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Carrier Global (CARR) Institutional Ownership

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$54.90 -0.06 (-0.11%)
Closing price 10/16/2026 03:59 PM Eastern
Extended Trading
$55.00 +0.10 (+0.18%)
As of 10/16/2026 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
831
Total
Institutional Inflows
(last 12 months)
$6.80B
Number of
Institutional Sellers
(last 12 months)
660
Total
Institutional Outflows
(last 12 months)
$4.28B
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CARR Institutional Buying and Selling by Quarter

Carrier Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2026Frank Rimerman Advisors LLC15,423$846K0.0%+150.3%0.002%
10/17/2026Birch Hill Investment Advisors LLC17,468$958K0.0%-2.4%0.002%
10/17/2026Forbes J M & Co. LLP8,977$492K0.0%+61.7%0.001%
10/17/2026PineStone Asset Management Inc.6,128,808$336.23M2.2%-3.2%0.743%
10/17/2026Aull & Monroe Investment Management Corp6,384$350K0.1%-3.8%0.001%
10/17/2026Kintegral Advisory LLC27,214$1.49M0.1%+10.0%0.003%
10/16/2026TD Waterhouse Canada Inc.29,265$1.61M0.0%-22.8%0.004%
10/16/2026Cardinal Capital Management Inc.686,997$37.69M0.9%+19.4%0.083%
10/16/2026Cyndeo Wealth Partners LLC6,484$356K0.0%+20.4%0.001%
10/16/2026Eagle Bay Advisors LLC3,985$219K0.2%N/A0.000%
10/16/2026Hanson & Doremus Investment Management2,646$145K0.0%+23.2%0.000%
10/16/2026Aspiriant LLC6,971$382K0.0%+115.7%0.001%
10/16/2026Howard Capital Management LLC6,483$356K0.0%+31.9%0.001%
10/15/2026V Square Quantitative Management LLC19,864$1.09M0.1%+9.8%0.002%
10/15/2026Cohen Klingenstein LLC190,538$10.45M0.4%+317.2%0.023%
10/15/2026AdvisorNet Financial Inc80,362$4.36M0.2%-0.3%0.010%
10/15/2026Assenagon Asset Management S.A.572,153$31.39M0.0%+398.7%0.069%
10/15/2026State of Alaska Department of Revenue111,358$6.11M0.1%+45.6%0.014%
10/15/2026Charles Schwab Trust Co4,325$237K0.0%+8.1%0.001%
10/15/2026Curated Wealth Partners LLC24,113$1.32M0.1%-89.2%0.003%
10/15/2026Truefg LLC63,336$3.48M0.8%N/A0.008%
10/15/2026Lipe & Dalton39,797$2.18M1.0%+185.0%0.005%
10/15/2026Mather Group LLC.13,360$733K0.0%+27.5%0.002%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC13,180$723K0.0%-33.1%0.002%
10/14/2026Baker Ellis Asset Management LLC86,908$4.77M0.5%-1.8%0.011%
10/14/2026Adirondack Trust Co.4,658$256K0.1%+59.9%0.001%
10/14/2026First Citizens Bank & Trust Co.40,866$2.24M0.0%+528.5%0.005%
10/14/2026MFA Wealth Services5,450$299K0.2%+4.6%0.001%
10/14/2026ProCore Advisors LLC3,903$214K0.3%+13.5%0.000%
10/14/2026Salem Investment Counselors Inc.34,589$1.90M0.0%+110.3%0.004%
10/14/2026B. Riley Wealth Advisors Inc.6,144$337K0.0%+26.3%0.001%
10/14/2026Krilogy Financial LLC16,846$934K0.0%+285.8%0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC28,206$1.55M0.0%+38.7%0.003%
10/13/2026Downshift Financial LLC517$28K0.0%+69.5%0.000%
10/13/2026NorthCrest Asset Manangement LLC98,165$5.39M0.1%+32.2%0.012%
10/13/2026Woodstock Corp19,909$1.09M0.1%-1.3%0.002%
10/10/2026Armstrong Advisory Group Inc.938$51K0.0%+43.9%0.000%
10/10/2026Wealth Science Advisors LLC4,345$238K0.1%-70.5%0.001%
10/10/2026Jacobs & Co. CA201,222$11.04M1.0%+23.4%0.024%
10/9/2026GK Wealth Management LLC1,051$58K0.0%N/A0.000%
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10/9/2026Lincoln Capital LLC153,236$8.43M1.5%+5.0%0.019%
10/9/2026Avity Investment Management Inc.130,674$7.17M0.4%-32.8%0.016%
10/9/2026Riversedge Advisors LLC5,158$283K0.0%N/A0.001%
10/9/2026Wedmont Private Capital21,860$1.20M0.0%+22.5%0.003%
10/9/2026Mn Services Vermogensbeheer B.V.300,288$16.47M0.1%+36.4%0.036%
10/9/2026Diversified Management Inc.42,945$2.36M0.4%N/A0.005%
10/9/2026Acropolis Investment Management LLC4,981$273K0.0%-5.5%0.001%
10/8/2026Professional Advisory Services Inc.370,360$20.32M2.4%+22.7%0.045%
10/8/2026Farther Finance Advisors LLC37,815$2.08M0.0%+69.4%0.005%
10/8/2026CoreCap Advisors LLC3,211$176K0.0%+109.7%0.000%
10/8/2026YHB Investment Advisors Inc.74,460$4.09M0.3%+67.8%0.009%
10/8/2026Apella Capital LLC18,415$1.01M0.0%+93.6%0.002%
10/8/2026Avidian Wealth Enterprises LLC10,034$550K0.0%+114.8%0.001%
10/8/2026Vann Equity Management LLC3,868$212K0.1%-5.2%0.000%
10/7/2026Venture Visionary Partners LLC48,912$2.68M0.1%+9.6%0.006%
10/7/2026Family Legacy Financial Solutions LLC8,307$456K0.3%-22.7%0.001%
10/7/2026Canandaigua National Bank & Trust Co.59,421$3.26M0.3%+11.8%0.007%
10/7/2026Benedict Financial Advisors Inc.13,799$757K0.1%+11.3%0.002%
10/7/2026Nautilus Advisors LLC9,124$501K0.3%+7.3%0.001%
10/6/2026Moody National Bank Trust Division27,058$1.48M0.1%+265.7%0.003%
10/6/2026Bank of New Hampshire960$53K0.0%-51.0%0.000%
10/6/2026Hall Laurie J Trustee104,680$5.74M1.8%-0.6%0.013%
10/6/2026Central Pacific Bank Trust Division10,245$562K0.1%-5.5%0.001%
10/5/2026Ridgewood Investments LLC26,276$1.44M0.5%+9.2%0.003%
10/5/2026Ferguson Wellman Capital Management Inc.71,635$3.93M0.0%+9.4%0.009%
10/5/2026Eastern Bank15,861$870K0.0%+1.5%0.002%
10/5/2026MassMutual Private Wealth & Trust FSB4,408$242K0.0%+21.6%0.001%
10/1/2026 Cacti Asset Management LLC800$44K0.0%-60.0%0.000%
10/1/2026 Confluence Investment Management LLC729,501$40.02M0.6%+54.3%0.088%
9/23/2026QRG Capital Management Inc.152,176$11.16M0.1%+15.5%0.018%
9/23/2026Envestnet Portfolio Solutions Inc.19,189$1.41M0.0%+19.5%0.002%
9/15/2026Anchor Investment Management LLC4,551$334K0.0%+25.8%0.001%
9/15/2026Reynders McVeigh Capital Management LLC918,219$67.35M2.7%+3.0%0.111%
9/9/2026Sequoia Financial Advisors LLC37,802$2.77M0.0%+21.7%0.005%
9/9/2026National Pension Service1,178,695$86.46M0.1%-5.5%0.143%
9/9/2026Engineers Gate Manager LP8,361$613K0.0%N/A0.001%
9/9/2026Cidel Asset Management Inc.5,154$378K0.0%+14.3%0.001%
9/9/2026Capital Advantage Inc.4,635$340K0.0%+8.2%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC6,860$503K0.0%+6.1%0.001%
9/9/2026Integrated Wealth Concepts LLC30,124$2.21M0.0%+18.8%0.004%
9/9/2026RFG Advisory LLC3,626$266K0.0%-22.4%0.000%
9/9/2026NewEdge Advisors LLC82,670$6.06M0.0%+43.7%0.010%
9/9/2026IFP Advisors Inc96,934$7.11M0.1%-14.6%0.012%
9/9/2026Baird Financial Group Inc.103,184$7.57M0.0%-15.8%0.013%
9/9/2026Beacon Investment Advisory Services Inc.845$62K0.0%-22.8%0.000%
9/9/2026One Charles Private Wealth Services LLC3,472$255K0.1%N/A0.000%
9/8/2026Allworth Financial LP178,247$13.07M0.1%-2.8%0.022%
9/8/2026Arizona State Retirement System208,635$15.30M0.1%+0.5%0.025%
9/8/2026Waverly Advisors LLC18,518$1.36M0.0%-1.3%0.002%
9/8/2026Lipe & Dalton13,962$1.02M0.5%-2.3%0.002%
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9/8/2026Empirical Finance LLC29,054$2.13M0.1%+3.2%0.004%
9/8/2026Nykredit A S151,039$11.08M0.0%N/A0.018%
8/27/2026Corient Private Wealth LP402,497$29.52M0.0%+36.5%0.049%
8/26/2026HORAN Wealth LLC5,977$438K0.1%+3.6%0.001%
8/26/2026Amundi3,418,666$250.76M0.1%+9.3%0.415%
8/26/2026HighTower Advisors LLC772,597$56.67M0.1%-7.2%0.094%
8/23/2026Ameritas Advisory Services LLC22,256$1.63M0.0%N/A0.003%
8/23/2026Wedmont Private Capital17,840$1.24M0.0%+2.8%0.002%
8/23/2026Ameliora Wealth Management Ltd.4,356$320K0.1%N/A0.001%
8/23/2026HB Wealth Management LLC47,436$3.48M0.0%+10.3%0.006%


CARR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,637 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Vanguard Group Inc. ($4.90B), Capital Research Global Investors ($3.95B), JPMorgan Chase & Co. ($2.82B), State Street Corp ($1.78B), Capital International Investors ($1.32B), Capital World Investors ($1.20B), and Geode Capital Management LLC ($910.72M).Learn more on Carrier Global's institutional investors.

91.00% of Carrier Global's stock is owned by institutional investors. Learn more on CARR's institutional investor holdings.

Of the 1,351 institutional investors that purchased Carrier Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($22.98M), JPMorgan Chase & Co. ($12.08M), Nuveen LLC ($10.24M), Bank of New York Mellon Corp ($9.58M), Bank of America Corp DE ($8.64M), Brown Advisory Inc. ($8.07M), and Primecap Management Co. CA ($5.30M).

Institutional investors have bought a total of 109,113,110 shares in the last 24 months. This purchase volume represents approximately $6.80B in transactions.

Of the 660 institutional investors that sold Carrier Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($33.08M), Capital World Investors ($6.19M), Nuveen LLC ($4.32M), Assenagon Asset Management S.A. ($2.43M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.30M), Bank of New York Mellon Corp ($1.91M), and National Pension Service ($1.47M).

Institutional investors have sold a total of 78,967,377 shares in the last 24 months. This volume of shares sold represents approximately $4.28B in transactions.



Institutional ownership data for NYSE:CARR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/17/2026. New 13F filings are added each quarter as they're published.
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