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 |
---|---|---|---|---|---|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 31, 2024 Q2 2024 |
6,032
shares
|
$491,246
0.12% of portfolio
|
Q2 2024
Added 0.8%
|
|
S.A. Mason LLC
|
Jul 10, 2024 Q2 2024 |
6,031
shares
|
$491,164
0.22% of portfolio
|
Q2 2024
Added 0.02%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
6,028
shares
|
$490,920
0.02% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
6,023
shares
|
$490,513
0.02% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,002
shares
|
$488,802
0.03% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
Bleichroeder LP
New York, NY |
Aug 13, 2024 Q2 2024 |
6,000
shares
|
$488,640
0.14% of portfolio
|
Q2 2020
New holding
|
|
St. Louis Trust CO
|
Jul 30, 2024 Q2 2024 |
6,000
shares
|
$488,640
0.06% of portfolio
|
Q4 2022
Reduced 30.52%
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 15, 2024 Q2 2024 |
6,000
shares
|
$488,640
0.01% of portfolio
|
Q2 2020
New holding
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,999
shares
|
$488,558
0.01% of portfolio
|
Q3 2024
Added 9.35%
|
|
Precision Wealth Strategies, LLC
|
Aug 05, 2024 Q2 2024 |
5,985
shares
|
$487,418
0.49% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,958
shares
|
$485,219
0.01% of portfolio
|
Q3 2024
Added 142.89%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
5,902
shares
|
$480,658
0.02% of portfolio
|
Q1 2024
Added 7.27%
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
5,900
shares
|
$480,496
0.06% of portfolio
|
Q3 2022
Reduced 3.59%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
5,893
shares
|
$479,925
0.05% of portfolio
|
Q2 2024
New holding
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2024 Q2 2024 |
5,892
shares
|
$479,844
0.01% of portfolio
|
Q2 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
5,886
shares
|
$479,355
0.02% of portfolio
|
Q2 2024
Added 1.83%
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
5,840
shares
|
$475,609
0.04% of portfolio
|
Q3 2023
Reduced 55.04%
|
|
Freedom Day Solutions, LLC
|
Jul 19, 2024 Q2 2024 |
5,835
shares
|
$475,202
0.13% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
5,834
shares
|
$475,120
0.04% of portfolio
|
Q2 2024
Added 5.02%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
5,824
shares
|
$474,306
0.01% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5,803
shares
|
$472,596
0.06% of portfolio
|
Q3 2022
Reduced 5.99%
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,791
shares
|
$471,619
0.34% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
5,790
shares
|
$471,537
0.01% of portfolio
|
Q2 2024
Added 10.37%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
5,789
shares
|
$471,456
0.13% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,742
shares
|
$467,628
0.02% of portfolio
|
Q3 2022
Reduced 15.52%
|