Institutional Ownership Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR). We have compiled data on the 1,703 institutions that hold shares in the stock, with a total of 723 Million shares, which have been reported (via 13F filing form) to have a value of $39.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
45,300
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2024
Reduced 21.65%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
45,192
shares
|
$2.44 Million
1.08% of portfolio
|
Q3 2025
Reduced 59.53%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
44,915
shares
|
$2.43 Million
0.17% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
44,814
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
44,809
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2023
Added 51.36%
|
|
|
Monarch Capital Management Inc
|
Jan 23, 2026 Q4 2025 |
44,775
shares
|
$2.42 Million
0.61% of portfolio
|
Q4 2025
Added 8.25%
|
|
|
Tower View Investment Management & Research LLC
|
Jan 23, 2026 Q4 2025 |
44,729
shares
|
$2.42 Million
1.27% of portfolio
|
Q4 2025
Reduced 27.6%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
44,517
shares
|
$2.41 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
44,362
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
43,707
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,346
shares
|
$2.35 Million
0.1% of portfolio
|
Q3 2023
Added 9.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
43,007
shares
|
$2.33 Million
0.06% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
43,004
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
42,318
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2025
Added 137.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
41,827
shares
|
$2.26 Million
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41,580
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
41,027
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
40,894
shares
|
$2.21 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
40,825
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
40,439
shares
|
$2.19 Million
0.25% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
40,400
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
40,394
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
40,337
shares
|
$2.18 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
40,217
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
39,794
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Added 1.46%
|
|