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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$30,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
460
shares
|
$30,235
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
458
shares
|
$30,104
0.02% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
443
shares
|
$29,118
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
442
shares
|
$29,052
0.01% of portfolio
|
Q2 2023
Reduced 7.72%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
438
shares
|
$28,789
0.02% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
435
shares
|
$28,592
0.04% of portfolio
|
Q2 2025
Reduced 63.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
433
shares
|
$28,461
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
423
shares
|
$27,803
0.02% of portfolio
|
Q3 2023
Reduced 14.89%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
419
shares
|
$27,540
0.0% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
418
shares
|
$27,475
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
403
shares
|
$26,489
0.0% of portfolio
|
Q4 2023
Reduced 53.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
400
shares
|
$26,292
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$26,292
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
396
shares
|
$26,029
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
394
shares
|
$25,897
0.0% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
380
shares
|
$24,977
0.01% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
363
shares
|
$23,859
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
362
shares
|
$23,794
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
356
shares
|
$23,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
354
shares
|
$23,268
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
353
shares
|
$23,202
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
353
shares
|
$23,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
350
shares
|
$23,005
0.0% of portfolio
|
Q2 2025
Reduced 85.13%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
347
shares
|
$22,808
0.01% of portfolio
|
Q2 2025
Added 0.29%
|