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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 8,091 | $288.0K | 0.08% | −472−5.5% | Reduced |
| Sunbelt Securities, Inc. | 8,183 | $291.0K | 0.06% | −159−1.9% | Reduced |
| Wade G W & Inc | 8,275 | $294.0K | 0.01% | +81+1.0% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $295.0K | 0.12% | −7−0.1% | Reduced |
| Piscataqua Savings Bank | 8,282 | $295.0K | 0.28% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,315 | $296.0K | 0.01% | −6,561−44.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,322 | $296.0K | 0.03% | −542−6.1% | Reduced |
| Eagle Asset Management Inc | 8,342 | $296.0K | 0.00% | +382+4.8% | Added |
| Cornerstone Wealth Management, LLC | 8,360 | $297.0K | 0.03% | +920+12.4% | Added |
| Kistler-Tiffany Companies, LLC | 8,408 | $299.0K | 0.07% | +20.0% | Added |
| YorkBridge Wealth Partners, LLC | 8,433 | $300.0K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,428 | $300.0K | 0.06% | +20.0% | Added |
| BTR Capital Management Inc | 8,500 | $302.0K | 0.05% | −100−1.2% | Reduced |
| First Western Trust Bank | 8,497 | $302.0K | 0.02% | −100−1.2% | Reduced |
| Spire Wealth Management | 8,489 | $302.0K | 0.02% | +666+8.5% | Added |
| HBK Sorce Advisory LLC | 8,522 | $303.0K | 0.02% | +560+7.0% | Added |
| Orion Portfolio Solutions, LLC | 8,518 | $303.0K | 0.01% | +1,422+20.0% | Added |
| Drexel Morgan & Co. | 8,578 | $305.0K | 0.07% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $306.0K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,606 | $306.0K | 0.04% | +1,144+15.3% | Added |
| New England Guild Wealth Advisors, Inc. | 8,674 | $308.0K | 0.19% | −1,000−10.3% | Reduced |
| Exencial Wealth Advisors, LLC | 8,725 | $310.0K | 0.02% | +100+1.2% | Added |
| Oppenheimer Asset Management Inc. | 8,727 | $310.0K | 0.01% | +659+8.2% | Added |
| Clarius Group, LLC | 8,736 | $311.0K | 0.03% | +656+8.1% | Added |
| Fukoku Mutual Life Insurance Co | 8,750 | $311.0K | 0.03% | +1,970+29.1% | Added |
| Cape Cod Five Cents Savings Bank | 8,754 | $312.0K | 0.04% | −642−6.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,791 | $313.0K | 0.01% | −834−8.7% | Reduced |
| Washington Trust Bank | 8,823 | $314.0K | 0.04% | −1,053−10.7% | Reduced |
| Pointe Capital Management LLC | 8,907 | $317.0K | 0.25% | −283−3.1% | Reduced |
| Financial Advisory Group | 8,937 | $318.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 8,980 | $319.0K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 9,021 | $321.0K | 0.01% | −5,000−35.7% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $321.0K | 0.01% | −70−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 9,097 | $323.0K | 0.04% | +285+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,085 | $323.0K | 0.08% | +51+0.6% | Added |
| Country Club Bank | 9,084 | $323.0K | 0.03% | +125+1.4% | Added |
| Bard Financial Services, Inc. | 9,110 | $324.0K | 0.03% | −250−2.7% | Reduced |
| Monterey Private Wealth, Inc. | 9,132 | $325.0K | 0.19% | −145−1.6% | Reduced |
| Old National Bancorp | 9,120 | $325.0K | 0.01% | +2,941+47.6% | Added |
| St. Louis Trust Co | 8,635 | $326.0K | 0.09% | +2,635+43.9% | Added |
| Alterity Financial Group, LLC | 9,195 | $327.0K | 0.53% | +2,258+32.6% | Added |
| Veriti Management LLC | 9,225 | $328.0K | 0.05% | −574−5.9% | Reduced |
| South State Corp. | 9,273 | $330.0K | 0.03% | −644−6.5% | Reduced |
| Independent Advisor Alliance | 9,296 | $331.0K | 0.02% | −449−4.6% | Reduced |
| Chemung Canal Trust Co | 9,313 | $331.0K | 0.08% | −100−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 9,339 | $332.0K | 0.04% | −90−1.0% | Reduced |
| Papp L Roy & Associates | 9,433 | $335.0K | 0.05% | +994+11.8% | Added |
| Horizon Investments, LLC | 9,497 | $336.0K | 0.01% | +835+9.6% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $337.0K | 0.04% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,487 | $337.0K | 0.09% | +70+0.7% | Added |
| Wahed Invest LLC | 9,507 | $338.0K | 0.21% | +669+7.6% | Added |
| 1st Source Bank | 9,561 | $340.0K | 0.02% | −875−8.4% | Reduced |
| Berkshire Bank | 9,573 | $341.0K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 9,639 | $343.0K | 0.01% | −1,610−14.3% | Reduced |
| Verdence Capital Advisors LLC | 9,729 | $346.0K | 0.05% | −86−0.9% | Reduced |
| Spearhead Capital Advisors, LLC | 9,868 | $351.0K | 0.38% | +551+5.9% | Added |
| Osborne Partners Capital Management, LLC | 9,894 | $352.0K | 0.03% | −200−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,921 | $353.0K | 0.03% | +217+2.2% | Added |
| Canal Insurance CO | 10,000 | $355.0K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9,995 | $355.0K | 0.05% | +84+0.8% | Added |
| Private Trust Co NA | 10,010 | $356.0K | 0.06% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $356.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,039 | $357.0K | 0.01% | −1,655−14.2% | Reduced |
| Kestra Private Wealth Services, LLC | 10,078 | $358.0K | 0.02% | −849−7.8% | Reduced |
| Boenning & Scattergood, Inc. | 10,058 | $358.0K | 0.07% | +686+7.3% | Added |
| Dividend Assets Capital, LLC | 10,110 | $360.0K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,175 | $362.0K | 0.05% | +10.0% | Added |
| Compagnie Lombard Odier SCmA | 10,192 | $362.0K | 0.01% | +5,722+128.0% | Added |
| Financial Counselors Inc | 10,238 | $364.0K | 0.01% | −4,014−28.2% | Reduced |
| Tucker Asset Management LLC | 9,219 | $366.5K | 0.12% | −128−1.4% | Reduced |
| Cigna Investments Inc | 10,319 | $367.0K | 0.08% | −534−4.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,357 | $368.0K | 0.02% | −607−5.5% | Reduced |
| Marco Investment Management LLC | 10,378 | $369.0K | 0.05% | −90−0.9% | Reduced |
| Bull Street Advisors, LLC | 10,402 | $370.0K | 0.21% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,443 | $371.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 10,424 | $371.0K | 0.02% | +3,912+60.1% | Added |
| Boston Financial Mangement LLC | 10,524 | $374.0K | 0.02% | −28−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 10,650 | $379.0K | 0.03% | −123−1.1% | Reduced |
| Donaldson Capital Management, LLC | 10,674 | $380.0K | 0.02% | −798−7.0% | Reduced |
| Security National Bank of Sioux City Iowa | 10,714 | $381.0K | 0.34% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,713 | $381.0K | 0.06% | +195+1.9% | Added |
| Burns J W & Co Inc | 10,787 | $384.0K | 0.08% | −1,106−9.3% | Reduced |
| Grimes & Company, Inc. | 10,990 | $391.0K | 0.02% | +340+3.2% | Added |
| Trust Co of Virginia | 11,029 | $392.0K | 0.05% | −1,793−14.0% | Reduced |
| EP Wealth Advisors, LLC | 11,024 | $392.0K | 0.01% | +3,621+48.9% | Added |
| Investment Advisory Services Inc | 11,155 | $397.0K | 0.24% | −96−0.9% | Reduced |
| CFO4Life Group, LLC | 11,178 | $397.0K | 0.11% | +68+0.6% | Added |
| Mirabella Financial Services LLP | 11,162 | $398.0K | 0.04% | +11,162 | New |
| Ledyard National Bank | 11,198 | $399.0K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 11,314 | $402.0K | 0.03% | −18−0.2% | Reduced |
| Shayne & Co., LLC | 11,310 | $402.0K | 0.25% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11,343 | $403.0K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,377 | $405.0K | 0.01% | −2,905−20.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,381 | $405.0K | 0.02% | −1,500−11.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,423 | $406.0K | 0.01% | +321+2.9% | Added |
| TrinityPoint Wealth, LLC | 11,450 | $407.0K | 0.09% | −1,808−13.6% | Reduced |
| Freestone Capital Holdings, LLC | 11,506 | $409.0K | 0.02% | −239−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,542 | $410.0K | 0.02% | −5,729−33.2% | Reduced |
| Boston Trust Walden Corp | 11,551 | $411.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11,555 | $411.0K | 0.06% | +5,787+100.3% | Added |