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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
10,209
shares
|
$671,037
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
10,206
shares
|
$670,840
0.05% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
10,206
shares
|
$670,840
0.1% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
10,187
shares
|
$669,591
0.01% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
10,176
shares
|
$668,868
0.36% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
10,107
shares
|
$664,333
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,062
shares
|
$661,375
0.02% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10,051
shares
|
$660,652
0.03% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
10,018
shares
|
$658,483
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
10,011
shares
|
$658,023
0.02% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$657,300
0.17% of portfolio
|
Q2 2020
New holding
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$657,300
0.55% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,957
shares
|
$654,473
0.82% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,903
shares
|
$650,924
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,868
shares
|
$648,623
0.38% of portfolio
|
Q3 2022
Added 5.91%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
9,865
shares
|
$648,426
0.11% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9,763
shares
|
$641,721
0.21% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
9,730
shares
|
$639,552
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,729
shares
|
$639,487
0.02% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,705
shares
|
$637,909
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
9,687
shares
|
$636,726
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
9,594
shares
|
$630,613
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
9,569
shares
|
$628,970
0.39% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,506
shares
|
$624,829
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
9,505
shares
|
$624,763
0.06% of portfolio
|
Q2 2025
Added 17.85%
|