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Carrier Global (CARR) Institutional Ownership

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$76.71 -0.06 (-0.08%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$75.07 -1.64 (-2.14%)
As of 07/11/2025 07:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
917
Total
Institutional Inflows
(last 12 months)
$6.18B
Number of
Institutional Sellers
(last 12 months)
728
Total
Institutional Outflows
(last 12 months)
$5.68B
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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
7/11/2025Lincoln Capital LLC161,910$11.85M2.3%+1.6%0.019%
7/11/2025Cardinal Capital Management Inc.3,860$283K0.0%N/A0.000%
7/11/2025Farther Finance Advisors LLC10,943$801K0.0%+13.2%0.001%
7/11/2025Busey Bank10,011$733K0.0%-7.3%0.001%
7/11/2025CX Institutional8,074$591K0.0%-18.2%0.001%
7/11/2025 UMB Bank n.a.12,922$946K0.0%-2.6%0.002%
7/11/2025Adirondack Trust Co.3,268$239K0.1%-16.8%0.000%
7/11/2025Professional Advisory Services Inc.284,265$20.81M2.8%-11.2%0.033%
7/11/2025Brendel Financial Advisors LLC13,188$965K0.5%-6.3%0.002%
7/11/2025AA Financial Advisors LLC4,363$319K0.1%+16.1%0.001%
7/11/2025Essex Savings Bank6,058$443K0.1%-6.2%0.001%
7/11/2025SeaCrest Wealth Management LLC4,731$346K0.0%-16.2%0.001%
7/11/2025Assenagon Asset Management S.A.112,991$8.27M0.0%-84.8%0.013%
7/11/2025TCV Trust & Wealth Management Inc.8,188$599K0.1%-13.6%0.001%
7/11/2025IFM Investors Pty Ltd175,569$12.85M0.1%-0.1%0.020%
7/11/2025Grove Bank & Trust1,842$135K0.0%-59.8%0.000%
7/10/2025 Canoe Financial LP178,203$13.04M0.2%-3.8%0.021%
7/10/2025 Triangle Securities Wealth Management6,393$468K0.1%-19.0%0.001%
7/10/2025 AHL Investment Management Inc.18,471$1.35M0.9%-1.0%0.002%
7/10/2025 Charter Oak Capital Management LLC3,847$282K0.0%+9.1%0.000%
7/10/2025 Carderock Capital Management Inc.800$59K0.0%N/A0.000%
7/10/2025 Moody National Bank Trust Division9,306$681K0.1%-4.0%0.001%
7/10/2025 Ferguson Wellman Capital Management Inc.71,808$5.26M0.1%-0.3%0.008%
7/10/2025 Andrew Hill Investment Advisors Inc.17,958$1.31M1.1%-2.6%0.002%
7/10/2025 Family Legacy Financial Solutions LLC17,825$1.31M1.1%N/A0.002%
7/10/2025 NorthCrest Asset Manangement LLC109,220$8.26M0.2%-3.9%0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC593,102$44.87M0.1%+7.3%0.069%
7/10/2025 Mn Services Vermogensbeheer B.V.141,500$10.36M0.1%-52.4%0.017%
7/10/2025 Swedbank AB431,698$31.60M0.0%+6.9%0.050%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd98,085$7.18M0.1%+6.0%0.011%
7/10/2025 Focus Financial Network Inc.12,831$939K0.0%+33.7%0.001%
7/9/2025 Gilman Hill Asset Management LLC54,070$3.96M0.6%+0.7%0.006%
7/9/2025 Pines Wealth Management LLC3,175$240K0.1%N/A0.000%
7/9/2025 Sapient Capital LLC5,311$389K0.0%-3.8%0.001%
7/9/2025 Procyon Advisors LLC4,489$329K0.0%-19.3%0.001%
7/9/2025 Hummer Financial Advisory Services Inc3,076$225K0.2%N/A0.000%
7/9/2025 Aaron Wealth Advisors LLC3,423$251K0.0%N/A0.000%
7/9/2025 Breakwater Capital Group6,442$471K0.1%+51.0%0.001%
7/9/2025 Fiduciary Alliance LLC2,902$212K0.0%N/A0.000%
7/9/2025 First Bank & Trust6,539$479K0.1%+27.5%0.001%
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7/9/2025 Woodstock Corp21,411$1.57M0.1%-5.1%0.002%
7/9/2025 Clarus Wealth Advisors18,475$1.38M0.6%+30.3%0.002%
7/9/2025 MFG Wealth Management Inc.35,657$2.61M2.2%+9.6%0.004%
7/9/2025 Czech National Bank194,914$14.27M0.1%+5.1%0.023%
7/9/2025 MassMutual Private Wealth & Trust FSB4,065$298K0.0%-14.9%0.000%
7/8/2025 Little House Capital LLC17,917$1.31M0.3%+6.9%0.002%
7/8/2025 Everpar Advisors LLC3,198$234K0.1%N/A0.000%
7/8/2025 Avity Investment Management Inc.425,672$31.16M2.3%+29.5%0.050%
7/8/2025 Baker Ellis Asset Management LLC94,295$6.90M0.9%-1.2%0.011%
7/8/2025 Webster Bank N. A.7,661$561K0.1%-18.5%0.001%
7/8/2025 Canandaigua National Bank & Trust Co.55,777$4.08M0.4%-1.0%0.007%
7/8/2025 Apella Capital LLC3,208$239K0.0%N/A0.000%
7/8/2025 Bard Financial Services Inc.7,445$545K0.1%-8.3%0.001%
7/8/2025 Boltwood Capital Management3,561$261K0.1%N/A0.000%
7/8/2025 E. Ohman J or Asset Management AB30,725$2.25M0.1%-9.4%0.004%
7/8/2025 Parallel Advisors LLC22,357$1.64M0.0%-5.0%0.003%
7/7/2025 Value Partners Investments Inc.33,371$2.44M0.2%+6.2%0.004%
7/7/2025 Wesbanco Bank Inc.45,295$3.32M0.1%+0.6%0.005%
7/7/2025 Enterprise Bank & Trust Co16,613$1.22M0.5%+3.7%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,902$139K0.0%-7.5%0.000%
7/7/2025 Salem Investment Counselors Inc.17,158$1.26M0.0%+1.6%0.002%
7/2/2025 Jacobs & Co. CA133,199$9.75M1.0%N/A0.016%
7/2/2025 Central Pacific Bank Trust Division4,870$356K0.0%-7.8%0.001%
7/1/2025 Cacti Asset Management LLC2,000$147K0.0%-31.0%0.000%
7/1/2025 Confluence Investment Management LLC236,283$17.29M0.2%N/A0.028%
7/1/2025 Cullen Investment Group LTD.2,903$212K0.0%N/A0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs33,861$2.15M0.1%N/A0.004%
6/18/2025Voya Investment Management LLC164,437$10.43M0.0%-87.0%0.019%
6/10/2025BROOKFIELD Corp ON 53,356$3.38M0.0%-2.8%0.006%
6/4/2025 First Hawaiian Bank17,510$1.11M0.1%-5.0%0.002%
5/28/2025Silicon Valley Capital Partners4,545$288K0.0%N/A0.001%
5/28/2025Strs Ohio369,248$23.41M0.1%N/A0.043%
5/27/2025Jacobi Capital Management LLC11,132$706K0.1%+3.7%0.001%
5/27/2025Advisors Capital Management LLC8,312$527K0.0%+4.3%0.001%
5/21/2025Geneos Wealth Management Inc.3,932$249K0.0%+39.5%0.000%
5/20/2025Focus Partners Wealth108,783$6.90M0.0%+55.5%0.013%
5/20/2025Flaharty Asset Management LLC835$53K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.13,564$860K0.0%N/A0.002%
5/20/2025 Ransom Advisory Ltd6,304$400K0.2%N/A0.001%
5/20/2025Glenview Trust co28,545$1.81M0.0%-0.5%0.003%
5/20/2025Ilmarinen Mutual Pension Insurance Co188,000$11.92M0.1%+31.5%0.022%
5/19/2025Advisory Alpha LLC5,259$333K0.0%+50.3%0.001%
5/19/2025SCS Capital Management LLC6,144$390K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC6,968,294$441.79M0.1%+0.6%0.813%
5/16/2025Empowered Funds LLC57,904$3.67M0.1%+3.5%0.007%
5/16/2025MBB Public Markets I LLC4,659$295K0.0%N/A0.001%
5/16/2025Ascent Group LLC11,615$736K0.0%N/A0.001%
5/16/2025Meiji Yasuda Life Insurance Co24,713$1.57M0.0%-7.0%0.003%
5/16/2025Meiji Yasuda Asset Management Co Ltd.73,052$4.63M0.2%-4.5%0.009%
5/16/2025Great Lakes Advisors LLC686,229$43.45M0.4%+3.3%0.080%
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5/16/2025Signature Estate & Investment Advisors LLC11,131$706K0.0%-5.1%0.001%
5/16/2025Challenger Wealth Management4,600$292K0.2%+15.0%0.001%
5/16/2025CTC Alternative Strategies Ltd.5,000$317K0.4%N/A0.001%
5/16/2025Goldman Sachs Group Inc.4,966,548$314.88M0.1%-8.5%0.579%
5/16/2025Resources Management Corp CT ADV10,206$647K0.1%-2.3%0.001%
5/16/2025Jones Financial Companies Lllp5,992$374K0.0%-94.1%0.001%
5/16/2025Dynamic Technology Lab Private Ltd19,309$1.22M0.2%N/A0.002%
5/16/2025CKW Financial Group1,102$70K0.0%-43.5%0.000%
5/16/2025Temasek Holdings Private Ltd131,078$8.31M0.0%-6.0%0.015%
5/16/2025USS Investment Management Ltd65,378$4.15M0.0%-36.8%0.008%
(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, 1,587 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Vanguard Group Inc. ($5.89B), Capital Research Global Investors ($5.15B), Capital International Investors ($5.11B), Capital World Investors ($3.06B), BlackRock Inc. ($3.02B), State Street Corp ($2.71B), and JPMorgan Chase & Co. ($1.97B).Learn more on Carrier Global's institutional investors.

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

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

Which institutional investors have been buying Carrier Global's stock?

Of the 1,288 institutional investors that purchased Carrier Global's 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. ($24.22M), Norges Bank ($16.35M), Nuveen LLC ($10.24M), Capital Research Global Investors ($9.07M), and Capital World Investors ($8.00M).

How much institutional buying is happening at Carrier Global?

Institutional investors have bought a total of 91,435,127 shares in the last 24 months. This purchase volume represents approximately $6.18B in transactions.

Which of Carrier Global's major shareholders have been selling company stock?

Of the 728 institutional investors that sold Carrier Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($19.71M), Capital International Investors ($9.91M), JPMorgan Chase & Co. ($4.32M), Capital World Investors ($2.70M), Vanguard Group Inc. ($2.39M), Voya Investment Management LLC ($2.35M), and PineStone Asset Management Inc. ($2.31M).

How much institutional selling is happening at Carrier Global?

Institutional investors have sold a total of 82,905,815 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.



This page (NYSE:CARR) was last updated on 7/14/2025 by MarketBeat.com Staff
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