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 1,786 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,461
shares
|
$424,681
0.0% of portfolio
|
Q2 2024
Added 4.97%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,448
shares
|
$423,827
0.33% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
6,442
shares
|
$423,432
0.08% of portfolio
|
Q2 2025
Added 51.01%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
6,439
shares
|
$423,235
0.0% of portfolio
|
Q2 2025
Reduced 74.41%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,393
shares
|
$420,211
0.12% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
6,387
shares
|
$419,817
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
6,371
shares
|
$418,765
0.02% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,359
shares
|
$417,977
0.05% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
6,349
shares
|
$417,319
0.37% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
6,308
shares
|
$414,624
0.06% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
6,304
shares
|
$414,361
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,286
shares
|
$413,178
0.03% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
6,280
shares
|
$412,784
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
6,268
shares
|
$411,995
0.0% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
6,265
shares
|
$411,798
0.31% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
6,258
shares
|
$411,338
0.03% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
6,256
shares
|
$411,206
0.04% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,246
shares
|
$410,549
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,240
shares
|
$410,155
0.01% of portfolio
|
Q2 2025
Added 73.24%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,206
shares
|
$407,920
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
6,197
shares
|
$407,328
0.03% of portfolio
|
Q2 2025
Added 122.27%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,186
shares
|
$406,605
0.01% of portfolio
|
Q2 2025
Added 57.32%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
6,183
shares
|
$406,408
0.25% of portfolio
|
Q2 2025
Reduced 29.6%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
6,155
shares
|
$404,568
0.04% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
6,143
shares
|
$403,779
0.02% of portfolio
|
Q2 2025
Reduced 0.89%
|