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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 7,816 | $424.0K | 0.00% | −1,100−12.3% | Reduced |
| First City Capital Management, Inc. | 9,215 | $422.0K | 0.24% | −1,255−12.0% | Reduced |
| Conning Inc. | 7,699 | $418.0K | 0.01% | −793−9.3% | Reduced |
| Regent Investment Management LLC | 7,682 | $417.0K | 0.09% | −600−7.2% | Reduced |
| Virtue Capital Management, LLC | 7,692 | $417.0K | 0.06% | −269−3.4% | Reduced |
| Meridian Investment Counsel Inc. | 7,618 | $413.0K | 0.14% | +1,025+15.5% | Added |
| Diversified Trust Co | 7,596 | $412.0K | 0.01% | −2,111−21.7% | Reduced |
| Metis Global Partners, LLC | 7,571 | $411.0K | 0.11% | +7,571 | New |
| Cornerstone Wealth Management, LLC | 7,637 | $410.0K | 0.04% | −337−4.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,523 | $409.0K | 0.03% | −305−3.9% | Reduced |
| Shelton Capital Management | 7,525 | $408.0K | 0.01% | −11,039−59.5% | Reduced |
| Veriti Management LLC | 7,508 | $407.0K | 0.05% | −444−5.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,501 | $407.0K | 0.05% | 00.0% | Unchanged |
| Farmers National Bank | 7,494 | $406.5K | 0.13% | −210−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 7,471 | $405.0K | 0.09% | −876−10.5% | Reduced |
| Fruth Investment Management | 7,481 | $405.0K | 0.11% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7,365 | $399.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,310 | $396.0K | 0.04% | −219−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 7,462 | $393.0K | 0.03% | +137+1.9% | Added |
| First Foundation Advisors | 7,241 | $393.0K | 0.01% | +34+0.5% | Added |
| Orion Portfolio Solutions, LLC | 7,231 | $392.0K | 0.01% | +271+3.9% | Added |
| Checchi Capital Advisers, LLC | 7,197 | $390.0K | 0.04% | +331+4.8% | Added |
| Snowden Capital Advisors LLC | 7,141 | $387.0K | 0.02% | −2,029−22.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $387.0K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 7,110 | $386.0K | 0.32% | −125−1.7% | Reduced |
| Sageworth Trust Co of South Dakota | 7,123 | $386.0K | 0.59% | +7,123 | New |
| S.A. Mason LLC | 7,104 | $385.0K | 0.23% | +10.0% | Added |
| Argent Capital Management LLC | 7,098 | $385.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,085 | $384.0K | 0.03% | +368+5.5% | Added |
| Jones Financial Companies LLLP | 7,044 | $382.0K | 0.00% | +993+16.4% | Added |
| SRS Capital Advisors, Inc. | 7,007 | $380.0K | 0.05% | +469+7.2% | Added |
| Kore Private Wealth LLC | 6,989 | $379.0K | 0.05% | −3,180−31.3% | Reduced |
| Western Wealth Management, LLC | 7,092 | $379.0K | 0.04% | +7,092 | New |
| Riverwater Partners LLC | 6,946 | $377.0K | 0.33% | +6,946 | New |
| Congress Wealth Management LLC | 6,947 | $377.0K | 0.01% | +6,947 | New |
| Altium Wealth Management LLC | 6,931 | $376.0K | 0.02% | −467−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,935 | $376.0K | 0.07% | −27−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 6,915 | $375.0K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,904 | $374.0K | 0.04% | +6,904 | New |
| CPWM, LLC | 7,191 | $372.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,867 | $372.0K | 0.04% | +225+3.4% | Added |
| Gillespie Robinson & Grimm Inc | 6,819 | $370.0K | 0.03% | −37−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,780 | $368.0K | 0.03% | +220+3.4% | Added |
| Alps Advisors Inc | 6,745 | $366.0K | 0.00% | +134+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $364.0K | 0.02% | −5,500−45.0% | Reduced |
| Essex Savings Bank | 6,687 | $362.0K | 0.12% | −215−3.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,666 | $362.0K | 0.09% | +91+1.4% | Added |
| Colony Group LLC | 6,663 | $361.0K | 0.01% | −248−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 6,639 | $360.0K | 0.01% | +769+13.1% | Added |
| Axxcess Wealth Management, LLC | 6,639 | $360.0K | 0.03% | +6,639 | New |
| Sunbelt Securities, Inc. | 7,788 | $359.0K | 0.06% | −13−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,582 | $357.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,560 | $355.8K | 0.04% | −50−0.8% | Reduced |
| Forbes J M & Co LLP | 6,510 | $353.0K | 0.04% | +494+8.2% | Added |
| WBH Advisory Inc | 6,460 | $350.0K | 0.04% | −49−0.8% | Reduced |
| Asset Dedication, LLC | 6,420 | $349.0K | 0.04% | −424−6.2% | Reduced |
| NTB Financial Corp | 6,431 | $349.0K | 0.24% | +6,431 | New |
| Adirondack Trust Co | 6,403 | $348.0K | 0.17% | −445−6.5% | Reduced |
| Old National Bancorp | 6,424 | $348.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,413 | $348.0K | 0.18% | +600+10.3% | Added |
| Institutional & Family Asset Management, LLC | 6,391 | $347.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 6,356 | $345.0K | 0.04% | −10,581−62.5% | Reduced |
| Capital Analysts, LLC | 6,366 | $345.0K | 0.02% | −352−5.2% | Reduced |
| Northeast Investment Management | 6,327 | $343.0K | 0.02% | −1,407−18.2% | Reduced |
| LCM Capital Management Inc | 6,330 | $343.0K | 0.27% | −43−0.7% | Reduced |
| Chicago Trust Co NA | 6,320 | $343.0K | 0.07% | +6,320 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $342.0K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,283 | $341.0K | 0.02% | −830−11.7% | Reduced |
| Two Sigma Securities, LLC | 6,275 | $340.0K | 0.07% | +6,275 | New |
| Resonant Capital Advisors, LLC | 6,197 | $337.0K | 0.05% | +310+5.3% | Added |
| Hancock Whitney Corp | 6,201 | $336.0K | 0.01% | −158−2.5% | Reduced |
| Waldron Private Wealth LLC | 6,208 | $336.0K | 0.02% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $335.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,179 | $335.0K | 0.02% | +6,179 | New |
| Cambridge Advisors Inc. | 6,149 | $334.0K | 0.08% | −152−2.4% | Reduced |
| Rothschild Investment Corp | 6,159 | $334.0K | 0.03% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 6,150 | $334.0K | 0.30% | +6,150 | New |
| 9258 Wealth Management, LLC | 6,144 | $333.0K | 0.08% | −22−0.4% | Reduced |
| Bailard, Inc. | 6,113 | $332.0K | 0.01% | −179−2.8% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $332.0K | 0.09% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,086 | $330.0K | 0.02% | −983−13.9% | Reduced |
| Geneos Wealth Management Inc. | 6,101 | $330.0K | 0.01% | +49+0.8% | Added |
| Sequoia Financial Advisors, LLC | 6,081 | $330.0K | 0.01% | +6,081 | New |
| Nichols & Pratt Advisers LLP | 6,060 | $328.0K | 0.02% | −2,450−28.8% | Reduced |
| Woodmont Investment Counsel LLC | 6,037 | $327.0K | 0.04% | +197+3.4% | Added |
| LVW Advisors, LLC | 6,017 | $326.0K | 0.06% | +1,159+23.9% | Added |
| Coldstream Capital Management Inc | 6,018 | $326.0K | 0.01% | +6,018 | New |
| Systematic Financial Management LP | 6,000 | $325.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $325.0K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $325.0K | 0.05% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,973 | $324.0K | 0.00% | +5,973 | New |
| Meridian Wealth Management, LLC | 5,963 | $323.0K | 0.03% | +10.0% | Added |
| Arrow Financial Corp | 5,947 | $323.0K | 0.04% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,929 | $322.0K | 0.07% | +1,259+27.0% | Added |
| MEMBERS Trust Co | 5,915 | $321.0K | 0.01% | +76+1.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,925 | $321.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 5,901 | $320.0K | 0.13% | −450−7.1% | Reduced |
| FRG Family Wealth Advisors LLC | 5,881 | $319.0K | 0.06% | −75−1.3% | Reduced |
| Founders Financial Alliance, LLC | 5,889 | $319.0K | 0.13% | +20.0% | Added |