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 |
|---|---|---|---|---|---|
| West Bancorporation Inc | 460 | $21.0K | 0.01% | +460 | New |
| West Branch Capital LLC | 490 | $22.0K | 0.01% | −319−39.4% | Reduced |
| Financial Management Professionals, Inc. | 488 | $22.0K | 0.00% | +303+163.8% | Added |
| Front Row Advisors LLC | 508 | $23.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 497 | $23.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 518 | $23.7K | 0.01% | +2+0.4% | Added |
| CNB Bank | 529 | $24.0K | 0.01% | −44−7.7% | Reduced |
| Fred Alger Management, LLC | 515 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 553 | $25.0K | 0.02% | +303+121.2% | Added |
| Selective Wealth Management, Inc. | 568 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 581 | $26.6K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 601 | $28.0K | 0.01% | +105+21.2% | Added |
| San Luis Wealth Advisors LLC | 510 | $28.0K | 0.01% | +510 | New |
| Prestige Wealth Management Group LLC | 649 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 650 | $30.0K | 0.01% | −500−43.5% | Reduced |
| First National Bank of South Miami | 660 | $30.0K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 650 | $30.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 663 | $30.0K | 0.01% | +663 | New |
| Laffer Tengler Investments | 670 | $30.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 679 | $31.0K | 0.01% | −775−53.3% | Reduced |
| BerganKDV Wealth Management, LLC | 683 | $31.0K | 0.00% | −500−42.3% | Reduced |
| Valley National Advisers Inc | 677 | $31.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 667 | $31.0K | 0.01% | +10+1.5% | Added |
| Sierra Capital LLC | 665 | $31.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 696 | $31.0K | 0.01% | −23−3.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 695 | $32.0K | 0.01% | +21+3.1% | Added |
| SOA Wealth Advisors, LLC. | 706 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $33.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 750 | $34.0K | 0.00% | −334−30.8% | Reduced |
| Antonetti Capital Management LLC | 748 | $34.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $34.0K | 0.02% | 00.0% | Unchanged |
| Motco | 732 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 742 | $34.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 764 | $35.0K | 0.01% | −15,502−95.3% | Reduced |
| JNBA Financial Advisors | 792 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $37.0K | 0.01% | −120−13.0% | Reduced |
| Gradient Investments LLC | 813 | $37.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 832 | $38.0K | 0.03% | +1+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 859 | $39.0K | 0.01% | −181−17.4% | Reduced |
| Pflug Koory, LLC | 848 | $39.0K | 0.02% | −107−11.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 852 | $39.0K | 0.02% | −37−4.2% | Reduced |
| Old Second National Bank of Aurora | 850 | $39.0K | 0.01% | +50+6.3% | Added |
| Cyrus J. Lawrence, LLC | 904 | $41.0K | 0.01% | +904 | New |
| Financial Perspectives, Inc | 898 | $41.2K | 0.02% | +536+148.1% | Added |
| Bray Capital Advisors | 925 | $42.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 924 | $42.0K | 0.00% | +924 | New |
| Tompkins Financial Corp | 967 | $44.0K | 0.01% | −451−31.8% | Reduced |
| Gemmer Asset Management LLC | 977 | $44.0K | 0.01% | −80−7.6% | Reduced |
| Norwood Financial Corp | 940 | $44.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 988 | $45.0K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,000 | $45.9K | 0.04% | +1,000 | New |
| Missouri Trust & Investment Co | 1,007 | $46.0K | 0.03% | −32−3.1% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,080 | $50.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,087 | $50.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,085 | $50.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,163 | $53.0K | 0.02% | −59−4.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,154 | $53.0K | 0.02% | +208+22.0% | Added |
| Key Financial Inc | 1,226 | $56.0K | 0.03% | −90−6.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,237 | $57.0K | 0.01% | −578−31.8% | Reduced |
| IndexIQ Advisors LLC | 1,231 | $57.0K | 0.00% | +1,231 | New |
| Sageworth Trust Co | 1,267 | $58.0K | 0.00% | −1,274−50.1% | Reduced |
| Sargent Bickham Lagudis LLC | 1,324 | $60.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,300 | $60.0K | 0.01% | +1,300 | New |
| American Research & Management Co. | 1,325 | $61.0K | 0.01% | −25−1.9% | Reduced |
| 1832 Asset Management L.P. | 1,380 | $62.0K | 0.00% | +1,380 | New |
| Beacon Capital Management, LLC | 1,368 | $63.0K | 0.01% | +1,368 | New |
| Bellevue Asset Management, LLC | 1,432 | $66.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,477 | $68.0K | 0.02% | +225+18.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,494 | $69.0K | 0.02% | −960−39.1% | Reduced |
| Freedman Financial Associates, Inc. | 1,530 | $69.0K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,502 | $69.0K | 0.06% | +176+13.3% | Added |
| TCI Wealth Advisors, Inc. | 1,529 | $70.0K | 0.01% | −281−15.5% | Reduced |
| First Community Trust NA | 1,612 | $74.0K | 0.07% | +15+0.9% | Added |
| Stonebridge Capital Advisors LLC | 1,655 | $76.0K | 0.01% | −50−2.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $76.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 1,660 | $76.0K | 0.01% | +1,660 | New |
| Acima Private Wealth, LLC | 1,669 | $77.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,715 | $79.0K | 0.03% | +3+0.2% | Added |
| Concord Wealth Partners | 1,750 | $80.0K | 0.02% | −115−6.2% | Reduced |
| Capital Analysts, LLC | 1,756 | $81.0K | 0.01% | −4,610−72.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,765 | $81.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,798 | $82.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,809 | $83.0K | 0.01% | +71+4.1% | Added |
| Howe & Rusling Inc | 1,835 | $84.0K | 0.01% | −250−12.0% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,882 | $86.3K | 0.06% | +1,882 | New |
| Carolinas Wealth Consulting LLC | 1,896 | $87.0K | 0.02% | +1+0.1% | Added |
| Citizens National Bank Trust Department | 2,300 | $88.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,324 | $88.0K | 0.01% | +2,324 | New |
| Horan Securities, Inc. | 1,933 | $89.0K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,965 | $90.0K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,967 | $90.3K | 0.03% | +1,967 | New |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $91.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,985 | $91.0K | 0.07% | +1,985 | New |
| EverSource Wealth Advisors, LLC | 2,004 | $92.0K | 0.02% | +1,493+292.2% | Added |
| Fortis Advisors, LLC | 2,050 | $94.0K | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,050 | $94.0K | 0.05% | 00.0% | Unchanged |