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 1,670 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
31,485
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2024
Added 2.66%
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
31,110
shares
|
$2.03 Million
1.54% of portfolio
|
Q3 2024
Added 54.12%
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
30,853
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
30,828
shares
|
$2.02 Million
1.44% of portfolio
|
Q3 2024
Reduced 24.06%
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
30,420
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Added 56.71%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
30,330
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 3.08%
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
29,582
shares
|
$1.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
29,560
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 2.57%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
29,454
shares
|
$1.93 Million
0.14% of portfolio
|
Q3 2024
Added 2.18%
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
29,241
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
29,100
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
29,075
shares
|
$1.9 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
29,010
shares
|
$1.9 Million
0.45% of portfolio
|
Q4 2024
Added 4.01%
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
28,951
shares
|
$1.89 Million
0.8% of portfolio
|
Q2 2024
Added 4.51%
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
28,903
shares
|
$1.89 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
28,802
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,753
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2024
Added 1.01%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
28,643
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
28,556
shares
|
$1.87 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
28,476
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,129
shares
|
$1.84 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
28,104
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
27,942
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
27,611
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
27,558
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 5.32%
|