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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 4,142 | $190.0K | 0.01% | −94−2.2% | Reduced |
| Manchester Capital Management LLC | 4,067 | $187.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,042 | $185.0K | 0.02% | −51−1.2% | Reduced |
| Glassman Wealth Services | 4,034 | $185.0K | 0.03% | −10.0% | Reduced |
| Monetary Management Group Inc | 3,925 | $180.0K | 0.05% | −1,700−30.2% | Reduced |
| Centaurus Financial, Inc. | 3,917 | $180.0K | 0.01% | −189−4.6% | Reduced |
| Smithfield Trust Co | 3,899 | $177.0K | 0.01% | −228−5.5% | Reduced |
| Belpointe Asset Management LLC | 3,751 | $171.0K | 0.01% | −1,778−32.2% | Reduced |
| Ahrens Investment Partners LLC | 3,691 | $169.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,640 | $167.0K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,574 | $163.9K | 0.01% | +1,323+58.8% | Added |
| Sun Life Financial INC | 3,425 | $157.0K | 0.01% | −114−3.2% | Reduced |
| Bank of New Hampshire | 3,372 | $155.0K | 0.04% | +3,372 | New |
| Quent Capital, LLC | 3,166 | $145.0K | 0.03% | −6,363−66.8% | Reduced |
| First Horizon Advisors, Inc. | 3,144 | $145.0K | 0.01% | −5,258−62.6% | Reduced |
| Mascoma Wealth Management LLC | 3,094 | $142.0K | 0.05% | +134+4.5% | Added |
| Ellevest, Inc. | 3,012 | $138.0K | 0.01% | −5,027−62.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,005 | $138.0K | 0.00% | −284−8.6% | Reduced |
| TD Private Client Wealth LLC | 2,959 | $135.7K | 0.01% | +108+3.8% | Added |
| State of Wyoming | 2,928 | $134.0K | 0.07% | +1,634+126.3% | Added |
| Sageworth Trust Co of South Dakota | 2,905 | $133.0K | 0.25% | −4,218−59.2% | Reduced |
| Brewin Dolphin Ltd | 2,874 | $132.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,826 | $129.0K | 0.03% | −34−1.2% | Reduced |
| Costello Asset Management, INC | 2,759 | $127.0K | 0.09% | −71−2.5% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $125.1K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,748 | $125.0K | 0.02% | −577−17.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,684 | $123.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $121.0K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,629 | $121.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,631 | $120.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,600 | $120.0K | 0.06% | −22−0.8% | Reduced |
| Hanson & Doremus Investment Management | 2,555 | $117.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,548 | $117.0K | 0.02% | +611+31.5% | Added |
| Stephenson National Bank & Trust | 2,523 | $116.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $116.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,485 | $114.0K | 0.08% | −359−12.6% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $113.0K | 0.07% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 2,442 | $112.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,437 | $111.8K | 0.04% | +10+0.4% | Added |
| Raffa Wealth Management, LLC | 2,407 | $110.4K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 2,411 | $110.0K | 0.03% | −9−0.4% | Reduced |
| Seeyond | 2,392 | $109.0K | 0.01% | −48−2.0% | Reduced |
| Gables Capital Management Inc. | 2,350 | $108.0K | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 2,320 | $108.0K | 0.10% | 00.0% | Unchanged |
| NVWM, LLC | 2,348 | $107.0K | 0.03% | −33−1.4% | Reduced |
| Paloma Partners Management Co | 2,286 | $105.0K | 0.01% | −12,014−84.0% | Reduced |
| Clean Yield Group | 2,259 | $104.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,198 | $101.0K | 0.01% | −111−4.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,180 | $100.0K | 0.05% | −100−4.4% | Reduced |
| Paladin Advisory Group, LLC | 2,183 | $100.0K | 0.08% | +2,183 | New |
| Duncker Streett & Co Inc | 2,156 | $99.0K | 0.02% | −58−2.6% | Reduced |
| Crewe Advisors LLC | 2,169 | $99.0K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,150 | $99.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 2,150 | $99.0K | 0.01% | +200+10.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,110 | $97.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,113 | $97.0K | 0.01% | +289+15.8% | Added |
| Koshinski Asset Management, Inc. | 2,111 | $96.8K | 0.01% | −969−31.5% | Reduced |
| Massmutual Trust Co FSB | 2,095 | $96.0K | 0.00% | −8−0.4% | Reduced |
| Vectors Research Management, LLC | 2,099 | $96.0K | 0.02% | −10.0% | Reduced |
| Ulland Investment Advisors, LLC | 2,099 | $96.0K | 0.07% | +60+2.9% | Added |
| Addison Advisors LLC | 2,062 | $95.0K | 0.05% | +484+30.7% | Added |
| TD Ameritrade Investment Management, LLC | 2,080 | $95.0K | 0.00% | +532+34.4% | Added |
| Fortis Advisors, LLC | 2,050 | $94.0K | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,050 | $94.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,004 | $92.0K | 0.02% | +1,493+292.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $91.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,985 | $91.0K | 0.07% | +1,985 | New |
| Herold Advisors, Inc. | 1,967 | $90.3K | 0.03% | +1,967 | New |
| M&R Capital Management Inc | 1,965 | $90.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,933 | $89.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,300 | $88.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,324 | $88.0K | 0.01% | +2,324 | New |
| Carolinas Wealth Consulting LLC | 1,896 | $87.0K | 0.02% | +1+0.1% | Added |
| Carl Stuart Investment Advisor, Inc | 1,882 | $86.3K | 0.06% | +1,882 | New |
| Howe & Rusling Inc | 1,835 | $84.0K | 0.01% | −250−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,809 | $83.0K | 0.01% | +71+4.1% | Added |
| Johnson Financial Group, Inc. | 1,798 | $82.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,756 | $81.0K | 0.01% | −4,610−72.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,765 | $81.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,750 | $80.0K | 0.02% | −115−6.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,715 | $79.0K | 0.03% | +3+0.2% | Added |
| Acima Private Wealth, LLC | 1,669 | $77.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,655 | $76.0K | 0.01% | −50−2.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $76.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 1,660 | $76.0K | 0.01% | +1,660 | New |
| First Community Trust NA | 1,612 | $74.0K | 0.07% | +15+0.9% | Added |
| TCI Wealth Advisors, Inc. | 1,529 | $70.0K | 0.01% | −281−15.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,494 | $69.0K | 0.02% | −960−39.1% | Reduced |
| Freedman Financial Associates, Inc. | 1,530 | $69.0K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,502 | $69.0K | 0.06% | +176+13.3% | Added |
| CVA Family Office, LLC | 1,477 | $68.0K | 0.02% | +225+18.0% | Added |
| Bellevue Asset Management, LLC | 1,432 | $66.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,368 | $63.0K | 0.01% | +1,368 | New |
| 1832 Asset Management L.P. | 1,380 | $62.0K | 0.00% | +1,380 | New |
| American Research & Management Co. | 1,325 | $61.0K | 0.01% | −25−1.9% | Reduced |
| Sargent Bickham Lagudis LLC | 1,324 | $60.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,300 | $60.0K | 0.01% | +1,300 | New |
| Sageworth Trust Co | 1,267 | $58.0K | 0.00% | −1,274−50.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,237 | $57.0K | 0.01% | −578−31.8% | Reduced |
| IndexIQ Advisors LLC | 1,231 | $57.0K | 0.00% | +1,231 | New |