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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 542 | $19.0K | 0.01% | +542 | New |
| Riggs Asset Managment Co. Inc. | 549 | $20.0K | 0.01% | −146−21.0% | Reduced |
| Selective Wealth Management, Inc. | 568 | $20.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 581 | $20.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 585 | $21.0K | 0.01% | −500−46.1% | Reduced |
| HHM Wealth Advisors, LLC | 579 | $21.0K | 0.01% | −100−14.7% | Reduced |
| West Branch Capital LLC | 590 | $21.0K | 0.01% | +100+20.4% | Added |
| Cyrus J. Lawrence, LLC | 604 | $22.0K | 0.01% | −300−33.2% | Reduced |
| Zullo Investment Group, Inc. | 619 | $22.0K | 0.01% | +18+3.0% | Added |
| Archer Investment Corp | 631 | $22.5K | 0.01% | −65−9.3% | Reduced |
| Hantz Financial Services, Inc. | 656 | $23.0K | 0.00% | −94−12.5% | Reduced |
| Sierra Capital LLC | 649 | $23.0K | 0.00% | −16−2.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 650 | $23.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 649 | $23.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 670 | $23.9K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 669 | $24.0K | 0.01% | −485−42.0% | Reduced |
| First National Bank of South Miami | 660 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $25.0K | 0.01% | −225−24.3% | Reduced |
| Valley National Advisers Inc | 677 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 718 | $26.0K | 0.02% | −130−15.3% | Reduced |
| Motco | 732 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $26.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $26.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 754 | $27.0K | 0.02% | −98−11.5% | Reduced |
| Ellis Investment Partners, LLC | 764 | $27.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 748 | $27.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $27.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 754 | $27.0K | 0.02% | +201+36.3% | Added |
| JNBA Financial Advisors | 792 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 803 | $29.0K | 0.00% | −56−6.5% | Reduced |
| Gradient Investments LLC | 813 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 800 | $29.0K | 0.01% | +800 | New |
| CarsonAllaria Wealth Management, Ltd. | 831 | $30.0K | 0.03% | −1−0.1% | Reduced |
| Financial Perspectives, Inc | 898 | $32.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 907 | $33.0K | 0.01% | −60−6.2% | Reduced |
| MCF Advisors LLC | 924 | $33.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 940 | $34.0K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 953 | $34.0K | 0.01% | +519+119.6% | Added |
| Missouri Trust & Investment Co | 982 | $35.0K | 0.02% | −25−2.5% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,000 | $36.0K | 0.01% | +150+17.6% | Added |
| Arlington Partners LLC | 1,046 | $37.0K | 0.01% | +1,046 | New |
| CVA Family Office, LLC | 1,072 | $38.0K | 0.01% | −405−27.4% | Reduced |
| Sageworth Trust Co | 1,067 | $38.0K | 0.00% | −200−15.8% | Reduced |
| Concord Wealth Partners | 1,102 | $39.0K | 0.01% | −648−37.0% | Reduced |
| Highlander Capital Management, LLC | 1,080 | $39.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,091 | $39.0K | 0.02% | +1,091 | New |
| BerganKDV Wealth Management, LLC | 1,133 | $40.0K | 0.00% | +450+65.9% | Added |
| Aspire Private Capital, LLC | 1,163 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,162 | $41.0K | 0.01% | +174+17.6% | Added |
| TCI Wealth Advisors, Inc. | 1,197 | $43.0K | 0.01% | −332−21.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,235 | $44.0K | 0.00% | −845−40.6% | Reduced |
| Sargent Bickham Lagudis LLC | 1,244 | $44.0K | 0.00% | −80−6.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,238 | $44.0K | 0.01% | +1+0.1% | Added |
| Key Financial Inc | 1,226 | $44.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,244 | $44.0K | 0.00% | +157+14.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,280 | $46.0K | 0.04% | −222−14.8% | Reduced |
| American Research & Management Co. | 1,325 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,350 | $48.0K | 0.00% | −49,187−97.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,381 | $49.0K | 0.00% | −384−21.8% | Reduced |
| 1832 Asset Management L.P. | 1,380 | $49.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,365 | $49.0K | 0.04% | +928+212.4% | Added |
| Bellevue Asset Management, LLC | 1,432 | $51.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,432 | $51.1K | 0.01% | −9,169−86.5% | Reduced |
| Heritage Financial Services, LLC | 1,475 | $52.0K | 0.03% | +1,475 | New |
| Sugarloaf Wealth Management, LLC | 1,496 | $53.0K | 0.01% | +2+0.1% | Added |
| Cutler Group LP | 1,511 | $53.0K | 0.01% | +1,511 | New |
| Investors Asset Management of Georgia Inc | 1,516 | $54.0K | 0.03% | +1,516 | New |
| Oakmont Corp | 1,539 | $55.0K | 0.01% | −121−7.3% | Reduced |
| State of Wyoming | 1,596 | $57.0K | 0.04% | −1,332−45.5% | Reduced |
| First Community Trust NA | 1,612 | $57.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,640 | $58.0K | 0.01% | −169−9.3% | Reduced |
| TFC Financial Management | 1,645 | $59.0K | 0.02% | −3,385−67.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $59.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $59.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,661 | $59.3K | 0.03% | +1,661 | New |
| Acima Private Wealth, LLC | 1,669 | $59.5K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,720 | $61.0K | 0.03% | +5+0.3% | Added |
| Beacon Capital Management, LLC | 1,368 | $63.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,774 | $63.0K | 0.02% | +1,424+406.9% | Added |
| Johnson Financial Group, Inc. | 1,798 | $64.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,813 | $64.0K | 0.00% | +57+3.2% | Added |
| Field & Main Bank | 1,800 | $64.0K | 0.04% | +1,400+350.0% | Added |
| Howe & Rusling Inc | 1,835 | $65.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,885 | $67.0K | 0.02% | −80−4.1% | Reduced |
| Crewe Advisors LLC | 1,902 | $68.0K | 0.02% | −267−12.3% | Reduced |
| Horan Securities, Inc. | 1,933 | $69.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,961 | $69.9K | 0.04% | +1,961 | New |
| Massmutual Trust Co FSB | 1,957 | $70.0K | 0.00% | −138−6.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $71.0K | 0.05% | −50−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,985 | $71.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,340 | $71.0K | 0.02% | +3,444+181.6% | Added |
| Duncker Streett & Co Inc | 2,061 | $73.0K | 0.02% | −95−4.4% | Reduced |
| Aua Capital Management, LLC | 2,050 | $73.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,076 | $74.0K | 0.04% | −104−4.8% | Reduced |
| Addison Advisors LLC | 2,074 | $74.0K | 0.04% | +12+0.6% | Added |
| Vectors Research Management, LLC | 2,099 | $75.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,099 | $75.0K | 0.08% | 00.0% | Unchanged |