5,121 | $277.0K | 0.01% | +23+0.5% | Added |
| TFG Advisers LLC | 5,079 | $275.0K | 0.12% | +652+14.7% | Added |
| Private Advisory Group LLC | 5,057 | $274.0K | 0.06% | +1,179+30.4% | Added |
| Tennessee Valley Asset Management Partners | 5,039 | $273.0K | 0.09% | −49−1.0% | Reduced |
| Aveo Capital Partners, LLC | 5,029 | $273.0K | 0.05% | +7+0.1% | Added |
| HighTower Trust Services, LTA | 4,990 | $271.0K | 0.03% | +4,990 | New |
| LGT Group Foundation | 5,000 | $271.0K | 0.01% | +5,000 | New |
| CX Institutional | 4,975 | $270.0K | 0.02% | +163+3.4% | Added |
| Dynamic Advisor Solutions LLC | 4,964 | $269.0K | 0.02% | −446−8.2% | Reduced |
| First Financial Bank - Trust Division | 4,968 | $269.0K | 0.03% | −18−0.4% | Reduced |
| Spinnaker Trust | 4,958 | $269.0K | 0.02% | +126+2.6% | Added |
| Becker Capital Management Inc | 4,948 | $268.0K | 0.01% | −170−3.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,945 | $268.0K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 4,923 | $267.0K | 0.16% | −40−0.8% | Reduced |
| JBF Capital, Inc. | 4,900 | $266.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 4,907 | $266.0K | 0.11% | +239+5.1% | Added |
| D'Orazio & Associates, Inc. | 4,886 | $265.0K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,891 | $265.0K | 0.04% | +8+0.2% | Added |
| Montis Financial, LLC | 4,860 | $264.0K | 0.19% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 4,862 | $264.0K | 0.01% | +18+0.4% | Added |
| Brighton Jones LLC | 4,858 | $263.0K | 0.01% | +4,858 | New |
| Zacks Investment Management | 4,835 | $262.0K | 0.00% | −123,718−96.2% | Reduced |
| Valmark Advisers, Inc. | 4,835 | $262.0K | 0.00% | +4,835 | New |
| Logan Capital Management Inc | 4,804 | $261.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,806 | $261.0K | 0.01% | +4,806 | New |
| Lafayette Investments, Inc. | 4,800 | $260.0K | 0.06% | +4,800 | New |
| Optimum Investment Advisors | 4,768 | $259.0K | 0.10% | −200−4.0% | Reduced |
| IFG Advisory, LLC | 4,776 | $259.0K | 0.03% | −121−2.5% | Reduced |
| GSB Wealth Management, LLC | 4,774 | $259.0K | 0.07% | +4,774 | New |
| Avestar Capital, LLC | 4,781 | $259.0K | 0.05% | +4,781 | New |
| Telemus Capital, LLC | 4,748 | $258.0K | 0.02% | −162−3.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,743 | $257.0K | 0.08% | +20.0% | Added |
| First Command Financial Services, Inc. | 4,722 | $256.0K | 0.04% | −645−12.0% | Reduced |
| RSM US Wealth Management LLC | 4,713 | $256.0K | 0.01% | −452−8.8% | Reduced |
| Formidable Asset Management, LLC | 4,745 | $256.0K | 0.05% | −216−4.4% | Reduced |
| Bridgewater Advisors Inc. | 4,713 | $256.0K | 0.06% | +35+0.7% | Added |
| Founders Capital Management, LLC | 4,696 | $255.0K | 0.06% | −45−0.9% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $255.0K | 0.22% | 00.0% | Unchanged |
| TCWP LLC | 4,676 | $253.0K | 0.05% | +4,676 | New |
| Sheets Smith Wealth Management | 4,638 | $252.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,636 | $252.0K | 0.02% | +4,636 | New |
| Mission Creek Capital Partners, Inc. | 4,613 | $250.0K | 0.05% | −297−6.0% | Reduced |
| Radnor Capital Management, LLC | 4,607 | $250.0K | 0.06% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,617 | $250.0K | 0.05% | +42+0.9% | Added |
| Congress Asset Management Co | 4,600 | $250.0K | 0.00% | +109+2.4% | Added |
| Change Path, LLC | 4,606 | $250.0K | 0.01% | +579+14.4% | Added |
| Hilltop Holdings Inc. | 4,579 | $249.0K | 0.03% | −2,584−36.1% | Reduced |
| Cutler Group LP | 4,605 | $249.0K | 0.02% | −1,179−20.4% | Reduced |
| Naples Global Advisors, LLC | 4,576 | $248.0K | 0.03% | −175−3.7% | Reduced |
| Allworth Financial LP | 4,567 | $248.0K | 0.00% | +1,273+38.6% | Added |
| Baxter Bros Inc | 4,558 | $247.0K | 0.04% | −200−4.2% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $247.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,551 | $247.0K | 0.04% | +1,309+40.4% | Added |