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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
14,275
shares
|
$772,277
0.03% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,175
shares
|
$766,867
0.01% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
13,982
shares
|
$756,426
0.08% of portfolio
|
Q3 2025
Reduced 42.13%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
13,972
shares
|
$755,885
0.53% of portfolio
|
Q4 2025
Added 30.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,839
shares
|
$748,689
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
13,725
shares
|
$742,522
0.01% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
13,699
shares
|
$741,115
0.01% of portfolio
|
Q1 2024
Reduced 64.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
13,698
shares
|
$741,061
0.01% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
13,578
shares
|
$734,569
0.09% of portfolio
|
Q4 2025
Added 6.08%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
13,421
shares
|
$726,076
0.01% of portfolio
|
Q4 2025
Added 41.65%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,404
shares
|
$725,156
0.02% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
13,381
shares
|
$723,912
0.28% of portfolio
|
Q3 2025
Added 923.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
13,311
shares
|
$720,125
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
13,214
shares
|
$714,877
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
13,211
shares
|
$714,715
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
13,201
shares
|
$714,174
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
13,200
shares
|
$714,120
0.17% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
13,184
shares
|
$713,254
0.0% of portfolio
|
Q3 2025
Reduced 92.38%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
13,178
shares
|
$712,929
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
13,152
shares
|
$711,523
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
13,128
shares
|
$710,224
0.05% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 23, 2026 Q4 2025 |
13,118
shares
|
$709,683
0.48% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,094
shares
|
$708,385
0.42% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
13,073
shares
|
$707,249
0.6% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,065
shares
|
$706,816
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|