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 |
|---|---|---|---|---|---|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
19,158
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2025
Added 3.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
19,028
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 41.58%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
19,000
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2021
Reduced 5.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jan 20, 2026 Q4 2025 |
18,963
shares
|
$1.03 Million
0.82% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,948
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
18,657
shares
|
$1.01 Million
0.24% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
18,399
shares
|
$995,385
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,344
shares
|
$992,410
0.18% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
18,326
shares
|
$991,436
0.02% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
18,241
shares
|
$986,838
0.07% of portfolio
|
Q3 2025
Added 103.49%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
18,192
shares
|
$984,187
0.03% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
18,124
shares
|
$980,508
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
17,942
shares
|
$970,662
0.04% of portfolio
|
Q4 2025
Reduced 11.76%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,939
shares
|
$970,499
0.0% of portfolio
|
Q3 2025
Added 61.83%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
17,899
shares
|
$968,335
0.81% of portfolio
|
Q4 2025
Reduced 35.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
17,890
shares
|
$967,849
0.19% of portfolio
|
Q2 2022
Reduced 8.86%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
17,856
shares
|
$966,009
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
17,763
shares
|
$960,978
0.26% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
17,338
shares
|
$937,985
0.02% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
17,239
shares
|
$932,629
0.01% of portfolio
|
Q3 2025
Added 9864.74%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,163
shares
|
$928,518
0.0% of portfolio
|
Q3 2025
Reduced 44.98%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 20, 2026 Q4 2025 |
17,122
shares
|
$926,300
0.25% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
17,018
shares
|
$920,673
0.38% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,002
shares
|
$919,808
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
16,967
shares
|
$917,914
0.22% of portfolio
|
Q2 2025
Added 33.7%
|
|