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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,290
shares
|
$348,981
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
5,274
shares
|
$347,925
0.29% of portfolio
|
Q2 2024
Added 53.14%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
5,271
shares
|
$347,727
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,248
shares
|
$346,210
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
5,239
shares
|
$345,616
0.22% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
5,229
shares
|
$344,957
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
5,211
shares
|
$343,769
0.11% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,208
shares
|
$343,571
0.01% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,206
shares
|
$343,439
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,181
shares
|
$341,790
0.07% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,175
shares
|
$341,394
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,169
shares
|
$340,998
0.04% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,163
shares
|
$340,603
0.08% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,127
shares
|
$338,228
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,109
shares
|
$337,040
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
5,106
shares
|
$336,842
0.11% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
5,087
shares
|
$335,589
0.17% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,086
shares
|
$335,523
0.08% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
5,070
shares
|
$334,467
0.19% of portfolio
|
Q2 2023
Added 8.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,052
shares
|
$333,280
0.01% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,050
shares
|
$333,148
0.06% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,050
shares
|
$333,148
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
5,047
shares
|
$332,950
0.2% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
5,042
shares
|
$332,620
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,040
shares
|
$332,488
0.07% of portfolio
|
Q3 2024
Reduced 5.03%
|