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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,905
shares
|
$785,372
0.02% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
11,901
shares
|
$785,108
0.03% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
11,901
shares
|
$785,108
0.07% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
11,901
shares
|
$785,108
0.17% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,867
shares
|
$782,865
0.08% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
11,840
shares
|
$781,084
0.07% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
11,752
shares
|
$775,279
0.23% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,635
shares
|
$767,560
0.02% of portfolio
|
Q3 2024
Added 33.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,581
shares
|
$763,998
0.02% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,565
shares
|
$762,943
0.07% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,518
shares
|
$759,842
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
11,481
shares
|
$757,401
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
11,405
shares
|
$752,387
0.56% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,314
shares
|
$746,384
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,307
shares
|
$745,922
0.02% of portfolio
|
Q3 2024
Added 225.19%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
11,263
shares
|
$743,020
0.36% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,210
shares
|
$739,523
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
11,149
shares
|
$735,499
0.02% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11,082
shares
|
$731,079
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
11,072
shares
|
$730,419
0.02% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
11,012
shares
|
$726,461
0.5% of portfolio
|
Q1 2024
Added 0.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,004
shares
|
$725,933
0.09% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,991
shares
|
$725,076
0.03% of portfolio
|
Q3 2024
Added 139.66%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
10,988
shares
|
$724,878
0.09% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
10,942
shares
|
$721,843
0.1% of portfolio
|
Q4 2024
Reduced 2.06%
|