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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,419
shares
|
$291,521
0.03% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
4,410
shares
|
$290,927
0.06% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
4,390
shares
|
$289,608
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,375
shares
|
$288,618
0.02% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
4,363
shares
|
$287,827
0.17% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
4,356
shares
|
$287,365
0.02% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$286,639
0.01% of portfolio
|
Q3 2023
Reduced 13.99%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,343
shares
|
$286,507
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4,330
shares
|
$285,650
0.05% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,327
shares
|
$285,452
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,313
shares
|
$284,528
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,312
shares
|
$284,462
0.0% of portfolio
|
Q2 2024
Reduced 50.2%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,296
shares
|
$283,407
0.05% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,292
shares
|
$283,143
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
4,283
shares
|
$282,549
0.24% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,269
shares
|
$281,625
0.12% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,264
shares
|
$281,296
0.17% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,261
shares
|
$281,098
0.02% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,254
shares
|
$280,636
0.12% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
4,242
shares
|
$279,844
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
4,238
shares
|
$279,580
0.07% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
4,219
shares
|
$278,327
0.16% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,216
shares
|
$278,129
0.07% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,215
shares
|
$278,063
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
4,206
shares
|
$277,469
0.04% of portfolio
|
Q3 2024
Added 5.65%
|