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 |
---|---|---|---|---|---|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,461
shares
|
$526,183
0.0% of portfolio
|
Q2 2024
Added 4.97%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
6,431
shares
|
$523,740
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
6,414
shares
|
$522,356
0.3% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,359
shares
|
$517,876
0.05% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
6,353
shares
|
$517,388
0.01% of portfolio
|
Q2 2024
Reduced 36.1%
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
6,345
shares
|
$516,736
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
6,343
shares
|
$516,573
0.0% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
6,318
shares
|
$514,537
0.04% of portfolio
|
Q2 2024
Added 47.51%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
6,316
shares
|
$514,375
0.01% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
6,311
shares
|
$513,967
0.09% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
6,311
shares
|
$513,967
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
6,304
shares
|
$513,397
0.13% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
6,296
shares
|
$512,746
0.18% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 12, 2024 Q2 2024 |
6,237
shares
|
$507,941
0.13% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
6,234
shares
|
$507,696
0.14% of portfolio
|
Q2 2024
Reduced 43.38%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
6,200
shares
|
$504,928
0.14% of portfolio
|
Q3 2024
Added 22.24%
|
|
Morningstar Investment Management LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
6,195
shares
|
$504,520
0.04% of portfolio
|
Q4 2023
New holding
|
|
Forbes J M & CO LLP
|
Jul 30, 2024 Q2 2024 |
6,175
shares
|
$502,892
0.04% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
6,166
shares
|
$502,159
0.05% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
Lcm Capital Management Inc
|
Aug 01, 2024 Q2 2024 |
6,148
shares
|
$500,693
0.24% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Center For Asset Management LLC
|
Jul 29, 2024 Q2 2024 |
6,145
shares
|
$500,448
0.23% of portfolio
|
Q1 2022
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
6,110
shares
|
$497,598
0.04% of portfolio
|
Q1 2024
Added 5.62%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,061
shares
|
$493,607
0.02% of portfolio
|
Q3 2022
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
6,052
shares
|
$492,874
0.03% of portfolio
|
Q1 2024
Added 1.89%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
6,034
shares
|
$491,408
0.13% of portfolio
|
Q2 2024
New holding
|