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 |
|---|---|---|---|---|---|
| Washington Trust Co | 10,305 | $559.0K | 0.02% | −8,044−43.8% | Reduced |
| Mutual Advisors, LLC | 10,305 | $559.0K | 0.03% | −511−4.7% | Reduced |
| Sky Investment Group LLC | 10,217 | $554.0K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,206 | $554.0K | 0.02% | +10,206 | New |
| Carret Asset Management, LLC | 10,199 | $553.0K | 0.06% | −124−1.2% | Reduced |
| Vestcor Inc | 10,174 | $552.0K | 0.02% | −1,993−16.4% | Reduced |
| Bank of the West | 10,151 | $551.0K | 0.05% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 10,120 | $549.0K | 0.27% | +10,120 | New |
| Rathbone Brothers plc | 10,110 | $548.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,043 | $545.0K | 0.06% | +275+2.8% | Added |
| Cape Cod Five Cents Savings Bank | 10,046 | $544.0K | 0.05% | −571−5.4% | Reduced |
| Court Place Advisors, LLC | 10,028 | $544.0K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,032 | $544.0K | 0.03% | +72+0.7% | Added |
| Canal Insurance CO | 10,000 | $543.0K | 0.16% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 10,000 | $542.0K | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $542.0K | 0.09% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,970 | $541.0K | 0.03% | −1,308−11.6% | Reduced |
| Berkshire Bank | 9,973 | $541.0K | 0.12% | −100−1.0% | Reduced |
| Chemung Canal Trust Co | 9,963 | $541.0K | 0.10% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 9,980 | $541.0K | 0.04% | +331+3.4% | Added |
| BTR Capital Management Inc | 9,955 | $540.0K | 0.06% | −1,050−9.5% | Reduced |
| Kovack Advisors, Inc. | 9,873 | $536.0K | 0.05% | +2,631+36.3% | Added |
| Verdence Capital Advisors LLC | 9,821 | $533.0K | 0.06% | −49−0.5% | Reduced |
| Assetmark, Inc | 9,824 | $533.0K | 0.00% | +9,108+1,272.1% | Added |
| Ancora Advisors, LLC | 9,777 | $530.0K | 0.01% | +107+1.1% | Added |
| Enterprise Financial Services Corp | 9,639 | $522.0K | 0.08% | −800−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,625 | $522.0K | 0.01% | −153−1.6% | Reduced |
| Ferris Capital, LLC | 9,604 | $521.0K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 9,590 | $520.0K | 0.28% | −10,495−52.3% | Reduced |
| Beck Mack & Oliver LLC | 9,594 | $520.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 9,560 | $519.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 9,573 | $519.0K | 0.74% | +8,523+811.7% | Added |
| Quent Capital, LLC | 9,529 | $517.0K | 0.11% | +9,529 | New |
| Campbell Newman Asset Management Inc | 9,488 | $515.0K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 9,475 | $513.0K | 0.20% | −220−2.3% | Reduced |
| Symmetry Partners, LLC | 9,445 | $512.0K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 9,406 | $510.0K | 0.02% | −1,130−10.7% | Reduced |
| TCTC Holdings, LLC | 9,348 | $507.0K | 0.02% | +78+0.8% | Added |
| Exencial Wealth Advisors, LLC | 9,324 | $506.0K | 0.02% | +9,324 | New |
| Boston Financial Mangement LLC | 9,252 | $502.0K | 0.02% | −64−0.7% | Reduced |
| Tiemann Investment Advisors, LLC | 9,236 | $501.0K | 0.21% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,164 | $497.0K | 0.05% | +9,164 | New |
| Arkadios Wealth Advisors | 9,128 | $495.0K | 0.07% | −7,124−43.8% | Reduced |
| Boenning & Scattergood, Inc. | 9,115 | $494.0K | 0.08% | −466−4.9% | Reduced |
| Country Club Trust Company, n.a. | 9,209 | $493.0K | 0.04% | −1,602−14.8% | Reduced |
| TownSquare Capital, LLC | 9,076 | $492.0K | 0.01% | −398−4.2% | Reduced |
| Gladstone Institutional Advisory LLC | 9,079 | $492.0K | 0.04% | +9,079 | New |
| Atwood & Palmer Inc | 9,025 | $490.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,056 | $490.0K | 0.01% | +242+2.7% | Added |
| Community Bank, N.A. | 9,045 | $490.0K | 0.06% | +1,841+25.6% | Added |
| Tucker Asset Management LLC | 9,145 | $489.7K | 0.16% | +74+0.8% | Added |
| Great Valley Advisor Group, Inc. | 9,036 | $489.0K | 0.03% | +397+4.6% | Added |
| Valeo Financial Advisors, LLC | 8,984 | $487.0K | 0.03% | +45+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 8,946 | $485.0K | 0.09% | −126−1.4% | Reduced |
| Financial Advisory Group | 8,937 | $485.0K | 0.10% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,936 | $485.0K | 0.14% | +550+6.6% | Added |
| NorthRock Partners, LLC | 8,899 | $483.0K | 0.04% | +1,352+17.9% | Added |
| Monterey Private Wealth, Inc. | 8,877 | $482.0K | 0.24% | +75+0.9% | Added |
| American National Registered Investment Advisor, Inc. | 8,886 | $482.0K | 0.16% | −30.0% | Reduced |
| HBK Sorce Advisory LLC | 8,877 | $481.0K | 0.02% | +398+4.7% | Added |
| Clear Street Markets LLC | 8,791 | $477.0K | 0.04% | +8,791 | New |
| Rafferty Asset Management, LLC | 8,772 | $476.0K | 0.00% | −3,482−28.4% | Reduced |
| Siemens Fonds Invest GmbH | 8,864 | $475.0K | 0.03% | −31−0.3% | Reduced |
| Azimuth Capital Management LLC | 8,735 | $474.0K | 0.02% | −810−8.5% | Reduced |
| Washington Trust Advisors, Inc. | 8,750 | $474.0K | 0.03% | +8,750 | New |
| Mitchell & Pahl Private Wealth, LLC | 8,681 | $471.0K | 0.30% | −301−3.4% | Reduced |
| Wade G W & Inc | 8,688 | $471.0K | 0.02% | −162−1.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $466.0K | 0.14% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $465.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,582 | $465.0K | 0.20% | +8,582 | New |
| Mayflower Financial Advisors, LLC | 8,534 | $463.0K | 0.06% | +294+3.6% | Added |
| United Bank | 8,507 | $461.0K | 0.06% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 8,473 | $460.0K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,448 | $458.0K | 0.08% | −315−3.6% | Reduced |
| Brinker Capital Investments, LLC | 8,413 | $456.0K | 0.01% | +8,413 | New |
| Alterity Financial Group, LLC | 8,405 | $456.0K | 0.49% | +8,405 | New |
| First Horizon Advisors, Inc. | 8,402 | $455.0K | 0.01% | −70−0.8% | Reduced |
| Clearstead Advisors, LLC | 8,351 | $453.0K | 0.03% | −582−6.5% | Reduced |
| Baker Ellis Asset Management LLC | 8,353 | $453.0K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,288 | $450.0K | 0.04% | −65,040−88.7% | Reduced |
| Covington Capital Management | 8,269 | $449.0K | 0.02% | −500−5.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $449.0K | 0.16% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,389 | $449.0K | 0.00% | +355+4.4% | Added |
| First National Trust Co | 8,251 | $447.0K | 0.02% | −1,348−14.0% | Reduced |
| Signaturefd, LLC | 8,238 | $447.0K | 0.01% | +437+5.6% | Added |
| Meeder Asset Management Inc | 8,198 | $445.0K | 0.04% | −3,068−27.2% | Reduced |
| Sentry Investment Management LLC | 8,171 | $443.0K | 0.12% | +858+11.7% | Added |
| Farmers Trust Co | 8,137 | $441.0K | 0.09% | −250−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,128 | $440.0K | 0.04% | −172−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,071 | $438.0K | 0.07% | −38−0.5% | Reduced |
| SlateStone Wealth, LLC | 8,079 | $438.0K | 0.09% | +2,090+34.9% | Added |
| Ellevest, Inc. | 8,039 | $436.0K | 0.04% | +349+4.5% | Added |
| Washington Trust Bank | 8,035 | $436.0K | 0.04% | +746+10.2% | Added |
| Piscataqua Savings Bank | 7,994 | $434.0K | 0.34% | −89−1.1% | Reduced |
| St Germain D J Co Inc | 7,966 | $432.0K | 0.02% | −917−10.3% | Reduced |
| CFO4Life Group, LLC | 7,945 | $431.0K | 0.09% | +3,158+66.0% | Added |
| Heritage Trust Co | 7,918 | $429.0K | 0.06% | +127+1.6% | Added |
| Bennicas & Associates, Inc. | 7,891 | $428.0K | 0.22% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,874 | $427.0K | 0.01% | −8,809−52.8% | Reduced |
| Schnieders Capital Management LLC | 7,872 | $427.0K | 0.10% | +567+7.8% | Added |