Skip to main content

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
Seelaus Asset Management LLC0$00.00%−9,590−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−9,128−100.0%Sold out
NorthRock Partners, LLC0$00.00%−8,899−100.0%Sold out
Guardian Wealth Advisors, LLC0$00.00%−8,582−100.0%Sold out
Alps Advisors Inc0$00.00%−6,745−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−6,275−100.0%Sold out
Engine No. 1 LLC0$00.00%−5,929−100.0%Sold out
First Quadrant L P0$00.00%−5,841−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−5,707−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,700−100.0%Sold out
MBB Public Markets I LLC0$00.00%−5,663−100.0%Sold out
Kerntke Otto McGlone Wealth Management Group0$00.00%−5,531−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−5,489−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−5,276−100.0%Sold out
WMS Partners, LLC0$00.00%−5,191−100.0%Sold out
Henshaw Capital LLC0$00.00%−5,194−100.0%Sold out
Menard Financial Group LLC0$00.00%−5,117−100.0%Sold out
Private Advisory Group LLC0$00.00%−5,057−100.0%Sold out
HighTower Trust Services, LTA0$00.00%−4,990−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−4,964−100.0%Sold out
Zacks Investment Management0$00.00%−4,835−100.0%Sold out
Telemus Capital, LLC0$00.00%−4,748−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−4,713−100.0%Sold out
Cutler Group LP0$00.00%−4,605−100.0%Sold out
Baxter Bros Inc0$00.00%−4,558−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−4,472−100.0%Sold out
Todd Asset Management LLC0$00.00%−4,377−100.0%Sold out
Whalerock Point Partners, LLC0$00.00%−4,358−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−4,352−100.0%Sold out
Rodgers Brothers Inc.0$00.00%−4,321−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−4,342−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−4,270−100.0%Sold out
Peddock Capital Advisors, LLC0$00.00%−4,280−100.0%Sold out
Wealthsource Partners, LLC0$00.00%−4,283−100.0%Sold out
ProVise Management Group, LLC0$00.00%−4,266−100.0%Sold out
Equitable Trust Co0$00.00%−4,232−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−4,238−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−4,225−100.0%Sold out
US Financial Advisors, LLC0$00.00%−4,228−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−4,211−100.0%Sold out
Matthew Goff Investment Advisor, LLC0$00.00%−4,211−100.0%Sold out
Hall Capital Management Co Inc0$00.00%−4,200−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−4,195−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−4,194−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−4,191−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−4,155−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−4,147−100.0%Sold out
Pavion Blue Capital, LLC0$00.00%−4,154−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−4,091−100.0%Sold out
Douglas Lane & Associates, LLC0$00.00%−4,089−100.0%Sold out
Aries Wealth Management0$00.00%−4,080−100.0%Sold out
Redhawk Wealth Advisors, Inc.0$00.00%−4,052−100.0%Sold out
W.G. Shaheen & Associates DBA Whitney & Co0$00.00%−4,052−100.0%Sold out
Madison Wealth Management0$00.00%−4,059−100.0%Sold out
West Family Investments, Inc.0$00.00%−4,033−100.0%Sold out
HCR Wealth Advisors0$00.00%−4,045−100.0%Sold out
Great Diamond Partners, LLC0$00.00%−4,039−100.0%Sold out
Summit Financial Group Inc0$00.00%−4,004−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−3,994−100.0%Sold out
Edge Capital Group, LLC0$00.00%−4,009−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−3,980−100.0%Sold out
BancorpSouth Bank0$00.00%−3,961−100.0%Sold out
Meristem Family Wealth, LLC0$00.00%−3,971−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−3,973−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−3,931−100.0%Sold out
Northeast Financial Consultants Inc0$00.00%−3,901−100.0%Sold out
First Farmers & Merchants Bank / Trust0$00.00%−3,885−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−3,837−100.0%Sold out
Stiles Financial Services Inc0$00.00%−3,829−100.0%Sold out
Northstar Asset Management LLC0$00.00%−3,807−100.0%Sold out
Ritholtz Wealth Management0$00.00%−3,772−100.0%Sold out
Financial Advisors, LLC0$00.00%−3,778−100.0%Sold out
Krilogy Financial LLC0$00.00%−3,765−100.0%Sold out
Brandywine Oak Private Wealth LLC0$00.00%−3,726−100.0%Sold out
Madison Wealth Partners, Inc0$00.00%−3,716−100.0%Sold out
Twelve Points Wealth Management LLC0$00.00%−3,720−100.0%Sold out
Budros, Ruhlin & Roe, Inc.0$00.00%−3,695−100.0%Sold out
KRS Capital Management, LLC0$00.00%−3,387−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−3,310−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−3,184−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−2,812−100.0%Sold out
Chilton Capital Management LLC0$00.00%−2,326−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−2,301−100.0%Sold out
Barnett & Company, Inc.0$00.00%−2,000−100.0%Sold out
Blue Chip Partners, Inc.0$00.00%−1,988−100.0%Sold out
SBK Financial, Inc.0$00.00%−2,000−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,969−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−1,719−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−1,444−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,263−100.0%Sold out
Signet Financial Management, LLC0$00.00%−1,099−100.0%Sold out
Mystic Asset Management, Inc.0$00.00%−1,050−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−947−100.0%Sold out
Ford Financial Group, LLC0$00.00%−888−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−836−100.0%Sold out
Vestor Capital, LLC0$00.00%−800−100.0%Sold out
James Reed Financial Services, Inc.0$00.00%−800−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−640−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−633−100.0%Sold out
TAP Consulting, LLC0$00.00%−612−100.0%Sold out