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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
98
shares
|
$5,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
97
shares
|
$5,810
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
97
shares
|
$5,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
95
shares
|
$5,690
0.0% of portfolio
|
Q4 2024
Reduced 41.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
95
shares
|
$5,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
93
shares
|
$5,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$5,391
0.0% of portfolio
|
Q2 2022
Reduced 46.11%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
89
shares
|
$5,331
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
87
shares
|
$5,211
0.0% of portfolio
|
Q1 2024
Reduced 84.41%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
86
shares
|
$5,151
0.0% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
86
shares
|
$5,151
0.0% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
76
shares
|
$4,552
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
75
shares
|
$4,492
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
66
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
65
shares
|
$3,893
0.0% of portfolio
|
Q3 2022
Reduced 8.45%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
62
shares
|
$3,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
60
shares
|
$3,594
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
59
shares
|
$3,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
58
shares
|
$3,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
56
shares
|
$3,354
0.0% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
54
shares
|
$3,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
53
shares
|
$3,174
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
53
shares
|
$3,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
51
shares
|
$3,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$2,995
0.0% of portfolio
|
Q4 2024
New holding
|