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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | – | $1.96M | 0.96% | – | – |
| Bokf, NA | 36,064 | $1.96M | 0.03% | −455−1.2% | Reduced |
| Banque Cantonale Vaudoise | 35,732 | $1.94M | 0.08% | −7,800−17.9% | Reduced |
| Burney Co | 35,732 | $1.94M | 0.08% | −1,068−2.9% | Reduced |
| JustInvest LLC | 35,646 | $1.93M | 0.11% | +13,588+61.6% | Added |
| Simplex Trading, LLC | 35,458 | $1.92M | 0.06% | +8,105+29.6% | Added |
| KCM Investment Advisors LLC | 35,416 | $1.92M | 0.07% | +1,411+4.1% | Added |
| Strategic Capital Advisers, Inc. | 35,232 | $1.91M | 1.37% | +132+0.4% | Added |
| Pacific Global Investment Management CO | 35,187 | $1.91M | 0.35% | −729−2.0% | Reduced |
| Cetera Advisors LLC | 35,117 | $1.91M | 0.04% | −516−1.4% | Reduced |
| MUFG Americas Holdings Corp | 34,959 | $1.90M | 0.04% | −1,858−5.0% | Reduced |
| MD Financial Management Inc. | 34,740 | $1.88M | 0.05% | +6,694+23.9% | Added |
| Whittier Trust Co | 34,481 | $1.87M | 0.03% | −129−0.4% | Reduced |
| Montecito Bank & Trust | 34,228 | $1.86M | 0.33% | +1,775+5.5% | Added |
| Proequities, Inc. | 34,100 | $1.85M | 0.11% | −997−2.8% | Reduced |
| Sigma Planning Corp | 33,913 | $1.84M | 0.05% | +1,013+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 33,593 | $1.83M | 0.03% | −3,778−10.1% | Reduced |
| Bartlett & Co. LLC | 33,593 | $1.83M | 0.03% | −3,778−10.1% | Reduced |
| Poehling Capital Management, LLC | 33,392 | $1.81M | 0.58% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 33,357 | $1.81M | 1.12% | +316+1.0% | Added |
| Birch Hill Investment Advisors LLC | 33,119 | $1.80M | 0.09% | −3,440−9.4% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 32,500 | $1.76M | 1.01% | −700−2.1% | Reduced |
| Pearl River Capital, LLC | 32,123 | $1.74M | 0.47% | +32,123 | New |
| Meiji Yasuda Life Insurance Co | 32,090 | $1.74M | 0.03% | −3,206−9.1% | Reduced |
| Veracity Capital LLC | 31,962 | $1.73M | 0.70% | −504−1.6% | Reduced |
| Ieq Capital, LLC | 31,771 | $1.72M | 0.04% | +820+2.6% | Added |
| Breiter Capital Management Inc | 31,735 | $1.72M | 0.84% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 31,535 | $1.69M | 0.05% | −3,930−11.1% | Reduced |
| Financial Advocates Investment Management | 30,974 | $1.68M | 0.12% | −102−0.3% | Reduced |
| CIBC World Markets Corp | 30,890 | $1.68M | 0.01% | −18,024−36.8% | Reduced |
| Curbstone Financial Management Corp | 30,708 | $1.67M | 0.29% | −700−2.2% | Reduced |
| Savant Capital, LLC | 30,536 | $1.66M | 0.05% | +672+2.3% | Added |
| FineMark National Bank & Trust | 29,919 | $1.62M | 0.06% | −821−2.7% | Reduced |
| Kraematon Investment Advisors, Inc | 29,471 | $1.60M | 1.43% | +29,471 | New |
| Avantax Advisory Services, Inc. | 29,464 | $1.60M | 0.02% | +4,175+16.5% | Added |
| Echo Street Capital Management LLC | 29,435 | $1.60M | 0.01% | +29,435 | New |
| Delta Financial Advisors LLC | 29,246 | $1.59M | 0.65% | +187+0.6% | Added |
| Regentatlantic Capital LLC | 29,136 | $1.58M | 0.04% | −1,074−3.6% | Reduced |
| South Dakota Investment Council | 29,059 | $1.58M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,009 | $1.57M | 0.02% | −1,585−5.2% | Reduced |
| Palladium Partners LLC | 28,832 | $1.57M | 0.06% | −1,113−3.7% | Reduced |
| Central Trust Co | 28,609 | $1.55M | 0.04% | −650−2.2% | Reduced |
| Wedbush Securities Inc | 28,507 | $1.55M | 0.07% | +69+0.2% | Added |
| Segall Bryant & Hamill, LLC | 28,190 | $1.53M | 0.01% | +157+0.6% | Added |
| Neville Rodie & Shaw Inc | 28,003 | $1.52M | 0.11% | −135−0.5% | Reduced |
| First Hawaiian Bank | 27,930 | $1.51M | 0.04% | +21,688+347.5% | Added |
| Northwestern Mutual Wealth Management Co | 27,646 | $1.50M | 0.00% | +1,918+7.5% | Added |
| Principle Wealth Partners LLC | 27,561 | $1.50M | 0.16% | −196−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,320 | $1.48M | 0.00% | −217,450−88.8% | Reduced |
| Fishman Jay A Ltd | 27,192 | $1.47M | 0.16% | −375−1.4% | Reduced |
| Vident Investment Advisory, LLC | 27,065 | $1.47M | 0.04% | +4,867+21.9% | Added |
| HAP Trading, LLC | 26,950 | $1.46M | 0.10% | +4,618+20.7% | Added |
| Winton Group Ltd | 26,831 | $1.46M | 0.09% | +719+2.8% | Added |
| Lavaca Capital LLC | 26,318 | $1.43M | 0.63% | +809+3.2% | Added |
| Centiva Capital, LP | 26,237 | $1.42M | 0.09% | +26,237 | New |
| Panagora Asset Management Inc | 26,036 | $1.41M | 0.01% | −7,724−22.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.41M | 0.18% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 25,820 | $1.40M | 0.07% | −1,078−4.0% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.40M | 0.06% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 25,742 | $1.40M | 0.60% | −292−1.1% | 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 |
| Hartford Financial Management Inc. | 25,593 | $1.39M | 0.32% | −198−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 25,530 | $1.39M | 0.04% | −45−0.2% | Reduced |
| Busey Wealth Management | 25,308 | $1.37M | 0.05% | −458−1.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.36M | 0.30% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 25,000 | $1.36M | 4.83% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 24,781 | $1.34M | 0.44% | +957+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,081 | $1.34M | 0.02% | +25,081 | New |
| Barden Capital Management, Inc. | 24,642 | $1.34M | 1.27% | +24,642 | New |
| Citizens Business Bank | 24,551 | $1.33M | 0.16% | −1,928−7.3% | Reduced |
| Moody National Bank Trust Division | 24,497 | $1.33M | 0.04% | −93,280−79.2% | Reduced |
| Vontobel Holding Ltd. | 24,551 | $1.31M | 0.01% | +10,573+75.6% | Added |
| CWM, LLC | 24,218 | $1.31M | 0.01% | +24,218 | New |
| 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 |
| Marble Harbor Investment Counsel, LLC | 23,993 | $1.30M | 0.15% | 00.0% | Unchanged |
| Selway Asset Management | 23,915 | $1.30M | 0.61% | +3,000+14.3% | Added |
| Caxton Associates LP | 23,560 | $1.28M | 0.16% | +23,560 | New |
| Tower Bridge Advisors | 23,417 | $1.27M | 0.08% | −300−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,398 | $1.27M | 0.14% | +23,398 | New |
| Van Hulzen Asset Management, LLC | 23,300 | $1.26M | 0.14% | +23,300 | New |
| New England Research & Management, Inc. | 23,275 | $1.26M | 0.61% | −200−0.9% | 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 |
| Courier Capital LLC | 23,143 | $1.25M | 0.12% | −1,162−4.8% | Reduced |
| Garrison Point Advisors, LLC | 23,005 | $1.25M | 0.83% | +150+0.7% | Added |
| Riverview Capital Advisers, LLC | 22,887 | $1.24M | 0.55% | +22,887 | New |
| Johnson Investment Counsel Inc | 22,756 | $1.24M | 0.02% | +1,581+7.5% | Added |
| International Assets Investment Management, LLC | 22,808 | $1.24M | 0.22% | −22,280−49.4% | Reduced |
| Perigon Wealth Management, LLC | 22,765 | $1.24M | 0.09% | +1,278+5.9% | Added |
| Investment Management of Virginia LLC | 22,757 | $1.23M | 0.20% | +300+1.3% | 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 |
| Investors Financial Group, LLC | 22,482 | $1.22M | 0.57% | +350+1.6% | Added |
| First Manhattan Co | 22,287 | $1.21M | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 22,938 | $1.21M | 0.34% | +3,532+18.2% | Added |
| Liberty Capital Management, Inc. | 22,154 | $1.20M | 0.32% | +22,154 | New |
| Scotia Capital Inc. | 22,079 | $1.20M | 0.01% | −1,584−6.7% | Reduced |
| City Holding Co | 26,627 | $1.20M | 0.20% | −7,425−21.8% | Reduced |