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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,312
shares
|
$611,979
0.27% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
11,250
shares
|
$608,625
0.01% of portfolio
|
Q3 2025
Added 22.74%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
11,243
shares
|
$608,246
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,240
shares
|
$608,084
0.08% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,218
shares
|
$606,893
0.06% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,170
shares
|
$604,297
0.0% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,158
shares
|
$603,647
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
11,069
shares
|
$598,832
0.17% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
11,012
shares
|
$595,749
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
10,944
shares
|
$592,070
0.02% of portfolio
|
Q3 2025
Added 67.14%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,922
shares
|
$590,880
0.02% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,864
shares
|
$587,742
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,784
shares
|
$583,414
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,774
shares
|
$582,873
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
10,722
shares
|
$580,060
0.31% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,694
shares
|
$578,545
0.01% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,647
shares
|
$576,002
0.02% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
10,622
shares
|
$574,650
0.21% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
10,610
shares
|
$574,001
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
10,552
shares
|
$570,863
0.4% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,498
shares
|
$567,941
0.01% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
10,482
shares
|
$567,076
0.02% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
10,456
shares
|
$565,669
0.01% of portfolio
|
Q4 2025
Reduced 6.96%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
10,442
shares
|
$564,912
0.23% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,434
shares
|
$564,479
0.01% of portfolio
|
Q3 2025
Reduced 8.94%
|
|