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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,499
shares
|
$295,719
0.06% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,489
shares
|
$295,061
0.03% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,480
shares
|
$294,470
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
4,463
shares
|
$293,352
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
4,402
shares
|
$289,343
0.08% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
4,390
shares
|
$288,554
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
4,375
shares
|
$287,568
0.09% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
4,363
shares
|
$286,779
0.07% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,353
shares
|
$286,122
0.02% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$285,596
0.01% of portfolio
|
Q3 2023
Reduced 13.99%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,343
shares
|
$285,465
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
4,341
shares
|
$285,333
0.06% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
4,337
shares
|
$285,071
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
4,328
shares
|
$284,479
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,313
shares
|
$283,493
0.03% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
4,310
shares
|
$283,296
0.06% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
4,309
shares
|
$283,230
0.44% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
4,303
shares
|
$282,836
0.17% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,296
shares
|
$282,376
0.05% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
4,283
shares
|
$281,521
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
4,275
shares
|
$280,995
0.12% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,270
shares
|
$280,667
0.01% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
4,259
shares
|
$279,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,254
shares
|
$279,615
0.12% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
4,231
shares
|
$278,103
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|