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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 54,705 | $1.95M | 0.10% | +11,457+26.5% | Added |
| Stratos Wealth Partners, LTD. | 54,739 | $1.95M | 0.05% | −2,426−4.2% | Reduced |
| JB Capital LLC | 55,792 | $1.98M | 0.22% | +72+0.1% | Added |
| Daiwa Securities Group Inc. | 56,153 | $2.00M | 0.02% | +1,388+2.5% | Added |
| Poehling Capital Management, LLC | 56,273 | $2.00M | 0.84% | +22,881+68.5% | Added |
| Susquehanna International Group, LLP | 56,469 | $2.01M | 0.00% | −161,451−74.1% | Reduced |
| Blair William & Co | 57,040 | $2.03M | 0.01% | +4,269+8.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,039 | $2.03M | 0.00% | −5,170−8.3% | Reduced |
| Evercore Wealth Management, LLC | 57,486 | $2.04M | 0.05% | +436+0.8% | Added |
| Macquarie Group Ltd | 57,575 | $2.05M | 0.00% | +16,405+39.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,840 | $2.06M | 0.12% | −14,261−19.8% | Reduced |
| Seeyond | 57,921 | $2.06M | 0.25% | +55,576+2,370.0% | Added |
| CWM, LLC | 58,280 | $2.07M | 0.02% | +1,980+3.5% | Added |
| Delta Capital Management LLC | 58,405 | $2.08M | 1.69% | 00.0% | Unchanged |
| Stephens Inc | 58,500 | $2.08M | 0.04% | +726+1.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 58,780 | $2.09M | 0.53% | −187−0.3% | Reduced |
| Engineers Gate Manager LP | 58,903 | $2.10M | 0.13% | +41,058+230.1% | Added |
| Cohen Klingenstein LLC | 59,064 | $2.10M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 59,889 | $2.13M | 0.10% | +10,372+20.9% | Added |
| M Holdings Securities, Inc. | 60,385 | $2.15M | 0.24% | +14,961+32.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,888 | $2.17M | 0.05% | +1,019+1.7% | Added |
| Pearl River Capital, LLC | 61,470 | $2.19M | 0.41% | +61,470 | New |
| Brinker Capital Investments, LLC | 62,081 | $2.21M | 0.05% | −610−1.0% | Reduced |
| AMG National Trust Bank | 62,266 | $2.21M | 0.08% | +4,811+8.4% | Added |
| FIL Ltd | 62,556 | $2.22M | 0.00% | +62,556 | New |
| Norinchukin Bank, The | 63,648 | $2.26M | 0.05% | +6,640+11.6% | Added |
| Elo Mutual Pension Insurance Co | 63,708 | $2.27M | 0.09% | −3,727−5.5% | Reduced |
| Brown Brothers Harriman & Co | 63,770 | $2.27M | 0.02% | +280.0% | Added |
| Cohen Capital Management, Inc. | 64,090 | $2.28M | 0.50% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 64,303 | $2.29M | 0.03% | −2,472−3.7% | Reduced |
| Canandaigua National Corp | 64,362 | $2.29M | 0.41% | +21,014+48.5% | Added |
| Winton Group Ltd | 64,501 | $2.29M | 0.15% | +27,559+74.6% | Added |
| Mackenzie Financial Corp | 65,632 | $2.33M | 0.00% | −3,721−5.4% | Reduced |
| Lee Danner & Bass Inc | 65,641 | $2.33M | 0.25% | −1,409−2.1% | Reduced |
| Raymond James Trust N.A. | 65,632 | $2.33M | 0.09% | −58−0.1% | Reduced |
| Kentucky Retirement Systems | 65,877 | $2.34M | 0.10% | +2,921+4.6% | Added |
| Crossmark Global Holdings, Inc. | 66,176 | $2.35M | 0.07% | −23,078−25.9% | Reduced |
| Patten Group, Inc. | 66,629 | $2.35M | 0.81% | +796+1.2% | Added |
| Maryland State Retirement & Pension System | 66,402 | $2.36M | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 66,933 | $2.38M | 0.16% | +9,692+16.9% | Added |
| Gilman Hill Asset Management, LLC | 67,357 | $2.40M | 0.56% | +7,172+11.9% | Added |
| GAM Holding AG | 67,651 | $2.41M | 0.18% | −179−0.3% | Reduced |
| Souders Financial Advisors | 67,826 | $2.41M | 0.65% | +4,742+7.5% | Added |
| Greenleaf Trust | 67,937 | $2.42M | 0.04% | +55,805+460.0% | Added |
| Securian Asset Management, Inc | 68,426 | $2.43M | 0.07% | −349−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 69,199 | $2.46M | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 69,256 | $2.46M | 0.11% | +17,194+33.0% | Added |
| Lazard Asset Management LLC | 69,781 | $2.48M | 0.00% | +4,190+6.4% | Added |
| Eqis Capital Management, Inc. | 70,315 | $2.50M | 0.29% | +4,314+6.5% | Added |
| Capstone Investment Advisors, LLC | 70,599 | $2.51M | 0.05% | +40,889+137.6% | Added |
| Lighthouse Investment Partners, LLC | 71,000 | $2.52M | 1.01% | +71,000 | New |
| Sargent Investment Group, LLC | 67,995 | $2.53M | 0.79% | +10,465+18.2% | Added |
| Gabelli Funds LLC | 71,500 | $2.54M | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 73,463 | $2.61M | 0.15% | −3,715−4.8% | Reduced |
| Nordea Investment Management AB | 73,188 | $2.63M | 0.00% | +1,263+1.8% | Added |
| Huntington National Bank | 75,335 | $2.68M | 0.03% | −8,560−10.2% | Reduced |
| Pegasus Asset Management, Inc. | 75,732 | $2.69M | 1.52% | +75,732 | New |
| Farmers & Merchants Investments Inc | 75,848 | $2.70M | 0.12% | −1,022−1.3% | Reduced |
| Clearbridge Investments, LLC | 75,857 | $2.70M | 0.00% | −500−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 75,948 | $2.70M | 0.02% | +5,314+7.5% | Added |
| AdvisorNet Financial, Inc | 76,095 | $2.71M | 0.27% | +11,532+17.9% | Added |
| Tower Research Capital LLC (TRC) | 77,129 | $2.74M | 0.04% | +4,116+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 78,054 | $2.78M | 0.03% | +78,054 | New |
| Hartford Investment Management Co | 79,603 | $2.83M | 0.09% | −1,516−1.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 80,101 | $2.85M | 3.86% | −9,604−10.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 80,590 | $2.87M | 0.02% | −56,291−41.1% | Reduced |
| Bank of Nova Scotia | 80,942 | $2.88M | 0.01% | −630−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 82,454 | $2.93M | 0.01% | +3,270+4.1% | Added |
| Lincoln Capital LLC | 82,764 | $2.94M | 0.92% | −4,993−5.7% | Reduced |
| British Columbia Investment Management Corp | 83,853 | $2.98M | 0.03% | −15,379−15.5% | Reduced |
| Mercer Global Advisors Inc | 85,022 | $3.02M | 0.02% | +6,334+8.0% | Added |
| Family Capital Trust Co | 85,231 | $3.03M | 1.39% | −1,001−1.2% | Reduced |
| Hall Laurie J Trustee | 86,955 | $3.09M | 1.52% | +12,610+17.0% | Added |
| Bradley Foster & Sargent Inc | 87,342 | $3.11M | 0.09% | −4,365−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,574 | $3.11M | 0.02% | −2,352−2.6% | Reduced |
| Northwest Investment Counselors, LLC | 87,949 | $3.13M | 1.02% | +2,913+3.4% | Added |
| Kestra Advisory Services, LLC | 88,883 | $3.16M | 0.03% | −3,280−3.6% | Reduced |
| Cresset Asset Management, LLC | 89,294 | $3.17M | 0.04% | −673−0.7% | Reduced |
| Public Sector Pension Investment Board | 90,631 | $3.22M | 0.03% | +9,040+11.1% | Added |
| Toroso Investments, LLC | 91,575 | $3.26M | 0.14% | +10,769+13.3% | Added |
| Nissay Asset Management Corp | 95,426 | $3.39M | 0.04% | +2,824+3.0% | Added |
| Putnam Investments LLC | 96,248 | $3.42M | 0.01% | −612−0.6% | Reduced |
| Wesleyan Assurance Society | 96,200 | $3.42M | 0.53% | 00.0% | Unchanged |
| Regions Financial Corp | 96,708 | $3.44M | 0.03% | −2,182−2.2% | Reduced |
| Czech National Bank | 97,779 | $3.48M | 0.10% | +97,779 | New |
| Synovus Financial Corp | 97,628 | $3.48M | 0.04% | −4,831−4.7% | Reduced |
| Westpac Banking Corp | 98,152 | $3.49M | 0.05% | +9,142+10.3% | Added |
| Close Asset Management Ltd | 98,184 | $3.49M | 0.20% | +630+0.6% | Added |
| Evoke Wealth, LLC | 98,847 | $3.51M | 0.14% | −1,903−1.9% | Reduced |
| CapWealth Advisors, LLC | 102,282 | $3.64M | 0.48% | −66−0.1% | Reduced |
| ProShare Advisors LLC | 103,615 | $3.68M | 0.01% | −13,801−11.8% | Reduced |
| Bahl & Gaynor Inc | 103,751 | $3.69M | 0.02% | −551−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 103,824 | $3.69M | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 104,208 | $3.71M | 0.03% | +209+0.2% | Added |
| Telos Capital Management, Inc. | 104,820 | $3.73M | 0.61% | −937−0.9% | Reduced |
| Worldquant Millennium Advisors LLC | 104,894 | $3.73M | 0.09% | −53,372−33.7% | Reduced |
| Cinctive Capital Management LP | 106,799 | $3.80M | 0.17% | +1,999+1.9% | Added |
| HM Payson & Co | 106,888 | $3.80M | 0.10% | −1,524−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 107,086 | $3.81M | 0.15% | −336,882−75.9% | Reduced |
| Tufton Capital Management | 108,125 | $3.84M | 0.93% | −12,109−10.1% | Reduced |