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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 352 | $12.0K | 0.00% | +1+0.3% | Added |
| Tortoise Investment Management, LLC | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 340 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 344 | $12.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 301 | $11.0K | 0.00% | −50−14.2% | Reduced |
| Disciplined Investments, LLC | 319 | $11.0K | 0.00% | −31−8.9% | Reduced |
| Level Financial Advisors, Inc. | 320 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 302 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 285 | $10.0K | 0.00% | −99−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 297 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 244 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 256 | $9.00K | 0.00% | +256 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $8.02K | 0.00% | −20−8.2% | Reduced |
| Pinnacle Financial Partners Inc | 236 | $8.00K | 0.00% | −4,610−95.1% | Reduced |
| PrairieView Partners, LLC | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 221 | $8.00K | 0.01% | +1+0.5% | Added |
| Strategic Asset Management, LLC | 223 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 228 | $8.00K | 0.00% | +200+714.3% | Added |
| WR Wealth Planners, LLC | 200 | $7.13K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 169 | $6.00K | 0.00% | +1+0.6% | Added |
| Independence Bank of Kentucky | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 166 | $6.00K | 0.01% | +78+88.6% | Added |
| Heritage Wealth Management, LLC | 165 | $5.88K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 144 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 129 | $5.00K | 0.00% | −25−16.2% | Reduced |
| McIlrath & Eck, LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 125 | $4.45K | 0.00% | +1+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $4.00K | 0.00% | −2,000−94.8% | Reduced |
| Providence Capital Advisors, LLC | 108 | $4.00K | 0.00% | −58−34.9% | Reduced |
| Ci Investments Inc. | 104 | $4.00K | 0.00% | −3−2.8% | Reduced |
| Sawyer & Company, Inc | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 139 | $4.00K | 0.00% | +91+189.6% | Added |
| Urban Wealth Management, LLC | 100 | $4.00K | 0.01% | +100 | New |
| Toth Financial Advisory Corp | 90 | $3.00K | 0.00% | −77−46.1% | Reduced |
| Central Bank & Trust Co | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 71 | $3.00K | 0.00% | +6+9.2% | Added |
| Global Financial Private Client, LLC | 74 | $2.66K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 56 | $2.00K | 0.00% | −33−37.1% | Reduced |
| GW&K Investment Management, LLC | 65 | $2.00K | 0.00% | +10+18.2% | Added |
| Atticus Wealth Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 47 | $2.00K | 0.02% | +47 | New |
| PFS Partners, LLC | 51 | $1.81K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $1.00K | 0.00% | +10+58.8% | Added |
| Guardian Wealth Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 28 | $1.00K | 0.00% | +25+833.3% | Added |
| Wagner Wealth Management, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Truvestments Capital LLC | 32 | $1.00K | 0.00% | +32 | New |
| Pacifica Partners Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 900 | – | – | −250−21.7% | Reduced |
| STRS Ohio | 0 | $0 | 0.00% | −43,045−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −1,418,308−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −407,872−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −259,129−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −168,580−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −151,600−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −132,868−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −122,696−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −109,491−100.0% | Sold out |
| XXEC, Inc. | 0 | $0 | 0.00% | −41,982−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −27,948−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −25,125−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,804−100.0% | Sold out |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −22,482−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −19,809−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −45,640−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,506−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −20,897−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,321−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,821−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,645−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,358−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,904−100.0% | Sold out |