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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 5,571 | $256.0K | 0.00% | +310+5.9% | Added |
| Gamble Jones Investment Counsel | 5,513 | $253.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,514 | $253.0K | 0.06% | +5,514 | New |
| Associated Banc-Corp | 5,493 | $252.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,484 | $252.0K | 0.05% | +1,440+35.6% | Added |
| SignalPoint Asset Management, LLC | 5,481 | $251.0K | 0.08% | −304−5.3% | Reduced |
| Avestar Capital, LLC | 5,477 | $251.0K | 0.05% | +696+14.6% | Added |
| Basepoint Wealth LLC | 5,469 | $250.8K | 0.23% | −360−6.2% | Reduced |
| Weil Company, Inc. | 5,459 | $250.0K | 0.13% | +5,459 | New |
| Adirondack Trust Co | 5,433 | $249.0K | 0.12% | −970−15.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,652 | $249.0K | 0.02% | +6,652 | New |
| Aevitas Wealth Management, Inc. | 5,399 | $248.0K | 0.15% | −218−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,405 | $248.0K | 0.01% | +3+0.1% | Added |
| Proficio Capital Partners LLC | 5,431 | $248.0K | 0.04% | +1,492+37.9% | Added |
| Coldstream Capital Management Inc | 5,364 | $246.0K | 0.01% | −654−10.9% | Reduced |
| Great Lakes Advisors, LLC | 5,313 | $244.0K | 0.00% | −240−4.3% | Reduced |
| Rafferty Asset Management, LLC | 5,274 | $242.0K | 0.00% | −3,498−39.9% | Reduced |
| CX Institutional | 5,281 | $242.0K | 0.02% | +306+6.2% | Added |
| Jones Financial Companies LLLP | 5,228 | $240.0K | 0.00% | −1,816−25.8% | Reduced |
| Mirova | 5,245 | $240.0K | 0.03% | −4−0.1% | Reduced |
| Natixis Investment Managers International | 5,245 | $240.0K | 0.00% | +5,245 | New |
| BOK Financial Private Wealth, Inc. | 5,210 | $239.0K | 0.02% | −409−7.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,209 | $239.0K | 0.00% | −91−1.7% | Reduced |
| RSM US Wealth Management LLC | 5,213 | $239.0K | 0.01% | +500+10.6% | Added |
| CPWM, LLC | 5,197 | $238.0K | 0.02% | −1,994−27.7% | Reduced |
| LGT Group Foundation | 5,171 | $238.0K | 0.01% | +171+3.4% | Added |
| Gsa Capital Partners LLP | 5,138 | $236.0K | 0.03% | +5,138 | New |
| Cobblestone Capital Advisors LLC | 5,130 | $235.0K | 0.02% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,108 | $234.0K | 0.04% | +79+1.6% | Added |
| BDO Wealth Advisors, LLC | 5,059 | $232.0K | 0.02% | −325−6.0% | Reduced |
| Tennessee Valley Asset Management Partners | 5,050 | $232.0K | 0.08% | +11+0.2% | Added |
| TFC Financial Management | 5,030 | $231.0K | 0.07% | +827+19.7% | Added |
| Nichols & Pratt Advisers LLP | 5,010 | $230.0K | 0.02% | −1,050−17.3% | Reduced |
| Brookstone Capital Management | 5,398 | $229.0K | 0.00% | −674−11.1% | Reduced |
| Apollon Wealth Management, LLC | 4,985 | $229.0K | 0.02% | +349+7.5% | Added |
| Trustcore Financial Services, LLC | 5,003 | $229.0K | 0.02% | +2,162+76.1% | Added |
| Spinnaker Trust | 4,958 | $227.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,946 | $227.0K | 0.11% | +10.0% | Added |
| Endowment Wealth Management, Inc. | 4,959 | $227.0K | 0.24% | +577+13.2% | Added |
| Pittenger & Anderson Inc | 4,954 | $227.0K | 0.01% | +770+18.4% | Added |
| JBF Capital, Inc. | 4,900 | $225.0K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,915 | $225.0K | 0.05% | +29+0.6% | Added |
| Strategic Advisors LLC | 4,904 | $224.0K | 0.04% | +13+0.3% | Added |
| IFG Advisory, LLC | 4,896 | $224.0K | 0.02% | +120+2.5% | Added |
| United Bank | 4,869 | $223.0K | 0.03% | −3,638−42.8% | Reduced |
| Regal Wealth Group, Inc. | 5,251 | $223.0K | 0.14% | +11+0.2% | Added |
| Sciencast Management LP | 5,102 | $223.0K | 0.05% | +5,102 | New |
| Pinnacle Financial Partners Inc | 4,846 | $222.0K | 0.01% | −275−5.4% | Reduced |
| Barrett Asset Management, LLC | 4,849 | $222.0K | 0.01% | −13−0.3% | Reduced |
| Valmark Advisers, Inc. | 4,835 | $222.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 4,822 | $221.0K | 0.03% | −545−10.2% | Reduced |
| First Command Financial Services, Inc. | 4,822 | $221.0K | 0.03% | +100+2.1% | Added |
| Cypress Capital Group | 4,755 | $221.0K | 0.03% | +4,755 | New |
| Congress Asset Management Co | 4,765 | $219.0K | 0.00% | +165+3.6% | Added |
| First Financial Corp | 4,748 | $218.0K | 0.13% | −175−3.6% | Reduced |
| Formidable Asset Management, LLC | 4,745 | $218.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,773 | $218.0K | 0.02% | +891+23.0% | Added |
| Integrated Advisors Network LLC | 4,725 | $217.0K | 0.01% | +4,725 | New |
| Level Four Advisory Services, LLC | 4,712 | $216.0K | 0.02% | −697−12.9% | Reduced |
| Becker Capital Management Inc | 4,710 | $216.0K | 0.01% | −238−4.8% | Reduced |
| Lafayette Investments, Inc. | 4,700 | $216.0K | 0.05% | −100−2.1% | Reduced |
| Signature Wealth Management Partners, LLC | 4,700 | $216.0K | 0.18% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 4,689 | $215.0K | 0.00% | −1,284−21.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,695 | $215.0K | 0.07% | −48−1.0% | Reduced |
| Founders Capital Management, LLC | 4,696 | $215.0K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,659 | $214.0K | 0.04% | −2,812−37.6% | Reduced |
| First Bank & Trust | 4,661 | $214.0K | 0.07% | −246−5.0% | Reduced |
| Atlas Private Wealth Management | 4,667 | $214.0K | 0.12% | +167+3.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,669 | $214.0K | 0.06% | +377+8.8% | Added |
| Montis Financial, LLC | 4,637 | $213.0K | 0.17% | −223−4.6% | Reduced |
| GSB Wealth Management, LLC | 4,634 | $213.0K | 0.06% | −140−2.9% | Reduced |
| Sheets Smith Wealth Management | 4,618 | $212.0K | 0.03% | −20−0.4% | Reduced |
| Minot Wealth Management LLC | 4,614 | $212.0K | 0.05% | −3−0.1% | Reduced |
| Acropolis Investment Management, LLC | 4,603 | $211.0K | 0.02% | +155+3.5% | Added |
| Naples Global Advisors, LLC | 4,576 | $210.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,579 | $210.0K | 0.03% | +4,579 | New |
| Optimum Investment Advisors | 4,550 | $209.0K | 0.09% | −218−4.6% | Reduced |
| Change Path, LLC | 4,565 | $209.0K | 0.01% | −41−0.9% | Reduced |
| WBH Advisory Inc | 5,270 | $208.0K | 0.03% | −1,190−18.4% | Reduced |
| Brighton Jones LLC | 4,539 | $208.0K | 0.01% | −319−6.6% | Reduced |
| Radnor Capital Management, LLC | 4,532 | $208.0K | 0.05% | −75−1.6% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $208.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,505 | $207.0K | 0.00% | −5,605−55.4% | Reduced |
| First Financial Bank - Trust Division | 4,508 | $207.0K | 0.02% | −460−9.3% | Reduced |
| Zeke Capital Advisors, LLC | 4,504 | $207.0K | 0.01% | +4,504 | New |
| MPS Loria Financial Planners, LLC | 4,499 | $206.0K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,462 | $204.0K | 0.04% | +69+1.6% | Added |
| Charter Oak Capital Management, LLC | 4,443 | $204.0K | 0.02% | +71+1.6% | Added |
| Intrua Financial, LLC | 4,442 | $204.0K | 0.04% | +4,442 | New |
| Notis-McConarty Edward | 4,415 | $203.0K | 0.07% | −760−14.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,434 | $203.0K | 0.05% | −179−3.9% | Reduced |
| Verition Fund Management LLC | 4,398 | $202.0K | 0.00% | −865−16.4% | Reduced |
| Hilltop Holdings Inc. | 4,379 | $202.0K | 0.02% | −200−4.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $202.0K | 0.14% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,413 | $202.0K | 0.01% | +145+3.4% | Added |
| Laurel Wealth Advisors, Inc. | 4,396 | $202.0K | 0.02% | +190+4.5% | Added |
| Grandfield & Dodd, LLC | 4,375 | $200.0K | 0.01% | −10−0.2% | Reduced |
| Independent Wealth Network Inc. | 4,364 | $200.0K | 0.13% | +240+5.8% | Added |
| TCWP LLC | 4,315 | $197.0K | 0.04% | −361−7.7% | Reduced |
| Commons Capital, LLC | 4,258 | $195.0K | 0.21% | +23+0.5% | Added |