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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 6,001 | $214.0K | 0.06% | −74−1.2% | Reduced |
| Bailard, Inc. | 6,003 | $214.0K | 0.01% | −30−0.5% | Reduced |
| Rockland Trust Co | 5,996 | $214.0K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $214.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $214.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $214.0K | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 6,033 | $215.0K | 0.02% | −122,498−95.3% | Reduced |
| Legacy Bridge, LLC | 6,058 | $216.0K | 0.16% | −225−3.6% | Reduced |
| Anchor Investment Management, LLC | 6,085 | $217.0K | 0.03% | −75−1.2% | Reduced |
| Covenant Asset Management, LLC | 6,120 | $218.0K | 0.08% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 6,150 | $219.0K | 0.21% | −9,000−59.4% | Reduced |
| Wintrust Investments LLC | 6,135 | $219.0K | 0.03% | −746−10.8% | Reduced |
| Center For Asset Management LLC | 6,145 | $219.0K | 0.20% | 00.0% | Unchanged |
| Kalos Management, Inc. | 6,085 | $219.0K | 0.29% | +323+5.6% | Added |
| Cobblestone Capital Advisors LLC | 6,152 | $219.0K | 0.02% | +1,022+19.9% | Added |
| Old National Bancorp | 6,179 | $220.0K | 0.01% | −967−13.5% | Reduced |
| Rothschild Investment Corp | 6,159 | $220.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $220.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 6,173 | $220.0K | 0.06% | +539+9.6% | Added |
| First Citizens Bank & Trust Co | 6,195 | $221.0K | 0.01% | +6,195 | New |
| Congress Wealth Management LLC | 6,222 | $222.0K | 0.01% | −76−1.2% | Reduced |
| Asset Dedication, LLC | 6,211 | $224.0K | 0.03% | −123−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 6,270 | $224.0K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,242 | $224.0K | 0.03% | −20−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $225.0K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,283 | $225.0K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 6,354 | $227.0K | 0.07% | −1,530−19.4% | Reduced |
| Institutional & Family Asset Management, LLC | 6,369 | $227.0K | 0.04% | −17−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,379 | $227.0K | 0.04% | +895+16.3% | Added |
| LCM Capital Management Inc | 6,406 | $228.0K | 0.22% | −24−0.4% | Reduced |
| LMCG Investments, LLC | 6,380 | $228.0K | 0.02% | −11−0.2% | Reduced |
| Conning Inc. | 6,426 | $229.0K | 0.01% | −23−0.4% | Reduced |
| Security National Bank | 6,454 | $230.0K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,470 | $231.0K | 0.03% | −62−0.9% | Reduced |
| Chicago Trust Co NA | 6,480 | $231.0K | 0.06% | +250+4.0% | Added |
| Mutual Advisors, LLC | 6,495 | $232.0K | 0.02% | −1,774−21.5% | Reduced |
| FDx Advisors, Inc. | 6,512 | $232.0K | 0.01% | +6,512 | New |
| World Equity Group, Inc. | 6,549 | $233.5K | 0.06% | −23−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,573 | $234.0K | 0.05% | −366−5.3% | Reduced |
| Allworth Financial LP | 6,575 | $234.0K | 0.00% | +375+6.0% | Added |
| First Foundation Advisors | 6,596 | $235.0K | 0.01% | −294−4.3% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $235.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,628 | $236.0K | 0.02% | −996−13.1% | Reduced |
| Pinebridge Investments, L.P. | 6,624 | $236.0K | 0.00% | −576−8.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,637 | $237.0K | 0.08% | −42−0.6% | Reduced |
| Essex Savings Bank | 6,664 | $237.0K | 0.09% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,701 | $239.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,689 | $239.0K | 0.01% | +1,325+24.7% | Added |
| Athena Investment Management | 6,718 | $240.0K | 0.19% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,780 | $242.0K | 0.02% | 00.0% | Unchanged |
| CPWM, LLC | 6,797 | $242.0K | 0.02% | +1,600+30.8% | Added |
| Proffitt & Goodson Inc | 6,828 | $243.0K | 0.05% | +929+15.7% | Added |
| Ziegler Capital Management, LLC | 6,813 | $243.0K | 0.01% | +6,813 | New |
| Eudaimonia Partners, LLC | 6,853 | $244.0K | 0.04% | −100−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,836 | $244.0K | 0.00% | +397+6.2% | Added |
| Meridian Wealth Management, LLC | 6,841 | $244.0K | 0.02% | +877+14.7% | Added |
| Altium Wealth Management LLC | 6,895 | $246.0K | 0.02% | +25+0.4% | Added |
| Verition Fund Management LLC | 6,902 | $246.0K | 0.01% | +2,504+56.9% | Added |
| Alterity Financial Group, LLC | 6,937 | $247.0K | 0.37% | +6,937 | New |
| Exane Derivatives | 6,935 | $247.3K | 0.14% | −16,991−71.0% | Reduced |
| Valeo Financial Advisors, LLC | 6,946 | $248.0K | 0.02% | −776−10.0% | Reduced |
| First National Trust Co | 6,965 | $248.0K | 0.01% | −714−9.3% | Reduced |
| Waldron Private Wealth LLC | 6,976 | $248.0K | 0.01% | −432−5.8% | Reduced |
| Berkshire Asset Management LLC | 6,992 | $249.0K | 0.02% | −2,978−29.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,973 | $249.0K | 0.03% | −138−1.9% | Reduced |
| S.A. Mason LLC | 6,969 | $249.0K | 0.18% | −137−1.9% | Reduced |
| Sawtooth Solutions, LLC | 6,989 | $249.0K | 0.03% | +830+13.5% | Added |
| Orion Portfolio Solutions, LLC | 7,096 | $253.0K | 0.01% | −258−3.5% | Reduced |
| Argent Capital Management LLC | 7,098 | $253.0K | 0.01% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $254.0K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,148 | $255.0K | 0.03% | −165−2.3% | Reduced |
| Sovereign Financial Group, Inc. | 7,175 | $256.0K | 0.10% | +242+3.5% | Added |
| StoneX Group Inc. | 7,178 | $256.1K | 0.03% | +7,178 | New |
| Lake Street Financial LLC | 7,199 | $257.0K | 0.05% | −2,415−25.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,232 | $258.0K | 0.18% | −678−8.6% | Reduced |
| TCTC Holdings, LLC | 7,229 | $258.0K | 0.01% | +7+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 7,248 | $260.0K | 0.02% | +50+0.7% | Added |
| Forum Financial Management, LP | 7,290 | $260.0K | 0.01% | +201+2.8% | Added |
| First Horizon Advisors, Inc. | 7,334 | $260.0K | 0.01% | +4,190+133.3% | Added |
| RB Capital Management, LLC | 7,282 | $260.0K | 0.10% | +7,282 | New |
| Steel Peak Wealth Management LLC | 7,264 | $260.0K | 0.02% | +7,264 | New |
| Atwood & Palmer Inc | 7,350 | $262.0K | 0.03% | −1,675−18.6% | Reduced |
| NTB Financial Corp | 7,351 | $262.0K | 0.21% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,385 | $263.0K | 0.14% | −2,553−25.7% | Reduced |
| SlateStone Wealth, LLC | 7,378 | $263.0K | 0.07% | −339−4.4% | Reduced |
| Burleson & Company, LLC | 7,373 | $263.0K | 0.06% | +8+0.1% | Added |
| EP Wealth Advisors, LLC | 7,403 | $264.0K | 0.01% | +7,403 | New |
| Profund Advisors LLC | 7,441 | $265.0K | 0.02% | −2,369−24.1% | Reduced |
| Deseret Mutual Benefit Administrators | 7,433 | $265.0K | 0.06% | +150+2.1% | Added |
| SRS Capital Advisors, Inc. | 7,442 | $265.0K | 0.04% | +270+3.8% | Added |
| Cornerstone Wealth Management, LLC | 7,440 | $265.0K | 0.03% | +280+3.9% | Added |
| Quadrant Capital Group LLC | 7,462 | $266.0K | 0.04% | +105+1.4% | Added |
| Chicago Partners Investment Group LLC | 6,563 | $266.0K | 0.02% | −89−1.3% | Reduced |
| Farmers National Bank | 7,494 | $267.2K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,531 | $269.0K | 0.01% | +467+6.6% | Added |
| Regent Investment Management LLC | 7,597 | $271.0K | 0.08% | −25−0.3% | Reduced |
| Bank of the West | 7,603 | $271.0K | 0.03% | −20−0.3% | Reduced |
| TownSquare Capital, LLC | 7,619 | $272.0K | 0.01% | −1,428−15.8% | Reduced |
| Washington Trust Advisors, Inc. | 7,631 | $272.0K | 0.02% | −1,119−12.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 7,619 | $272.0K | 0.03% | 00.0% | Unchanged |