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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
4,228
shares
|
$277,906
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
4,219
shares
|
$277,314
0.14% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,192
shares
|
$275,540
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
4,189
shares
|
$275,342
0.05% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4,189
shares
|
$275,342
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,183
shares
|
$274,948
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,168
shares
|
$273,962
0.02% of portfolio
|
Q2 2025
Reduced 66.32%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,168
shares
|
$273,962
0.04% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
4,167
shares
|
$273,896
0.1% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,146
shares
|
$272,516
0.1% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,136
shares
|
$271,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,108
shares
|
$270,018
0.01% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,084
shares
|
$268,441
0.09% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,065
shares
|
$267,192
0.01% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,057
shares
|
$266,666
0.01% of portfolio
|
Q2 2025
Added 32.11%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
4,051
shares
|
$266,272
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
4,047
shares
|
$266,009
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,044
shares
|
$265,812
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,043
shares
|
$265,746
0.03% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,031
shares
|
$264,957
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,029
shares
|
$264,826
0.02% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,021
shares
|
$264,300
0.05% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,014
shares
|
$263,840
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,013
shares
|
$263,774
0.05% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,005
shares
|
$263,248
0.03% of portfolio
|
Q2 2025
Reduced 6.49%
|