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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,804
shares
|
$382,889
0.28% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5,803
shares
|
$382,823
0.06% of portfolio
|
Q3 2022
Reduced 5.99%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,771
shares
|
$380,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,765
shares
|
$380,317
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,752
shares
|
$379,459
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,747
shares
|
$379,129
0.1% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,745
shares
|
$378,997
0.04% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,742
shares
|
$378,799
0.02% of portfolio
|
Q3 2022
Reduced 15.52%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,727
shares
|
$377,810
0.25% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,674
shares
|
$374,313
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,640
shares
|
$372,070
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,638
shares
|
$371,938
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
5,638
shares
|
$371,938
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,609
shares
|
$370,025
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
5,595
shares
|
$369,102
0.06% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
5,590
shares
|
$368,772
0.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,580
shares
|
$368,112
0.11% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,579
shares
|
$368,046
0.04% of portfolio
|
Q1 2024
Reduced 13.89%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
5,538
shares
|
$365,341
0.04% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
5,532
shares
|
$364,946
0.17% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,528
shares
|
$364,682
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,523
shares
|
$364,352
0.03% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,500
shares
|
$362,835
0.06% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,498
shares
|
$362,703
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
5,457
shares
|
$359,998
0.07% of portfolio
|
Q3 2024
New holding
|