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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,368
shares
|
$560,908
0.0% of portfolio
|
Q3 2025
Reduced 90.23%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,307
shares
|
$557,608
0.02% of portfolio
|
Q3 2025
Added 104.46%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
10,269
shares
|
$555,552
0.08% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,242
shares
|
$554,092
0.04% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
10,206
shares
|
$552,144
0.08% of portfolio
|
Q3 2025
Added 221.25%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
10,187
shares
|
$551,116
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,176
shares
|
$550,521
0.28% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,168
shares
|
$550,088
0.01% of portfolio
|
Q3 2025
Added 78.17%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,131
shares
|
$548,087
0.04% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
10,107
shares
|
$546,788
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
10,062
shares
|
$544,354
0.06% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
10,056
shares
|
$544,029
0.05% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
10,018
shares
|
$541,973
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
10,017
shares
|
$541,919
0.04% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
10,000
shares
|
$541,000
0.13% of portfolio
|
Q2 2020
New holding
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$541,000
0.55% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,974
shares
|
$539,593
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,957
shares
|
$538,673
0.82% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,885
shares
|
$534,778
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,868
shares
|
$533,858
0.38% of portfolio
|
Q3 2022
Added 5.91%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
9,859
shares
|
$533,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
9,833
shares
|
$531,965
0.14% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
9,822
shares
|
$531,370
0.02% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
9,718
shares
|
$525,743
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
9,488
shares
|
$513,300
0.04% of portfolio
|
Q1 2021
Reduced 33.04%
|
|