13F

Stock

CARRIER GLOBAL Corp

CARR · held by 41 managers

Reported value

$1.17B

Holders

41

+0 new · −0 exited

Holders’ est. mark

−$31.2M

Price effect on 21 books still in the name

Largest holder

$689.3M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY11.5M$689.3MHeld
BANK OF AMERICA CORP /DE/5.12M$305.9MHeld
BARCLAYS PLC1.65M$98.6M−$22.3MCut−$49.7M
Swiss Life Asset Management Ltd324.1K$19.4M−$4.37MCut−$6.12M
AIA Group Ltd216.7K$12.9MHeld
Allworth Financial LP177.8K$10.6MHeld
CapWealth Advisors, LLC108K$6.45MHeld
IFP Advisors, Inc91.9K$5.49MHeld
OP Asset Management Ltd83.6K$4.99M−$1.12MCut−$1.07M
Sanctuary Advisors, LLC62.3K$3.72M−$839.7KCut−$1.63M
Savant Capital, LLC42.8K$2.56M−$577.4KCut−$743.1K
Kentucky Farm Bureau Mutual Insurance Co40K$2.39M−$539.6KCut−$539.6K
PEAK6 LLC38.5K$2.3M−$518.8KCut−$6.87M
Cresset Asset Management, LLC32.3K$1.93M−$436.4KCut−$440.9K
Leonteq Securities AG14K$834.8K−$96.1KAdded$313.4K
Cornerstone National Bank & Trust Co13.5K$807K−$179.8KCut−$168.7K
Medallion Wealth Advisors, LLC12.8K$766.3K−$184.7KCut−$203.5K
Virtue Capital Management, LLC1.08K$513.9KHeld
Pine Valley Investments Ltd Liability Co8.4K$501.2K−$112.9KCut−$111.6K
Farmers National Bank6.7K$400KHeld
Keel Point, LLC5.96K$355.9KHeld
GROUPAMA ASSET MANAGMENT4.98K$297.4KHeld
Parsonex Advisory Services, Inc.4.64K$277.2K−$62.4KCut−$61.5K
NWAM LLC3.96K$230.3K−$44.3KCut−$68.4K
BROADWATER CAPITAL MANAGEMENT LLC3.77K$225K$221.2KCut−$50.8K
Roehl & Yi Investment Advisors, LLC3.6K$215.2K−$48.6KCut−$139.3K
AllSquare Wealth Management LLC2.69K$160.5KHeld
MV CAPITAL MANAGEMENT, INC.2.17K$129.3KHeld
Nalls Sherbakoff Group, LLC700$41.8K−$9.44KCut−$24.1K
Prestige Wealth Management Group LLC647$38.6K−$8.73KCut−$8.73K
Cape Investment Advisory, Inc.287$17.1KHeld
KBC Group NV159.1K$9.5KHeld
Aventura Private Wealth, LLC157$9.37K−$2.12KCut−$2.12K
Scarborough Advisors, LLC122$7.28KHeld
Holos Integrated Wealth LLC120$6.8KHeld
Kilter Group LLC52$3.1KHeld
Principia Wealth Advisory, LLC39$2.33KHeld
NEW MEXICO EDUCATIONAL RETIREMENT BOARD36K$2.15KHeld
Lipe & Dalton15.3K$912Held
Essential Partners LLC14$841−$184Cut−$27.8K
Catherine Avery Investment Management LLC13$776−$175Cut−$175

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.