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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 4,142 | $147.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 4,121 | $147.0K | 0.05% | +2,476+150.5% | Added |
| Manchester Capital Management LLC | 4,067 | $145.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,989 | $142.0K | 0.00% | −4,391−52.4% | Reduced |
| Pittenger & Anderson Inc | 3,928 | $140.0K | 0.01% | −1,026−20.7% | Reduced |
| Smithfield Trust Co | 3,899 | $140.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,914 | $139.0K | 0.02% | +62+1.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,604 | $128.0K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,525 | $125.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,435 | $122.0K | 0.02% | +1,600+87.2% | Added |
| Wellington Shields & Co., LLC | 3,285 | $117.0K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,266 | $116.0K | 0.01% | −1,000−23.4% | Reduced |
| Ellevest, Inc. | 3,089 | $110.0K | 0.01% | −308−9.1% | Reduced |
| Mascoma Wealth Management LLC | 3,094 | $110.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,007 | $107.0K | 0.02% | −9−0.3% | Reduced |
| Bank of New Hampshire | 2,994 | $106.0K | 0.03% | −128−4.1% | Reduced |
| Parkside Financial Bank & Trust | 2,916 | $104.0K | 0.03% | +84+3.0% | Added |
| EverSource Wealth Advisors, LLC | 2,823 | $101.0K | 0.02% | −314−10.0% | Reduced |
| TD Private Client Wealth LLC | 2,834 | $100.8K | 0.01% | +9+0.3% | Added |
| Global Retirement Partners, LLC | 2,504 | $100.0K | 0.01% | −24−0.9% | Reduced |
| Geneos Wealth Management Inc. | 2,789 | $99.0K | 0.01% | −3,110−52.7% | Reduced |
| Money Concepts Capital Corp | 2,792 | $99.0K | 0.01% | −11−0.4% | Reduced |
| Sun Life Financial INC | 2,750 | $98.0K | 0.01% | −538−16.4% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $97.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,669 | $97.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,631 | $94.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,603 | $93.0K | 0.07% | −26−1.0% | Reduced |
| Oakworth Capital, Inc. | 2,631 | $93.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,586 | $92.0K | 0.00% | +213+9.0% | Added |
| Alta Advisers Ltd | 2,600 | $92.0K | 0.06% | +2,600 | New |
| PEAK6 Investments LLC | 2,553 | $91.0K | 0.00% | −14,502−85.0% | Reduced |
| Evermay Wealth Management LLC | 2,548 | $91.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $90.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,533 | $90.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $89.0K | 0.03% | −500−16.7% | Reduced |
| Costello Asset Management, INC | 2,489 | $89.0K | 0.08% | −270−9.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,500 | $89.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,463 | $88.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,449 | $87.1K | 0.04% | +12+0.5% | Added |
| Sageworth Trust Co of South Dakota | 2,437 | $87.0K | 0.21% | −1,314−35.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $87.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,422 | $86.0K | 0.02% | −12−0.5% | Reduced |
| Zions Bancorporation, N.A. | 2,414 | $86.0K | 0.01% | −23−0.9% | Reduced |
| Hudock, Inc. | 2,424 | $86.0K | 0.03% | +7+0.3% | Added |
| Massmutual Trust Co FSB | 2,414 | $86.0K | 0.00% | +457+23.4% | Added |
| Raffa Wealth Management, LLC | 2,407 | $85.6K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,393 | $85.0K | 0.05% | +319+15.4% | Added |
| State of Wyoming | 2,397 | $85.0K | 0.04% | +801+50.2% | Added |
| Gables Capital Management Inc. | 2,350 | $84.0K | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 2,320 | $84.0K | 0.08% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,331 | $83.0K | 0.00% | −578−19.9% | Reduced |
| Desjardins Global Asset Management Inc. | 2,345 | $83.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,343 | $83.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,332 | $83.0K | 0.05% | +371+18.9% | Added |
| FourThought Financial, LLC | 2,297 | $82.0K | 0.01% | −69−2.9% | Reduced |
| Accel Wealth Management | 2,103 | $81.0K | 0.04% | +10.0% | Added |
| Clean Yield Group | 2,259 | $80.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,229 | $79.0K | 0.01% | −2,783−55.5% | Reduced |
| MV Capital Management, Inc. | 2,235 | $79.0K | 0.01% | +66+3.0% | Added |
| CKW Financial Group | 2,150 | $76.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,099 | $75.0K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,109 | $75.0K | 0.01% | +207+10.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,076 | $74.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,065 | $73.0K | 0.02% | +4+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 2,001 | $71.0K | 0.00% | −272−12.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,985 | $71.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $71.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,341 | $71.0K | 0.02% | +10.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $70.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,933 | $69.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,885 | $67.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,763 | $63.0K | 0.00% | −50−2.8% | Reduced |
| CVA Family Office, LLC | 1,752 | $62.0K | 0.02% | +680+63.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,724 | $61.0K | 0.03% | +4+0.2% | Added |
| Pacer Advisors, Inc. | 1,716 | $61.0K | 0.00% | +366+27.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,722 | $61.0K | 0.03% | +1,722 | New |
| Aua Capital Management, LLC | 1,686 | $60.0K | 0.04% | −364−17.8% | Reduced |
| Acima Private Wealth, LLC | 1,669 | $59.4K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,666 | $59.3K | 0.03% | +5+0.3% | Added |
| Stonebridge Capital Advisors LLC | 1,655 | $59.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $59.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,659 | $59.0K | 0.00% | −2,817−62.9% | Reduced |
| 1832 Asset Management L.P. | 1,630 | $58.0K | 0.00% | +250+18.1% | Added |
| Almanack Investment Partners, LLC. | 1,570 | $56.0K | 0.01% | +1,570 | New |
| Oakmont Corp | 1,539 | $55.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,516 | $54.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,528 | $54.0K | 0.05% | +774+102.7% | Added |
| Field & Main Bank | 1,500 | $53.0K | 0.04% | −300−16.7% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $53.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,368 | $49.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,381 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,332 | $48.0K | 0.01% | −164−11.0% | Reduced |
| American Research & Management Co. | 1,325 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,286 | $45.0K | 0.05% | +6+0.5% | Added |
| Key Financial Inc | 1,226 | $44.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $43.0K | 0.01% | −4,500−78.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,224 | $43.0K | 0.00% | −20−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,223 | $43.0K | 0.01% | +26+2.2% | Added |
| Old North State Trust, LLC | 1,153 | $41.0K | 0.04% | +1,153 | New |
| Aspire Private Capital, LLC | 1,119 | $40.0K | 0.02% | −44−3.8% | Reduced |