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 |
|---|---|---|---|---|---|
| Strategic Capital Advisers, Inc. | 35,811 | $1.64M | 1.25% | +579+1.6% | Added |
| Banque Cantonale Vaudoise | 35,732 | $1.64M | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 35,097 | $1.61M | 0.05% | +1,184+3.5% | Added |
| Gotham Asset Management, LLC | 34,898 | $1.60M | 0.05% | +34,898 | New |
| Gofen & Glossberg LLC | 34,844 | $1.60M | 0.04% | −1,818−5.0% | Reduced |
| AIA Group Ltd | 34,774 | $1.59M | 0.07% | +21,994+172.1% | Added |
| Whittier Trust Co | 34,585 | $1.59M | 0.03% | +104+0.3% | Added |
| Essex Financial Services, Inc. | 34,422 | $1.58M | 0.15% | −2,549−6.9% | Reduced |
| E. Ohman J:or Asset Management AB | 34,300 | $1.57M | 0.05% | −5,000−12.7% | Reduced |
| Burney Co | 34,190 | $1.57M | 0.07% | −1,542−4.3% | Reduced |
| KCM Investment Advisors LLC | 34,158 | $1.57M | 0.06% | −1,258−3.6% | Reduced |
| Pacific Global Investment Management CO | 33,863 | $1.55M | 0.30% | −1,324−3.8% | Reduced |
| MUFG Americas Holdings Corp | 33,785 | $1.55M | 0.03% | −1,174−3.4% | Reduced |
| Poehling Capital Management, LLC | 33,392 | $1.53M | 0.47% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 33,173 | $1.52M | 0.03% | +1,083+3.4% | Added |
| Avantax Advisory Services, Inc. | 33,067 | $1.52M | 0.02% | +3,603+12.2% | Added |
| Montecito Bank & Trust | 32,887 | $1.51M | 0.28% | −1,341−3.9% | Reduced |
| Savant Capital, LLC | 32,735 | $1.50M | 0.05% | +2,199+7.2% | Added |
| Cetera Advisors LLC | 32,554 | $1.49M | 0.03% | −2,563−7.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,408 | $1.49M | 0.03% | −1,185−3.5% | Reduced |
| Bartlett & Co. LLC | 32,408 | $1.49M | 0.03% | −1,185−3.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 30,840 | $1.46M | 0.04% | −695−2.2% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.46M | 1.00% | −86,325−73.1% | Reduced |
| Breiter Capital Management Inc | 31,735 | $1.46M | 0.72% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 31,627 | $1.45M | 0.01% | −40,378−56.1% | Reduced |
| GWM Advisors LLC | 31,360 | $1.44M | 0.02% | +14,855+90.0% | Added |
| Ieq Capital, LLC | 31,025 | $1.42M | 0.03% | −746−2.3% | 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 |
| Allstate Corp | 30,738 | $1.41M | 0.04% | −38,578−55.7% | Reduced |
| Curbstone Financial Management Corp | 30,638 | $1.41M | 0.26% | −70−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 30,605 | $1.40M | 0.02% | +30,605 | New |
| Proequities, Inc. | 30,579 | $1.40M | 0.10% | −3,521−10.3% | Reduced |
| Financial Advocates Investment Management | 30,305 | $1.39M | 0.09% | −669−2.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 30,000 | $1.38M | 0.98% | −2,500−7.7% | Reduced |
| Blue Square Asset Management, LLC | 29,912 | $1.37M | 1.15% | −3,445−10.3% | Reduced |
| Regentatlantic Capital LLC | 29,503 | $1.35M | 0.04% | +367+1.3% | Added |
| Delta Financial Advisors LLC | 29,250 | $1.34M | 0.57% | +40.0% | Added |
| Kraematon Investment Advisors, Inc | 29,179 | $1.34M | 1.27% | −292−1.0% | Reduced |
| FineMark National Bank & Trust | 28,974 | $1.33M | 0.05% | −945−3.2% | Reduced |
| Sawgrass Asset Management LLC | 28,440 | $1.30M | 0.14% | +28,440 | New |
| Palladium Partners LLC | 28,353 | $1.30M | 0.06% | −479−1.7% | Reduced |
| Central Trust Co | 28,271 | $1.30M | 0.04% | −338−1.2% | Reduced |
| First Hawaiian Bank | 27,975 | $1.28M | 0.04% | +45+0.2% | Added |
| Lavaca Capital LLC | 27,948 | $1.28M | 0.55% | +1,630+6.2% | Added |
| Neville Rodie & Shaw Inc | 27,733 | $1.28M | 0.09% | −270−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,757 | $1.27M | 0.00% | −45,845−62.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,449 | $1.26M | 0.00% | −197−0.7% | Reduced |
| Fishman Jay A Ltd | 27,192 | $1.25M | 0.14% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 27,058 | $1.24M | 0.13% | −503−1.8% | Reduced |
| South Dakota Investment Council | 26,809 | $1.23M | 0.02% | −2,250−7.7% | Reduced |
| 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 |
| AdvisorShares Investments LLC | 26,375 | $1.21M | 0.20% | +2,225+9.2% | Added |
| Segall Bryant & Hamill, LLC | 26,188 | $1.20M | 0.01% | −2,002−7.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.19M | 0.16% | 00.0% | Unchanged |
| Jefferies Group LLC | 26,000 | $1.19M | 0.03% | +26,000 | New |
| MAI Capital Management | 25,848 | $1.19M | 0.02% | +128+0.5% | Added |
| First Manhattan Co | 25,832 | $1.18M | 0.00% | +3,545+15.9% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.18M | 0.06% | 00.0% | Unchanged |
| Selway Asset Management | 25,565 | $1.17M | 0.57% | +1,650+6.9% | Added |
| Symphony Financial, Ltd. Co. | 27,048 | $1.17M | 0.28% | +4,110+17.9% | Added |
| Cetera Investment Advisers | 25,434 | $1.17M | 0.02% | −3,575−12.3% | Reduced |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 25,252 | $1.16M | 0.10% | +2,085+9.0% | Added |
| Citizens Business Bank | 25,186 | $1.16M | 0.14% | +635+2.6% | Added |
| united american securities inc. (d/b/a uas asset management) | 25,125 | $1.15M | 0.26% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 25,000 | $1.15M | 4.17% | 00.0% | Unchanged |
| Busey Wealth Management | 24,940 | $1.14M | 0.05% | −368−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,481 | $1.12M | 0.02% | −600−2.4% | Reduced |
| Investment Management of Virginia LLC | 24,451 | $1.12M | 0.20% | +1,694+7.4% | Added |
| Dowling & Yahnke LLC | 24,110 | $1.11M | 0.05% | −1,710−6.6% | Reduced |
| Aquila Investment Management LLC | 24,000 | $1.10M | 0.62% | −20,000−45.5% | Reduced |
| Exane Derivatives | 23,926 | $1.10M | 0.31% | +11,408+91.1% | Added |
| National Asset Management, Inc. | 23,893 | $1.10M | 0.04% | −245−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 23,804 | $1.09M | 0.09% | +23,804 | New |
| Van Hulzen Asset Management, LLC | 23,300 | $1.07M | 0.11% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 23,317 | $1.06M | 0.80% | +1,893+8.8% | Added |
| Wedbush Securities Inc | 23,017 | $1.06M | 0.05% | −5,490−19.3% | Reduced |
| Garrison Point Advisors, LLC | 23,005 | $1.05M | 0.74% | 00.0% | Unchanged |
| Tower Bridge Advisors | 22,992 | $1.05M | 0.07% | −425−1.8% | Reduced |
| Vontobel Holding Ltd. | 22,078 | $1.05M | 0.01% | −2,473−10.1% | Reduced |
| Riverview Capital Advisers, LLC | 22,887 | $1.05M | 0.48% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,720 | $1.04M | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Redpoint Investment Management Pty Ltd | 22,322 | $1.02M | 0.10% | +4,825+27.6% | Added |
| Bollard Group LLC | 22,260 | $1.02M | 0.03% | −455−2.0% | Reduced |
| Johnson Investment Counsel Inc | 22,209 | $1.02M | 0.01% | −547−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,300 | $1.02M | 0.01% | −44,018−66.4% | Reduced |
| Liberty Capital Management, Inc. | 21,887 | $1.00M | 0.29% | −267−1.2% | Reduced |
| Rossmore Private Capital | 21,822 | $1.00M | 0.16% | −23−0.1% | Reduced |
| Aaron Wealth Advisors | 45,640 | $995.0K | 0.02% | +45,640 | New |
| Moody National Bank Trust Division | 21,682 | $994.0K | 0.03% | −2,815−11.5% | Reduced |
| Boothbay Fund Management, LLC | 21,506 | $986.0K | 0.03% | +5,349+33.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $984.0K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 21,425 | $983.0K | 0.28% | −35−0.2% | Reduced |