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 1,705 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,676
shares
|
$497,404
0.05% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,603
shares
|
$492,674
0.04% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,562
shares
|
$490,017
0.08% of portfolio
|
Q3 2023
Reduced 1.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,506
shares
|
$486,388
0.03% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,477
shares
|
$484,509
0.08% of portfolio
|
Q4 2022
Reduced 1.58%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
7,472
shares
|
$484,185
0.1% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,462
shares
|
$483,537
0.03% of portfolio
|
Q3 2023
Added 5.81%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
7,458
shares
|
$483,278
0.09% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
7,454
shares
|
$483,019
0.01% of portfolio
|
Q4 2024
Reduced 38.21%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
7,396
shares
|
$479,260
0.45% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,388
shares
|
$478,742
0.01% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
7,386
shares
|
$478,612
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
7,386
shares
|
$478,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
7,351
shares
|
$476,344
0.21% of portfolio
|
Q1 2022
Added 14.31%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
7,349
shares
|
$476,215
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,346
shares
|
$476,020
0.08% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
7,330
shares
|
$474,984
0.04% of portfolio
|
Q2 2024
Reduced 21.24%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,303
shares
|
$473,234
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
7,299
shares
|
$472,975
0.65% of portfolio
|
Q4 2024
Reduced 35.4%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,290
shares
|
$472,392
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
7,281
shares
|
$471,808
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,240
shares
|
$469,152
0.03% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
7,223
shares
|
$468,050
0.14% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
7,198
shares
|
$466,430
0.04% of portfolio
|
Q4 2024
Reduced 98.53%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
7,193
shares
|
$466,106
0.11% of portfolio
|
Q4 2024
Reduced 0.14%
|