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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
58
shares
|
$3,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
58
shares
|
$3,812
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
56
shares
|
$3,680
0.0% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
54
shares
|
$3,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
53
shares
|
$3,483
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
53
shares
|
$3,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$3,352
0.0% of portfolio
|
Q2 2025
Added 82.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
50
shares
|
$3,286
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
50
shares
|
$3,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
47
shares
|
$3,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
47
shares
|
$3,089
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
44
shares
|
$2,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
42
shares
|
$2,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
42
shares
|
$2,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
41
shares
|
$2,694
0.0% of portfolio
|
Q1 2024
Added 20.59%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
41
shares
|
$2,694
0.0% of portfolio
|
Q2 2025
Reduced 86.05%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$2,563
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
38
shares
|
$2,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
37
shares
|
$2,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
37
shares
|
$2,432
0.0% of portfolio
|
Q2 2025
Added 60.87%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
37
shares
|
$2,432
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
36
shares
|
$2,366
0.0% of portfolio
|
Q2 2024
Reduced 73.53%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
34
shares
|
$2,234
0.0% of portfolio
|
Q4 2023
Reduced 50.72%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$2,103
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
32
shares
|
$2,103
0.0% of portfolio
|
Q2 2025
Added 190.91%
|