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 |
|---|---|---|---|---|---|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
13,034
shares
|
$705,139
0.52% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
13,006
shares
|
$703,624
0.07% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
13,000
shares
|
$703,300
0.13% of portfolio
|
Q4 2023
Added 75.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,990
shares
|
$702,759
0.01% of portfolio
|
Q2 2022
Reduced 22.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,961
shares
|
$701,190
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
12,910
shares
|
$698,431
0.06% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
12,882
shares
|
$696,916
0.02% of portfolio
|
Q3 2025
Added 59.55%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
12,876
shares
|
$696,591
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
12,827
shares
|
$693,940
0.11% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
12,787
shares
|
$691,776
0.02% of portfolio
|
Q3 2025
Reduced 98.03%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
12,786
shares
|
$691,722
0.28% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
12,757
shares
|
$690,153
0.08% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
12,743
shares
|
$689,396
0.39% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
12,726
shares
|
$688,476
0.05% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
12,698
shares
|
$686,961
0.33% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,697
shares
|
$686,907
0.04% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,681
shares
|
$686,042
0.01% of portfolio
|
Q3 2025
Added 58.26%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
12,653
shares
|
$684,527
0.02% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
12,633
shares
|
$683,445
0.32% of portfolio
|
Q3 2025
Added 164.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
12,614
shares
|
$682,417
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jan 20, 2026 Q4 2025 |
12,613
shares
|
$682,363
0.42% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
12,605
shares
|
$681,930
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
12,550
shares
|
$678,955
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,534
shares
|
$678,089
0.02% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
12,486
shares
|
$675,492
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|