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Carrier Global (CARR) Institutional Ownership

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$65.90 +1.10 (+1.69%)
Closing price 03:59 PM Eastern
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$66.01 +0.12 (+0.17%)
As of 05:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
745
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
577
Total
Institutional Outflows
(last 12 months)
$4.14B
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CARR Institutional Buying and Selling by Quarter

Carrier Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Asset Management One Co. Ltd.475,850$32.79M0.1%+1.9%0.053%
1/30/2025Pathway Financial Advisers LLC733$50K0.0%-98.8%0.000%
1/29/2025Sawgrass Asset Management LLC13,282$907K0.1%-7.6%0.001%
1/29/2025TFC Financial Management Inc.4,330$296K0.0%+11.0%0.000%
1/29/2025Fiera Capital Corp7,227,508$493.35M1.6%-4.6%0.806%
1/29/2025MFG Wealth Management Inc.47,966$3.27M3.0%N/A0.005%
1/29/2025Naples Global Advisors LLC6,385$437K0.0%+8.2%0.001%
1/29/2025Allspring Global Investments Holdings LLC38,780$2.65M0.0%-5.2%0.004%
1/29/2025Kentucky Trust Co1,200$82K0.0%N/A0.000%
1/29/2025Valley Brook Capital Group Inc.13,793$942K0.7%+2.4%0.002%
1/29/2025Hartford Investment Management Co.51,640$3.53M0.1%-2.4%0.006%
1/29/2025Louisiana State Employees Retirement System44,900$3.07M0.1%-5.1%0.005%
1/29/2025TCV Trust & Wealth Management Inc.9,629$657K0.1%-2.8%0.001%
1/29/2025Leavell Investment Management Inc.5,927$406K0.0%+17.8%0.001%
1/29/2025Hartline Investment Corp32,221$2.20M0.3%-60.7%0.004%
1/29/2025Summit Trail Advisors LLC24,240$1.66M0.1%+10.6%0.003%
1/29/2025Equitable Trust Co.3,600$246K0.0%-25.5%0.000%
1/29/2025Soltis Investment Advisors LLC12,962$885K0.1%+1.8%0.001%
1/29/2025Wingate Wealth Advisors Inc.3,736$255K0.3%N/A0.000%
1/29/2025Ferguson Wellman Capital Management Inc.72,842$4.97M0.1%-1.2%0.008%
1/29/2025Savant Capital LLC45,501$3.11M0.0%-9.5%0.005%
1/28/2025 Angeles Wealth Management LLC4,375$299K0.0%+10.6%0.000%
1/28/2025 Liberty Capital Management Inc.29,010$1.98M0.4%+4.0%0.003%
1/28/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,386$498K0.0%-11.4%0.001%
1/28/2025 Kestra Private Wealth Services LLC18,980$1.30M0.0%+4.4%0.002%
1/28/2025 Stephens Inc. AR68,857$4.70M0.1%-4.9%0.008%
1/28/2025 Family Capital Trust Co69,155$4.72M1.6%-6.4%0.008%
1/28/2025 Howland Capital Management LLC5,852$401K0.0%+5.7%0.001%
1/28/2025 Quotient Wealth Partners LLC14,702$1.00M0.0%+1.8%0.002%
1/28/2025 Birch Hill Investment Advisors LLC21,128$1.44M0.1%-1.9%0.002%
1/28/2025 Empirical Finance LLC28,476$1.94M0.1%-1.2%0.003%
1/28/2025 Empowered Funds LLC55,962$3.82M0.1%+15.1%0.006%
1/28/2025 Farmers & Merchants Investments Inc.28,802$1.97M0.1%-2.4%0.003%
1/28/2025 Kingsview Wealth Management LLC15,655$1.07M0.0%-2.7%0.002%
1/28/2025 Apollon Wealth Management LLC25,983$1.77M0.0%+15.4%0.003%
1/28/2025 TFG Advisers LLC7,751$529K0.2%+3.6%0.001%
1/28/2025 Cidel Asset Management Inc.12,070$824K0.1%-1.4%0.001%
1/28/2025 Conning Inc.4,901$335K0.0%-5.7%0.001%
1/28/2025 Golden State Wealth Management LLC915$63K0.0%N/A0.000%
1/28/2025 Beese Fulmer Investment Management Inc.18,887$1.29M0.1%-1.9%0.002%
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1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd91,514$6.25M0.1%+9.2%0.010%
1/28/2025 Sumitomo Mitsui Trust Group Inc.1,879,036$128.26M0.1%+0.9%0.209%
1/28/2025 Tandem Financial LLC12,443$852K0.9%N/A0.001%
1/27/2025 Telos Capital Management Inc.108,236$7.39M0.8%-1.7%0.012%
1/27/2025 Silver Oak Securities Incorporated10,229$698K0.1%-1.4%0.001%
1/27/2025 Financial Advocates Investment Management26,863$1.83M0.1%-4.7%0.003%
1/27/2025 State of Alaska Department of Revenue120,920$8.25M0.1%-2.0%0.013%
1/27/2025 Legacy CG LLC65,392$4.46M1.4%-11.9%0.007%
1/27/2025 Bleakley Financial Group LLC52,372$3.58M0.1%+11.4%0.006%
1/27/2025 Robertson Stephens Wealth Management LLC6,571$450K0.0%-61.4%0.001%
1/27/2025 Choreo LLC62,023$4.23M0.1%-2.2%0.007%
1/27/2025 Massachusetts Wealth Management18,825$1.29M0.8%+7.3%0.002%
1/27/2025 Mirae Asset Global Investments Co. Ltd.85,179$5.86M0.0%+26.5%0.009%
1/27/2025 Berkshire Money Management Inc.4,429$302K0.0%N/A0.000%
1/27/2025 Groesbeck Investment Management Corp NJ7,299$498K0.6%-35.4%0.001%
1/27/2025 Hager Investment Management Services LLC12,882$879K0.5%N/A0.001%
1/27/2025 Stratos Wealth Advisors LLC4,450$304K0.0%-8.9%0.000%
1/27/2025 Stratos Wealth Partners LTD.19,685$1.34M0.0%-4.3%0.002%
1/27/2025 Yousif Capital Management LLC105,009$7.17M0.1%-3.9%0.012%
1/27/2025 Retirement Systems of Alabama180,660$12.33M0.0%-2.2%0.020%
1/27/2025 Sargent Investment Group LLC43,237$2.90M0.5%-3.3%0.005%
1/27/2025 Windward Capital Management Co. CA153,236$10.46M0.8%-1.0%0.017%
1/27/2025 1858 Wealth Management LLC14,931$1.02M0.8%+10.5%0.002%
1/27/2025 E. Ohman J or Asset Management AB36,200$2.47M0.1%+13.8%0.004%
1/27/2025 Welch Group LLC95,071$6.49M0.3%+2.9%0.011%
1/24/2025 abrdn plc705,312$48.16M0.1%-5.2%0.079%
1/24/2025 Trust Point Inc.3,467$237K0.0%-5.2%0.000%
1/24/2025 Financial Life Planners2,680$183K0.2%N/A0.000%
1/24/2025 Resonant Capital Advisors LLC9,749$668K0.0%-2.9%0.001%
1/24/2025 Catalina Capital Group LLC4,929$336K0.1%+3.6%0.001%
1/24/2025 Princeton Global Asset Management LLC20,663$1.41M0.3%+1,156.1%0.002%
1/24/2025 JB Capital LLC56,473$3.86M0.2%+0.3%0.006%
1/24/2025 FSM Wealth Advisors LLC6,847$478K0.1%+7.4%0.001%
1/24/2025 U.S. Capital Wealth Advisors LLC110,911$7.57M0.2%+1,791.4%0.012%
1/24/2025 Greenleaf Trust23,480$1.60M0.0%+1.2%0.003%
1/24/2025 Spire Wealth Management7,184$490K0.0%+4.5%0.001%
1/24/2025 DAVENPORT & Co LLC90,800$6.20M0.0%-0.4%0.010%
1/24/2025 Tokio Marine Asset Management Co. Ltd.25,304$1.73M0.1%+7.7%0.003%
1/24/2025 Chicago Partners Investment Group LLC5,887$403K0.0%+2.6%0.001%
1/24/2025 Waldron Private Wealth LLC16,532$1.13M0.0%+90.5%0.002%
1/24/2025 Everett Harris & Co. CA13,152$898K0.0%+4.9%0.001%
1/24/2025 N.E.W. Advisory Services LLC13,137$897K0.1%-1.3%0.001%
1/23/2025 Caprock Group LLC25,974$1.78M0.1%+23.9%0.003%
1/23/2025 AA Financial Advisors LLC5,747$392K0.1%-7.3%0.001%
1/23/2025 Hunter Associates Investment Management LLC22,048$1.50M0.2%+0.9%0.002%
1/23/2025 Cypress Capital Management LLC WY 1,210$83K0.1%-42.7%0.000%
1/23/2025 Crews Bank & Trust25,491$1.74M0.3%N/A0.003%
1/23/2025 OLD Second National Bank of Aurora1,420$97K0.0%-21.1%0.000%
1/23/2025 OLD National Bancorp IN7,932$541K0.0%+2.9%0.001%
1/23/2025 Sentry LLC4,410$301K0.1%-5.4%0.000%
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1/23/2025 Busey Bank12,532$855K0.0%+12.5%0.001%
1/23/2025 Highland Capital Management LLC226,340$15.45M0.9%-4.3%0.025%
1/23/2025 New England Research & Management Inc.46,700$3.19M1.6%+0.4%0.005%
1/23/2025 Hanson & Doremus Investment Management2,572$176K0.0%+6.2%0.000%
1/23/2025 Foster & Motley Inc.9,044$617K0.0%-11.7%0.001%
1/23/2025 Swedbank AB403,798$27.56M0.0%-1.3%0.045%
1/23/2025 Forsta AP Fonden171,800$11.73M0.1%-0.6%0.019%
1/23/2025 Foster Victor Wealth Advisors LLC148,117$10.32M0.8%+6.7%0.017%
1/23/2025 Gateway Wealth Partners LLC10,327$705K0.2%+221.8%0.001%
1/23/2025 Williams & Novak LLC4,499$307K0.3%N/A0.001%
(Data available from 1/1/2016 forward)

CARR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARR shares?

During the previous two years, 1,455 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Aspire Private Capital LLC ($51.19B), Vanguard Group Inc. ($5.48B), Capital Research Global Investors ($5.37B), Capital International Investors ($4.93B), Capital World Investors ($3.28B), BlackRock Inc. ($3.02B), and State Street Corp ($2.71B).Learn more on CARR's institutional investors.

What percentage of Carrier Global stock is owned by institutional investors?

91.00% of Carrier Global stock is owned by institutional investors. Learn more on CARR's institutional investor holdings.

Which institutional investors have been buying Carrier Global stock?

Of the 1,180 institutional investors that purchased Carrier Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.79B), Capital International Investors ($25.74M), JPMorgan Chase & Co. ($19.55M), Capital Research Global Investors ($9.07M), Fisher Asset Management LLC ($8.55M), Capital World Investors ($8.00M), and Norges Bank ($7.74M).

How much institutional buying is happening at Carrier Global?

Institutional investors have bought a total of 1,963,228,618 shares in the last 24 months. This purchase volume represents approximately $98.33B in transactions.

Which Carrier Global major shareholders have been selling company stock?

Of the 866 institutional investors that sold Carrier Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($24.08M), Price T Rowe Associates Inc. MD ($10.79M), Fiera Capital Corp ($5.07M), PineStone Asset Management Inc. ($3.73M), Victory Capital Management Inc. ($2.21M), JPMorgan Chase & Co. ($1.95M), and FMR LLC ($1.84M).

How much institutional selling is happening at Carrier Global?

Institutional investors have sold a total of 106,125,412 shares in the last 24 months. This volume of shares sold represents approximately $6.09B in transactions.



This page (NYSE:CARR) was last updated on 1/30/2025 by MarketBeat.com Staff
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