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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 27,048 | $1.17M | 0.28% | +4,110+17.9% | Added |
| Selway Asset Management | 25,565 | $1.17M | 0.57% | +1,650+6.9% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.18M | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 25,832 | $1.18M | 0.00% | +3,545+15.9% | Added |
| MAI Capital Management | 25,848 | $1.19M | 0.02% | +128+0.5% | Added |
| Jefferies Group LLC | 26,000 | $1.19M | 0.03% | +26,000 | New |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.19M | 0.16% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 26,188 | $1.20M | 0.01% | −2,002−7.1% | Reduced |
| AdvisorShares Investments LLC | 26,375 | $1.21M | 0.20% | +2,225+9.2% | Added |
| New England Research & Management, Inc. | 26,400 | $1.21M | 0.63% | +3,125+13.4% | Added |
| City Holding Co | 26,412 | $1.21M | 0.20% | −215−0.8% | Reduced |
| South Dakota Investment Council | 26,809 | $1.23M | 0.02% | −2,250−7.7% | Reduced |
| Principle Wealth Partners LLC | 27,058 | $1.24M | 0.13% | −503−1.8% | Reduced |
| Fishman Jay A Ltd | 27,192 | $1.25M | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27,449 | $1.26M | 0.00% | −197−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,757 | $1.27M | 0.00% | −45,845−62.3% | Reduced |
| Neville Rodie & Shaw Inc | 27,733 | $1.28M | 0.09% | −270−1.0% | Reduced |
| Lavaca Capital LLC | 27,948 | $1.28M | 0.55% | +1,630+6.2% | Added |
| First Hawaiian Bank | 27,975 | $1.28M | 0.04% | +45+0.2% | Added |
| Central Trust Co | 28,271 | $1.30M | 0.04% | −338−1.2% | Reduced |
| Palladium Partners LLC | 28,353 | $1.30M | 0.06% | −479−1.7% | Reduced |
| Sawgrass Asset Management LLC | 28,440 | $1.30M | 0.14% | +28,440 | New |
| FineMark National Bank & Trust | 28,974 | $1.33M | 0.05% | −945−3.2% | Reduced |
| Kraematon Investment Advisors, Inc | 29,179 | $1.34M | 1.27% | −292−1.0% | Reduced |
| Delta Financial Advisors LLC | 29,250 | $1.34M | 0.57% | +40.0% | Added |
| Regentatlantic Capital LLC | 29,503 | $1.35M | 0.04% | +367+1.3% | Added |
| Blue Square Asset Management, LLC | 29,912 | $1.37M | 1.15% | −3,445−10.3% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 30,000 | $1.38M | 0.98% | −2,500−7.7% | Reduced |
| Financial Advocates Investment Management | 30,305 | $1.39M | 0.09% | −669−2.2% | Reduced |
| Proequities, Inc. | 30,579 | $1.40M | 0.10% | −3,521−10.3% | Reduced |
| Atria Wealth Solutions, Inc. | 30,605 | $1.40M | 0.02% | +30,605 | New |
| Curbstone Financial Management Corp | 30,638 | $1.41M | 0.26% | −70−0.2% | Reduced |
| Allstate Corp | 30,738 | $1.41M | 0.04% | −38,578−55.7% | Reduced |
| Birch Hill Investment Advisors LLC | 30,929 | $1.42M | 0.08% | −2,190−6.6% | Reduced |
| Centiva Capital, LP | 30,939 | $1.42M | 0.08% | +4,702+17.9% | Added |
| Ieq Capital, LLC | 31,025 | $1.42M | 0.03% | −746−2.3% | Reduced |
| GWM Advisors LLC | 31,360 | $1.44M | 0.02% | +14,855+90.0% | Added |
| SG Americas Securities, LLC | 31,627 | $1.45M | 0.01% | −40,378−56.1% | Reduced |
| Breiter Capital Management Inc | 31,735 | $1.46M | 0.72% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 31,795 | $1.46M | 1.00% | −86,325−73.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 30,840 | $1.46M | 0.04% | −695−2.2% | Reduced |
| Bartlett & Co. LLC | 32,408 | $1.49M | 0.03% | −1,185−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,408 | $1.49M | 0.03% | −1,185−3.5% | Reduced |
| Cetera Advisors LLC | 32,554 | $1.49M | 0.03% | −2,563−7.3% | Reduced |
| Savant Capital, LLC | 32,735 | $1.50M | 0.05% | +2,199+7.2% | Added |
| Montecito Bank & Trust | 32,887 | $1.51M | 0.28% | −1,341−3.9% | Reduced |
| Avantax Advisory Services, Inc. | 33,067 | $1.52M | 0.02% | +3,603+12.2% | Added |
| Meiji Yasuda Life Insurance Co | 33,173 | $1.52M | 0.03% | +1,083+3.4% | Added |
| Poehling Capital Management, LLC | 33,392 | $1.53M | 0.47% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 33,785 | $1.55M | 0.03% | −1,174−3.4% | Reduced |
| Pacific Global Investment Management CO | 33,863 | $1.55M | 0.30% | −1,324−3.8% | Reduced |
| KCM Investment Advisors LLC | 34,158 | $1.57M | 0.06% | −1,258−3.6% | Reduced |
| Burney Co | 34,190 | $1.57M | 0.07% | −1,542−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 34,300 | $1.57M | 0.05% | −5,000−12.7% | Reduced |
| Essex Financial Services, Inc. | 34,422 | $1.58M | 0.15% | −2,549−6.9% | Reduced |
| Whittier Trust Co | 34,585 | $1.59M | 0.03% | +104+0.3% | Added |
| AIA Group Ltd | 34,774 | $1.59M | 0.07% | +21,994+172.1% | Added |
| Gofen & Glossberg LLC | 34,844 | $1.60M | 0.04% | −1,818−5.0% | Reduced |
| Gotham Asset Management, LLC | 34,898 | $1.60M | 0.05% | +34,898 | New |
| Sigma Planning Corp | 35,097 | $1.61M | 0.05% | +1,184+3.5% | Added |
| Banque Cantonale Vaudoise | 35,732 | $1.64M | 0.07% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 35,811 | $1.64M | 1.25% | +579+1.6% | Added |
| Glenview Trust Co | 35,861 | $1.65M | 0.05% | −3,731−9.4% | Reduced |
| Headinvest, LLC | 36,088 | $1.66M | 0.32% | −90.0% | Reduced |
| Panagora Asset Management Inc | 36,481 | $1.67M | 0.01% | +10,445+40.1% | Added |
| Boston Private Wealth LLC | 36,759 | $1.69M | 0.02% | +321+0.9% | Added |
| Impax Asset Management Group plc | 36,911 | $1.69M | 0.01% | +36,911 | New |
| Macquarie Group Ltd | 36,960 | $1.70M | 0.00% | +324+0.9% | Added |
| People's United Financial, Inc. | 37,284 | $1.71M | 0.05% | −9,118−19.7% | Reduced |
| Advisor Partners LLC | 37,288 | $1.71M | 0.11% | −999−2.6% | Reduced |
| Bokf, NA | 37,489 | $1.72M | 0.03% | +1,425+4.0% | Added |
| Lighthouse Investment Partners, LLC | 37,500 | $1.72M | 1.41% | +37,500 | New |
| Thrivent Financial for Lutherans | 37,534 | $1.72M | 0.00% | −397−1.0% | Reduced |
| M Holdings Securities, Inc. | 37,683 | $1.73M | 0.13% | +37,683 | New |
| Northwestern Mutual Investment Management Company, LLC | 38,027 | $1.74M | 0.04% | −959−2.5% | Reduced |
| NBT Bank N A | 38,201 | $1.75M | 0.23% | −1,252−3.2% | Reduced |
| Aureus Asset Management, LLC | 38,184 | $1.75M | 0.12% | +17,459+84.2% | Added |
| Whittier Trust Co of Nevada Inc | 38,506 | $1.77M | 0.06% | +172+0.4% | Added |
| HRT Financial LP | 38,749 | $1.78M | 0.01% | +28,365+273.2% | Added |
| JustInvest LLC | 38,894 | $1.78M | 0.09% | +3,248+9.1% | Added |
| Atria Investments LLC | 39,518 | $1.81M | 0.03% | −15,725−28.5% | Reduced |
| XXEC, Inc. | 41,982 | $1.83M | 1.28% | −203−0.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.83M | 0.50% | 00.0% | Unchanged |
| Woodstock Corp | 40,353 | $1.85M | 0.22% | −6,826−14.5% | Reduced |
| IMA Wealth, Inc. | 40,531 | $1.86M | 0.43% | +780+2.0% | Added |
| TD Waterhouse Canada Inc. | 39,571 | $1.86M | 0.02% | −12,001−23.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 40,744 | $1.87M | 0.09% | +1,125+2.8% | Added |
| Cetera Advisor Networks LLC | 41,000 | $1.88M | 0.02% | −16,199−28.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 41,070 | $1.88M | 0.08% | +132+0.3% | Added |
| Moors & Cabot, Inc. | 41,119 | $1.89M | 0.12% | −170−0.4% | Reduced |
| Prudential PLC | 41,761 | $1.92M | 0.03% | +20,207+93.8% | Added |
| Alpine Woods Capital Investors, LLC | 42,471 | $1.95M | 0.20% | −345−0.8% | Reduced |
| Canandaigua National Corp | 42,734 | $1.96M | 0.30% | −241−0.6% | Reduced |
| STRS Ohio | 43,045 | $1.97M | 0.01% | −8,230−16.1% | Reduced |
| Toroso Investments, LLC | 43,182 | $1.98M | 0.06% | +43,182 | New |
| Tiaa, FSB | 43,584 | $2.00M | 0.01% | −1,782−3.9% | Reduced |
| Parsons Capital Management Inc | 44,167 | $2.03M | 0.15% | +895+2.1% | Added |
| Trust Co of Vermont | 44,955 | $2.06M | 0.14% | −148−0.3% | Reduced |
| Monarch Capital Management Inc | 45,252 | $2.08M | 0.55% | +2,280+5.3% | Added |
| Prospector Partners LLC | 45,580 | $2.09M | 0.26% | +3,300+7.8% | Added |