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 1,668 institutions that hold shares in the stock, with a total of 734 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
69,155
shares
|
$4.52 Million
1.6% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
68,857
shares
|
$4.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
68,555
shares
|
$4.48 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
67,949
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
67,588
shares
|
$4.42 Million
0.08% of portfolio
|
Q3 2024
Added 1111.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
67,272
shares
|
$4.4 Million
0.06% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
67,000
shares
|
$4.38 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
66,926
shares
|
$4.38 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
66,032
shares
|
$4.32 Million
0.11% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
65,955
shares
|
$4.31 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
65,810
shares
|
$4.3 Million
0.08% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
65,392
shares
|
$4.28 Million
1.81% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
65,152
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
64,976
shares
|
$4.25 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,675
shares
|
$4.23 Million
0.07% of portfolio
|
Q2 2024
Reduced 87.9%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
64,669
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 56.7%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
63,866
shares
|
$4.18 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
63,834
shares
|
$4.17 Million
0.85% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
62,790
shares
|
$4.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
62,261
shares
|
$4.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
62,023
shares
|
$4.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
61,834
shares
|
$4.04 Million
0.21% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
60,705
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
60,567
shares
|
$3.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
60,291
shares
|
$3.94 Million
0.92% of portfolio
|
Q3 2024
Added 32.89%
|