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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 14,300 | $776.0K | 0.02% | +856+6.4% | Added |
| Kingsview Wealth Management, LLC | 14,306 | $776.0K | 0.03% | +1,075+8.1% | Added |
| Kestra Private Wealth Services, LLC | 14,269 | $774.0K | 0.04% | +4,892+52.2% | Added |
| Empirical Finance, LLC | 14,124 | $766.0K | 0.09% | +4,048+40.2% | Added |
| Cambridge Trust Co | 14,090 | $764.0K | 0.02% | +14,090 | New |
| Everett Harris & Co | 14,021 | $760.0K | 0.01% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 13,968 | $758.0K | 0.45% | −208−1.5% | Reduced |
| Amussen Hunsaker Associates LLC | 14,101 | $757.0K | 0.18% | −100−0.7% | Reduced |
| Allred Capital Management, LLC | 13,882 | $752.0K | 0.36% | −35−0.3% | Reduced |
| Pitcairn Co | 13,869 | $752.0K | 0.05% | −34−0.2% | Reduced |
| Journey Advisory Group, LLC | 13,867 | $752.0K | 0.21% | +600+4.5% | Added |
| Means Investment Co., Inc. | 13,825 | $750.0K | 0.13% | +30.0% | Added |
| Security National Bank of So Dak | 13,801 | $749.0K | 0.50% | −20−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 13,735 | $745.0K | 0.13% | −1,988−12.6% | Reduced |
| Compton Capital Management Inc | 13,684 | $742.0K | 0.19% | −1,010−6.9% | Reduced |
| Sowell Financial Services LLC | 13,675 | $742.0K | 0.04% | +99+0.7% | Added |
| Ahl Investment Management, Inc. | 13,687 | $742.0K | 0.68% | +13,687 | New |
| GYL Financial Synergies, LLC | 13,603 | $738.0K | 0.20% | +978+7.7% | Added |
| Aull & Monroe Investment Management Corp | 13,506 | $733.0K | 0.33% | −200−1.5% | Reduced |
| Pensionfund DSM Netherlands | 13,500 | $732.0K | 0.08% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 13,463 | $730.0K | 0.03% | +5,698+73.4% | Added |
| Carroll Financial Associates, Inc. | 13,624 | $729.0K | 0.04% | +405+3.1% | Added |
| Holderness Investments Co | 13,416 | $728.0K | 0.21% | −7−0.1% | Reduced |
| Benedict Financial Advisors Inc | 13,397 | $727.0K | 0.19% | −586−4.2% | Reduced |
| Forte Capital LLC | 13,403 | $727.0K | 0.09% | +124+0.9% | Added |
| Aigen Investment Management, LP | 13,567 | $726.0K | 0.04% | −111,545−89.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 13,424 | $724.0K | 0.16% | +212+1.6% | Added |
| Bath Savings Trust Co | 13,299 | $721.0K | 0.07% | −1,698−11.3% | Reduced |
| Penserra Capital Management LLC | 15,635 | $721.0K | 0.02% | +12,432+388.1% | Added |
| J.W. Cole Advisors, Inc. | 13,133 | $712.0K | 0.05% | −804−5.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,117 | $711.0K | 0.08% | −1,200−8.4% | Reduced |
| Financial Counselors Inc | 13,088 | $710.0K | 0.01% | −8,375−39.0% | Reduced |
| Groesbeck Investment Management Corp | 13,071 | $709.0K | 0.90% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,071 | $709.0K | 0.29% | +9+0.1% | Added |
| Cerity Partners LLC | 12,996 | $709.0K | 0.01% | +5,970+85.0% | Added |
| Osborne Partners Capital Management, LLC | 13,033 | $707.0K | 0.05% | −9,943−43.3% | Reduced |
| Chicago Capital, LLC | 13,037 | $707.0K | 0.03% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 13,011 | $706.0K | 0.40% | −8,540−39.6% | Reduced |
| Transform Wealth, LLC | 12,852 | $697.0K | 0.07% | −1,344−9.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,814 | $695.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,788 | $694.0K | 0.04% | +495+4.0% | Added |
| AIA Group Ltd | 12,780 | $693.0K | 0.03% | +8,540+201.4% | Added |
| Oak Thistle LLC | 12,740 | $691.0K | 0.54% | +12,740 | New |
| American Century Companies Inc | 12,659 | $687.0K | 0.00% | −836,315−98.5% | Reduced |
| Werlinich Asset Management, LLC | 12,575 | $682.1K | 0.50% | −1,000−7.4% | Reduced |
| Exane Derivatives | 12,518 | $679.0K | 0.17% | +7,234+136.9% | Added |
| American National Insurance Co | 12,429 | $674.0K | 0.15% | −100,340−89.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,426 | $674.0K | 0.04% | −383−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,392 | $672.0K | 0.05% | +1,071+9.5% | Added |
| Grimes & Company, Inc. | 12,334 | $669.0K | 0.03% | +64+0.5% | Added |
| Investment Advisory Services Inc | 12,159 | $659.0K | 0.36% | −318−2.5% | Reduced |
| Aldebaran Financial Inc. | 12,125 | $658.0K | 0.51% | −50−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 12,118 | $657.0K | 0.06% | −2,131−15.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,085 | $655.0K | 0.07% | +754+6.7% | Added |
| Mountain Pacific Investment Advisers Inc | 12,048 | $653.0K | 0.04% | −200−1.6% | Reduced |
| Meridian Management Co | 12,040 | $653.0K | 0.19% | 00.0% | Unchanged |
| Papp L Roy & Associates | 11,911 | $646.0K | 0.07% | −2,000−14.4% | Reduced |
| Laurel Wealth Advisors LLC | 11,913 | $646.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Group, LLC | 11,823 | $643.0K | 0.14% | −172−1.4% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $642.0K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,778 | $639.0K | 0.01% | +240+2.1% | Added |
| Personal Cfo Solutions, LLC | 11,763 | $638.0K | 0.12% | +40+0.3% | Added |
| Phoenix Holdings Ltd. | 11,820 | $637.0K | 0.01% | −12,441−51.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,676 | $633.0K | 0.04% | −2,201−15.9% | Reduced |
| Jupiter Asset Management Ltd | 11,825 | $633.0K | 0.01% | +1,733+17.2% | Added |
| Flputnam Investment Management Co | 11,646 | $632.0K | 0.02% | −124−1.1% | Reduced |
| Sawtooth Solutions, LLC | 11,554 | $626.0K | 0.07% | +5,393+87.5% | Added |
| Spire Wealth Management | 11,476 | $622.0K | 0.01% | −4,564−28.5% | Reduced |
| Boston Trust Walden Corp | 11,461 | $622.0K | 0.00% | +837+7.9% | Added |
| Morningstar Investment Services LLC | 11,486 | $622.0K | 0.01% | +1,801+18.6% | Added |
| Security National Bank of Sioux City Iowa | 11,420 | $619.0K | 0.43% | −84−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,411 | $618.0K | 0.02% | −324−2.8% | Reduced |
| Shayne & Co., LLC | 11,310 | $613.0K | 0.33% | 00.0% | Unchanged |
| Lake Street Financial LLC | 11,212 | $608.0K | 0.11% | +11,212 | New |
| Ledyard National Bank | 11,198 | $607.0K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,128 | $604.0K | 0.01% | +423+4.0% | Added |
| Fiduciary Group LLC | 11,120 | $603.0K | 0.07% | −439−3.8% | Reduced |
| Profund Advisors LLC | 11,038 | $599.0K | 0.02% | −1,543−12.3% | Reduced |
| Advisors Asset Management, Inc. | 11,025 | $598.0K | 0.01% | −3,423−23.7% | Reduced |
| Brasada Capital Management, LP | 11,000 | $597.0K | 0.11% | +11,000 | New |
| Lindbrook Capital, LLC | 10,964 | $595.0K | 0.09% | +8,139+288.1% | Added |
| Dividend Assets Capital, LLC | 10,910 | $592.0K | 0.11% | −1,030−8.6% | Reduced |
| Greenleaf Trust | 10,916 | $592.0K | 0.01% | +861+8.6% | Added |
| ICW Investment Advisors LLC | 10,896 | $591.0K | 0.33% | +1,075+10.9% | Added |
| Magnetar Financial LLC | 10,877 | $590.0K | 0.01% | +10,877 | New |
| Bluefin Capital Management, LLC | 10,800 | $586.0K | 0.05% | +10,800 | New |
| Merlin Capital LLC | 10,675 | $579.0K | 0.67% | +10,675 | New |
| Vestmark Advisory Solutions, Inc. | 10,634 | $577.0K | 0.03% | +445+4.4% | Added |
| Moneta Group Investment Advisors LLC | 10,564 | $573.0K | 0.02% | −236−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,555 | $572.0K | 0.10% | −808−7.1% | Reduced |
| Rockbridge Investment Management, LCC | 10,548 | $572.0K | 0.08% | +7,779+280.9% | Added |
| Charter Trust Co | 10,535 | $571.0K | 0.05% | −882−7.7% | Reduced |
| Colonial Trust Advisors | 10,448 | $567.0K | 0.06% | −350−3.2% | Reduced |
| Wahed Invest LLC | 10,412 | $565.0K | 0.31% | +10,412 | New |
| Pointe Capital Management LLC | 10,403 | $564.0K | 0.36% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $564.0K | 0.27% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,384 | $563.0K | 0.02% | +188+1.8% | Added |
| HRT Financial LP | 10,384 | $563.0K | 0.00% | +10,384 | New |
| 1st Source Bank | 10,354 | $562.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,327 | $560.0K | 0.01% | +1,832+21.6% | Added |