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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
4,004
shares
|
$263,182
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,002
shares
|
$263,051
0.02% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,001
shares
|
$262,985
0.04% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$262,920
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$262,920
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,998
shares
|
$262,788
0.04% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
3,997
shares
|
$262,722
0.03% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
3,982
shares
|
$261,736
0.04% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,952
shares
|
$259,764
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,947
shares
|
$259,436
0.06% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,946
shares
|
$259,370
0.08% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
3,942
shares
|
$259,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
3,937
shares
|
$258,779
0.01% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,932
shares
|
$258,450
0.01% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,909
shares
|
$256,938
0.04% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,908
shares
|
$256,872
0.02% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,904
shares
|
$256,609
0.16% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,860
shares
|
$253,717
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,857
shares
|
$253,520
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,855
shares
|
$253,389
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,847
shares
|
$252,863
0.02% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
3,813
shares
|
$250,628
0.07% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,807
shares
|
$250,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,806
shares
|
$250,168
0.04% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
3,803
shares
|
$249,971
0.0% of portfolio
|
Q2 2025
Added 4.19%
|