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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 2,133 | $76.0K | 0.20% | −6,533−75.4% | Reduced |
| Accel Wealth Management | 2,102 | $76.0K | 0.04% | −498−19.2% | Reduced |
| Northern Oak Wealth Management Inc | 2,150 | $77.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 2,150 | $77.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,169 | $77.0K | 0.01% | +56+2.7% | Added |
| CoreCap Advisors, LLC | 2,193 | $78.0K | 0.01% | +2,193 | New |
| Private Capital Group, LLC | 2,221 | $80.0K | 0.06% | −9,298−80.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,273 | $81.0K | 0.00% | −732−24.4% | Reduced |
| Clean Yield Group | 2,259 | $81.0K | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 2,320 | $82.0K | 0.08% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,345 | $83.0K | 0.01% | −15,449−86.8% | Reduced |
| Seeyond | 2,345 | $83.0K | 0.01% | −47−2.0% | Reduced |
| NVWM, LLC | 2,343 | $83.0K | 0.03% | −5−0.2% | Reduced |
| FourThought Financial, LLC | 2,366 | $84.0K | 0.01% | −382−13.9% | Reduced |
| Gables Capital Management Inc. | 2,350 | $84.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,407 | $85.8K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 2,417 | $86.0K | 0.03% | +6+0.2% | Added |
| Sutton Wealth Advisors Inc. | 2,437 | $86.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,434 | $87.0K | 0.02% | −121−4.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $87.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,437 | $87.0K | 0.01% | +239+10.9% | Added |
| AllSquare Wealth Management LLC | 2,463 | $88.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,485 | $89.0K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,500 | $90.0K | 0.01% | −2,710−52.0% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $90.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $90.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,528 | $90.0K | 0.01% | +204+8.8% | Added |
| Chilton Capital Management LLC | 2,526 | $90.0K | 0.01% | +2,526 | New |
| Evermay Wealth Management LLC | 2,548 | $91.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,631 | $93.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $94.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,629 | $94.0K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $97.3K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,759 | $98.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,825 | $100.7K | 0.00% | −134−4.5% | Reduced |
| Money Concepts Capital Corp | 2,803 | $101.0K | 0.01% | −4,865−63.4% | Reduced |
| Parkside Financial Bank & Trust | 2,832 | $101.0K | 0.03% | +6+0.2% | Added |
| Brewin Dolphin Ltd | 2,874 | $102.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,669 | $103.0K | 0.03% | −15−0.6% | Reduced |
| DuPont Capital Management Corp | 2,909 | $104.0K | 0.00% | −4,445−60.4% | Reduced |
| Citizens National Bank Trust Department | 3,000 | $107.0K | 0.03% | +700+30.4% | Added |
| Quent Capital, LLC | 3,016 | $108.0K | 0.02% | −150−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,373 | $109.0K | 0.00% | +2,373 | New |
| Mascoma Wealth Management LLC | 3,094 | $110.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,122 | $111.0K | 0.03% | −250−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,137 | $111.0K | 0.03% | +1,133+56.5% | Added |
| Wellington Shields & Co., LLC | 3,285 | $117.0K | 0.03% | +3,285 | New |
| ACG Wealth | 3,284 | $117.0K | 0.02% | +3,284 | New |
| Sun Life Financial INC | 3,288 | $118.0K | 0.01% | −137−4.0% | Reduced |
| Ellevest, Inc. | 3,397 | $121.0K | 0.01% | +385+12.8% | Added |
| Monetary Management Group Inc | 3,525 | $126.0K | 0.04% | −400−10.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,604 | $129.0K | 0.09% | −36−1.0% | Reduced |
| Ahrens Investment Partners LLC | 3,641 | $130.0K | 0.06% | −50−1.4% | Reduced |
| Sageworth Trust Co of South Dakota | 3,751 | $134.0K | 0.28% | +846+29.1% | Added |
| Harbor Investment Advisory, LLC | 3,852 | $137.0K | 0.02% | −190−4.7% | Reduced |
| Smithfield Trust Co | 3,899 | $140.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,979 | $142.0K | 0.01% | +228+6.1% | Added |
| Group One Trading, L.P. | 3,994 | $142.0K | 0.00% | +3,994 | New |
| CX Institutional | 4,026 | $144.0K | 0.01% | −1,255−23.8% | Reduced |
| Manchester Capital Management LLC | 4,067 | $145.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,142 | $148.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,138 | $148.0K | 0.01% | +4,138 | New |
| Bangor Savings Bank | 4,266 | $152.0K | 0.02% | +4,266 | New |
| Glassman Wealth Services | 4,348 | $155.0K | 0.03% | +314+7.8% | Added |
| Charter Oak Capital Management, LLC | 4,444 | $158.0K | 0.02% | +10.0% | Added |
| Compagnie Lombard Odier SCmA | 4,470 | $159.0K | 0.00% | +4,470 | New |
| Leonteq Securities AG | 4,476 | $159.6K | 0.01% | +902+25.2% | Added |
| Acropolis Investment Management, LLC | 4,478 | $160.0K | 0.02% | −125−2.7% | Reduced |
| Optimum Investment Advisors | 4,550 | $162.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,560 | $163.0K | 0.21% | −2,550−35.9% | Reduced |
| First Command Bank | 4,822 | $172.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,822 | $172.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,889 | $174.0K | 0.02% | +972+24.8% | Added |
| First Bank & Trust | 4,903 | $175.0K | 0.06% | +242+5.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,946 | $176.0K | 0.10% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4,954 | $177.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,989 | $178.0K | 0.02% | −70−1.4% | Reduced |
| First Financial Corp | 4,998 | $178.0K | 0.12% | +250+5.3% | Added |
| Trustcore Financial Services, LLC | 5,012 | $179.0K | 0.02% | +9+0.2% | Added |
| West Oak Capital, LLC | 5,045 | $180.0K | 0.09% | −650−11.4% | Reduced |
| Jones Financial Companies LLLP | 5,105 | $182.0K | 0.00% | −123−2.4% | Reduced |
| Adirondack Trust Co | 5,293 | $189.0K | 0.10% | −140−2.6% | Reduced |
| Wellington Shields Capital Management, LLC | 5,625 | $201.0K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,673 | $202.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,653 | $202.0K | 0.00% | +444+8.5% | Added |
| Tiedemann Advisors, LLC | 5,716 | $203.0K | 0.02% | −113−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 5,695 | $203.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,712 | $204.0K | 0.02% | −1,000−14.9% | Reduced |
| Guardian Wealth Advisors, LLC | 5,734 | $205.0K | 0.04% | +5,734 | New |
| Soltis Investment Advisors LLC | 5,768 | $206.0K | 0.03% | +7+0.1% | Added |
| Cypress Capital Group | 5,782 | $206.0K | 0.03% | +1,027+21.6% | Added |
| Compton Capital Management Inc | 5,817 | $207.0K | 0.11% | −7,157−55.2% | Reduced |
| Hancock Whitney Corp | 5,789 | $207.0K | 0.01% | −334−5.5% | Reduced |
| Sentry Investment Management LLC | 5,855 | $209.0K | 0.09% | −1,140−16.3% | Reduced |
| 9258 Wealth Management, LLC | 5,851 | $209.0K | 0.05% | −249−4.1% | Reduced |
| Aldebaran Financial Inc. | 5,900 | $210.0K | 0.23% | −6,700−53.2% | Reduced |
| Avantax Planning Partners, Inc. | 5,885 | $210.0K | 0.01% | −724−11.0% | Reduced |
| TFG Advisers LLC | 5,882 | $210.0K | 0.11% | +193+3.4% | Added |
| Geneos Wealth Management Inc. | 5,899 | $212.0K | 0.01% | −292−4.7% | Reduced |
| Arrow Financial Corp | 5,947 | $212.0K | 0.03% | 00.0% | Unchanged |