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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 9,911 | $455.0K | 0.05% | −537−5.1% | Reduced |
| Washington Trust Bank | 9,907 | $454.0K | 0.05% | +1,872+23.3% | Added |
| Verdence Capital Advisors LLC | 9,823 | $451.0K | 0.05% | +20.0% | Added |
| Profund Advisors LLC | 9,810 | $450.0K | 0.02% | −1,228−11.1% | Reduced |
| B. Riley Wealth Management, Inc. | 9,758 | $448.0K | 0.03% | −222−2.2% | Reduced |
| Ferris Capital, LLC | 9,751 | $447.0K | 0.10% | +147+1.5% | Added |
| Chemung Canal Trust Co | 9,713 | $445.0K | 0.09% | −250−2.5% | Reduced |
| Country Club Bank | 9,359 | $445.0K | 0.04% | +9,359 | New |
| Tokio Marine Asset Management Co Ltd | 9,675 | $444.0K | 0.04% | −2,717−21.9% | Reduced |
| New England Guild Wealth Advisors, Inc. | 9,674 | $444.0K | 0.24% | −446−4.4% | Reduced |
| Berkshire Bank | 9,633 | $442.0K | 0.10% | −340−3.4% | Reduced |
| Lake Street Financial LLC | 9,614 | $441.0K | 0.08% | −1,598−14.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,625 | $441.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 9,543 | $438.0K | 0.02% | −762−7.4% | Reduced |
| Monterey Private Wealth, Inc. | 9,179 | $437.0K | 0.21% | +302+3.4% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $435.0K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 9,475 | $434.0K | 0.19% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,417 | $432.0K | 0.09% | −800−7.8% | Reduced |
| Enterprise Financial Services Corp | 9,391 | $431.0K | 0.07% | −248−2.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,406 | $431.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 9,360 | $429.0K | 0.03% | −200−2.1% | Reduced |
| First City Capital Management, Inc. | 9,215 | $423.0K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 8,898 | $423.0K | 0.02% | +8,898 | New |
| Tucker Asset Management LLC | 9,219 | $422.9K | 0.13% | +74+0.8% | Added |
| Bayesian Capital Management, LP | 9,200 | $422.0K | 0.06% | +9,200 | New |
| Pointe Capital Management LLC | 9,190 | $421.0K | 0.27% | −1,213−11.7% | Reduced |
| Tiemann Investment Advisors, LLC | 9,121 | $418.0K | 0.19% | −115−1.2% | Reduced |
| Beck Mack & Oliver LLC | 9,094 | $417.0K | 0.01% | −500−5.2% | Reduced |
| TownSquare Capital, LLC | 9,047 | $415.0K | 0.01% | −29−0.3% | Reduced |
| Atwood & Palmer Inc | 9,025 | $414.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 8,873 | $411.0K | 0.02% | −163−1.8% | Reduced |
| Financial Advisory Group | 8,937 | $410.0K | 0.08% | 00.0% | Unchanged |
| Covington Capital Management | 8,939 | $410.0K | 0.01% | +670+8.1% | Added |
| Exencial Wealth Advisors, LLC | 8,909 | $409.0K | 0.02% | −415−4.5% | Reduced |
| Marco Investment Management LLC | 8,913 | $409.0K | 0.04% | +8,913 | New |
| Siemens Fonds Invest GmbH | 8,864 | $407.0K | 0.03% | 00.0% | Unchanged |
| BTR Capital Management Inc | 8,850 | $406.0K | 0.05% | −1,105−11.1% | Reduced |
| Boenning & Scattergood, Inc. | 8,822 | $405.0K | 0.07% | −293−3.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,796 | $404.0K | 0.04% | −1,250−12.4% | Reduced |
| Brinker Capital Investments, LLC | 8,813 | $404.0K | 0.01% | +400+4.8% | Added |
| Fiduciary Group LLC | 10,668 | $401.0K | 0.05% | −452−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 8,750 | $401.0K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,728 | $400.0K | 0.13% | −1,300−13.0% | Reduced |
| Wellington Management Group LLP | 8,716 | $400.0K | 0.00% | +900+11.5% | Added |
| Horizon Investments, LLC | 8,732 | $399.0K | 0.01% | +858+10.9% | Added |
| Neo Ivy Capital Management | 8,666 | $398.0K | 0.36% | −907−9.5% | Reduced |
| Aptus Capital Advisors, LLC | 8,593 | $394.0K | 0.01% | −62,480−87.9% | Reduced |
| HBK Sorce Advisory LLC | 8,593 | $394.0K | 0.02% | −284−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $394.0K | 0.13% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $393.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,566 | $393.0K | 0.01% | +328+4.0% | Added |
| CFO4Life Group, LLC | 8,560 | $393.0K | 0.08% | +615+7.7% | Added |
| Azimuth Capital Management LLC | 8,535 | $392.0K | 0.02% | −200−2.3% | Reduced |
| Piscataqua Savings Bank | 8,546 | $392.0K | 0.28% | +552+6.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,517 | $391.0K | 0.04% | +2,592+43.7% | Added |
| American National Registered Investment Advisor, Inc. | 8,498 | $390.0K | 0.14% | −388−4.4% | Reduced |
| McDonald Partners LLC | 8,479 | $389.0K | 0.08% | +8,369+7,608.2% | Added |
| NTV Asset Management LLC | 8,463 | $388.0K | 0.07% | +15+0.2% | Added |
| Fulcrum Asset Management LLP | – | $387.0K | 0.11% | – | – |
| YorkBridge Wealth Partners, LLC | 8,433 | $387.0K | 0.08% | −40−0.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,404 | $385.0K | 0.07% | −542−6.1% | Reduced |
| DCM Advisors, LLC | 8,386 | $385.0K | 0.14% | −550−6.2% | Reduced |
| Clarius Group, LLC | 7,085 | $384.0K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,353 | $383.0K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,269 | $379.0K | 0.02% | −2,036−19.8% | Reduced |
| Oppenheimer Asset Management Inc. | 8,174 | $375.0K | 0.01% | −882−9.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,292 | $375.0K | 0.13% | +7+0.1% | Added |
| Farmers Trust Co | 8,137 | $373.0K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 8,116 | $373.0K | 0.05% | +198+2.5% | Added |
| Eagle Asset Management Inc | 8,131 | $372.0K | 0.00% | −258−3.1% | Reduced |
| Sunbelt Securities, Inc. | 7,788 | $370.0K | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,048 | $369.0K | 0.06% | −23−0.3% | Reduced |
| Logan Capital Management Inc | 8,004 | $367.0K | 0.02% | +3,200+66.6% | Added |
| Veriti Management LLC | 7,965 | $365.0K | 0.04% | +457+6.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,910 | $363.0K | 0.23% | −771−8.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,933 | $363.0K | 0.03% | −195−2.4% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $362.0K | 0.18% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 7,884 | $362.0K | 0.09% | +12+0.2% | Added |
| Wade G W & Inc | 7,804 | $358.0K | 0.02% | −884−10.2% | Reduced |
| Blueshift Asset Management, LLC | 7,756 | $356.0K | 0.03% | −532−6.4% | Reduced |
| Kovack Advisors, Inc. | 7,736 | $354.0K | 0.04% | −2,137−21.6% | Reduced |
| Valeo Financial Advisors, LLC | 7,722 | $354.0K | 0.02% | −1,262−14.0% | Reduced |
| SlateStone Wealth, LLC | 7,717 | $354.0K | 0.08% | −362−4.5% | Reduced |
| First National Trust Co | 7,679 | $352.0K | 0.02% | −572−6.9% | Reduced |
| Money Concepts Capital Corp | 7,668 | $352.0K | 0.02% | +7,668 | New |
| St Germain D J Co Inc | 7,624 | $350.0K | 0.02% | −342−4.3% | Reduced |
| Regent Investment Management LLC | 7,622 | $350.0K | 0.08% | −60−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,636 | $350.0K | 0.04% | +439+6.1% | Added |
| Bank of the West | 7,623 | $349.0K | 0.04% | −2,528−24.9% | Reduced |
| Meridian Investment Counsel Inc. | 7,618 | $349.0K | 0.12% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 7,619 | $349.0K | 0.03% | +800+11.7% | Added |
| Farmers National Bank | 7,494 | $343.7K | 0.12% | 00.0% | Unchanged |
| Fruth Investment Management | 7,481 | $343.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,493 | $343.0K | 0.01% | +1,412+23.2% | Added |
| Balentine LLC | 7,478 | $343.0K | 0.01% | +7,478 | New |
| Shelton Capital Management | 7,425 | $341.0K | 0.01% | −100−1.3% | Reduced |
| Waldron Private Wealth LLC | 7,408 | $339.0K | 0.02% | +1,200+19.3% | Added |
| Burleson & Company, LLC | 7,365 | $338.0K | 0.05% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 7,354 | $337.0K | 0.01% | +123+1.7% | Added |
| Quadrant Capital Group LLC | 7,357 | $337.0K | 0.04% | +490+7.1% | Added |