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 |
|---|---|---|---|---|---|
| New England Guild Wealth Advisors, Inc. | 9,674 | $345.0K | 0.21% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 9,625 | $343.0K | 0.01% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 9,581 | $342.0K | 0.41% | +9,581 | New |
| Berkshire Bank | 9,573 | $341.0K | 0.10% | −60−0.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $338.0K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 9,465 | $338.0K | 0.21% | +250+2.7% | Added |
| Enterprise Financial Services Corp | 9,439 | $337.0K | 0.07% | +48+0.5% | Added |
| Flagship Harbor Advisors, LLC | 9,429 | $336.0K | 0.04% | −2,596−21.6% | Reduced |
| Chemung Canal Trust Co | 9,413 | $336.0K | 0.08% | −300−3.1% | Reduced |
| Sky Investment Group LLC | 9,417 | $336.0K | 0.08% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,396 | $335.0K | 0.04% | +600+6.8% | Added |
| Bard Financial Services, Inc. | 9,360 | $334.0K | 0.03% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 9,372 | $334.0K | 0.06% | +550+6.2% | Added |
| Tucker Asset Management LLC | 9,347 | $333.3K | 0.11% | +128+1.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 9,342 | $333.0K | 0.04% | +825+9.7% | Added |
| Spearhead Capital Advisors, LLC | 9,317 | $332.0K | 0.05% | +9,317 | New |
| Monterey Private Wealth, Inc. | 9,277 | $331.0K | 0.19% | +98+1.1% | Added |
| River & Mercantile Investments Ltd | 9,227 | $329.0K | 0.10% | −5,274−36.4% | Reduced |
| Wedmont Private Capital | 9,239 | $329.0K | 0.07% | +9,239 | New |
| Pointe Capital Management LLC | 9,190 | $328.0K | 0.24% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,211 | $328.0K | 0.09% | +3,734+68.2% | Added |
| Tiemann Investment Advisors, LLC | 9,121 | $325.0K | 0.17% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,094 | $324.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,034 | $322.0K | 0.07% | −993−9.9% | Reduced |
| Country Club Bank | 8,959 | $321.0K | 0.03% | −400−4.3% | Reduced |
| Washington Trust Co | 8,980 | $320.0K | 0.02% | −563−5.9% | Reduced |
| Financial Advisory Group | 8,937 | $319.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,864 | $316.0K | 0.03% | 00.0% | Unchanged |
| Wahed Invest LLC | 8,838 | $315.0K | 0.19% | −1,235−12.3% | Reduced |
| Centiva Capital, LP | 8,707 | $310.0K | 0.02% | −22,232−71.9% | Reduced |
| Horizon Investments, LLC | 8,662 | $309.0K | 0.01% | −70−0.8% | Reduced |
| First Western Trust Bank | 8,597 | $308.0K | 0.02% | −301−3.4% | Reduced |
| Exencial Wealth Advisors, LLC | 8,625 | $308.0K | 0.02% | −284−3.2% | Reduced |
| BTR Capital Management Inc | 8,600 | $308.0K | 0.04% | −250−2.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $307.0K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $306.0K | 0.08% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,563 | $305.0K | 0.08% | +1,325+18.3% | Added |
| McDonald Partners LLC | 8,479 | $302.0K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 8,460 | $302.0K | 0.02% | +8,460 | New |
| Papp L Roy & Associates | 8,439 | $301.0K | 0.04% | −3,324−28.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,433 | $301.0K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,426 | $300.0K | 0.06% | −37−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,406 | $300.0K | 0.07% | +20.0% | Added |
| Advisors Asset Management, Inc. | 8,380 | $299.0K | 0.01% | +8,380 | New |
| Baker Ellis Asset Management LLC | 8,353 | $298.0K | 0.06% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 8,347 | $298.0K | 0.00% | +8,347 | New |
| Prospera Financial Services Inc | 8,321 | $297.0K | 0.02% | −2,022−19.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,292 | $297.0K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,342 | $297.0K | 0.06% | +554+7.1% | Added |
| Piscataqua Savings Bank | 8,282 | $296.0K | 0.26% | −264−3.1% | Reduced |
| Farmers Trust Co | 8,297 | $296.0K | 0.07% | +160+2.0% | Added |
| Wade G W & Inc | 8,194 | $292.0K | 0.01% | +390+5.0% | Added |
| Flputnam Investment Management Co | 8,164 | $291.0K | 0.01% | −3,102−27.5% | Reduced |
| Heritage Trust Co | 8,116 | $289.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,080 | $288.0K | 0.03% | +995+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 8,062 | $288.0K | 0.03% | +129+1.6% | Added |
| Covington Capital Management | 8,039 | $287.0K | 0.01% | −900−10.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,015 | $287.0K | 0.01% | −578−6.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,068 | $287.0K | 0.00% | −106−1.3% | Reduced |
| Logan Capital Management Inc | 8,004 | $285.0K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,978 | $284.0K | 0.11% | −750−8.6% | Reduced |
| HBK Sorce Advisory LLC | 7,962 | $284.0K | 0.02% | −631−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 7,951 | $284.0K | 0.06% | −97−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,965 | $284.0K | 0.01% | +472+6.3% | Added |
| Kore Private Wealth LLC | 7,968 | $284.0K | 0.04% | +856+12.0% | Added |
| Eagle Asset Management Inc | 7,960 | $283.0K | 0.00% | −171−2.1% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $281.0K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 7,823 | $279.0K | 0.01% | −3,966−33.6% | Reduced |
| Fort, L.P. | 7,809 | $278.0K | 0.19% | −8,946−53.4% | Reduced |
| Kovack Advisors, Inc. | 7,748 | $276.0K | 0.04% | +12+0.2% | Added |
| Peoples Financial Services Corp. | 7,675 | $273.0K | 0.13% | −1,800−19.0% | Reduced |
| TownSquare Capital, LLC | 7,619 | $272.0K | 0.01% | −1,428−15.8% | Reduced |
| Washington Trust Advisors, Inc. | 7,631 | $272.0K | 0.02% | −1,119−12.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 7,619 | $272.0K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,618 | $272.0K | 0.11% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,597 | $271.0K | 0.08% | −25−0.3% | Reduced |
| Bank of the West | 7,603 | $271.0K | 0.03% | −20−0.3% | Reduced |
| Ancora Advisors, LLC | 7,531 | $269.0K | 0.01% | +467+6.6% | Added |
| Farmers National Bank | 7,494 | $267.2K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,462 | $266.0K | 0.04% | +105+1.4% | Added |
| Chicago Partners Investment Group LLC | 6,563 | $266.0K | 0.02% | −89−1.3% | Reduced |
| Profund Advisors LLC | 7,441 | $265.0K | 0.02% | −2,369−24.1% | Reduced |
| Deseret Mutual Benefit Administrators | 7,433 | $265.0K | 0.06% | +150+2.1% | Added |
| SRS Capital Advisors, Inc. | 7,442 | $265.0K | 0.04% | +270+3.8% | Added |
| Cornerstone Wealth Management, LLC | 7,440 | $265.0K | 0.03% | +280+3.9% | Added |
| EP Wealth Advisors, LLC | 7,403 | $264.0K | 0.01% | +7,403 | New |
| KG&L Capital Management,LLC | 7,385 | $263.0K | 0.14% | −2,553−25.7% | Reduced |
| SlateStone Wealth, LLC | 7,378 | $263.0K | 0.07% | −339−4.4% | Reduced |
| Burleson & Company, LLC | 7,373 | $263.0K | 0.06% | +8+0.1% | Added |
| Atwood & Palmer Inc | 7,350 | $262.0K | 0.03% | −1,675−18.6% | Reduced |
| NTB Financial Corp | 7,351 | $262.0K | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,248 | $260.0K | 0.02% | +50+0.7% | Added |
| Forum Financial Management, LP | 7,290 | $260.0K | 0.01% | +201+2.8% | Added |
| First Horizon Advisors, Inc. | 7,334 | $260.0K | 0.01% | +4,190+133.3% | Added |
| RB Capital Management, LLC | 7,282 | $260.0K | 0.10% | +7,282 | New |
| Steel Peak Wealth Management LLC | 7,264 | $260.0K | 0.02% | +7,264 | New |
| Mitchell & Pahl Private Wealth, LLC | 7,232 | $258.0K | 0.18% | −678−8.6% | Reduced |
| TCTC Holdings, LLC | 7,229 | $258.0K | 0.01% | +7+0.1% | Added |
| Lake Street Financial LLC | 7,199 | $257.0K | 0.05% | −2,415−25.1% | Reduced |
| StoneX Group Inc. | 7,178 | $256.1K | 0.03% | +7,178 | New |