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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
3,450
shares
|
$186,645
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
3,438
shares
|
$185,995
0.12% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
3,433
shares
|
$185,725
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
3,427
shares
|
$185,400
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,427
shares
|
$185,400
0.02% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
3,406
shares
|
$184,264
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
3,400
shares
|
$183,940
0.04% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
3,377
shares
|
$182,695
0.02% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
3,373
shares
|
$182,479
0.02% of portfolio
|
Q4 2025
Reduced 16.63%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,365
shares
|
$182,046
0.05% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
3,358
shares
|
$181,667
0.05% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,325
shares
|
$179,882
0.01% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
3,250
shares
|
$175,825
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,200
shares
|
$173,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,197
shares
|
$172,957
0.0% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,168
shares
|
$171,388
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,096
shares
|
$167,493
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,096
shares
|
$167,493
0.06% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
3,091
shares
|
$167,223
0.09% of portfolio
|
Q3 2025
Added 66.9%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
3,063
shares
|
$165,708
0.05% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,063
shares
|
$165,708
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
3,035
shares
|
$164,193
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,032
shares
|
$164,031
0.03% of portfolio
|
Q3 2025
Reduced 37.54%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,939
shares
|
$158,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,933
shares
|
$158,675
0.04% of portfolio
|
Q2 2025
Reduced 4.87%
|
|