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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
24,101
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
23,643
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
23,480
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,478
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
23,317
shares
|
$1.52 Million
0.83% of portfolio
|
Q1 2022
Added 8.84%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
23,300
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
23,298
shares
|
$1.52 Million
0.34% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
23,271
shares
|
$1.52 Million
0.53% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
23,207
shares
|
$1.52 Million
0.67% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
23,057
shares
|
$1.51 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
23,036
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
22,933
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
22,878
shares
|
$1.5 Million
1.08% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
22,815
shares
|
$1.49 Million
0.38% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,603
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
22,542
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
22,371
shares
|
$1.46 Million
0.33% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
22,235
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
22,048
shares
|
$1.44 Million
0.23% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
21,836
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2024
Reduced 41.56%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
21,790
shares
|
$1.42 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,756
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
21,724
shares
|
$1.42 Million
0.73% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,708
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 48.8%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
21,674
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Added 1.61%
|