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Livermore
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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, Q3 2022

Institutional positions in Carrier Global Corp as of Sep 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
1,154
−2 vs. Q2 2022
Shares held
721.5M
−2.48M (−0.3%) vs. Q2 2022
Total value
$25.6B
−$204.9M (−0.8%) vs. Q2 2022
New holders
76
373 more added
Sold out
78
471 more reduced

18 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 1,154 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 heldQ3 2022: $25.6B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2022.

Institutions holding CARR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Healthcare of Ontario Pension Plan Trust Fund3$00.00%00.0%Unchanged
Coastal Capital Group, Inc.4$00.00%00.0%Unchanged
Pacifica Partners Inc.13$00.00%00.0%Unchanged
HBC Financial Services, PLLC25$00.00%00.0%Unchanged
J.Safra Asset Management Corp9$00.00%+9New
PSI Advisors, LLC6$00.00%+6New
IAG Wealth Partners, LLC13$00.00%+13New
Sierra Capital LLC35$1.00K0.00%−614−94.6%Reduced
Ogorek Anthony Joseph47$1.00K0.00%00.0%Unchanged
American National Bank38$1.00K0.00%+28+280.0%Added
Syverson Strege & Co16$1.00K0.00%00.0%Unchanged
Investors Research Corp35$1.00K0.00%00.0%Unchanged
TSFG, LLC18$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC32$1.00K0.00%+5+18.5%Added
Guardian Wealth Management, Inc.24$1.00K0.00%00.0%Unchanged
TD Capital Management LLC40$1.00K0.00%+40New
Adirondack Retirement Specialists, Inc.40$1.00K0.00%+40New
CFS Investment Advisory Services, LLC19,381$1.00K0.00%+19,381New
Stapp Wealth Management, PLLC27$1.00K0.00%+27New
West Paces Advisors Inc.40$1.42K0.00%00.0%Unchanged
Abound Wealth Management41$1.46K0.00%+41New
PFS Partners, LLC51$1.81K0.00%00.0%Unchanged
Sawyer & Company, Inc61$2.00K0.00%−55−47.4%Reduced
Ten Capital Wealth Advisors, LLC55$2.00K0.00%−60−52.2%Reduced
Cribstone Capital Management, LLC65$2.00K0.00%−6−8.5%Reduced
Loomis Sayles & Co L P56$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services50$2.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$2.00K0.00%00.0%Unchanged
Standard Family Office LLC47$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.55$2.00K0.00%+55New
Global Financial Private Client, LLC74$2.72K0.00%00.0%Unchanged
Johnson Financial Group, Inc.69$3.00K0.00%−1,729−96.2%Reduced
Toth Financial Advisory Corp90$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management84$3.00K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.110$4.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$4.00K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD125$4.45K0.00%00.0%Unchanged
Financial Management Professionals, Inc.152$5.00K0.00%−379−71.4%Reduced
Creative Financial Designs Inc145$5.00K0.00%+1+0.7%Added
Thomas J. Herzfeld Advisors, Inc.142$5.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC135$5.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.150$5.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC129$5.00K0.00%00.0%Unchanged
Selective Wealth Management, Inc.163$6.00K0.00%−405−71.3%Reduced
Kayne Anderson Rudnick Investment Management LLC158$6.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc169$6.00K0.00%00.0%Unchanged
Independence Bank of Kentucky181$6.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC162$6.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC177$6.00K0.00%+12+7.3%Added
First Personal Financial Services200$7.00K0.00%−180−47.4%Reduced
First PREMIER Bank200$7.00K0.00%00.0%Unchanged
Schubert & Co202$7.00K0.01%+36+21.7%Added
WR Wealth Planners, LLC200$7.11K0.01%00.0%Unchanged
Bogart Wealth, LLC228$8.00K0.00%00.0%Unchanged
PrairieView Partners, LLC227$8.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC217$8.00K0.00%00.0%Unchanged
Rise Advisors, LLC221$8.00K0.01%00.0%Unchanged
Strategic Asset Management, LLC223$8.00K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.238$8.00K0.01%+238New
Brown, Lisle/Cummings, Inc.225$8.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC247$9.00K0.01%−120−32.7%Reduced
Norway Savings Bank240$9.00K0.00%−100−29.4%Reduced
AlphaMark Advisors, LLC255$9.00K0.00%00.0%Unchanged
Larson Financial Group LLC286$10.0K0.00%+1+0.4%Added
Endurance Wealth Management, Inc.301$11.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC300$11.0K0.00%00.0%Unchanged
Level Financial Advisors, Inc.320$11.0K0.01%00.0%Unchanged
Operose Advisors LLC300$11.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.352$12.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC350$12.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC344$12.0K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC346$12.0K0.01%+346New
Versant Capital Management, Inc377$13.0K0.01%−2−0.5%Reduced
Kessler Investment Group, LLC374$13.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC364$13.0K0.00%+2+0.6%Added
Tradition Wealth Management, LLC357$13.0K0.00%+6+1.7%Added
Sittner & Nelson, LLC371$13.0K0.01%00.0%Unchanged
Disciplined Investments, LLC374$13.0K0.01%+55+17.2%Added
Earnest Partners LLC393$14.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust400$14.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.416$14.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC386$14.0K0.00%+84+27.8%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC399$14.0K0.00%+102+34.3%Added
Transamerica Financial Advisors, Inc.421$15.0K0.00%+420+42,000.0%Added
West Bancorporation Inc460$16.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC460$16.0K0.02%00.0%Unchanged
New England Asset Management Inc453$16.0K0.00%+453New
DT Investment Partners, LLC461$16.0K0.00%+461New
Cowa, LLC460$16.0K0.01%+460New
MCF Advisors LLC475$17.0K0.00%−449−48.6%Reduced
Column Capital Advisors, LLC466$17.0K0.00%00.0%Unchanged
CNB Bank473$17.0K0.01%00.0%Unchanged
JJJ Advisors Inc.466$17.0K0.01%+117+33.5%Added
Hallmark Capital Management Inc500$18.0K0.00%00.0%Unchanged
Front Row Advisors LLC508$18.0K0.01%00.0%Unchanged
Intelligent Financial Strategies497$18.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC518$18.0K0.00%+49+10.4%Added
Boit C F David500$18.0K0.01%+500New
Kelly Financial Services LLC521$18.5K0.01%+2+0.4%Added