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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 13,960 | $496.0K | 0.02% | −713−4.9% | Reduced |
| Sandy Spring Bank | 13,917 | $495.0K | 0.03% | −675−4.6% | Reduced |
| Connectus Wealth, LLC | 13,878 | $494.0K | 0.01% | +56+0.4% | Added |
| Lincoln National Corp | 13,786 | $490.0K | 0.01% | +297+2.2% | Added |
| Crestwood Advisors Group LLC | 13,762 | $489.0K | 0.02% | −724−5.0% | Reduced |
| Simmons Bank | 13,713 | $487.0K | 0.05% | −579−4.1% | Reduced |
| Cambridge Trust Co | 13,681 | $487.0K | 0.02% | +643+4.9% | Added |
| Benedict Financial Advisors Inc | 13,634 | $485.0K | 0.16% | +114+0.8% | Added |
| GWM Advisors LLC | 13,542 | $482.0K | 0.01% | −19,821−59.4% | Reduced |
| Signaturefd, LLC | 13,447 | $478.0K | 0.02% | +2,330+21.0% | Added |
| Avestar Capital, LLC | 13,415 | $477.0K | 0.13% | +4,204+45.6% | Added |
| TownSquare Capital, LLC | 13,353 | $475.0K | 0.01% | +5,734+75.3% | Added |
| Mayflower Financial Advisors, LLC | 13,311 | $473.0K | 0.08% | +1,634+14.0% | Added |
| Penobscot Investment Management Company, Inc. | 13,232 | $470.0K | 0.09% | −4,500−25.4% | Reduced |
| J.W. Cole Advisors, Inc. | 13,142 | $467.0K | 0.04% | +80+0.6% | Added |
| Bragg Financial Advisors, Inc | 13,062 | $464.0K | 0.03% | −1,011−7.2% | Reduced |
| Excalibur Management Corp | 13,033 | $463.0K | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,009 | $463.0K | 0.01% | +13,009 | New |
| Holderness Investments Co | 12,999 | $462.0K | 0.21% | −88−0.7% | Reduced |
| Transform Wealth, LLC | 12,962 | $461.0K | 0.06% | −78−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 12,958 | $461.0K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 12,936 | $460.0K | 0.08% | −45−0.3% | Reduced |
| Werlinich Asset Management, LLC | 12,915 | $459.3K | 0.47% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 12,827 | $456.0K | 0.10% | +10.0% | Added |
| TD Waterhouse Canada Inc. | 12,280 | $455.9K | 0.01% | −695−5.4% | Reduced |
| CIBC World Markets Corp | 12,770 | $454.0K | 0.01% | −46,446−78.4% | Reduced |
| Journey Advisory Group, LLC | 12,713 | $452.0K | 0.12% | −948−6.9% | Reduced |
| Triangle Securities Wealth Management | 12,550 | $446.0K | 0.18% | −1,400−10.0% | Reduced |
| Metis Global Partners, LLC | 12,507 | $444.0K | 0.07% | −202−1.6% | Reduced |
| Allred Capital Management, LLC | 12,500 | $444.0K | 0.28% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,481 | $444.0K | 0.06% | +296+2.4% | Added |
| Tokio Marine Asset Management Co Ltd | 12,460 | $443.0K | 0.04% | +848+7.3% | Added |
| 55I, LLC | 12,397 | $441.0K | 0.01% | +12,397 | New |
| Aull & Monroe Investment Management Corp | 12,356 | $440.0K | 0.24% | −950−7.1% | Reduced |
| Symmetry Partners, LLC | 12,366 | $440.0K | 0.03% | +1,178+10.5% | Added |
| Columbia Asset Management | 12,343 | $439.0K | 0.12% | 00.0% | Unchanged |
| Bath Savings Trust Co | 12,281 | $437.0K | 0.06% | +135+1.1% | Added |
| Boothbay Fund Management, LLC | 12,278 | $437.0K | 0.01% | +12,278 | New |
| Vestmark Advisory Solutions, Inc. | 12,182 | $433.0K | 0.02% | +292+2.5% | Added |
| Jefferies Group LLC | 12,146 | $431.9K | 0.01% | +12,146 | New |
| Meridian Management Co | 12,040 | $428.0K | 0.17% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,990 | $426.0K | 0.12% | +11+0.1% | Added |
| Fiduciary Group LLC | 9,777 | $425.0K | 0.06% | −152−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $425.0K | 0.06% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 11,966 | $425.0K | 0.29% | +213+1.8% | Added |
| Community Bank, N.A. | 11,905 | $423.0K | 0.06% | −320−2.6% | Reduced |
| International Assets Investment Management, LLC | 11,867 | $422.0K | 0.09% | −4,915−29.3% | Reduced |
| Groesbeck Investment Management Corp | 11,824 | $422.0K | 0.70% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 11,828 | $421.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,844 | $421.0K | 0.01% | +1,204+11.3% | Added |
| Personal Cfo Solutions, LLC | 11,689 | $416.0K | 0.10% | +25+0.2% | Added |
| Resources Management Corp | 11,629 | $414.0K | 0.07% | −250−2.1% | Reduced |
| Penserra Capital Management LLC | 11,627 | $412.0K | 0.01% | −1,087−8.5% | Reduced |
| Boston Trust Walden Corp | 11,551 | $411.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11,555 | $411.0K | 0.06% | +5,787+100.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,542 | $410.0K | 0.02% | −5,729−33.2% | Reduced |
| Freestone Capital Holdings, LLC | 11,506 | $409.0K | 0.02% | −239−2.0% | Reduced |
| TrinityPoint Wealth, LLC | 11,450 | $407.0K | 0.09% | −1,808−13.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,423 | $406.0K | 0.01% | +321+2.9% | Added |
| Exchange Traded Concepts, LLC | 11,377 | $405.0K | 0.01% | −2,905−20.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,381 | $405.0K | 0.02% | −1,500−11.6% | Reduced |
| Laurel Wealth Advisors LLC | 11,343 | $403.0K | 0.10% | 00.0% | Unchanged |
| Charter Trust Co | 11,314 | $402.0K | 0.03% | −18−0.2% | Reduced |
| Shayne & Co., LLC | 11,310 | $402.0K | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 11,198 | $399.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,162 | $398.0K | 0.04% | +11,162 | New |
| Investment Advisory Services Inc | 11,155 | $397.0K | 0.24% | −96−0.9% | Reduced |
| CFO4Life Group, LLC | 11,178 | $397.0K | 0.11% | +68+0.6% | Added |
| Trust Co of Virginia | 11,029 | $392.0K | 0.05% | −1,793−14.0% | Reduced |
| EP Wealth Advisors, LLC | 11,024 | $392.0K | 0.01% | +3,621+48.9% | Added |
| Grimes & Company, Inc. | 10,990 | $391.0K | 0.02% | +340+3.2% | Added |
| Burns J W & Co Inc | 10,787 | $384.0K | 0.08% | −1,106−9.3% | Reduced |
| Security National Bank of Sioux City Iowa | 10,714 | $381.0K | 0.34% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,713 | $381.0K | 0.06% | +195+1.9% | Added |
| Donaldson Capital Management, LLC | 10,674 | $380.0K | 0.02% | −798−7.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 10,650 | $379.0K | 0.03% | −123−1.1% | Reduced |
| Boston Financial Mangement LLC | 10,524 | $374.0K | 0.02% | −28−0.3% | Reduced |
| Jacobi Capital Management LLC | 10,443 | $371.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 10,424 | $371.0K | 0.02% | +3,912+60.1% | Added |
| Bull Street Advisors, LLC | 10,402 | $370.0K | 0.21% | 00.0% | Unchanged |
| Marco Investment Management LLC | 10,378 | $369.0K | 0.05% | −90−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,357 | $368.0K | 0.02% | −607−5.5% | Reduced |
| Cigna Investments Inc | 10,319 | $367.0K | 0.08% | −534−4.9% | Reduced |
| Tucker Asset Management LLC | 9,219 | $366.5K | 0.12% | −128−1.4% | Reduced |
| Financial Counselors Inc | 10,238 | $364.0K | 0.01% | −4,014−28.2% | Reduced |
| Carret Asset Management, LLC | 10,175 | $362.0K | 0.05% | +10.0% | Added |
| Compagnie Lombard Odier SCmA | 10,192 | $362.0K | 0.01% | +5,722+128.0% | Added |
| Dividend Assets Capital, LLC | 10,110 | $360.0K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,078 | $358.0K | 0.02% | −849−7.8% | Reduced |
| Boenning & Scattergood, Inc. | 10,058 | $358.0K | 0.07% | +686+7.3% | Added |
| Moneta Group Investment Advisors LLC | 10,039 | $357.0K | 0.01% | −1,655−14.2% | Reduced |
| Private Trust Co NA | 10,010 | $356.0K | 0.06% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $356.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $355.0K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9,995 | $355.0K | 0.05% | +84+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 9,921 | $353.0K | 0.03% | +217+2.2% | Added |
| Osborne Partners Capital Management, LLC | 9,894 | $352.0K | 0.03% | −200−2.0% | Reduced |
| Spearhead Capital Advisors, LLC | 9,868 | $351.0K | 0.38% | +551+5.9% | Added |
| Verdence Capital Advisors LLC | 9,729 | $346.0K | 0.05% | −86−0.9% | Reduced |
| Great Lakes Advisors, LLC | 9,639 | $343.0K | 0.01% | −1,610−14.3% | Reduced |