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 1,712 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,988
shares
|
$391,794
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
5,943
shares
|
$388,850
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,931
shares
|
$388,065
0.02% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,931
shares
|
$388,065
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,927
shares
|
$387,803
0.02% of portfolio
|
Q4 2024
Added 17.79%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,887
shares
|
$385,186
0.01% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
5,852
shares
|
$382,896
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
5,840
shares
|
$382,111
0.04% of portfolio
|
Q3 2023
Reduced 55.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,813
shares
|
$380,344
0.01% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,810
shares
|
$380,148
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,804
shares
|
$379,755
0.28% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5,803
shares
|
$379,690
0.06% of portfolio
|
Q3 2022
Reduced 5.99%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,765
shares
|
$377,203
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,752
shares
|
$376,353
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,747
shares
|
$376,026
0.1% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,742
shares
|
$375,699
0.02% of portfolio
|
Q3 2022
Reduced 15.52%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,727
shares
|
$374,717
0.25% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,722
shares
|
$374,390
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,687
shares
|
$372,100
0.01% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,674
shares
|
$371,249
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
5,673
shares
|
$371,184
0.03% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,638
shares
|
$368,894
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
5,635
shares
|
$368,698
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,609
shares
|
$366,996
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
5,595
shares
|
$366,080
0.06% of portfolio
|
Q4 2024
Added 5.97%
|