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 |
---|---|---|---|---|---|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
5,266
shares
|
$428,863
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
5,251
shares
|
$427,641
0.08% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
5,244
shares
|
$427,071
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Conning Inc.
|
Jul 26, 2024 Q2 2024 |
5,234
shares
|
$426,256
0.01% of portfolio
|
Q2 2024
Added 9.87%
|
|
Wellington Management Group LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,230
shares
|
$425,931
0.0% of portfolio
|
Q2 2024
Reduced 35.96%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
5,229
shares
|
$425,849
0.12% of portfolio
|
Q2 2024
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
5,229
shares
|
$425,849
0.18% of portfolio
|
Q2 2024
Added 0.17%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
5,171
shares
|
$421,126
0.1% of portfolio
|
Q4 2022
Added 0.02%
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,169
shares
|
$420,963
0.1% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
5,167
shares
|
$420,800
0.26% of portfolio
|
Q2 2024
Added 0.04%
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,161
shares
|
$420,311
0.2% of portfolio
|
Q3 2024
Added 4.28%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
5,134
shares
|
$418,112
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 07, 2024 Q2 2024 |
5,127
shares
|
$417,542
0.1% of portfolio
|
Q2 2024
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,109
shares
|
$416,076
0.02% of portfolio
|
Q4 2022
New holding
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
5,072
shares
|
$413,063
0.11% of portfolio
|
Q2 2024
Added 5.12%
|
|
Ted Buchan & CO
San Diego, CA |
Aug 21, 2024 Q2 2024 |
5,070
shares
|
$412,900
0.17% of portfolio
|
Q2 2023
Added 8.8%
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,050
shares
|
$411,272
0.07% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
5,047
shares
|
$411,027
0.2% of portfolio
|
Q4 2023
Added 0.1%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
5,032
shares
|
$409,806
0.02% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,025
shares
|
$409,236
0.01% of portfolio
|
Q2 2024
Added 14.18%
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
5,021
shares
|
$408,910
0.17% of portfolio
|
Q2 2024
Added 0.26%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
5,001
shares
|
$407,281
0.02% of portfolio
|
Q2 2024
Added 0.93%
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
5,000
shares
|
$407,200
0.13% of portfolio
|
Q4 2023
New holding
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
5,000
shares
|
$407,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Aug 15, 2024 Q2 2024 |
5,000
shares
|
$407,200
0.28% of portfolio
|
Q2 2024
Added 400.0%
|