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 1,595 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,652
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2024
Added 3.38%
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
12,644
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
12,598
shares
|
$1.03 Million
0.59% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
12,540
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2024
Added 0.1%
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
12,538
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2024
Added 25.95%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
12,478
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,397
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
12,333
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
Meridian Management CO
|
Aug 08, 2024 Q2 2024 |
12,317
shares
|
$1 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
12,296
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,244
shares
|
$997,151
0.03% of portfolio
|
Q3 2024
Added 1.48%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
12,180
shares
|
$991,939
0.02% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
12,169
shares
|
$991,043
0.06% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
12,165
shares
|
$990,717
0.03% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
12,156
shares
|
$989,984
0.06% of portfolio
|
Q2 2024
New holding
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,146
shares
|
$989,170
0.0% of portfolio
|
Q3 2022
Reduced 53.28%
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
12,124
shares
|
$987,378
0.0% of portfolio
|
Q2 2024
Reduced 79.77%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
12,115
shares
|
$986,645
0.08% of portfolio
|
Q2 2024
Added 2.57%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
12,080
shares
|
$983,795
0.02% of portfolio
|
Q2 2024
Added 48.6%
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,063
shares
|
$982,410
0.06% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
12,040
shares
|
$980,537
0.05% of portfolio
|
Q2 2024
Added 14.21%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,994
shares
|
$976,791
0.02% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
11,992
shares
|
$976,628
0.01% of portfolio
|
Q2 2024
Added 10.94%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
11,947
shares
|
$972,963
0.01% of portfolio
|
Q2 2024
Added 23.55%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 14, 2024 Q2 2024 |
11,938
shares
|
$972,230
0.15% of portfolio
|
Q2 2024
Added 0.66%
|