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 1,782 institutions that hold shares in the stock, with a total of 722 Million shares, which have been reported (via 13F filing form) to have a value of $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
38,397
shares
|
$2.52 Million
0.68% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
38,301
shares
|
$2.52 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
37,673
shares
|
$2.48 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
37,257
shares
|
$2.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
37,188
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
37,167
shares
|
$2.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
37,147
shares
|
$2.44 Million
1.31% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
37,017
shares
|
$2.43 Million
0.08% of portfolio
|
Q2 2025
Added 89.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,902
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,526
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
36,368
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2022
Reduced 2.47%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
36,216
shares
|
$2.38 Million
0.17% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
36,077
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
36,025
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,855
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
35,823
shares
|
$2.35 Million
0.19% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
35,710
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
35,657
shares
|
$2.34 Million
2.2% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
35,524
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
35,372
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
35,220
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
35,169
shares
|
$2.31 Million
0.92% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
35,047
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2023
Added 5.37%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
34,762
shares
|
$2.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.57%
|