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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 549 | $20.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 569 | $20.2K | 0.02% | +569 | New |
| Glen Eagle Advisors, LLC | 581 | $20.7K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 600 | $21.0K | 0.02% | −60−9.1% | Reduced |
| West Branch Capital LLC | 590 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 585 | $21.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 608 | $22.0K | 0.01% | −11−1.8% | Reduced |
| Hantz Financial Services, Inc. | 656 | $23.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 649 | $23.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 670 | $23.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 668 | $24.0K | 0.01% | −50−7.0% | Reduced |
| Lumature Wealth Partners, LLC | 669 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 662 | $24.0K | 0.00% | +128+24.0% | Added |
| Archer Investment Corp | 675 | $24.0K | 0.01% | +44+7.0% | Added |
| Valley National Advisers Inc | 677 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $25.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 700 | $25.0K | 0.00% | +700 | New |
| Heritage Wealth Advisors | 725 | $25.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 714 | $26.0K | 0.00% | 00.0% | Unchanged |
| Motco | 732 | $26.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 748 | $27.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 765 | $27.0K | 0.01% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 755 | $27.0K | 0.02% | +1+0.1% | Added |
| Bell Investment Advisors, Inc | 746 | $27.0K | 0.01% | +369+97.9% | Added |
| Hexagon Capital Partners LLC | 777 | $28.0K | 0.01% | −385−33.1% | Reduced |
| Denali Advisors LLC | 800 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $28.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 803 | $29.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 803 | $29.0K | 0.00% | −10−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 851 | $30.0K | 0.00% | −789−48.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 832 | $30.0K | 0.03% | +1+0.1% | Added |
| Pinnacle Financial Partners Inc | 836 | $30.0K | 0.00% | +600+254.2% | Added |
| Truvestments Capital LLC | 832 | $30.0K | 0.02% | +800+2,500.0% | Added |
| TD Ameritrade Investment Management, LLC | 881 | $31.0K | 0.00% | −354−28.7% | Reduced |
| Castle Wealth Management LLC | 867 | $31.0K | 0.02% | −224−20.5% | Reduced |
| Financial Perspectives, Inc | 898 | $31.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 893 | $32.0K | 0.01% | −60−6.3% | Reduced |
| JNBA Financial Advisors | 909 | $32.0K | 0.00% | +117+14.8% | Added |
| Norwood Financial Corp | 940 | $34.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 949 | $34.0K | 0.01% | +949 | New |
| Ameliora Wealth Management Ltd. | 1,000 | $34.0K | 0.02% | +1,000 | New |
| Missouri Trust & Investment Co | 982 | $35.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,012 | $36.0K | 0.05% | −600−37.2% | Reduced |
| Riverview Trust Co | 1,000 | $36.0K | 0.03% | −365−26.7% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $36.0K | 0.03% | +250+33.3% | Added |
| Tompkins Financial Corp | 1,036 | $37.0K | 0.01% | +129+14.2% | Added |
| Highlander Capital Management, LLC | 1,080 | $38.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,067 | $38.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,089 | $39.0K | 0.00% | −155−12.5% | Reduced |
| Aspire Private Capital, LLC | 1,119 | $40.0K | 0.02% | −44−3.8% | Reduced |
| BerganKDV Wealth Management, LLC | 1,121 | $40.0K | 0.00% | −12−1.1% | Reduced |
| Ci Investments Inc. | 1,134 | $40.0K | 0.00% | +1,030+990.4% | Added |
| Old North State Trust, LLC | 1,153 | $41.0K | 0.04% | +1,153 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $43.0K | 0.01% | −4,500−78.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,224 | $43.0K | 0.00% | −20−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,223 | $43.0K | 0.01% | +26+2.2% | Added |
| Key Financial Inc | 1,226 | $44.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,286 | $45.0K | 0.05% | +6+0.5% | Added |
| American Research & Management Co. | 1,325 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,332 | $48.0K | 0.01% | −164−11.0% | Reduced |
| Beacon Capital Management, LLC | 1,368 | $49.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,381 | $49.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $53.0K | 0.04% | −300−16.7% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $53.0K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,516 | $54.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,528 | $54.0K | 0.05% | +774+102.7% | Added |
| Oakmont Corp | 1,539 | $55.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,570 | $56.0K | 0.01% | +1,570 | New |
| 1832 Asset Management L.P. | 1,630 | $58.0K | 0.00% | +250+18.1% | Added |
| Leonteq Securities AG | 1,659 | $59.0K | 0.00% | −2,817−62.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $59.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $59.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,666 | $59.3K | 0.03% | +5+0.3% | Added |
| Acima Private Wealth, LLC | 1,669 | $59.4K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,686 | $60.0K | 0.04% | −364−17.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,724 | $61.0K | 0.03% | +4+0.2% | Added |
| Pacer Advisors, Inc. | 1,716 | $61.0K | 0.00% | +366+27.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,722 | $61.0K | 0.03% | +1,722 | New |
| CVA Family Office, LLC | 1,752 | $62.0K | 0.02% | +680+63.4% | Added |
| Capital Analysts, LLC | 1,763 | $63.0K | 0.00% | −50−2.8% | Reduced |
| M&R Capital Management Inc | 1,885 | $67.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,933 | $69.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $70.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,001 | $71.0K | 0.00% | −272−12.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,985 | $71.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $71.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,341 | $71.0K | 0.02% | +10.0% | Added |
| Duncker Streett & Co Inc | 2,065 | $73.0K | 0.02% | +4+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,076 | $74.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,099 | $75.0K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,109 | $75.0K | 0.01% | +207+10.9% | Added |
| CKW Financial Group | 2,150 | $76.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,229 | $79.0K | 0.01% | −2,783−55.5% | Reduced |
| MV Capital Management, Inc. | 2,235 | $79.0K | 0.01% | +66+3.0% | Added |
| Clean Yield Group | 2,259 | $80.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 2,103 | $81.0K | 0.04% | +10.0% | Added |
| FourThought Financial, LLC | 2,297 | $82.0K | 0.01% | −69−2.9% | Reduced |
| DuPont Capital Management Corp | 2,331 | $83.0K | 0.00% | −578−19.9% | Reduced |