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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
53
shares
|
$2,867
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
53
shares
|
$2,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
51
shares
|
$2,759
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$2,705
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
50
shares
|
$2,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
48
shares
|
$2,596
0.0% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
47
shares
|
$2,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
47
shares
|
$2,542
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
46
shares
|
$2,488
0.0% of portfolio
|
Q3 2025
Reduced 64.06%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
44
shares
|
$2,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
42
shares
|
$2,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
41
shares
|
$2,218
0.0% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
41
shares
|
$2,218
0.0% of portfolio
|
Q2 2025
Reduced 86.05%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$2,109
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
38
shares
|
$2,055
0.0% of portfolio
|
Q4 2025
Reduced 68.6%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
37
shares
|
$2,001
0.0% of portfolio
|
Q3 2025
Reduced 63.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
36
shares
|
$1,947
0.0% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
36
shares
|
$1,947
0.0% of portfolio
|
Q2 2024
Reduced 73.53%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
35
shares
|
$1,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,731
0.0% of portfolio
|
Q2 2025
Added 190.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
31
shares
|
$1,677
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
28
shares
|
$1,514
0.0% of portfolio
|
Q4 2025
Reduced 17.65%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,406
0.0% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$1,352
0.0% of portfolio
|
Q3 2020
Reduced 80.16%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
25
shares
|
$1,352
0.0% of portfolio
|
Q4 2024
New holding
|
|