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 |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5,194
shares
|
$280,995
0.01% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
5,194
shares
|
$280,995
0.17% of portfolio
|
Q3 2025
Reduced 60.58%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
5,188
shares
|
$280,670
0.0% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,180
shares
|
$280,238
0.01% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
5,175
shares
|
$279,967
0.0% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
5,170
shares
|
$279,697
0.0% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
5,168
shares
|
$279,588
0.06% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
5,167
shares
|
$279,534
0.2% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,161
shares
|
$279,210
0.04% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
5,160
shares
|
$279,156
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
5,129
shares
|
$277,478
0.11% of portfolio
|
Q4 2025
Reduced 11.25%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,109
shares
|
$276,396
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,107
shares
|
$276,288
0.06% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,100
shares
|
$275,910
0.04% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,076
shares
|
$274,611
0.02% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$274,287
0.12% of portfolio
|
Q2 2023
Added 8.8%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
5,059
shares
|
$273,691
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
5,047
shares
|
$273,042
0.2% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
5,027
shares
|
$271,960
0.1% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
5,000
shares
|
$270,500
0.05% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$270,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
4,981
shares
|
$269,472
0.0% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
4,975
shares
|
$269,147
0.03% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,973
shares
|
$269,039
0.0% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
4,956
shares
|
$268,119
0.06% of portfolio
|
Q4 2025
Reduced 3.95%
|
|