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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McMillion Capital Management Inc | 46,200 | $2.12M | 1.31% | −4,589−9.0% | Reduced |
| YHB Investment Advisors, Inc. | 46,849 | $2.15M | 0.19% | +2,618+5.9% | Added |
| Shell Asset Management Co | 46,879 | $2.15M | 0.05% | +2,442+5.5% | Added |
| Gilman Hill Asset Management, LLC | 47,315 | $2.17M | 0.49% | +549+1.2% | Added |
| Argent Trust Co | 47,683 | $2.19M | 0.13% | +88+0.2% | Added |
| Cacti Asset Management LLC | 46,767 | $2.19M | 0.17% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 47,999 | $2.20M | 2.44% | −497−1.0% | Reduced |
| Veritable, L.P. | 48,289 | $2.21M | 0.03% | +730+1.5% | Added |
| Achmea Investment Management B.V. | 48,321 | $2.22M | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 49,717 | $2.28M | 0.08% | −3,300−6.2% | Reduced |
| Pacer Advisors, Inc. | 50,537 | $2.32M | 0.02% | −232−0.5% | Reduced |
| LSV Asset Management | 50,700 | $2.33M | 0.00% | −1,400−2.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 50,917 | $2.34M | 0.18% | +39,241+336.1% | Added |
| Louisiana State Employees Retirement System | 54,000 | $2.35M | 0.06% | −300−0.6% | Reduced |
| Daiwa Securities Group Inc. | 51,335 | $2.35M | 0.01% | +2,663+5.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 51,387 | $2.36M | 0.06% | −9,714−15.9% | Reduced |
| Choate Investment Advisors | 51,447 | $2.36M | 0.13% | +31,390+156.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,522 | $2.36M | 0.01% | +51,522 | New |
| CWM, LLC | 51,593 | $2.37M | 0.02% | +27,375+113.0% | Added |
| AdvisorNet Financial, Inc | 51,876 | $2.38M | 0.15% | +34,576+199.9% | Added |
| CIBC World Markets Corp | 52,014 | $2.39M | 0.02% | +21,124+68.4% | Added |
| Metropolitan Life Insurance Co | 52,795 | $2.42M | 0.09% | −65,286−55.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,845 | $2.42M | 0.03% | −579−1.1% | Reduced |
| Ethic Inc. | 52,848 | $2.42M | 0.17% | +8,928+20.3% | Added |
| Blair William & Co | 53,797 | $2.47M | 0.01% | −6,813−11.2% | Reduced |
| Heritage Investors Management Corp | 54,436 | $2.50M | 0.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 54,531 | $2.50M | 0.10% | +1,625+3.1% | Added |
| CSM Advisors, LLC | 55,020 | $2.53M | 0.18% | −5,000−8.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,344 | $2.54M | 0.05% | +326+0.6% | Added |
| JB Capital LLC | 55,544 | $2.55M | 0.25% | −174−0.3% | Reduced |
| Guggenheim Capital LLC | 55,679 | $2.55M | 0.02% | −22,366−28.7% | Reduced |
| Prio Wealth Limited Partnership | 55,687 | $2.55M | 0.08% | −6,241−10.1% | Reduced |
| IFP Advisors, Inc | 192,550 | $2.56M | 0.03% | +107,151+125.5% | Added |
| Stratos Wealth Partners, LTD. | 56,226 | $2.58M | 0.06% | −159−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 56,389 | $2.59M | 0.02% | +65+0.1% | Added |
| Wealthfront Advisers LLC | 57,128 | $2.62M | 0.01% | −7,020−10.9% | Reduced |
| Evercore Wealth Management, LLC | 57,585 | $2.64M | 0.05% | −518−0.9% | Reduced |
| Delta Capital Management LLC | 58,365 | $2.68M | 1.78% | −8,072−12.1% | Reduced |
| Cullinan Associates Inc | 58,800 | $2.70M | 0.14% | +9,500+19.3% | Added |
| Cohen Klingenstein LLC | 59,064 | $2.71M | 0.11% | 00.0% | Unchanged |
| Souders Financial Advisors | 59,225 | $2.72M | 0.79% | +2,511+4.4% | Added |
| Stephens Inc | 59,373 | $2.72M | 0.04% | −359−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $2.72M | 0.55% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 60,446 | $2.77M | 0.00% | −7,054−10.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,627 | $2.78M | 0.03% | −2,638−4.2% | Reduced |
| Wesbanco Bank Inc | 61,554 | $2.82M | 0.11% | +140.0% | Added |
| Westport Asset Management Inc | 52,400 | $2.84M | 1.29% | 00.0% | Unchanged |
| Nordea Investment Management AB | 60,222 | $2.85M | 0.00% | −5,049,970−98.8% | Reduced |
| Huber Capital Management LLC | 62,500 | $2.87M | 0.71% | −18,200−22.6% | Reduced |
| AMG National Trust Bank | 63,471 | $2.91M | 0.09% | +763+1.2% | Added |
| United Capital Financial Advisers, LLC | 63,568 | $2.92M | 0.01% | +4,483+7.6% | Added |
| Patten Group, Inc. | 63,696 | $2.92M | 0.82% | −375−0.6% | Reduced |
| Mackenzie Financial Corp | 63,753 | $2.92M | 0.00% | −32,827−34.0% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $2.94M | 0.51% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 64,748 | $2.97M | 0.09% | +2,054+3.3% | Added |
| Hall Laurie J Trustee | 64,810 | $2.97M | 1.14% | +4,555+7.6% | Added |
| GAM Holding AG | 65,100 | $2.99M | 0.15% | −12,357−16.0% | Reduced |
| Candriam Luxembourg S.C.A. | 65,241 | $2.99M | 0.02% | +12,089+22.7% | Added |
| Brown Brothers Harriman & Co | 65,313 | $3.00M | 0.02% | −1,859−2.8% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.05M | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 67,576 | $3.10M | 0.26% | −357−0.5% | Reduced |
| Gabelli Funds LLC | 68,060 | $3.12M | 0.02% | +5,060+8.0% | Added |
| Sargent Investment Group, LLC | 68,830 | $3.16M | 0.80% | −21,100−23.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 69,199 | $3.17M | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 69,526 | $3.19M | 0.10% | −1,286−1.8% | Reduced |
| Tredje AP-fonden | 69,660 | $3.19M | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 69,727 | $3.20M | 0.06% | −1,863−2.6% | Reduced |
| Twin Tree Management, LP | 70,443 | $3.23M | 0.06% | +70,443 | New |
| Hohimer Wealth Management, LLC | 70,825 | $3.25M | 0.64% | +2,388+3.5% | Added |
| Captrust Financial Advisors | 71,074 | $3.26M | 0.02% | +2,908+4.3% | Added |
| Mercer Global Advisors Inc | 73,522 | $3.37M | 0.02% | +6,070+9.0% | Added |
| Clearbridge Investments, LLC | 76,807 | $3.52M | 0.00% | −1,462−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,914 | $3.57M | 0.01% | +16,851+27.6% | Added |
| Eqis Capital Management, Inc. | 78,352 | $3.59M | 0.32% | +26,166+50.1% | Added |
| Norinchukin Bank, The | 79,187 | $3.63M | 0.05% | +5,204+7.0% | Added |
| Point72 Hong Kong Ltd | 79,334 | $3.64M | 0.33% | +59,552+301.0% | Added |
| Squarepoint Ops LLC | 79,671 | $3.65M | 0.03% | −161,604−67.0% | Reduced |
| Federated Hermes, Inc. | 79,766 | $3.66M | 0.01% | −412,486−83.8% | Reduced |
| Hartford Investment Management Co | 80,847 | $3.71M | 0.10% | −7,226−8.2% | Reduced |
| Crossmark Global Holdings, Inc. | 82,359 | $3.78M | 0.08% | +34,974+73.8% | Added |
| Northwest Investment Counselors, LLC | 82,560 | $3.79M | 1.00% | +3,012+3.8% | Added |
| Ingalls & Snyder LLC | 83,349 | $3.82M | 0.17% | −832−1.0% | Reduced |
| Trexquant Investment LP | 85,850 | $3.94M | 0.18% | +85,850 | New |
| Family Capital Trust Co | 86,257 | $3.96M | 1.28% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 86,823 | $3.98M | 0.04% | +3,238+3.9% | Added |
| Farmers & Merchants Investments Inc | 87,147 | $4.00M | 0.15% | −672−0.8% | Reduced |
| Huntington National Bank | 87,641 | $4.02M | 0.04% | −2,348−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 87,667 | $4.02M | 0.06% | +62,137+243.4% | Added |
| Westpac Banking Corp | 89,010 | $4.08M | 0.05% | −1,037−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 89,103 | $4.09M | 0.22% | −10,754−10.8% | Reduced |
| Lincoln Capital LLC | 89,651 | $4.11M | 0.96% | +89,651 | New |
| Putnam Investments LLC | 90,708 | $4.16M | 0.01% | +90,708 | New |
| Nissay Asset Management Corp | 91,104 | $4.18M | 0.04% | +2,056+2.3% | Added |
| Kessler Investment Group, LLC | 94,434 | $4.33M | 2.51% | +5,305+6.0% | Added |
| Employees Retirement System of Texas | 95,000 | $4.36M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 95,329 | $4.37M | 0.05% | −901−0.9% | Reduced |
| Wesleyan Assurance Society | 96,200 | $4.41M | 0.54% | −5,300−5.2% | Reduced |
| CapWealth Advisors, LLC | 97,711 | $4.48M | 0.46% | +1,433+1.5% | Added |
| Regions Financial Corp | 98,263 | $4.51M | 0.04% | +723+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 99,959 | $4.58M | 0.17% | −4,445−4.3% | Reduced |