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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
1,432
shares
|
$77,471
0.04% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,431
shares
|
$77,417
0.04% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Oakmont Corp
|
Jan 20, 2026 Q4 2025 |
1,413
shares
|
$76,443
0.01% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,412
shares
|
$76,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,405
shares
|
$76,010
0.03% of portfolio
|
Q3 2023
Reduced 12.46%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,399
shares
|
$75,685
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
1,392
shares
|
$75,307
0.03% of portfolio
|
Q2 2025
Added 2259.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,390
shares
|
$75,199
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,379
shares
|
$74,603
0.03% of portfolio
|
Q3 2025
Added 157.28%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,375
shares
|
$74,387
0.05% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
1,340
shares
|
$72,494
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,325
shares
|
$71,682
0.01% of portfolio
|
Q1 2022
Reduced 1.85%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,303
shares
|
$70,492
0.02% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,290
shares
|
$69,789
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,254
shares
|
$67,841
0.02% of portfolio
|
Q4 2025
Added 5.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
1,228
shares
|
$66,434
0.01% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
1,225
shares
|
$66,272
0.02% of portfolio
|
Q4 2025
Reduced 8.58%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,216
shares
|
$65,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$64,920
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 21, 2026 Q4 2025 |
1,200
shares
|
$64,920
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,193
shares
|
$64,541
0.01% of portfolio
|
Q4 2025
Added 80.48%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
1,184
shares
|
$64,054
0.05% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,163
shares
|
$62,918
0.0% of portfolio
|
Q4 2023
Reduced 22.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,126
shares
|
$60,916
0.01% of portfolio
|
Q3 2025
Added 29.13%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,124
shares
|
$60,808
0.04% of portfolio
|
Q1 2024
Reduced 4.26%
|
|