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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
4,004
shares
|
$216,616
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,002
shares
|
$216,508
0.02% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$216,400
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$216,400
0.06% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,990
shares
|
$215,859
0.01% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,977
shares
|
$215,155
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,975
shares
|
$215,047
0.02% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,966
shares
|
$214,560
0.03% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,951
shares
|
$213,749
0.0% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
3,946
shares
|
$213,478
0.05% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
3,937
shares
|
$212,991
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,936
shares
|
$212,937
0.01% of portfolio
|
Q3 2025
Reduced 40.16%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,934
shares
|
$212,829
0.08% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,933
shares
|
$212,775
0.04% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,914
shares
|
$211,747
0.01% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,874
shares
|
$209,583
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
3,855
shares
|
$208,555
0.02% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
3,840
shares
|
$207,744
0.03% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
3,806
shares
|
$205,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,803
shares
|
$205,742
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,803
shares
|
$205,742
0.01% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
3,794
shares
|
$205,255
0.15% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
3,785
shares
|
$204,768
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,781
shares
|
$204,552
0.01% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,769
shares
|
$203,902
0.16% of portfolio
|
Q3 2024
Reduced 3.21%
|
|