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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
390
shares
|
$25,907
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
380
shares
|
$25,243
0.01% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
371
shares
|
$24,645
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
371
shares
|
$24,645
0.02% of portfolio
|
Q3 2024
Reduced 36.8%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
362
shares
|
$24,047
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
360
shares
|
$23,914
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
356
shares
|
$23,649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
353
shares
|
$23,449
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
350
shares
|
$23,250
0.0% of portfolio
|
Q1 2021
Added 40.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
350
shares
|
$23,250
0.0% of portfolio
|
Q2 2024
Reduced 39.13%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
346
shares
|
$22,984
0.01% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
341
shares
|
$22,652
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
335
shares
|
$22,254
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
327
shares
|
$21,722
0.01% of portfolio
|
Q2 2024
Reduced 49.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
327
shares
|
$21,722
0.01% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
325
shares
|
$21,589
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
320
shares
|
$21,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
315
shares
|
$20,925
0.01% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
310
shares
|
$20,593
0.0% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
310
shares
|
$20,593
0.01% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
308
shares
|
$20,460
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
302
shares
|
$20,061
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
301
shares
|
$19,995
0.0% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
300
shares
|
$19,929
0.0% of portfolio
|
Q3 2023
Reduced 71.29%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
300
shares
|
$19,929
0.01% of portfolio
|
Q3 2024
New holding
|