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 |
|---|---|---|---|---|---|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
8,600
shares
|
$567,342
0.18% of portfolio
|
Q3 2020
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8,596
shares
|
$567,078
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
8,578
shares
|
$565,890
0.13% of portfolio
|
Q1 2021
Reduced 0.03%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
8,553
shares
|
$564,241
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,542
shares
|
$563,515
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
8,535
shares
|
$563,053
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
8,504
shares
|
$561,008
0.19% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,504
shares
|
$561,008
0.02% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
8,500
shares
|
$560,745
0.05% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
8,480
shares
|
$559,425
0.05% of portfolio
|
Q3 2024
Reduced 38.11%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,471
shares
|
$558,831
0.12% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
8,467
shares
|
$558,567
0.08% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
8,447
shares
|
$557,248
0.04% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,340
shares
|
$550,189
0.07% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,333
shares
|
$549,728
0.09% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
8,330
shares
|
$549,530
0.18% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
8,252
shares
|
$544,384
0.07% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,247
shares
|
$544,054
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
8,229
shares
|
$542,867
0.37% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,223
shares
|
$542,471
0.39% of portfolio
|
Q4 2022
Reduced 7.68%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,197
shares
|
$540,756
0.04% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
8,182
shares
|
$539,766
0.02% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
8,120
shares
|
$535,676
0.07% of portfolio
|
Q3 2024
Added 91.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
8,060
shares
|
$531,718
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,050
shares
|
$531,058
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|