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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,204
shares
|
$473,518
0.02% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,186
shares
|
$472,335
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,158
shares
|
$470,495
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,142
shares
|
$469,443
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,131
shares
|
$468,720
0.1% of portfolio
|
Q4 2020
Reduced 1.84%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
7,130
shares
|
$468,654
0.04% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,062
shares
|
$464,185
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,987
shares
|
$459,255
0.09% of portfolio
|
Q2 2025
Added 66.99%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,935
shares
|
$455,837
0.16% of portfolio
|
Q2 2022
Reduced 71.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,914
shares
|
$454,457
0.02% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,904
shares
|
$453,799
0.09% of portfolio
|
Q3 2024
Reduced 49.3%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
6,901
shares
|
$453,602
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,895
shares
|
$453,208
0.02% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
6,825
shares
|
$448,607
0.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
6,812
shares
|
$447,752
0.29% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,811
shares
|
$447,687
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
6,801
shares
|
$447,029
0.27% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,800
shares
|
$446,964
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,799
shares
|
$446,898
0.01% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
6,790
shares
|
$446,306
0.13% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,743
shares
|
$443,217
0.06% of portfolio
|
Q2 2025
Added 57.66%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
6,691
shares
|
$439,799
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,664
shares
|
$438,024
0.28% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
6,660
shares
|
$437,761
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
6,655
shares
|
$437,433
0.18% of portfolio
|
Q2 2025
Reduced 0.89%
|