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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
7,656
shares
|
$414,189
0.0% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
7,647
shares
|
$413,702
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,634
shares
|
$412,999
0.03% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
7,632
shares
|
$412,891
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
7,607
shares
|
$411,538
0.03% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,603
shares
|
$411,322
0.04% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
7,580
shares
|
$410,078
0.06% of portfolio
|
Q4 2025
Reduced 4.07%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,562
shares
|
$409,104
0.08% of portfolio
|
Q3 2023
Reduced 1.73%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,477
shares
|
$404,505
0.08% of portfolio
|
Q4 2022
Reduced 1.58%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,462
shares
|
$403,694
0.03% of portfolio
|
Q3 2023
Added 5.81%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
7,445
shares
|
$402,774
0.05% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
7,379
shares
|
$399,203
0.3% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,376
shares
|
$399,041
0.01% of portfolio
|
Q3 2025
Reduced 92.26%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
7,360
shares
|
$398,176
0.03% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
7,351
shares
|
$397,689
0.21% of portfolio
|
Q1 2022
Added 14.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,346
shares
|
$397,418
0.08% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
7,322
shares
|
$396,120
0.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2026 Q4 2025 |
7,302
shares
|
$395,038
0.26% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,292
shares
|
$394,497
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
7,281
shares
|
$393,902
0.12% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
7,267
shares
|
$393,144
0.03% of portfolio
|
Q3 2025
Reduced 32.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,239
shares
|
$391,629
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,169
shares
|
$387,842
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,167
shares
|
$387,734
0.02% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
7,163
shares
|
$387,518
0.3% of portfolio
|
Q4 2025
New holding
|
|