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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2,062 | $95.0K | 0.05% | +484+30.7% | Added |
| TD Ameritrade Investment Management, LLC | 2,080 | $95.0K | 0.00% | +532+34.4% | Added |
| Massmutual Trust Co FSB | 2,095 | $96.0K | 0.00% | −8−0.4% | Reduced |
| Vectors Research Management, LLC | 2,099 | $96.0K | 0.02% | −10.0% | Reduced |
| Ulland Investment Advisors, LLC | 2,099 | $96.0K | 0.07% | +60+2.9% | Added |
| Koshinski Asset Management, Inc. | 2,111 | $96.8K | 0.01% | −969−31.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,110 | $97.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,113 | $97.0K | 0.01% | +289+15.8% | Added |
| Duncker Streett & Co Inc | 2,156 | $99.0K | 0.02% | −58−2.6% | Reduced |
| Crewe Advisors LLC | 2,169 | $99.0K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,150 | $99.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 2,150 | $99.0K | 0.01% | +200+10.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,180 | $100.0K | 0.05% | −100−4.4% | Reduced |
| Paladin Advisory Group, LLC | 2,183 | $100.0K | 0.08% | +2,183 | New |
| Zions Bancorporation, N.A. | 2,198 | $101.0K | 0.01% | −111−4.8% | Reduced |
| Clean Yield Group | 2,259 | $104.0K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,286 | $105.0K | 0.01% | −12,014−84.0% | Reduced |
| NVWM, LLC | 2,348 | $107.0K | 0.03% | −33−1.4% | Reduced |
| Gables Capital Management Inc. | 2,350 | $108.0K | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 2,320 | $108.0K | 0.10% | 00.0% | Unchanged |
| Seeyond | 2,392 | $109.0K | 0.01% | −48−2.0% | Reduced |
| Hudock, Inc. | 2,411 | $110.0K | 0.03% | −9−0.4% | Reduced |
| Raffa Wealth Management, LLC | 2,407 | $110.4K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,437 | $111.8K | 0.04% | +10+0.4% | Added |
| Clear Perspectives Financial Planning, LLC | 2,442 | $112.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,463 | $113.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,485 | $114.0K | 0.08% | −359−12.6% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $116.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $116.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,555 | $117.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,548 | $117.0K | 0.02% | +611+31.5% | Added |
| Oakworth Capital, Inc. | 2,631 | $120.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,600 | $120.0K | 0.06% | −22−0.8% | Reduced |
| Ironwood Wealth Management, LLC. | 2,631 | $121.0K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,629 | $121.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,684 | $123.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,748 | $125.0K | 0.02% | −577−17.4% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $125.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,759 | $127.0K | 0.09% | −71−2.5% | Reduced |
| Parkside Financial Bank & Trust | 2,826 | $129.0K | 0.03% | −34−1.2% | Reduced |
| Brewin Dolphin Ltd | 2,874 | $132.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,905 | $133.0K | 0.25% | −4,218−59.2% | Reduced |
| State of Wyoming | 2,928 | $134.0K | 0.07% | +1,634+126.3% | Added |
| TD Private Client Wealth LLC | 2,959 | $135.7K | 0.01% | +108+3.8% | Added |
| Ellevest, Inc. | 3,012 | $138.0K | 0.01% | −5,027−62.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,005 | $138.0K | 0.00% | −284−8.6% | Reduced |
| Mascoma Wealth Management LLC | 3,094 | $142.0K | 0.05% | +134+4.5% | Added |
| Quent Capital, LLC | 3,166 | $145.0K | 0.03% | −6,363−66.8% | Reduced |
| First Horizon Advisors, Inc. | 3,144 | $145.0K | 0.01% | −5,258−62.6% | Reduced |
| Bank of New Hampshire | 3,372 | $155.0K | 0.04% | +3,372 | New |
| Sun Life Financial INC | 3,425 | $157.0K | 0.01% | −114−3.2% | Reduced |
| Leonteq Securities AG | 3,574 | $163.9K | 0.01% | +1,323+58.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,640 | $167.0K | 0.11% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3,691 | $169.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,751 | $171.0K | 0.01% | −1,778−32.2% | Reduced |
| Smithfield Trust Co | 3,899 | $177.0K | 0.01% | −228−5.5% | Reduced |
| Monetary Management Group Inc | 3,925 | $180.0K | 0.05% | −1,700−30.2% | Reduced |
| Centaurus Financial, Inc. | 3,917 | $180.0K | 0.01% | −189−4.6% | Reduced |
| Harbor Investment Advisory, LLC | 4,042 | $185.0K | 0.02% | −51−1.2% | Reduced |
| Glassman Wealth Services | 4,034 | $185.0K | 0.03% | −10.0% | Reduced |
| Manchester Capital Management LLC | 4,067 | $187.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,142 | $190.0K | 0.01% | −94−2.2% | Reduced |
| Commons Capital, LLC | 4,258 | $195.0K | 0.21% | +23+0.5% | Added |
| TCWP LLC | 4,315 | $197.0K | 0.04% | −361−7.7% | Reduced |
| Grandfield & Dodd, LLC | 4,375 | $200.0K | 0.01% | −10−0.2% | Reduced |
| Independent Wealth Network Inc. | 4,364 | $200.0K | 0.13% | +240+5.8% | Added |
| Verition Fund Management LLC | 4,398 | $202.0K | 0.00% | −865−16.4% | Reduced |
| Hilltop Holdings Inc. | 4,379 | $202.0K | 0.02% | −200−4.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $202.0K | 0.14% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,413 | $202.0K | 0.01% | +145+3.4% | Added |
| Laurel Wealth Advisors, Inc. | 4,396 | $202.0K | 0.02% | +190+4.5% | Added |
| Notis-McConarty Edward | 4,415 | $203.0K | 0.07% | −760−14.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,434 | $203.0K | 0.05% | −179−3.9% | Reduced |
| Grove Bank & Trust | 4,462 | $204.0K | 0.04% | +69+1.6% | Added |
| Charter Oak Capital Management, LLC | 4,443 | $204.0K | 0.02% | +71+1.6% | Added |
| Intrua Financial, LLC | 4,442 | $204.0K | 0.04% | +4,442 | New |
| MPS Loria Financial Planners, LLC | 4,499 | $206.0K | 0.09% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,505 | $207.0K | 0.00% | −5,605−55.4% | Reduced |
| First Financial Bank - Trust Division | 4,508 | $207.0K | 0.02% | −460−9.3% | Reduced |
| Zeke Capital Advisors, LLC | 4,504 | $207.0K | 0.01% | +4,504 | New |
| WBH Advisory Inc | 5,270 | $208.0K | 0.03% | −1,190−18.4% | Reduced |
| Brighton Jones LLC | 4,539 | $208.0K | 0.01% | −319−6.6% | Reduced |
| Radnor Capital Management, LLC | 4,532 | $208.0K | 0.05% | −75−1.6% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $208.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $209.0K | 0.09% | −218−4.6% | Reduced |
| Change Path, LLC | 4,565 | $209.0K | 0.01% | −41−0.9% | Reduced |
| Naples Global Advisors, LLC | 4,576 | $210.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,579 | $210.0K | 0.03% | +4,579 | New |
| Acropolis Investment Management, LLC | 4,603 | $211.0K | 0.02% | +155+3.5% | Added |
| Sheets Smith Wealth Management | 4,618 | $212.0K | 0.03% | −20−0.4% | Reduced |
| Minot Wealth Management LLC | 4,614 | $212.0K | 0.05% | −3−0.1% | Reduced |
| Montis Financial, LLC | 4,637 | $213.0K | 0.17% | −223−4.6% | Reduced |
| GSB Wealth Management, LLC | 4,634 | $213.0K | 0.06% | −140−2.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,659 | $214.0K | 0.04% | −2,812−37.6% | Reduced |
| First Bank & Trust | 4,661 | $214.0K | 0.07% | −246−5.0% | Reduced |
| Atlas Private Wealth Management | 4,667 | $214.0K | 0.12% | +167+3.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,669 | $214.0K | 0.06% | +377+8.8% | Added |
| Personal Capital Advisors Corp | 4,689 | $215.0K | 0.00% | −1,284−21.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,695 | $215.0K | 0.07% | −48−1.0% | Reduced |
| Founders Capital Management, LLC | 4,696 | $215.0K | 0.05% | 00.0% | Unchanged |