Free Trial

Carrier Global (CARR) Institutional Ownership

Carrier Global logo
$62.49 +1.67 (+2.75%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
879
Total
Institutional Inflows
(last 12 months)
$6.05B
Number of
Institutional Sellers
(last 12 months)
678
Total
Institutional Outflows
(last 12 months)
$6.15B
Get CARR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Carrier Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CARR Institutional Buying and Selling by Quarter

Carrier Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025State of Michigan Retirement System219,125$13.89M0.1%-3.2%0.025%
4/30/2025MJP Associates Inc. ADV14,192$900K0.2%+30.6%0.002%
4/30/2025Cerity Partners LLC172,901$10.96M0.0%+32.2%0.020%
4/30/2025Code Waechter LLC3,383$214K0.2%+5.1%0.000%
4/30/2025Telos Capital Management Inc.110,826$7.03M0.8%+2.4%0.013%
4/30/2025Allworth Financial LP166,311$10.03M0.1%-0.8%0.019%
4/30/2025Alpine Woods Capital Investors LLC104,262$6.61M1.7%-12.1%0.012%
4/30/2025Quotient Wealth Partners LLC15,104$958K0.0%+2.7%0.002%
4/30/2025Nisa Investment Advisors LLC245,212$15.55M0.1%+1.0%0.028%
4/30/2025Axxcess Wealth Management LLC7,017$445K0.0%-5.9%0.001%
4/30/2025New Mexico Educational Retirement Board39,017$2.47M0.1%-2.5%0.005%
4/30/2025Court Place Advisors LLC4,839$307K0.1%-5.2%0.001%
4/30/2025Rehmann Capital Advisory Group11,933$757K0.0%+3.9%0.001%
4/30/2025Greenleaf Trust25,009$1.59M0.0%+6.5%0.003%
4/30/2025DekaBank Deutsche Girozentrale1,256,533$78.88M0.2%-6.0%0.145%
4/30/2025Valeo Financial Advisors LLC12,159$771K0.0%+2.1%0.001%
4/30/2025CapWealth Advisors LLC105,736$6.70M0.7%+5.9%0.012%
4/30/2025M&T Bank Corp299,009$18.96M0.1%-2.3%0.035%
4/30/2025Stratos Wealth Partners LTD.18,654$1.18M0.0%-5.2%0.002%
4/30/2025Stratos Wealth Advisors LLC4,863$308K0.0%+9.3%0.001%
4/30/2025Brown Advisory Inc.9,673,979$613.33M0.9%+82.6%1.120%
4/30/2025Crossmark Global Holdings Inc.43,969$2.79M0.0%+10.7%0.005%
4/29/2025 U.S. Capital Wealth Advisors LLC111,159$7.05M0.2%+0.2%0.013%
4/29/2025 Richard Bernstein Advisors LLC62,416$3.96M0.1%-5.5%0.007%
4/29/2025 Financial Counselors Inc.6,871$436K0.0%-20.5%0.001%
4/29/2025 TD Private Client Wealth LLC21,712$1.38M0.0%+60.2%0.003%
4/29/2025 Heritage Wealth Management Inc.4,946$314K0.1%-18.0%0.001%
4/29/2025 Envestnet Asset Management Inc.2,651,545$168.11M0.1%+13.0%0.307%
4/29/2025 Hexagon Capital Partners LLC698$44K0.0%-24.2%0.000%
4/29/2025 Penserra Capital Management LLC8,180$517K0.0%-22.9%0.001%
4/29/2025 Meridian Investment Counsel Inc.3,834$243K0.1%-19.1%0.000%
4/29/2025 Lee Danner & Bass Inc.34,593$2.19M0.2%-0.6%0.004%
4/29/2025 Proffitt & Goodson Inc.8,406$533K0.1%+3.3%0.001%
4/29/2025 Concurrent Investment Advisors LLC34,021$2.16M0.1%+24.0%0.004%
4/29/2025 Simmons Bank10,572$670K0.1%-3.1%0.001%
4/29/2025 HM Payson & Co.88,383$5.60M0.1%-1.6%0.010%
4/29/2025 Bank of New York Mellon Corp5,472,286$346.94M0.1%-2.6%0.633%
4/29/2025 World Investment Advisors5,516$350K0.0%+38.2%0.001%
4/29/2025 Groesbeck Investment Management Corp NJ6,036$383K0.5%-17.3%0.001%
4/29/2025 Impax Asset Management Group plc3,265,007$207.00M1.2%-6.8%0.378%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/29/2025 Kintegral Advisory LLC17,968$1.14M0.2%-32.9%0.002%
4/29/2025 IFM Investors Pty Ltd189,986$12.05M0.1%+8.1%0.022%
4/29/2025 OneDigital Investment Advisors LLC20,893$1.33M0.0%+4.3%0.002%
4/29/2025 Hartline Investment Corp29,774$1.89M0.3%-7.6%0.003%
4/29/2025 Calamos Advisors LLC286,902$18.19M0.1%+1.1%0.033%
4/29/2025 Checchi Capital Advisers LLC9,150$580K0.0%+5.2%0.001%
4/28/2025 North Capital Inc.882$56K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.106,559$6.76M0.1%-3.3%0.012%
4/28/2025 Principal Financial Group Inc.2,608,946$165.41M0.1%-2.2%0.302%
4/28/2025 Mutual Advisors LLC5,506$331K0.0%+5.7%0.001%
4/28/2025 Oregon Public Employees Retirement Fund69,368$4.40M0.1%-3.0%0.008%
4/28/2025 Buffington Mohr McNeal13,200$837K0.2%-8.4%0.002%
4/28/2025 Resonant Capital Advisors LLC10,063$638K0.0%+3.2%0.001%
4/28/2025 Teacher Retirement System of Texas155,573$9.86M0.0%+224.6%0.018%
4/28/2025 First Horizon Advisors Inc.7,189$456K0.0%-8.3%0.001%
4/28/2025 Private Trust Co. NA11,204$710K0.1%+1.9%0.001%
4/28/2025 Pinnacle Financial Partners Inc3,780$243K0.0%-31.3%0.000%
4/28/2025 Kanawha Capital Management LLC133,842$8.49M0.7%-1.6%0.015%
4/28/2025 First Bank & Trust5,128$325K0.1%+7.0%0.001%
4/28/2025 FSM Wealth Advisors LLC7,313$464K0.1%+6.8%0.001%
4/28/2025 Keybank National Association OH156,200$9.90M0.0%+1.3%0.018%
4/28/2025 Rossby Financial LCC844$51K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC94,280$5.98M0.0%+3.8%0.011%
4/28/2025 Summit Trail Advisors LLC30,100$1.91M0.1%+24.2%0.003%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd92,492$5.86M0.1%+1.1%0.011%
4/28/2025 Vontobel Holding Ltd.602,393$38.19M0.1%-11.9%0.070%
4/25/2025 Mather Group LLC.11,647$738K0.0%+5.1%0.001%
4/25/2025 Alta Advisers Ltd4,463$283K0.1%N/A0.001%
4/25/2025 Deseret Mutual Benefit Administrators1,986$126K0.1%-29.1%0.000%
4/25/2025 CHURCHILL MANAGEMENT Corp130,973$8.30M0.1%-2.1%0.015%
4/25/2025 Koshinski Asset Management Inc.3,463$220K0.0%N/A0.000%
4/25/2025 Red Door Wealth Management LLC4,277$271K0.0%+26.7%0.000%
4/25/2025 WASHINGTON TRUST Co6,601$419K0.0%-16.5%0.001%
4/25/2025 Canandaigua National Bank & Trust Co.56,327$3.57M0.4%-3.8%0.007%
4/25/2025 Valley National Advisers Inc.996$63K0.0%+153.4%0.000%
4/25/2025 Ameritas Advisory Services LLC15,184$970K0.0%+299.4%0.002%
4/25/2025 New York State Teachers Retirement System583,834$37.02M0.1%-10.0%0.068%
4/25/2025 Amalgamated Bank164,519$10.43M0.1%-1.7%0.019%
4/25/2025 Citizens National Bank Trust Department2,005$127K0.0%-16.6%0.000%
4/25/2025 Essex Financial Services Inc.41,778$2.65M0.2%+0.4%0.005%
4/25/2025 Hills Bank & Trust Co2,788$177K0.0%N/A0.000%
4/25/2025 KBC Group NV153,549$9.74M0.0%-11.3%0.018%
4/25/2025 Little House Capital LLC16,764$1.06M0.3%+42.6%0.002%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,861,319$118.01M0.1%-0.9%0.215%
4/24/2025 Golden State Wealth Management LLC1,389$88K0.0%+51.8%0.000%
4/24/2025 Crescent Grove Advisors LLC104,643$6.63M0.7%+40.0%0.012%
4/24/2025 Allspring Global Investments Holdings LLC37,762$2.40M0.0%-2.6%0.004%
4/24/2025 Highland Capital Management LLC224,492$14.23M0.9%-0.8%0.026%
4/24/2025 BSW Wealth Partners8,122$515K0.1%+45.2%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.95,839$6.07M0.0%+12.5%0.011%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/24/2025 Bartlett & CO. Wealth Management LLC27,835$1.77M0.0%-5.8%0.003%
4/24/2025 Transcend Capital Advisors LLC7,341$465K0.0%+13.4%0.001%
4/24/2025 Trust Co. of Vermont37,519$2.38M0.1%-3.6%0.004%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA8,094$474K0.0%+9.6%0.001%
4/24/2025 Diversified Trust Co17,128$1.09M0.0%+2.9%0.002%
4/24/2025 PDS Planning Inc3,730$236K0.0%+18.1%0.000%
4/24/2025 MFG Wealth Management Inc.32,535$2.06M2.0%-32.2%0.004%
4/23/2025 KG&L Capital Management LLC3,836$243K0.1%-5.9%0.000%
4/23/2025 Penobscot Investment Management Company Inc.20,678$1.31M0.1%+11.1%0.002%
4/23/2025 Western Wealth Management LLC5,762$365K0.0%-11.1%0.001%
(Data available from 1/1/2016 forward)

CARR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARR shares?

During the previous two years, 1,565 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Aspire Private Capital LLC ($51.19B), Vanguard Group Inc. ($6.51B), Capital Research Global Investors ($5.15B), Capital International Investors ($5.11B), Capital World Investors ($3.06B), BlackRock Inc. ($3.02B), and State Street Corp ($2.71B).Learn more on CARR's institutional investors.

What percentage of Carrier Global stock is owned by institutional investors?

91.00% of Carrier Global stock is owned by institutional investors. Learn more on CARR's institutional investor holdings.

Which institutional investors have been buying Carrier Global stock?

Of the 1,269 institutional investors that purchased Carrier Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.79B), Capital International Investors ($25.74M), JPMorgan Chase & Co. ($19.55M), Norges Bank ($16.35M), Capital Research Global Investors ($9.07M), Fisher Asset Management LLC ($8.28M), and Capital World Investors ($8.00M).

How much institutional buying is happening at Carrier Global?

Institutional investors have bought a total of 1,998,491,185 shares in the last 24 months. This purchase volume represents approximately $101.04B in transactions.

Which Carrier Global major shareholders have been selling company stock?

Of the 937 institutional investors that sold Carrier Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($26.78M), Capital Research Global Investors ($20.21M), Price T Rowe Associates Inc. MD ($12.54M), Capital International Investors ($9.91M), Fiera Capital Corp ($4.33M), JPMorgan Chase & Co. ($4.32M), and PineStone Asset Management Inc. ($3.73M).

How much institutional selling is happening at Carrier Global?

Institutional investors have sold a total of 151,407,054 shares in the last 24 months. This volume of shares sold represents approximately $9.35B in transactions.



This page (NYSE:CARR) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners