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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
16,909
shares
|
$914,776
0.08% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 16, 2026 Q4 2025 |
16,898
shares
|
$914,181
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
16,878
shares
|
$913,099
0.03% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
16,841
shares
|
$911,098
0.06% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Jan 21, 2026 Q4 2025 |
16,833
shares
|
$910,665
0.69% of portfolio
|
Q4 2025
Reduced 13.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
16,820
shares
|
$909,962
0.07% of portfolio
|
Q3 2025
Reduced 36.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
16,778
shares
|
$907,689
0.04% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
16,777
shares
|
$907,635
0.0% of portfolio
|
Q3 2025
Added 82.98%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
16,686
shares
|
$902,712
0.0% of portfolio
|
Q3 2025
Reduced 86.52%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
16,663
shares
|
$901,468
0.1% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
16,646
shares
|
$900,548
0.01% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
16,613
shares
|
$898,763
0.46% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
16,566
shares
|
$896,220
0.03% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
16,503
shares
|
$892,812
0.02% of portfolio
|
Q4 2025
Reduced 6.77%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
16,495
shares
|
$892,379
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
16,441
shares
|
$889,458
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
16,303
shares
|
$881,992
0.01% of portfolio
|
Q3 2025
Added 76.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
16,132
shares
|
$872,741
0.02% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
15,980
shares
|
$864,518
0.01% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
15,922
shares
|
$861,380
0.02% of portfolio
|
Q4 2025
Reduced 54.43%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
15,895
shares
|
$859,919
0.07% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
15,832
shares
|
$856,511
0.1% of portfolio
|
Q4 2025
Reduced 6.08%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 21, 2026 Q4 2025 |
15,751
shares
|
$852,129
0.79% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
15,721
shares
|
$850,506
0.01% of portfolio
|
Q4 2025
Added 72.28%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,665
shares
|
$847,476
0.02% of portfolio
|
Q3 2025
New holding
|
|