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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,856
shares
|
$384,914
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,856
shares
|
$384,914
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
5,854
shares
|
$384,783
0.11% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,853
shares
|
$384,717
0.01% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
5,846
shares
|
$384,257
0.18% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
5,840
shares
|
$383,863
0.05% of portfolio
|
Q3 2023
Reduced 55.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,807
shares
|
$381,694
0.01% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5,803
shares
|
$381,431
0.06% of portfolio
|
Q3 2022
Reduced 5.99%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,770
shares
|
$379,262
0.02% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,742
shares
|
$377,421
0.02% of portfolio
|
Q3 2022
Reduced 15.52%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,736
shares
|
$377,027
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,735
shares
|
$376,961
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,731
shares
|
$376,698
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
5,727
shares
|
$376,435
0.25% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,725
shares
|
$376,304
0.12% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,707
shares
|
$375,121
0.01% of portfolio
|
Q2 2025
Added 52.68%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,674
shares
|
$372,952
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5,663
shares
|
$372,228
0.08% of portfolio
|
Q2 2025
Added 28.82%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,660
shares
|
$372,031
0.22% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
5,640
shares
|
$370,717
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,640
shares
|
$370,717
0.05% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,638
shares
|
$370,585
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
5,634
shares
|
$370,322
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,610
shares
|
$368,745
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
5,606
shares
|
$368,482
0.08% of portfolio
|
Q2 2025
Added 11.92%
|