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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,596 | $57.0K | 0.04% | −1,332−45.5% | Reduced |
| First Community Trust NA | 1,612 | $57.0K | 0.07% | 00.0% | Unchanged |
| Oakmont Corp | 1,539 | $55.0K | 0.01% | −121−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,516 | $54.0K | 0.03% | +1,516 | New |
| Sugarloaf Wealth Management, LLC | 1,496 | $53.0K | 0.01% | +2+0.1% | Added |
| Cutler Group LP | 1,511 | $53.0K | 0.01% | +1,511 | New |
| Heritage Financial Services, LLC | 1,475 | $52.0K | 0.03% | +1,475 | New |
| Rockbridge Investment Management, LCC | 1,432 | $51.1K | 0.01% | −9,169−86.5% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $51.0K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,381 | $49.0K | 0.00% | −384−21.8% | Reduced |
| 1832 Asset Management L.P. | 1,380 | $49.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,365 | $49.0K | 0.04% | +928+212.4% | Added |
| Pacer Advisors, Inc. | 1,350 | $48.0K | 0.00% | −49,187−97.3% | Reduced |
| American Research & Management Co. | 1,325 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,280 | $46.0K | 0.04% | −222−14.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,235 | $44.0K | 0.00% | −845−40.6% | Reduced |
| Sargent Bickham Lagudis LLC | 1,244 | $44.0K | 0.00% | −80−6.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,238 | $44.0K | 0.01% | +1+0.1% | Added |
| Key Financial Inc | 1,226 | $44.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,244 | $44.0K | 0.00% | +157+14.4% | Added |
| TCI Wealth Advisors, Inc. | 1,197 | $43.0K | 0.01% | −332−21.7% | Reduced |
| Aspire Private Capital, LLC | 1,163 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,162 | $41.0K | 0.01% | +174+17.6% | Added |
| BerganKDV Wealth Management, LLC | 1,133 | $40.0K | 0.00% | +450+65.9% | Added |
| Concord Wealth Partners | 1,102 | $39.0K | 0.01% | −648−37.0% | Reduced |
| Highlander Capital Management, LLC | 1,080 | $39.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,091 | $39.0K | 0.02% | +1,091 | New |
| CVA Family Office, LLC | 1,072 | $38.0K | 0.01% | −405−27.4% | Reduced |
| Sageworth Trust Co | 1,067 | $38.0K | 0.00% | −200−15.8% | Reduced |
| Arlington Partners LLC | 1,046 | $37.0K | 0.01% | +1,046 | New |
| Arcadia Investment Management Corp | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,000 | $36.0K | 0.01% | +150+17.6% | Added |
| Missouri Trust & Investment Co | 982 | $35.0K | 0.02% | −25−2.5% | Reduced |
| Norwood Financial Corp | 940 | $34.0K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 953 | $34.0K | 0.01% | +519+119.6% | Added |
| Tompkins Financial Corp | 907 | $33.0K | 0.01% | −60−6.2% | Reduced |
| MCF Advisors LLC | 924 | $33.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 898 | $32.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 831 | $30.0K | 0.03% | −1−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 803 | $29.0K | 0.00% | −56−6.5% | Reduced |
| Gradient Investments LLC | 813 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 800 | $29.0K | 0.01% | +800 | New |
| JNBA Financial Advisors | 792 | $28.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 754 | $27.0K | 0.02% | −98−11.5% | Reduced |
| Ellis Investment Partners, LLC | 764 | $27.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 748 | $27.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $27.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 754 | $27.0K | 0.02% | +201+36.3% | Added |
| Pflug Koory, LLC | 718 | $26.0K | 0.02% | −130−15.3% | Reduced |
| Motco | 732 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $26.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $25.0K | 0.01% | −225−24.3% | Reduced |
| Valley National Advisers Inc | 677 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 669 | $24.0K | 0.01% | −485−42.0% | Reduced |
| First National Bank of South Miami | 660 | $24.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 670 | $23.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 656 | $23.0K | 0.00% | −94−12.5% | Reduced |
| Sierra Capital LLC | 649 | $23.0K | 0.00% | −16−2.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 650 | $23.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 649 | $23.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 631 | $22.5K | 0.01% | −65−9.3% | Reduced |
| Cyrus J. Lawrence, LLC | 604 | $22.0K | 0.01% | −300−33.2% | Reduced |
| Zullo Investment Group, Inc. | 619 | $22.0K | 0.01% | +18+3.0% | Added |
| Rosenberg Matthew Hamilton | 585 | $21.0K | 0.01% | −500−46.1% | Reduced |
| HHM Wealth Advisors, LLC | 579 | $21.0K | 0.01% | −100−14.7% | Reduced |
| West Branch Capital LLC | 590 | $21.0K | 0.01% | +100+20.4% | Added |
| Glen Eagle Advisors, LLC | 581 | $20.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 549 | $20.0K | 0.01% | −146−21.0% | Reduced |
| Selective Wealth Management, Inc. | 568 | $20.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 540 | $19.0K | 0.00% | −760−58.5% | Reduced |
| Financial Management Professionals, Inc. | 531 | $19.0K | 0.00% | +43+8.8% | Added |
| Sound Income Strategies, LLC | 534 | $19.0K | 0.00% | +78+17.1% | Added |
| Fairfield, Bush & Co. | 542 | $19.0K | 0.01% | +542 | New |
| Kelly Financial Services LLC | 519 | $18.5K | 0.01% | +1+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 500 | $18.0K | 0.01% | −500−50.0% | Reduced |
| Front Row Advisors LLC | 508 | $18.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 497 | $18.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $18.0K | 0.00% | +500 | New |
| CNB Bank | 473 | $17.0K | 0.01% | −56−10.6% | Reduced |
| Column Capital Advisors, LLC | 466 | $17.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 469 | $17.0K | 0.00% | +469 | New |
| West Bancorporation Inc | 460 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 413 | $14.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 416 | $14.0K | 0.00% | −290−41.1% | Reduced |
| JJJ Advisors Inc. | 349 | $14.0K | 0.00% | −69−16.5% | Reduced |
| Earnest Partners LLC | 393 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $14.0K | 0.01% | −9−2.3% | Reduced |
| First Personal Financial Services | 380 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 400 | $14.0K | 0.01% | +300+300.0% | Added |
| Better Money Decisions, LLC | 400 | $14.0K | 0.01% | +400 | New |
| Kessler Investment Group, LLC | 374 | $13.0K | 0.01% | −94,060−99.6% | Reduced |
| Sittner & Nelson, LLC | 371 | $13.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 367 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 351 | $13.0K | 0.00% | +1+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 362 | $13.0K | 0.00% | +229+172.2% | Added |
| Bell Investment Advisors, Inc | 377 | $13.0K | 0.00% | +377 | New |
| Bivin & Associates, Inc. | 325 | $12.0K | 0.01% | −325−50.0% | Reduced |