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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,262
shares
|
$82,951
0.01% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,250
shares
|
$82,162
0.08% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,218
shares
|
$80,059
0.02% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,216
shares
|
$79,927
0.03% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
1,210
shares
|
$79,533
0.1% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,200
shares
|
$78,876
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
1,200
shares
|
$78,876
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,184
shares
|
$77,824
0.07% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,163
shares
|
$76,443
0.0% of portfolio
|
Q4 2023
Reduced 22.93%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,140
shares
|
$74,932
0.01% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,124
shares
|
$73,880
0.04% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,117
shares
|
$73,420
0.0% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,102
shares
|
$72,434
0.01% of portfolio
|
Q1 2025
Reduced 43.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,089
shares
|
$71,579
0.01% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,086
shares
|
$71,382
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
1,085
shares
|
$71,317
0.03% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,075
shares
|
$70,659
0.02% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,068
shares
|
$70,199
0.02% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,049
shares
|
$68,950
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
1,025
shares
|
$67,373
0.04% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,009
shares
|
$66,321
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,003
shares
|
$65,927
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$65,730
0.15% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
974
shares
|
$64,021
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
948
shares
|
$62,312
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|