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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 5,967 | $213.0K | 0.01% | −228−3.7% | Reduced |
| Bailard, Inc. | 5,998 | $213.0K | 0.01% | −5−0.1% | Reduced |
| Systematic Financial Management LP | 6,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,001 | $213.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $213.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,986 | $213.0K | 0.01% | +101+1.7% | Added |
| Balentine LLC | 6,004 | $214.0K | 0.01% | +6,004 | New |
| Legacy Bridge, LLC | 6,058 | $215.0K | 0.17% | 00.0% | Unchanged |
| MEMBERS Trust Co | 6,082 | $216.0K | 0.01% | +6,082 | New |
| Wipfli Financial Advisors LLC, | 6,061 | $216.0K | 0.02% | +6,061 | New |
| Deseret Mutual Benefit Administrators | 6,118 | $218.0K | 0.06% | −1,315−17.7% | Reduced |
| Asset Dedication, LLC | 6,083 | $219.0K | 0.02% | −128−2.1% | Reduced |
| Rothschild Investment Corp | 6,159 | $219.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $219.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,152 | $219.0K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 6,145 | $219.0K | 0.22% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,178 | $220.0K | 0.03% | +6,178 | New |
| FRG Family Wealth Advisors LLC | 6,201 | $221.0K | 0.05% | −500−7.5% | Reduced |
| Essex Savings Bank | 6,226 | $221.0K | 0.09% | −438−6.6% | Reduced |
| Ballentine Partners, LLC | 6,261 | $223.0K | 0.01% | +6,261 | New |
| LCM Capital Management Inc | 6,299 | $224.0K | 0.24% | −107−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $224.0K | 0.09% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,306 | $224.0K | 0.05% | +6,306 | New |
| Institutional & Family Asset Management, LLC | 6,369 | $226.0K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,371 | $227.0K | 0.15% | −2,750−30.2% | Reduced |
| LMCG Investments, LLC | 6,378 | $227.0K | 0.02% | −20.0% | Reduced |
| Forbes J M & Co LLP | 6,425 | $228.0K | 0.04% | −45−0.7% | Reduced |
| TFG Advisers LLC | 6,414 | $228.0K | 0.13% | +532+9.0% | Added |
| Chicago Trust Co NA | 6,438 | $229.0K | 0.06% | −42−0.6% | Reduced |
| Kovack Advisors, Inc. | 6,475 | $230.0K | 0.03% | −1,273−16.4% | Reduced |
| Security National Bank | 6,454 | $230.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 6,498 | $231.0K | 0.01% | −98−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,536 | $232.0K | 0.00% | −300−4.4% | Reduced |
| Meridian Wealth Management, LLC | 6,524 | $232.0K | 0.02% | −317−4.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,559 | $233.0K | 0.05% | −14−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 6,570 | $234.0K | 0.04% | +328+5.3% | Added |
| First National Trust Co | 6,610 | $235.0K | 0.01% | −355−5.1% | Reduced |
| BSW Wealth Partners | 6,609 | $235.0K | 0.06% | +6,609 | New |
| Ergoteles LLC | 6,632 | $236.0K | 0.01% | −48,860−88.0% | Reduced |
| Athena Investment Management | 6,640 | $236.0K | 0.20% | −78−1.2% | Reduced |
| St Germain D J Co Inc | 6,628 | $236.0K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,655 | $236.7K | 0.06% | +106+1.6% | Added |
| Argent Capital Management LLC | 6,660 | $237.0K | 0.01% | −438−6.2% | Reduced |
| Waldron Private Wealth LLC | 6,716 | $238.0K | 0.01% | −260−3.7% | Reduced |
| Woodmont Investment Counsel LLC | 6,680 | $238.0K | 0.03% | +410+6.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,717 | $239.0K | 0.18% | −515−7.1% | Reduced |
| Berkshire Asset Management LLC | 6,714 | $239.0K | 0.02% | −278−4.0% | Reduced |
| Apollon Wealth Management, LLC | 6,770 | $241.0K | 0.02% | +6,770 | New |
| Basepoint Wealth LLC | 6,788 | $241.4K | 0.26% | +6,788 | New |
| Farmers National Bank | 6,790 | $241.5K | 0.10% | −704−9.4% | Reduced |
| Ancora Advisors, LLC | 6,909 | $246.0K | 0.01% | −622−8.3% | Reduced |
| S.A. Mason LLC | 6,971 | $248.0K | 0.20% | +20.0% | Added |
| Wedmont Private Capital | 7,006 | $249.0K | 0.05% | −2,233−24.2% | Reduced |
| SeaCrest Wealth Management, LLC | 7,054 | $251.0K | 0.04% | −94−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 7,093 | $252.0K | 0.10% | −82−1.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $254.0K | 0.08% | 00.0% | Unchanged |
| Diametric Capital, LP | 7,153 | $254.0K | 0.13% | +7,153 | New |
| Lowe Brockenbrough & Co Inc | 7,198 | $256.0K | 0.02% | −50−0.7% | Reduced |
| TCTC Holdings, LLC | 7,222 | $257.0K | 0.01% | −7−0.1% | Reduced |
| Enterprise Financial Services Corp | 7,245 | $258.0K | 0.19% | −2,194−23.2% | Reduced |
| Steel Peak Wealth Management LLC | 7,262 | $258.0K | 0.02% | −20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,284 | $259.0K | 0.01% | −681−8.5% | Reduced |
| Forum Financial Management, LP | 7,290 | $259.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 7,319 | $260.0K | 0.03% | +5,808+384.4% | Added |
| Atwood & Palmer Inc | 7,350 | $261.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,351 | $261.0K | 0.06% | +523+7.7% | Added |
| Gillespie Robinson & Grimm Inc | 7,369 | $262.0K | 0.03% | −250−3.3% | Reduced |
| Burleson & Company, LLC | 7,365 | $262.0K | 0.06% | −8−0.1% | Reduced |
| SlateStone Wealth, LLC | 7,378 | $262.0K | 0.07% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,385 | $263.0K | 0.15% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,385 | $263.0K | 0.04% | +396+5.7% | Added |
| Profund Advisors LLC | 7,415 | $264.0K | 0.02% | −26−0.3% | Reduced |
| First Horizon Advisors, Inc. | 7,482 | $265.0K | 0.01% | +148+2.0% | Added |
| Fruth Investment Management | 7,481 | $266.0K | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 7,570 | $269.0K | 0.05% | −546−6.7% | Reduced |
| Court Place Advisors, LLC | 7,580 | $270.0K | 0.11% | −398−5.0% | Reduced |
| Meridian Investment Counsel Inc. | 7,595 | $270.0K | 0.12% | −23−0.3% | Reduced |
| Bank of the West | 7,603 | $270.0K | 0.04% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,597 | $270.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,588 | $270.0K | 0.01% | +1,093+16.8% | Added |
| Washington Trust Advisors, Inc. | 7,631 | $271.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,596 | $271.0K | 0.02% | +33+0.5% | Added |
| SRS Capital Advisors, Inc. | 7,634 | $271.0K | 0.04% | +192+2.6% | Added |
| Investment House LLC | 7,629 | $271.0K | 0.03% | +7,629 | New |
| McDonald Partners LLC | 7,679 | $273.0K | 0.10% | −800−9.4% | Reduced |
| Peoples Financial Services Corp. | 7,675 | $273.0K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,717 | $274.0K | 0.02% | +771+11.1% | Added |
| Arete Wealth Advisors, LLC | 7,749 | $276.0K | 0.03% | +776+11.1% | Added |
| Clear Street Markets LLC | 7,810 | $278.0K | 0.05% | +6,036+340.2% | Added |
| Baker Ellis Asset Management LLC | 7,883 | $280.0K | 0.06% | −470−5.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,912 | $281.0K | 0.06% | −39−0.5% | Reduced |
| Kore Private Wealth LLC | 7,915 | $281.0K | 0.05% | −53−0.7% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $281.0K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,975 | $284.0K | 0.03% | −87−1.1% | Reduced |
| Logan Capital Management Inc | 8,004 | $284.0K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 8,022 | $285.0K | 0.07% | −275−3.3% | Reduced |
| Flputnam Investment Management Co | 8,017 | $285.0K | 0.01% | −147−1.8% | Reduced |
| Covington Capital Management | 8,039 | $286.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 8,060 | $287.0K | 0.02% | −400−4.7% | Reduced |
| Prospera Financial Services Inc | 8,071 | $287.0K | 0.01% | −250−3.0% | Reduced |