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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,760
shares
|
$203,416
0.05% of portfolio
|
Q4 2023
Reduced 5.65%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,758
shares
|
$203,307
0.03% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,749
shares
|
$202,820
0.05% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,726
shares
|
$201,576
0.09% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,714
shares
|
$200,927
0.01% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
3,694
shares
|
$199,845
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
3,674
shares
|
$198,763
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jan 21, 2026 Q4 2025 |
3,670
shares
|
$198,547
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
3,664
shares
|
$198,222
0.07% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
3,632
shares
|
$196,491
0.05% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,624
shares
|
$196,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
3,611
shares
|
$195,355
0.07% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
3,608
shares
|
$195,192
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
3,608
shares
|
$195,192
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
3,600
shares
|
$194,760
0.02% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,597
shares
|
$194,597
0.01% of portfolio
|
Q4 2025
Added 50.06%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
3,592
shares
|
$194,327
0.06% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
3,587
shares
|
$194,056
0.08% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,570
shares
|
$193,137
0.03% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
3,535
shares
|
$191,243
0.03% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,512
shares
|
$189,999
0.03% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,492
shares
|
$188,917
0.05% of portfolio
|
Q4 2023
Reduced 9.23%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,471
shares
|
$187,781
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
3,466
shares
|
$187,510
0.03% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
3,456
shares
|
$186,969
0.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|