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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
896
shares
|
$48,473
0.01% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
890
shares
|
$48,149
0.03% of portfolio
|
Q4 2023
Added 1680.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
878
shares
|
$47,499
0.04% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
875
shares
|
$47,337
0.01% of portfolio
|
Q3 2025
Added 152.16%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
872
shares
|
$47,175
0.04% of portfolio
|
Q4 2025
Reduced 40.76%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
850
shares
|
$45,985
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
849
shares
|
$45,930
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
847
shares
|
$45,822
0.01% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
839
shares
|
$45,389
0.01% of portfolio
|
Q4 2025
Added 1.82%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
839
shares
|
$45,389
0.02% of portfolio
|
Q2 2025
Added 143.19%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
838
shares
|
$45,335
0.01% of portfolio
|
Q4 2025
Reduced 34.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
824
shares
|
$44,578
0.02% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
820
shares
|
$44,362
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
819
shares
|
$44,307
0.01% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
800
shares
|
$43,280
0.0% of portfolio
|
Q3 2025
Reduced 94.91%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
800
shares
|
$43,280
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
799
shares
|
$43,225
0.02% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
789
shares
|
$42,684
0.08% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
787
shares
|
$42,576
0.02% of portfolio
|
Q2 2023
Added 14.72%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
786
shares
|
$42,522
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
784
shares
|
$42,414
0.03% of portfolio
|
Q2 2025
Added 3036.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
778
shares
|
$42,089
0.0% of portfolio
|
Q2 2025
Added 54.67%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
753
shares
|
$40,737
0.01% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
750
shares
|
$40,575
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
750
shares
|
$40,575
0.02% of portfolio
|
Q4 2024
New holding
|
|