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 1,713 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
654
shares
|
$43,445
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
653
shares
|
$43,378
0.0% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
639
shares
|
$42,448
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
636
shares
|
$42,249
0.01% of portfolio
|
Q1 2023
Added 52.88%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
632
shares
|
$41,983
0.0% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
619
shares
|
$41,120
0.0% of portfolio
|
Q1 2024
Added 22.09%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
611
shares
|
$40,588
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
608
shares
|
$40,389
0.01% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
600
shares
|
$39,858
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$39,858
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
600
shares
|
$39,858
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
600
shares
|
$39,858
0.03% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
598
shares
|
$39,725
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
595
shares
|
$39,525
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
590
shares
|
$39,193
0.01% of portfolio
|
Q2 2022
Added 20.41%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
589
shares
|
$39,127
0.03% of portfolio
|
Q1 2024
Added 6.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
588
shares
|
$39,060
0.0% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
575
shares
|
$38,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
562
shares
|
$37,333
0.01% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
556
shares
|
$36,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
535
shares
|
$35,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
534
shares
|
$35,473
0.01% of portfolio
|
Q2 2024
Added 8.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
528
shares
|
$35,075
0.02% of portfolio
|
Q4 2024
Reduced 97.13%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
515
shares
|
$34,211
0.01% of portfolio
|
Q2 2024
Added 24.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
511
shares
|
$33,945
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|