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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
6,625
shares
|
$437,051
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,609
shares
|
$435,995
0.45% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
6,583
shares
|
$434,280
0.27% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
6,574
shares
|
$433,686
0.0% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,571
shares
|
$433,488
0.02% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,569
shares
|
$433,356
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,529
shares
|
$430,718
0.01% of portfolio
|
Q4 2023
Reduced 15.14%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
6,500
shares
|
$428,805
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
6,481
shares
|
$427,551
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,472
shares
|
$426,957
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,461
shares
|
$426,232
0.0% of portfolio
|
Q2 2024
Added 4.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,450
shares
|
$425,506
0.01% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
6,441
shares
|
$424,912
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,423
shares
|
$423,725
0.05% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
6,385
shares
|
$421,218
0.04% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,359
shares
|
$419,503
0.05% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
6,346
shares
|
$418,645
0.09% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
6,316
shares
|
$416,666
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
6,311
shares
|
$416,336
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
6,304
shares
|
$415,874
0.13% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
6,297
shares
|
$415,413
0.35% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,282
shares
|
$414,423
0.03% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,273
shares
|
$413,829
0.23% of portfolio
|
Q3 2024
Added 58.49%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
6,189
shares
|
$408,288
0.02% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
6,148
shares
|
$405,583
0.24% of portfolio
|
Q2 2024
Reduced 0.98%
|