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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
3,698
shares
|
$243,957
0.05% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,678
shares
|
$242,637
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
3,664
shares
|
$241,714
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$240,658
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,632
shares
|
$239,603
0.06% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
3,617
shares
|
$238,613
0.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,611
shares
|
$238,217
0.07% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,609
shares
|
$238,085
0.05% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,600
shares
|
$237,492
0.01% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
3,598
shares
|
$237,360
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,589
shares
|
$236,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,572
shares
|
$235,644
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
3,561
shares
|
$234,919
0.03% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,544
shares
|
$233,797
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$232,412
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,498
shares
|
$230,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$230,433
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,492
shares
|
$230,367
0.05% of portfolio
|
Q4 2023
Reduced 9.23%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
3,488
shares
|
$230,103
0.09% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,475
shares
|
$229,245
0.0% of portfolio
|
Q4 2024
Reduced 60.39%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,467
shares
|
$228,717
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,458
shares
|
$228,124
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
3,452
shares
|
$227,728
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,450
shares
|
$227,596
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
3,433
shares
|
$226,475
0.11% of portfolio
|
Q3 2024
New holding
|