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 |
---|---|---|---|---|---|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
674
shares
|
$54,890
0.03% of portfolio
|
Q4 2023
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
654
shares
|
$53,261
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
651
shares
|
$53,017
0.03% of portfolio
|
Q2 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
647
shares
|
$52,691
0.01% of portfolio
|
Q2 2023
Reduced 0.31%
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
636
shares
|
$51,795
0.01% of portfolio
|
Q1 2023
Added 52.88%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
623
shares
|
$50,737
0.03% of portfolio
|
Q4 2023
New holding
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
619
shares
|
$50,411
0.0% of portfolio
|
Q1 2024
Added 22.09%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
616
shares
|
$50,167
0.01% of portfolio
|
Q2 2024
Added 2.67%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$49,515
0.01% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
600
shares
|
$48,864
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
600
shares
|
$48,864
0.02% of portfolio
|
Q4 2023
New holding
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
592
shares
|
$48,212
0.01% of portfolio
|
Q2 2024
Reduced 20.43%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
590
shares
|
$48,049
0.01% of portfolio
|
Q2 2022
Added 20.41%
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
580
shares
|
$47,235
0.02% of portfolio
|
Q3 2024
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
556
shares
|
$45,280
0.01% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
552
shares
|
$44,954
0.0% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
534
shares
|
$43,488
0.01% of portfolio
|
Q2 2024
Added 8.76%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
526
shares
|
$42,837
0.01% of portfolio
|
Q4 2023
Added 6.82%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
515
shares
|
$41,941
0.02% of portfolio
|
Q2 2024
Added 24.1%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
512
shares
|
$41,697
0.03% of portfolio
|
Q2 2024
Added 28.97%
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$40,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
500
shares
|
$40,720
0.03% of portfolio
|
Q1 2023
Reduced 12.13%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
500
shares
|
$40,720
0.0% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
500
shares
|
$40,720
0.02% of portfolio
|
Q3 2021
New holding
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
489
shares
|
$39,824
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|