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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 8,404 | $385.0K | 0.07% | −542−6.1% | Reduced |
| DCM Advisors, LLC | 8,386 | $385.0K | 0.14% | −550−6.2% | Reduced |
| Fulcrum Asset Management LLP | – | $387.0K | 0.11% | – | – |
| YorkBridge Wealth Partners, LLC | 8,433 | $387.0K | 0.08% | −40−0.5% | Reduced |
| NTV Asset Management LLC | 8,463 | $388.0K | 0.07% | +15+0.2% | Added |
| McDonald Partners LLC | 8,479 | $389.0K | 0.08% | +8,369+7,608.2% | Added |
| American National Registered Investment Advisor, Inc. | 8,498 | $390.0K | 0.14% | −388−4.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 8,517 | $391.0K | 0.04% | +2,592+43.7% | Added |
| Azimuth Capital Management LLC | 8,535 | $392.0K | 0.02% | −200−2.3% | Reduced |
| Piscataqua Savings Bank | 8,546 | $392.0K | 0.28% | +552+6.9% | Added |
| Drexel Morgan & Co. | 8,578 | $393.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,566 | $393.0K | 0.01% | +328+4.0% | Added |
| CFO4Life Group, LLC | 8,560 | $393.0K | 0.08% | +615+7.7% | Added |
| Aptus Capital Advisors, LLC | 8,593 | $394.0K | 0.01% | −62,480−87.9% | Reduced |
| HBK Sorce Advisory LLC | 8,593 | $394.0K | 0.02% | −284−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $394.0K | 0.13% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 8,666 | $398.0K | 0.36% | −907−9.5% | Reduced |
| Horizon Investments, LLC | 8,732 | $399.0K | 0.01% | +858+10.9% | Added |
| Court Place Advisors, LLC | 8,728 | $400.0K | 0.13% | −1,300−13.0% | Reduced |
| Wellington Management Group LLP | 8,716 | $400.0K | 0.00% | +900+11.5% | Added |
| Fiduciary Group LLC | 10,668 | $401.0K | 0.05% | −452−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 8,750 | $401.0K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,796 | $404.0K | 0.04% | −1,250−12.4% | Reduced |
| Brinker Capital Investments, LLC | 8,813 | $404.0K | 0.01% | +400+4.8% | Added |
| Boenning & Scattergood, Inc. | 8,822 | $405.0K | 0.07% | −293−3.2% | Reduced |
| BTR Capital Management Inc | 8,850 | $406.0K | 0.05% | −1,105−11.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,864 | $407.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,909 | $409.0K | 0.02% | −415−4.5% | Reduced |
| Marco Investment Management LLC | 8,913 | $409.0K | 0.04% | +8,913 | New |
| Financial Advisory Group | 8,937 | $410.0K | 0.08% | 00.0% | Unchanged |
| Covington Capital Management | 8,939 | $410.0K | 0.01% | +670+8.1% | Added |
| Great Valley Advisor Group, Inc. | 8,873 | $411.0K | 0.02% | −163−1.8% | Reduced |
| Atwood & Palmer Inc | 9,025 | $414.0K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,047 | $415.0K | 0.01% | −29−0.3% | Reduced |
| Beck Mack & Oliver LLC | 9,094 | $417.0K | 0.01% | −500−5.2% | Reduced |
| Tiemann Investment Advisors, LLC | 9,121 | $418.0K | 0.19% | −115−1.2% | Reduced |
| Pointe Capital Management LLC | 9,190 | $421.0K | 0.27% | −1,213−11.7% | Reduced |
| Bayesian Capital Management, LP | 9,200 | $422.0K | 0.06% | +9,200 | New |
| Tucker Asset Management LLC | 9,219 | $422.9K | 0.13% | +74+0.8% | Added |
| First City Capital Management, Inc. | 9,215 | $423.0K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 8,898 | $423.0K | 0.02% | +8,898 | New |
| Bard Financial Services, Inc. | 9,360 | $429.0K | 0.03% | −200−2.1% | Reduced |
| Enterprise Financial Services Corp | 9,391 | $431.0K | 0.07% | −248−2.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,406 | $431.0K | 0.02% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,417 | $432.0K | 0.09% | −800−7.8% | Reduced |
| Peoples Financial Services Corp. | 9,475 | $434.0K | 0.19% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,488 | $435.0K | 0.04% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 9,179 | $437.0K | 0.21% | +302+3.4% | Added |
| Washington Trust Co | 9,543 | $438.0K | 0.02% | −762−7.4% | Reduced |
| Lake Street Financial LLC | 9,614 | $441.0K | 0.08% | −1,598−14.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,625 | $441.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 9,633 | $442.0K | 0.10% | −340−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,675 | $444.0K | 0.04% | −2,717−21.9% | Reduced |
| New England Guild Wealth Advisors, Inc. | 9,674 | $444.0K | 0.24% | −446−4.4% | Reduced |
| Chemung Canal Trust Co | 9,713 | $445.0K | 0.09% | −250−2.5% | Reduced |
| Country Club Bank | 9,359 | $445.0K | 0.04% | +9,359 | New |
| Ferris Capital, LLC | 9,751 | $447.0K | 0.10% | +147+1.5% | Added |
| B. Riley Wealth Management, Inc. | 9,758 | $448.0K | 0.03% | −222−2.2% | Reduced |
| Profund Advisors LLC | 9,810 | $450.0K | 0.02% | −1,228−11.1% | Reduced |
| Verdence Capital Advisors LLC | 9,823 | $451.0K | 0.05% | +20.0% | Added |
| Washington Trust Bank | 9,907 | $454.0K | 0.05% | +1,872+23.3% | Added |
| Charter Trust Co | 9,919 | $455.0K | 0.04% | −616−5.8% | Reduced |
| Colonial Trust Advisors | 9,911 | $455.0K | 0.05% | −537−5.1% | Reduced |
| KG&L Capital Management,LLC | 9,938 | $456.0K | 0.19% | +4,037+68.4% | Added |
| Berkshire Asset Management LLC | 9,970 | $457.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,989 | $458.0K | 0.01% | −338−3.3% | Reduced |
| American National Insurance Co | 10,002 | $459.0K | 0.12% | −2,427−19.5% | Reduced |
| Canal Insurance CO | 10,000 | $459.0K | 0.13% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $459.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,027 | $460.0K | 0.08% | −528−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,054 | $461.0K | 0.11% | −10,451−51.0% | Reduced |
| Wahed Invest LLC | 10,073 | $462.0K | 0.27% | −339−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 10,109 | $464.0K | 0.06% | +1,575+18.5% | Added |
| Carret Asset Management, LLC | 10,199 | $468.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,287 | $472.0K | 0.01% | +4,560+79.6% | Added |
| Boston Financial Mangement LLC | 10,309 | $473.0K | 0.02% | +1,057+11.4% | Added |
| Prospera Financial Services Inc | 10,343 | $475.0K | 0.02% | −41−0.4% | Reduced |
| Bull Street Advisors, LLC | 10,402 | $477.0K | 0.23% | 00.0% | Unchanged |
| 1st Source Bank | 10,436 | $479.0K | 0.03% | +82+0.8% | Added |
| Jacobi Capital Management LLC | 10,475 | $481.0K | 0.06% | +432+4.3% | Added |
| Laurion Capital Management LP | 10,510 | $482.0K | 0.01% | +10,510 | New |
| PEAK6 Investments LLC | 10,589 | $486.0K | 0.01% | −52,556−83.2% | Reduced |
| Moneta Group Investment Advisors LLC | 10,595 | $486.0K | 0.02% | +31+0.3% | Added |
| Grimes & Company, Inc. | 10,613 | $487.0K | 0.03% | −1,721−14.0% | Reduced |
| South State Corp. | 10,640 | $488.0K | 0.04% | −3,701−25.8% | Reduced |
| Rockbridge Investment Management, LCC | 10,601 | $488.1K | 0.08% | +53+0.5% | Added |
| Security National Bank of Sioux City Iowa | 10,724 | $492.0K | 0.37% | −696−6.1% | Reduced |
| Greenleaf Trust | 10,751 | $493.0K | 0.01% | −165−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,877 | $494.0K | 0.02% | +63+0.5% | Added |
| L & S Advisors Inc | 10,825 | $497.0K | 0.06% | −46,548−81.1% | Reduced |
| Lincoln National Corp | 10,850 | $497.0K | 0.01% | −3,872−26.3% | Reduced |
| Lindbrook Capital, LLC | 10,847 | $498.0K | 0.08% | −117−1.1% | Reduced |
| Dividend Assets Capital, LLC | 10,910 | $500.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,964 | $503.0K | 0.02% | −447−3.9% | Reduced |
| Osborne Partners Capital Management, LLC | 11,036 | $506.0K | 0.04% | −1,997−15.3% | Reduced |
| Independent Advisor Alliance | 11,027 | $506.0K | 0.02% | +995+9.9% | Added |
| Seven Eight Capital, LP | 11,183 | $513.0K | 0.07% | −10,255−47.8% | Reduced |
| Symmetry Partners, LLC | 11,188 | $513.0K | 0.03% | +1,743+18.5% | Added |
| Ledyard National Bank | 11,198 | $514.0K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,228 | $515.0K | 0.01% | −550−4.7% | Reduced |