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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 4,712 | $216.0K | 0.02% | −697−12.9% | Reduced |
| Becker Capital Management Inc | 4,710 | $216.0K | 0.01% | −238−4.8% | Reduced |
| Lafayette Investments, Inc. | 4,700 | $216.0K | 0.05% | −100−2.1% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $216.0K | 0.18% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,725 | $217.0K | 0.01% | +4,725 | New |
| First Financial Corp | 4,748 | $218.0K | 0.13% | −175−3.6% | Reduced |
| Formidable Asset Management, LLC | 4,745 | $218.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,773 | $218.0K | 0.02% | +891+23.0% | Added |
| Congress Asset Management Co | 4,765 | $219.0K | 0.00% | +165+3.6% | Added |
| First Command Bank | 4,822 | $221.0K | 0.03% | −545−10.2% | Reduced |
| First Command Financial Services, Inc. | 4,822 | $221.0K | 0.03% | +100+2.1% | Added |
| Cypress Capital Group | 4,755 | $221.0K | 0.03% | +4,755 | New |
| Pinnacle Financial Partners Inc | 4,846 | $222.0K | 0.01% | −275−5.4% | Reduced |
| Barrett Asset Management, LLC | 4,849 | $222.0K | 0.01% | −13−0.3% | Reduced |
| Valmark Advisers, Inc. | 4,835 | $222.0K | 0.00% | 00.0% | Unchanged |
| United Bank | 4,869 | $223.0K | 0.03% | −3,638−42.8% | Reduced |
| Regal Wealth Group, Inc. | 5,251 | $223.0K | 0.14% | +11+0.2% | Added |
| Sciencast Management LP | 5,102 | $223.0K | 0.05% | +5,102 | New |
| Strategic Advisors LLC | 4,904 | $224.0K | 0.04% | +13+0.3% | Added |
| IFG Advisory, LLC | 4,896 | $224.0K | 0.02% | +120+2.5% | Added |
| JBF Capital, Inc. | 4,900 | $225.0K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,915 | $225.0K | 0.05% | +29+0.6% | Added |
| Spinnaker Trust | 4,958 | $227.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,946 | $227.0K | 0.11% | +10.0% | Added |
| Endowment Wealth Management, Inc. | 4,959 | $227.0K | 0.24% | +577+13.2% | Added |
| Pittenger & Anderson Inc | 4,954 | $227.0K | 0.01% | +770+18.4% | Added |
| Brookstone Capital Management | 5,398 | $229.0K | 0.00% | −674−11.1% | Reduced |
| Apollon Wealth Management, LLC | 4,985 | $229.0K | 0.02% | +349+7.5% | Added |
| Trustcore Financial Services, LLC | 5,003 | $229.0K | 0.02% | +2,162+76.1% | Added |
| Nichols & Pratt Advisers LLP | 5,010 | $230.0K | 0.02% | −1,050−17.3% | Reduced |
| TFC Financial Management | 5,030 | $231.0K | 0.07% | +827+19.7% | Added |
| BDO Wealth Advisors, LLC | 5,059 | $232.0K | 0.02% | −325−6.0% | Reduced |
| Tennessee Valley Asset Management Partners | 5,050 | $232.0K | 0.08% | +11+0.2% | Added |
| Aveo Capital Partners, LLC | 5,108 | $234.0K | 0.04% | +79+1.6% | Added |
| Cobblestone Capital Advisors LLC | 5,130 | $235.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,138 | $236.0K | 0.03% | +5,138 | New |
| CPWM, LLC | 5,197 | $238.0K | 0.02% | −1,994−27.7% | Reduced |
| LGT Group Foundation | 5,171 | $238.0K | 0.01% | +171+3.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,210 | $239.0K | 0.02% | −409−7.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,209 | $239.0K | 0.00% | −91−1.7% | Reduced |
| RSM US Wealth Management LLC | 5,213 | $239.0K | 0.01% | +500+10.6% | Added |
| Jones Financial Companies LLLP | 5,228 | $240.0K | 0.00% | −1,816−25.8% | Reduced |
| Mirova | 5,245 | $240.0K | 0.03% | −4−0.1% | Reduced |
| Natixis Investment Managers International | 5,245 | $240.0K | 0.00% | +5,245 | New |
| Rafferty Asset Management, LLC | 5,274 | $242.0K | 0.00% | −3,498−39.9% | Reduced |
| CX Institutional | 5,281 | $242.0K | 0.02% | +306+6.2% | Added |
| Great Lakes Advisors, LLC | 5,313 | $244.0K | 0.00% | −240−4.3% | Reduced |
| Coldstream Capital Management Inc | 5,364 | $246.0K | 0.01% | −654−10.9% | Reduced |
| Aevitas Wealth Management, Inc. | 5,399 | $248.0K | 0.15% | −218−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,405 | $248.0K | 0.01% | +3+0.1% | Added |
| Proficio Capital Partners LLC | 5,431 | $248.0K | 0.04% | +1,492+37.9% | Added |
| Adirondack Trust Co | 5,433 | $249.0K | 0.12% | −970−15.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,652 | $249.0K | 0.02% | +6,652 | New |
| Weil Company, Inc. | 5,459 | $250.0K | 0.13% | +5,459 | New |
| Basepoint Wealth LLC | 5,469 | $250.8K | 0.23% | −360−6.2% | Reduced |
| SignalPoint Asset Management, LLC | 5,481 | $251.0K | 0.08% | −304−5.3% | Reduced |
| Avestar Capital, LLC | 5,477 | $251.0K | 0.05% | +696+14.6% | Added |
| Associated Banc-Corp | 5,493 | $252.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,484 | $252.0K | 0.05% | +1,440+35.6% | Added |
| Gamble Jones Investment Counsel | 5,513 | $253.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,514 | $253.0K | 0.06% | +5,514 | New |
| Mairs & Power Inc | 5,571 | $256.0K | 0.00% | +310+5.9% | Added |
| Northeast Investment Management | 5,613 | $257.0K | 0.01% | −714−11.3% | Reduced |
| Davidson Trust Co | 5,596 | $257.0K | 0.19% | −100−1.8% | Reduced |
| Leavell Investment Management, Inc. | 5,599 | $257.0K | 0.02% | −50−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 5,625 | $258.0K | 0.03% | −1,876−25.0% | Reduced |
| Surevest, LLC | 5,634 | $258.0K | 0.06% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,630 | $258.0K | 0.20% | +220+4.1% | Added |
| Founders Financial Alliance, LLC | 5,636 | $259.0K | 0.12% | −253−4.3% | Reduced |
| Northwest Bancshares, Inc. | 5,651 | $259.0K | 0.05% | −82−1.4% | Reduced |
| Thomasville National Bank | 5,641 | $259.0K | 0.03% | +127+2.3% | Added |
| Cullen Capital Management LLC | 5,673 | $260.0K | 0.00% | 00.0% | Unchanged |
| MEMBERS Trust Co | 5,690 | $261.0K | 0.01% | −225−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,695 | $261.0K | 0.03% | −175−3.0% | Reduced |
| West Oak Capital, LLC | 5,695 | $261.0K | 0.12% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,689 | $261.0K | 0.12% | +610+12.0% | Added |
| Enlightenment Research, LLC | 5,700 | $261.0K | 0.35% | +5,700 | New |
| Soltis Investment Advisors LLC | 5,761 | $264.0K | 0.04% | −94−1.6% | Reduced |
| Kalos Management, Inc. | 5,762 | $264.0K | 0.18% | +5,762 | New |
| Tiedemann Advisors, LLC | 5,829 | $267.0K | 0.01% | +113+2.0% | Added |
| Proffitt & Goodson Inc | 5,899 | $271.0K | 0.05% | +583+11.0% | Added |
| Arrow Financial Corp | 5,947 | $273.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,964 | $274.0K | 0.03% | +10.0% | Added |
| Systematic Financial Management LP | 6,000 | $275.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $275.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $275.0K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 5,996 | $275.0K | 0.02% | +1,596+36.3% | Added |
| Bailard, Inc. | 6,033 | $277.0K | 0.01% | −80−1.3% | Reduced |
| Cambridge Advisors Inc. | 6,075 | $279.0K | 0.07% | −74−1.2% | Reduced |
| LVW Advisors, LLC | 6,076 | $279.0K | 0.05% | +59+1.0% | Added |
| 9258 Wealth Management, LLC | 6,100 | $280.0K | 0.06% | −44−0.7% | Reduced |
| Hancock Whitney Corp | 6,123 | $281.0K | 0.01% | −78−1.3% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $281.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,122 | $281.0K | 0.62% | +6,122 | New |
| Center For Asset Management LLC | 6,145 | $282.0K | 0.22% | +6,145 | New |
| Anchor Investment Management, LLC | 6,160 | $282.6K | 0.04% | −400−6.1% | Reduced |
| Sawtooth Solutions, LLC | 6,159 | $283.0K | 0.03% | −5,395−46.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $283.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,159 | $283.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,191 | $283.0K | 0.01% | +90+1.5% | Added |