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 1,707 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$35,940
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
600
shares
|
$35,940
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
598
shares
|
$35,820
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
595
shares
|
$35,640
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
590
shares
|
$35,341
0.01% of portfolio
|
Q2 2022
Added 20.41%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
589
shares
|
$35,281
0.03% of portfolio
|
Q1 2024
Added 6.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
588
shares
|
$35,221
0.0% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
575
shares
|
$34,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
562
shares
|
$33,663
0.01% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
556
shares
|
$33,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
550
shares
|
$32,945
0.03% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
535
shares
|
$32,046
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
534
shares
|
$31,986
0.01% of portfolio
|
Q2 2024
Added 8.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
528
shares
|
$31,627
0.02% of portfolio
|
Q4 2024
Reduced 97.13%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
527
shares
|
$31,567
0.01% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
515
shares
|
$30,848
0.01% of portfolio
|
Q2 2024
Added 24.1%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
514
shares
|
$30,788
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
511
shares
|
$30,608
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
505
shares
|
$30,249
0.0% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
500
shares
|
$29,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
500
shares
|
$29,950
0.02% of portfolio
|
Q1 2023
Reduced 12.13%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$29,950
0.0% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
500
shares
|
$29,950
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
500
shares
|
$29,950
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
486
shares
|
$29,111
0.0% of portfolio
|
Q4 2022
New holding
|