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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
101
shares
|
$6,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$6,573
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
100
shares
|
$6,573
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
100
shares
|
$6,573
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
97
shares
|
$6,375
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
90
shares
|
$5,915
0.0% of portfolio
|
Q2 2022
Reduced 46.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
90
shares
|
$5,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
90
shares
|
$5,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
87
shares
|
$5,718
0.0% of portfolio
|
Q1 2024
Reduced 84.41%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
86
shares
|
$5,652
0.0% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
84
shares
|
$5,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
83
shares
|
$5,455
0.0% of portfolio
|
Q2 2025
Reduced 58.29%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
81
shares
|
$5,324
0.0% of portfolio
|
Q2 2025
Reduced 96.75%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
81
shares
|
$5,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
79
shares
|
$5,192
0.0% of portfolio
|
Q2 2025
Added 426.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
77
shares
|
$5,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
76
shares
|
$4,995
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
75
shares
|
$4,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
66
shares
|
$4,338
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
66
shares
|
$4,338
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
65
shares
|
$4,272
0.0% of portfolio
|
Q3 2022
Reduced 8.45%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
65
shares
|
$4,272
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
62
shares
|
$4,075
0.0% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
62
shares
|
$4,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
60
shares
|
$3,943
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|