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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 15,411 | $549.0K | 0.57% | −150−1.0% | Reduced |
| Curated Wealth Partners LLC | 15,469 | $550.0K | 0.16% | −2,183−12.4% | Reduced |
| Foster & Motley Inc | 15,464 | $551.0K | 0.05% | +105+0.7% | Added |
| Journey Advisory Group, LLC | 13,661 | $554.0K | 0.13% | +494+3.8% | Added |
| Montag A & Associates Inc | 15,490 | $555.0K | 0.04% | −300−1.9% | Reduced |
| Graypoint LLC | 15,580 | $556.0K | 0.07% | −1,588−9.2% | Reduced |
| Corient Capital Partners, LLC | 15,610 | $557.0K | 0.04% | −3,134−16.7% | Reduced |
| HB Wealth Management, LLC | 15,632 | $557.0K | 0.01% | +1,677+12.0% | Added |
| River Wealth Advisors LLC | 15,776 | $563.0K | 0.10% | −243−1.5% | Reduced |
| Gsa Capital Partners LLP | 15,782 | $563.0K | 0.08% | +10,644+207.2% | Added |
| Wetherby Asset Management Inc | 15,819 | $564.0K | 0.04% | +2,625+19.9% | Added |
| Advisory Services Network, LLC | 15,920 | $567.0K | 0.02% | −2,632−14.2% | Reduced |
| Parsec Financial Management, Inc. | 16,013 | $571.0K | 0.03% | −225−1.4% | Reduced |
| Quantum Private Wealth, LLC | 16,087 | $573.0K | 0.34% | −1,758−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 16,208 | $578.0K | 0.02% | +260+1.6% | Added |
| Westhampton Capital, LLC | 16,207 | $578.0K | 0.41% | +690+4.4% | Added |
| Parallel Advisors, LLC | 16,323 | $582.0K | 0.03% | +364+2.3% | Added |
| Morningstar Investment Services LLC | 16,446 | $590.0K | 0.01% | +3,232+24.5% | Added |
| American Portfolios Advisors | 16,582 | $591.3K | 0.02% | −174−1.0% | Reduced |
| TRUE Private Wealth Advisors | 16,784 | $598.0K | 0.09% | −29−0.2% | Reduced |
| International Assets Investment Management, LLC | 16,782 | $598.4K | 0.12% | −862−4.9% | Reduced |
| CAPROCK Group, Inc. | 16,756 | $600.0K | 0.06% | −1,432−7.9% | Reduced |
| Empirical Finance, LLC | 16,835 | $600.0K | 0.08% | +869+5.4% | Added |
| Home Federal Bank of Tennessee | 16,839 | $601.0K | 0.23% | +850+5.3% | Added |
| David Loasby | 16,622 | $605.0K | 0.09% | +51+0.3% | Added |
| PEAK6 Investments LLC | 17,055 | $608.0K | 0.01% | +6,466+61.1% | Added |
| Estabrook Capital Management | 17,065 | $608.5K | 0.10% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 17,079 | $609.0K | 0.09% | +186+1.1% | Added |
| Salem Investment Counselors Inc | 17,149 | $614.0K | 0.03% | −2,482−12.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,271 | $616.0K | 0.03% | +4,699+37.4% | Added |
| Blueshift Asset Management, LLC | 17,307 | $617.0K | 0.10% | +9,551+123.1% | Added |
| Clearstead Advisors, LLC | 17,423 | $621.0K | 0.05% | −428−2.4% | Reduced |
| Miller Investment Management, LP | 17,500 | $624.0K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 17,550 | $626.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,653 | $629.0K | 0.11% | −26−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,732 | $632.0K | 0.11% | −400−2.2% | Reduced |
| Boyd Watterson Asset Management LLC | 17,709 | $632.0K | 0.27% | −40.0% | Reduced |
| Montecito Bank & Trust | 17,742 | $633.0K | 0.15% | −15,145−46.1% | Reduced |
| Engineers Gate Manager LP | 17,845 | $636.0K | 0.02% | −85,449−82.7% | Reduced |
| Wedbush Securities Inc | 17,896 | $638.0K | 0.03% | −5,121−22.2% | Reduced |
| Fieldpoint Private Securities, LLC | 17,890 | $638.0K | 0.19% | −1,739−8.9% | Reduced |
| EagleClaw Capital Managment, LLC | 18,000 | $642.0K | 0.17% | +350+2.0% | Added |
| Blue Square Asset Management, LLC | 18,039 | $643.0K | 1.38% | −11,873−39.7% | Reduced |
| Meeder Asset Management Inc | 18,021 | $643.0K | 0.04% | +3,419+23.4% | Added |
| AE Wealth Management LLC | 18,101 | $645.0K | 0.01% | −1,028−5.4% | Reduced |
| XTX Topco Ltd | 18,220 | $650.0K | 0.27% | +3,330+22.4% | Added |
| Reynolds Investment Management, Inc. | 18,657 | $665.0K | 0.24% | −30−0.2% | Reduced |
| Polar Capital Holdings Plc | 18,637 | $665.0K | 0.01% | +4,202+29.1% | Added |
| Patten & Patten Inc | 18,681 | $666.0K | 0.06% | −175−0.9% | Reduced |
| Concentric Capital Strategies, LP | 18,700 | $667.0K | 0.55% | +18,700 | New |
| Caldwell Trust Co | 18,734 | $668.1K | 0.09% | −1,709−8.4% | Reduced |
| Resources Investment Advisors, LLC. | 18,835 | $672.0K | 0.03% | −1,674−8.2% | Reduced |
| Wendell David Associates Inc | 18,870 | $673.0K | 0.09% | +505+2.7% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $678.0K | 0.17% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 19,043 | $679.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 19,053 | $679.0K | 0.06% | +19,053 | New |
| Pinnacle Associates Ltd | 19,106 | $681.0K | 0.01% | +60.0% | Added |
| Buffington Mohr McNeal | 19,191 | $684.0K | 0.15% | −368−1.9% | Reduced |
| Umb Bank N A | 19,186 | $684.0K | 0.01% | −311−1.6% | Reduced |
| Bollard Group LLC | 19,336 | $690.0K | 0.03% | −2,924−13.1% | Reduced |
| Moody National Bank Trust Division | 19,675 | $701.0K | 0.07% | −2,007−9.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 19,630 | $702.0K | 0.03% | −1,053−5.1% | Reduced |
| Vestcor Inc | 19,910 | $710.0K | 0.03% | +6,887+52.9% | Added |
| Lipe & Dalton | 20,114 | $717.0K | 0.42% | +501+2.6% | Added |
| CIBC World Markets Inc. | 20,157 | $719.0K | 0.00% | +1,757+9.5% | Added |
| Abbrea Capital, LLC | 20,151 | $722.0K | 0.12% | −829−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,466 | $729.8K | 0.01% | +3,301+19.2% | Added |
| Bessemer Group Inc | 20,566 | $733.0K | 0.00% | +1,204+6.2% | Added |
| Tower Bridge Advisors | 20,592 | $734.3K | 0.06% | −2,400−10.4% | Reduced |
| ExodusPoint Capital Management, LP | 20,695 | $738.0K | 0.01% | +20,695 | New |
| Fractal Investments LLC | 20,896 | $745.0K | 0.24% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 21,237 | $757.0K | 0.27% | −650−3.0% | Reduced |
| Roberts Glore & Co Inc | 21,265 | $758.0K | 0.25% | −160−0.7% | Reduced |
| Rossmore Private Capital | 21,672 | $773.0K | 0.13% | −150−0.7% | Reduced |
| Colony Group LLC | 21,722 | $775.0K | 0.01% | +3,880+21.7% | Added |
| Ahl Investment Management, Inc. | 21,740 | $775.0K | 0.78% | +8,213+60.7% | Added |
| Advisor Resource Council | 21,979 | $784.0K | 0.07% | +21,979 | New |
| Assetmark, Inc | 22,022 | $785.0K | 0.00% | +2,050+10.3% | Added |
| First Hawaiian Bank | 22,200 | $791.0K | 0.03% | −5,775−20.6% | Reduced |
| Pathstone Family Office, LLC | 22,157 | $791.3K | 0.02% | +3,822+20.8% | Added |
| Redpoint Investment Management Pty Ltd | 22,322 | $796.0K | 0.10% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 22,422 | $800.0K | 0.06% | +4,404+24.4% | Added |
| Meiji Yasuda Life Insurance Co | 22,473 | $801.0K | 0.01% | −10,700−32.3% | Reduced |
| Everence Capital Management Inc | 22,720 | $810.0K | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,875 | $816.0K | 0.68% | −130−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 22,887 | $816.1K | 0.45% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 23,317 | $822.0K | 0.71% | 00.0% | Unchanged |
| Busey Wealth Management | 23,175 | $827.0K | 0.04% | −1,765−7.1% | Reduced |
| Sigma Planning Corp | 23,289 | $830.0K | 0.03% | −11,808−33.6% | Reduced |
| Van Hulzen Asset Management, LLC | 23,300 | $831.0K | 0.10% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 23,320 | $832.0K | 0.04% | −790−3.3% | Reduced |
| National Asset Management, Inc. | 23,389 | $834.0K | 0.04% | −504−2.1% | Reduced |
| Benjamin Edwards Inc | 23,489 | $838.0K | 0.25% | +1,007+4.5% | Added |
| Perigon Wealth Management, LLC | 23,510 | $838.0K | 0.07% | +1,170+5.2% | Added |
| B. Riley Wealth Management, Inc. | 23,643 | $843.0K | 0.08% | +13,885+142.3% | Added |
| Choate Investment Advisors | 23,925 | $853.0K | 0.05% | −27,522−53.5% | Reduced |
| Aquila Investment Management LLC | 24,000 | $856.0K | 0.61% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,034 | $857.0K | 0.01% | +1,734+7.8% | Added |
| American Century Companies Inc | 24,043 | $858.0K | 0.00% | +7,684+47.0% | Added |
| Johnson Investment Counsel Inc | 24,432 | $871.0K | 0.01% | +2,223+10.0% | Added |