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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,922
shares
|
$158,080
0.07% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
2,918
shares
|
$157,863
0.05% of portfolio
|
Q4 2025
Reduced 10.71%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
2,912
shares
|
$157,539
0.06% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,891
shares
|
$156,403
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
2,881
shares
|
$155,862
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,874
shares
|
$155,483
0.0% of portfolio
|
Q1 2021
Added 32.3%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,838
shares
|
$153,535
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,728
shares
|
$147,584
0.02% of portfolio
|
Q4 2024
Added 9642.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,692
shares
|
$145,637
0.04% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
2,688
shares
|
$145,420
0.09% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
2,675
shares
|
$144,717
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
2,671
shares
|
$144,501
0.09% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$143,365
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
2,581
shares
|
$139,632
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,576
shares
|
$139,361
0.03% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,569
shares
|
$138,982
0.03% of portfolio
|
Q3 2025
Added 46.38%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
2,523
shares
|
$136,494
0.05% of portfolio
|
Q4 2025
Reduced 8.55%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,442
shares
|
$132,112
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
2,393
shares
|
$129,461
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,380
shares
|
$128,758
0.03% of portfolio
|
Q3 2025
Added 2838.27%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,327
shares
|
$125,890
0.02% of portfolio
|
Q2 2023
Added 14.24%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
2,304
shares
|
$124,646
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
2,297
shares
|
$124,267
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,297
shares
|
$124,267
0.01% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,281
shares
|
$123,402
0.09% of portfolio
|
Q3 2025
Added 3.49%
|
|