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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 71,500 | $2.54M | 0.02% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 67,995 | $2.53M | 0.79% | +10,465+18.2% | Added |
| Lighthouse Investment Partners, LLC | 71,000 | $2.52M | 1.01% | +71,000 | New |
| Capstone Investment Advisors, LLC | 70,599 | $2.51M | 0.05% | +40,889+137.6% | Added |
| Eqis Capital Management, Inc. | 70,315 | $2.50M | 0.29% | +4,314+6.5% | Added |
| Lazard Asset Management LLC | 69,781 | $2.48M | 0.00% | +4,190+6.4% | Added |
| Snowden Capital Advisors LLC | 69,256 | $2.46M | 0.11% | +17,194+33.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 69,199 | $2.46M | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 68,426 | $2.43M | 0.07% | −349−0.5% | Reduced |
| Greenleaf Trust | 67,937 | $2.42M | 0.04% | +55,805+460.0% | Added |
| Souders Financial Advisors | 67,826 | $2.41M | 0.65% | +4,742+7.5% | Added |
| GAM Holding AG | 67,651 | $2.41M | 0.18% | −179−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 67,357 | $2.40M | 0.56% | +7,172+11.9% | Added |
| Ethic Inc. | 66,933 | $2.38M | 0.16% | +9,692+16.9% | Added |
| Maryland State Retirement & Pension System | 66,402 | $2.36M | 0.20% | 00.0% | Unchanged |
| 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 |
| Kentucky Retirement Systems | 65,877 | $2.34M | 0.10% | +2,921+4.6% | 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 |
| Winton Group Ltd | 64,501 | $2.29M | 0.15% | +27,559+74.6% | Added |
| Canandaigua National Corp | 64,362 | $2.29M | 0.41% | +21,014+48.5% | Added |
| Oregon Public Employees Retirement Fund | 64,303 | $2.29M | 0.03% | −2,472−3.7% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $2.28M | 0.50% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63,770 | $2.27M | 0.02% | +280.0% | Added |
| Elo Mutual Pension Insurance Co | 63,708 | $2.27M | 0.09% | −3,727−5.5% | Reduced |
| Norinchukin Bank, The | 63,648 | $2.26M | 0.05% | +6,640+11.6% | Added |
| FIL Ltd | 62,556 | $2.22M | 0.00% | +62,556 | New |
| AMG National Trust Bank | 62,266 | $2.21M | 0.08% | +4,811+8.4% | Added |
| Brinker Capital Investments, LLC | 62,081 | $2.21M | 0.05% | −610−1.0% | Reduced |
| Pearl River Capital, LLC | 61,470 | $2.19M | 0.41% | +61,470 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,888 | $2.17M | 0.05% | +1,019+1.7% | Added |
| M Holdings Securities, Inc. | 60,385 | $2.15M | 0.24% | +14,961+32.9% | Added |
| JustInvest LLC | 59,889 | $2.13M | 0.10% | +10,372+20.9% | Added |
| Cohen Klingenstein LLC | 59,064 | $2.10M | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 58,903 | $2.10M | 0.13% | +41,058+230.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 58,780 | $2.09M | 0.53% | −187−0.3% | Reduced |
| Stephens Inc | 58,500 | $2.08M | 0.04% | +726+1.3% | Added |
| Delta Capital Management LLC | 58,405 | $2.08M | 1.69% | 00.0% | Unchanged |
| CWM, LLC | 58,280 | $2.07M | 0.02% | +1,980+3.5% | Added |
| Seeyond | 57,921 | $2.06M | 0.25% | +55,576+2,370.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,840 | $2.06M | 0.12% | −14,261−19.8% | Reduced |
| Macquarie Group Ltd | 57,575 | $2.05M | 0.00% | +16,405+39.8% | Added |
| Evercore Wealth Management, LLC | 57,486 | $2.04M | 0.05% | +436+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,039 | $2.03M | 0.00% | −5,170−8.3% | Reduced |
| Blair William & Co | 57,040 | $2.03M | 0.01% | +4,269+8.1% | Added |
| Susquehanna International Group, LLP | 56,469 | $2.01M | 0.00% | −161,451−74.1% | Reduced |
| Poehling Capital Management, LLC | 56,273 | $2.00M | 0.84% | +22,881+68.5% | Added |
| Daiwa Securities Group Inc. | 56,153 | $2.00M | 0.02% | +1,388+2.5% | Added |
| JB Capital LLC | 55,792 | $1.98M | 0.22% | +72+0.1% | Added |
| Stratos Wealth Partners, LTD. | 54,739 | $1.95M | 0.05% | −2,426−4.2% | Reduced |
| Silvercrest Asset Management Group LLC | 54,692 | $1.95M | 0.02% | −1,297−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 54,705 | $1.95M | 0.10% | +11,457+26.5% | Added |
| Wesbanco Bank Inc | 54,278 | $1.93M | 0.13% | −7,221−11.7% | Reduced |
| Federated Hermes, Inc. | 54,009 | $1.92M | 0.01% | −24,516−31.2% | Reduced |
| Louisiana State Employees Retirement System | 53,900 | $1.92M | 0.06% | +200+0.4% | Added |
| Tower View Investment Management & Research LLC | 53,755 | $1.91M | 1.47% | +53,755 | New |
| Heritage Investors Management Corp | 53,413 | $1.90M | 0.10% | −1,169−2.1% | Reduced |
| Natixis | 53,294 | $1.90M | 0.01% | −451,218−89.4% | Reduced |
| Prio Wealth Limited Partnership | 52,926 | $1.88M | 0.08% | −966−1.8% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 52,500 | $1.87M | 2.39% | −72,500−58.0% | Reduced |
| Westport Asset Management Inc | 52,400 | $1.86M | 1.18% | 00.0% | Unchanged |
| LSV Asset Management | 50,700 | $1.80M | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 50,257 | $1.79M | 0.08% | +33,675+203.1% | Added |
| Cerity Partners LLC | 50,134 | $1.78M | 0.02% | +10,068+25.1% | Added |
| Metropolitan Life Insurance Co | 50,103 | $1.78M | 0.08% | −987−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,132 | $1.75M | 0.03% | +571+1.2% | Added |
| Virginia Retirement Systems Et Al | 48,800 | $1.74M | 0.02% | +48,800 | New |
| Achmea Investment Management B.V. | 48,321 | $1.72M | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47,508 | $1.69M | 0.07% | +8,212+20.9% | Added |
| Squarepoint Ops LLC | 47,121 | $1.68M | 0.02% | −166,701−78.0% | Reduced |
| Cacti Asset Management LLC | 46,767 | $1.66M | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 46,622 | $1.66M | 0.12% | −717−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 46,519 | $1.65M | 0.18% | −294−0.6% | Reduced |
| CSM Advisors, LLC | 46,255 | $1.65M | 0.18% | −9,135−16.5% | Reduced |
| Veritable, L.P. | 46,199 | $1.64M | 0.03% | +1,889+4.3% | Added |
| New England Research & Management, Inc. | 46,150 | $1.64M | 1.03% | +20,250+78.2% | Added |
| NorthCrest Asset Manangement, LLC | 45,571 | $1.62M | 0.09% | +2,673+6.2% | Added |
| Trust Co of Vermont | 44,554 | $1.58M | 0.13% | +117+0.3% | Added |
| Atria Investments LLC | 44,148 | $1.57M | 0.03% | +4,212+10.5% | Added |
| Prudential PLC | 44,081 | $1.57M | 0.02% | +2,038+4.8% | Added |
| New Mexico Educational Retirement Board | 43,417 | $1.54M | 0.08% | −4,000−8.4% | Reduced |
| Monarch Capital Management Inc | 43,161 | $1.53M | 0.50% | −2,570−5.6% | Reduced |
| ExodusPoint Capital Management, LP | 42,730 | $1.52M | 0.02% | +22,035+106.5% | Added |
| Boston Private Wealth LLC | 41,138 | $1.46M | 0.02% | +3,808+10.2% | Added |
| IFP Advisors, Inc | 108,472 | $1.44M | 0.04% | +2,911+2.8% | Added |
| Avantax Advisory Services, Inc. | 40,155 | $1.43M | 0.02% | +3,595+9.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.42M | 0.48% | 00.0% | Unchanged |
| Allstate Corp | 39,309 | $1.40M | 0.04% | +11,427+41.0% | Added |
| South Dakota Investment Council | 39,009 | $1.39M | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 38,898 | $1.38M | 0.12% | −104−0.3% | Reduced |
| Moors & Cabot, Inc. | 38,744 | $1.38M | 0.11% | −597−1.5% | Reduced |
| Holocene Advisors, LP | 38,625 | $1.37M | 0.01% | +38,625 | New |
| IMA Wealth, Inc. | 38,595 | $1.37M | 0.37% | −687−1.7% | Reduced |
| Shell Asset Management Co | 38,271 | $1.36M | 0.05% | −10,201−21.0% | Reduced |
| Cetera Advisor Networks LLC | 38,149 | $1.36M | 0.02% | −3,309−8.0% | Reduced |
| Verition Fund Management LLC | 37,609 | $1.34M | 0.02% | +30,707+444.9% | Added |
| American Century Companies Inc | 37,485 | $1.33M | 0.00% | +13,442+55.9% | Added |
| Thrivent Financial for Lutherans | 37,462 | $1.33M | 0.00% | +62+0.2% | Added |