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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
2,636
shares
|
$173,264
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,581
shares
|
$169,649
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,575
shares
|
$169,254
0.01% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,446
shares
|
$160,775
0.1% of portfolio
|
Q1 2025
Reduced 30.05%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,442
shares
|
$160,512
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
2,409
shares
|
$158,343
0.0% of portfolio
|
Q2 2025
Reduced 84.18%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,356
shares
|
$154,859
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,331
shares
|
$153,216
0.02% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,327
shares
|
$152,953
0.02% of portfolio
|
Q2 2023
Added 14.24%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,306
shares
|
$151,573
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,304
shares
|
$151,441
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,297
shares
|
$150,981
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,297
shares
|
$150,981
0.01% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,258
shares
|
$148,418
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,240
shares
|
$147,235
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,238
shares
|
$147,103
0.01% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,238
shares
|
$147,103
0.01% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,230
shares
|
$146,577
0.01% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,225
shares
|
$146,249
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
2,225
shares
|
$146,249
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,221
shares
|
$145,986
0.06% of portfolio
|
Q2 2022
Reduced 80.72%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,184
shares
|
$143,554
0.09% of portfolio
|
Q3 2024
Reduced 40.72%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,172
shares
|
$142,765
0.02% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,130
shares
|
$140,004
0.08% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,084
shares
|
$136,981
0.12% of portfolio
|
Q1 2024
Reduced 2.8%
|