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 |
|---|---|---|---|---|---|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$190,617
0.19% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,891
shares
|
$190,025
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,874
shares
|
$188,908
0.0% of portfolio
|
Q1 2021
Added 32.3%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,838
shares
|
$186,541
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,836
shares
|
$186,410
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,835
shares
|
$186,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
2,830
shares
|
$186,015
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,817
shares
|
$185,161
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,808
shares
|
$184,569
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
2,807
shares
|
$184,504
0.05% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,794
shares
|
$183,649
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,787
shares
|
$183,189
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,761
shares
|
$181,480
0.06% of portfolio
|
Q2 2025
Added 37.43%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
2,753
shares
|
$180,954
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,747
shares
|
$180,560
0.0% of portfolio
|
Q2 2025
Added 66.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,741
shares
|
$180,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
2,739
shares
|
$180,034
0.08% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,739
shares
|
$180,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,735
shares
|
$179,771
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,733
shares
|
$179,640
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,728
shares
|
$179,311
0.02% of portfolio
|
Q4 2024
Added 9642.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,708
shares
|
$177,996
0.08% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,692
shares
|
$176,945
0.04% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,688
shares
|
$176,682
0.11% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$174,184
0.05% of portfolio
|
Q3 2024
New holding
|