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Livermore
ZHEN

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, Q2 2022

Institutional positions in Carrier Global Corp as of Jun 30, 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
1,174
−70 vs. Q1 2022
Shares held
724.4M
−10.0M (−1.4%) vs. Q1 2022
Total value
$25.8B
−$7.85B (−23.3%) vs. Q1 2022
New holders
82
384 more added
Sold out
152
486 more reduced

20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 1,174 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2022: $25.8B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2022.

Institutions holding CARR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pacifica Partners Inc.13$00.00%00.0%Unchanged
HBC Financial Services, PLLC25$00.00%00.0%Unchanged
Coastal Capital Group, Inc.4$00.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund3$00.00%+3New
Ogorek Anthony Joseph47$1.00K0.00%00.0%Unchanged
Investors Research Corp35$1.00K0.00%00.0%Unchanged
American National Bank10$1.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC30$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$1.00K0.00%00.0%Unchanged
Syverson Strege & Co16$1.00K0.00%00.0%Unchanged
TSFG, LLC18$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC27$1.00K0.00%+10+58.8%Added
Guardian Wealth Management, Inc.24$1.00K0.00%00.0%Unchanged
Curi Capital28$1.00K0.00%+25+833.3%Added
Wagner Wealth Management, LLC42$1.00K0.00%+42New
Truvestments Capital LLC32$1.00K0.00%+32New
West Paces Advisors Inc.40$1.43K0.00%00.0%Unchanged
PFS Partners, LLC51$1.81K0.00%00.0%Unchanged
Loomis Sayles & Co L P56$2.00K0.00%−33−37.1%Reduced
GW&K Investment Management, LLC65$2.00K0.00%+10+18.2%Added
Atticus Wealth Management, LLC70$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services50$2.00K0.00%00.0%Unchanged
Standard Family Office LLC47$2.00K0.02%+47New
Global Financial Private Client, LLC74$2.66K0.00%00.0%Unchanged
Toth Financial Advisory Corp90$3.00K0.00%−77−46.1%Reduced
Central Bank & Trust Co83$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management84$3.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC71$3.00K0.00%+6+9.2%Added
Harel Insurance Investments & Financial Services Ltd.110$4.00K0.00%−2,000−94.8%Reduced
Providence Capital Advisors, LLC108$4.00K0.00%−58−34.9%Reduced
Ci Investments Inc.104$4.00K0.00%−3−2.8%Reduced
Sawyer & Company, Inc116$4.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC115$4.00K0.00%00.0%Unchanged
Steward Financial Group LLC139$4.00K0.00%+91+189.6%Added
Urban Wealth Management, LLC100$4.00K0.01%+100New
Fairfield Financial Advisors, LTD125$4.45K0.00%+1+0.8%Added
Creative Financial Designs Inc144$5.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.142$5.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.150$5.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC129$5.00K0.00%−25−16.2%Reduced
McIlrath & Eck, LLC135$5.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC165$5.88K0.00%00.0%Unchanged
Focused Wealth Management, Inc169$6.00K0.00%+1+0.6%Added
Independence Bank of Kentucky181$6.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC158$6.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC162$6.00K0.00%00.0%Unchanged
Schubert & Co166$6.00K0.01%+78+88.6%Added
First PREMIER Bank200$7.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC200$7.13K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc236$8.00K0.00%−4,610−95.1%Reduced
PrairieView Partners, LLC227$8.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC217$8.00K0.00%00.0%Unchanged
Rise Advisors, LLC221$8.00K0.01%+1+0.5%Added
Strategic Asset Management, LLC223$8.00K0.01%00.0%Unchanged
Bogart Wealth, LLC228$8.00K0.00%+200+714.3%Added
Brown, Lisle/Cummings, Inc.225$8.02K0.00%−20−8.2%Reduced
AlphaMark Advisors, LLC255$9.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC244$9.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.256$9.00K0.00%+256New
Larson Financial Group LLC285$10.0K0.00%−99−25.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC297$10.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.301$11.0K0.00%−50−14.2%Reduced
Disciplined Investments, LLC319$11.0K0.00%−31−8.9%Reduced
Level Financial Advisors, Inc.320$11.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC302$11.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC300$11.0K0.00%00.0%Unchanged
Operose Advisors LLC300$11.0K0.01%00.0%Unchanged
Bivin & Associates, Inc.325$12.0K0.01%−325−50.0%Reduced
Westside Investment Management, Inc.352$12.0K0.00%+1+0.3%Added
Tortoise Investment Management, LLC350$12.0K0.00%00.0%Unchanged
Norway Savings Bank340$12.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC344$12.0K0.00%00.0%Unchanged
Kessler Investment Group, LLC374$13.0K0.01%−94,060−99.6%Reduced
Sittner & Nelson, LLC371$13.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC367$13.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC351$13.0K0.00%+1+0.3%Added
GPS Wealth Strategies Group, LLC362$13.0K0.00%+229+172.2%Added
Bell Investment Advisors, Inc377$13.0K0.00%+377New
SOA Wealth Advisors, LLC.416$14.0K0.00%−290−41.1%Reduced
JJJ Advisors Inc.349$14.0K0.00%−69−16.5%Reduced
Earnest Partners LLC393$14.0K0.00%00.0%Unchanged
Versant Capital Management, Inc379$14.0K0.01%−9−2.3%Reduced
First Personal Financial Services380$14.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust400$14.0K0.01%+300+300.0%Added
Better Money Decisions, LLC400$14.0K0.01%+400New
Cascade Investment Advisors, Inc.413$14.7K0.01%00.0%Unchanged
West Bancorporation Inc460$16.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC460$16.0K0.02%00.0%Unchanged
CNB Bank473$17.0K0.01%−56−10.6%Reduced
Column Capital Advisors, LLC466$17.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC469$17.0K0.00%+469New
Sterling Investment Advisors, Ltd.500$18.0K0.01%−500−50.0%Reduced
Front Row Advisors LLC508$18.0K0.01%00.0%Unchanged
Intelligent Financial Strategies497$18.0K0.02%00.0%Unchanged
Hallmark Capital Management Inc500$18.0K0.00%+500New
Kelly Financial Services LLC519$18.5K0.01%+1+0.2%Added
RWM Asset Management, LLC540$19.0K0.00%−760−58.5%Reduced
Financial Management Professionals, Inc.531$19.0K0.00%+43+8.8%Added
Sound Income Strategies, LLC534$19.0K0.00%+78+17.1%Added