CARR · Company research
Carrier Global Corporation (CARR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 8778000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2612 | 143294 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2612 | 143294 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| ARVEST INVESTMENTS, INC. | 1025038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22082 | 1619756 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Vann Equity Management LLC | 2018412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4082 | 299432 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9100 | 667485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2134 | 157 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22459 | 1647368 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203595 | 14933693 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7164 | 525447 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7432 | 545166 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431 | 31614 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 1320 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184 | 13496 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3212 | 235600 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15301 | 1122328 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12400 | 909561 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rachor Investment Advisory Services, LLC | 2008792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 23472 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374 | 27433 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3577870 | 262436765 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66301 | 4863109 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| One Charles Private Wealth Services, LLC | 1800938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3472 | 254646 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3850 | 282398 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40022 | 2935650 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3481 | 255331 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 341 | 25013 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152176 | 11162117 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1960 | 143766 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11669 | 856 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5751 | 421813 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2928 | 214769 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1614 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1699 | 124622 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3241 | 237729 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67523 | 4952802 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25385 | 1861990 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4771676 | 350002435 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56483 | 4143023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Onex Canada Asset Management Inc. | 905790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92487 | 6783921 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20659 | 1515338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 403 | 29561 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1286042 | 94378250 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236 | 17311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Twelve Points Wealth Management LLC | 1877090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5382 | 394770 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 20025 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106065347 | 7779908643 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CGC Financial Services, LLC | 1992785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212 | 15550 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sterling Financial Planning, Inc. | 1844278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5027 | 368730 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23345 | 1712356 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5865 | 430197 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Firsthand Capital Management, Inc. | 1476179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 73350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4142 | 303816 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35534 | 2606419 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92431 | 6779842 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 88020 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Fruth Investment Management | 1416856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7231 | 530 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| WOODMONT INVESTMENT COUNSEL LLC | 1133653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5401 | 396163 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27475603 | 2015335480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17567 | 1288539 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13462 | 987438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1089 | 79900 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276638 | 20291397 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9681 | 710084 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165726 | 12156 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HERITAGE INVESTORS MANAGEMENT CORP | 937589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42702 | 3132 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Generali Investments, Management Co LLC | 2043136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10449 | 766434 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BURLING WEALTH PARTNERS, LLC | 2054946 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17425 | 1278124 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 80685 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18518 | 1358320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3522 | 258339 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1005607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2781 | 203986 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FRANKLIN STREET ADVISORS INC /NC | 1010873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5643 | 413914 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186100 | 13650435 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102339 | 7506566 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29897 | 2192945 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVERPAR ADVISORS LLC | 2010410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3468 | 254378 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| TCV Trust & Wealth Management, Inc. | 1135439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6540 | 479709 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Redhawk Wealth Advisors, Inc. | 1535811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4614 | 338458 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 3008 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3745 | 274696 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.