Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Carrier Global Corp as of Mar 31, 2022. 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: 1,264; −65 vs. Q4 2021
Shares held: 738.5M; +2.75M (+0.4%) vs. Q4 2021
Total value: $33.9B; −$5.99B (−15.0%) vs. Q4 2021
New holders: 92; 370 more added
Sold out: 157; 565 more reduced

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,264 institutions

Value heldQ1 2022: $33.9B

Institutions holding CARR and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2021.

Institutions holding CARR in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Private Ocean, LLC	4	$0	0.00%	−296−98.7%	Reduced
Coastal Capital Group, Inc.	4	$0	0.00%	00.0%	Unchanged
PSI Advisors, LLC	6	$0	0.00%	00.0%	Unchanged
Curi Capital	3	$0	0.00%	−4−57.1%	Reduced
GoalVest Advisory LLC	8	$0	0.00%	+8	New
CFS Investment Advisory Services, LLC	20,045	$0	0.00%	+20,045	New
Winch Advisory Services, LLC	20	$1.00K	0.00%	−20−50.0%	Reduced
Bogart Wealth, LLC	28	$1.00K	0.00%	00.0%	Unchanged
American National Bank	10	$1.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	16	$1.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	13	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	18	$1.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	20	$1.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	25	$1.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	17	$1.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	24	$1.00K	0.00%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	30	$1.00K	0.00%	+30	New
J.Safra Asset Management Corp	46	$1.00K	0.02%	+46	New
West Paces Advisors Inc.	40	$1.83K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	50	$2.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$2.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	47	$2.00K	0.00%	00.0%	Unchanged
Wealthstreet Investment Advisors, LLC	38	$2.00K	0.05%	00.0%	Unchanged
Steward Financial Group LLC	48	$2.00K	0.00%	00.0%	Unchanged
Investors Research Corp	35	$2.00K	0.00%	+35	New
PFS Partners, LLC	51	$2.32K	0.00%	+1+2.0%	Added
Cribstone Capital Management, LLC	65	$3.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	70	$3.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	55	$3.00K	0.00%	+55	New
Joseph P. Lucia & Associates, LLC	75	$3.00K	0.00%	+75	New
Global Financial Private Client, LLC	74	$3.41K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	83	$4.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	84	$4.00K	0.00%	00.0%	Unchanged
Schubert & Co	88	$4.00K	0.00%	+27+44.3%	Added
Loomis Sayles & Co L P	89	$4.00K	0.00%	+89	New
Ten Capital Wealth Advisors, LLC	115	$5.00K	0.00%	−195−62.9%	Reduced
Ci Investments Inc.	107	$5.00K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	116	$5.00K	0.00%	+116	New
CoreFirst Bank & Trust	100	$5.00K	0.00%	+100	New
Fairfield Financial Advisors, LTD	124	$5.70K	0.00%	+124	New
SJS Investment Consulting Inc.	122	$6.00K	0.00%	−100−45.0%	Reduced
Roble, Belko & Company, Inc	128	$6.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	135	$6.00K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	133	$6.00K	0.00%	+132+13,200.0%	Added
Cordant, Inc.	136	$6.00K	0.00%	+136	New
High Net Worth Advisory Group LLC	154	$7.00K	0.00%	−2,400−94.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	158	$7.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	162	$7.00K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	142	$7.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	150	$7.00K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	144	$7.00K	0.00%	+11+8.3%	Added
Independence Bank of Kentucky	181	$8.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	167	$8.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	168	$8.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	166	$8.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	165	$8.00K	0.00%	+165	New
First PREMIER Bank	200	$9.00K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	200	$9.17K	0.01%	+200	New
PrairieView Partners, LLC	227	$10.0K	0.00%	−254−52.8%	Reduced
Bedel Financial Consulting, Inc.	225	$10.0K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	217	$10.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	223	$10.0K	0.01%	00.0%	Unchanged
Rise Advisors, LLC	220	$10.0K	0.01%	00.0%	Unchanged
Fortitude Advisory Group L.L.C.	244	$11.0K	0.01%	−129−34.6%	Reduced
Vigilant Capital Management, LLC	244	$11.0K	0.00%	00.0%	Unchanged
Holloway Wealth Management, LLC	–	$11.0K	0.00%	–	–
Brown, Lisle/Cummings, Inc.	245	$11.2K	0.01%	00.0%	Unchanged
AlphaMark Advisors, LLC	255	$12.0K	0.00%	−150−37.0%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	297	$13.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	302	$14.0K	0.00%	−1,542−83.6%	Reduced
McClarren Financial Advisors, Inc.	315	$14.0K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	300	$14.0K	0.00%	00.0%	Unchanged
Operose Advisors LLC	300	$14.0K	0.01%	00.0%	Unchanged
Level Financial Advisors, Inc.	320	$15.0K	0.01%	00.0%	Unchanged
Natixis	320	$15.0K	0.00%	+320	New
Clear Street Markets LLC	350	$16.0K	0.00%	−8,441−96.0%	Reduced
Tarbox Family Office, Inc.	338	$16.0K	0.00%	−120−26.2%	Reduced
Norway Savings Bank	340	$16.0K	0.01%	−40−10.5%	Reduced
Endurance Wealth Management, Inc.	351	$16.0K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	351	$16.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	350	$16.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	344	$16.0K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	350	$16.0K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	346	$16.0K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	350	$16.0K	0.01%	+82+30.6%	Added
First Personal Financial Services	380	$17.0K	0.00%	−453−54.4%	Reduced
Morton Brown Family Wealth, LLC	367	$17.0K	0.01%	−42−10.3%	Reduced
Sittner & Nelson, LLC	371	$17.0K	0.01%	00.0%	Unchanged
Field & Main Bank	400	$18.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	393	$18.0K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	384	$18.0K	0.00%	+1+0.3%	Added
Versant Capital Management, Inc	388	$18.0K	0.01%	00.0%	Unchanged
Cascade Investment Advisors, Inc.	413	$18.9K	0.01%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	438	$19.0K	0.00%	−601−57.8%	Reduced
JJJ Advisors Inc.	418	$19.0K	0.01%	00.0%	Unchanged
Core Alternative Capital	434	$20.0K	0.01%	+403+1,300.0%	Added
Riverview Trust Co	437	$20.0K	0.01%	+437	New
Sound Income Strategies, LLC	456	$21.0K	0.00%	−23−4.8%	Reduced
Bradley & Co. Private Wealth Management, LLC	460	$21.0K	0.02%	00.0%	Unchanged
Column Capital Advisors, LLC	466	$21.0K	0.00%	+293+169.4%	Added