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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.

Institutional holdersQ1 2022: 1,264 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2022: $33.9B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$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
InstitutionSharesValue% of portfolioChange in sharesAction
Xponance, Inc.100,694$4.62M0.08%+1,281+1.3%Added
Engineers Gate Manager LP103,294$4.74M0.19%−72,902−41.4%Reduced
Public Employees Retirement Association of Colorado103,824$4.76M0.02%−8,658−7.7%Reduced
Davenport & Co LLC104,647$4.80M0.03%−9,118−8.0%Reduced
ING Groep NV106,307$4.88M0.05%−6,798−6.0%Reduced
Evoke Wealth, LLC106,412$4.88M0.16%−1,254−1.2%Reduced
Bahl & Gaynor Inc107,136$4.91M0.04%−2,153−2.0%Reduced
Synovus Financial Corp107,222$4.92M0.05%−17,490−14.0%Reduced
HM Payson & Co108,900$5.00M0.11%−1,997−1.8%Reduced
Ossiam109,491$5.02M0.13%+109,491New
GPM Growth Investors, Inc.109,711$5.03M2.77%−213−0.2%Reduced
Bradley Foster & Sargent Inc109,748$5.03M0.11%−33,468−23.4%Reduced
Texas Permanent School Fund110,967$5.09M0.07%−8,559−7.2%Reduced
Telos Capital Management, Inc.111,992$5.14M0.67%−2,454−2.1%Reduced
Mutual of America Capital Management LLC114,399$5.25M0.06%−201−0.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys114,470$5.25M0.05%+5,698+5.2%Added
Close Asset Management Ltd97,679$5.30M0.19%00.0%Unchanged
Man Group plc117,726$5.40M0.02%−34,636−22.7%Reduced
Gamco Investors, Inc. Et Al117,789$5.40M0.05%−3,403−2.8%Reduced
Capital Management Corp117,961$5.41M1.16%+10,602+9.9%Added
Public Sector Pension Investment Board120,045$5.51M0.03%−539,560−81.8%Reduced
Mackay Shields LLC122,696$5.63M0.05%−6,459−5.0%Reduced
Tower Research Capital LLC (TRC)124,232$5.70M0.05%+55,073+79.6%Added
Natixis Advisors, L.P.125,352$5.75M0.02%+21,522+20.7%Added
D.A. Davidson & Co.126,025$5.78M0.06%−707−0.6%Reduced
Martin Investment Management, LLC126,042$5.78M1.46%+8,161+6.9%Added
Allspring Global Investments Holdings, LLC127,062$5.83M0.01%+5,409+4.4%Added
British Columbia Investment Management Corp127,098$5.83M0.04%−17,726−12.2%Reduced
Calamos Wealth Management LLC128,531$5.90M0.44%−7,438−5.5%Reduced
CIBC Asset Management Inc128,668$5.90M0.02%−8,557−6.2%Reduced
Cambridge Investment Research Advisors, Inc.130,147$5.97M0.03%−17,763−12.0%Reduced
Tufton Capital Management130,187$5.97M0.97%+13,047+11.1%Added
Swiss Life Asset Management Ltd131,342$6.02M0.08%−22,276−14.5%Reduced
Fiduciary Trust Co131,412$6.03M0.11%−4,602−3.4%Reduced
Gulf International Bank (UK) Ltd132,036$6.06M0.09%00.0%Unchanged
Wilson Asset Management (International) Pty Ltd132,868$6.09M1.52%+132,868New
Yousif Capital Management, LLC135,856$6.23M0.07%+700+0.5%Added
Janney Montgomery Scott LLC138,109$6.33M0.03%−7,841−5.4%Reduced
Schroder Investment Management Group135,630$6.45M0.01%+74,490+121.8%Added
Kanawha Capital Management LLC142,973$6.56M0.58%−572−0.4%Reduced
Punch & Associates Investment Management, Inc.143,798$6.60M0.37%+4,170+3.0%Added
Windward Capital Management Co146,102$6.70M0.60%−508−0.3%Reduced
M. Kraus & Co148,772$6.82M2.30%+300+0.2%Added
IFM Investors Pty Ltd149,317$6.85M0.11%+41,022+37.9%Added
Socorro Asset Management LP149,580$6.86M1.91%+2,993+2.0%Added
MML Investors Services, LLC150,934$6.92M0.05%+5,857+4.0%Added
Caisse de Depot Et Placement du Quebec151,600$6.95M0.02%−123,900−45.0%Reduced
Cubist Systematic Strategies, LLC152,513$7.00M0.06%+102,623+205.7%Added
Private Advisor Group, LLC152,674$7.00M0.05%+5,142+3.5%Added
Utah Retirement Systems152,704$7.00M0.09%−5,000−3.2%Reduced
Philadelphia Trust Co154,814$7.10M0.56%−266,420−63.2%Reduced
Steward Partners Investment Advisory, LLC154,806$7.10M0.11%+8,718+6.0%Added
Neuberger Berman Group LLC156,302$7.17M0.01%+3,957+2.6%Added
Comerica Securities,inc.157,393$7.22M0.48%+9,121+6.2%Added
CIBC Private Wealth Group, LLC158,303$7.26M0.02%+3,383+2.2%Added
Oregon Public Employees Retirement Fund158,447$7.27M0.07%−3,726−2.3%Reduced
Meyer Handelman Co158,825$7.29M0.28%+200+0.1%Added
Bank of Nova Scotia159,289$7.31M0.01%−256,815−61.7%Reduced
Illinois Municipal Retirement Fund159,677$7.32M0.22%+81,122+103.3%Added
Olstein Capital Management, L.P.162,000$7.43M0.93%+28,000+20.9%Added
TRH Financial, LLC162,147$7.44M2.18%+45,944+39.5%Added
Credit Agricole S A163,595$7.50M0.23%−6,640−3.9%Reduced
ProShare Advisors LLC164,962$7.57M0.02%−6,153−3.6%Reduced
Fayez Sarofim & Co165,207$7.58M0.02%−4,909−2.9%Reduced
Mariner, LLC165,596$7.59M0.03%+20,770+14.3%Added
Cutler Investment Counsel LLC165,902$7.61M1.05%+3,865+2.4%Added
Churchill Management Corp167,508$7.68M0.14%+326+0.2%Added
Twinbeech Capital LP168,580$7.73M0.34%−168,904−50.0%Reduced
DekaBank Deutsche Girozentrale164,619$7.78M0.02%−939,490−85.1%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund174,389$8.00M0.08%−47,400−21.4%Reduced
Raymond James Financial Services Advisors, Inc.175,184$8.04M0.02%−22,912−11.6%Reduced
NN Investment Partners Holdings N.V.176,008$8.07M0.04%−19,799−10.1%Reduced
Allianz Asset Management GmbH177,830$8.16M0.01%−106,386−37.4%Reduced
Forsta Ap-Fonden179,600$8.24M0.09%−49,000−21.4%Reduced
Commerce Bank183,514$8.42M0.06%−5,759−3.0%Reduced
Qube Research & Technologies Ltd187,027$8.58M0.08%+99,846+114.5%Added
Teacher Retirement System of Texas189,661$8.70M0.04%−23,498−11.0%Reduced
Peapack Gladstone Financial Corp192,969$8.86M0.17%+317+0.2%Added
State of Alaska, Department of Revenue203,385$9.33M0.10%−11,790−5.5%Reduced
State of Tennessee, Treasury Department207,296$9.51M0.04%−21,808−9.5%Reduced
USS Investment Management Ltd213,121$9.78M0.08%+30,754+16.9%Added
State of Michigan Retirement System215,825$9.90M0.06%−2,318−1.1%Reduced
Keybank National Association217,353$9.97M0.04%−22,208−9.3%Reduced
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)222,000$10.2M0.37%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)222,137$10.2M0.06%−5,820−2.6%Reduced
DnB Asset Management AS222,583$10.2M0.06%+22,933+11.5%Added
Amalgamated Bank223,166$10.2M0.08%−3,960−1.7%Reduced
Amalgamated Financial Corp.223,166$10.2M0.08%+223,166New
Handelsbanken Fonder AB223,415$10.2M0.06%−16,890−7.0%Reduced
Oppenheimer & Co Inc226,124$10.4M0.19%−61,783−21.5%Reduced
Arizona State Retirement System229,160$10.5M0.08%+4,729+2.1%Added
Truist Financial Corp230,222$10.6M0.02%−20,395−8.1%Reduced
Robeco Institutional Asset Management B.V.230,652$10.6M0.02%+16,146+7.5%Added
SEI Investments Co232,909$10.7M0.02%−8,252−3.4%Reduced
Nisa Investment Advisors, LLC233,077$10.7M0.08%−16,110−6.5%Reduced
Franklin Resources Inc233,434$10.7M0.00%−3,421−1.4%Reduced
Markel Group Inc.SuperinvestorMarkel Group235,000$10.8M0.13%00.0%Unchanged
American International Group, Inc.248,642$11.4M0.06%−10,758−4.1%Reduced
LPL Financial LLC250,015$11.5M0.01%−238,209−48.8%Reduced
Scopus Asset Management, L.P.250,000$11.5M0.43%−90,386−26.6%Reduced