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 1,788 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 |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
5,590
shares
|
$367,430
0.2% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,579
shares
|
$366,707
0.03% of portfolio
|
Q1 2024
Reduced 13.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,573
shares
|
$366,313
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,564
shares
|
$365,721
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
5,560
shares
|
$365,458
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,548
shares
|
$364,670
0.28% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
5,540
shares
|
$364,144
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,534
shares
|
$363,749
0.03% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,500
shares
|
$361,515
0.06% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,457
shares
|
$358,688
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
5,450
shares
|
$358,228
0.11% of portfolio
|
Q2 2025
Reduced 60.82%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
5,411
shares
|
$355,665
0.02% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
5,411
shares
|
$355,665
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,391
shares
|
$354,350
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,365
shares
|
$352,641
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
5,347
shares
|
$351,458
0.0% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
5,339
shares
|
$350,932
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,337
shares
|
$350,801
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
5,333
shares
|
$350,538
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,329
shares
|
$350,275
0.0% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,316
shares
|
$349,420
0.09% of portfolio
|
Q2 2025
Added 3064.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,311
shares
|
$349,092
0.01% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,303
shares
|
$348,566
0.02% of portfolio
|
Q2 2025
Reduced 32.29%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,290
shares
|
$347,711
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
5,281
shares
|
$347,120
0.0% of portfolio
|
Q2 2025
Added 8.64%
|