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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 170,235 | $9.23M | 0.31% | −6,980−3.9% | Reduced |
| Fayez Sarofim & Co | 170,116 | $9.23M | 0.03% | −6,157−3.5% | Reduced |
| Churchill Management Corp | 167,182 | $9.07M | 0.13% | −835−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 162,173 | $8.80M | 0.10% | −61,800−27.6% | Reduced |
| Cutler Investment Counsel LLC | 162,037 | $8.79M | 1.32% | +2,687+1.7% | Added |
| Varma Mutual Pension Insurance Co | 160,000 | $8.68M | 0.13% | −40,000−20.0% | Reduced |
| Meyer Handelman Co | 158,625 | $8.60M | 0.32% | +1,000+0.6% | Added |
| Utah Retirement Systems | 157,704 | $8.55M | 0.11% | +400+0.3% | Added |
| CIBC Private Wealth Group, LLC | 154,920 | $8.40M | 0.02% | −615−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 153,618 | $8.33M | 0.11% | −50,438−24.7% | Reduced |
| Man Group plc | 152,362 | $8.26M | 0.03% | +79,502+109.1% | Added |
| Comerica Securities,inc. | 148,272 | $8.06M | 0.52% | +3,936+2.7% | Added |
| M. Kraus & Co | 148,472 | $8.05M | 2.56% | +1,281+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 147,910 | $8.02M | 0.04% | −530.0% | Reduced |
| Private Advisor Group, LLC | 147,532 | $8.00M | 0.06% | −18,089−10.9% | Reduced |
| Windward Capital Management Co | 146,610 | $7.95M | 0.66% | +361+0.2% | Added |
| Socorro Asset Management LP | 146,587 | $7.95M | 2.27% | −60,452−29.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 146,088 | $7.92M | 0.12% | −325−0.2% | Reduced |
| Janney Montgomery Scott LLC | 145,950 | $7.92M | 0.03% | −4,926−3.3% | Reduced |
| Neuberger Berman Group LLC | 152,345 | $7.91M | 0.01% | +17,845+13.3% | Added |
| MML Investors Services, LLC | 145,077 | $7.87M | 0.06% | +4,735+3.4% | Added |
| British Columbia Investment Management Corp | 144,824 | $7.86M | 0.04% | −7,910−5.2% | Reduced |
| Mariner, LLC | 144,826 | $7.86M | 0.03% | +20,740+16.7% | Added |
| Kanawha Capital Management LLC | 143,545 | $7.79M | 0.66% | +1,151+0.8% | Added |
| Bradley Foster & Sargent Inc | 143,216 | $7.77M | 0.16% | +4,810+3.5% | Added |
| Punch & Associates Investment Management, Inc. | 139,628 | $7.57M | 0.40% | +1,362+1.0% | Added |
| CIBC Asset Management Inc | 137,225 | $7.44M | 0.03% | +5,254+4.0% | Added |
| Fiduciary Trust Co | 136,014 | $7.38M | 0.12% | −2,225−1.6% | Reduced |
| Calamos Wealth Management LLC | 135,969 | $7.38M | 0.54% | −3,835−2.7% | Reduced |
| Yousif Capital Management, LLC | 135,156 | $7.33M | 0.08% | +135,156 | New |
| Olstein Capital Management, L.P. | 134,000 | $7.27M | 0.87% | −18,000−11.8% | Reduced |
| Gulf International Bank (UK) Ltd | 132,036 | $7.16M | 0.10% | −26,681−16.8% | Reduced |
| Mackay Shields LLC | 129,155 | $7.01M | 0.06% | −3,115−2.4% | Reduced |
| D.A. Davidson & Co. | 126,732 | $6.87M | 0.07% | +2,749+2.2% | Added |
| Synovus Financial Corp | 124,712 | $6.77M | 0.07% | −4,459−3.5% | Reduced |
| Creative Planning | 122,157 | $6.63M | 0.01% | −22,784−15.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 121,653 | $6.60M | 0.01% | +121,653 | New |
| Gamco Investors, Inc. Et Al | 121,192 | $6.57M | 0.06% | −8,653−6.7% | Reduced |
| Texas Permanent School Fund | 119,526 | $6.48M | 0.08% | −14,519−10.8% | Reduced |
| Cunning Capital Partners, LP | 118,120 | $6.41M | 3.49% | +71,650+154.2% | Added |
| Metropolitan Life Insurance Co | 118,081 | $6.40M | 0.09% | −1,997−1.7% | Reduced |
| Martin Investment Management, LLC | 117,881 | $6.39M | 1.58% | −18,876−13.8% | Reduced |
| Tufton Capital Management | 117,140 | $6.35M | 0.98% | +5,753+5.2% | Added |
| TRH Financial, LLC | 116,203 | $6.30M | 1.97% | +24,090+26.2% | Added |
| Dorsey Wright & Associates | 114,869 | $6.23M | 1.29% | +1,398+1.2% | Added |
| Mutual of America Capital Management LLC | 114,600 | $6.22M | 0.06% | +534+0.5% | Added |
| Telos Capital Management, Inc. | 114,446 | $6.21M | 0.78% | +8,131+7.6% | Added |
| Davenport & Co LLC | 113,765 | $6.17M | 0.04% | +2,874+2.6% | Added |
| ING Groep NV | 113,105 | $6.13M | 0.05% | +40,258+55.3% | Added |
| Public Employees Retirement Association of Colorado | 112,482 | $6.10M | 0.02% | −1,183−1.0% | Reduced |
| HM Payson & Co | 110,897 | $6.01M | 0.13% | −2,354−2.1% | Reduced |
| GPM Growth Investors, Inc. | 109,924 | $5.96M | 2.97% | −913−0.8% | Reduced |
| Bahl & Gaynor Inc | 109,289 | $5.93M | 0.03% | −611−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,772 | $5.90M | 0.06% | +340.0% | Added |
| IFM Investors Pty Ltd | 108,295 | $5.87M | 0.11% | −788−0.7% | Reduced |
| Evoke Wealth, LLC | 107,666 | $5.84M | 0.18% | −546−0.5% | Reduced |
| Capital Management Corp | 107,359 | $5.82M | 1.21% | −868−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 105,799 | $5.74M | 0.45% | −1,010−0.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 104,404 | $5.66M | 0.20% | −792−0.8% | Reduced |
| Natixis Advisors, L.P. | 103,830 | $5.63M | 0.02% | +5,170+5.2% | Added |
| Wesleyan Assurance Society | 101,500 | $5.50M | 0.65% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 99,857 | $5.42M | 0.34% | −4,561−4.4% | Reduced |
| Xponance, Inc. | 99,413 | $5.39M | 0.08% | −94,479−48.7% | Reduced |
| Close Asset Management Ltd | 97,679 | $5.30M | 0.19% | −3,640−3.6% | Reduced |
| Regions Financial Corp | 97,540 | $5.29M | 0.04% | −1,186−1.2% | Reduced |
| Mackenzie Financial Corp | 96,580 | $5.24M | 0.01% | −2,166−2.2% | Reduced |
| Cresset Asset Management, LLC | 96,230 | $5.23M | 0.05% | +8,573+9.8% | Added |
| Nomura Holdings Inc | 96,452 | $5.23M | 0.03% | +96,452 | New |
| CapWealth Advisors, LLC | 96,278 | $5.22M | 0.53% | +1,631+1.7% | Added |
| Employees Retirement System of Texas | 95,000 | $5.15M | 0.06% | −165,000−63.5% | Reduced |
| Westpac Banking Corp | 90,047 | $4.88M | 0.05% | −7,365−7.6% | Reduced |
| Huntington National Bank | 89,989 | $4.88M | 0.04% | +272+0.3% | Added |
| Sargent Investment Group, LLC | 89,930 | $4.88M | 1.11% | −10,850−10.8% | Reduced |
| Kessler Investment Group, LLC | 89,129 | $4.83M | 2.72% | +89,129 | New |
| Nissay Asset Management Corp | 89,048 | $4.83M | 0.04% | +574+0.6% | Added |
| Hartford Investment Management Co | 88,073 | $4.78M | 0.11% | +6,997+8.6% | Added |
| Farmers & Merchants Investments Inc | 87,819 | $4.76M | 0.18% | −1,980−2.2% | Reduced |
| Qube Research & Technologies Ltd | 87,181 | $4.73M | 0.04% | +42,994+97.3% | Added |
| Family Capital Trust Co | 86,257 | $4.68M | 1.31% | −514−0.6% | Reduced |
| IFP Advisors, Inc | 85,399 | $4.67M | 0.09% | +11,746+15.9% | Added |
| Ingalls & Snyder LLC | 84,181 | $4.57M | 0.21% | −776−0.9% | Reduced |
| Kestra Advisory Services, LLC | 83,585 | $4.53M | 0.05% | −2,570−3.0% | Reduced |
| AlphaCrest Capital Management LLC | 81,374 | $4.41M | 0.16% | +61,164+302.6% | Added |
| Huber Capital Management LLC | 80,700 | $4.38M | 1.15% | −16,500−17.0% | Reduced |
| Northwest Investment Counselors, LLC | 79,548 | $4.32M | 1.06% | −759−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 78,555 | $4.26M | 0.12% | −695−0.9% | Reduced |
| Clearbridge Investments, LLC | 78,269 | $4.25M | 0.00% | −500−0.6% | Reduced |
| Guggenheim Capital LLC | 78,045 | $4.23M | 0.02% | −7,235−8.5% | Reduced |
| GAM Holding AG | 77,457 | $4.20M | 0.19% | −345−0.4% | Reduced |
| Norinchukin Bank, The | 73,983 | $4.01M | 0.05% | −560−0.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73,602 | $3.99M | 0.01% | +6,760+10.1% | Added |
| Advisor Resource Council | 73,322 | $3.98M | 0.31% | +51,986+243.7% | Added |
| Pinebridge Investments, L.P. | 72,278 | $3.92M | 0.04% | +13,870+23.7% | Added |
| SG Americas Securities, LLC | 72,005 | $3.91M | 0.03% | −6,320−8.1% | Reduced |
| Securian Asset Management, Inc | 71,590 | $3.88M | 0.07% | −2,554−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 71,073 | $3.86M | 0.13% | +9,397+15.2% | Added |
| Raymond James Trust N.A. | 70,812 | $3.84M | 0.11% | −2,462−3.4% | Reduced |
| Tredje AP-fonden | 69,660 | $3.78M | 0.07% | +9,880+16.5% | Added |
| Allstate Corp | 69,316 | $3.76M | 0.07% | +46,915+209.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 69,199 | $3.75M | 0.05% | +30,000+76.5% | Added |