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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
Liberty Capital Management, Inc.21,237$757.0K0.27%−650−3.0%Reduced
Fractal Investments LLC20,896$745.0K0.24%00.0%Unchanged
ExodusPoint Capital Management, LP20,695$738.0K0.01%+20,695New
Tower Bridge Advisors20,592$734.3K0.06%−2,400−10.4%Reduced
Bessemer Group Inc20,566$733.0K0.00%+1,204+6.2%Added
Federation des caisses Desjardins du Quebec20,466$729.8K0.01%+3,301+19.2%Added
Abbrea Capital, LLC20,151$722.0K0.12%−829−4.0%Reduced
CIBC World Markets Inc.20,157$719.0K0.00%+1,757+9.5%Added
Lipe & Dalton20,114$717.0K0.42%+501+2.6%Added
Vestcor Inc19,910$710.0K0.03%+6,887+52.9%Added
Stonehage Fleming Financial Services Holdings Ltd19,630$702.0K0.03%−1,053−5.1%Reduced
Moody National Bank Trust Division19,675$701.0K0.07%−2,007−9.3%Reduced
Bollard Group LLC19,336$690.0K0.03%−2,924−13.1%Reduced
Buffington Mohr McNeal19,191$684.0K0.15%−368−1.9%Reduced
Umb Bank N A19,186$684.0K0.01%−311−1.6%Reduced
Pinnacle Associates Ltd19,106$681.0K0.01%+60.0%Added
Bridges Investment Management Inc19,043$679.0K0.02%00.0%Unchanged
Quantbot Technologies LP19,053$679.0K0.06%+19,053New
Arthur M. Cohen & Associates, LLC19,000$678.0K0.17%00.0%Unchanged
Wendell David Associates Inc18,870$673.0K0.09%+505+2.7%Added
Resources Investment Advisors, LLC.18,835$672.0K0.03%−1,674−8.2%Reduced
Caldwell Trust Co18,734$668.1K0.09%−1,709−8.4%Reduced
Concentric Capital Strategies, LP18,700$667.0K0.55%+18,700New
Patten & Patten Inc18,681$666.0K0.06%−175−0.9%Reduced
Reynolds Investment Management, Inc.18,657$665.0K0.24%−30−0.2%Reduced
Polar Capital Holdings Plc18,637$665.0K0.01%+4,202+29.1%Added
XTX Topco Ltd18,220$650.0K0.27%+3,330+22.4%Added
AE Wealth Management LLC18,101$645.0K0.01%−1,028−5.4%Reduced
Blue Square Asset Management, LLC18,039$643.0K1.38%−11,873−39.7%Reduced
Meeder Asset Management Inc18,021$643.0K0.04%+3,419+23.4%Added
EagleClaw Capital Managment, LLC18,000$642.0K0.17%+350+2.0%Added
Wedbush Securities Inc17,896$638.0K0.03%−5,121−22.2%Reduced
Fieldpoint Private Securities, LLC17,890$638.0K0.19%−1,739−8.9%Reduced
Engineers Gate Manager LP17,845$636.0K0.02%−85,449−82.7%Reduced
Montecito Bank & Trust17,742$633.0K0.15%−15,145−46.1%Reduced
Penobscot Investment Management Company, Inc.17,732$632.0K0.11%−400−2.2%Reduced
Boyd Watterson Asset Management LLC17,709$632.0K0.27%−40.0%Reduced
Trust Co of Toledo NA17,653$629.0K0.11%−26−0.1%Reduced
Waters Parkerson & Co., LLC17,550$626.0K0.04%00.0%Unchanged
Miller Investment Management, LP17,500$624.0K0.13%00.0%Unchanged
Clearstead Advisors, LLC17,423$621.0K0.05%−428−2.4%Reduced
Blueshift Asset Management, LLC17,307$617.0K0.10%+9,551+123.1%Added
BI Asset Management Fondsmaeglerselskab A/S17,271$616.0K0.03%+4,699+37.4%Added
Salem Investment Counselors Inc17,149$614.0K0.03%−2,482−12.6%Reduced
Marble Harbor Investment Counsel, LLC17,079$609.0K0.09%+186+1.1%Added
Estabrook Capital Management17,065$608.5K0.10%00.0%Unchanged
PEAK6 Investments LLC17,055$608.0K0.01%+6,466+61.1%Added
David Loasby16,622$605.0K0.09%+51+0.3%Added
Home Federal Bank of Tennessee16,839$601.0K0.23%+850+5.3%Added
CAPROCK Group, Inc.16,756$600.0K0.06%−1,432−7.9%Reduced
Empirical Finance, LLC16,835$600.0K0.08%+869+5.4%Added
International Assets Investment Management, LLC16,782$598.4K0.12%−862−4.9%Reduced
TRUE Private Wealth Advisors16,784$598.0K0.09%−29−0.2%Reduced
American Portfolios Advisors16,582$591.3K0.02%−174−1.0%Reduced
Morningstar Investment Services LLC16,446$590.0K0.01%+3,232+24.5%Added
Parallel Advisors, LLC16,323$582.0K0.03%+364+2.3%Added
Integrated Wealth Concepts LLC16,208$578.0K0.02%+260+1.6%Added
Westhampton Capital, LLC16,207$578.0K0.41%+690+4.4%Added
Quantum Private Wealth, LLC16,087$573.0K0.34%−1,758−9.9%Reduced
Parsec Financial Management, Inc.16,013$571.0K0.03%−225−1.4%Reduced
Advisory Services Network, LLC15,920$567.0K0.02%−2,632−14.2%Reduced
Wetherby Asset Management Inc15,819$564.0K0.04%+2,625+19.9%Added
River Wealth Advisors LLC15,776$563.0K0.10%−243−1.5%Reduced
Gsa Capital Partners LLP15,782$563.0K0.08%+10,644+207.2%Added
Corient Capital Partners, LLC15,610$557.0K0.04%−3,134−16.7%Reduced
HB Wealth Management, LLC15,632$557.0K0.01%+1,677+12.0%Added
Graypoint LLC15,580$556.0K0.07%−1,588−9.2%Reduced
Montag A & Associates Inc15,490$555.0K0.04%−300−1.9%Reduced
Journey Advisory Group, LLC13,661$554.0K0.13%+494+3.8%Added
Foster & Motley Inc15,464$551.0K0.05%+105+0.7%Added
Curated Wealth Partners LLC15,469$550.0K0.16%−2,183−12.4%Reduced
Valley Brook Capital Group15,411$549.0K0.57%−150−1.0%Reduced
Atlantic Union Bankshares Corp15,373$548.0K0.06%−783−4.8%Reduced
Acadian Asset Management LLC15,356$548.0K0.00%+15,356New
Courier Capital LLC15,311$546.0K0.06%−5,967−28.0%Reduced
Bryn Mawr Trust Co15,280$545.0K0.03%−37−0.2%Reduced
Scotia Capital Inc.15,054$537.0K0.00%−5,787−27.8%Reduced
Walleye Capital LLC14,876$530.0K0.02%+14,876New
ELCO Management Co., LLC14,801$528.0K0.43%−673−4.3%Reduced
BKD Wealth Advisors, LLC14,673$523.0K0.02%+5,267+56.0%Added
Kingsview Wealth Management, LLC14,607$521.0K0.02%+946+6.9%Added
Sandy Spring Bank14,592$520.0K0.03%−326−2.2%Reduced
Capital City Trust Co14,559$519.0K0.17%−884−5.7%Reduced
Crestwood Advisors Group LLC14,486$517.0K0.02%−1,220−7.8%Reduced
True North Advisors, LLC14,479$516.0K0.16%−75−0.5%Reduced
Ar Asset Management Inc14,400$514.0K0.15%00.0%Unchanged
Chicago Capital, LLC14,402$514.0K0.03%+600+4.3%Added
Webster Bank, N. A.14,369$513.0K0.07%−1,691−10.5%Reduced
Assenagon Asset Management S.A.14,356$512.0K0.00%−1,825−11.3%Reduced
Baldwin Investment Management, LLC14,352$512.0K0.17%−300−2.0%Reduced
Venture Visionary Partners LLC14,355$511.9K0.04%−249−1.7%Reduced
Simmons Bank14,292$509.0K0.04%−1,737−10.8%Reduced
Exchange Traded Concepts, LLC14,282$509.0K0.01%+3,995+38.8%Added
Financial Counselors Inc14,252$508.0K0.01%+1,882+15.2%Added
Great Valley Advisor Group, Inc.14,244$508.0K0.03%+5,371+60.5%Added
Gyon Technologies Capital Management, LP14,258$508.0K0.14%+14,258New
Pitcairn Co14,180$506.0K0.05%−71−0.5%Reduced
Bragg Financial Advisors, Inc14,073$502.0K0.03%−1,455−9.4%Reduced
Brendel Financial Advisors LLC14,078$502.0K0.44%00.0%Unchanged
Everett Harris & Co14,021$500.0K0.01%00.0%Unchanged