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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
161
shares
|
$10,582
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
160
shares
|
$10,516
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
153
shares
|
$10,056
0.01% of portfolio
|
Q2 2025
Added 96.15%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
152
shares
|
$9,990
0.01% of portfolio
|
Q1 2025
Added 913.33%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
150
shares
|
$9,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
149
shares
|
$9,793
0.0% of portfolio
|
Q2 2025
Added 52.04%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
148
shares
|
$9,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
145
shares
|
$9,530
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
142
shares
|
$9,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
135
shares
|
$8,873
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
133
shares
|
$8,742
0.0% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
128
shares
|
$8,413
0.0% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
127
shares
|
$8,347
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
124
shares
|
$8,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
122
shares
|
$8,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
120
shares
|
$7,887
0.01% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
120
shares
|
$7,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
120
shares
|
$7,887
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
118
shares
|
$7,756
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
116
shares
|
$7,624
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
114
shares
|
$7,493
0.0% of portfolio
|
Q2 2025
Reduced 66.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
112
shares
|
$7,361
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
110
shares
|
$7,230
0.0% of portfolio
|
Q2 2022
Reduced 94.79%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
110
shares
|
$7,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
101
shares
|
$6,638
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|