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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
973
shares
|
$63,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
939
shares
|
$60,847
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
939
shares
|
$60,847
0.0% of portfolio
|
Q2 2023
Reduced 15.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
930
shares
|
$60,264
0.02% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
915
shares
|
$59,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
906
shares
|
$58,708
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
903
shares
|
$58,514
0.03% of portfolio
|
Q3 2023
Added 90.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
901
shares
|
$58,384
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
896
shares
|
$58,060
0.02% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
890
shares
|
$57,672
0.05% of portfolio
|
Q4 2023
Added 1680.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
872
shares
|
$56,505
0.02% of portfolio
|
Q3 2024
Added 34.78%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
847
shares
|
$54,885
0.02% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
835
shares
|
$54,108
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
834
shares
|
$54,043
0.03% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
820
shares
|
$53,136
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
803
shares
|
$52,034
0.0% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
802
shares
|
$51,969
0.02% of portfolio
|
Q2 2024
Reduced 40.68%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
800
shares
|
$51,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
800
shares
|
$51,840
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
799
shares
|
$51,775
0.03% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
787
shares
|
$50,997
0.02% of portfolio
|
Q2 2023
Added 14.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
779
shares
|
$50,479
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
778
shares
|
$50,414
0.01% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
768
shares
|
$49,766
0.01% of portfolio
|
Q4 2024
Added 7.11%
|