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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
597
shares
|
$39,240
0.0% of portfolio
|
Q2 2025
Added 41.13%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
596
shares
|
$39,175
0.0% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
595
shares
|
$39,109
0.0% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
590
shares
|
$38,780
0.01% of portfolio
|
Q2 2022
Added 20.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
587
shares
|
$38,583
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
577
shares
|
$37,926
0.03% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
567
shares
|
$37,268
0.01% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
558
shares
|
$36,677
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
550
shares
|
$36,151
0.03% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
536
shares
|
$35,231
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
534
shares
|
$35,099
0.01% of portfolio
|
Q2 2024
Added 8.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
533
shares
|
$35,034
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
531
shares
|
$34,902
0.0% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
527
shares
|
$34,639
0.01% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
523
shares
|
$34,376
0.12% of portfolio
|
Q1 2025
Added 86.79%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
515
shares
|
$33,850
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
515
shares
|
$33,850
0.01% of portfolio
|
Q2 2024
Added 24.1%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
502
shares
|
$32,996
0.01% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$32,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
500
shares
|
$32,865
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
500
shares
|
$32,865
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
487
shares
|
$32,010
0.01% of portfolio
|
Q2 2025
Added 387.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
486
shares
|
$31,944
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
481
shares
|
$31,616
0.02% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
461
shares
|
$30,301
0.0% of portfolio
|
Q3 2022
New holding
|