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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,703
shares
|
$309,128
0.09% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,703
shares
|
$309,128
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
4,700
shares
|
$308,931
0.13% of portfolio
|
Q2 2025
Added 213.33%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,697
shares
|
$308,733
0.12% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,695
shares
|
$308,602
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,694
shares
|
$308,536
0.01% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
4,692
shares
|
$308,405
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,680
shares
|
$307,616
0.08% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,669
shares
|
$306,893
0.01% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
4,664
shares
|
$306,564
0.11% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
4,662
shares
|
$306,433
0.01% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
4,634
shares
|
$304,592
0.24% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,633
shares
|
$304,527
0.02% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
4,629
shares
|
$304,264
0.04% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,593
shares
|
$301,897
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
4,586
shares
|
$301,437
0.07% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,563
shares
|
$299,925
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
4,561
shares
|
$299,794
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,550
shares
|
$299,071
0.15% of portfolio
|
Q4 2023
Reduced 17.27%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
4,545
shares
|
$298,742
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
4,543
shares
|
$298,611
0.22% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,539
shares
|
$298,348
0.01% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,518
shares
|
$296,968
0.09% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
4,512
shares
|
$296,573
0.02% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,510
shares
|
$296,442
0.03% of portfolio
|
Q2 2025
Reduced 21.65%
|