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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 35,501 | $1.27M | 0.03% | −124,176−77.8% | Reduced |
| Guggenheim Capital LLC | 35,127 | $1.25M | 0.01% | −20,552−36.9% | Reduced |
| Bokf, NA | 35,114 | $1.25M | 0.02% | −2,375−6.3% | Reduced |
| Gofen & Glossberg LLC | 34,939 | $1.25M | 0.03% | +95+0.3% | Added |
| Citizens Business Bank | 34,878 | $1.24M | 0.18% | +9,692+38.5% | Added |
| Essex Financial Services, Inc. | 34,210 | $1.22M | 0.14% | −212−0.6% | Reduced |
| Cetera Advisors LLC | 33,980 | $1.21M | 0.03% | +1,426+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,902 | $1.21M | 0.03% | −4,125−10.8% | Reduced |
| Redwood Investment Management, LLC | 33,917 | $1.21M | 0.20% | +33,917 | New |
| Pacific Global Investment Management CO | 33,533 | $1.20M | 0.28% | −330−1.0% | Reduced |
| KCM Investment Advisors LLC | 33,446 | $1.19M | 0.05% | −712−2.1% | Reduced |
| Poehling Capital Management, LLC | 33,392 | $1.19M | 0.45% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,363 | $1.19M | 0.02% | +2,003+6.4% | Added |
| Whittier Trust Co | 32,477 | $1.16M | 0.02% | −2,108−6.1% | Reduced |
| MUFG Americas Holdings Corp | 32,303 | $1.15M | 0.03% | −1,482−4.4% | Reduced |
| Panagora Asset Management Inc | 32,017 | $1.14M | 0.01% | −4,464−12.2% | Reduced |
| Bartlett & Co. LLC | 31,737 | $1.14M | 0.02% | −671−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,737 | $1.14M | 0.02% | −671−2.1% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.13M | 0.87% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 31,790 | $1.13M | 0.44% | +11,025+53.1% | Added |
| Savant Capital, LLC | 31,676 | $1.13M | 0.03% | −1,059−3.2% | Reduced |
| United Services Automobile Association | 31,323 | $1.12M | 0.03% | +31,323 | New |
| Capital Fund Management S.A. | 31,011 | $1.11M | 0.03% | +31,011 | New |
| ING Groep NV | 30,821 | $1.10M | 0.01% | −75,486−71.0% | Reduced |
| Hohimer Wealth Management, LLC | 30,789 | $1.10M | 0.32% | −40,036−56.5% | Reduced |
| Birch Hill Investment Advisors LLC | 30,479 | $1.09M | 0.07% | −450−1.5% | Reduced |
| AIA Group Ltd | 29,882 | $1.07M | 0.06% | −4,892−14.1% | Reduced |
| Aigen Investment Management, LP | 29,804 | $1.06M | 0.18% | +29,804 | New |
| Proequities, Inc. | 29,638 | $1.06M | 0.09% | −941−3.1% | Reduced |
| Financial Advocates Investment Management | 29,755 | $1.06M | 0.09% | −550−1.8% | Reduced |
| Maven Securities LTD | 29,711 | $1.06M | 0.19% | +8,821+42.2% | Added |
| Capstone Investment Advisors, LLC | 29,710 | $1.06M | 0.02% | +15,768+113.1% | Added |
| Regentatlantic Capital LLC | 29,576 | $1.05M | 0.03% | +73+0.2% | Added |
| FineMark National Bank & Trust | 29,313 | $1.04M | 0.05% | +339+1.2% | Added |
| Delta Financial Advisors LLC | 29,254 | $1.04M | 0.52% | +40.0% | Added |
| Inscription Capital, LLC | 29,247 | $1.04M | 0.19% | +29,247 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 28,980 | $1.03M | 0.09% | +3,728+14.8% | Added |
| Seven Eight Capital, LP | 28,829 | $1.03M | 0.41% | +17,646+157.8% | Added |
| Atria Wealth Solutions, Inc. | 28,590 | $1.02M | 0.02% | −2,015−6.6% | Reduced |
| Central Trust Co | 28,181 | $1.00M | 0.03% | −90−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,074 | $1.00M | 0.00% | +625+2.3% | Added |
| Lazard Freres Gestion S.A.S. | 27,785 | $994.0K | 0.04% | −3,055−9.9% | Reduced |
| Allstate Corp | 27,882 | $994.0K | 0.03% | −2,856−9.3% | Reduced |
| Neville Rodie & Shaw Inc | 27,768 | $990.0K | 0.09% | +35+0.1% | Added |
| Vident Investment Advisory, LLC | 27,849 | $988.0K | 0.03% | +20,800+295.1% | Added |
| Barden Capital Management, Inc. | 27,476 | $981.0K | 1.06% | +2,218+8.8% | Added |
| AlphaCrest Capital Management LLC | 27,208 | $970.0K | 0.05% | +6,747+33.0% | Added |
| Symphony Financial, Ltd. Co. | 26,887 | $963.0K | 0.28% | −161−0.6% | Reduced |
| Segall Bryant & Hamill, LLC | 27,080 | $962.0K | 0.01% | +892+3.4% | Added |
| Sawgrass Asset Management LLC | 26,844 | $957.0K | 0.12% | −1,596−5.6% | Reduced |
| Goelzer Investment Management, Inc. | 26,800 | $956.0K | 0.09% | +19,885+287.6% | Added |
| Fishman Jay A Ltd | 26,492 | $944.7K | 0.13% | −700−2.6% | Reduced |
| Kraematon Investment Advisors, Inc | 26,452 | $943.0K | 1.09% | −2,727−9.3% | Reduced |
| MAI Capital Management | 26,382 | $941.0K | 0.02% | +534+2.1% | Added |
| AdvisorShares Investments LLC | 25,985 | $927.0K | 0.26% | −390−1.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $927.0K | 0.15% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 25,918 | $924.0K | 0.21% | −4,720−15.4% | Reduced |
| New England Research & Management, Inc. | 25,900 | $924.0K | 0.54% | −500−1.9% | Reduced |
| Ieq Capital, LLC | 25,822 | $921.0K | 0.03% | −5,203−16.8% | Reduced |
| Selway Asset Management | 25,825 | $921.0K | 0.51% | +260+1.0% | Added |
| Principle Wealth Partners LLC | 25,807 | $920.0K | 0.11% | −1,251−4.6% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $920.0K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 25,804 | $920.0K | 0.33% | +25,804 | New |
| City Holding Co | 25,477 | $908.0K | 0.17% | −935−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 24,936 | $893.0K | 0.02% | −62,731−71.6% | Reduced |
| Merit Financial Group, LLC | 25,031 | $893.0K | 0.03% | +8,494+51.4% | Added |
| Southport Management, L.L.C. | 25,000 | $891.5K | 3.79% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,843 | $886.0K | 0.01% | −591−2.3% | Reduced |
| First Manhattan Co | 24,832 | $885.0K | 0.00% | −1,000−3.9% | Reduced |
| Vontobel Holding Ltd. | 24,648 | $883.0K | 0.01% | +2,570+11.6% | Added |
| Hartford Financial Management Inc. | 24,604 | $877.0K | 0.24% | −658−2.6% | Reduced |
| Investment Management of Virginia LLC | 24,510 | $874.0K | 0.18% | +59+0.2% | Added |
| Johnson Investment Counsel Inc | 24,432 | $871.0K | 0.01% | +2,223+10.0% | Added |
| American Century Companies Inc | 24,043 | $858.0K | 0.00% | +7,684+47.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,034 | $857.0K | 0.01% | +1,734+7.8% | Added |
| Aquila Investment Management LLC | 24,000 | $856.0K | 0.61% | 00.0% | Unchanged |
| Choate Investment Advisors | 23,925 | $853.0K | 0.05% | −27,522−53.5% | Reduced |
| B. Riley Wealth Management, Inc. | 23,643 | $843.0K | 0.08% | +13,885+142.3% | Added |
| 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 |
| National Asset Management, Inc. | 23,389 | $834.0K | 0.04% | −504−2.1% | Reduced |
| Dowling & Yahnke LLC | 23,320 | $832.0K | 0.04% | −790−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 23,300 | $831.0K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 23,289 | $830.0K | 0.03% | −11,808−33.6% | Reduced |
| Busey Wealth Management | 23,175 | $827.0K | 0.04% | −1,765−7.1% | Reduced |
| Wilen Investment Management Corp. | 23,317 | $822.0K | 0.71% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 22,887 | $816.1K | 0.45% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,875 | $816.0K | 0.68% | −130−0.6% | Reduced |
| Everence Capital Management Inc | 22,720 | $810.0K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 22,473 | $801.0K | 0.01% | −10,700−32.3% | Reduced |
| Lake Street Advisors Group, LLC | 22,422 | $800.0K | 0.06% | +4,404+24.4% | Added |
| Redpoint Investment Management Pty Ltd | 22,322 | $796.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 22,157 | $791.3K | 0.02% | +3,822+20.8% | Added |
| First Hawaiian Bank | 22,200 | $791.0K | 0.03% | −5,775−20.6% | Reduced |
| Assetmark, Inc | 22,022 | $785.0K | 0.00% | +2,050+10.3% | Added |
| Advisor Resource Council | 21,979 | $784.0K | 0.07% | +21,979 | New |
| 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 |
| Rossmore Private Capital | 21,672 | $773.0K | 0.13% | −150−0.7% | Reduced |
| Roberts Glore & Co Inc | 21,265 | $758.0K | 0.25% | −160−0.7% | Reduced |