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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
201
shares
|
$13,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$13,286
0.0% of portfolio
|
Q3 2022
Reduced 47.37%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$13,286
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
168
shares
|
$11,160
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
168
shares
|
$11,160
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
159
shares
|
$10,562
0.0% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
150
shares
|
$9,964
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
149
shares
|
$9,898
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
145
shares
|
$9,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
145
shares
|
$9,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
134
shares
|
$8,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
133
shares
|
$8,835
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
129
shares
|
$8,569
0.0% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
125
shares
|
$8,303
0.01% of portfolio
|
Q2 2024
Reduced 83.87%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
125
shares
|
$8,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
120
shares
|
$7,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
118
shares
|
$7,838
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
116
shares
|
$7,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
111
shares
|
$7,373
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
110
shares
|
$7,307
0.0% of portfolio
|
Q2 2022
Reduced 94.79%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
110
shares
|
$7,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
101
shares
|
$6,709
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
101
shares
|
$6,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$6,643
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$6,643
0.01% of portfolio
|
Q2 2022
New holding
|