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 |
|---|---|---|---|---|---|
| NTB Financial Corp | 7,351 | $337.0K | 0.24% | +920+14.3% | Added |
| DuPont Capital Management Corp | 7,354 | $337.0K | 0.01% | +3,218+77.8% | Added |
| SeaCrest Wealth Management, LLC | 7,313 | $335.0K | 0.04% | +30.0% | Added |
| Deseret Mutual Benefit Administrators | 7,283 | $334.0K | 0.07% | +2,732+60.0% | Added |
| Fund Management at Engine No. 1 LLC | 7,238 | $332.0K | 0.08% | +7,238 | New |
| TCTC Holdings, LLC | 7,222 | $331.0K | 0.01% | −2,126−22.7% | Reduced |
| Pinebridge Investments, L.P. | 7,200 | $330.0K | 0.00% | −65,078−90.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,198 | $330.0K | 0.02% | −325−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,172 | $329.0K | 0.04% | +165+2.4% | Added |
| Cornerstone Wealth Management, LLC | 7,160 | $328.0K | 0.03% | −477−6.2% | Reduced |
| Old National Bancorp | 7,146 | $328.0K | 0.01% | +722+11.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $327.0K | 0.10% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,123 | $327.0K | 0.54% | +177+2.5% | Added |
| Arete Wealth Advisors, LLC | 7,111 | $326.0K | 0.03% | −351−4.7% | Reduced |
| Cypress Capital Management LLC (WY) | 7,110 | $326.0K | 0.39% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,098 | $326.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,106 | $326.0K | 0.20% | +20.0% | Added |
| Kore Private Wealth LLC | 7,112 | $326.0K | 0.04% | +123+1.8% | Added |
| Forum Financial Management, LP | 7,089 | $325.0K | 0.02% | +910+14.7% | Added |
| Vident Investment Advisory, LLC | 7,049 | $324.0K | 0.01% | −20,016−74.0% | Reduced |
| Ancora Advisors, LLC | 7,064 | $324.0K | 0.01% | −2,713−27.7% | Reduced |
| Virtue Capital Management, LLC | 7,017 | $322.0K | 0.05% | −675−8.8% | Reduced |
| Sentry Investment Management LLC | 6,995 | $321.0K | 0.10% | −1,176−14.4% | Reduced |
| Eudaimonia Partners, LLC | 6,953 | $319.0K | 0.05% | +6,953 | New |
| Sound View Wealth Advisors Group, LLC | 6,939 | $318.0K | 0.06% | +4+0.1% | Added |
| Sovereign Financial Group, Inc. | 6,933 | $318.0K | 0.12% | +3,212+86.3% | Added |
| Goelzer Investment Management, Inc. | 6,915 | $317.0K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 6,890 | $316.0K | 0.01% | −351−4.8% | Reduced |
| Wintrust Investments LLC | 6,881 | $316.0K | 0.03% | −23−0.3% | Reduced |
| Altium Wealth Management LLC | 6,870 | $315.0K | 0.02% | −61−0.9% | Reduced |
| Teza Capital Management LLC | 6,851 | $314.0K | 0.12% | +6,851 | New |
| Fukoku Mutual Life Insurance Co | 6,780 | $311.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 6,751 | $310.0K | 0.00% | +6,751 | New |
| Athena Investment Management | 6,718 | $310.0K | 0.24% | +6,718 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $308.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,701 | $307.0K | 0.06% | +820+13.9% | Added |
| Dumont & Blake Investment Advisors LLC | 6,679 | $306.0K | 0.08% | +13+0.2% | Added |
| Essex Savings Bank | 6,664 | $306.0K | 0.10% | −23−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 6,639 | $305.0K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,609 | $303.0K | 0.01% | −30−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $303.0K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,572 | $301.5K | 0.07% | +6,572 | New |
| Forbes J M & Co LLP | 6,532 | $300.0K | 0.04% | +22+0.3% | Added |
| Conning Inc. | 6,449 | $296.0K | 0.01% | −1,250−16.2% | Reduced |
| Security National Bank | 6,454 | $296.0K | 0.07% | +6,454 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,439 | $295.0K | 0.00% | −143−2.2% | Reduced |
| LCM Capital Management Inc | 6,430 | $295.0K | 0.24% | +100+1.6% | Added |
| Asset Dedication, LLC | 6,334 | $294.0K | 0.03% | −86−1.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6,386 | $293.0K | 0.05% | −5−0.1% | Reduced |
| LMCG Investments, LLC | 6,391 | $293.0K | 0.02% | +6,391 | New |
| Diversified Trust Co | 6,363 | $292.0K | 0.01% | −1,233−16.2% | Reduced |
| Congress Wealth Management LLC | 6,298 | $289.0K | 0.01% | −649−9.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $289.0K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,330 | $289.0K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,283 | $288.0K | 0.17% | −130−2.0% | Reduced |
| Howland Capital Management LLC | 6,283 | $288.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,262 | $288.0K | 0.04% | +65+1.0% | Added |
| Woodmont Investment Counsel LLC | 6,270 | $288.0K | 0.03% | +233+3.9% | Added |
| Mandatum Life Insurance Co Ltd | 6,243 | $286.0K | 0.05% | +2,265+56.9% | Added |
| Chicago Trust Co NA | 6,230 | $285.0K | 0.06% | −90−1.4% | Reduced |
| Allworth Financial LP | 6,200 | $284.0K | 0.00% | +1,633+35.8% | Added |
| Sawtooth Solutions, LLC | 6,159 | $283.0K | 0.03% | −5,395−46.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $283.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,159 | $283.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,191 | $283.0K | 0.01% | +90+1.5% | Added |
| First International Bank & Trust | 6,183 | $283.0K | 0.10% | +860+16.2% | Added |
| Anchor Investment Management, LLC | 6,160 | $282.6K | 0.04% | −400−6.1% | Reduced |
| Center For Asset Management LLC | 6,145 | $282.0K | 0.22% | +6,145 | New |
| Hancock Whitney Corp | 6,123 | $281.0K | 0.01% | −78−1.3% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $281.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,122 | $281.0K | 0.62% | +6,122 | New |
| 9258 Wealth Management, LLC | 6,100 | $280.0K | 0.06% | −44−0.7% | Reduced |
| Cambridge Advisors Inc. | 6,075 | $279.0K | 0.07% | −74−1.2% | Reduced |
| LVW Advisors, LLC | 6,076 | $279.0K | 0.05% | +59+1.0% | Added |
| Bailard, Inc. | 6,033 | $277.0K | 0.01% | −80−1.3% | Reduced |
| Systematic Financial Management LP | 6,000 | $275.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $275.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $275.0K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 5,996 | $275.0K | 0.02% | +1,596+36.3% | Added |
| Meridian Wealth Management, LLC | 5,964 | $274.0K | 0.03% | +10.0% | Added |
| Arrow Financial Corp | 5,947 | $273.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,899 | $271.0K | 0.05% | +583+11.0% | Added |
| Tiedemann Advisors, LLC | 5,829 | $267.0K | 0.01% | +113+2.0% | Added |
| Soltis Investment Advisors LLC | 5,761 | $264.0K | 0.04% | −94−1.6% | Reduced |
| Kalos Management, Inc. | 5,762 | $264.0K | 0.18% | +5,762 | New |
| MEMBERS Trust Co | 5,690 | $261.0K | 0.01% | −225−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,695 | $261.0K | 0.03% | −175−3.0% | Reduced |
| West Oak Capital, LLC | 5,695 | $261.0K | 0.12% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,689 | $261.0K | 0.12% | +610+12.0% | Added |
| Enlightenment Research, LLC | 5,700 | $261.0K | 0.35% | +5,700 | New |
| Cullen Capital Management LLC | 5,673 | $260.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 5,636 | $259.0K | 0.12% | −253−4.3% | Reduced |
| Northwest Bancshares, Inc. | 5,651 | $259.0K | 0.05% | −82−1.4% | Reduced |
| Thomasville National Bank | 5,641 | $259.0K | 0.03% | +127+2.3% | Added |
| Wellington Shields Capital Management, LLC | 5,625 | $258.0K | 0.03% | −1,876−25.0% | Reduced |
| Surevest, LLC | 5,634 | $258.0K | 0.06% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,630 | $258.0K | 0.20% | +220+4.1% | Added |
| Northeast Investment Management | 5,613 | $257.0K | 0.01% | −714−11.3% | Reduced |
| Davidson Trust Co | 5,596 | $257.0K | 0.19% | −100−1.8% | Reduced |
| Leavell Investment Management, Inc. | 5,599 | $257.0K | 0.02% | −50−0.9% | Reduced |