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 |
|---|---|---|---|---|---|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,692
shares
|
$253,837
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
4,682
shares
|
$253,296
0.15% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
4,680
shares
|
$253,188
0.06% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
4,673
shares
|
$252,809
0.03% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
4,667
shares
|
$252,484
0.03% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
4,663
shares
|
$252,268
0.26% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
4,662
shares
|
$252,214
0.01% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
4,633
shares
|
$250,645
0.23% of portfolio
|
Q3 2025
Added 38.34%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,620
shares
|
$249,942
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
4,616
shares
|
$249,725
0.01% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
4,612
shares
|
$249,509
0.18% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,575
shares
|
$247,507
0.02% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,573
shares
|
$247,399
0.02% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,550
shares
|
$246,155
0.11% of portfolio
|
Q4 2023
Reduced 17.27%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
4,545
shares
|
$245,884
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,517
shares
|
$244,369
0.02% of portfolio
|
Q3 2025
Added 5277.38%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,501
shares
|
$243,504
0.0% of portfolio
|
Q3 2025
Reduced 39.97%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
4,478
shares
|
$242,259
0.01% of portfolio
|
Q4 2025
Added 10.65%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
4,473
shares
|
$241,989
0.09% of portfolio
|
Q4 2025
Reduced 24.33%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,467
shares
|
$241,664
0.01% of portfolio
|
Q3 2025
Added 37.7%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
4,463
shares
|
$241,448
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
4,458
shares
|
$241,177
0.01% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
4,455
shares
|
$241,015
0.01% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
4,423
shares
|
$239,284
0.05% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,413
shares
|
$238,743
0.01% of portfolio
|
Q3 2025
Added 17.96%
|
|