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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,117
shares
|
$60,429
0.0% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,111
shares
|
$60,105
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
1,102
shares
|
$59,618
0.01% of portfolio
|
Q1 2025
Reduced 43.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,089
shares
|
$58,914
0.01% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
1,085
shares
|
$58,698
0.02% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,075
shares
|
$58,157
0.01% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,075
shares
|
$58,157
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
1,060
shares
|
$57,346
0.07% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,025
shares
|
$55,452
0.03% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,009
shares
|
$54,586
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$54,100
0.12% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
994
shares
|
$53,775
0.0% of portfolio
|
Q3 2025
Added 803.64%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
993
shares
|
$53,721
0.01% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
974
shares
|
$52,693
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
967
shares
|
$52,314
0.02% of portfolio
|
Q4 2025
Reduced 25.62%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
948
shares
|
$51,286
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
939
shares
|
$50,799
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
939
shares
|
$50,799
0.0% of portfolio
|
Q2 2023
Reduced 15.63%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
937
shares
|
$50,691
0.03% of portfolio
|
Q3 2025
Added 39.64%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
923
shares
|
$49,934
0.01% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
923
shares
|
$49,934
0.02% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
921
shares
|
$49,826
0.02% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
912
shares
|
$49,339
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
903
shares
|
$48,852
0.02% of portfolio
|
Q3 2023
Added 90.91%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
902
shares
|
$48,798
0.01% of portfolio
|
Q3 2025
Added 12.47%
|
|