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 1,664 institutions that hold shares in the stock, with a total of 734 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 |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,964
shares
|
$193,282
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,962
shares
|
$193,152
0.0% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,961
shares
|
$193,086
0.01% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
2,950
shares
|
$192,369
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,940
shares
|
$191,717
0.05% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$191,717
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,927
shares
|
$190,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,921
shares
|
$190,478
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2,920
shares
|
$190,413
0.06% of portfolio
|
Q2 2024
Reduced 33.62%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,918
shares
|
$190,282
0.02% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,891
shares
|
$188,522
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,874
shares
|
$187,413
0.0% of portfolio
|
Q1 2021
Added 32.3%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,863
shares
|
$186,696
0.13% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,838
shares
|
$185,065
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,818
shares
|
$183,761
0.01% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,808
shares
|
$183,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,806
shares
|
$182,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
2,801
shares
|
$182,653
0.09% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$182,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,788
shares
|
$181,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,741
shares
|
$178,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,739
shares
|
$178,610
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
2,708
shares
|
$176,588
0.08% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,707
shares
|
$176,523
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,692
shares
|
$175,545
0.04% of portfolio
|
Q3 2024
Added 3.66%
|