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 1,717 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
41
shares
|
$2,218
0.0% of portfolio
|
Q1 2024
Added 20.59%
|
|
|
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%
|
|
|
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 |
Oct 06, 2025 Q3 2025 |
35
shares
|
$1,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
34
shares
|
$1,839
0.0% of portfolio
|
Q4 2023
Reduced 50.72%
|
|
|
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
|
|
|
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
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 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
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
15
shares
|
$811
0.0% of portfolio
|
Q3 2025
Reduced 48.28%
|
|
|
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%
|
|