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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 7,006 | $249.0K | 0.05% | −2,233−24.2% | Reduced |
| S.A. Mason LLC | 6,971 | $248.0K | 0.20% | +20.0% | Added |
| Ancora Advisors, LLC | 6,909 | $246.0K | 0.01% | −622−8.3% | Reduced |
| Farmers National Bank | 6,790 | $241.5K | 0.10% | −704−9.4% | Reduced |
| Basepoint Wealth LLC | 6,788 | $241.4K | 0.26% | +6,788 | New |
| Apollon Wealth Management, LLC | 6,770 | $241.0K | 0.02% | +6,770 | New |
| Mitchell & Pahl Private Wealth, LLC | 6,717 | $239.0K | 0.18% | −515−7.1% | Reduced |
| Berkshire Asset Management LLC | 6,714 | $239.0K | 0.02% | −278−4.0% | Reduced |
| Waldron Private Wealth LLC | 6,716 | $238.0K | 0.01% | −260−3.7% | Reduced |
| Woodmont Investment Counsel LLC | 6,680 | $238.0K | 0.03% | +410+6.5% | Added |
| Argent Capital Management LLC | 6,660 | $237.0K | 0.01% | −438−6.2% | Reduced |
| World Equity Group, Inc. | 6,655 | $236.7K | 0.06% | +106+1.6% | Added |
| Ergoteles LLC | 6,632 | $236.0K | 0.01% | −48,860−88.0% | Reduced |
| Athena Investment Management | 6,640 | $236.0K | 0.20% | −78−1.2% | Reduced |
| St Germain D J Co Inc | 6,628 | $236.0K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 6,610 | $235.0K | 0.01% | −355−5.1% | Reduced |
| BSW Wealth Partners | 6,609 | $235.0K | 0.06% | +6,609 | New |
| Resonant Capital Advisors, LLC | 6,570 | $234.0K | 0.04% | +328+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,559 | $233.0K | 0.05% | −14−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,536 | $232.0K | 0.00% | −300−4.4% | Reduced |
| Meridian Wealth Management, LLC | 6,524 | $232.0K | 0.02% | −317−4.6% | Reduced |
| First Foundation Advisors | 6,498 | $231.0K | 0.01% | −98−1.5% | Reduced |
| Kovack Advisors, Inc. | 6,475 | $230.0K | 0.03% | −1,273−16.4% | Reduced |
| Security National Bank | 6,454 | $230.0K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,438 | $229.0K | 0.06% | −42−0.6% | Reduced |
| Forbes J M & Co LLP | 6,425 | $228.0K | 0.04% | −45−0.7% | Reduced |
| TFG Advisers LLC | 6,414 | $228.0K | 0.13% | +532+9.0% | Added |
| Tiemann Investment Advisors, LLC | 6,371 | $227.0K | 0.15% | −2,750−30.2% | Reduced |
| LMCG Investments, LLC | 6,378 | $227.0K | 0.02% | −20.0% | Reduced |
| Institutional & Family Asset Management, LLC | 6,369 | $226.0K | 0.04% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,299 | $224.0K | 0.24% | −107−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,309 | $224.0K | 0.09% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,306 | $224.0K | 0.05% | +6,306 | New |
| Ballentine Partners, LLC | 6,261 | $223.0K | 0.01% | +6,261 | New |
| FRG Family Wealth Advisors LLC | 6,201 | $221.0K | 0.05% | −500−7.5% | Reduced |
| Essex Savings Bank | 6,226 | $221.0K | 0.09% | −438−6.6% | Reduced |
| Virtue Capital Management, LLC | 6,178 | $220.0K | 0.03% | +6,178 | New |
| Asset Dedication, LLC | 6,083 | $219.0K | 0.02% | −128−2.1% | Reduced |
| Rothschild Investment Corp | 6,159 | $219.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $219.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,152 | $219.0K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 6,145 | $219.0K | 0.22% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,118 | $218.0K | 0.06% | −1,315−17.7% | Reduced |
| MEMBERS Trust Co | 6,082 | $216.0K | 0.01% | +6,082 | New |
| Wipfli Financial Advisors LLC, | 6,061 | $216.0K | 0.02% | +6,061 | New |
| Legacy Bridge, LLC | 6,058 | $215.0K | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 6,004 | $214.0K | 0.01% | +6,004 | New |
| First Citizens Bank & Trust Co | 5,967 | $213.0K | 0.01% | −228−3.7% | Reduced |
| Bailard, Inc. | 5,998 | $213.0K | 0.01% | −5−0.1% | Reduced |
| Systematic Financial Management LP | 6,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,001 | $213.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $213.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,986 | $213.0K | 0.01% | +101+1.7% | Added |
| InTrack Investment Management Inc | 5,971 | $212.0K | 0.23% | +5,971 | New |
| Anchor Investment Management, LLC | 5,955 | $211.8K | 0.03% | −130−2.1% | Reduced |
| Howland Capital Management LLC | 5,933 | $211.0K | 0.01% | −350−5.6% | Reduced |
| Aldebaran Financial Inc. | 5,875 | $211.0K | 0.24% | −25−0.4% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $210.0K | 0.08% | −220−3.6% | Reduced |
| Rockland Trust Co | 5,929 | $210.0K | 0.01% | −67−1.1% | Reduced |
| Calamos Wealth Management LLC | 5,880 | $209.0K | 0.02% | −153−2.5% | Reduced |
| Arrow Financial Corp | 5,877 | $209.0K | 0.03% | −70−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,852 | $208.0K | 0.08% | −785−11.8% | Reduced |
| Conning Inc. | 5,858 | $208.0K | 0.01% | −568−8.8% | Reduced |
| Sentry Investment Management LLC | 5,855 | $208.0K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,852 | $208.0K | 0.05% | +10.0% | Added |
| Guardian Wealth Advisors, LLC | 5,862 | $208.0K | 0.04% | +128+2.2% | Added |
| Bank of Hawaii | 5,855 | $208.0K | 0.01% | +5,855 | New |
| Northwest Bancshares, Inc. | 5,819 | $207.0K | 0.05% | +5,819 | New |
| Ossiam | 5,833 | $207.0K | 0.01% | +5,833 | New |
| Colonial Trust Co | 5,811 | $207.0K | 0.07% | +5,811 | New |
| Surevest, LLC | 5,803 | $206.0K | 0.06% | −370−6.0% | Reduced |
| LVW Advisors, LLC | 5,788 | $206.0K | 0.05% | +5,788 | New |
| Buckingham Strategic Wealth, LLC | 5,757 | $205.0K | 0.00% | +104+1.8% | Added |
| CPWM, LLC | 5,742 | $204.0K | 0.02% | −1,055−15.5% | Reduced |
| Congress Wealth Management LLC | 5,687 | $203.0K | 0.01% | −535−8.6% | Reduced |
| Hancock Whitney Corp | 5,702 | $203.0K | 0.01% | −87−1.5% | Reduced |
| Tiedemann Advisors, LLC | 5,716 | $203.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,686 | $202.0K | 0.04% | −693−10.9% | Reduced |
| Cullen Capital Management LLC | 5,673 | $202.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,660 | $201.0K | 0.03% | −475−7.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 5,658 | $201.0K | 0.06% | +5,658 | New |
| Wellington Shields Capital Management, LLC | 5,625 | $200.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,363 | $191.0K | 0.11% | +70+1.3% | Added |
| Jones Financial Companies LLLP | 5,156 | $183.0K | 0.00% | +51+1.0% | Added |
| First Financial Corp | 5,011 | $178.0K | 0.12% | +13+0.3% | Added |
| BDO Wealth Advisors, LLC | 4,989 | $177.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,947 | $176.0K | 0.10% | +10.0% | Added |
| Allworth Financial LP | 4,922 | $175.0K | 0.00% | −1,653−25.1% | Reduced |
| First Command Bank | 4,797 | $171.0K | 0.02% | −25−0.5% | Reduced |
| First Command Financial Services, Inc. | 4,797 | $171.0K | 0.02% | −25−0.5% | Reduced |
| West Oak Capital, LLC | 4,785 | $170.0K | 0.09% | −260−5.2% | Reduced |
| Centaurus Financial, Inc. | 4,770 | $170.0K | 0.02% | −119−2.4% | Reduced |
| Cypress Capital Management LLC (WY) | 4,560 | $162.0K | 0.23% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $162.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,518 | $160.0K | 0.06% | +2,033+81.8% | Added |
| Acropolis Investment Management, LLC | 4,481 | $159.0K | 0.02% | +3+0.1% | Added |
| Glassman Wealth Services | 4,354 | $155.0K | 0.03% | +6+0.1% | Added |
| Gamble Jones Investment Counsel | 4,307 | $153.0K | 0.01% | +4,307 | New |
| Harbour Investments, Inc. | 4,138 | $148.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,175 | $148.0K | 0.01% | +196+4.9% | Added |