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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
8,803
shares
|
$578,621
0.12% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
8,800
shares
|
$578,424
0.06% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,674
shares
|
$570,142
0.19% of portfolio
|
Q3 2022
Reduced 10.34%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
8,644
shares
|
$568,170
0.1% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
8,639
shares
|
$567,841
0.0% of portfolio
|
Q2 2025
Added 340.32%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,625
shares
|
$566,921
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
8,603
shares
|
$565,475
0.08% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
8,600
shares
|
$565,278
0.18% of portfolio
|
Q3 2020
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,594
shares
|
$564,883
0.02% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,579
shares
|
$563,897
0.18% of portfolio
|
Q2 2025
Reduced 72.85%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
8,578
shares
|
$563,831
0.11% of portfolio
|
Q1 2021
Reduced 0.03%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
8,542
shares
|
$561,465
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
8,535
shares
|
$561,005
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
8,500
shares
|
$558,705
0.05% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
8,468
shares
|
$556,601
0.04% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
8,458
shares
|
$555,944
0.04% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,353
shares
|
$549,042
0.16% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,340
shares
|
$548,188
0.07% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,333
shares
|
$547,728
0.09% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,318
shares
|
$546,742
0.01% of portfolio
|
Q2 2025
Added 50.8%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
8,285
shares
|
$544,573
0.16% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,251
shares
|
$542,338
0.03% of portfolio
|
Q4 2024
Added 57.22%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,223
shares
|
$540,497
0.32% of portfolio
|
Q4 2022
Reduced 7.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,221
shares
|
$540,366
0.02% of portfolio
|
Q2 2025
Reduced 92.6%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
8,192
shares
|
$538,460
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|