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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,799
shares
|
$249,708
0.13% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,799
shares
|
$249,708
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
3,785
shares
|
$248,788
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,782
shares
|
$248,590
0.03% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,780
shares
|
$248,459
0.0% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,776
shares
|
$248,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,770
shares
|
$247,802
0.03% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
3,762
shares
|
$247,276
0.12% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,760
shares
|
$247,144
0.07% of portfolio
|
Q4 2023
Reduced 5.65%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
3,752
shares
|
$246,618
0.01% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,750
shares
|
$246,487
0.03% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
3,741
shares
|
$245,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,740
shares
|
$245,830
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,738
shares
|
$245,698
0.02% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
3,726
shares
|
$244,909
0.12% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
3,694
shares
|
$242,806
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,688
shares
|
$242,412
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
3,678
shares
|
$241,754
0.03% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
3,674
shares
|
$241,492
0.07% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,674
shares
|
$241,492
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,667
shares
|
$241,031
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
3,661
shares
|
$240,637
0.02% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,634
shares
|
$238,862
0.07% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
3,632
shares
|
$238,731
0.06% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,624
shares
|
$238,205
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|