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 |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,747
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2022
Added 32.91%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
20,723
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,589
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2022
Reduced 7.76%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
20,555
shares
|
$1.35 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
20,450
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
20,399
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2023
Added 1.99%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
20,237
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 65.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,128
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
20,091
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
20,056
shares
|
$1.32 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
20,022
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Reduced 30.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,015
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,987
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,982
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
19,865
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
19,834
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
19,667
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,616
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
19,477
shares
|
$1.28 Million
1.06% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
19,420
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
19,385
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,363
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
19,309
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
19,212
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
19,211
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
New holding
|