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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
34,863
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
34,780
shares
|
$2.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,727
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
34,608
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
33,952
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
33,854
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
33,807
shares
|
$2.21 Million
0.99% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,723
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
33,585
shares
|
$2.2 Million
1.17% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
33,288
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
33,209
shares
|
$2.17 Million
1.47% of portfolio
|
Q2 2023
Reduced 2.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
33,101
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2022
Added 11.92%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
33,032
shares
|
$2.16 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,968
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
32,822
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
32,822
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Added 140.21%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
32,764
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,726
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
32,420
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
32,221
shares
|
$2.11 Million
0.26% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
32,126
shares
|
$2.1 Million
0.73% of portfolio
|
Q3 2024
Added 68.05%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
32,000
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
31,795
shares
|
$2.08 Million
1.34% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
31,793
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
31,591
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.87%
|