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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
147
shares
|
$7,952
0.0% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
145
shares
|
$7,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
142
shares
|
$7,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
137
shares
|
$7,411
0.0% of portfolio
|
Q4 2025
Reduced 20.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
136
shares
|
$7,357
0.0% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
133
shares
|
$7,195
0.0% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
132
shares
|
$7,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
128
shares
|
$6,924
0.01% of portfolio
|
Q3 2025
Added 236.84%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
127
shares
|
$6,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
125
shares
|
$6,762
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
122
shares
|
$6,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
122
shares
|
$6,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
120
shares
|
$6,492
0.01% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
120
shares
|
$6,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
120
shares
|
$6,492
0.02% of portfolio
|
Q3 2025
Reduced 72.91%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
120
shares
|
$6,492
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
118
shares
|
$6,383
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
116
shares
|
$6,275
0.0% of portfolio
|
Q4 2025
Reduced 26.11%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
116
shares
|
$6,275
0.0% of portfolio
|
Q4 2025
Reduced 50.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
112
shares
|
$6,059
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
111
shares
|
$6,005
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
110
shares
|
$5,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
105
shares
|
$5,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
103
shares
|
$5,572
0.0% of portfolio
|
Q4 2025
Reduced 27.46%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
101
shares
|
$5,464
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|
|