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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,800
shares
|
$367,880
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,783
shares
|
$366,960
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
6,779
shares
|
$366,743
0.2% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
6,762
shares
|
$365,824
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,756
shares
|
$365,499
0.01% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
6,745
shares
|
$364,904
0.0% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
6,700
shares
|
$362,470
0.04% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
6,700
shares
|
$362,470
0.09% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
6,664
shares
|
$360,522
0.22% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
6,660
shares
|
$360,306
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 20, 2026 Q4 2025 |
6,655
shares
|
$360,035
0.12% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,650
shares
|
$359,765
0.06% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,637
shares
|
$359,061
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
6,611
shares
|
$357,655
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,610
shares
|
$357,601
0.04% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
6,598
shares
|
$356,951
0.28% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
6,583
shares
|
$356,140
0.2% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
6,560
shares
|
$354,896
0.04% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,540
shares
|
$353,814
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,529
shares
|
$353,218
0.01% of portfolio
|
Q4 2023
Reduced 15.14%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
6,525
shares
|
$353,002
0.06% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
6,525
shares
|
$353,002
0.06% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,518
shares
|
$352,623
0.01% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
6,508
shares
|
$352,082
0.08% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Founders Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
6,505
shares
|
$351,920
0.05% of portfolio
|
Q4 2025
Added 28.81%
|
|