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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 16,019 | $735.0K | 0.12% | −158−1.0% | Reduced |
| Simmons Bank | 16,029 | $735.0K | 0.06% | −33−0.2% | Reduced |
| Webster Bank, N. A. | 16,060 | $737.0K | 0.09% | −450−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 16,156 | $741.0K | 0.06% | −224−1.4% | Reduced |
| Assenagon Asset Management S.A. | 16,181 | $742.0K | 0.00% | +1,276+8.6% | Added |
| Parsec Financial Management, Inc. | 16,238 | $745.0K | 0.03% | +340+2.1% | Added |
| Connectus Wealth, LLC | 13,821 | $750.0K | 0.02% | −9,354−40.4% | Reduced |
| American Century Companies Inc | 16,359 | $750.0K | 0.00% | +3,700+29.2% | Added |
| Nomura Holdings Inc | 16,321 | $752.0K | 0.01% | −80,131−83.1% | Reduced |
| Freestone Capital Holdings, LLC | 16,427 | $754.0K | 0.03% | +2,964+22.0% | Added |
| Merit Financial Group, LLC | 16,537 | $759.0K | 0.05% | −189−1.1% | Reduced |
| Parallel Advisors, LLC | 15,959 | $759.0K | 0.03% | −487−3.0% | Reduced |
| American Portfolios Advisors | 16,756 | $768.6K | 0.03% | −1,667−9.0% | Reduced |
| Fort, L.P. | 16,755 | $769.0K | 0.29% | +1,562+10.3% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $775.0K | 0.10% | −7,100−29.6% | Reduced |
| Estabrook Capital Management | 17,065 | $782.8K | 0.12% | +32+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 17,165 | $787.4K | 0.01% | −170−1.0% | Reduced |
| Graypoint LLC | 17,168 | $788.0K | 0.08% | −1,568−8.4% | Reduced |
| Miller Investment Management, LP | 17,500 | $803.0K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 17,550 | $805.0K | 0.04% | −111−0.6% | Reduced |
| International Assets Investment Management, LLC | 17,644 | $809.0K | 0.15% | −5,164−22.6% | Reduced |
| EagleClaw Capital Managment, LLC | 17,650 | $810.0K | 0.19% | +550+3.2% | Added |
| Trust Co of Toledo NA | 17,679 | $811.0K | 0.12% | −9−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 17,713 | $812.0K | 0.30% | +263+1.5% | Added |
| Desjardins Global Asset Management Inc. | 17,794 | $816.0K | 0.07% | +205+1.2% | Added |
| Quantum Private Wealth, LLC | 17,845 | $818.0K | 0.35% | 00.0% | Unchanged |
| Colony Group LLC | 17,842 | $818.0K | 0.01% | +11,179+167.8% | Added |
| Clearstead Advisors, LLC | 17,851 | $819.0K | 0.06% | +9,500+113.8% | Added |
| Lake Street Advisors Group, LLC | 18,018 | $827.0K | 0.05% | +1,239+7.4% | Added |
| Penobscot Investment Management Company, Inc. | 18,132 | $832.0K | 0.12% | −457−2.5% | Reduced |
| CAPROCK Group, Inc. | 18,188 | $834.0K | 0.08% | +3,186+21.2% | Added |
| Wendell David Associates Inc | 18,365 | $842.0K | 0.09% | −1,530−7.7% | Reduced |
| CIBC World Markets Inc. | 18,400 | $844.0K | 0.00% | −3,136−14.6% | Reduced |
| Advisory Services Network, LLC | 18,552 | $851.0K | 0.03% | −20.0% | Reduced |
| Reynolds Investment Management, Inc. | 18,687 | $857.0K | 0.25% | +18,687 | New |
| Corient Capital Partners, LLC | 18,744 | $860.0K | 0.06% | +50.0% | Added |
| Patten & Patten Inc | 18,856 | $865.0K | 0.06% | −182−1.0% | Reduced |
| Pathstone Family Office, LLC | 18,335 | $871.0K | 0.02% | −777−4.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $872.0K | 0.18% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 19,043 | $874.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,100 | $876.0K | 0.02% | −877−4.4% | Reduced |
| AE Wealth Management LLC | 19,129 | $877.0K | 0.01% | +1,092+6.1% | Added |
| Bessemer Group Inc | 19,362 | $888.0K | 0.00% | +482+2.6% | Added |
| Brown Advisory Securities, LLC | 19,481 | $893.0K | 0.52% | −2,019−9.4% | Reduced |
| Umb Bank N A | 19,497 | $894.0K | 0.01% | −263−1.3% | Reduced |
| Buffington Mohr McNeal | 19,559 | $897.0K | 0.17% | +1,500+8.3% | Added |
| Salem Investment Counselors Inc | 19,631 | $900.0K | 0.04% | −786−3.8% | Reduced |
| Lipe & Dalton | 19,613 | $900.0K | 0.44% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 19,629 | $900.0K | 0.19% | +4,639+30.9% | Added |
| Assetmark, Inc | 19,972 | $916.0K | 0.00% | +10,148+103.3% | Added |
| Dynamic Technology Lab Private Ltd | 20,315 | $932.0K | 0.11% | −3,083−13.2% | Reduced |
| Caldwell Trust Co | 20,443 | $937.7K | 0.11% | +149+0.7% | Added |
| AlphaCrest Capital Management LLC | 20,461 | $939.0K | 0.05% | −60,913−74.9% | Reduced |
| Resources Investment Advisors, LLC. | 20,509 | $941.0K | 0.04% | +3,910+23.6% | Added |
| Shikiar Asset Management Inc | 20,765 | $952.0K | 0.27% | −37,975−64.6% | Reduced |
| Scotia Capital Inc. | 20,841 | $956.0K | 0.01% | −1,238−5.6% | Reduced |
| Fractal Investments LLC | 20,896 | $958.0K | 0.28% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 17,652 | $958.0K | 0.32% | 00.0% | Unchanged |
| Maven Securities LTD | 20,890 | $958.0K | 0.20% | +14,534+228.7% | Added |
| Abbrea Capital, LLC | 20,980 | $962.0K | 0.13% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 20,897 | $962.0K | 0.63% | −687−3.2% | Reduced |
| Courier Capital LLC | 21,278 | $976.0K | 0.10% | −1,865−8.1% | Reduced |
| Roberts Glore & Co Inc | 21,425 | $983.0K | 0.28% | −35−0.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $984.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,506 | $986.0K | 0.03% | +5,349+33.1% | Added |
| Moody National Bank Trust Division | 21,682 | $994.0K | 0.03% | −2,815−11.5% | Reduced |
| Aaron Wealth Advisors | 45,640 | $995.0K | 0.02% | +45,640 | New |
| Rossmore Private Capital | 21,822 | $1.00M | 0.16% | −23−0.1% | Reduced |
| Liberty Capital Management, Inc. | 21,887 | $1.00M | 0.29% | −267−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,300 | $1.02M | 0.01% | −44,018−66.4% | Reduced |
| Johnson Investment Counsel Inc | 22,209 | $1.02M | 0.01% | −547−2.4% | Reduced |
| Bollard Group LLC | 22,260 | $1.02M | 0.03% | −455−2.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 22,322 | $1.02M | 0.10% | +4,825+27.6% | Added |
| Perigon Wealth Management, LLC | 22,340 | $1.02M | 0.07% | −425−1.9% | Reduced |
| Legend Financial Advisors, Inc. | 19,809 | $1.02M | 0.65% | +469+2.4% | Added |
| Woodard & Co Asset Management Group Inc | 22,482 | $1.03M | 0.43% | −18,925−45.7% | Reduced |
| Benjamin Edwards Inc | 22,482 | $1.03M | 0.30% | −2,299−9.3% | Reduced |
| Everence Capital Management Inc | 22,720 | $1.04M | 0.08% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 22,887 | $1.05M | 0.48% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 22,078 | $1.05M | 0.01% | −2,473−10.1% | Reduced |
| Tower Bridge Advisors | 22,992 | $1.05M | 0.07% | −425−1.8% | Reduced |
| Garrison Point Advisors, LLC | 23,005 | $1.05M | 0.74% | 00.0% | Unchanged |
| Wedbush Securities Inc | 23,017 | $1.06M | 0.05% | −5,490−19.3% | Reduced |
| Wilen Investment Management Corp. | 23,317 | $1.06M | 0.80% | +1,893+8.8% | Added |
| Van Hulzen Asset Management, LLC | 23,300 | $1.07M | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 23,804 | $1.09M | 0.09% | +23,804 | New |
| National Asset Management, Inc. | 23,893 | $1.10M | 0.04% | −245−1.0% | Reduced |
| Exane Derivatives | 23,926 | $1.10M | 0.31% | +11,408+91.1% | Added |
| Aquila Investment Management LLC | 24,000 | $1.10M | 0.62% | −20,000−45.5% | Reduced |
| Dowling & Yahnke LLC | 24,110 | $1.11M | 0.05% | −1,710−6.6% | Reduced |
| Investment Management of Virginia LLC | 24,451 | $1.12M | 0.20% | +1,694+7.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,481 | $1.12M | 0.02% | −600−2.4% | Reduced |
| Busey Wealth Management | 24,940 | $1.14M | 0.05% | −368−1.5% | Reduced |
| Southport Management, L.L.C. | 25,000 | $1.15M | 4.17% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.15M | 0.26% | 00.0% | Unchanged |
| Citizens Business Bank | 25,186 | $1.16M | 0.14% | +635+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,252 | $1.16M | 0.10% | +2,085+9.0% | Added |
| Hartford Financial Management Inc. | 25,262 | $1.16M | 0.28% | −331−1.3% | Reduced |
| Barden Capital Management, Inc. | 25,258 | $1.16M | 1.14% | +616+2.5% | Added |
| Cetera Investment Advisers | 25,434 | $1.17M | 0.02% | −3,575−12.3% | Reduced |