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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
473
shares
|
$25,589
0.01% of portfolio
|
Q4 2025
Added 78.49%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
467
shares
|
$25,264
0.0% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
461
shares
|
$24,940
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
460
shares
|
$24,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
458
shares
|
$24,777
0.02% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
451
shares
|
$24,399
0.01% of portfolio
|
Q4 2025
Reduced 10.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
442
shares
|
$23,912
0.01% of portfolio
|
Q2 2023
Reduced 7.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
441
shares
|
$23,858
0.0% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
435
shares
|
$23,533
0.02% of portfolio
|
Q2 2025
Reduced 63.29%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
432
shares
|
$23,371
0.01% of portfolio
|
Q4 2025
Added 323.53%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
429
shares
|
$23,208
0.0% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
424
shares
|
$22,938
0.02% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
423
shares
|
$22,884
0.01% of portfolio
|
Q3 2023
Reduced 14.89%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
419
shares
|
$22,667
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
404
shares
|
$21,856
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
403
shares
|
$21,802
0.0% of portfolio
|
Q4 2023
Reduced 53.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
400
shares
|
$21,640
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
400
shares
|
$21,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
390
shares
|
$21,099
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
388
shares
|
$20,990
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
385
shares
|
$20,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
383
shares
|
$20,720
0.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
383
shares
|
$20,720
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
380
shares
|
$20,558
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
362
shares
|
$19,584
0.01% of portfolio
|
Q3 2024
Added 44.8%
|
|