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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 16,774 | $596.0K | 0.25% | −65−0.4% | Reduced |
| Umb Bank N A | 16,768 | $597.0K | 0.01% | −2,418−12.6% | Reduced |
| Fishman Jay A Ltd | 16,867 | $599.8K | 0.09% | −9,625−36.3% | Reduced |
| Estabrook Capital Management | 16,895 | $600.8K | 0.11% | −170−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,893 | $601.0K | 0.09% | −186−1.1% | Reduced |
| Trust Co of Toledo NA | 17,028 | $605.0K | 0.12% | −625−3.5% | Reduced |
| Busey Wealth Management | 17,040 | $606.0K | 0.03% | −6,135−26.5% | Reduced |
| AlphaCrest Capital Management LLC | 17,120 | $609.0K | 0.04% | −10,088−37.1% | Reduced |
| Wedbush Securities Inc | 17,260 | $614.0K | 0.03% | −636−3.6% | Reduced |
| Parallel Advisors, LLC | 17,255 | $614.0K | 0.03% | +932+5.7% | Added |
| Miller Investment Management, LP | 17,500 | $622.0K | 0.13% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 17,938 | $638.0K | 0.29% | +229+1.3% | Added |
| EagleClaw Capital Managment, LLC | 18,000 | $640.0K | 0.18% | 00.0% | Unchanged |
| Scotia Capital Inc. | 18,038 | $641.0K | 0.01% | +2,984+19.8% | Added |
| Schnieders Capital Management LLC | 18,054 | $642.0K | 0.17% | +11,700+184.1% | Added |
| Caldwell Trust Co | 18,304 | $650.9K | 0.10% | −430−2.3% | Reduced |
| CAPROCK Group, Inc. | 18,412 | $655.0K | 0.06% | +1,656+9.9% | Added |
| Waters Parkerson & Co., LLC | 18,550 | $660.0K | 0.04% | +1,000+5.7% | Added |
| Patten & Patten Inc | 18,639 | $663.0K | 0.06% | −42−0.2% | Reduced |
| Polar Capital Holdings Plc | 18,637 | $663.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 18,692 | $664.0K | 0.01% | −16,422−46.8% | Reduced |
| Empowered Funds, LLC | 18,668 | $664.0K | 0.06% | +18,668 | New |
| Shikiar Asset Management Inc | 18,690 | $665.0K | 0.27% | −13,100−41.2% | Reduced |
| Wetherby Asset Management Inc | 18,706 | $665.0K | 0.05% | +2,887+18.3% | Added |
| Wendell David Associates Inc | 18,720 | $666.0K | 0.09% | −150−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 18,739 | $666.0K | 0.02% | −96−0.5% | Reduced |
| AE Wealth Management LLC | 18,719 | $666.0K | 0.01% | +618+3.4% | Added |
| Buffington Mohr McNeal | 18,991 | $675.0K | 0.16% | −200−1.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $676.0K | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 19,043 | $677.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 19,175 | $682.0K | 0.03% | −161−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,228 | $683.7K | 0.01% | −1,238−6.0% | Reduced |
| Pinnacle Associates Ltd | 19,246 | $684.0K | 0.02% | +140+0.7% | Added |
| Tower Bridge Advisors | 19,384 | $689.3K | 0.06% | −1,208−5.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 19,630 | $699.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 19,843 | $705.0K | 0.14% | −5,634−22.1% | Reduced |
| Abbrea Capital, LLC | 19,971 | $710.0K | 0.13% | −180−0.9% | Reduced |
| Vestcor Inc | 20,006 | $711.0K | 0.03% | +96+0.5% | Added |
| Moody National Bank Trust Division | 20,072 | $714.0K | 0.07% | +397+2.0% | Added |
| Empirical Finance, LLC | 20,224 | $719.0K | 0.09% | +3,389+20.1% | Added |
| Redpoint Investment Management Pty Ltd | 20,589 | $732.0K | 0.11% | −1,733−7.8% | Reduced |
| Colony Group LLC | 20,680 | $735.0K | 0.01% | −1,042−4.8% | Reduced |
| Corient Capital Partners, LLC | 20,747 | $740.0K | 0.06% | +5,137+32.9% | Added |
| ING Groep NV | 20,902 | $743.0K | 0.01% | −9,919−32.2% | Reduced |
| Fractal Investments LLC | 20,896 | $743.0K | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 21,040 | $748.0K | 0.27% | −225−1.1% | Reduced |
| Liberty Capital Management, Inc. | 21,114 | $751.0K | 0.28% | −123−0.6% | Reduced |
| Lipe & Dalton | 21,114 | $751.0K | 0.47% | +1,000+5.0% | Added |
| CIBC World Markets Inc. | 21,250 | $756.0K | 0.00% | +1,093+5.4% | Added |
| Aptus Capital Advisors, LLC | 21,280 | $757.0K | 0.02% | +13,265+165.5% | Added |
| Sigma Planning Corp | 21,509 | $765.0K | 0.03% | −1,780−7.6% | Reduced |
| Ahl Investment Management, Inc. | 21,610 | $768.0K | 0.79% | −130−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,061 | $784.0K | 0.01% | −1,973−8.2% | Reduced |
| Rossmore Private Capital | 22,062 | $785.0K | 0.14% | +390+1.8% | Added |
| Railway Pension Investments Ltd | 22,200 | $789.0K | 0.01% | +22,200 | New |
| Banque Cantonale Vaudoise | 22,232 | $791.0K | 0.05% | −13,500−37.8% | Reduced |
| Garrison Point Advisors, LLC | 22,275 | $792.0K | 0.71% | −600−2.6% | Reduced |
| First Hawaiian Bank | 22,258 | $792.0K | 0.03% | +58+0.3% | Added |
| Lake Street Advisors Group, LLC | 22,321 | $794.0K | 0.06% | −101−0.5% | Reduced |
| Echo Street Capital Management LLC | 22,407 | $797.0K | 0.01% | +14,060+168.4% | Added |
| SG Americas Securities, LLC | 22,455 | $798.0K | 0.01% | −32,585−59.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,473 | $799.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 22,541 | $802.0K | 0.03% | −2,490−9.9% | Reduced |
| Cetera Investment Advisers | 22,590 | $803.0K | 0.02% | −2,253−9.1% | Reduced |
| Everence Capital Management Inc | 22,720 | $808.0K | 0.07% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 22,815 | $811.0K | 0.04% | −505−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 22,686 | $813.0K | 0.02% | −2,250−9.0% | Reduced |
| Riverview Capital Advisers, LLC | 22,887 | $813.9K | 0.51% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 23,317 | $816.0K | 0.83% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 23,257 | $827.0K | 1.07% | −3,195−12.1% | Reduced |
| Van Hulzen Asset Management, LLC | 23,325 | $829.0K | 0.10% | +25+0.1% | Added |
| Benjamin Edwards Inc | 23,376 | $831.0K | 0.25% | −113−0.5% | Reduced |
| Perigon Wealth Management, LLC | 23,378 | $831.0K | 0.07% | −132−0.6% | Reduced |
| Choate Investment Advisors | 23,728 | $844.0K | 0.06% | −197−0.8% | Reduced |
| Johnson Investment Counsel Inc | 23,791 | $846.0K | 0.01% | −641−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 23,911 | $850.3K | 0.01% | −4,679−16.4% | Reduced |
| Aquila Investment Management LLC | 24,000 | $853.0K | 0.64% | 00.0% | Unchanged |
| First Manhattan Co | 24,167 | $859.0K | 0.00% | −665−2.7% | Reduced |
| Birch Hill Investment Advisors LLC | 24,395 | $867.0K | 0.06% | −6,084−20.0% | Reduced |
| Hartford Financial Management Inc. | 24,375 | $867.0K | 0.25% | −229−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 24,599 | $875.0K | 0.09% | −3,169−11.4% | Reduced |
| Investment Management of Virginia LLC | 24,625 | $876.0K | 0.19% | +115+0.5% | Added |
| AXS Investments LLC | 24,669 | $877.0K | 0.34% | −1,135−4.4% | Reduced |
| Pinebridge Investments, L.P. | 24,756 | $880.0K | 0.01% | +18,132+273.7% | Added |
| MQS Management LLC | 24,741 | $880.0K | 0.57% | +24,741 | New |
| Group One Trading, L.P. | 24,835 | $883.0K | 0.03% | +20,841+521.8% | Added |
| Southport Management, L.L.C. | 25,000 | $889.0K | 4.33% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 25,702 | $914.0K | 0.12% | −105−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $917.0K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 25,985 | $924.0K | 0.25% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $925.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26,079 | $927.0K | 0.00% | −1,995−7.1% | Reduced |
| Curbstone Financial Management Corp | 26,168 | $931.0K | 0.23% | +250+1.0% | Added |
| Assetmark, Inc | 26,291 | $935.0K | 0.00% | +4,269+19.4% | Added |
| Sawgrass Asset Management LLC | 26,412 | $939.0K | 0.13% | −432−1.6% | Reduced |
| MAI Capital Management | 26,676 | $949.0K | 0.02% | +294+1.1% | Added |
| Selway Asset Management | 26,800 | $953.0K | 0.56% | +975+3.8% | Added |
| Rafferty Asset Management, LLC | 26,805 | $953.0K | 0.01% | +26,805 | New |
| Symphony Financial, Ltd. Co. | 26,804 | $954.0K | 0.31% | −83−0.3% | Reduced |
| HB Wealth Management, LLC | 26,890 | $956.0K | 0.02% | +11,258+72.0% | Added |