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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
101
shares
|
$5,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,410
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
99
shares
|
$5,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
97
shares
|
$5,247
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
92
shares
|
$4,977
0.0% of portfolio
|
Q4 2025
Reduced 47.73%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
90
shares
|
$4,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
87
shares
|
$4,706
0.0% of portfolio
|
Q1 2024
Reduced 84.41%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
87
shares
|
$4,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
84
shares
|
$4,544
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
81
shares
|
$4,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
77
shares
|
$4,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
76
shares
|
$4,111
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
75
shares
|
$4,057
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
70
shares
|
$3,787
0.0% of portfolio
|
Q2 2025
Added 946.67%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
68
shares
|
$3,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
66
shares
|
$3,570
0.0% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
65
shares
|
$3,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
65
shares
|
$3,516
0.0% of portfolio
|
Q3 2022
Reduced 8.45%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
62
shares
|
$3,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$3,246
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
60
shares
|
$3,246
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
58
shares
|
$3,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
57
shares
|
$3,083
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
56
shares
|
$3,029
0.0% of portfolio
|
Q4 2025
Added 36.59%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
54
shares
|
$2,921
0.0% of portfolio
|
Q4 2024
New holding
|
|