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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 2,345 | $83.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,343 | $83.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,332 | $83.0K | 0.05% | +371+18.9% | Added |
| Gables Capital Management Inc. | 2,350 | $84.0K | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 2,320 | $84.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,393 | $85.0K | 0.05% | +319+15.4% | Added |
| State of Wyoming | 2,397 | $85.0K | 0.04% | +801+50.2% | Added |
| Raffa Wealth Management, LLC | 2,407 | $85.6K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,422 | $86.0K | 0.02% | −12−0.5% | Reduced |
| Zions Bancorporation, N.A. | 2,414 | $86.0K | 0.01% | −23−0.9% | Reduced |
| Hudock, Inc. | 2,424 | $86.0K | 0.03% | +7+0.3% | Added |
| Massmutual Trust Co FSB | 2,414 | $86.0K | 0.00% | +457+23.4% | Added |
| Sageworth Trust Co of South Dakota | 2,437 | $87.0K | 0.21% | −1,314−35.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $87.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,449 | $87.1K | 0.04% | +12+0.5% | Added |
| AllSquare Wealth Management LLC | 2,463 | $88.0K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $89.0K | 0.03% | −500−16.7% | Reduced |
| Costello Asset Management, INC | 2,489 | $89.0K | 0.08% | −270−9.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,500 | $89.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $90.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $90.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,553 | $91.0K | 0.00% | −14,502−85.0% | Reduced |
| Evermay Wealth Management LLC | 2,548 | $91.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,586 | $92.0K | 0.00% | +213+9.0% | Added |
| Alta Advisers Ltd | 2,600 | $92.0K | 0.06% | +2,600 | New |
| City State Bank | 2,603 | $93.0K | 0.07% | −26−1.0% | Reduced |
| Oakworth Capital, Inc. | 2,631 | $93.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $94.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,669 | $97.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $97.0K | 0.02% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,750 | $98.0K | 0.01% | −538−16.4% | Reduced |
| Geneos Wealth Management Inc. | 2,789 | $99.0K | 0.01% | −3,110−52.7% | Reduced |
| Money Concepts Capital Corp | 2,792 | $99.0K | 0.01% | −11−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,504 | $100.0K | 0.01% | −24−0.9% | Reduced |
| TD Private Client Wealth LLC | 2,834 | $100.8K | 0.01% | +9+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,823 | $101.0K | 0.02% | −314−10.0% | Reduced |
| Parkside Financial Bank & Trust | 2,916 | $104.0K | 0.03% | +84+3.0% | Added |
| Bank of New Hampshire | 2,994 | $106.0K | 0.03% | −128−4.1% | Reduced |
| Quent Capital, LLC | 3,007 | $107.0K | 0.02% | −9−0.3% | Reduced |
| Ellevest, Inc. | 3,089 | $110.0K | 0.01% | −308−9.1% | Reduced |
| Mascoma Wealth Management LLC | 3,094 | $110.0K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,266 | $116.0K | 0.01% | −1,000−23.4% | Reduced |
| Wellington Shields & Co., LLC | 3,285 | $117.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,435 | $122.0K | 0.02% | +1,600+87.2% | Added |
| Monetary Management Group Inc | 3,525 | $125.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,604 | $128.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,914 | $139.0K | 0.02% | +62+1.6% | Added |
| Pittenger & Anderson Inc | 3,928 | $140.0K | 0.01% | −1,026−20.7% | Reduced |
| Smithfield Trust Co | 3,899 | $140.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,989 | $142.0K | 0.00% | −4,391−52.4% | Reduced |
| Manchester Capital Management LLC | 4,067 | $145.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,142 | $147.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 4,121 | $147.0K | 0.05% | +2,476+150.5% | Added |
| Harbour Investments, Inc. | 4,138 | $148.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,175 | $148.0K | 0.01% | +196+4.9% | Added |
| Gamble Jones Investment Counsel | 4,307 | $153.0K | 0.01% | +4,307 | New |
| Glassman Wealth Services | 4,354 | $155.0K | 0.03% | +6+0.1% | Added |
| Acropolis Investment Management, LLC | 4,481 | $159.0K | 0.02% | +3+0.1% | Added |
| Atlantic Trust, LLC | 4,518 | $160.0K | 0.06% | +2,033+81.8% | Added |
| Cypress Capital Management LLC (WY) | 4,560 | $162.0K | 0.23% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $162.0K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,785 | $170.0K | 0.09% | −260−5.2% | Reduced |
| Centaurus Financial, Inc. | 4,770 | $170.0K | 0.02% | −119−2.4% | Reduced |
| First Command Bank | 4,797 | $171.0K | 0.02% | −25−0.5% | Reduced |
| First Command Financial Services, Inc. | 4,797 | $171.0K | 0.02% | −25−0.5% | Reduced |
| Allworth Financial LP | 4,922 | $175.0K | 0.00% | −1,653−25.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,947 | $176.0K | 0.10% | +10.0% | Added |
| BDO Wealth Advisors, LLC | 4,989 | $177.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 5,011 | $178.0K | 0.12% | +13+0.3% | Added |
| Jones Financial Companies LLLP | 5,156 | $183.0K | 0.00% | +51+1.0% | Added |
| Adirondack Trust Co | 5,363 | $191.0K | 0.11% | +70+1.3% | Added |
| Wellington Shields Capital Management, LLC | 5,625 | $200.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,660 | $201.0K | 0.03% | −475−7.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 5,658 | $201.0K | 0.06% | +5,658 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,686 | $202.0K | 0.04% | −693−10.9% | Reduced |
| Cullen Capital Management LLC | 5,673 | $202.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,687 | $203.0K | 0.01% | −535−8.6% | Reduced |
| Hancock Whitney Corp | 5,702 | $203.0K | 0.01% | −87−1.5% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $203.0K | 0.01% | 00.0% | Unchanged |
| CPWM, LLC | 5,742 | $204.0K | 0.02% | −1,055−15.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,757 | $205.0K | 0.00% | +104+1.8% | Added |
| Surevest, LLC | 5,803 | $206.0K | 0.06% | −370−6.0% | Reduced |
| LVW Advisors, LLC | 5,788 | $206.0K | 0.05% | +5,788 | New |
| Northwest Bancshares, Inc. | 5,819 | $207.0K | 0.05% | +5,819 | New |
| Ossiam | 5,833 | $207.0K | 0.01% | +5,833 | New |
| Colonial Trust Co | 5,811 | $207.0K | 0.07% | +5,811 | New |
| Dumont & Blake Investment Advisors LLC | 5,852 | $208.0K | 0.08% | −785−11.8% | Reduced |
| Conning Inc. | 5,858 | $208.0K | 0.01% | −568−8.8% | Reduced |
| Sentry Investment Management LLC | 5,855 | $208.0K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,852 | $208.0K | 0.05% | +10.0% | Added |
| Guardian Wealth Advisors, LLC | 5,862 | $208.0K | 0.04% | +128+2.2% | Added |
| Bank of Hawaii | 5,855 | $208.0K | 0.01% | +5,855 | New |
| Calamos Wealth Management LLC | 5,880 | $209.0K | 0.02% | −153−2.5% | Reduced |
| Arrow Financial Corp | 5,877 | $209.0K | 0.03% | −70−1.2% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $210.0K | 0.08% | −220−3.6% | Reduced |
| Rockland Trust Co | 5,929 | $210.0K | 0.01% | −67−1.1% | Reduced |
| Howland Capital Management LLC | 5,933 | $211.0K | 0.01% | −350−5.6% | Reduced |
| Aldebaran Financial Inc. | 5,875 | $211.0K | 0.24% | −25−0.4% | Reduced |
| Anchor Investment Management, LLC | 5,955 | $211.8K | 0.03% | −130−2.1% | Reduced |
| InTrack Investment Management Inc | 5,971 | $212.0K | 0.23% | +5,971 | New |