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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 11,627 | $412.0K | 0.01% | −1,087−8.5% | Reduced |
| Resources Management Corp | 11,629 | $414.0K | 0.07% | −250−2.1% | Reduced |
| Personal Cfo Solutions, LLC | 11,689 | $416.0K | 0.10% | +25+0.2% | Added |
| Keeley-Teton Advisors, LLC | 11,828 | $421.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,844 | $421.0K | 0.01% | +1,204+11.3% | Added |
| International Assets Investment Management, LLC | 11,867 | $422.0K | 0.09% | −4,915−29.3% | Reduced |
| Groesbeck Investment Management Corp | 11,824 | $422.0K | 0.70% | 00.0% | Unchanged |
| Community Bank, N.A. | 11,905 | $423.0K | 0.06% | −320−2.6% | Reduced |
| Fiduciary Group LLC | 9,777 | $425.0K | 0.06% | −152−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $425.0K | 0.06% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 11,966 | $425.0K | 0.29% | +213+1.8% | Added |
| GYL Financial Synergies, LLC | 11,990 | $426.0K | 0.12% | +11+0.1% | Added |
| Meridian Management Co | 12,040 | $428.0K | 0.17% | 00.0% | Unchanged |
| Jefferies Group LLC | 12,146 | $431.9K | 0.01% | +12,146 | New |
| Vestmark Advisory Solutions, Inc. | 12,182 | $433.0K | 0.02% | +292+2.5% | Added |
| Bath Savings Trust Co | 12,281 | $437.0K | 0.06% | +135+1.1% | Added |
| Boothbay Fund Management, LLC | 12,278 | $437.0K | 0.01% | +12,278 | New |
| Columbia Asset Management | 12,343 | $439.0K | 0.12% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,356 | $440.0K | 0.24% | −950−7.1% | Reduced |
| Symmetry Partners, LLC | 12,366 | $440.0K | 0.03% | +1,178+10.5% | Added |
| 55I, LLC | 12,397 | $441.0K | 0.01% | +12,397 | New |
| Tokio Marine Asset Management Co Ltd | 12,460 | $443.0K | 0.04% | +848+7.3% | Added |
| Metis Global Partners, LLC | 12,507 | $444.0K | 0.07% | −202−1.6% | Reduced |
| Allred Capital Management, LLC | 12,500 | $444.0K | 0.28% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,481 | $444.0K | 0.06% | +296+2.4% | Added |
| Triangle Securities Wealth Management | 12,550 | $446.0K | 0.18% | −1,400−10.0% | Reduced |
| Journey Advisory Group, LLC | 12,713 | $452.0K | 0.12% | −948−6.9% | Reduced |
| CIBC World Markets Corp | 12,770 | $454.0K | 0.01% | −46,446−78.4% | Reduced |
| TD Waterhouse Canada Inc. | 12,280 | $455.9K | 0.01% | −695−5.4% | Reduced |
| Means Investment Co., Inc. | 12,827 | $456.0K | 0.10% | +10.0% | Added |
| Werlinich Asset Management, LLC | 12,915 | $459.3K | 0.47% | 00.0% | Unchanged |
| Forte Capital LLC | 12,936 | $460.0K | 0.08% | −45−0.3% | Reduced |
| Transform Wealth, LLC | 12,962 | $461.0K | 0.06% | −78−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 12,958 | $461.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 12,999 | $462.0K | 0.21% | −88−0.7% | Reduced |
| Excalibur Management Corp | 13,033 | $463.0K | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,009 | $463.0K | 0.01% | +13,009 | New |
| Bragg Financial Advisors, Inc | 13,062 | $464.0K | 0.03% | −1,011−7.2% | Reduced |
| J.W. Cole Advisors, Inc. | 13,142 | $467.0K | 0.04% | +80+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 13,232 | $470.0K | 0.09% | −4,500−25.4% | Reduced |
| Mayflower Financial Advisors, LLC | 13,311 | $473.0K | 0.08% | +1,634+14.0% | Added |
| TownSquare Capital, LLC | 13,353 | $475.0K | 0.01% | +5,734+75.3% | Added |
| Avestar Capital, LLC | 13,415 | $477.0K | 0.13% | +4,204+45.6% | Added |
| Signaturefd, LLC | 13,447 | $478.0K | 0.02% | +2,330+21.0% | Added |
| GWM Advisors LLC | 13,542 | $482.0K | 0.01% | −19,821−59.4% | Reduced |
| Benedict Financial Advisors Inc | 13,634 | $485.0K | 0.16% | +114+0.8% | Added |
| Simmons Bank | 13,713 | $487.0K | 0.05% | −579−4.1% | Reduced |
| Cambridge Trust Co | 13,681 | $487.0K | 0.02% | +643+4.9% | Added |
| Crestwood Advisors Group LLC | 13,762 | $489.0K | 0.02% | −724−5.0% | Reduced |
| Lincoln National Corp | 13,786 | $490.0K | 0.01% | +297+2.2% | Added |
| Connectus Wealth, LLC | 13,878 | $494.0K | 0.01% | +56+0.4% | Added |
| Sandy Spring Bank | 13,917 | $495.0K | 0.03% | −675−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 13,960 | $496.0K | 0.02% | −713−4.9% | Reduced |
| Western Wealth Management, LLC | 14,007 | $497.0K | 0.03% | +198+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 13,979 | $497.0K | 0.01% | +1,251+9.8% | Added |
| Chicago Capital, LLC | 14,003 | $498.0K | 0.03% | −399−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 14,015 | $498.0K | 0.03% | −229−1.6% | Reduced |
| Gyon Technologies Capital Management, LP | 14,004 | $498.0K | 0.16% | −254−1.8% | Reduced |
| Ascension Asset Management LLC | 14,035 | $499.0K | 0.39% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,985 | $499.0K | 0.14% | 00.0% | Unchanged |
| Security National Bank of So Dak | 14,050 | $499.0K | 0.45% | +454+3.3% | Added |
| Brendel Financial Advisors LLC | 14,078 | $501.0K | 1.19% | 00.0% | Unchanged |
| Montecito Bank & Trust | 14,109 | $502.0K | 0.13% | −3,633−20.5% | Reduced |
| Kingsview Wealth Management, LLC | 14,312 | $509.0K | 0.02% | −295−2.0% | Reduced |
| Pitcairn Co | 14,354 | $510.0K | 0.06% | +174+1.2% | Added |
| Ar Asset Management Inc | 14,400 | $512.0K | 0.15% | 00.0% | Unchanged |
| Wellington Management Group LLP | 14,421 | $513.0K | 0.00% | +3,528+32.4% | Added |
| True North Advisors, LLC | 14,479 | $514.0K | 0.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,475 | $514.0K | 0.04% | +120+0.8% | Added |
| Bayesian Capital Management, LP | 14,523 | $516.0K | 0.10% | +3,100+27.1% | Added |
| Capital City Trust Co | 14,525 | $517.0K | 0.18% | −34−0.2% | Reduced |
| Webster Bank, N. A. | 14,534 | $517.0K | 0.07% | +165+1.1% | Added |
| Graypoint LLC | 14,806 | $527.0K | 0.07% | −774−5.0% | Reduced |
| ELCO Management Co., LLC | 14,811 | $527.0K | 0.42% | +10+0.1% | Added |
| Baldwin Investment Management, LLC | 15,002 | $533.0K | 0.21% | +650+4.5% | Added |
| Foster & Motley Inc | 15,069 | $536.0K | 0.05% | −395−2.6% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $539.0K | 0.54% | +9,000+146.3% | Added |
| Parsec Financial Management, Inc. | 15,198 | $540.0K | 0.03% | −815−5.1% | Reduced |
| Courier Capital LLC | 15,311 | $544.0K | 0.07% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 15,427 | $549.0K | 0.12% | −349−2.2% | Reduced |
| Curated Wealth Partners LLC | 15,445 | $549.0K | 0.16% | −24−0.2% | Reduced |
| First City Capital Management, Inc. | 15,571 | $554.0K | 0.37% | +6,106+64.5% | Added |
| Bryn Mawr Trust Co | 15,709 | $558.0K | 0.03% | +429+2.8% | Added |
| Valley Brook Capital Group | 15,862 | $564.0K | 0.62% | +451+2.9% | Added |
| Quantum Private Wealth, LLC | 15,904 | $565.0K | 0.35% | −183−1.1% | Reduced |
| Montag A & Associates Inc | 15,905 | $566.0K | 0.04% | +415+2.7% | Added |
| Salem Investment Counselors Inc | 15,938 | $567.0K | 0.03% | −1,211−7.1% | Reduced |
| Silver Oak Securities, Inc | 10,273 | $567.1K | 0.12% | +10,273 | New |
| Clearstead Advisors, LLC | 15,960 | $568.0K | 0.05% | −1,463−8.4% | Reduced |
| Integrated Wealth Concepts LLC | 16,077 | $572.0K | 0.02% | −131−0.8% | Reduced |
| Advisory Services Network, LLC | 16,107 | $572.0K | 0.02% | +187+1.2% | Added |
| Morningstar Investment Services LLC | 15,167 | $575.0K | 0.01% | −1,279−7.8% | Reduced |
| Westhampton Capital, LLC | 16,207 | $576.0K | 0.43% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 16,172 | $576.0K | 0.15% | +5,350+49.4% | Added |
| Wright Investors Service Inc | 16,253 | $578.0K | 0.18% | +5,127+46.1% | Added |
| Vontobel Holding Ltd. | 16,437 | $584.0K | 0.01% | −8,211−33.3% | Reduced |
| Diversified Trust Co | 16,453 | $585.0K | 0.03% | +4,844+41.7% | Added |
| Dynamic Technology Lab Private Ltd | 16,630 | $591.0K | 0.06% | −34,992−67.8% | Reduced |
| Meeder Asset Management Inc | 16,683 | $593.0K | 0.03% | −1,338−7.4% | Reduced |
| David Loasby | 16,666 | $593.0K | 0.10% | +44+0.3% | Added |