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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,061 | $784.0K | 0.01% | −1,973−8.2% | Reduced |
| Ahl Investment Management, Inc. | 21,610 | $768.0K | 0.79% | −130−0.6% | Reduced |
| Sigma Planning Corp | 21,509 | $765.0K | 0.03% | −1,780−7.6% | Reduced |
| Aptus Capital Advisors, LLC | 21,280 | $757.0K | 0.02% | +13,265+165.5% | Added |
| CIBC World Markets Inc. | 21,250 | $756.0K | 0.00% | +1,093+5.4% | Added |
| Liberty Capital Management, Inc. | 21,114 | $751.0K | 0.28% | −123−0.6% | Reduced |
| Lipe & Dalton | 21,114 | $751.0K | 0.47% | +1,000+5.0% | Added |
| Roberts Glore & Co Inc | 21,040 | $748.0K | 0.27% | −225−1.1% | Reduced |
| ING Groep NV | 20,902 | $743.0K | 0.01% | −9,919−32.2% | Reduced |
| Fractal Investments LLC | 20,896 | $743.0K | 0.20% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 20,747 | $740.0K | 0.06% | +5,137+32.9% | Added |
| Colony Group LLC | 20,680 | $735.0K | 0.01% | −1,042−4.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 20,589 | $732.0K | 0.11% | −1,733−7.8% | Reduced |
| Empirical Finance, LLC | 20,224 | $719.0K | 0.09% | +3,389+20.1% | Added |
| Moody National Bank Trust Division | 20,072 | $714.0K | 0.07% | +397+2.0% | Added |
| Vestcor Inc | 20,006 | $711.0K | 0.03% | +96+0.5% | Added |
| Abbrea Capital, LLC | 19,971 | $710.0K | 0.13% | −180−0.9% | Reduced |
| City Holding Co | 19,843 | $705.0K | 0.14% | −5,634−22.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 19,630 | $699.0K | 0.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 19,384 | $689.3K | 0.06% | −1,208−5.9% | Reduced |
| Pinnacle Associates Ltd | 19,246 | $684.0K | 0.02% | +140+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 19,228 | $683.7K | 0.01% | −1,238−6.0% | Reduced |
| Bollard Group LLC | 19,175 | $682.0K | 0.03% | −161−0.8% | Reduced |
| Bridges Investment Management Inc | 19,043 | $677.0K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $676.0K | 0.19% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 18,991 | $675.0K | 0.16% | −200−1.0% | Reduced |
| Wendell David Associates Inc | 18,720 | $666.0K | 0.09% | −150−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 18,739 | $666.0K | 0.02% | −96−0.5% | Reduced |
| AE Wealth Management LLC | 18,719 | $666.0K | 0.01% | +618+3.4% | Added |
| Shikiar Asset Management Inc | 18,690 | $665.0K | 0.27% | −13,100−41.2% | Reduced |
| Wetherby Asset Management Inc | 18,706 | $665.0K | 0.05% | +2,887+18.3% | Added |
| Bokf, NA | 18,692 | $664.0K | 0.01% | −16,422−46.8% | Reduced |
| Empowered Funds, LLC | 18,668 | $664.0K | 0.06% | +18,668 | New |
| Patten & Patten Inc | 18,639 | $663.0K | 0.06% | −42−0.2% | Reduced |
| Polar Capital Holdings Plc | 18,637 | $663.0K | 0.01% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 18,550 | $660.0K | 0.04% | +1,000+5.7% | Added |
| CAPROCK Group, Inc. | 18,412 | $655.0K | 0.06% | +1,656+9.9% | Added |
| Caldwell Trust Co | 18,304 | $650.9K | 0.10% | −430−2.3% | Reduced |
| Schnieders Capital Management LLC | 18,054 | $642.0K | 0.17% | +11,700+184.1% | Added |
| Scotia Capital Inc. | 18,038 | $641.0K | 0.01% | +2,984+19.8% | Added |
| EagleClaw Capital Managment, LLC | 18,000 | $640.0K | 0.18% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 17,938 | $638.0K | 0.29% | +229+1.3% | Added |
| Miller Investment Management, LP | 17,500 | $622.0K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,260 | $614.0K | 0.03% | −636−3.6% | Reduced |
| Parallel Advisors, LLC | 17,255 | $614.0K | 0.03% | +932+5.7% | Added |
| AlphaCrest Capital Management LLC | 17,120 | $609.0K | 0.04% | −10,088−37.1% | Reduced |
| Busey Wealth Management | 17,040 | $606.0K | 0.03% | −6,135−26.5% | Reduced |
| Trust Co of Toledo NA | 17,028 | $605.0K | 0.12% | −625−3.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,893 | $601.0K | 0.09% | −186−1.1% | Reduced |
| Estabrook Capital Management | 16,895 | $600.8K | 0.11% | −170−1.0% | Reduced |
| Fishman Jay A Ltd | 16,867 | $599.8K | 0.09% | −9,625−36.3% | Reduced |
| Umb Bank N A | 16,768 | $597.0K | 0.01% | −2,418−12.6% | Reduced |
| Home Federal Bank of Tennessee | 16,774 | $596.0K | 0.25% | −65−0.4% | Reduced |
| Meeder Asset Management Inc | 16,683 | $593.0K | 0.03% | −1,338−7.4% | Reduced |
| David Loasby | 16,666 | $593.0K | 0.10% | +44+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 16,630 | $591.0K | 0.06% | −34,992−67.8% | Reduced |
| Diversified Trust Co | 16,453 | $585.0K | 0.03% | +4,844+41.7% | Added |
| Vontobel Holding Ltd. | 16,437 | $584.0K | 0.01% | −8,211−33.3% | Reduced |
| Wright Investors Service Inc | 16,253 | $578.0K | 0.18% | +5,127+46.1% | Added |
| Westhampton Capital, LLC | 16,207 | $576.0K | 0.43% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 16,172 | $576.0K | 0.15% | +5,350+49.4% | Added |
| Morningstar Investment Services LLC | 15,167 | $575.0K | 0.01% | −1,279−7.8% | Reduced |
| Integrated Wealth Concepts LLC | 16,077 | $572.0K | 0.02% | −131−0.8% | Reduced |
| Advisory Services Network, LLC | 16,107 | $572.0K | 0.02% | +187+1.2% | Added |
| Clearstead Advisors, LLC | 15,960 | $568.0K | 0.05% | −1,463−8.4% | Reduced |
| Silver Oak Securities, Inc | 10,273 | $567.1K | 0.12% | +10,273 | New |
| Salem Investment Counselors Inc | 15,938 | $567.0K | 0.03% | −1,211−7.1% | Reduced |
| Montag A & Associates Inc | 15,905 | $566.0K | 0.04% | +415+2.7% | Added |
| Quantum Private Wealth, LLC | 15,904 | $565.0K | 0.35% | −183−1.1% | Reduced |
| Valley Brook Capital Group | 15,862 | $564.0K | 0.62% | +451+2.9% | Added |
| Bryn Mawr Trust Co | 15,709 | $558.0K | 0.03% | +429+2.8% | Added |
| First City Capital Management, Inc. | 15,571 | $554.0K | 0.37% | +6,106+64.5% | Added |
| River Wealth Advisors LLC | 15,427 | $549.0K | 0.12% | −349−2.2% | Reduced |
| Curated Wealth Partners LLC | 15,445 | $549.0K | 0.16% | −24−0.2% | Reduced |
| Courier Capital LLC | 15,311 | $544.0K | 0.07% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 15,198 | $540.0K | 0.03% | −815−5.1% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $539.0K | 0.54% | +9,000+146.3% | Added |
| Foster & Motley Inc | 15,069 | $536.0K | 0.05% | −395−2.6% | Reduced |
| Baldwin Investment Management, LLC | 15,002 | $533.0K | 0.21% | +650+4.5% | Added |
| Graypoint LLC | 14,806 | $527.0K | 0.07% | −774−5.0% | Reduced |
| ELCO Management Co., LLC | 14,811 | $527.0K | 0.42% | +10+0.1% | Added |
| Capital City Trust Co | 14,525 | $517.0K | 0.18% | −34−0.2% | Reduced |
| Webster Bank, N. A. | 14,534 | $517.0K | 0.07% | +165+1.1% | Added |
| Bayesian Capital Management, LP | 14,523 | $516.0K | 0.10% | +3,100+27.1% | Added |
| True North Advisors, LLC | 14,479 | $514.0K | 0.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,475 | $514.0K | 0.04% | +120+0.8% | Added |
| Wellington Management Group LLP | 14,421 | $513.0K | 0.00% | +3,528+32.4% | Added |
| Ar Asset Management Inc | 14,400 | $512.0K | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 14,354 | $510.0K | 0.06% | +174+1.2% | Added |
| Kingsview Wealth Management, LLC | 14,312 | $509.0K | 0.02% | −295−2.0% | Reduced |
| Montecito Bank & Trust | 14,109 | $502.0K | 0.13% | −3,633−20.5% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $501.0K | 1.19% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 14,035 | $499.0K | 0.39% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,985 | $499.0K | 0.14% | 00.0% | Unchanged |
| Security National Bank of So Dak | 14,050 | $499.0K | 0.45% | +454+3.3% | Added |
| Chicago Capital, LLC | 14,003 | $498.0K | 0.03% | −399−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 14,015 | $498.0K | 0.03% | −229−1.6% | Reduced |
| Gyon Technologies Capital Management, LP | 14,004 | $498.0K | 0.16% | −254−1.8% | Reduced |
| Western Wealth Management, LLC | 14,007 | $497.0K | 0.03% | +198+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 13,979 | $497.0K | 0.01% | +1,251+9.8% | Added |