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 |
|---|---|---|---|---|---|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
29,906
shares
|
$1.97 Million
0.23% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
29,796
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 74.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
29,655
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
29,577
shares
|
$1.94 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
29,541
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
29,227
shares
|
$1.92 Million
0.12% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
28,900
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
28,818
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
28,799
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28,341
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Added 67.5%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
28,250
shares
|
$1.86 Million
0.42% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
28,082
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
28,060
shares
|
$1.84 Million
0.37% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
27,922
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
27,830
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
27,775
shares
|
$1.83 Million
0.77% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
27,663
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
27,611
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
27,459
shares
|
$1.8 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
27,174
shares
|
$1.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,156
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 43.59%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
26,636
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,629
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
26,611
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26,489
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.07%
|