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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
15,641
shares
|
$846,178
0.01% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
15,587
shares
|
$843,256
0.62% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
15,441
shares
|
$835,358
0.14% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
15,333
shares
|
$829,515
0.08% of portfolio
|
Q4 2025
Reduced 37.87%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
15,312
shares
|
$828,379
0.02% of portfolio
|
Q3 2025
Added 549.92%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
15,255
shares
|
$825,295
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
15,150
shares
|
$819,615
0.55% of portfolio
|
Q3 2022
Added 146.34%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
15,108
shares
|
$817,342
0.08% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
15,102
shares
|
$817,018
0.25% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,078
shares
|
$815,719
0.01% of portfolio
|
Q2 2025
Added 77.53%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
14,930
shares
|
$807,713
0.1% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
14,867
shares
|
$804,304
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
14,867
shares
|
$804,304
0.03% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
14,832
shares
|
$802,411
0.45% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
14,743
shares
|
$797,596
0.02% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
14,728
shares
|
$796,784
0.03% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Knowledge Leaders Capital, LLC
|
Jul 11, 2024 Q2 2024 |
14,705
shares
|
$795,540
2.2% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
14,697
shares
|
$795,107
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
14,605
shares
|
$790,130
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
14,583
shares
|
$788,940
0.01% of portfolio
|
Q4 2025
Reduced 45.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
14,576
shares
|
$788,561
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
14,481
shares
|
$783,422
0.3% of portfolio
|
Q4 2025
Reduced 42.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
14,341
shares
|
$775,848
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
14,300
shares
|
$773,630
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
14,279
shares
|
$772,493
0.52% of portfolio
|
Q3 2025
Reduced 0.83%
|
|