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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,128
shares
|
$439,724
0.03% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
8,119
shares
|
$439,237
0.02% of portfolio
|
Q4 2025
Reduced 20.25%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
8,113
shares
|
$438,913
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,068
shares
|
$436,478
0.02% of portfolio
|
Q3 2025
Added 70.28%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
8,063
shares
|
$436,208
0.02% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,039
shares
|
$434,909
0.0% of portfolio
|
Q2 2022
Reduced 10.07%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,001
shares
|
$432,854
0.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
7,997
shares
|
$432,637
0.03% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
7,990
shares
|
$432,259
0.05% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
7,935
shares
|
$429,283
0.03% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
7,930
shares
|
$429,013
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,915
shares
|
$428,201
0.05% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,902
shares
|
$427,498
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
7,899
shares
|
$427,335
0.12% of portfolio
|
Q3 2025
Added 170.51%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,862
shares
|
$425,334
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,857
shares
|
$425,063
0.08% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
7,841
shares
|
$424,198
0.0% of portfolio
|
Q3 2025
Reduced 52.5%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,805
shares
|
$422,250
0.02% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
7,791
shares
|
$421,493
0.2% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
7,790
shares
|
$421,439
0.02% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
7,787
shares
|
$421,276
0.01% of portfolio
|
Q4 2025
Added 18.2%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,773
shares
|
$420,519
0.13% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
7,739
shares
|
$418,679
0.05% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,695
shares
|
$416,299
0.03% of portfolio
|
Q4 2023
Reduced 11.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
7,683
shares
|
$415,650
0.01% of portfolio
|
Q4 2025
Reduced 7.24%
|
|