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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 27,185 | $968.0K | 0.04% | −600−2.2% | Reduced |
| Vident Investment Advisory, LLC | 29,840 | $977.0K | 0.03% | +1,991+7.1% | Added |
| Goelzer Investment Management, Inc. | 27,700 | $985.0K | 0.10% | +900+3.4% | Added |
| Pathstone Family Office, LLC | 27,295 | $994.2K | 0.02% | +5,138+23.2% | Added |
| Segall Bryant & Hamill, LLC | 28,111 | $998.0K | 0.01% | +1,031+3.8% | Added |
| Central Trust Co | 28,156 | $1.00M | 0.03% | −25−0.1% | Reduced |
| Ieq Capital, LLC | 28,338 | $1.01M | 0.03% | +2,516+9.7% | Added |
| Barden Capital Management, Inc. | 28,389 | $1.01M | 1.18% | +913+3.3% | Added |
| Cullinan Associates Inc | 28,500 | $1.01M | 0.06% | −12,500−30.5% | Reduced |
| XTX Topco Ltd | 28,684 | $1.02M | 0.25% | +10,464+57.4% | Added |
| Bessemer Group Inc | 28,710 | $1.02M | 0.00% | +8,144+39.6% | Added |
| Aureus Asset Management, LLC | 28,990 | $1.03M | 0.09% | −9,144−24.0% | Reduced |
| AIA Group Ltd | 29,074 | $1.03M | 0.07% | −808−2.7% | Reduced |
| FineMark National Bank & Trust | 29,119 | $1.03M | 0.05% | −194−0.7% | Reduced |
| Delta Financial Advisors LLC | 29,342 | $1.04M | 0.55% | +88+0.3% | Added |
| National Asset Management, Inc. | 29,440 | $1.05M | 0.03% | +6,051+25.9% | Added |
| Financial Advocates Investment Management | 29,820 | $1.05M | 0.09% | +65+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 30,160 | $1.07M | 0.10% | +1,180+4.1% | Added |
| KCM Investment Advisors LLC | 30,493 | $1.08M | 0.05% | −2,953−8.8% | Reduced |
| Romano Brothers and Company | 30,474 | $1.08M | 0.17% | +30,474 | New |
| Hohimer Wealth Management, LLC | 30,587 | $1.09M | 0.35% | −202−0.7% | Reduced |
| Bartlett & Co. LLC | 31,134 | $1.11M | 0.02% | −603−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,134 | $1.11M | 0.02% | −603−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,258 | $1.11M | 0.03% | −2,644−7.8% | Reduced |
| United Services Automobile Association | 31,323 | $1.11M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 31,532 | $1.12M | 0.00% | +17,176+119.6% | Added |
| Cunning Capital Partners, LP | 31,795 | $1.13M | 0.90% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 31,931 | $1.14M | 0.03% | −372−1.2% | Reduced |
| Savant Capital, LLC | 32,335 | $1.15M | 0.04% | +659+2.1% | Added |
| Panagora Asset Management Inc | 32,368 | $1.15M | 0.01% | +351+1.1% | Added |
| Woodstock Corp | 32,663 | $1.16M | 0.17% | −6,605−16.8% | Reduced |
| Cetera Advisors LLC | 32,744 | $1.16M | 0.03% | −1,236−3.6% | Reduced |
| Proequities, Inc. | 32,805 | $1.17M | 0.11% | +3,167+10.7% | Added |
| Essex Financial Services, Inc. | 32,935 | $1.17M | 0.14% | −1,275−3.7% | Reduced |
| Burney Co | 32,957 | $1.17M | 0.06% | −2,920−8.1% | Reduced |
| Regentatlantic Capital LLC | 33,101 | $1.18M | 0.04% | +3,525+11.9% | Added |
| Pacific Global Investment Management CO | 33,543 | $1.19M | 0.29% | +100.0% | Added |
| Guggenheim Capital LLC | 34,131 | $1.21M | 0.01% | −996−2.8% | Reduced |
| Gofen & Glossberg LLC | 34,195 | $1.22M | 0.03% | −744−2.1% | Reduced |
| Acadian Asset Management LLC | 34,426 | $1.22M | 0.01% | +19,070+124.2% | Added |
| Whittier Trust Co | 34,848 | $1.24M | 0.03% | +2,371+7.3% | Added |
| NBT Bank N A | 35,377 | $1.26M | 0.21% | −2,183−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $1.26M | 0.03% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 35,500 | $1.26M | 0.02% | +35,500 | New |
| Huber Capital Management LLC | 35,521 | $1.26M | 0.35% | −21,411−37.6% | Reduced |
| Headinvest, LLC | 35,726 | $1.27M | 0.30% | −345−1.0% | Reduced |
| Glenview Trust Co | 35,754 | $1.27M | 0.05% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 36,011 | $1.28M | 0.10% | +36,011 | New |
| B. Metzler seel. Sohn & Co. AG | 36,171 | $1.29M | 0.02% | +313+0.9% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $1.29M | 0.06% | 00.0% | Unchanged |
| Tiaa, FSB | 36,801 | $1.31M | 0.01% | −4,070−10.0% | Reduced |
| McMillion Capital Management Inc | 37,063 | $1.32M | 1.22% | −1,335−3.5% | Reduced |
| Impax Asset Management Group plc | 37,269 | $1.32M | 0.01% | +358+1.0% | Added |
| Thrivent Financial for Lutherans | 37,462 | $1.33M | 0.00% | +62+0.2% | Added |
| American Century Companies Inc | 37,485 | $1.33M | 0.00% | +13,442+55.9% | Added |
| Verition Fund Management LLC | 37,609 | $1.34M | 0.02% | +30,707+444.9% | Added |
| Cetera Advisor Networks LLC | 38,149 | $1.36M | 0.02% | −3,309−8.0% | Reduced |
| Shell Asset Management Co | 38,271 | $1.36M | 0.05% | −10,201−21.0% | Reduced |
| IMA Wealth, Inc. | 38,595 | $1.37M | 0.37% | −687−1.7% | Reduced |
| Holocene Advisors, LP | 38,625 | $1.37M | 0.01% | +38,625 | New |
| Moors & Cabot, Inc. | 38,744 | $1.38M | 0.11% | −597−1.5% | Reduced |
| Parsons Capital Management Inc | 38,898 | $1.38M | 0.12% | −104−0.3% | Reduced |
| South Dakota Investment Council | 39,009 | $1.39M | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 39,309 | $1.40M | 0.04% | +11,427+41.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.42M | 0.48% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 40,155 | $1.43M | 0.02% | +3,595+9.8% | Added |
| IFP Advisors, Inc | 108,472 | $1.44M | 0.04% | +2,911+2.8% | Added |
| Boston Private Wealth LLC | 41,138 | $1.46M | 0.02% | +3,808+10.2% | Added |
| ExodusPoint Capital Management, LP | 42,730 | $1.52M | 0.02% | +22,035+106.5% | Added |
| Monarch Capital Management Inc | 43,161 | $1.53M | 0.50% | −2,570−5.6% | Reduced |
| New Mexico Educational Retirement Board | 43,417 | $1.54M | 0.08% | −4,000−8.4% | Reduced |
| Prudential PLC | 44,081 | $1.57M | 0.02% | +2,038+4.8% | Added |
| Atria Investments LLC | 44,148 | $1.57M | 0.03% | +4,212+10.5% | Added |
| Trust Co of Vermont | 44,554 | $1.58M | 0.13% | +117+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 45,571 | $1.62M | 0.09% | +2,673+6.2% | Added |
| New England Research & Management, Inc. | 46,150 | $1.64M | 1.03% | +20,250+78.2% | Added |
| Veritable, L.P. | 46,199 | $1.64M | 0.03% | +1,889+4.3% | Added |
| CSM Advisors, LLC | 46,255 | $1.65M | 0.18% | −9,135−16.5% | Reduced |
| YHB Investment Advisors, Inc. | 46,519 | $1.65M | 0.18% | −294−0.6% | Reduced |
| Argent Trust Co | 46,622 | $1.66M | 0.12% | −717−1.5% | Reduced |
| Cacti Asset Management LLC | 46,767 | $1.66M | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 47,121 | $1.68M | 0.02% | −166,701−78.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 47,508 | $1.69M | 0.07% | +8,212+20.9% | Added |
| Achmea Investment Management B.V. | 48,321 | $1.72M | 0.06% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 48,800 | $1.74M | 0.02% | +48,800 | New |
| Williams Jones Wealth Management, LLC. | 49,132 | $1.75M | 0.03% | +571+1.2% | Added |
| Metropolitan Life Insurance Co | 50,103 | $1.78M | 0.08% | −987−1.9% | Reduced |
| Cerity Partners LLC | 50,134 | $1.78M | 0.02% | +10,068+25.1% | Added |
| American Portfolios Advisors | 50,257 | $1.79M | 0.08% | +33,675+203.1% | Added |
| LSV Asset Management | 50,700 | $1.80M | 0.00% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $1.86M | 1.18% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 52,500 | $1.87M | 2.39% | −72,500−58.0% | Reduced |
| Prio Wealth Limited Partnership | 52,926 | $1.88M | 0.08% | −966−1.8% | Reduced |
| Natixis | 53,294 | $1.90M | 0.01% | −451,218−89.4% | Reduced |
| Heritage Investors Management Corp | 53,413 | $1.90M | 0.10% | −1,169−2.1% | Reduced |
| Tower View Investment Management & Research LLC | 53,755 | $1.91M | 1.47% | +53,755 | New |
| Louisiana State Employees Retirement System | 53,900 | $1.92M | 0.06% | +200+0.4% | Added |
| Federated Hermes, Inc. | 54,009 | $1.92M | 0.01% | −24,516−31.2% | Reduced |
| Wesbanco Bank Inc | 54,278 | $1.93M | 0.13% | −7,221−11.7% | Reduced |
| Silvercrest Asset Management Group LLC | 54,692 | $1.95M | 0.02% | −1,297−2.3% | Reduced |