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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,114
shares
|
$330,767
0.03% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,109
shares
|
$330,496
0.08% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
6,100
shares
|
$330,010
0.07% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
6,094
shares
|
$329,685
0.18% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,061
shares
|
$327,900
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
6,058
shares
|
$327,737
0.08% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
6,053
shares
|
$327,467
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
6,033
shares
|
$326,385
0.17% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Fractal Investments LLC
|
Oct 27, 2025 Q3 2025 |
6,030
shares
|
$326,223
0.05% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
6,013
shares
|
$325,303
0.13% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$324,600
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
6,000
shares
|
$324,600
0.04% of portfolio
|
Q4 2022
Reduced 30.52%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$324,600
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
5,986
shares
|
$323,842
0.1% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
5,983
shares
|
$323,680
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,962
shares
|
$322,544
0.02% of portfolio
|
Q3 2025
Reduced 29.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
5,954
shares
|
$322,111
0.08% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,935
shares
|
$321,083
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5,922
shares
|
$320,380
0.07% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
5,900
shares
|
$319,190
0.02% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
5,900
shares
|
$319,190
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,863
shares
|
$317,188
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,854
shares
|
$316,701
0.01% of portfolio
|
Q4 2025
Added 6.84%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
5,846
shares
|
$316,268
0.14% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,843
shares
|
$316,106
0.03% of portfolio
|
Q3 2025
Added 4.73%
|
|