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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,755
shares
|
$907,417
0.03% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
13,717
shares
|
$904,910
0.06% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
13,699
shares
|
$903,723
0.01% of portfolio
|
Q1 2024
Reduced 64.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
13,669
shares
|
$901,743
0.02% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
13,626
shares
|
$898,907
0.14% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,612
shares
|
$897,983
0.04% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
13,604
shares
|
$897,455
0.03% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,488
shares
|
$889,803
0.08% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
13,484
shares
|
$889,539
0.42% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
13,381
shares
|
$882,744
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,293
shares
|
$876,939
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
13,282
shares
|
$876,213
0.1% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
13,178
shares
|
$869,352
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
13,159
shares
|
$868,099
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
13,152
shares
|
$867,637
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
13,137
shares
|
$866,647
0.09% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,123
shares
|
$865,724
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,112
shares
|
$864,998
0.04% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,065
shares
|
$861,898
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
13,055
shares
|
$861,238
0.04% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$857,610
0.18% of portfolio
|
Q4 2023
Added 75.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,990
shares
|
$856,950
0.01% of portfolio
|
Q2 2022
Reduced 22.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
12,962
shares
|
$855,103
0.09% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
12,909
shares
|
$851,606
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
12,892
shares
|
$850,485
0.21% of portfolio
|
Q4 2024
Reduced 0.83%
|