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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 21,845 | $1.19M | 0.19% | −215−1.0% | Reduced |
| Prudential PLC | 21,554 | $1.17M | 0.02% | +21,554 | New |
| CIBC World Markets Inc. | 21,536 | $1.17M | 0.00% | −38,684−64.2% | Reduced |
| Brown Advisory Securities, LLC | 21,500 | $1.17M | 0.50% | −1,767−7.6% | Reduced |
| Roberts Glore & Co Inc | 21,460 | $1.16M | 0.31% | −39−0.2% | Reduced |
| Seven Eight Capital, LP | 21,438 | $1.16M | 0.21% | −76,843−78.2% | Reduced |
| FIL Ltd | 21,385 | $1.16M | 0.00% | +3,963+22.7% | Added |
| Wilen Investment Management Corp. | 21,424 | $1.15M | 0.87% | −100−0.5% | Reduced |
| Abbrea Capital, LLC | 20,980 | $1.14M | 0.15% | +729+3.6% | Added |
| Warther Private Wealth, LLC | 21,584 | $1.13M | 0.84% | −475−2.2% | Reduced |
| Fractal Investments LLC | 20,896 | $1.13M | 0.39% | +20,896 | New |
| Aureus Asset Management, LLC | 20,725 | $1.12M | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,505 | $1.11M | 0.26% | +20,505 | New |
| 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 |
| Caldwell Trust Co | 20,294 | $1.10M | 0.13% | +511+2.6% | Added |
| 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 |
| Choate Investment Advisors | 20,057 | $1.09M | 0.06% | −109−0.5% | Reduced |
| Pinnacle Associates Ltd | 19,977 | $1.08M | 0.02% | +2,597+14.9% | Added |
| Wendell David Associates Inc | 19,895 | $1.08M | 0.11% | −765−3.7% | Reduced |
| Point72 Hong Kong Ltd | 19,782 | $1.07M | 0.09% | +14,623+283.4% | Added |
| Umb Bank N A | 19,760 | $1.07M | 0.01% | +10,111+104.8% | Added |
| Lipe & Dalton | 19,613 | $1.06M | 0.50% | −300−1.5% | Reduced |
| Two Sigma Advisers, LP | 19,500 | $1.06M | 0.00% | −127,100−86.7% | Reduced |
| Cigna Investments Inc | 19,484 | $1.06M | 0.08% | −7,131−26.8% | Reduced |
| Legend Financial Advisors, Inc. | 19,340 | $1.05M | 0.73% | −469−2.4% | Reduced |
| Pathstone Family Office, LLC | 19,112 | $1.04M | 0.03% | +11,400+147.8% | Added |
| Wolverine Trading, LLC | 19,361 | $1.04M | 0.01% | −52,376−73.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Penobscot Investment Management Company, Inc. | 18,589 | $1.01M | 0.14% | −585−3.1% | Reduced |
| Advisory Services Network, LLC | 18,554 | $1.01M | 0.03% | −6,305−25.4% | Reduced |
| American Portfolios Advisors | 18,423 | $999.3K | 0.03% | −1,356−6.9% | Reduced |
| Buffington Mohr McNeal | 18,059 | $980.0K | 0.17% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,037 | $978.0K | 0.01% | −3,677−16.9% | Reduced |
| Walleye Trading LLC | 17,866 | $969.0K | 0.02% | −5,113−22.3% | Reduced |
| Quantum Private Wealth, LLC | 17,845 | $967.0K | 0.37% | +17,845 | New |
| Trust Co of Toledo NA | 17,688 | $960.0K | 0.14% | −19−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 17,661 | $958.0K | 0.05% | −10,072−36.3% | Reduced |
| Curated Wealth Partners LLC | 17,652 | $958.0K | 0.31% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 17,589 | $954.0K | 0.08% | +17,589 | New |
| Miller Investment Management, LP | 17,500 | $949.0K | 0.14% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 17,497 | $949.0K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 17,450 | $946.0K | 0.31% | −10−0.1% | Reduced |
| TRUE Private Wealth Advisors | 17,379 | $942.0K | 0.13% | −62−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,335 | $940.1K | 0.01% | −665−3.7% | Reduced |
| AdvisorNet Financial, Inc | 17,300 | $938.0K | 0.06% | +9,424+119.7% | Added |
| EagleClaw Capital Managment, LLC | 17,100 | $928.0K | 0.20% | +500+3.0% | Added |
| Estabrook Capital Management | 17,033 | $923.9K | 0.13% | −1,403−7.6% | Reduced |
| Lake Street Advisors Group, LLC | 16,779 | $910.0K | 0.06% | +104+0.6% | Added |
| Merit Financial Group, LLC | 16,726 | $907.0K | 0.09% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 16,599 | $900.0K | 0.03% | −205−1.2% | Reduced |
| David Loasby | 16,532 | $897.0K | 0.11% | +27+0.2% | Added |
| Webster Bank, N. A. | 16,510 | $895.0K | 0.09% | −178−1.1% | Reduced |
| GWM Advisors LLC | 16,505 | $895.0K | 0.01% | +10,505+175.1% | Added |
| Montag A & Associates Inc | 16,485 | $894.0K | 0.04% | −130−0.8% | Reduced |
| Sandy Spring Bank | 16,467 | $893.0K | 0.04% | −1,314−7.4% | Reduced |
| Parallel Advisors, LLC | 16,446 | $892.0K | 0.03% | −131−0.8% | Reduced |
| Appian Way Asset Management LP | 16,376 | $888.0K | 0.38% | −134,324−89.1% | Reduced |
| Atlantic Union Bankshares Corp | 16,380 | $888.0K | 0.08% | −684−4.0% | Reduced |
| Bryn Mawr Trust Co | 16,349 | $887.0K | 0.03% | +494+3.1% | Added |
| Ellis Investment Partners, LLC | 16,266 | $882.0K | 0.20% | −1,741−9.7% | Reduced |
| River Wealth Advisors LLC | 16,177 | $877.0K | 0.14% | −17−0.1% | Reduced |
| Boothbay Fund Management, LLC | 16,157 | $876.0K | 0.03% | +2,374+17.2% | Added |
| Capital City Trust Co | 16,102 | $873.0K | 0.25% | +181+1.1% | Added |
| Simmons Bank | 16,062 | $872.0K | 0.06% | −1,572−8.9% | Reduced |
| Burns J W & Co Inc | 15,905 | $863.0K | 0.12% | −1,177−6.9% | Reduced |
| Parsec Financial Management, Inc. | 15,898 | $862.0K | 0.04% | +50.0% | Added |
| Triangle Securities Wealth Management | 15,814 | $858.0K | 0.27% | −295−1.8% | Reduced |
| Columbia Asset Management | 15,822 | $858.0K | 0.18% | +200+1.3% | Added |
| Valley Brook Capital Group | 15,760 | $854.0K | 0.74% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,748 | $854.0K | 0.03% | +368+2.4% | Added |
| Foster & Motley Inc | 15,715 | $852.0K | 0.07% | −34−0.2% | Reduced |
| Home Federal Bank of Tennessee | 15,564 | $844.0K | 0.28% | +310+2.0% | Added |
| Westhampton Capital, LLC | 15,517 | $842.0K | 0.52% | −345−2.2% | Reduced |
| ELCO Management Co., LLC | 15,474 | $839.0K | 0.60% | −38−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 15,975 | $827.0K | 0.05% | 00.0% | Unchanged |
| Fort, L.P. | 15,193 | $824.0K | 0.27% | +3,196+26.6% | Added |
| Brendel Financial Advisors LLC | 15,165 | $823.0K | 0.43% | +1,087+7.7% | Added |
| Baldwin Investment Management, LLC | 15,067 | $817.0K | 0.21% | −100−0.7% | Reduced |
| CAPROCK Group, Inc. | 15,002 | $816.0K | 0.07% | +2,064+16.0% | Added |
| Fieldpoint Private Securities, LLC | 14,990 | $813.0K | 0.16% | +240+1.6% | Added |
| Assenagon Asset Management S.A. | 14,905 | $808.0K | 0.00% | +176+1.2% | Added |
| Trust Co of Virginia | 14,783 | $802.0K | 0.08% | −965−6.1% | Reduced |
| Lincoln National Corp | 14,722 | $799.0K | 0.02% | +1,787+13.8% | Added |
| Frontier Wealth Management LLC | 14,569 | $790.0K | 0.05% | −257−1.7% | Reduced |
| True North Advisors, LLC | 14,554 | $789.0K | 0.13% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,542 | $788.0K | 0.05% | −32−0.2% | Reduced |
| IBM Retirement Fund | 14,466 | $785.0K | 0.10% | −10,124−41.2% | Reduced |
| Polar Capital Holdings Plc | 14,435 | $783.0K | 0.00% | +14,435 | New |
| Ar Asset Management Inc | 14,400 | $781.0K | 0.20% | 00.0% | Unchanged |
| South State Corp. | 14,341 | $778.0K | 0.06% | −325−2.2% | Reduced |
| Donaldson Capital Management, LLC | 14,332 | $777.0K | 0.03% | −2,052−12.5% | Reduced |