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 1,669 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 $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,285
shares
|
$212,868
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,265
shares
|
$211,572
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,249
shares
|
$210,535
0.05% of portfolio
|
Q1 2024
Reduced 8.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,235
shares
|
$209,628
0.01% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
3,226
shares
|
$209,044
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
3,219
shares
|
$208,591
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,214
shares
|
$208,267
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,210
shares
|
$208,008
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
3,209
shares
|
$207,943
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,206
shares
|
$207,748
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,200
shares
|
$207,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
3,200
shares
|
$207,360
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,189
shares
|
$206,647
0.02% of portfolio
|
Q3 2024
Reduced 53.88%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3,187
shares
|
$206,517
0.12% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,184
shares
|
$206,323
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,178
shares
|
$205,934
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
3,175
shares
|
$205,740
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,169
shares
|
$205,351
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
3,165
shares
|
$205,092
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
3,160
shares
|
$204,768
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,158
shares
|
$204,638
0.02% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,142
shares
|
$203,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
3,129
shares
|
$202,759
0.03% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,117
shares
|
$201,981
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,110
shares
|
$201,528
0.04% of portfolio
|
Q3 2024
New holding
|