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 1,784 institutions that hold shares in the stock, with a total of 720 Million shares, which have been reported (via 13F filing form) to have a value of $47.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,611
shares
|
$105,891
0.0% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,570
shares
|
$103,196
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,554
shares
|
$102,144
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,540
shares
|
$101,224
0.09% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,533
shares
|
$100,764
0.05% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$98,595
0.04% of portfolio
|
Q4 2024
Added 2359.02%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$98,595
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,483
shares
|
$97,477
0.01% of portfolio
|
Q4 2022
Added 21.16%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,473
shares
|
$96,820
0.03% of portfolio
|
Q3 2023
Added 36.39%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,472
shares
|
$96,754
0.09% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,454
shares
|
$95,571
0.01% of portfolio
|
Q1 2025
Reduced 35.64%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,432
shares
|
$94,125
0.05% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,431
shares
|
$94,059
0.04% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Oakmont Corp
|
Jul 16, 2025 Q2 2025 |
1,413
shares
|
$92,876
0.02% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,405
shares
|
$92,350
0.03% of portfolio
|
Q3 2023
Reduced 12.46%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,392
shares
|
$91,496
0.04% of portfolio
|
Q2 2025
Added 2259.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,390
shares
|
$91,364
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,353
shares
|
$88,932
0.03% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,340
shares
|
$88,078
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,339
shares
|
$88,012
0.03% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,325
shares
|
$87,092
0.01% of portfolio
|
Q1 2022
Reduced 1.85%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$85,974
0.0% of portfolio
|
Q2 2025
Reduced 90.22%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,300
shares
|
$85,449
0.03% of portfolio
|
Q3 2023
Reduced 22.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,290
shares
|
$84,791
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,288
shares
|
$84,660
0.01% of portfolio
|
Q2 2025
Added 9.06%
|