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 |
---|---|---|---|---|---|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
4,024
shares
|
$327,714
0.02% of portfolio
|
Q2 2024
Added 0.1%
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,013
shares
|
$326,818
0.06% of portfolio
|
Q1 2024
New holding
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Jul 30, 2024 Q2 2024 |
4,013
shares
|
$326,818
0.03% of portfolio
|
Q3 2023
New holding
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
4,002
shares
|
$325,922
0.0% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,002
shares
|
$325,922
0.02% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
4,002
shares
|
$325,922
0.02% of portfolio
|
Q2 2024
Added 2.88%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
3,972
shares
|
$323,479
0.04% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,958
shares
|
$322,339
0.01% of portfolio
|
Q3 2024
Added 13.54%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
3,958
shares
|
$322,339
0.13% of portfolio
|
Q2 2024
Added 74.28%
|
|
First Bank & Trust
|
Jul 09, 2024 Q2 2024 |
3,947
shares
|
$321,443
0.05% of portfolio
|
Q2 2024
Added 5.53%
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2024 Q2 2024 |
3,923
shares
|
$319,489
0.07% of portfolio
|
Q2 2024
Added 4.14%
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
3,867
shares
|
$314,928
0.0% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,859
shares
|
$314,276
0.02% of portfolio
|
Q2 2024
Added 0.55%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,846
shares
|
$313,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Jul 16, 2024 Q2 2024 |
3,844
shares
|
$313,055
0.21% of portfolio
|
Q1 2024
Added 0.26%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
3,843
shares
|
$312,973
0.04% of portfolio
|
Q2 2024
Added 141.39%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
3,839
shares
|
$312,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
Madison Wealth Partners, Inc
|
Aug 09, 2024 Q2 2024 |
3,813
shares
|
$310,530
0.09% of portfolio
|
Q2 2024
Added 2.86%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
3,801
shares
|
$309,553
0.01% of portfolio
|
Q3 2023
New holding
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,795
shares
|
$309,064
0.11% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
3,791
shares
|
$308,739
0.03% of portfolio
|
Q2 2024
Reduced 22.68%
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
3,786
shares
|
$308,331
0.05% of portfolio
|
Q3 2024
Added 1.88%
|
|
Todd Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
3,785
shares
|
$308,250
0.01% of portfolio
|
Q3 2023
New holding
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
3,773
shares
|
$307,273
0.04% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
3,760
shares
|
$306,214
0.08% of portfolio
|
Q4 2023
Reduced 5.65%
|