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 1,704 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,034
shares
|
$335,012
0.01% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
5,032
shares
|
$334,879
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
5,031
shares
|
$334,813
0.17% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
5,027
shares
|
$334,546
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,017
shares
|
$333,881
0.02% of portfolio
|
Q4 2024
Added 205.17%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$332,750
0.09% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
5,000
shares
|
$332,750
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$332,750
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
4,990
shares
|
$332,084
0.02% of portfolio
|
Q4 2023
Reduced 30.34%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
4,973
shares
|
$330,953
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,963
shares
|
$330,287
0.04% of portfolio
|
Q4 2024
Added 51.96%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,949
shares
|
$329,355
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
4,929
shares
|
$328,024
0.11% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
4,901
shares
|
$326,161
0.01% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,895
shares
|
$325,762
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
4,879
shares
|
$324,697
0.07% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
4,875
shares
|
$324,431
0.12% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,853
shares
|
$322,967
0.01% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,850
shares
|
$322,767
0.07% of portfolio
|
Q3 2024
Added 26.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
4,850
shares
|
$322,767
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,840
shares
|
$322,102
0.04% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,838
shares
|
$321,968
0.03% of portfolio
|
Q2 2023
Added 1.04%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,827
shares
|
$321,236
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
4,797
shares
|
$319,240
0.25% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
4,796
shares
|
$319,173
0.02% of portfolio
|
Q2 2024
Reduced 15.58%
|