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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 21,278 | $976.0K | 0.10% | −1,865−8.1% | Reduced |
| Abbrea Capital, LLC | 20,980 | $962.0K | 0.13% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 20,897 | $962.0K | 0.63% | −687−3.2% | Reduced |
| Fractal Investments LLC | 20,896 | $958.0K | 0.28% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 17,652 | $958.0K | 0.32% | 00.0% | Unchanged |
| Maven Securities LTD | 20,890 | $958.0K | 0.20% | +14,534+228.7% | Added |
| Scotia Capital Inc. | 20,841 | $956.0K | 0.01% | −1,238−5.6% | Reduced |
| Shikiar Asset Management Inc | 20,765 | $952.0K | 0.27% | −37,975−64.6% | Reduced |
| Resources Investment Advisors, LLC. | 20,509 | $941.0K | 0.04% | +3,910+23.6% | Added |
| AlphaCrest Capital Management LLC | 20,461 | $939.0K | 0.05% | −60,913−74.9% | Reduced |
| Caldwell Trust Co | 20,443 | $937.7K | 0.11% | +149+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 20,315 | $932.0K | 0.11% | −3,083−13.2% | Reduced |
| Assetmark, Inc | 19,972 | $916.0K | 0.00% | +10,148+103.3% | Added |
| Salem Investment Counselors Inc | 19,631 | $900.0K | 0.04% | −786−3.8% | Reduced |
| Lipe & Dalton | 19,613 | $900.0K | 0.44% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 19,629 | $900.0K | 0.19% | +4,639+30.9% | Added |
| Buffington Mohr McNeal | 19,559 | $897.0K | 0.17% | +1,500+8.3% | Added |
| Umb Bank N A | 19,497 | $894.0K | 0.01% | −263−1.3% | Reduced |
| Brown Advisory Securities, LLC | 19,481 | $893.0K | 0.52% | −2,019−9.4% | Reduced |
| Bessemer Group Inc | 19,362 | $888.0K | 0.00% | +482+2.6% | Added |
| AE Wealth Management LLC | 19,129 | $877.0K | 0.01% | +1,092+6.1% | Added |
| Pinnacle Associates Ltd | 19,100 | $876.0K | 0.02% | −877−4.4% | Reduced |
| Bridges Investment Management Inc | 19,043 | $874.0K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $872.0K | 0.18% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 18,335 | $871.0K | 0.02% | −777−4.1% | Reduced |
| Patten & Patten Inc | 18,856 | $865.0K | 0.06% | −182−1.0% | Reduced |
| Corient Capital Partners, LLC | 18,744 | $860.0K | 0.06% | +50.0% | Added |
| Reynolds Investment Management, Inc. | 18,687 | $857.0K | 0.25% | +18,687 | New |
| Advisory Services Network, LLC | 18,552 | $851.0K | 0.03% | −20.0% | Reduced |
| CIBC World Markets Inc. | 18,400 | $844.0K | 0.00% | −3,136−14.6% | Reduced |
| Wendell David Associates Inc | 18,365 | $842.0K | 0.09% | −1,530−7.7% | Reduced |
| CAPROCK Group, Inc. | 18,188 | $834.0K | 0.08% | +3,186+21.2% | Added |
| Penobscot Investment Management Company, Inc. | 18,132 | $832.0K | 0.12% | −457−2.5% | Reduced |
| Lake Street Advisors Group, LLC | 18,018 | $827.0K | 0.05% | +1,239+7.4% | Added |
| Clearstead Advisors, LLC | 17,851 | $819.0K | 0.06% | +9,500+113.8% | Added |
| Quantum Private Wealth, LLC | 17,845 | $818.0K | 0.35% | 00.0% | Unchanged |
| Colony Group LLC | 17,842 | $818.0K | 0.01% | +11,179+167.8% | Added |
| Desjardins Global Asset Management Inc. | 17,794 | $816.0K | 0.07% | +205+1.2% | Added |
| Boyd Watterson Asset Management LLC | 17,713 | $812.0K | 0.30% | +263+1.5% | Added |
| Trust Co of Toledo NA | 17,679 | $811.0K | 0.12% | −9−0.1% | Reduced |
| EagleClaw Capital Managment, LLC | 17,650 | $810.0K | 0.19% | +550+3.2% | Added |
| International Assets Investment Management, LLC | 17,644 | $809.0K | 0.15% | −5,164−22.6% | Reduced |
| Waters Parkerson & Co., LLC | 17,550 | $805.0K | 0.04% | −111−0.6% | Reduced |
| Miller Investment Management, LP | 17,500 | $803.0K | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 17,168 | $788.0K | 0.08% | −1,568−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,165 | $787.4K | 0.01% | −170−1.0% | Reduced |
| Estabrook Capital Management | 17,065 | $782.8K | 0.12% | +32+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $775.0K | 0.10% | −7,100−29.6% | Reduced |
| Fort, L.P. | 16,755 | $769.0K | 0.29% | +1,562+10.3% | Added |
| American Portfolios Advisors | 16,756 | $768.6K | 0.03% | −1,667−9.0% | Reduced |
| Merit Financial Group, LLC | 16,537 | $759.0K | 0.05% | −189−1.1% | Reduced |
| Parallel Advisors, LLC | 15,959 | $759.0K | 0.03% | −487−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 16,427 | $754.0K | 0.03% | +2,964+22.0% | Added |
| Nomura Holdings Inc | 16,321 | $752.0K | 0.01% | −80,131−83.1% | Reduced |
| Connectus Wealth, LLC | 13,821 | $750.0K | 0.02% | −9,354−40.4% | Reduced |
| American Century Companies Inc | 16,359 | $750.0K | 0.00% | +3,700+29.2% | Added |
| Parsec Financial Management, Inc. | 16,238 | $745.0K | 0.03% | +340+2.1% | Added |
| Assenagon Asset Management S.A. | 16,181 | $742.0K | 0.00% | +1,276+8.6% | Added |
| Atlantic Union Bankshares Corp | 16,156 | $741.0K | 0.06% | −224−1.4% | Reduced |
| Webster Bank, N. A. | 16,060 | $737.0K | 0.09% | −450−2.7% | Reduced |
| River Wealth Advisors LLC | 16,019 | $735.0K | 0.12% | −158−1.0% | Reduced |
| Simmons Bank | 16,029 | $735.0K | 0.06% | −33−0.2% | Reduced |
| Home Federal Bank of Tennessee | 15,989 | $733.0K | 0.25% | +425+2.7% | Added |
| Integrated Wealth Concepts LLC | 15,948 | $732.0K | 0.02% | +200+1.3% | Added |
| Empirical Finance, LLC | 15,966 | $732.0K | 0.08% | +1,842+13.0% | Added |
| Forte Capital LLC | 13,403 | $727.0K | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 15,821 | $726.0K | 0.03% | +15,821 | New |
| Montag A & Associates Inc | 15,790 | $724.0K | 0.04% | −695−4.2% | Reduced |
| Crestwood Advisors Group LLC | 15,706 | $720.0K | 0.02% | −10,004−38.9% | Reduced |
| David Loasby | 16,571 | $719.0K | 0.09% | +39+0.2% | Added |
| Donoghue Forlines LLC | 15,645 | $718.0K | 0.16% | +15,645 | New |
| Valley Brook Capital Group | 15,561 | $713.0K | 0.62% | −199−1.3% | Reduced |
| Westhampton Capital, LLC | 15,517 | $712.0K | 0.46% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 15,528 | $712.0K | 0.04% | −447−2.8% | Reduced |
| ELCO Management Co., LLC | 15,474 | $710.0K | 0.48% | 00.0% | Unchanged |
| Capital City Trust Co | 15,443 | $709.0K | 0.20% | −659−4.1% | Reduced |
| Foster & Motley Inc | 15,359 | $705.0K | 0.06% | −356−2.3% | Reduced |
| Virtu Financial LLC | 15,358 | $704.0K | 0.05% | +6,194+67.6% | Added |
| Bryn Mawr Trust Co | 15,317 | $702.0K | 0.03% | −1,032−6.3% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $695.0K | 0.54% | +9,000+146.3% | Added |
| Cigna Investments Inc | 15,053 | $690.0K | 0.09% | −4,431−22.7% | Reduced |
| Sandy Spring Bank | 14,918 | $684.0K | 0.03% | −1,549−9.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,895 | $683.0K | 0.01% | +3,767+33.9% | Added |
| XTX Topco Ltd | 14,890 | $683.0K | 0.30% | +14,890 | New |
| Baldwin Investment Management, LLC | 14,652 | $672.0K | 0.19% | −415−2.8% | Reduced |
| Meeder Asset Management Inc | 14,602 | $670.0K | 0.03% | +6,404+78.1% | Added |
| Venture Visionary Partners LLC | 14,604 | $669.0K | 0.04% | +62+0.4% | Added |
| True North Advisors, LLC | 14,554 | $667.0K | 0.18% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 14,501 | $665.0K | 0.15% | +14,501 | New |
| TRUE Private Wealth Advisors | 16,813 | $662.0K | 0.09% | −566−3.3% | Reduced |
| Polar Capital Holdings Plc | 14,435 | $662.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,904 | $661.0K | 0.02% | −5,457−28.2% | Reduced |
| Triangle Securities Wealth Management | 14,403 | $661.0K | 0.22% | −1,411−8.9% | Reduced |
| Ar Asset Management Inc | 14,400 | $661.0K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 14,251 | $654.0K | 0.06% | +382+2.8% | Added |
| HAP Trading, LLC | 14,232 | $653.0K | 0.07% | −12,718−47.2% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $646.0K | 0.35% | −1,087−7.2% | Reduced |
| Everett Harris & Co | 14,021 | $643.0K | 0.01% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,985 | $641.0K | 0.15% | −116−0.8% | Reduced |
| HB Wealth Management, LLC | 13,955 | $640.0K | 0.01% | +9,149+190.4% | Added |