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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 69,159 | $3.75M | 0.06% | +58,204+531.3% | Added |
| Hohimer Wealth Management, LLC | 68,437 | $3.71M | 0.78% | −5,316−7.2% | Reduced |
| Captrust Financial Advisors | 68,166 | $3.70M | 0.03% | +2,184+3.3% | Added |
| Lee Danner & Bass Inc | 67,933 | $3.69M | 0.32% | −747−1.1% | Reduced |
| Lazard Asset Management LLC | 67,500 | $3.66M | 0.00% | −9,029−11.8% | Reduced |
| Mercer Global Advisors Inc | 67,452 | $3.66M | 0.02% | +10,176+17.8% | Added |
| Brown Brothers Harriman & Co | 67,172 | $3.64M | 0.02% | −3,410−4.8% | Reduced |
| Delta Capital Management LLC | 66,437 | $3.60M | 2.01% | +45+0.1% | Added |
| Maryland State Retirement & Pension System | 66,402 | $3.60M | 0.09% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,318 | $3.56M | 0.05% | +7,618+13.0% | Added |
| Wealthfront Advisers LLC | 64,148 | $3.48M | 0.01% | −10,148−13.7% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $3.48M | 0.57% | 00.0% | Unchanged |
| Patten Group, Inc. | 64,071 | $3.48M | 0.92% | −545−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 63,265 | $3.43M | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 63,145 | $3.42M | 0.10% | +14,325+29.3% | Added |
| Gabelli Funds LLC | 63,000 | $3.42M | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 62,708 | $3.40M | 0.10% | +1,457+2.4% | Added |
| Elo Mutual Pension Insurance Co | 62,694 | $3.40M | 0.09% | +4,858+8.4% | Added |
| Prio Wealth Limited Partnership | 61,928 | $3.36M | 0.10% | −1,357−2.1% | Reduced |
| Wesbanco Bank Inc | 61,540 | $3.34M | 0.12% | −822−1.3% | Reduced |
| Schroder Investment Management Group | 61,140 | $3.32M | 0.00% | −12,781−17.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 61,101 | $3.31M | 0.08% | +61,101 | New |
| Mirae Asset Global Investments Co., Ltd. | 61,063 | $3.31M | 0.01% | +12,890+26.8% | Added |
| Blair William & Co | 60,610 | $3.29M | 0.01% | −2,455−3.9% | Reduced |
| Hall Laurie J Trustee | 60,255 | $3.27M | 1.16% | +410+0.7% | Added |
| K.J. Harrison & Partners Inc | 60,000 | $3.26M | 0.46% | 00.0% | Unchanged |
| CSM Advisors, LLC | 60,020 | $3.26M | 0.22% | +610+1.0% | Added |
| Stephens Inc | 59,732 | $3.24M | 0.05% | −443−0.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $3.22M | 0.63% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 59,085 | $3.21M | 0.01% | +1,054+1.8% | Added |
| Cohen Klingenstein LLC | 59,064 | $3.20M | 0.13% | −7,774−11.6% | Reduced |
| Shikiar Asset Management Inc | 58,740 | $3.19M | 0.81% | +1,235+2.1% | Added |
| Evercore Wealth Management, LLC | 58,103 | $3.15M | 0.05% | −1,029−1.7% | Reduced |
| L & S Advisors Inc | 57,373 | $3.11M | 0.34% | −26,115−31.3% | Reduced |
| Cetera Advisor Networks LLC | 57,199 | $3.10M | 0.04% | +783+1.4% | Added |
| Souders Financial Advisors | 56,714 | $3.08M | 0.88% | −235−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 56,385 | $3.06M | 0.07% | +2,647+4.9% | Added |
| Silvercrest Asset Management Group LLC | 56,324 | $3.06M | 0.02% | −2,487−4.2% | Reduced |
| JB Capital LLC | 55,718 | $3.02M | 0.30% | −4,128−6.9% | Reduced |
| Atria Investments LLC | 55,243 | $3.00M | 0.05% | −5,309−8.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,018 | $2.98M | 0.06% | +3,217+6.2% | Added |
| Heritage Investors Management Corp | 54,436 | $2.95M | 0.11% | −250.0% | Reduced |
| Louisiana State Employees Retirement System | 54,300 | $2.94M | 0.06% | +300+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 53,424 | $2.90M | 0.04% | +619+1.2% | Added |
| Candriam Luxembourg S.C.A. | 53,152 | $2.88M | 0.02% | −1,465−2.7% | Reduced |
| New Mexico Educational Retirement Board | 53,017 | $2.88M | 0.10% | −400−0.7% | Reduced |
| Kentucky Retirement Systems | 52,906 | $2.87M | 0.12% | +1,023+2.0% | Added |
| Triasima Portfolio Management inc. | 52,485 | $2.85M | 0.14% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $2.84M | 1.29% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 52,186 | $2.83M | 0.21% | −1,378−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 51,572 | $2.83M | 0.03% | +51,572 | New |
| LSV Asset Management | 52,100 | $2.83M | 0.01% | −178,200−77.4% | Reduced |
| STRS Ohio | 51,275 | $2.78M | 0.01% | +5,387+11.7% | Added |
| ExodusPoint Capital Management, LP | 51,054 | $2.77M | 0.03% | +15,438+43.3% | Added |
| McMillion Capital Management Inc | 50,789 | $2.75M | 1.49% | −276−0.5% | Reduced |
| Pacer Advisors, Inc. | 50,769 | $2.75M | 0.03% | +4,339+9.3% | Added |
| Cubist Systematic Strategies, LLC | 49,890 | $2.71M | 0.03% | −187,549−79.0% | Reduced |
| Cullinan Associates Inc | 49,300 | $2.67M | 0.14% | +300+0.6% | Added |
| Daiwa Securities Group Inc. | 48,672 | $2.64M | 0.02% | +1,905+4.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 48,496 | $2.63M | 2.46% | +48,496 | New |
| Achmea Investment Management B.V. | 48,321 | $2.62M | 0.12% | −2,108−4.2% | Reduced |
| Myriad Asset Management Ltd. | 48,300 | $2.62M | 0.29% | −88,000−64.6% | Reduced |
| Bridgeway Capital Management, LLC | 48,040 | $2.61M | 0.05% | +4,700+10.8% | Added |
| Argent Trust Co | 47,595 | $2.58M | 0.15% | −91−0.2% | Reduced |
| Veritable, L.P. | 47,559 | $2.58M | 0.04% | +215+0.5% | Added |
| Crossmark Global Holdings, Inc. | 47,385 | $2.57M | 0.06% | −5,280−10.0% | Reduced |
| Woodstock Corp | 47,179 | $2.56M | 0.27% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 46,767 | $2.54M | 0.20% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 46,766 | $2.54M | 0.57% | +2,975+6.8% | Added |
| People's United Financial, Inc. | 46,402 | $2.52M | 0.06% | −16,753−26.5% | Reduced |
| Tiaa, FSB | 45,366 | $2.46M | 0.01% | −628−1.4% | Reduced |
| Trust Co of Vermont | 45,103 | $2.45M | 0.15% | −787−1.7% | Reduced |
| Shell Asset Management Co | 44,437 | $2.41M | 0.05% | +7,545+20.5% | Added |
| YHB Investment Advisors, Inc. | 44,231 | $2.40M | 0.19% | +1,622+3.8% | Added |
| Aquila Investment Management LLC | 44,000 | $2.39M | 1.15% | +44,000 | New |
| Ethic Inc. | 43,920 | $2.38M | 0.18% | +7,713+21.3% | Added |
| Parsons Capital Management Inc | 43,272 | $2.35M | 0.17% | −415−0.9% | Reduced |
| Monarch Capital Management Inc | 42,972 | $2.33M | 0.60% | −734−1.7% | Reduced |
| Canandaigua National Corp | 42,975 | $2.33M | 0.34% | +1,153+2.8% | Added |
| Alpine Woods Capital Investors, LLC | 42,816 | $2.32M | 0.23% | −309−0.7% | Reduced |
| Prospector Partners LLC | 42,280 | $2.29M | 0.27% | −500−1.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 41,407 | $2.25M | 1.06% | +417+1.0% | Added |
| Moors & Cabot, Inc. | 41,289 | $2.24M | 0.14% | +1,383+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 40,938 | $2.22M | 0.10% | +1,415+3.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39,751 | $2.16M | 0.48% | −1,670−4.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 39,619 | $2.15M | 0.12% | +39,619 | New |
| Glenview Trust Co | 39,592 | $2.15M | 0.07% | +1,564+4.1% | Added |
| NBT Bank N A | 39,453 | $2.14M | 0.28% | −1,012−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 39,300 | $2.13M | 0.06% | +2,500+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,986 | $2.12M | 0.04% | −423−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,334 | $2.08M | 0.08% | +3,030+8.6% | Added |
| Advisor Partners LLC | 38,287 | $2.08M | 0.13% | −3,282−7.9% | Reduced |
| Thrivent Financial for Lutherans | 37,931 | $2.06M | 0.00% | +711+1.9% | Added |
| Essex Financial Services, Inc. | 36,971 | $2.00M | 0.20% | +121+0.3% | Added |
| XXEC, Inc. | 42,185 | $1.99M | 1.70% | −330−0.8% | Reduced |
| Gofen & Glossberg LLC | 36,662 | $1.99M | 0.04% | −3,367−8.4% | Reduced |
| Macquarie Group Ltd | 36,636 | $1.99M | 0.00% | −11,848−24.4% | Reduced |
| Boston Private Wealth LLC | 36,438 | $1.98M | 0.03% | +2,357+6.9% | Added |
| Headinvest, LLC | 36,097 | $1.96M | 0.35% | −60−0.2% | Reduced |