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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.

Institutional holdersQ2 2022: 1,174 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2022: $25.8B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2022.

Institutions holding CARR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Investment Management of Virginia LLC24,510$874.0K0.18%+59+0.2%Added
Hartford Financial Management Inc.24,604$877.0K0.24%−658−2.6%Reduced
Vontobel Holding Ltd.24,648$883.0K0.01%+2,570+11.6%Added
First Manhattan Co24,832$885.0K0.00%−1,000−3.9%Reduced
Cetera Investment Advisers24,843$886.0K0.01%−591−2.3%Reduced
Southport Management, L.L.C.25,000$891.5K3.79%00.0%Unchanged
Beacon Pointe Advisors, LLC24,936$893.0K0.02%−62,731−71.6%Reduced
Merit Financial Group, LLC25,031$893.0K0.03%+8,494+51.4%Added
City Holding Co25,477$908.0K0.17%−935−3.5%Reduced
Principle Wealth Partners LLC25,807$920.0K0.11%−1,251−4.6%Reduced
Systematic Alpha Investments, LLC25,789$920.0K0.05%00.0%Unchanged
AXS Investments LLC25,804$920.0K0.33%+25,804New
Ieq Capital, LLC25,822$921.0K0.03%−5,203−16.8%Reduced
Selway Asset Management25,825$921.0K0.51%+260+1.0%Added
Curbstone Financial Management Corp25,918$924.0K0.21%−4,720−15.4%Reduced
New England Research & Management, Inc.25,900$924.0K0.54%−500−1.9%Reduced
AdvisorShares Investments LLC25,985$927.0K0.26%−390−1.5%Reduced
NJ State Employees Deferred Compensation Plan26,002$927.0K0.15%00.0%Unchanged
MAI Capital Management26,382$941.0K0.02%+534+2.1%Added
Kraematon Investment Advisors, Inc26,452$943.0K1.09%−2,727−9.3%Reduced
Fishman Jay A Ltd26,492$944.7K0.13%−700−2.6%Reduced
Goelzer Investment Management, Inc.26,800$956.0K0.09%+19,885+287.6%Added
Sawgrass Asset Management LLC26,844$957.0K0.12%−1,596−5.6%Reduced
Segall Bryant & Hamill, LLC27,080$962.0K0.01%+892+3.4%Added
Symphony Financial, Ltd. Co.26,887$963.0K0.28%−161−0.6%Reduced
AlphaCrest Capital Management LLC27,208$970.0K0.05%+6,747+33.0%Added
Barden Capital Management, Inc.27,476$981.0K1.06%+2,218+8.8%Added
Vident Investment Advisory, LLC27,849$988.0K0.03%+20,800+295.1%Added
Neville Rodie & Shaw Inc27,768$990.0K0.09%+35+0.1%Added
Lazard Freres Gestion S.A.S.27,785$994.0K0.04%−3,055−9.9%Reduced
Allstate Corp27,882$994.0K0.03%−2,856−9.3%Reduced
Northwestern Mutual Wealth Management Co28,074$1.00M0.00%+625+2.3%Added
Central Trust Co28,181$1.00M0.03%−90−0.3%Reduced
Atria Wealth Solutions, Inc.28,590$1.02M0.02%−2,015−6.6%Reduced
Seven Eight Capital, LP28,829$1.03M0.41%+17,646+157.8%Added
Kentucky Retirement Systems Insurance Trust Fund28,980$1.03M0.09%+3,728+14.8%Added
Delta Financial Advisors LLC29,254$1.04M0.52%+40.0%Added
Inscription Capital, LLC29,247$1.04M0.19%+29,247New
FineMark National Bank & Trust29,313$1.04M0.05%+339+1.2%Added
Regentatlantic Capital LLC29,576$1.05M0.03%+73+0.2%Added
Maven Securities LTD29,711$1.06M0.19%+8,821+42.2%Added
Capstone Investment Advisors, LLC29,710$1.06M0.02%+15,768+113.1%Added
Proequities, Inc.29,638$1.06M0.09%−941−3.1%Reduced
Financial Advocates Investment Management29,755$1.06M0.09%−550−1.8%Reduced
Aigen Investment Management, LP29,804$1.06M0.18%+29,804New
AIA Group Ltd29,882$1.07M0.06%−4,892−14.1%Reduced
Birch Hill Investment Advisors LLC30,479$1.09M0.07%−450−1.5%Reduced
Hohimer Wealth Management, LLC30,789$1.10M0.32%−40,036−56.5%Reduced
ING Groep NV30,821$1.10M0.01%−75,486−71.0%Reduced
Capital Fund Management S.A.31,011$1.11M0.03%+31,011New
United Services Automobile Association31,323$1.12M0.03%+31,323New
Savant Capital, LLC31,676$1.13M0.03%−1,059−3.2%Reduced
Cunning Capital Partners, LP31,795$1.13M0.87%00.0%Unchanged
Shikiar Asset Management Inc31,790$1.13M0.44%+11,025+53.1%Added
Bartlett & Co. Wealth Management LLC31,737$1.14M0.02%−671−2.1%Reduced
Bartlett & Co. LLC31,737$1.14M0.02%−671−2.1%Reduced
Panagora Asset Management Inc32,017$1.14M0.01%−4,464−12.2%Reduced
MUFG Americas Holdings Corp32,303$1.15M0.03%−1,482−4.4%Reduced
Whittier Trust Co32,477$1.16M0.02%−2,108−6.1%Reduced
GWM Advisors LLC33,363$1.19M0.02%+2,003+6.4%Added
Poehling Capital Management, LLC33,392$1.19M0.45%00.0%Unchanged
KCM Investment Advisors LLC33,446$1.19M0.05%−712−2.1%Reduced
Pacific Global Investment Management CO33,533$1.20M0.28%−330−1.0%Reduced
Northwestern Mutual Investment Management Company, LLC33,902$1.21M0.03%−4,125−10.8%Reduced
Redwood Investment Management, LLC33,917$1.21M0.20%+33,917New
Cetera Advisors LLC33,980$1.21M0.03%+1,426+4.4%Added
Essex Financial Services, Inc.34,210$1.22M0.14%−212−0.6%Reduced
Citizens Business Bank34,878$1.24M0.18%+9,692+38.5%Added
Gofen & Glossberg LLC34,939$1.25M0.03%+95+0.3%Added
Bokf, NA35,114$1.25M0.02%−2,375−6.3%Reduced
Guggenheim Capital LLC35,127$1.25M0.01%−20,552−36.9%Reduced
Illinois Municipal Retirement Fund35,501$1.27M0.03%−124,176−77.8%Reduced
Banque Cantonale Vaudoise35,732$1.27M0.07%00.0%Unchanged
Glenview Trust Co35,754$1.27M0.05%−107−0.3%Reduced
B. Metzler seel. Sohn & Co. AG35,858$1.28M0.02%+11,377+46.5%Added
Burney Co35,877$1.28M0.07%+1,687+4.9%Added
HighPoint Advisor Group LLC35,341$1.28M0.14%+35,341New
Headinvest, LLC36,071$1.29M0.29%−170.0%Reduced
E. Ohman J:or Asset Management AB36,200$1.29M0.06%+1,900+5.5%Added
Advisor Partners LLC36,368$1.30M0.09%−920−2.5%Reduced
Avantax Advisory Services, Inc.36,560$1.30M0.02%+3,493+10.6%Added
Impax Asset Management Group plc36,911$1.32M0.01%00.0%Unchanged
Winton Group Ltd36,942$1.32M0.07%+23,150+167.9%Added
Boston Private Wealth LLC37,330$1.33M0.02%+571+1.6%Added
Thrivent Financial for Lutherans37,400$1.33M0.00%−134−0.4%Reduced
NBT Bank N A37,560$1.34M0.20%−641−1.7%Reduced
Sciencast Management LP33,757$1.35M0.30%+28,655+561.6%Added
Aureus Asset Management, LLC38,134$1.36M0.11%−50−0.1%Reduced
McMillion Capital Management Inc38,398$1.37M1.14%−7,802−16.9%Reduced
Parsons Capital Management Inc39,002$1.39M0.13%−5,165−11.7%Reduced
South Dakota Investment Council39,009$1.39M0.03%+12,200+45.5%Added
Woodstock Corp39,268$1.40M0.19%−1,085−2.7%Reduced
IMA Wealth, Inc.39,282$1.40M0.34%−1,249−3.1%Reduced
Whittier Trust Co of Nevada Inc39,296$1.40M0.06%+790+2.1%Added
Moors & Cabot, Inc.39,341$1.40M0.10%−1,778−4.3%Reduced
IFP Advisors, Inc105,561$1.41M0.05%−86,989−45.2%Reduced
Atria Investments LLC39,936$1.42M0.03%+418+1.1%Added
Kentucky Farm Bureau Mutual Insurance Co40,000$1.43M0.47%00.0%Unchanged
Cerity Partners LLC40,066$1.43M0.02%+27,911+229.6%Added
Tiaa, FSB40,871$1.46M0.01%−2,713−6.2%Reduced