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 |
|---|---|---|---|---|---|
| Ascension Asset Management LLC | 14,035 | $500.0K | 0.37% | +14,035 | New |
| Amussen Hunsaker Associates LLC | 13,985 | $498.0K | 0.14% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 13,950 | $497.0K | 0.19% | −453−3.1% | Reduced |
| Brown Advisory Securities, LLC | 13,816 | $493.0K | 0.47% | −5,665−29.1% | Reduced |
| Connectus Wealth, LLC | 13,822 | $493.0K | 0.01% | +10.0% | Added |
| Western Wealth Management, LLC | 13,809 | $492.0K | 0.03% | +26+0.2% | Added |
| Security National Bank of So Dak | 13,596 | $484.0K | 0.40% | −245−1.8% | Reduced |
| Benedict Financial Advisors Inc | 13,520 | $482.0K | 0.14% | +152+1.1% | Added |
| Lincoln National Corp | 13,489 | $481.0K | 0.01% | +2,639+24.3% | Added |
| Jump Financial, LLC | 13,438 | $479.0K | 0.02% | +13,438 | New |
| Aull & Monroe Investment Management Corp | 13,306 | $474.0K | 0.24% | −150−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 13,258 | $473.0K | 0.10% | −122−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 12,975 | $470.1K | 0.01% | −26,596−67.2% | Reduced |
| Walleye Trading LLC | 13,178 | $470.0K | 0.01% | +13,178 | New |
| Holderness Investments Co | 13,087 | $467.0K | 0.19% | −574−4.2% | Reduced |
| Transform Wealth, LLC | 13,040 | $467.0K | 0.07% | −406−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,062 | $466.0K | 0.04% | −44−0.3% | Reduced |
| Excalibur Management Corp | 13,033 | $465.0K | 0.24% | −21−0.2% | Reduced |
| Cambridge Trust Co | 13,038 | $465.0K | 0.02% | +392+3.1% | Added |
| Forte Capital LLC | 12,981 | $463.0K | 0.08% | −422−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 12,958 | $462.0K | 0.02% | +7,553+139.7% | Added |
| Point72 Hong Kong Ltd | 12,939 | $461.0K | 0.03% | −66,395−83.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,718 | $461.0K | 0.02% | +12,718 | New |
| Werlinich Asset Management, LLC | 12,915 | $460.5K | 0.43% | +75+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,881 | $459.0K | 0.02% | +40.0% | Added |
| Trust Co of Virginia | 12,822 | $458.0K | 0.05% | −561−4.2% | Reduced |
| Means Investment Co., Inc. | 12,826 | $457.0K | 0.10% | +20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 12,728 | $454.0K | 0.01% | −2,167−14.5% | Reduced |
| Metis Global Partners, LLC | 12,709 | $454.0K | 0.07% | −742−5.5% | Reduced |
| Penserra Capital Management LLC | 12,714 | $452.0K | 0.01% | −645−4.8% | Reduced |
| Allred Capital Management, LLC | 12,500 | $445.0K | 0.28% | −1,342−9.7% | Reduced |
| Columbia Asset Management | 12,343 | $440.0K | 0.11% | +12,343 | New |
| Community Bank, N.A. | 12,225 | $436.0K | 0.06% | −972−7.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,185 | $435.0K | 0.06% | +100+0.8% | Added |
| Bath Savings Trust Co | 12,146 | $433.0K | 0.06% | −370−3.0% | Reduced |
| Greenleaf Trust | 12,132 | $433.0K | 0.01% | +1,381+12.8% | Added |
| Meridian Management Co | 12,040 | $429.0K | 0.17% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,979 | $427.0K | 0.12% | −1,961−14.1% | Reduced |
| Fiduciary Group LLC | 9,929 | $427.0K | 0.05% | −739−6.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $426.0K | 0.06% | −445−3.6% | Reduced |
| Resources Management Corp | 11,879 | $424.0K | 0.07% | −1,905−13.8% | Reduced |
| Burns J W & Co Inc | 11,893 | $424.0K | 0.08% | −483−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,890 | $424.0K | 0.02% | +396+3.4% | Added |
| Groesbeck Investment Management Corp | 11,824 | $422.0K | 0.70% | −1,247−9.5% | Reduced |
| Keeley-Teton Advisors, LLC | 11,828 | $422.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 11,745 | $419.0K | 0.02% | −4,682−28.5% | Reduced |
| ICW Investment Advisors LLC | 11,753 | $419.0K | 0.27% | +361+3.2% | Added |
| Moneta Group Investment Advisors LLC | 11,694 | $417.0K | 0.01% | +1,099+10.4% | Added |
| Personal Cfo Solutions, LLC | 11,664 | $416.0K | 0.10% | +39+0.3% | Added |
| Mayflower Financial Advisors, LLC | 11,677 | $416.0K | 0.06% | +1,568+15.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,612 | $414.0K | 0.04% | +1,937+20.0% | Added |
| Diversified Trust Co | 11,609 | $414.0K | 0.02% | +5,246+82.4% | Added |
| Boston Trust Walden Corp | 11,551 | $412.0K | 0.00% | +30+0.3% | Added |
| Donaldson Capital Management, LLC | 11,472 | $409.0K | 0.02% | −50−0.4% | Reduced |
| Bayesian Capital Management, LP | 11,423 | $407.0K | 0.08% | +2,223+24.2% | Added |
| Credit Agricole S A | 11,340 | $404.0K | 0.02% | −152,255−93.1% | Reduced |
| Laurel Wealth Advisors LLC | 11,343 | $404.0K | 0.10% | −535−4.5% | Reduced |
| Charter Trust Co | 11,332 | $404.0K | 0.03% | +1,413+14.2% | Added |
| Shayne & Co., LLC | 11,310 | $403.0K | 0.24% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,251 | $401.0K | 0.23% | −929−7.6% | Reduced |
| Great Lakes Advisors, LLC | 11,249 | $401.0K | 0.01% | +5,936+111.7% | Added |
| Ledyard National Bank | 11,198 | $400.0K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 11,188 | $399.0K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 11,126 | $397.0K | 0.11% | +11,126 | New |
| Cullen/Frost Bankers, Inc. | 11,102 | $396.0K | 0.01% | −126−1.1% | Reduced |
| Signaturefd, LLC | 11,117 | $396.0K | 0.01% | +2,551+29.8% | Added |
| CFO4Life Group, LLC | 11,110 | $395.0K | 0.10% | +2,550+29.8% | Added |
| Kestra Private Wealth Services, LLC | 10,927 | $390.0K | 0.02% | −472−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 10,964 | $390.0K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 10,893 | $389.0K | 0.00% | +2,177+25.0% | Added |
| Cigna Investments Inc | 10,853 | $387.0K | 0.08% | −4,200−27.9% | Reduced |
| Hunter Associates Investment Management LLC | 10,822 | $387.0K | 0.10% | +10,822 | New |
| Mountain Pacific Investment Advisers Inc | 10,773 | $384.0K | 0.03% | −1,250−10.4% | Reduced |
| Security National Bank of Sioux City Iowa | 10,714 | $382.0K | 0.33% | −10−0.1% | Reduced |
| Grimes & Company, Inc. | 10,650 | $380.0K | 0.02% | +37+0.3% | Added |
| Park Avenue Securities LLC | 10,640 | $379.0K | 0.01% | +651+6.5% | Added |
| Boston Financial Mangement LLC | 10,552 | $376.0K | 0.02% | +243+2.4% | Added |
| Lindbrook Capital, LLC | 10,518 | $375.0K | 0.06% | −329−3.0% | Reduced |
| Marco Investment Management LLC | 10,468 | $373.0K | 0.04% | +1,555+17.4% | Added |
| Jacobi Capital Management LLC | 10,443 | $372.0K | 0.05% | −32−0.3% | Reduced |
| 1st Source Bank | 10,436 | $372.0K | 0.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $371.0K | 0.20% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,174 | $363.0K | 0.05% | −25−0.2% | Reduced |
| Dividend Assets Capital, LLC | 10,110 | $361.0K | 0.08% | −800−7.3% | Reduced |
| Osborne Partners Capital Management, LLC | 10,094 | $360.0K | 0.03% | −942−8.5% | Reduced |
| Frontier Wealth Management LLC | 10,015 | $357.0K | 0.03% | −2,975−22.9% | Reduced |
| Canal Insurance CO | 10,000 | $357.0K | 0.10% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $357.0K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,812 | $357.0K | 0.04% | +1,176+15.4% | Added |
| Private Trust Co NA | 10,010 | $357.0K | 0.06% | +10,010 | New |
| Fruth Investment Management | 7,481 | $355.0K | 0.10% | 00.0% | Unchanged |
| South State Corp. | 9,917 | $354.0K | 0.03% | −723−6.8% | Reduced |
| Colonial Trust Advisors | 9,911 | $353.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 9,876 | $352.0K | 0.05% | −31−0.3% | Reduced |
| Quadrature Capital Ltd | 9,855 | $351.0K | 0.01% | +9,855 | New |
| Verdence Capital Advisors LLC | 9,815 | $350.0K | 0.05% | −8−0.1% | Reduced |
| Veriti Management LLC | 9,799 | $349.0K | 0.05% | +1,834+23.0% | Added |
| Independent Advisor Alliance | 9,745 | $348.0K | 0.02% | −1,282−11.6% | Reduced |
| Fox Run Management, L.L.C. | 9,751 | $348.0K | 0.17% | +9,751 | New |
| Cary Street Partner Investment Advisory LLC | 9,704 | $346.0K | 0.03% | +9,704 | New |