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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
3,611
shares
|
$237,351
0.0% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,609
shares
|
$237,219
0.04% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,606
shares
|
$237,022
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,604
shares
|
$236,890
0.03% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,603
shares
|
$236,825
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,600
shares
|
$236,628
0.01% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
3,600
shares
|
$236,628
0.03% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3,587
shares
|
$235,773
0.11% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
3,572
shares
|
$234,787
0.19% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
3,561
shares
|
$234,064
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,556
shares
|
$233,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,516
shares
|
$231,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,504
shares
|
$230,317
0.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$230,055
0.18% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,492
shares
|
$229,529
0.05% of portfolio
|
Q4 2023
Reduced 9.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,479
shares
|
$228,674
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,450
shares
|
$226,768
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
3,438
shares
|
$225,979
0.12% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
3,433
shares
|
$225,651
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,427
shares
|
$225,256
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,423
shares
|
$224,993
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
3,406
shares
|
$223,876
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,400
shares
|
$223,482
0.01% of portfolio
|
Q2 2025
Reduced 71.52%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,388
shares
|
$222,693
0.08% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,387
shares
|
$222,627
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|