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 |
---|---|---|---|---|---|
Riverwater Partners LLC
|
Jul 19, 2024 Q2 2024 |
8,509
shares
|
$692,972
0.45% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
8,500
shares
|
$692,240
0.05% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
8,482
shares
|
$690,774
0.01% of portfolio
|
Q2 2024
Added 30.47%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
8,462
shares
|
$689,145
0.04% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
8,449
shares
|
$688,086
0.06% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
8,412
shares
|
$685,073
0.02% of portfolio
|
Q2 2024
Added 8.14%
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
8,395
shares
|
$683,688
0.1% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,340
shares
|
$679,209
0.07% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,333
shares
|
$678,639
0.09% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
8,314
shares
|
$677,092
0.05% of portfolio
|
Q2 2024
Added 59.46%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
8,285
shares
|
$674,730
0.15% of portfolio
|
Q3 2022
Reduced 0.08%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
8,265
shares
|
$673,101
0.07% of portfolio
|
Q2 2024
Added 4.4%
|
|
Pointe Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
8,223
shares
|
$669,681
0.32% of portfolio
|
Q4 2022
Reduced 7.68%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
8,202
shares
|
$667,970
0.05% of portfolio
|
Q2 2024
Added 1.59%
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
8,133
shares
|
$662,351
0.07% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
8,127
shares
|
$661,862
0.03% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,039
shares
|
$654,696
0.0% of portfolio
|
Q2 2022
Reduced 10.07%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
8,036
shares
|
$654,451
0.01% of portfolio
|
Q2 2024
Added 63.93%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
8,006
shares
|
$652,008
0.01% of portfolio
|
Q2 2024
Reduced 53.95%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,961
shares
|
$648,343
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
7,930
shares
|
$645,819
0.01% of portfolio
|
Q4 2023
New holding
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,915
shares
|
$644,597
0.05% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
7,908
shares
|
$644,027
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
Invesco, LLC
Des Plaines, IL |
Aug 07, 2024 Q2 2024 |
7,901
shares
|
$643,457
0.21% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
7,858
shares
|
$639,955
0.02% of portfolio
|
Q2 2024
Added 14.77%
|