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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
19,959
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
19,893
shares
|
$1.31 Million
0.95% of portfolio
|
Q4 2024
Added 132.12%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,867
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,685
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,616
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
19,399
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
19,107
shares
|
$1.26 Million
0.78% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
19,000
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2021
Reduced 5.0%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,984
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,980
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
18,887
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
18,842
shares
|
$1.24 Million
0.28% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
18,825
shares
|
$1.24 Million
0.79% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,761
shares
|
$1.24 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,689
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
18,667
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
18,657
shares
|
$1.23 Million
0.24% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
18,441
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,407
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
18,393
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
18,279
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
18,224
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.89%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
17,918
shares
|
$1.18 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
17,890
shares
|
$1.18 Million
0.19% of portfolio
|
Q2 2022
Reduced 8.86%
|