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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,074
shares
|
$727,894
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,060
shares
|
$726,973
0.02% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,023
shares
|
$724,541
0.01% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
11,012
shares
|
$723,818
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,992
shares
|
$722,504
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,943
shares
|
$719,283
0.02% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,898
shares
|
$716,325
0.01% of portfolio
|
Q2 2025
Reduced 88.39%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
10,866
shares
|
$714,222
0.05% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,859
shares
|
$713,762
0.01% of portfolio
|
Q2 2025
Added 93.12%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,834
shares
|
$712,118
0.06% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
10,800
shares
|
$709,884
0.15% of portfolio
|
Q2 2025
Added 122.54%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
10,745
shares
|
$706,268
0.58% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,737
shares
|
$705,743
0.01% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,687
shares
|
$702,456
0.06% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
10,668
shares
|
$701,207
0.08% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
10,655
shares
|
$700,353
0.1% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
10,651
shares
|
$700,090
0.13% of portfolio
|
Q2 2025
Reduced 42.8%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
10,627
shares
|
$698,512
0.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
10,550
shares
|
$693,451
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
10,452
shares
|
$687,009
0.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,329
shares
|
$678,925
0.03% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
10,285
shares
|
$676,033
0.12% of portfolio
|
Q2 2025
Added 40.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
10,269
shares
|
$674,981
0.1% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,265
shares
|
$674,718
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,242
shares
|
$673,206
0.04% of portfolio
|
Q2 2025
Reduced 5.69%
|