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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,254
shares
|
$230,141
0.12% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
4,219
shares
|
$228,247
0.11% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,192
shares
|
$226,787
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,183
shares
|
$226,300
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,168
shares
|
$225,488
0.04% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
4,167
shares
|
$225,434
0.02% of portfolio
|
Q4 2025
Reduced 2.59%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 20, 2026 Q4 2025 |
4,167
shares
|
$225,434
0.07% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,163
shares
|
$225,218
0.0% of portfolio
|
Q3 2025
Reduced 38.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
4,146
shares
|
$224,298
0.07% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
4,141
shares
|
$224,028
0.01% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
4,122
shares
|
$223,000
0.03% of portfolio
|
Q4 2025
Reduced 18.95%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,112
shares
|
$222,459
0.03% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,090
shares
|
$221,269
0.04% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
4,090
shares
|
$221,269
0.04% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
4,086
shares
|
$221,052
0.08% of portfolio
|
Q3 2025
Added 38.84%
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
4,073
shares
|
$220,349
0.03% of portfolio
|
Q4 2025
Added 11.07%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,071
shares
|
$220,241
0.02% of portfolio
|
Q4 2025
Added 12.15%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,067
shares
|
$220,024
0.12% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
4,065
shares
|
$219,916
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,058
shares
|
$219,537
0.01% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,043
shares
|
$218,726
0.0% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
4,043
shares
|
$218,726
0.0% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
4,031
shares
|
$218,077
0.0% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
4,023
shares
|
$217,644
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,013
shares
|
$217,103
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|