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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 68,060 | $3.12M | 0.02% | +5,060+8.0% | Added |
| Lee Danner & Bass Inc | 67,576 | $3.10M | 0.26% | −357−0.5% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.05M | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65,313 | $3.00M | 0.02% | −1,859−2.8% | Reduced |
| Candriam Luxembourg S.C.A. | 65,241 | $2.99M | 0.02% | +12,089+22.7% | Added |
| GAM Holding AG | 65,100 | $2.99M | 0.15% | −12,357−16.0% | Reduced |
| Hall Laurie J Trustee | 64,810 | $2.97M | 1.14% | +4,555+7.6% | Added |
| Elo Mutual Pension Insurance Co | 64,748 | $2.97M | 0.09% | +2,054+3.3% | Added |
| Cohen Capital Management, Inc. | 64,090 | $2.94M | 0.51% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 63,753 | $2.92M | 0.00% | −32,827−34.0% | Reduced |
| Patten Group, Inc. | 63,696 | $2.92M | 0.82% | −375−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 63,568 | $2.92M | 0.01% | +4,483+7.6% | Added |
| AMG National Trust Bank | 63,471 | $2.91M | 0.09% | +763+1.2% | Added |
| Huber Capital Management LLC | 62,500 | $2.87M | 0.71% | −18,200−22.6% | Reduced |
| Nordea Investment Management AB | 60,222 | $2.85M | 0.00% | −5,049,970−98.8% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.84M | 1.29% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 61,554 | $2.82M | 0.11% | +140.0% | Added |
| Teachers Retirement System of the State of Kentucky | 60,627 | $2.78M | 0.03% | −2,638−4.2% | Reduced |
| Lazard Asset Management LLC | 60,446 | $2.77M | 0.00% | −7,054−10.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 59,393 | $2.72M | 0.55% | 00.0% | Unchanged |
| Stephens Inc | 59,373 | $2.72M | 0.04% | −359−0.6% | Reduced |
| Souders Financial Advisors | 59,225 | $2.72M | 0.79% | +2,511+4.4% | Added |
| Cohen Klingenstein LLC | 59,064 | $2.71M | 0.11% | 00.0% | Unchanged |
| Cullinan Associates Inc | 58,800 | $2.70M | 0.14% | +9,500+19.3% | Added |
| Delta Capital Management LLC | 58,365 | $2.68M | 1.78% | −8,072−12.1% | Reduced |
| Evercore Wealth Management, LLC | 57,585 | $2.64M | 0.05% | −518−0.9% | Reduced |
| Wealthfront Advisers LLC | 57,128 | $2.62M | 0.01% | −7,020−10.9% | Reduced |
| Silvercrest Asset Management Group LLC | 56,389 | $2.59M | 0.02% | +65+0.1% | Added |
| Stratos Wealth Partners, LTD. | 56,226 | $2.58M | 0.06% | −159−0.3% | Reduced |
| IFP Advisors, Inc | 192,550 | $2.56M | 0.03% | +107,151+125.5% | Added |
| Prio Wealth Limited Partnership | 55,687 | $2.55M | 0.08% | −6,241−10.1% | Reduced |
| Guggenheim Capital LLC | 55,679 | $2.55M | 0.02% | −22,366−28.7% | Reduced |
| JB Capital LLC | 55,544 | $2.55M | 0.25% | −174−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,344 | $2.54M | 0.05% | +326+0.6% | Added |
| CSM Advisors, LLC | 55,020 | $2.53M | 0.18% | −5,000−8.3% | Reduced |
| Kentucky Retirement Systems | 54,531 | $2.50M | 0.10% | +1,625+3.1% | Added |
| Heritage Investors Management Corp | 54,436 | $2.50M | 0.10% | 00.0% | Unchanged |
| Blair William & Co | 53,797 | $2.47M | 0.01% | −6,813−11.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,845 | $2.42M | 0.03% | −579−1.1% | Reduced |
| Ethic Inc. | 52,848 | $2.42M | 0.17% | +8,928+20.3% | Added |
| Metropolitan Life Insurance Co | 52,795 | $2.42M | 0.09% | −65,286−55.3% | Reduced |
| CIBC World Markets Corp | 52,014 | $2.39M | 0.02% | +21,124+68.4% | Added |
| AdvisorNet Financial, Inc | 51,876 | $2.38M | 0.15% | +34,576+199.9% | Added |
| CWM, LLC | 51,593 | $2.37M | 0.02% | +27,375+113.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,522 | $2.36M | 0.01% | +51,522 | New |
| Choate Investment Advisors | 51,447 | $2.36M | 0.13% | +31,390+156.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 51,387 | $2.36M | 0.06% | −9,714−15.9% | Reduced |
| Daiwa Securities Group Inc. | 51,335 | $2.35M | 0.01% | +2,663+5.5% | Added |
| Louisiana State Employees Retirement System | 54,000 | $2.35M | 0.06% | −300−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 50,917 | $2.34M | 0.18% | +39,241+336.1% | Added |
| LSV Asset Management | 50,700 | $2.33M | 0.00% | −1,400−2.7% | Reduced |
| Pacer Advisors, Inc. | 50,537 | $2.32M | 0.02% | −232−0.5% | Reduced |
| New Mexico Educational Retirement Board | 49,717 | $2.28M | 0.08% | −3,300−6.2% | Reduced |
| Achmea Investment Management B.V. | 48,321 | $2.22M | 0.06% | 00.0% | Unchanged |
| Veritable, L.P. | 48,289 | $2.21M | 0.03% | +730+1.5% | Added |
| Andrew Hill Investment Advisors, Inc. | 47,999 | $2.20M | 2.44% | −497−1.0% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.19M | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 47,683 | $2.19M | 0.13% | +88+0.2% | Added |
| Gilman Hill Asset Management, LLC | 47,315 | $2.17M | 0.49% | +549+1.2% | Added |
| Shell Asset Management Co | 46,879 | $2.15M | 0.05% | +2,442+5.5% | Added |
| YHB Investment Advisors, Inc. | 46,849 | $2.15M | 0.19% | +2,618+5.9% | Added |
| McMillion Capital Management Inc | 46,200 | $2.12M | 1.31% | −4,589−9.0% | Reduced |
| Prospector Partners LLC | 45,580 | $2.09M | 0.26% | +3,300+7.8% | Added |
| Monarch Capital Management Inc | 45,252 | $2.08M | 0.55% | +2,280+5.3% | Added |
| Trust Co of Vermont | 44,955 | $2.06M | 0.14% | −148−0.3% | Reduced |
| Parsons Capital Management Inc | 44,167 | $2.03M | 0.15% | +895+2.1% | Added |
| Tiaa, FSB | 43,584 | $2.00M | 0.01% | −1,782−3.9% | Reduced |
| Toroso Investments, LLC | 43,182 | $1.98M | 0.06% | +43,182 | New |
| STRS Ohio | 43,045 | $1.97M | 0.01% | −8,230−16.1% | Reduced |
| Canandaigua National Corp | 42,734 | $1.96M | 0.30% | −241−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 42,471 | $1.95M | 0.20% | −345−0.8% | Reduced |
| Prudential PLC | 41,761 | $1.92M | 0.03% | +20,207+93.8% | Added |
| Moors & Cabot, Inc. | 41,119 | $1.89M | 0.12% | −170−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 41,070 | $1.88M | 0.08% | +132+0.3% | Added |
| Cetera Advisor Networks LLC | 41,000 | $1.88M | 0.02% | −16,199−28.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 40,744 | $1.87M | 0.09% | +1,125+2.8% | Added |
| TD Waterhouse Canada Inc. | 39,571 | $1.86M | 0.02% | −12,001−23.3% | Reduced |
| IMA Wealth, Inc. | 40,531 | $1.86M | 0.43% | +780+2.0% | Added |
| Woodstock Corp | 40,353 | $1.85M | 0.22% | −6,826−14.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.83M | 0.50% | 00.0% | Unchanged |
| XXEC, Inc. | 41,982 | $1.83M | 1.28% | −203−0.5% | Reduced |
| Atria Investments LLC | 39,518 | $1.81M | 0.03% | −15,725−28.5% | Reduced |
| JustInvest LLC | 38,894 | $1.78M | 0.09% | +3,248+9.1% | Added |
| HRT Financial LP | 38,749 | $1.78M | 0.01% | +28,365+273.2% | Added |
| Whittier Trust Co of Nevada Inc | 38,506 | $1.77M | 0.06% | +172+0.4% | Added |
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 38,027 | $1.74M | 0.04% | −959−2.5% | Reduced |
| M Holdings Securities, Inc. | 37,683 | $1.73M | 0.13% | +37,683 | New |
| Thrivent Financial for Lutherans | 37,534 | $1.72M | 0.00% | −397−1.0% | Reduced |
| Lighthouse Investment Partners, LLC | 37,500 | $1.72M | 1.41% | +37,500 | New |
| Bokf, NA | 37,489 | $1.72M | 0.03% | +1,425+4.0% | 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 |
| Macquarie Group Ltd | 36,960 | $1.70M | 0.00% | +324+0.9% | Added |
| Impax Asset Management Group plc | 36,911 | $1.69M | 0.01% | +36,911 | New |
| Boston Private Wealth LLC | 36,759 | $1.69M | 0.02% | +321+0.9% | Added |
| Panagora Asset Management Inc | 36,481 | $1.67M | 0.01% | +10,445+40.1% | Added |
| Headinvest, LLC | 36,088 | $1.66M | 0.32% | −90.0% | Reduced |
| Glenview Trust Co | 35,861 | $1.65M | 0.05% | −3,731−9.4% | Reduced |