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 1,715 institutions that hold shares in the stock, with a total of 724 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$6,340
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$6,340
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
100
shares
|
$6,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
100
shares
|
$6,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
98
shares
|
$6,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
97
shares
|
$6,149
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
97
shares
|
$6,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
95
shares
|
$6,023
0.0% of portfolio
|
Q4 2024
Reduced 41.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
95
shares
|
$6,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
93
shares
|
$5,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
90
shares
|
$5,706
0.0% of portfolio
|
Q2 2022
Reduced 46.11%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
89
shares
|
$5,642
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
87
shares
|
$5,515
0.0% of portfolio
|
Q1 2024
Reduced 84.41%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
86
shares
|
$5,452
0.0% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
86
shares
|
$5,452
0.0% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
86
shares
|
$5,452
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
76
shares
|
$4,818
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
75
shares
|
$4,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
67
shares
|
$4,247
0.0% of portfolio
|
Q2 2024
Reduced 47.24%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
66
shares
|
$4,184
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
65
shares
|
$4,121
0.0% of portfolio
|
Q3 2022
Reduced 8.45%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
63
shares
|
$3,994
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
62
shares
|
$3,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
60
shares
|
$3,804
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$3,740
0.0% of portfolio
|
Q3 2023
New holding
|