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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,442
shares
|
$157,655
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
2,430
shares
|
$156,880
0.02% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,411
shares
|
$155,654
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,405
shares
|
$155,266
0.03% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,402
shares
|
$155,073
0.01% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
2,354
shares
|
$151,974
0.01% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,327
shares
|
$150,231
0.02% of portfolio
|
Q2 2023
Added 14.24%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,320
shares
|
$149,779
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$149,779
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,297
shares
|
$148,294
0.01% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,279
shares
|
$147,132
0.02% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$145,841
0.01% of portfolio
|
Q3 2024
Added 101.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,258
shares
|
$145,776
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,250
shares
|
$145,260
0.09% of portfolio
|
Q3 2023
Reduced 4.26%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,238
shares
|
$144,485
0.01% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,238
shares
|
$144,485
0.01% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,232
shares
|
$144,097
0.02% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,230
shares
|
$143,968
0.01% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,225
shares
|
$143,646
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,221
shares
|
$143,387
0.06% of portfolio
|
Q2 2022
Reduced 80.72%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,184
shares
|
$140,999
0.1% of portfolio
|
Q3 2024
Reduced 40.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,130
shares
|
$137,512
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
2,116
shares
|
$136,608
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,084
shares
|
$134,543
0.09% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,075
shares
|
$133,962
0.04% of portfolio
|
Q2 2024
Reduced 8.79%
|