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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,994
shares
|
$788,365
0.02% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
11,882
shares
|
$781,003
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,861
shares
|
$779,623
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
11,758
shares
|
$772,853
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,698
shares
|
$768,909
0.03% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
11,654
shares
|
$766,017
0.28% of portfolio
|
Q2 2025
Added 90.33%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
11,644
shares
|
$765,360
0.1% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
11,626
shares
|
$764,176
0.79% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
11,576
shares
|
$760,890
0.17% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,565
shares
|
$760,167
0.07% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,562
shares
|
$759,970
0.03% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,518
shares
|
$757,078
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
11,490
shares
|
$755,237
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,481
shares
|
$754,646
0.25% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
11,470
shares
|
$753,923
0.29% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,459
shares
|
$753,200
0.02% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
11,450
shares
|
$752,608
0.03% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
11,425
shares
|
$750,965
0.42% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
11,312
shares
|
$743,537
0.36% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,261
shares
|
$740,185
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,248
shares
|
$739,331
0.31% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,240
shares
|
$738,805
0.1% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
11,161
shares
|
$733,612
0.02% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
11,086
shares
|
$728,682
0.24% of portfolio
|
Q2 2025
Reduced 50.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,085
shares
|
$728,617
0.0% of portfolio
|
Q2 2025
Added 45.74%
|