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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,353
shares
|
$87,674
0.03% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,340
shares
|
$86,832
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,336
shares
|
$86,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,325
shares
|
$85,860
0.01% of portfolio
|
Q1 2022
Reduced 1.85%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
1,300
shares
|
$84,240
0.04% of portfolio
|
Q3 2023
Reduced 22.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,295
shares
|
$83,916
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,267
shares
|
$82,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,259
shares
|
$81,583
0.0% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,219
shares
|
$78,991
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
1,210
shares
|
$78,408
0.09% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
1,200
shares
|
$77,760
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,189
shares
|
$77,047
0.08% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,184
shares
|
$76,723
0.06% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,181
shares
|
$76,528
0.02% of portfolio
|
Q4 2024
Added 141.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,163
shares
|
$75,362
0.0% of portfolio
|
Q4 2023
Reduced 22.93%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,155
shares
|
$74,844
0.02% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,138
shares
|
$73,742
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,124
shares
|
$72,835
0.04% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,122
shares
|
$72,705
0.03% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,104
shares
|
$71,539
0.01% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,085
shares
|
$70,308
0.03% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,023
shares
|
$66,290
0.02% of portfolio
|
Q2 2024
Reduced 22.68%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$64,800
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$64,800
0.16% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$64,800
0.03% of portfolio
|
Q4 2023
Reduced 9.09%
|