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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,148
shares
|
$386,706
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,136
shares
|
$386,057
0.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,131
shares
|
$385,787
0.1% of portfolio
|
Q4 2020
Reduced 1.84%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
7,130
shares
|
$385,733
0.05% of portfolio
|
Q4 2025
Reduced 31.63%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
7,115
shares
|
$384,921
0.01% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
7,100
shares
|
$384,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
7,090
shares
|
$383,569
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
7,070
shares
|
$382,487
0.05% of portfolio
|
Q4 2025
Added 26.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,063
shares
|
$382,108
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
7,058
shares
|
$381,837
0.05% of portfolio
|
Q3 2025
Added 167.15%
|
|
|
Franklin Street Advisors Inc
|
Jan 21, 2026 Q4 2025 |
7,047
shares
|
$381,242
0.02% of portfolio
|
Q4 2025
Added 15.09%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
7,036
shares
|
$380,647
0.04% of portfolio
|
Q4 2025
Reduced 29.17%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
7,030
shares
|
$380,323
0.0% of portfolio
|
Q3 2025
Reduced 96.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,976
shares
|
$377,401
0.02% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
6,948
shares
|
$375,886
0.16% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,935
shares
|
$375,183
0.16% of portfolio
|
Q2 2022
Reduced 71.01%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
6,931
shares
|
$374,967
0.04% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,904
shares
|
$373,506
0.06% of portfolio
|
Q3 2024
Reduced 49.3%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
6,901
shares
|
$373,344
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,895
shares
|
$373,019
0.02% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,888
shares
|
$372,640
0.0% of portfolio
|
Q3 2025
Reduced 76.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,845
shares
|
$370,314
0.0% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
6,831
shares
|
$369,557
0.04% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
6,808
shares
|
$368,312
0.13% of portfolio
|
Q3 2025
Added 49.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
6,802
shares
|
$367,988
0.07% of portfolio
|
Q3 2025
Reduced 0.34%
|
|