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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
7,661
shares
|
$503,557
0.06% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
7,647
shares
|
$502,637
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
7,607
shares
|
$500,008
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,603
shares
|
$499,745
0.04% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,587
shares
|
$498,693
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,569
shares
|
$497,510
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
7,566
shares
|
$497,313
0.45% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,562
shares
|
$497,050
0.08% of portfolio
|
Q3 2023
Reduced 1.73%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
7,538
shares
|
$495,472
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,525
shares
|
$494,618
0.02% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,498
shares
|
$492,843
0.01% of portfolio
|
Q2 2025
Added 38.85%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,477
shares
|
$491,463
0.08% of portfolio
|
Q4 2022
Reduced 1.58%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,462
shares
|
$490,477
0.03% of portfolio
|
Q3 2023
Added 5.81%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
7,460
shares
|
$490,345
0.47% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
7,445
shares
|
$489,359
0.07% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,401
shares
|
$486,467
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7,392
shares
|
$485,876
0.08% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,354
shares
|
$483,378
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
7,351
shares
|
$483,181
0.21% of portfolio
|
Q1 2022
Added 14.31%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,347
shares
|
$482,918
0.07% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,346
shares
|
$482,852
0.08% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,286
shares
|
$478,908
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
7,281
shares
|
$478,580
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
7,236
shares
|
$475,622
0.02% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,212
shares
|
$474,044
0.01% of portfolio
|
Q2 2025
Added 8.96%
|