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 |
|---|---|---|---|---|---|
| Berkshire Bank | 9,573 | $341.0K | 0.10% | 00.0% | Unchanged |
| 1st Source Bank | 9,561 | $340.0K | 0.02% | −875−8.4% | Reduced |
| Wahed Invest LLC | 9,507 | $338.0K | 0.21% | +669+7.6% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $337.0K | 0.04% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,487 | $337.0K | 0.09% | +70+0.7% | Added |
| Horizon Investments, LLC | 9,497 | $336.0K | 0.01% | +835+9.6% | Added |
| Papp L Roy & Associates | 9,433 | $335.0K | 0.05% | +994+11.8% | Added |
| Flagship Harbor Advisors, LLC | 9,339 | $332.0K | 0.04% | −90−1.0% | Reduced |
| Independent Advisor Alliance | 9,296 | $331.0K | 0.02% | −449−4.6% | Reduced |
| Chemung Canal Trust Co | 9,313 | $331.0K | 0.08% | −100−1.1% | Reduced |
| South State Corp. | 9,273 | $330.0K | 0.03% | −644−6.5% | Reduced |
| Veriti Management LLC | 9,225 | $328.0K | 0.05% | −574−5.9% | Reduced |
| Alterity Financial Group, LLC | 9,195 | $327.0K | 0.53% | +2,258+32.6% | Added |
| St. Louis Trust Co | 8,635 | $326.0K | 0.09% | +2,635+43.9% | Added |
| Monterey Private Wealth, Inc. | 9,132 | $325.0K | 0.19% | −145−1.6% | Reduced |
| Old National Bancorp | 9,120 | $325.0K | 0.01% | +2,941+47.6% | Added |
| Bard Financial Services, Inc. | 9,110 | $324.0K | 0.03% | −250−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 9,097 | $323.0K | 0.04% | +285+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,085 | $323.0K | 0.08% | +51+0.6% | Added |
| Country Club Bank | 9,084 | $323.0K | 0.03% | +125+1.4% | Added |
| Everett Harris & Co | 9,021 | $321.0K | 0.01% | −5,000−35.7% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $321.0K | 0.01% | −70−0.8% | Reduced |
| Washington Trust Co | 8,980 | $319.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Group | 8,937 | $318.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8,907 | $317.0K | 0.25% | −283−3.1% | Reduced |
| Washington Trust Bank | 8,823 | $314.0K | 0.04% | −1,053−10.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,791 | $313.0K | 0.01% | −834−8.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,754 | $312.0K | 0.04% | −642−6.8% | Reduced |
| Clarius Group, LLC | 8,736 | $311.0K | 0.03% | +656+8.1% | Added |
| Fukoku Mutual Life Insurance Co | 8,750 | $311.0K | 0.03% | +1,970+29.1% | Added |
| Exencial Wealth Advisors, LLC | 8,725 | $310.0K | 0.02% | +100+1.2% | Added |
| Oppenheimer Asset Management Inc. | 8,727 | $310.0K | 0.01% | +659+8.2% | Added |
| New England Guild Wealth Advisors, Inc. | 8,674 | $308.0K | 0.19% | −1,000−10.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $306.0K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,606 | $306.0K | 0.04% | +1,144+15.3% | Added |
| Drexel Morgan & Co. | 8,578 | $305.0K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,522 | $303.0K | 0.02% | +560+7.0% | Added |
| Orion Portfolio Solutions, LLC | 8,518 | $303.0K | 0.01% | +1,422+20.0% | Added |
| BTR Capital Management Inc | 8,500 | $302.0K | 0.05% | −100−1.2% | Reduced |
| First Western Trust Bank | 8,497 | $302.0K | 0.02% | −100−1.2% | Reduced |
| Spire Wealth Management | 8,489 | $302.0K | 0.02% | +666+8.5% | Added |
| YorkBridge Wealth Partners, LLC | 8,433 | $300.0K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,428 | $300.0K | 0.06% | +20.0% | Added |
| Kistler-Tiffany Companies, LLC | 8,408 | $299.0K | 0.07% | +20.0% | Added |
| Cornerstone Wealth Management, LLC | 8,360 | $297.0K | 0.03% | +920+12.4% | Added |
| Walleye Capital LLC | 8,315 | $296.0K | 0.01% | −6,561−44.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,322 | $296.0K | 0.03% | −542−6.1% | Reduced |
| Eagle Asset Management Inc | 8,342 | $296.0K | 0.00% | +382+4.8% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $295.0K | 0.12% | −7−0.1% | Reduced |
| Piscataqua Savings Bank | 8,282 | $295.0K | 0.28% | 00.0% | Unchanged |
| Wade G W & Inc | 8,275 | $294.0K | 0.01% | +81+1.0% | Added |
| Sunbelt Securities, Inc. | 8,183 | $291.0K | 0.06% | −159−1.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 8,091 | $288.0K | 0.08% | −472−5.5% | Reduced |
| Azimuth Capital Investment Management LLC | 8,060 | $287.0K | 0.02% | −400−4.7% | Reduced |
| Prospera Financial Services Inc | 8,071 | $287.0K | 0.01% | −250−3.0% | Reduced |
| Covington Capital Management | 8,039 | $286.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 8,022 | $285.0K | 0.07% | −275−3.3% | Reduced |
| Flputnam Investment Management Co | 8,017 | $285.0K | 0.01% | −147−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,975 | $284.0K | 0.03% | −87−1.1% | Reduced |
| Logan Capital Management Inc | 8,004 | $284.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,912 | $281.0K | 0.06% | −39−0.5% | Reduced |
| Kore Private Wealth LLC | 7,915 | $281.0K | 0.05% | −53−0.7% | Reduced |
| Bennicas & Associates, Inc. | 7,891 | $281.0K | 0.18% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,883 | $280.0K | 0.06% | −470−5.6% | Reduced |
| Clear Street Markets LLC | 7,810 | $278.0K | 0.05% | +6,036+340.2% | Added |
| Arete Wealth Advisors, LLC | 7,749 | $276.0K | 0.03% | +776+11.1% | Added |
| Valeo Financial Advisors, LLC | 7,717 | $274.0K | 0.02% | +771+11.1% | Added |
| McDonald Partners LLC | 7,679 | $273.0K | 0.10% | −800−9.4% | Reduced |
| Peoples Financial Services Corp. | 7,675 | $273.0K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,631 | $271.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,596 | $271.0K | 0.02% | +33+0.5% | Added |
| SRS Capital Advisors, Inc. | 7,634 | $271.0K | 0.04% | +192+2.6% | Added |
| Investment House LLC | 7,629 | $271.0K | 0.03% | +7,629 | New |
| Court Place Advisors, LLC | 7,580 | $270.0K | 0.11% | −398−5.0% | Reduced |
| Meridian Investment Counsel Inc. | 7,595 | $270.0K | 0.12% | −23−0.3% | Reduced |
| Bank of the West | 7,603 | $270.0K | 0.04% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,597 | $270.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,588 | $270.0K | 0.01% | +1,093+16.8% | Added |
| Heritage Trust Co | 7,570 | $269.0K | 0.05% | −546−6.7% | Reduced |
| Fruth Investment Management | 7,481 | $266.0K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,482 | $265.0K | 0.01% | +148+2.0% | Added |
| Profund Advisors LLC | 7,415 | $264.0K | 0.02% | −26−0.3% | Reduced |
| KG&L Capital Management,LLC | 7,385 | $263.0K | 0.15% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,385 | $263.0K | 0.04% | +396+5.7% | Added |
| Gillespie Robinson & Grimm Inc | 7,369 | $262.0K | 0.03% | −250−3.3% | Reduced |
| Burleson & Company, LLC | 7,365 | $262.0K | 0.06% | −8−0.1% | Reduced |
| SlateStone Wealth, LLC | 7,378 | $262.0K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,350 | $261.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,351 | $261.0K | 0.06% | +523+7.7% | Added |
| Cutler Group LP | 7,319 | $260.0K | 0.03% | +5,808+384.4% | Added |
| Sequoia Financial Advisors, LLC | 7,284 | $259.0K | 0.01% | −681−8.5% | Reduced |
| Forum Financial Management, LP | 7,290 | $259.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,245 | $258.0K | 0.19% | −2,194−23.2% | Reduced |
| Steel Peak Wealth Management LLC | 7,262 | $258.0K | 0.02% | −20.0% | Reduced |
| TCTC Holdings, LLC | 7,222 | $257.0K | 0.01% | −7−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,198 | $256.0K | 0.02% | −50−0.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $254.0K | 0.08% | 00.0% | Unchanged |
| Diametric Capital, LP | 7,153 | $254.0K | 0.13% | +7,153 | New |
| Sovereign Financial Group, Inc. | 7,093 | $252.0K | 0.10% | −82−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 7,054 | $251.0K | 0.04% | −94−1.3% | Reduced |