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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,487
shares
|
$513,246
0.02% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
9,442
shares
|
$510,812
0.06% of portfolio
|
Q4 2025
Reduced 4.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
9,421
shares
|
$509,676
0.01% of portfolio
|
Q4 2025
Reduced 13.19%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,406
shares
|
$508,864
0.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,363
shares
|
$506,538
0.02% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,357
shares
|
$506,213
0.06% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,342
shares
|
$505,402
0.04% of portfolio
|
Q2 2022
Added 9.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,317
shares
|
$504,049
0.04% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
9,249
shares
|
$500,370
0.03% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,241
shares
|
$499,938
0.01% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
9,146
shares
|
$494,798
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
9,120
shares
|
$493,392
0.03% of portfolio
|
Q3 2025
Added 47.17%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
9,101
shares
|
$492,364
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
9,090
shares
|
$491,769
0.01% of portfolio
|
Q3 2025
Added 37.64%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
9,077
shares
|
$491,065
0.05% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,061
shares
|
$490,200
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
9,044
shares
|
$489,280
0.02% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
8,943
shares
|
$483,816
0.08% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
8,900
shares
|
$481,490
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
8,840
shares
|
$478,244
0.08% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,822
shares
|
$477,270
0.07% of portfolio
|
Q4 2022
Reduced 12.29%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,820
shares
|
$477,162
0.01% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,807
shares
|
$476,458
0.02% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
8,800
shares
|
$476,080
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
8,705
shares
|
$470,940
0.16% of portfolio
|
Q3 2025
Reduced 3.72%
|
|