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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
12,478
shares
|
$675,059
0.03% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,470
shares
|
$674,627
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
12,422
shares
|
$672,030
0.07% of portfolio
|
Q3 2025
Reduced 53.36%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
12,405
shares
|
$671,110
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,397
shares
|
$670,677
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
12,349
shares
|
$668,080
0.05% of portfolio
|
Q2 2025
Added 121.79%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2025 Q3 2025 |
12,320
shares
|
$666,512
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,294
shares
|
$665,105
0.07% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
12,241
shares
|
$662,238
0.1% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,146
shares
|
$657,098
0.0% of portfolio
|
Q3 2022
Reduced 53.28%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,017
shares
|
$650,119
0.05% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
12,012
shares
|
$649,849
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
12,002
shares
|
$649,308
0.04% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,000
shares
|
$649,200
0.09% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
12,000
shares
|
$649,200
0.19% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,994
shares
|
$648,875
0.02% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,733
shares
|
$634,755
0.04% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
11,708
shares
|
$633,402
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
11,628
shares
|
$629,074
0.11% of portfolio
|
Q3 2025
Added 66.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
11,595
shares
|
$627,289
0.0% of portfolio
|
Q3 2025
Added 77.57%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
11,576
shares
|
$626,261
0.13% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,565
shares
|
$625,666
0.07% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
11,525
shares
|
$623,502
0.06% of portfolio
|
Q3 2025
Added 21.25%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,503
shares
|
$622,312
0.24% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
11,433
shares
|
$618,525
0.31% of portfolio
|
Q3 2025
Added 0.07%
|
|