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 |
|---|---|---|---|---|---|
| First International Bank & Trust | 6,183 | $283.0K | 0.10% | +860+16.2% | Added |
| Allworth Financial LP | 6,200 | $284.0K | 0.00% | +1,633+35.8% | Added |
| Chicago Trust Co NA | 6,230 | $285.0K | 0.06% | −90−1.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 6,243 | $286.0K | 0.05% | +2,265+56.9% | Added |
| Legacy Bridge, LLC | 6,283 | $288.0K | 0.17% | −130−2.0% | Reduced |
| Howland Capital Management LLC | 6,283 | $288.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,262 | $288.0K | 0.04% | +65+1.0% | Added |
| Woodmont Investment Counsel LLC | 6,270 | $288.0K | 0.03% | +233+3.9% | Added |
| Congress Wealth Management LLC | 6,298 | $289.0K | 0.01% | −649−9.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $289.0K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,330 | $289.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 6,363 | $292.0K | 0.01% | −1,233−16.2% | Reduced |
| Institutional & Family Asset Management, LLC | 6,386 | $293.0K | 0.05% | −5−0.1% | Reduced |
| LMCG Investments, LLC | 6,391 | $293.0K | 0.02% | +6,391 | New |
| Asset Dedication, LLC | 6,334 | $294.0K | 0.03% | −86−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,439 | $295.0K | 0.00% | −143−2.2% | Reduced |
| LCM Capital Management Inc | 6,430 | $295.0K | 0.24% | +100+1.6% | Added |
| Conning Inc. | 6,449 | $296.0K | 0.01% | −1,250−16.2% | Reduced |
| Security National Bank | 6,454 | $296.0K | 0.07% | +6,454 | New |
| Forbes J M & Co LLP | 6,532 | $300.0K | 0.04% | +22+0.3% | Added |
| World Equity Group, Inc. | 6,572 | $301.5K | 0.07% | +6,572 | New |
| Avantax Planning Partners, Inc. | 6,609 | $303.0K | 0.01% | −30−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $303.0K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,639 | $305.0K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 6,679 | $306.0K | 0.08% | +13+0.2% | Added |
| Essex Savings Bank | 6,664 | $306.0K | 0.10% | −23−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 6,701 | $307.0K | 0.06% | +820+13.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $308.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 6,751 | $310.0K | 0.00% | +6,751 | New |
| Athena Investment Management | 6,718 | $310.0K | 0.24% | +6,718 | New |
| Fukoku Mutual Life Insurance Co | 6,780 | $311.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,851 | $314.0K | 0.12% | +6,851 | New |
| Altium Wealth Management LLC | 6,870 | $315.0K | 0.02% | −61−0.9% | Reduced |
| First Foundation Advisors | 6,890 | $316.0K | 0.01% | −351−4.8% | Reduced |
| Wintrust Investments LLC | 6,881 | $316.0K | 0.03% | −23−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 6,915 | $317.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,939 | $318.0K | 0.06% | +4+0.1% | Added |
| Sovereign Financial Group, Inc. | 6,933 | $318.0K | 0.12% | +3,212+86.3% | Added |
| Eudaimonia Partners, LLC | 6,953 | $319.0K | 0.05% | +6,953 | New |
| Sentry Investment Management LLC | 6,995 | $321.0K | 0.10% | −1,176−14.4% | Reduced |
| Virtue Capital Management, LLC | 7,017 | $322.0K | 0.05% | −675−8.8% | Reduced |
| Vident Investment Advisory, LLC | 7,049 | $324.0K | 0.01% | −20,016−74.0% | Reduced |
| Ancora Advisors, LLC | 7,064 | $324.0K | 0.01% | −2,713−27.7% | Reduced |
| Forum Financial Management, LP | 7,089 | $325.0K | 0.02% | +910+14.7% | Added |
| Arete Wealth Advisors, LLC | 7,111 | $326.0K | 0.03% | −351−4.7% | Reduced |
| Cypress Capital Management LLC (WY) | 7,110 | $326.0K | 0.39% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,098 | $326.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,106 | $326.0K | 0.20% | +20.0% | Added |
| Kore Private Wealth LLC | 7,112 | $326.0K | 0.04% | +123+1.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $327.0K | 0.10% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,123 | $327.0K | 0.54% | +177+2.5% | Added |
| Cornerstone Wealth Management, LLC | 7,160 | $328.0K | 0.03% | −477−6.2% | Reduced |
| Old National Bancorp | 7,146 | $328.0K | 0.01% | +722+11.2% | Added |
| SRS Capital Advisors, Inc. | 7,172 | $329.0K | 0.04% | +165+2.4% | Added |
| Pinebridge Investments, L.P. | 7,200 | $330.0K | 0.00% | −65,078−90.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,198 | $330.0K | 0.02% | −325−4.3% | Reduced |
| TCTC Holdings, LLC | 7,222 | $331.0K | 0.01% | −2,126−22.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,238 | $332.0K | 0.08% | +7,238 | New |
| Deseret Mutual Benefit Administrators | 7,283 | $334.0K | 0.07% | +2,732+60.0% | Added |
| SeaCrest Wealth Management, LLC | 7,313 | $335.0K | 0.04% | +30.0% | Added |
| Orion Portfolio Solutions, LLC | 7,354 | $337.0K | 0.01% | +123+1.7% | Added |
| Quadrant Capital Group LLC | 7,357 | $337.0K | 0.04% | +490+7.1% | Added |
| NTB Financial Corp | 7,351 | $337.0K | 0.24% | +920+14.3% | Added |
| DuPont Capital Management Corp | 7,354 | $337.0K | 0.01% | +3,218+77.8% | Added |
| Burleson & Company, LLC | 7,365 | $338.0K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,408 | $339.0K | 0.02% | +1,200+19.3% | Added |
| Shelton Capital Management | 7,425 | $341.0K | 0.01% | −100−1.3% | Reduced |
| Fruth Investment Management | 7,481 | $343.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,493 | $343.0K | 0.01% | +1,412+23.2% | Added |
| Balentine LLC | 7,478 | $343.0K | 0.01% | +7,478 | New |
| Farmers National Bank | 7,494 | $343.7K | 0.12% | 00.0% | Unchanged |
| Bank of the West | 7,623 | $349.0K | 0.04% | −2,528−24.9% | Reduced |
| Meridian Investment Counsel Inc. | 7,618 | $349.0K | 0.12% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 7,619 | $349.0K | 0.03% | +800+11.7% | Added |
| St Germain D J Co Inc | 7,624 | $350.0K | 0.02% | −342−4.3% | Reduced |
| Regent Investment Management LLC | 7,622 | $350.0K | 0.08% | −60−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,636 | $350.0K | 0.04% | +439+6.1% | Added |
| First National Trust Co | 7,679 | $352.0K | 0.02% | −572−6.9% | Reduced |
| Money Concepts Capital Corp | 7,668 | $352.0K | 0.02% | +7,668 | New |
| Kovack Advisors, Inc. | 7,736 | $354.0K | 0.04% | −2,137−21.6% | Reduced |
| Valeo Financial Advisors, LLC | 7,722 | $354.0K | 0.02% | −1,262−14.0% | Reduced |
| SlateStone Wealth, LLC | 7,717 | $354.0K | 0.08% | −362−4.5% | Reduced |
| Blueshift Asset Management, LLC | 7,756 | $356.0K | 0.03% | −532−6.4% | Reduced |
| Wade G W & Inc | 7,804 | $358.0K | 0.02% | −884−10.2% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $362.0K | 0.18% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 7,884 | $362.0K | 0.09% | +12+0.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,910 | $363.0K | 0.23% | −771−8.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,933 | $363.0K | 0.03% | −195−2.4% | Reduced |
| Veriti Management LLC | 7,965 | $365.0K | 0.04% | +457+6.1% | Added |
| Logan Capital Management Inc | 8,004 | $367.0K | 0.02% | +3,200+66.6% | Added |
| Institute for Wealth Management, LLC. | 8,048 | $369.0K | 0.06% | −23−0.3% | Reduced |
| Sunbelt Securities, Inc. | 7,788 | $370.0K | 0.07% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,131 | $372.0K | 0.00% | −258−3.1% | Reduced |
| Farmers Trust Co | 8,137 | $373.0K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 8,116 | $373.0K | 0.05% | +198+2.5% | Added |
| Oppenheimer Asset Management Inc. | 8,174 | $375.0K | 0.01% | −882−9.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,292 | $375.0K | 0.13% | +7+0.1% | Added |
| Mutual Advisors, LLC | 8,269 | $379.0K | 0.02% | −2,036−19.8% | Reduced |
| Baker Ellis Asset Management LLC | 8,353 | $383.0K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,085 | $384.0K | 0.03% | 00.0% | Unchanged |