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 |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,674
shares
|
$469,263
0.19% of portfolio
|
Q3 2022
Reduced 10.34%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,625
shares
|
$466,612
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,603
shares
|
$465,422
0.02% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,602
shares
|
$465,368
0.03% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
8,600
shares
|
$465,260
0.14% of portfolio
|
Q3 2020
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,594
shares
|
$464,935
0.02% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
8,578
shares
|
$464,069
0.08% of portfolio
|
Q1 2021
Reduced 0.03%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
8,569
shares
|
$463,582
0.13% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
8,547
shares
|
$462,392
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
8,535
shares
|
$461,743
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,517
shares
|
$460,769
0.01% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
8,500
shares
|
$459,850
0.05% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
8,481
shares
|
$458,822
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
8,450
shares
|
$457,145
0.01% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
8,442
shares
|
$456,712
0.02% of portfolio
|
Q4 2025
Added 18.83%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,353
shares
|
$451,897
0.16% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,340
shares
|
$451,194
0.07% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,333
shares
|
$450,815
0.09% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
8,308
shares
|
$449,462
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
8,285
shares
|
$448,218
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
8,275
shares
|
$447,677
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,251
shares
|
$446,379
0.03% of portfolio
|
Q4 2024
Added 57.22%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
8,223
shares
|
$444,864
0.24% of portfolio
|
Q4 2022
Reduced 7.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,194
shares
|
$443,295
0.03% of portfolio
|
Q3 2025
Added 81.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,140
shares
|
$440,374
0.01% of portfolio
|
Q3 2025
New holding
|
|