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 |
|---|---|---|---|---|---|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
347
shares
|
$22,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
345
shares
|
$22,676
0.0% of portfolio
|
Q2 2025
Reduced 46.01%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
341
shares
|
$22,413
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
335
shares
|
$22,019
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
325
shares
|
$21,362
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
320
shares
|
$21,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
316
shares
|
$20,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
308
shares
|
$20,244
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
302
shares
|
$19,850
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
301
shares
|
$19,784
0.0% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
300
shares
|
$19,719
0.0% of portfolio
|
Q3 2023
Reduced 71.29%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
300
shares
|
$19,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
300
shares
|
$19,719
0.01% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$19,719
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
296
shares
|
$19,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
292
shares
|
$19,193
0.01% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
290
shares
|
$19,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
288
shares
|
$18,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
285
shares
|
$18,733
0.0% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
273
shares
|
$17,944
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
272
shares
|
$17,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
265
shares
|
$17,418
0.01% of portfolio
|
Q1 2025
Added 165.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
263
shares
|
$17,286
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
255
shares
|
$16,761
0.01% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
255
shares
|
$16,761
0.01% of portfolio
|
Q2 2025
Added 29.44%
|