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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,922
shares
|
$849,363
0.02% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
12,915
shares
|
$848,902
0.03% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
12,876
shares
|
$846,339
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,831
shares
|
$843,381
0.04% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
12,807
shares
|
$841,804
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
12,787
shares
|
$840,489
0.02% of portfolio
|
Q2 2025
Added 552.73%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,775
shares
|
$839,700
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
12,755
shares
|
$838,386
0.05% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
12,623
shares
|
$829,709
0.5% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,618
shares
|
$829,381
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
12,617
shares
|
$829,315
0.09% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
12,570
shares
|
$826,226
0.07% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,546
shares
|
$824,648
0.0% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
12,478
shares
|
$820,178
0.03% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
12,466
shares
|
$819,390
0.21% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
12,457
shares
|
$818,798
0.11% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,397
shares
|
$814,854
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
12,349
shares
|
$811,699
0.07% of portfolio
|
Q2 2025
Added 121.79%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,294
shares
|
$808,084
0.07% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
12,287
shares
|
$807,624
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
12,223
shares
|
$803,417
0.04% of portfolio
|
Q2 2025
Added 45.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,163
shares
|
$799,473
0.02% of portfolio
|
Q2 2025
Added 120.9%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,146
shares
|
$798,356
0.0% of portfolio
|
Q3 2022
Reduced 53.28%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,017
shares
|
$789,877
0.05% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
12,000
shares
|
$788,760
0.25% of portfolio
|
Q1 2025
Reduced 2.89%
|