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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
24
shares
|
$1,298
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$1,082
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
20
shares
|
$1,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
17
shares
|
$919
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
17
shares
|
$919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
15
shares
|
$811
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
15
shares
|
$811
0.0% of portfolio
|
Q3 2025
Reduced 48.28%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
14
shares
|
$757
0.0% of portfolio
|
Q4 2025
Reduced 78.46%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
14
shares
|
$757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
13
shares
|
$703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
12
shares
|
$649
0.0% of portfolio
|
Q3 2025
Reduced 36.84%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
11
shares
|
$595
0.0% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
10
shares
|
$541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
7
shares
|
$378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
6
shares
|
$324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
6
shares
|
$324
0.0% of portfolio
|
Q3 2025
Reduced 98.34%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$270
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
5
shares
|
$270
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4
shares
|
$216
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
4
shares
|
$216
0.0% of portfolio
|
Q2 2025
Reduced 98.18%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2
shares
|
$108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|