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 |
|---|---|---|---|---|---|
| First Command Bank | 4,822 | $172.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,822 | $172.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,560 | $163.0K | 0.21% | −2,550−35.9% | Reduced |
| Optimum Investment Advisors | 4,550 | $162.0K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 4,478 | $160.0K | 0.02% | −125−2.7% | Reduced |
| Leonteq Securities AG | 4,476 | $159.6K | 0.01% | +902+25.2% | Added |
| Compagnie Lombard Odier SCmA | 4,470 | $159.0K | 0.00% | +4,470 | New |
| Charter Oak Capital Management, LLC | 4,444 | $158.0K | 0.02% | +10.0% | Added |
| Glassman Wealth Services | 4,348 | $155.0K | 0.03% | +314+7.8% | Added |
| Bangor Savings Bank | 4,266 | $152.0K | 0.02% | +4,266 | New |
| North Star Investment Management Corp. | 4,142 | $148.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,138 | $148.0K | 0.01% | +4,138 | New |
| Manchester Capital Management LLC | 4,067 | $145.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 4,026 | $144.0K | 0.01% | −1,255−23.8% | Reduced |
| Belpointe Asset Management LLC | 3,979 | $142.0K | 0.01% | +228+6.1% | Added |
| Group One Trading, L.P. | 3,994 | $142.0K | 0.00% | +3,994 | New |
| Smithfield Trust Co | 3,899 | $140.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,852 | $137.0K | 0.02% | −190−4.7% | Reduced |
| Sageworth Trust Co of South Dakota | 3,751 | $134.0K | 0.28% | +846+29.1% | Added |
| Ahrens Investment Partners LLC | 3,641 | $130.0K | 0.06% | −50−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,604 | $129.0K | 0.09% | −36−1.0% | Reduced |
| Monetary Management Group Inc | 3,525 | $126.0K | 0.04% | −400−10.2% | Reduced |
| Ellevest, Inc. | 3,397 | $121.0K | 0.01% | +385+12.8% | Added |
| Sun Life Financial INC | 3,288 | $118.0K | 0.01% | −137−4.0% | Reduced |
| Wellington Shields & Co., LLC | 3,285 | $117.0K | 0.03% | +3,285 | New |
| ACG Wealth | 3,284 | $117.0K | 0.02% | +3,284 | New |
| Bank of New Hampshire | 3,122 | $111.0K | 0.03% | −250−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,137 | $111.0K | 0.03% | +1,133+56.5% | Added |
| Mascoma Wealth Management LLC | 3,094 | $110.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,373 | $109.0K | 0.00% | +2,373 | New |
| Quent Capital, LLC | 3,016 | $108.0K | 0.02% | −150−4.7% | Reduced |
| Citizens National Bank Trust Department | 3,000 | $107.0K | 0.03% | +700+30.4% | Added |
| DuPont Capital Management Corp | 2,909 | $104.0K | 0.00% | −4,445−60.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,669 | $103.0K | 0.03% | −15−0.6% | Reduced |
| Brewin Dolphin Ltd | 2,874 | $102.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,803 | $101.0K | 0.01% | −4,865−63.4% | Reduced |
| Parkside Financial Bank & Trust | 2,832 | $101.0K | 0.03% | +6+0.2% | Added |
| TD Private Client Wealth LLC | 2,825 | $100.7K | 0.00% | −134−4.5% | Reduced |
| Costello Asset Management, INC | 2,759 | $98.0K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $97.3K | 0.02% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $94.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,629 | $94.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,631 | $93.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,548 | $91.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,500 | $90.0K | 0.01% | −2,710−52.0% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $90.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $90.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,528 | $90.0K | 0.01% | +204+8.8% | Added |
| Chilton Capital Management LLC | 2,526 | $90.0K | 0.01% | +2,526 | New |
| Atlantic Trust, LLC | 2,485 | $89.0K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,463 | $88.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,434 | $87.0K | 0.02% | −121−4.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $87.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,437 | $87.0K | 0.01% | +239+10.9% | Added |
| Sutton Wealth Advisors Inc. | 2,437 | $86.9K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 2,417 | $86.0K | 0.03% | +6+0.2% | Added |
| Raffa Wealth Management, LLC | 2,407 | $85.8K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,366 | $84.0K | 0.01% | −382−13.9% | Reduced |
| Gables Capital Management Inc. | 2,350 | $84.0K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,345 | $83.0K | 0.01% | −15,449−86.8% | Reduced |
| Seeyond | 2,345 | $83.0K | 0.01% | −47−2.0% | Reduced |
| NVWM, LLC | 2,343 | $83.0K | 0.03% | −5−0.2% | Reduced |
| Tevis Investment Management | 2,320 | $82.0K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,273 | $81.0K | 0.00% | −732−24.4% | Reduced |
| Clean Yield Group | 2,259 | $81.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,221 | $80.0K | 0.06% | −9,298−80.7% | Reduced |
| CoreCap Advisors, LLC | 2,193 | $78.0K | 0.01% | +2,193 | New |
| Northern Oak Wealth Management Inc | 2,150 | $77.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 2,150 | $77.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,169 | $77.0K | 0.01% | +56+2.7% | Added |
| Neo Ivy Capital Management | 2,133 | $76.0K | 0.20% | −6,533−75.4% | Reduced |
| Accel Wealth Management | 2,102 | $76.0K | 0.04% | −498−19.2% | Reduced |
| Vectors Research Management, LLC | 2,099 | $75.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,099 | $75.0K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,076 | $74.0K | 0.04% | −104−4.8% | Reduced |
| Addison Advisors LLC | 2,074 | $74.0K | 0.04% | +12+0.6% | Added |
| Duncker Streett & Co Inc | 2,061 | $73.0K | 0.02% | −95−4.4% | Reduced |
| Aua Capital Management, LLC | 2,050 | $73.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $71.0K | 0.05% | −50−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,985 | $71.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,340 | $71.0K | 0.02% | +3,444+181.6% | Added |
| Massmutual Trust Co FSB | 1,957 | $70.0K | 0.00% | −138−6.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $70.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,961 | $69.9K | 0.04% | +1,961 | New |
| Horan Securities, Inc. | 1,933 | $69.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,902 | $68.0K | 0.02% | −267−12.3% | Reduced |
| M&R Capital Management Inc | 1,885 | $67.0K | 0.02% | −80−4.1% | Reduced |
| Howe & Rusling Inc | 1,835 | $65.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,798 | $64.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,813 | $64.0K | 0.00% | +57+3.2% | Added |
| Field & Main Bank | 1,800 | $64.0K | 0.04% | +1,400+350.0% | Added |
| Beacon Capital Management, LLC | 1,368 | $63.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,774 | $63.0K | 0.02% | +1,424+406.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,720 | $61.0K | 0.03% | +5+0.3% | Added |
| Acima Private Wealth, LLC | 1,669 | $59.5K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,661 | $59.3K | 0.03% | +1,661 | New |
| TFC Financial Management | 1,645 | $59.0K | 0.02% | −3,385−67.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $59.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $59.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,640 | $58.0K | 0.01% | −169−9.3% | Reduced |