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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 7,175 | $256.0K | 0.10% | +242+3.5% | Added |
| SeaCrest Wealth Management, LLC | 7,148 | $255.0K | 0.03% | −165−2.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $254.0K | 0.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 7,096 | $253.0K | 0.01% | −258−3.5% | Reduced |
| Argent Capital Management LLC | 7,098 | $253.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,992 | $249.0K | 0.02% | −2,978−29.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,973 | $249.0K | 0.03% | −138−1.9% | Reduced |
| S.A. Mason LLC | 6,969 | $249.0K | 0.18% | −137−1.9% | Reduced |
| Sawtooth Solutions, LLC | 6,989 | $249.0K | 0.03% | +830+13.5% | Added |
| Valeo Financial Advisors, LLC | 6,946 | $248.0K | 0.02% | −776−10.0% | Reduced |
| First National Trust Co | 6,965 | $248.0K | 0.01% | −714−9.3% | Reduced |
| Waldron Private Wealth LLC | 6,976 | $248.0K | 0.01% | −432−5.8% | Reduced |
| Exane Derivatives | 6,935 | $247.3K | 0.14% | −16,991−71.0% | Reduced |
| Alterity Financial Group, LLC | 6,937 | $247.0K | 0.37% | +6,937 | New |
| Altium Wealth Management LLC | 6,895 | $246.0K | 0.02% | +25+0.4% | Added |
| Verition Fund Management LLC | 6,902 | $246.0K | 0.01% | +2,504+56.9% | Added |
| Eudaimonia Partners, LLC | 6,853 | $244.0K | 0.04% | −100−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,836 | $244.0K | 0.00% | +397+6.2% | Added |
| Meridian Wealth Management, LLC | 6,841 | $244.0K | 0.02% | +877+14.7% | Added |
| Proffitt & Goodson Inc | 6,828 | $243.0K | 0.05% | +929+15.7% | Added |
| Ziegler Capital Management, LLC | 6,813 | $243.0K | 0.01% | +6,813 | New |
| Fukoku Mutual Life Insurance Co | 6,780 | $242.0K | 0.02% | 00.0% | Unchanged |
| CPWM, LLC | 6,797 | $242.0K | 0.02% | +1,600+30.8% | Added |
| Athena Investment Management | 6,718 | $240.0K | 0.19% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,701 | $239.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,689 | $239.0K | 0.01% | +1,325+24.7% | Added |
| Dumont & Blake Investment Advisors LLC | 6,637 | $237.0K | 0.08% | −42−0.6% | Reduced |
| Essex Savings Bank | 6,664 | $237.0K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,628 | $236.0K | 0.02% | −996−13.1% | Reduced |
| Pinebridge Investments, L.P. | 6,624 | $236.0K | 0.00% | −576−8.0% | Reduced |
| First Foundation Advisors | 6,596 | $235.0K | 0.01% | −294−4.3% | Reduced |
| Duff & Phelps Investment Management Co | 6,600 | $235.0K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,573 | $234.0K | 0.05% | −366−5.3% | Reduced |
| Allworth Financial LP | 6,575 | $234.0K | 0.00% | +375+6.0% | Added |
| World Equity Group, Inc. | 6,549 | $233.5K | 0.06% | −23−0.3% | Reduced |
| Mutual Advisors, LLC | 6,495 | $232.0K | 0.02% | −1,774−21.5% | Reduced |
| FDx Advisors, Inc. | 6,512 | $232.0K | 0.01% | +6,512 | New |
| Forbes J M & Co LLP | 6,470 | $231.0K | 0.03% | −62−0.9% | Reduced |
| Chicago Trust Co NA | 6,480 | $231.0K | 0.06% | +250+4.0% | Added |
| Security National Bank | 6,454 | $230.0K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 6,426 | $229.0K | 0.01% | −23−0.4% | Reduced |
| LCM Capital Management Inc | 6,406 | $228.0K | 0.22% | −24−0.4% | Reduced |
| LMCG Investments, LLC | 6,380 | $228.0K | 0.02% | −11−0.2% | Reduced |
| Schnieders Capital Management LLC | 6,354 | $227.0K | 0.07% | −1,530−19.4% | Reduced |
| Institutional & Family Asset Management, LLC | 6,369 | $227.0K | 0.04% | −17−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,379 | $227.0K | 0.04% | +895+16.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $225.0K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,283 | $225.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,211 | $224.0K | 0.03% | −123−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 6,270 | $224.0K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,242 | $224.0K | 0.03% | −20−0.3% | Reduced |
| Congress Wealth Management LLC | 6,222 | $222.0K | 0.01% | −76−1.2% | Reduced |
| First Citizens Bank & Trust Co | 6,195 | $221.0K | 0.01% | +6,195 | New |
| Old National Bancorp | 6,179 | $220.0K | 0.01% | −967−13.5% | Reduced |
| Rothschild Investment Corp | 6,159 | $220.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $220.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 6,173 | $220.0K | 0.06% | +539+9.6% | Added |
| Pring Turner Capital Group Inc | 6,150 | $219.0K | 0.21% | −9,000−59.4% | Reduced |
| Wintrust Investments LLC | 6,135 | $219.0K | 0.03% | −746−10.8% | Reduced |
| Center For Asset Management LLC | 6,145 | $219.0K | 0.20% | 00.0% | Unchanged |
| Kalos Management, Inc. | 6,085 | $219.0K | 0.29% | +323+5.6% | Added |
| Cobblestone Capital Advisors LLC | 6,152 | $219.0K | 0.02% | +1,022+19.9% | Added |
| Covenant Asset Management, LLC | 6,120 | $218.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,085 | $217.0K | 0.03% | −75−1.2% | Reduced |
| Legacy Bridge, LLC | 6,058 | $216.0K | 0.16% | −225−3.6% | Reduced |
| Calamos Wealth Management LLC | 6,033 | $215.0K | 0.02% | −122,498−95.3% | Reduced |
| Cambridge Advisors Inc. | 6,001 | $214.0K | 0.06% | −74−1.2% | Reduced |
| Bailard, Inc. | 6,003 | $214.0K | 0.01% | −30−0.5% | Reduced |
| Rockland Trust Co | 5,996 | $214.0K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $214.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $214.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $214.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,899 | $212.0K | 0.01% | −292−4.7% | Reduced |
| Arrow Financial Corp | 5,947 | $212.0K | 0.03% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 5,900 | $210.0K | 0.23% | −6,700−53.2% | Reduced |
| Avantax Planning Partners, Inc. | 5,885 | $210.0K | 0.01% | −724−11.0% | Reduced |
| TFG Advisers LLC | 5,882 | $210.0K | 0.11% | +193+3.4% | Added |
| Sentry Investment Management LLC | 5,855 | $209.0K | 0.09% | −1,140−16.3% | Reduced |
| 9258 Wealth Management, LLC | 5,851 | $209.0K | 0.05% | −249−4.1% | Reduced |
| Compton Capital Management Inc | 5,817 | $207.0K | 0.11% | −7,157−55.2% | Reduced |
| Hancock Whitney Corp | 5,789 | $207.0K | 0.01% | −334−5.5% | Reduced |
| Soltis Investment Advisors LLC | 5,768 | $206.0K | 0.03% | +7+0.1% | Added |
| Cypress Capital Group | 5,782 | $206.0K | 0.03% | +1,027+21.6% | Added |
| Guardian Wealth Advisors, LLC | 5,734 | $205.0K | 0.04% | +5,734 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,712 | $204.0K | 0.02% | −1,000−14.9% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $203.0K | 0.02% | −113−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 5,695 | $203.0K | 0.03% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,673 | $202.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,653 | $202.0K | 0.00% | +444+8.5% | Added |
| Wellington Shields Capital Management, LLC | 5,625 | $201.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,293 | $189.0K | 0.10% | −140−2.6% | Reduced |
| Jones Financial Companies LLLP | 5,105 | $182.0K | 0.00% | −123−2.4% | Reduced |
| West Oak Capital, LLC | 5,045 | $180.0K | 0.09% | −650−11.4% | Reduced |
| Trustcore Financial Services, LLC | 5,012 | $179.0K | 0.02% | +9+0.2% | Added |
| BDO Wealth Advisors, LLC | 4,989 | $178.0K | 0.02% | −70−1.4% | Reduced |
| First Financial Corp | 4,998 | $178.0K | 0.12% | +250+5.3% | Added |
| Pittenger & Anderson Inc | 4,954 | $177.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,946 | $176.0K | 0.10% | 00.0% | Unchanged |
| First Bank & Trust | 4,903 | $175.0K | 0.06% | +242+5.2% | Added |
| Centaurus Financial, Inc. | 4,889 | $174.0K | 0.02% | +972+24.8% | Added |