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 |
|---|---|---|---|---|---|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
15,267
shares
|
$1 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
15,253
shares
|
$1 Million
0.82% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
15,217
shares
|
$1 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
15,150
shares
|
$995,809
0.72% of portfolio
|
Q3 2022
Added 146.34%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
15,120
shares
|
$993,837
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,078
shares
|
$991,076
0.01% of portfolio
|
Q2 2025
Added 77.53%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
15,000
shares
|
$985,950
1.61% of portfolio
|
Q2 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
14,930
shares
|
$981,348
0.12% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
14,916
shares
|
$980,428
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
14,852
shares
|
$976,221
0.03% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
14,832
shares
|
$974,907
0.58% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Knowledge Leaders Capital, LLC
|
Jul 11, 2024 Q2 2024 |
14,705
shares
|
$966,559
2.2% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
14,703
shares
|
$966,428
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
14,655
shares
|
$963,273
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
14,587
shares
|
$958,803
0.02% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
14,500
shares
|
$953,085
0.02% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,496
shares
|
$952,822
0.07% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
14,398
shares
|
$946,380
0.7% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
14,341
shares
|
$942,633
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,309
shares
|
$940,530
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
14,300
shares
|
$939,939
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
14,286
shares
|
$939,018
0.09% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
14,275
shares
|
$938,295
0.03% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
14,142
shares
|
$929,553
0.02% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
13,800
shares
|
$907,074
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|