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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 13,942 | $640.0K | 0.01% | +13,942 | New |
| GYL Financial Synergies, LLC | 13,940 | $639.0K | 0.15% | +337+2.5% | Added |
| IBM Retirement Fund | 13,864 | $636.0K | 0.09% | −602−4.2% | Reduced |
| Security National Bank of So Dak | 13,841 | $635.0K | 0.44% | +40+0.3% | Added |
| Allred Capital Management, LLC | 13,842 | $634.0K | 0.33% | −40−0.3% | Reduced |
| Winton Group Ltd | 13,792 | $633.0K | 0.03% | −13,039−48.6% | Reduced |
| Chicago Capital, LLC | 13,802 | $633.0K | 0.03% | +765+5.9% | Added |
| Resources Management Corp | 13,784 | $632.0K | 0.09% | −5,219−27.5% | Reduced |
| Western Wealth Management, LLC | 13,783 | $632.0K | 0.03% | +6,691+94.3% | Added |
| Morningstar Investment Services LLC | 13,214 | $631.0K | 0.01% | +1,728+15.0% | Added |
| OPSEU Pension Plan Trust Fund | 13,649 | $630.0K | 0.15% | +225+1.7% | Added |
| Holderness Investments Co | 13,661 | $627.0K | 0.21% | +245+1.8% | Added |
| Kingsview Wealth Management, LLC | 13,661 | $626.6K | 0.03% | −645−4.5% | Reduced |
| Ahl Investment Management, Inc. | 13,527 | $620.0K | 0.57% | −160−1.2% | Reduced |
| Aull & Monroe Investment Management Corp | 13,456 | $617.0K | 0.28% | −50−0.4% | Reduced |
| Metis Global Partners, LLC | 13,451 | $617.0K | 0.07% | +5,880+77.7% | Added |
| Transform Wealth, LLC | 13,446 | $616.0K | 0.07% | +594+4.6% | Added |
| Trust Co of Virginia | 13,383 | $614.0K | 0.07% | −1,400−9.5% | Reduced |
| TrinityPoint Wealth, LLC | 13,380 | $614.0K | 0.11% | −355−2.6% | Reduced |
| Benedict Financial Advisors Inc | 13,368 | $613.0K | 0.16% | −29−0.2% | Reduced |
| Penserra Capital Management LLC | 13,359 | $612.0K | 0.01% | −2,276−14.6% | Reduced |
| Wetherby Asset Management Inc | 13,194 | $605.0K | 0.03% | +406+3.2% | Added |
| Community Bank, N.A. | 13,197 | $605.0K | 0.07% | +4,152+45.9% | Added |
| Journey Advisory Group, LLC | 13,167 | $604.0K | 0.15% | −700−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,106 | $601.0K | 0.04% | −27−0.2% | Reduced |
| Groesbeck Investment Management Corp | 13,071 | $600.0K | 0.67% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,054 | $599.0K | 0.26% | −17−0.1% | Reduced |
| Vestcor Inc | 13,023 | $597.0K | 0.02% | +2,849+28.0% | Added |
| Compton Capital Management Inc | 12,974 | $595.0K | 0.17% | −710−5.2% | Reduced |
| Werlinich Asset Management, LLC | 12,840 | $589.0K | 0.45% | +265+2.1% | Added |
| Means Investment Co., Inc. | 12,824 | $588.0K | 0.11% | −1,001−7.2% | Reduced |
| Cambridge Trust Co | 12,646 | $580.0K | 0.02% | −1,444−10.2% | Reduced |
| Aldebaran Financial Inc. | 12,600 | $578.0K | 0.48% | +475+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,572 | $577.0K | 0.02% | +12,572 | New |
| Bath Savings Trust Co | 12,516 | $574.0K | 0.07% | −783−5.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,405 | $569.0K | 0.06% | −712−5.4% | Reduced |
| Burns J W & Co Inc | 12,376 | $568.0K | 0.09% | −3,529−22.2% | Reduced |
| Financial Counselors Inc | 12,370 | $567.0K | 0.01% | −718−5.5% | Reduced |
| Gladstone Institutional Advisory LLC | 12,260 | $562.0K | 0.04% | +3,181+35.0% | Added |
| Cerity Partners LLC | 12,155 | $559.0K | 0.01% | −841−6.5% | Reduced |
| Investment Advisory Services Inc | 12,180 | $559.0K | 0.31% | +21+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 12,085 | $554.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 12,025 | $552.0K | 0.05% | −93−0.8% | Reduced |
| Meridian Management Co | 12,040 | $552.0K | 0.18% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 12,023 | $551.0K | 0.04% | −25−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 11,878 | $545.0K | 0.12% | −35−0.3% | Reduced |
| Frontier Wealth Management LLC | 12,990 | $543.0K | 0.01% | −1,579−10.8% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $543.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 11,789 | $541.0K | 0.01% | +313+2.7% | Added |
| Snowden Capital Advisors LLC | 11,808 | $541.0K | 0.02% | +4,667+65.4% | Added |
| Papp L Roy & Associates | 11,763 | $540.0K | 0.07% | −148−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,625 | $533.0K | 0.11% | −138−1.2% | Reduced |
| Donaldson Capital Management, LLC | 11,522 | $529.0K | 0.02% | −2,810−19.6% | Reduced |
| Private Capital Group, LLC | 11,519 | $528.0K | 0.12% | −304−2.6% | Reduced |
| Boston Trust Walden Corp | 11,521 | $528.0K | 0.00% | +60+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 11,494 | $527.0K | 0.03% | +860+8.1% | Added |
| Oak Thistle LLC | 11,456 | $525.0K | 0.28% | −1,284−10.1% | Reduced |
| Kestra Private Wealth Services, LLC | 11,399 | $523.0K | 0.03% | −2,870−20.1% | Reduced |
| ICW Investment Advisors LLC | 11,392 | $523.0K | 0.30% | +496+4.6% | Added |
| Shayne & Co., LLC | 11,310 | $519.0K | 0.26% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 11,284 | $518.0K | 0.03% | −1,142−9.2% | Reduced |
| Flputnam Investment Management Co | 11,266 | $517.0K | 0.02% | −380−3.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,228 | $515.0K | 0.01% | −550−4.7% | Reduced |
| Ledyard National Bank | 11,198 | $514.0K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 11,183 | $513.0K | 0.07% | −10,255−47.8% | Reduced |
| Symmetry Partners, LLC | 11,188 | $513.0K | 0.03% | +1,743+18.5% | Added |
| Osborne Partners Capital Management, LLC | 11,036 | $506.0K | 0.04% | −1,997−15.3% | Reduced |
| Independent Advisor Alliance | 11,027 | $506.0K | 0.02% | +995+9.9% | Added |
| Ameritas Investment Partners, Inc. | 10,964 | $503.0K | 0.02% | −447−3.9% | Reduced |
| Dividend Assets Capital, LLC | 10,910 | $500.0K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,847 | $498.0K | 0.08% | −117−1.1% | Reduced |
| L & S Advisors Inc | 10,825 | $497.0K | 0.06% | −46,548−81.1% | Reduced |
| Lincoln National Corp | 10,850 | $497.0K | 0.01% | −3,872−26.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,877 | $494.0K | 0.02% | +63+0.5% | Added |
| Greenleaf Trust | 10,751 | $493.0K | 0.01% | −165−1.5% | Reduced |
| Security National Bank of Sioux City Iowa | 10,724 | $492.0K | 0.37% | −696−6.1% | Reduced |
| Rockbridge Investment Management, LCC | 10,601 | $488.1K | 0.08% | +53+0.5% | Added |
| South State Corp. | 10,640 | $488.0K | 0.04% | −3,701−25.8% | Reduced |
| Grimes & Company, Inc. | 10,613 | $487.0K | 0.03% | −1,721−14.0% | Reduced |
| PEAK6 Investments LLC | 10,589 | $486.0K | 0.01% | −52,556−83.2% | Reduced |
| Moneta Group Investment Advisors LLC | 10,595 | $486.0K | 0.02% | +31+0.3% | Added |
| Laurion Capital Management LP | 10,510 | $482.0K | 0.01% | +10,510 | New |
| Jacobi Capital Management LLC | 10,475 | $481.0K | 0.06% | +432+4.3% | Added |
| 1st Source Bank | 10,436 | $479.0K | 0.03% | +82+0.8% | Added |
| Bull Street Advisors, LLC | 10,402 | $477.0K | 0.23% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,343 | $475.0K | 0.02% | −41−0.4% | Reduced |
| Boston Financial Mangement LLC | 10,309 | $473.0K | 0.02% | +1,057+11.4% | Added |
| Exchange Traded Concepts, LLC | 10,287 | $472.0K | 0.01% | +4,560+79.6% | Added |
| Carret Asset Management, LLC | 10,199 | $468.0K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,109 | $464.0K | 0.06% | +1,575+18.5% | Added |
| Wahed Invest LLC | 10,073 | $462.0K | 0.27% | −339−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,054 | $461.0K | 0.11% | −10,451−51.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,027 | $460.0K | 0.08% | −528−5.0% | Reduced |
| American National Insurance Co | 10,002 | $459.0K | 0.12% | −2,427−19.5% | Reduced |
| Canal Insurance CO | 10,000 | $459.0K | 0.13% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $459.0K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,989 | $458.0K | 0.01% | −338−3.3% | Reduced |
| Berkshire Asset Management LLC | 9,970 | $457.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 9,938 | $456.0K | 0.19% | +4,037+68.4% | Added |
| Charter Trust Co | 9,919 | $455.0K | 0.04% | −616−5.8% | Reduced |