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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 7,618 | $272.0K | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,675 | $273.0K | 0.13% | −1,800−19.0% | Reduced |
| Kovack Advisors, Inc. | 7,748 | $276.0K | 0.04% | +12+0.2% | Added |
| Fort, L.P. | 7,809 | $278.0K | 0.19% | −8,946−53.4% | Reduced |
| Spire Wealth Management | 7,823 | $279.0K | 0.01% | −3,966−33.6% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $281.0K | 0.16% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 7,960 | $283.0K | 0.00% | −171−2.1% | Reduced |
| Court Place Advisors, LLC | 7,978 | $284.0K | 0.11% | −750−8.6% | Reduced |
| HBK Sorce Advisory LLC | 7,962 | $284.0K | 0.02% | −631−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 7,951 | $284.0K | 0.06% | −97−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,965 | $284.0K | 0.01% | +472+6.3% | Added |
| Kore Private Wealth LLC | 7,968 | $284.0K | 0.04% | +856+12.0% | Added |
| Logan Capital Management Inc | 8,004 | $285.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 8,039 | $287.0K | 0.01% | −900−10.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,015 | $287.0K | 0.01% | −578−6.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,068 | $287.0K | 0.00% | −106−1.3% | Reduced |
| Clarius Group, LLC | 8,080 | $288.0K | 0.03% | +995+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 8,062 | $288.0K | 0.03% | +129+1.6% | Added |
| Heritage Trust Co | 8,116 | $289.0K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,164 | $291.0K | 0.01% | −3,102−27.5% | Reduced |
| Wade G W & Inc | 8,194 | $292.0K | 0.01% | +390+5.0% | Added |
| Piscataqua Savings Bank | 8,282 | $296.0K | 0.26% | −264−3.1% | Reduced |
| Farmers Trust Co | 8,297 | $296.0K | 0.07% | +160+2.0% | Added |
| Prospera Financial Services Inc | 8,321 | $297.0K | 0.02% | −2,022−19.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,292 | $297.0K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,342 | $297.0K | 0.06% | +554+7.1% | Added |
| Baker Ellis Asset Management LLC | 8,353 | $298.0K | 0.06% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 8,347 | $298.0K | 0.00% | +8,347 | New |
| Advisors Asset Management, Inc. | 8,380 | $299.0K | 0.01% | +8,380 | New |
| NTV Asset Management LLC | 8,426 | $300.0K | 0.06% | −37−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,406 | $300.0K | 0.07% | +20.0% | Added |
| Papp L Roy & Associates | 8,439 | $301.0K | 0.04% | −3,324−28.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,433 | $301.0K | 0.08% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,479 | $302.0K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 8,460 | $302.0K | 0.02% | +8,460 | New |
| Fund Management at Engine No. 1 LLC | 8,563 | $305.0K | 0.08% | +1,325+18.3% | Added |
| Drexel Morgan & Co. | 8,578 | $306.0K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $307.0K | 0.12% | 00.0% | Unchanged |
| First Western Trust Bank | 8,597 | $308.0K | 0.02% | −301−3.4% | Reduced |
| Exencial Wealth Advisors, LLC | 8,625 | $308.0K | 0.02% | −284−3.2% | Reduced |
| BTR Capital Management Inc | 8,600 | $308.0K | 0.04% | −250−2.8% | Reduced |
| Horizon Investments, LLC | 8,662 | $309.0K | 0.01% | −70−0.8% | Reduced |
| Centiva Capital, LP | 8,707 | $310.0K | 0.02% | −22,232−71.9% | Reduced |
| Wahed Invest LLC | 8,838 | $315.0K | 0.19% | −1,235−12.3% | Reduced |
| Siemens Fonds Invest GmbH | 8,864 | $316.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Group | 8,937 | $319.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 8,980 | $320.0K | 0.02% | −563−5.9% | Reduced |
| Country Club Bank | 8,959 | $321.0K | 0.03% | −400−4.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,034 | $322.0K | 0.07% | −993−9.9% | Reduced |
| Beck Mack & Oliver LLC | 9,094 | $324.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,121 | $325.0K | 0.17% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 9,190 | $328.0K | 0.24% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,211 | $328.0K | 0.09% | +3,734+68.2% | Added |
| River & Mercantile Investments Ltd | 9,227 | $329.0K | 0.10% | −5,274−36.4% | Reduced |
| Wedmont Private Capital | 9,239 | $329.0K | 0.07% | +9,239 | New |
| Monterey Private Wealth, Inc. | 9,277 | $331.0K | 0.19% | +98+1.1% | Added |
| Spearhead Capital Advisors, LLC | 9,317 | $332.0K | 0.05% | +9,317 | New |
| Dixon Hubard Feinour & Brown Inc | 9,342 | $333.0K | 0.04% | +825+9.7% | Added |
| Tucker Asset Management LLC | 9,347 | $333.3K | 0.11% | +128+1.4% | Added |
| Bard Financial Services, Inc. | 9,360 | $334.0K | 0.03% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 9,372 | $334.0K | 0.06% | +550+6.2% | Added |
| Cape Cod Five Cents Savings Bank | 9,396 | $335.0K | 0.04% | +600+6.8% | Added |
| Flagship Harbor Advisors, LLC | 9,429 | $336.0K | 0.04% | −2,596−21.6% | Reduced |
| Chemung Canal Trust Co | 9,413 | $336.0K | 0.08% | −300−3.1% | Reduced |
| Sky Investment Group LLC | 9,417 | $336.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9,439 | $337.0K | 0.07% | +48+0.5% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $338.0K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 9,465 | $338.0K | 0.21% | +250+2.7% | Added |
| Berkshire Bank | 9,573 | $341.0K | 0.10% | −60−0.6% | Reduced |
| Draper Asset Management, LLC | 9,581 | $342.0K | 0.41% | +9,581 | New |
| Douglass Winthrop Advisors, LLC | 9,625 | $343.0K | 0.01% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 9,674 | $345.0K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,704 | $346.0K | 0.03% | +9,704 | New |
| Independent Advisor Alliance | 9,745 | $348.0K | 0.02% | −1,282−11.6% | Reduced |
| Fox Run Management, L.L.C. | 9,751 | $348.0K | 0.17% | +9,751 | New |
| Veriti Management LLC | 9,799 | $349.0K | 0.05% | +1,834+23.0% | Added |
| Verdence Capital Advisors LLC | 9,815 | $350.0K | 0.05% | −8−0.1% | Reduced |
| Quadrature Capital Ltd | 9,855 | $351.0K | 0.01% | +9,855 | New |
| Washington Trust Bank | 9,876 | $352.0K | 0.05% | −31−0.3% | Reduced |
| Colonial Trust Advisors | 9,911 | $353.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 9,917 | $354.0K | 0.03% | −723−6.8% | Reduced |
| Fruth Investment Management | 7,481 | $355.0K | 0.10% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 10,015 | $357.0K | 0.03% | −2,975−22.9% | Reduced |
| Canal Insurance CO | 10,000 | $357.0K | 0.10% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $357.0K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,812 | $357.0K | 0.04% | +1,176+15.4% | Added |
| Private Trust Co NA | 10,010 | $357.0K | 0.06% | +10,010 | New |
| Osborne Partners Capital Management, LLC | 10,094 | $360.0K | 0.03% | −942−8.5% | Reduced |
| Dividend Assets Capital, LLC | 10,110 | $361.0K | 0.08% | −800−7.3% | Reduced |
| Carret Asset Management, LLC | 10,174 | $363.0K | 0.05% | −25−0.2% | Reduced |
| Bull Street Advisors, LLC | 10,402 | $371.0K | 0.20% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,443 | $372.0K | 0.05% | −32−0.3% | Reduced |
| 1st Source Bank | 10,436 | $372.0K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 10,468 | $373.0K | 0.04% | +1,555+17.4% | Added |
| Lindbrook Capital, LLC | 10,518 | $375.0K | 0.06% | −329−3.0% | Reduced |
| Boston Financial Mangement LLC | 10,552 | $376.0K | 0.02% | +243+2.4% | Added |
| Park Avenue Securities LLC | 10,640 | $379.0K | 0.01% | +651+6.5% | Added |
| Grimes & Company, Inc. | 10,650 | $380.0K | 0.02% | +37+0.3% | Added |
| Security National Bank of Sioux City Iowa | 10,714 | $382.0K | 0.33% | −10−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 10,773 | $384.0K | 0.03% | −1,250−10.4% | Reduced |