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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 37,269 | $1.32M | 0.01% | +358+1.0% | Added |
| McMillion Capital Management Inc | 37,063 | $1.32M | 1.22% | −1,335−3.5% | Reduced |
| Tiaa, FSB | 36,801 | $1.31M | 0.01% | −4,070−10.0% | Reduced |
| E. Ohman J:or Asset Management AB | 36,200 | $1.29M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,171 | $1.29M | 0.02% | +313+0.9% | Added |
| Advisor Partners II, LLC | 36,011 | $1.28M | 0.10% | +36,011 | New |
| Glenview Trust Co | 35,754 | $1.27M | 0.05% | 00.0% | Unchanged |
| Headinvest, LLC | 35,726 | $1.27M | 0.30% | −345−1.0% | Reduced |
| Huber Capital Management LLC | 35,521 | $1.26M | 0.35% | −21,411−37.6% | 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 |
| NBT Bank N A | 35,377 | $1.26M | 0.21% | −2,183−5.8% | Reduced |
| Whittier Trust Co | 34,848 | $1.24M | 0.03% | +2,371+7.3% | Added |
| Acadian Asset Management LLC | 34,426 | $1.22M | 0.01% | +19,070+124.2% | Added |
| Gofen & Glossberg LLC | 34,195 | $1.22M | 0.03% | −744−2.1% | Reduced |
| Guggenheim Capital LLC | 34,131 | $1.21M | 0.01% | −996−2.8% | Reduced |
| Pacific Global Investment Management CO | 33,543 | $1.19M | 0.29% | +100.0% | Added |
| Regentatlantic Capital LLC | 33,101 | $1.18M | 0.04% | +3,525+11.9% | Added |
| Burney Co | 32,957 | $1.17M | 0.06% | −2,920−8.1% | Reduced |
| Essex Financial Services, Inc. | 32,935 | $1.17M | 0.14% | −1,275−3.7% | Reduced |
| Proequities, Inc. | 32,805 | $1.17M | 0.11% | +3,167+10.7% | Added |
| Cetera Advisors LLC | 32,744 | $1.16M | 0.03% | −1,236−3.6% | Reduced |
| Woodstock Corp | 32,663 | $1.16M | 0.17% | −6,605−16.8% | Reduced |
| Panagora Asset Management Inc | 32,368 | $1.15M | 0.01% | +351+1.1% | Added |
| Savant Capital, LLC | 32,335 | $1.15M | 0.04% | +659+2.1% | Added |
| MUFG Americas Holdings Corp | 31,931 | $1.14M | 0.03% | −372−1.2% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.13M | 0.90% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 31,532 | $1.12M | 0.00% | +17,176+119.6% | Added |
| United Services Automobile Association | 31,323 | $1.11M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 31,258 | $1.11M | 0.03% | −2,644−7.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,134 | $1.11M | 0.02% | −603−1.9% | Reduced |
| Bartlett & Co. LLC | 31,134 | $1.11M | 0.02% | −603−1.9% | Reduced |
| Hohimer Wealth Management, LLC | 30,587 | $1.09M | 0.35% | −202−0.7% | Reduced |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,160 | $1.07M | 0.10% | +1,180+4.1% | Added |
| Financial Advocates Investment Management | 29,820 | $1.05M | 0.09% | +65+0.2% | Added |
| National Asset Management, Inc. | 29,440 | $1.05M | 0.03% | +6,051+25.9% | Added |
| Delta Financial Advisors LLC | 29,342 | $1.04M | 0.55% | +88+0.3% | Added |
| FineMark National Bank & Trust | 29,119 | $1.03M | 0.05% | −194−0.7% | Reduced |
| AIA Group Ltd | 29,074 | $1.03M | 0.07% | −808−2.7% | Reduced |
| Aureus Asset Management, LLC | 28,990 | $1.03M | 0.09% | −9,144−24.0% | Reduced |
| Bessemer Group Inc | 28,710 | $1.02M | 0.00% | +8,144+39.6% | Added |
| XTX Topco Ltd | 28,684 | $1.02M | 0.25% | +10,464+57.4% | Added |
| Cullinan Associates Inc | 28,500 | $1.01M | 0.06% | −12,500−30.5% | Reduced |
| Barden Capital Management, Inc. | 28,389 | $1.01M | 1.18% | +913+3.3% | Added |
| Ieq Capital, LLC | 28,338 | $1.01M | 0.03% | +2,516+9.7% | Added |
| Central Trust Co | 28,156 | $1.00M | 0.03% | −25−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 28,111 | $998.0K | 0.01% | +1,031+3.8% | Added |
| Pathstone Family Office, LLC | 27,295 | $994.2K | 0.02% | +5,138+23.2% | Added |
| Goelzer Investment Management, Inc. | 27,700 | $985.0K | 0.10% | +900+3.4% | Added |
| Vident Investment Advisory, LLC | 29,840 | $977.0K | 0.03% | +1,991+7.1% | Added |
| Lazard Freres Gestion S.A.S. | 27,185 | $968.0K | 0.04% | −600−2.2% | Reduced |
| HB Wealth Management, LLC | 26,890 | $956.0K | 0.02% | +11,258+72.0% | Added |
| Symphony Financial, Ltd. Co. | 26,804 | $954.0K | 0.31% | −83−0.3% | Reduced |
| 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 |
| MAI Capital Management | 26,676 | $949.0K | 0.02% | +294+1.1% | Added |
| Sawgrass Asset Management LLC | 26,412 | $939.0K | 0.13% | −432−1.6% | Reduced |
| Assetmark, Inc | 26,291 | $935.0K | 0.00% | +4,269+19.4% | Added |
| Curbstone Financial Management Corp | 26,168 | $931.0K | 0.23% | +250+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 26,079 | $927.0K | 0.00% | −1,995−7.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $925.0K | 0.16% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 25,985 | $924.0K | 0.25% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $917.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 25,702 | $914.0K | 0.12% | −105−0.4% | Reduced |
| Southport Management, L.L.C. | 25,000 | $889.0K | 4.33% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24,835 | $883.0K | 0.03% | +20,841+521.8% | Added |
| 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 |
| AXS Investments LLC | 24,669 | $877.0K | 0.34% | −1,135−4.4% | Reduced |
| Investment Management of Virginia LLC | 24,625 | $876.0K | 0.19% | +115+0.5% | Added |
| Neville Rodie & Shaw Inc | 24,599 | $875.0K | 0.09% | −3,169−11.4% | 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 |
| First Manhattan Co | 24,167 | $859.0K | 0.00% | −665−2.7% | Reduced |
| Aquila Investment Management LLC | 24,000 | $853.0K | 0.64% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 23,911 | $850.3K | 0.01% | −4,679−16.4% | Reduced |
| Johnson Investment Counsel Inc | 23,791 | $846.0K | 0.01% | −641−2.6% | Reduced |
| Choate Investment Advisors | 23,728 | $844.0K | 0.06% | −197−0.8% | Reduced |
| 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 |
| Van Hulzen Asset Management, LLC | 23,325 | $829.0K | 0.10% | +25+0.1% | Added |
| Kraematon Investment Advisors, Inc | 23,257 | $827.0K | 1.07% | −3,195−12.1% | Reduced |
| Wilen Investment Management Corp. | 23,317 | $816.0K | 0.83% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 22,887 | $813.9K | 0.51% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,686 | $813.0K | 0.02% | −2,250−9.0% | Reduced |
| Dowling & Yahnke LLC | 22,815 | $811.0K | 0.04% | −505−2.2% | Reduced |
| Everence Capital Management Inc | 22,720 | $808.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,590 | $803.0K | 0.02% | −2,253−9.1% | Reduced |
| Merit Financial Group, LLC | 22,541 | $802.0K | 0.03% | −2,490−9.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,473 | $799.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,455 | $798.0K | 0.01% | −32,585−59.2% | Reduced |
| Echo Street Capital Management LLC | 22,407 | $797.0K | 0.01% | +14,060+168.4% | Added |
| Lake Street Advisors Group, LLC | 22,321 | $794.0K | 0.06% | −101−0.5% | 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 |
| Banque Cantonale Vaudoise | 22,232 | $791.0K | 0.05% | −13,500−37.8% | Reduced |
| Railway Pension Investments Ltd | 22,200 | $789.0K | 0.01% | +22,200 | New |
| Rossmore Private Capital | 22,062 | $785.0K | 0.14% | +390+1.8% | Added |