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 725 Million shares, which have been reported (via 13F filing form) to have a value of $46 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 |
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$3,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
50
shares
|
$3,170
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$3,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
48
shares
|
$3,043
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
47
shares
|
$2,979
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
46
shares
|
$2,916
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
44
shares
|
$2,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
42
shares
|
$2,662
0.0% of portfolio
|
Q4 2024
Reduced 61.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
42
shares
|
$2,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
41
shares
|
$2,599
0.0% of portfolio
|
Q1 2024
Added 20.59%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
40
shares
|
$2,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
40
shares
|
$2,536
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
40
shares
|
$2,536
0.0% of portfolio
|
Q4 2024
Added 21.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$2,472
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
36
shares
|
$2,282
0.0% of portfolio
|
Q2 2024
Reduced 73.53%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
34
shares
|
$2,155
0.0% of portfolio
|
Q4 2023
Reduced 50.72%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
33
shares
|
$2,092
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
32
shares
|
$2,028
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
31
shares
|
$1,965
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$1,775
0.0% of portfolio
|
Q1 2024
Reduced 78.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
26
shares
|
$1,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$1,585
0.0% of portfolio
|
Q3 2020
Reduced 80.16%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
25
shares
|
$1,585
0.0% of portfolio
|
Q4 2022
Added 4.17%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
25
shares
|
$1,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,585
0.0% of portfolio
|
Q4 2024
New holding
|