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 |
|---|---|---|---|---|---|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
5,472
shares
|
$296,035
0.15% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,469
shares
|
$295,872
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,455
shares
|
$295,115
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,446
shares
|
$294,628
0.01% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
5,423
shares
|
$293,384
0.07% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
5,421
shares
|
$293,276
0.08% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,419
shares
|
$293,167
0.01% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,418
shares
|
$293,113
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,415
shares
|
$292,951
0.01% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,401
shares
|
$292,194
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
5,397
shares
|
$291,977
0.0% of portfolio
|
Q3 2025
Reduced 37.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,391
shares
|
$291,653
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,380
shares
|
$291,058
0.02% of portfolio
|
Q3 2025
Added 49.44%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
5,374
shares
|
$290,733
0.05% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,365
shares
|
$290,246
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
5,360
shares
|
$289,976
0.05% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
5,346
shares
|
$289,218
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,331
shares
|
$288,407
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,329
shares
|
$288,298
0.12% of portfolio
|
Q3 2025
Reduced 42.54%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,318
shares
|
$287,703
0.17% of portfolio
|
Q4 2025
Reduced 8.42%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,308
shares
|
$287,162
0.06% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
5,298
shares
|
$286,621
0.0% of portfolio
|
Q3 2025
Added 34.4%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,290
shares
|
$286,189
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
5,287
shares
|
$286,026
0.02% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,267
shares
|
$284,944
0.0% of portfolio
|
Q4 2025
Added 3.93%
|
|