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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 11,266 | $517.0K | 0.02% | −380−3.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 11,284 | $518.0K | 0.03% | −1,142−9.2% | Reduced |
| Shayne & Co., LLC | 11,310 | $519.0K | 0.26% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,399 | $523.0K | 0.03% | −2,870−20.1% | Reduced |
| ICW Investment Advisors LLC | 11,392 | $523.0K | 0.30% | +496+4.6% | Added |
| Oak Thistle LLC | 11,456 | $525.0K | 0.28% | −1,284−10.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,494 | $527.0K | 0.03% | +860+8.1% | Added |
| Private Capital Group, LLC | 11,519 | $528.0K | 0.12% | −304−2.6% | Reduced |
| Boston Trust Walden Corp | 11,521 | $528.0K | 0.00% | +60+0.5% | Added |
| Donaldson Capital Management, LLC | 11,522 | $529.0K | 0.02% | −2,810−19.6% | Reduced |
| Personal Cfo Solutions, LLC | 11,625 | $533.0K | 0.11% | −138−1.2% | Reduced |
| Papp L Roy & Associates | 11,763 | $540.0K | 0.07% | −148−1.2% | Reduced |
| Spire Wealth Management | 11,789 | $541.0K | 0.01% | +313+2.7% | Added |
| Snowden Capital Advisors LLC | 11,808 | $541.0K | 0.02% | +4,667+65.4% | Added |
| Frontier Wealth Management LLC | 12,990 | $543.0K | 0.01% | −1,579−10.8% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $543.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11,878 | $545.0K | 0.12% | −35−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,023 | $551.0K | 0.04% | −25−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 12,025 | $552.0K | 0.05% | −93−0.8% | Reduced |
| Meridian Management Co | 12,040 | $552.0K | 0.18% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,085 | $554.0K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,155 | $559.0K | 0.01% | −841−6.5% | Reduced |
| Investment Advisory Services Inc | 12,180 | $559.0K | 0.31% | +21+0.2% | Added |
| Gladstone Institutional Advisory LLC | 12,260 | $562.0K | 0.04% | +3,181+35.0% | Added |
| Financial Counselors Inc | 12,370 | $567.0K | 0.01% | −718−5.5% | Reduced |
| Burns J W & Co Inc | 12,376 | $568.0K | 0.09% | −3,529−22.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,405 | $569.0K | 0.06% | −712−5.4% | Reduced |
| Bath Savings Trust Co | 12,516 | $574.0K | 0.07% | −783−5.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,572 | $577.0K | 0.02% | +12,572 | New |
| Aldebaran Financial Inc. | 12,600 | $578.0K | 0.48% | +475+3.9% | Added |
| Cambridge Trust Co | 12,646 | $580.0K | 0.02% | −1,444−10.2% | Reduced |
| Means Investment Co., Inc. | 12,824 | $588.0K | 0.11% | −1,001−7.2% | Reduced |
| Werlinich Asset Management, LLC | 12,840 | $589.0K | 0.45% | +265+2.1% | Added |
| Compton Capital Management Inc | 12,974 | $595.0K | 0.17% | −710−5.2% | Reduced |
| Vestcor Inc | 13,023 | $597.0K | 0.02% | +2,849+28.0% | Added |
| Excalibur Management Corp | 13,054 | $599.0K | 0.26% | −17−0.1% | Reduced |
| Groesbeck Investment Management Corp | 13,071 | $600.0K | 0.67% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,106 | $601.0K | 0.04% | −27−0.2% | Reduced |
| Journey Advisory Group, LLC | 13,167 | $604.0K | 0.15% | −700−5.0% | Reduced |
| Wetherby Asset Management Inc | 13,194 | $605.0K | 0.03% | +406+3.2% | Added |
| Community Bank, N.A. | 13,197 | $605.0K | 0.07% | +4,152+45.9% | Added |
| Penserra Capital Management LLC | 13,359 | $612.0K | 0.01% | −2,276−14.6% | Reduced |
| Benedict Financial Advisors Inc | 13,368 | $613.0K | 0.16% | −29−0.2% | Reduced |
| Trust Co of Virginia | 13,383 | $614.0K | 0.07% | −1,400−9.5% | Reduced |
| TrinityPoint Wealth, LLC | 13,380 | $614.0K | 0.11% | −355−2.6% | Reduced |
| Transform Wealth, LLC | 13,446 | $616.0K | 0.07% | +594+4.6% | Added |
| Aull & Monroe Investment Management Corp | 13,456 | $617.0K | 0.28% | −50−0.4% | Reduced |
| Metis Global Partners, LLC | 13,451 | $617.0K | 0.07% | +5,880+77.7% | Added |
| Ahl Investment Management, Inc. | 13,527 | $620.0K | 0.57% | −160−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 13,661 | $626.6K | 0.03% | −645−4.5% | Reduced |
| Holderness Investments Co | 13,661 | $627.0K | 0.21% | +245+1.8% | Added |
| OPSEU Pension Plan Trust Fund | 13,649 | $630.0K | 0.15% | +225+1.7% | Added |
| Morningstar Investment Services LLC | 13,214 | $631.0K | 0.01% | +1,728+15.0% | Added |
| Resources Management Corp | 13,784 | $632.0K | 0.09% | −5,219−27.5% | Reduced |
| Western Wealth Management, LLC | 13,783 | $632.0K | 0.03% | +6,691+94.3% | Added |
| Winton Group Ltd | 13,792 | $633.0K | 0.03% | −13,039−48.6% | Reduced |
| Chicago Capital, LLC | 13,802 | $633.0K | 0.03% | +765+5.9% | Added |
| Allred Capital Management, LLC | 13,842 | $634.0K | 0.33% | −40−0.3% | Reduced |
| Security National Bank of So Dak | 13,841 | $635.0K | 0.44% | +40+0.3% | Added |
| IBM Retirement Fund | 13,864 | $636.0K | 0.09% | −602−4.2% | Reduced |
| GYL Financial Synergies, LLC | 13,940 | $639.0K | 0.15% | +337+2.5% | Added |
| HB Wealth Management, LLC | 13,955 | $640.0K | 0.01% | +9,149+190.4% | Added |
| Capstone Investment Advisors, LLC | 13,942 | $640.0K | 0.01% | +13,942 | New |
| Amussen Hunsaker Associates LLC | 13,985 | $641.0K | 0.15% | −116−0.8% | Reduced |
| Everett Harris & Co | 14,021 | $643.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14,078 | $646.0K | 0.35% | −1,087−7.2% | Reduced |
| HAP Trading, LLC | 14,232 | $653.0K | 0.07% | −12,718−47.2% | Reduced |
| Pitcairn Co | 14,251 | $654.0K | 0.06% | +382+2.8% | Added |
| Wolverine Trading, LLC | 13,904 | $661.0K | 0.02% | −5,457−28.2% | Reduced |
| Triangle Securities Wealth Management | 14,403 | $661.0K | 0.22% | −1,411−8.9% | Reduced |
| Ar Asset Management Inc | 14,400 | $661.0K | 0.17% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 16,813 | $662.0K | 0.09% | −566−3.3% | Reduced |
| Polar Capital Holdings Plc | 14,435 | $662.0K | 0.00% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 14,501 | $665.0K | 0.15% | +14,501 | New |
| True North Advisors, LLC | 14,554 | $667.0K | 0.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,604 | $669.0K | 0.04% | +62+0.4% | Added |
| Meeder Asset Management Inc | 14,602 | $670.0K | 0.03% | +6,404+78.1% | Added |
| Baldwin Investment Management, LLC | 14,652 | $672.0K | 0.19% | −415−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,895 | $683.0K | 0.01% | +3,767+33.9% | Added |
| XTX Topco Ltd | 14,890 | $683.0K | 0.30% | +14,890 | New |
| Sandy Spring Bank | 14,918 | $684.0K | 0.03% | −1,549−9.4% | Reduced |
| Cigna Investments Inc | 15,053 | $690.0K | 0.09% | −4,431−22.7% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $695.0K | 0.54% | +9,000+146.3% | Added |
| Bryn Mawr Trust Co | 15,317 | $702.0K | 0.03% | −1,032−6.3% | Reduced |
| Virtu Financial LLC | 15,358 | $704.0K | 0.05% | +6,194+67.6% | Added |
| Foster & Motley Inc | 15,359 | $705.0K | 0.06% | −356−2.3% | Reduced |
| Capital City Trust Co | 15,443 | $709.0K | 0.20% | −659−4.1% | Reduced |
| ELCO Management Co., LLC | 15,474 | $710.0K | 0.48% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 15,517 | $712.0K | 0.46% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 15,528 | $712.0K | 0.04% | −447−2.8% | Reduced |
| Valley Brook Capital Group | 15,561 | $713.0K | 0.62% | −199−1.3% | Reduced |
| Donoghue Forlines LLC | 15,645 | $718.0K | 0.16% | +15,645 | New |
| David Loasby | 16,571 | $719.0K | 0.09% | +39+0.2% | Added |
| Crestwood Advisors Group LLC | 15,706 | $720.0K | 0.02% | −10,004−38.9% | Reduced |
| Montag A & Associates Inc | 15,790 | $724.0K | 0.04% | −695−4.2% | Reduced |
| Versor Investments LP | 15,821 | $726.0K | 0.03% | +15,821 | New |
| Forte Capital LLC | 13,403 | $727.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,948 | $732.0K | 0.02% | +200+1.3% | Added |
| Empirical Finance, LLC | 15,966 | $732.0K | 0.08% | +1,842+13.0% | Added |
| Home Federal Bank of Tennessee | 15,989 | $733.0K | 0.25% | +425+2.7% | Added |