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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,853 | $387.0K | 0.08% | −4,200−27.9% | Reduced |
| Hunter Associates Investment Management LLC | 10,822 | $387.0K | 0.10% | +10,822 | New |
| Wellington Management Group LLP | 10,893 | $389.0K | 0.00% | +2,177+25.0% | Added |
| Kestra Private Wealth Services, LLC | 10,927 | $390.0K | 0.02% | −472−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 10,964 | $390.0K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 11,110 | $395.0K | 0.10% | +2,550+29.8% | Added |
| Cullen/Frost Bankers, Inc. | 11,102 | $396.0K | 0.01% | −126−1.1% | Reduced |
| Signaturefd, LLC | 11,117 | $396.0K | 0.01% | +2,551+29.8% | Added |
| Wright Investors Service Inc | 11,126 | $397.0K | 0.11% | +11,126 | New |
| Symmetry Partners, LLC | 11,188 | $399.0K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 11,198 | $400.0K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,251 | $401.0K | 0.23% | −929−7.6% | Reduced |
| Great Lakes Advisors, LLC | 11,249 | $401.0K | 0.01% | +5,936+111.7% | Added |
| Shayne & Co., LLC | 11,310 | $403.0K | 0.24% | 00.0% | Unchanged |
| Credit Agricole S A | 11,340 | $404.0K | 0.02% | −152,255−93.1% | Reduced |
| Laurel Wealth Advisors LLC | 11,343 | $404.0K | 0.10% | −535−4.5% | Reduced |
| Charter Trust Co | 11,332 | $404.0K | 0.03% | +1,413+14.2% | Added |
| Bayesian Capital Management, LP | 11,423 | $407.0K | 0.08% | +2,223+24.2% | Added |
| Donaldson Capital Management, LLC | 11,472 | $409.0K | 0.02% | −50−0.4% | Reduced |
| Boston Trust Walden Corp | 11,551 | $412.0K | 0.00% | +30+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 11,612 | $414.0K | 0.04% | +1,937+20.0% | Added |
| Diversified Trust Co | 11,609 | $414.0K | 0.02% | +5,246+82.4% | Added |
| Personal Cfo Solutions, LLC | 11,664 | $416.0K | 0.10% | +39+0.3% | Added |
| Mayflower Financial Advisors, LLC | 11,677 | $416.0K | 0.06% | +1,568+15.5% | Added |
| Moneta Group Investment Advisors LLC | 11,694 | $417.0K | 0.01% | +1,099+10.4% | Added |
| Freestone Capital Holdings, LLC | 11,745 | $419.0K | 0.02% | −4,682−28.5% | Reduced |
| ICW Investment Advisors LLC | 11,753 | $419.0K | 0.27% | +361+3.2% | Added |
| Groesbeck Investment Management Corp | 11,824 | $422.0K | 0.70% | −1,247−9.5% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $422.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 11,879 | $424.0K | 0.07% | −1,905−13.8% | Reduced |
| Burns J W & Co Inc | 11,893 | $424.0K | 0.08% | −483−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,890 | $424.0K | 0.02% | +396+3.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $426.0K | 0.06% | −445−3.6% | Reduced |
| GYL Financial Synergies, LLC | 11,979 | $427.0K | 0.12% | −1,961−14.1% | Reduced |
| Fiduciary Group LLC | 9,929 | $427.0K | 0.05% | −739−6.9% | Reduced |
| Meridian Management Co | 12,040 | $429.0K | 0.17% | 00.0% | Unchanged |
| Bath Savings Trust Co | 12,146 | $433.0K | 0.06% | −370−3.0% | Reduced |
| Greenleaf Trust | 12,132 | $433.0K | 0.01% | +1,381+12.8% | Added |
| Beese Fulmer Investment Management, Inc. | 12,185 | $435.0K | 0.06% | +100+0.8% | Added |
| Community Bank, N.A. | 12,225 | $436.0K | 0.06% | −972−7.4% | Reduced |
| Columbia Asset Management | 12,343 | $440.0K | 0.11% | +12,343 | New |
| Allred Capital Management, LLC | 12,500 | $445.0K | 0.28% | −1,342−9.7% | Reduced |
| Penserra Capital Management LLC | 12,714 | $452.0K | 0.01% | −645−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,728 | $454.0K | 0.01% | −2,167−14.5% | Reduced |
| Metis Global Partners, LLC | 12,709 | $454.0K | 0.07% | −742−5.5% | Reduced |
| Means Investment Co., Inc. | 12,826 | $457.0K | 0.10% | +20.0% | Added |
| Trust Co of Virginia | 12,822 | $458.0K | 0.05% | −561−4.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,881 | $459.0K | 0.02% | +40.0% | Added |
| Werlinich Asset Management, LLC | 12,915 | $460.5K | 0.43% | +75+0.6% | Added |
| Point72 Hong Kong Ltd | 12,939 | $461.0K | 0.03% | −66,395−83.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,718 | $461.0K | 0.02% | +12,718 | New |
| Stock Yards Bank & Trust Co | 12,958 | $462.0K | 0.02% | +7,553+139.7% | Added |
| Forte Capital LLC | 12,981 | $463.0K | 0.08% | −422−3.1% | Reduced |
| Excalibur Management Corp | 13,033 | $465.0K | 0.24% | −21−0.2% | Reduced |
| Cambridge Trust Co | 13,038 | $465.0K | 0.02% | +392+3.1% | Added |
| J.W. Cole Advisors, Inc. | 13,062 | $466.0K | 0.04% | −44−0.3% | Reduced |
| Holderness Investments Co | 13,087 | $467.0K | 0.19% | −574−4.2% | Reduced |
| Transform Wealth, LLC | 13,040 | $467.0K | 0.07% | −406−3.0% | Reduced |
| Walleye Trading LLC | 13,178 | $470.0K | 0.01% | +13,178 | New |
| TD Waterhouse Canada Inc. | 12,975 | $470.1K | 0.01% | −26,596−67.2% | Reduced |
| TrinityPoint Wealth, LLC | 13,258 | $473.0K | 0.10% | −122−0.9% | Reduced |
| Aull & Monroe Investment Management Corp | 13,306 | $474.0K | 0.24% | −150−1.1% | Reduced |
| Jump Financial, LLC | 13,438 | $479.0K | 0.02% | +13,438 | New |
| Lincoln National Corp | 13,489 | $481.0K | 0.01% | +2,639+24.3% | Added |
| Benedict Financial Advisors Inc | 13,520 | $482.0K | 0.14% | +152+1.1% | Added |
| Security National Bank of So Dak | 13,596 | $484.0K | 0.40% | −245−1.8% | Reduced |
| Western Wealth Management, LLC | 13,809 | $492.0K | 0.03% | +26+0.2% | Added |
| Brown Advisory Securities, LLC | 13,816 | $493.0K | 0.47% | −5,665−29.1% | Reduced |
| Connectus Wealth, LLC | 13,822 | $493.0K | 0.01% | +10.0% | Added |
| Triangle Securities Wealth Management | 13,950 | $497.0K | 0.19% | −453−3.1% | Reduced |
| Amussen Hunsaker Associates LLC | 13,985 | $498.0K | 0.14% | 00.0% | Unchanged |
| Everett Harris & Co | 14,021 | $500.0K | 0.01% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 14,035 | $500.0K | 0.37% | +14,035 | New |
| Bragg Financial Advisors, Inc | 14,073 | $502.0K | 0.03% | −1,455−9.4% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $502.0K | 0.44% | 00.0% | Unchanged |
| Pitcairn Co | 14,180 | $506.0K | 0.05% | −71−0.5% | Reduced |
| Financial Counselors Inc | 14,252 | $508.0K | 0.01% | +1,882+15.2% | Added |
| Great Valley Advisor Group, Inc. | 14,244 | $508.0K | 0.03% | +5,371+60.5% | Added |
| Gyon Technologies Capital Management, LP | 14,258 | $508.0K | 0.14% | +14,258 | New |
| Simmons Bank | 14,292 | $509.0K | 0.04% | −1,737−10.8% | Reduced |
| Exchange Traded Concepts, LLC | 14,282 | $509.0K | 0.01% | +3,995+38.8% | Added |
| Venture Visionary Partners LLC | 14,355 | $511.9K | 0.04% | −249−1.7% | Reduced |
| Assenagon Asset Management S.A. | 14,356 | $512.0K | 0.00% | −1,825−11.3% | Reduced |
| Baldwin Investment Management, LLC | 14,352 | $512.0K | 0.17% | −300−2.0% | Reduced |
| Webster Bank, N. A. | 14,369 | $513.0K | 0.07% | −1,691−10.5% | Reduced |
| Ar Asset Management Inc | 14,400 | $514.0K | 0.15% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,402 | $514.0K | 0.03% | +600+4.3% | Added |
| True North Advisors, LLC | 14,479 | $516.0K | 0.16% | −75−0.5% | Reduced |
| Crestwood Advisors Group LLC | 14,486 | $517.0K | 0.02% | −1,220−7.8% | Reduced |
| Capital City Trust Co | 14,559 | $519.0K | 0.17% | −884−5.7% | Reduced |
| Sandy Spring Bank | 14,592 | $520.0K | 0.03% | −326−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 14,607 | $521.0K | 0.02% | +946+6.9% | Added |
| BKD Wealth Advisors, LLC | 14,673 | $523.0K | 0.02% | +5,267+56.0% | Added |
| ELCO Management Co., LLC | 14,801 | $528.0K | 0.43% | −673−4.3% | Reduced |
| Walleye Capital LLC | 14,876 | $530.0K | 0.02% | +14,876 | New |
| Scotia Capital Inc. | 15,054 | $537.0K | 0.00% | −5,787−27.8% | Reduced |
| Bryn Mawr Trust Co | 15,280 | $545.0K | 0.03% | −37−0.2% | Reduced |
| Courier Capital LLC | 15,311 | $546.0K | 0.06% | −5,967−28.0% | Reduced |
| Atlantic Union Bankshares Corp | 15,373 | $548.0K | 0.06% | −783−4.8% | Reduced |
| Acadian Asset Management LLC | 15,356 | $548.0K | 0.00% | +15,356 | New |