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 |
|---|---|---|---|---|---|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$402,417
0.0% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
6,096
shares
|
$402,153
0.21% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
6,083
shares
|
$401,295
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,061
shares
|
$399,844
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,055
shares
|
$399,448
0.02% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
6,034
shares
|
$398,062
0.22% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
6,034
shares
|
$398,062
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,030
shares
|
$397,799
0.02% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,021
shares
|
$397,205
0.05% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,002
shares
|
$395,951
0.04% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$395,820
0.16% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
6,000
shares
|
$395,820
0.07% of portfolio
|
Q4 2022
Reduced 30.52%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$395,820
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,989
shares
|
$395,094
0.04% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,988
shares
|
$395,028
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
5,983
shares
|
$394,698
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
5,950
shares
|
$392,521
0.13% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,927
shares
|
$391,004
0.02% of portfolio
|
Q4 2024
Added 17.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,919
shares
|
$390,476
0.14% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,887
shares
|
$388,365
0.01% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
5,852
shares
|
$386,056
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,840
shares
|
$385,264
0.05% of portfolio
|
Q3 2023
Reduced 55.04%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
5,835
shares
|
$384,934
0.15% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,813
shares
|
$383,483
0.01% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
5,807
shares
|
$383,087
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|