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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
500
shares
|
$33,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
500
shares
|
$33,215
0.02% of portfolio
|
Q1 2023
Reduced 12.13%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$33,215
0.0% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
500
shares
|
$33,215
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
486
shares
|
$32,284
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
484
shares
|
$32,152
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
484
shares
|
$32,152
0.0% of portfolio
|
Q4 2024
Added 236.11%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
481
shares
|
$31,952
0.02% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
467
shares
|
$31,022
0.01% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
461
shares
|
$30,624
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
460
shares
|
$30,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
460
shares
|
$30,557
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
450
shares
|
$29,893
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
450
shares
|
$29,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
442
shares
|
$29,362
0.01% of portfolio
|
Q2 2023
Reduced 7.72%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
439
shares
|
$29,162
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
436
shares
|
$28,963
0.08% of portfolio
|
Q3 2024
Added 246.03%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
423
shares
|
$28,099
0.02% of portfolio
|
Q3 2023
Reduced 14.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
407
shares
|
$27,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
407
shares
|
$27,037
0.0% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
404
shares
|
$26,837
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
403
shares
|
$26,771
0.0% of portfolio
|
Q4 2023
Reduced 53.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
400
shares
|
$26,572
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
400
shares
|
$26,572
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
393
shares
|
$26,106
0.0% of portfolio
|
Q3 2024
Reduced 29.32%
|