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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
356
shares
|
$19,259
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
350
shares
|
$18,935
0.0% of portfolio
|
Q2 2025
Reduced 85.13%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
341
shares
|
$18,448
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
335
shares
|
$18,123
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
327
shares
|
$17,690
0.0% of portfolio
|
Q4 2025
Reduced 82.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
325
shares
|
$17,582
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
320
shares
|
$17,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
317
shares
|
$17,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
308
shares
|
$16,662
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
302
shares
|
$16,338
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
302
shares
|
$16,338
0.0% of portfolio
|
Q3 2025
Reduced 43.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
301
shares
|
$16,284
0.0% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$16,230
0.0% of portfolio
|
Q3 2023
Reduced 71.29%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
300
shares
|
$16,230
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
300
shares
|
$16,230
0.01% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$16,230
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
292
shares
|
$15,797
0.01% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
290
shares
|
$15,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
289
shares
|
$15,634
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
289
shares
|
$15,634
0.07% of portfolio
|
Q3 2025
Reduced 58.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
287
shares
|
$15,526
0.02% of portfolio
|
Q3 2025
Reduced 78.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
276
shares
|
$14,931
0.0% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
271
shares
|
$14,661
0.0% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
261
shares
|
$14,120
0.0% of portfolio
|
Q3 2025
Added 605.41%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
258
shares
|
$13,957
0.0% of portfolio
|
Q3 2025
Added 73.15%
|
|