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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
939
shares
|
$61,720
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
939
shares
|
$61,720
0.0% of portfolio
|
Q2 2023
Reduced 15.63%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
929
shares
|
$61,063
0.01% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
923
shares
|
$60,668
0.01% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
923
shares
|
$60,668
0.02% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
912
shares
|
$59,945
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
903
shares
|
$59,354
0.03% of portfolio
|
Q3 2023
Added 90.91%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
901
shares
|
$59,222
0.01% of portfolio
|
Q2 2025
Added 2152.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
896
shares
|
$58,894
0.02% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
896
shares
|
$58,894
0.02% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
890
shares
|
$58,499
0.04% of portfolio
|
Q4 2023
Added 1680.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
882
shares
|
$57,973
0.1% of portfolio
|
Q4 2024
Added 530.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
881
shares
|
$57,908
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
872
shares
|
$57,316
0.01% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
859
shares
|
$56,462
0.02% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
849
shares
|
$55,804
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
847
shares
|
$55,673
0.02% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
847
shares
|
$55,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
830
shares
|
$54,555
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
803
shares
|
$52,781
0.0% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
802
shares
|
$52,715
0.01% of portfolio
|
Q2 2024
Reduced 40.68%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
800
shares
|
$52,584
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
799
shares
|
$52,518
0.02% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
787
shares
|
$51,729
0.02% of portfolio
|
Q2 2023
Added 14.72%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
786
shares
|
$51,663
0.02% of portfolio
|
Q4 2024
New holding
|