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 |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
12,882
shares
|
$849,825
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,870
shares
|
$849,033
0.04% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
12,800
shares
|
$844,416
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
12,787
shares
|
$843,558
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,729
shares
|
$839,732
0.03% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
12,598
shares
|
$831,090
0.5% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
12,532
shares
|
$826,736
0.03% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
12,478
shares
|
$823,173
0.03% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
12,443
shares
|
$820,864
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,397
shares
|
$817,830
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
12,347
shares
|
$814,531
0.26% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,346
shares
|
$814,465
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,315
shares
|
$812,420
0.03% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
12,304
shares
|
$811,694
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
12,276
shares
|
$809,847
0.04% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
12,213
shares
|
$805,691
0.42% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,180
shares
|
$803,514
0.07% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,146
shares
|
$801,271
0.0% of portfolio
|
Q3 2022
Reduced 53.28%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
12,138
shares
|
$800,743
0.18% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,073
shares
|
$796,455
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
12,070
shares
|
$796,257
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,063
shares
|
$795,796
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
12,040
shares
|
$794,278
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
11,995
shares
|
$791,310
0.13% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,994
shares
|
$791,244
0.02% of portfolio
|
Q1 2024
Reduced 0.98%
|