Carrier Global (CARR) Institutional Ownership

$66.77

+1.94 (+2.99%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 91.00%
Number of Institutional Buyers (last 12 months): 744
Total Institutional Inflows (last 12 months): $6.58B

Number of Institutional Sellers (last 12 months): 606
Total Institutional Outflows (last 12 months): $4.08B

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CARR Institutional Buying and Selling by Quarter

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Carrier Global Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Kintegral Advisory LLC	28,395	$1.80M	0.2%	+44.2%	0.003%
7/26/2024	Conning Inc.	5,234	$330K	0.0%	+9.9%	0.001%
7/26/2024	Checchi Capital Advisers LLC	9,121	$575K	0.0%	+2.5%	0.001%
7/26/2024	Worth Financial Advisory Group LLC	3,466	$219K	0.1%	N/A	0.000%
7/26/2024	Harbour Investments Inc.	6,489	$409K	0.0%	-14.9%	0.001%
7/26/2024	Bensler LLC	41,167	$2.60M	0.3%	-0.5%	0.005%
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7/26/2024	Eagle Bay Advisors LLC	1,996	$126K	0.1%	-12.8%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	75,968	$4.79M	0.0%	-19.5%	0.008%
7/26/2024	Atomi Financial Group Inc.	4,572	$288K	0.0%	+23.1%	0.001%
7/26/2024	Groesbeck Investment Management Corp NJ	14,286	$901K	1.2%	+26.4%	0.002%
7/26/2024	Dearborn Partners LLC	66,274	$4.18M	0.2%	-89.4%	0.007%
7/26/2024	Signature Estate & Investment Advisors LLC	10,544	$665K	0.0%	+195.2%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	51,706	$3.26M	0.0%	-56.1%	0.006%
7/26/2024	State of Michigan Retirement System	229,525	$14.48M	0.1%	+0.3%	0.025%
7/26/2024	Trust Co. of Virginia VA	10,048	$634K	0.1%	-2.3%	0.001%
7/26/2024	First Command Advisory Services Inc.	1,827	$115K	0.0%	-16.1%	0.000%
7/26/2024	Pegasus Asset Management Inc.	80,673	$5.09M	2.0%	+0.8%	0.009%
7/26/2024	Bailard Inc.	5,824	$367K	0.0%	-8.6%	0.001%
7/26/2024	Verdence Capital Advisors LLC	9,955	$628K	0.1%	-4.8%	0.001%
7/26/2024	Bank of New York Mellon Corp	5,834,798	$368.06M	0.1%	-2.2%	0.648%
7/26/2024	Catalyst Financial Partners LLC	3,387	$214K	0.0%	N/A	0.000%
7/26/2024	TFG Advisers LLC	6,944	$438K	0.2%	-7.4%	0.001%
7/26/2024	Patten Group Inc.	67,076	$4.23M	1.0%	+0.3%	0.007%
7/26/2024	IMA Advisory Services Inc.	25,647	$1.62M	0.4%	-1.0%	0.003%
7/25/2024	Raymond James Trust N.A.	32,728	$2.06M	0.0%	-2.5%	0.004%
7/25/2024	Highland Capital Management LLC	232,979	$14.70M	0.9%	-1.0%	0.026%
7/25/2024	Calamos Advisors LLC	290,668	$18.34M	0.1%	-3.5%	0.032%
7/25/2024	AMG National Trust Bank	57,682	$3.64M	0.1%	+7.6%	0.006%
7/25/2024	Independence Bank of Kentucky	3,981	$251K	0.1%	+237.1%	0.000%
7/25/2024	Kanawha Capital Management LLC	133,567	$8.43M	0.7%	+1.4%	0.015%
7/25/2024	Mn Services Vermogensbeheer B.V.	317,600	$20.03M	0.1%	-2.8%	0.035%
7/25/2024	Monarch Capital Management Inc.	39,161	$2.48M	0.7%	-0.5%	0.004%
7/24/2024	LRI Investments LLC	58,736	$3.71M	0.4%	+2.3%	0.007%
7/24/2024	EdgeRock Capital LLC	512	$32K	0.0%	N/A	0.000%
7/24/2024	Family Firm Inc.	580	$37K	0.0%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	12,614	$796K	0.1%	-1.4%	0.001%
7/24/2024	Retirement Systems of Alabama	184,839	$11.66M	0.0%	+0.2%	0.021%
7/24/2024	West Oak Capital LLC	4,875	$308K	0.1%	-7.6%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	3,989	$252K	0.0%	+5.8%	0.000%
7/24/2024	Charter Oak Capital Management LLC	3,250	$205K	0.0%	N/A	0.000%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
7/24/2024	Cornerstone Wealth Group LLC	4,104	$259K	0.0%	N/A	0.000%
7/24/2024	JB Capital LLC	56,228	$3.55M	0.2%	-4.2%	0.006%
7/24/2024	New York State Teachers Retirement System	706,017	$44.54M	0.1%	-5.2%	0.078%
7/24/2024	Louisiana State Employees Retirement System	47,400	$2.99M	0.1%	-2.5%	0.005%
7/23/2024	St. James Investment Company LLC	3,225	$203K	0.0%	N/A	0.000%
7/23/2024	1620 Investment Advisors Inc.	824	$52K	0.0%	N/A	0.000%
7/23/2024	Griffin Asset Management Inc.	20,547	$1.30M	0.2%	N/A	0.002%
7/23/2024	Moss Adams Wealth Advisors LLC	3,430	$217K	0.0%	N/A	0.000%
7/23/2024	American National Bank	2,326	$147K	0.0%	+11.3%	0.000%
7/23/2024	Courier Capital LLC	9,221	$582K	0.0%	-3.7%	0.001%
7/23/2024	Busey Bank	10,973	$692K	0.0%	+4.0%	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	10,304	$650K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	31,738	$2.00M	0.0%	-6.8%	0.004%
7/22/2024	Legacy CG LLC	79,890	$5.04M	1.7%	+16.4%	0.009%
7/22/2024	Aaron Wealth Advisors LLC	3,998	$252K	0.0%	N/A	0.000%
7/22/2024	Fifth Third Bancorp	96,523	$6.09M	0.0%	-10.0%	0.011%
7/22/2024	Summit Global Investments	3,226	$203K	0.0%	N/A	0.000%
7/22/2024	Hall Laurie J Trustee	99,740	$6.29M	2.2%	+0.3%	0.011%
7/22/2024	Chevy Chase Trust Holdings LLC	461,559	$29.12M	0.1%	-1.0%	0.051%
7/22/2024	Sanibel Captiva Trust Company Inc.	25,836	$1.63M	0.1%	-2.4%	0.003%
7/22/2024	Canton Hathaway LLC	4,500	$284K	0.1%	+12.5%	0.000%
7/22/2024	Cidel Asset Management Inc.	11,947	$754K	0.1%	+23.5%	0.001%
7/22/2024	Dakota Wealth Management	28,668	$1.81M	0.0%	+1.1%	0.003%
7/20/2024	First Horizon Advisors Inc.	8,412	$531K	0.0%	+8.1%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	73,779	$4.65M	0.3%	-0.7%	0.008%
7/20/2024	Means Investment CO. Inc.	12,584	$794K	0.1%	-1.8%	0.001%
7/20/2024	Nisa Investment Advisors LLC	238,013	$15.06M	0.1%	+0.1%	0.026%
7/19/2024	MONECO Advisors LLC	3,707	$234K	0.0%	+5.7%	0.000%
7/19/2024	Vista Investment Partners LLC	11,798	$744K	0.2%	N/A	0.001%
7/19/2024	Raymond James & Associates	1,103,739	$69.62M	0.0%	-38.2%	0.123%
7/19/2024	OFI Invest Asset Management	445,203	$26.20M	0.7%	+28.5%	0.049%
7/19/2024	Hoylecohen LLC	36,216	$2.28M	0.2%	+1.5%	0.004%
7/19/2024	Boston Trust Walden Corp	10,187	$643K	0.0%	-2.9%	0.001%
7/19/2024	TCW Group Inc.	11,762	$742K	0.0%	+1.9%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,842,712	$116.24M	0.1%	-12.1%	0.205%
7/19/2024	1858 Wealth Management LLC	13,543	$854K	0.7%	-1.5%	0.002%
7/19/2024	Everpar Advisors LLC	3,317	$209K	0.1%	N/A	0.000%
7/19/2024	World Equity Group Inc.	5,171	$326K	0.1%	+10.7%	0.001%
7/19/2024	Peddock Capital Advisors LLC	5,169	$326K	0.1%	-6.1%	0.001%
7/18/2024	Foster Victor Wealth Advisors LLC	110,479	$7.72M	0.6%	N/A	0.012%
7/18/2024	NORTHSTAR ASSET MANAGEMENT Co LLC	3,632	$229K	0.1%	-4.6%	0.000%
7/18/2024	Brookstone Capital Management	5,486	$371K	0.0%	-3.5%	0.001%
7/18/2024	Blue Trust Inc.	2,453	$143K	0.0%	+100.9%	0.000%
7/18/2024	Assenagon Asset Management S.A.	27,908	$1.76M	0.0%	-55.2%	0.003%
7/18/2024	Swedbank AB	409,898	$25.86M	0.0%	-3.1%	0.045%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	7,019	$490K	0.0%	+22.3%	0.001%
7/17/2024	Clear Harbor Asset Management LLC	4,749	$300K	0.0%	-23.4%	0.001%
7/17/2024	Founders Capital Management LLC	5,250	$331K	0.1%	+3.4%	0.001%
7/17/2024	Quantum Private Wealth LLC	22,317	$1.41M	0.5%	+3.5%	0.002%
7/17/2024	Bar Harbor Wealth Management	14,719	$928K	0.1%	+2.2%	0.002%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
7/17/2024	Welch Group LLC	84,512	$5.33M	0.3%	+6.5%	0.009%
7/17/2024	J.Safra Asset Management Corp	1,902	$120K	0.0%	+200.0%	0.000%
7/17/2024	Investment Advisory Services Inc. TX ADV	10,527	$664K	0.2%	-4.0%	0.001%
7/17/2024	Chemung Canal Trust Co.	7,590	$479K	0.1%	-4.1%	0.001%
7/17/2024	Country Club Bank	8,462	$535K	0.0%	-4.6%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	32,773	$2.07M	0.0%	-1.1%	0.004%
7/16/2024	PGGM Investments	79,724	$5.03M	0.1%	-31.6%	0.009%
7/16/2024	GPS Wealth Strategies Group LLC	805	$51K	0.0%	N/A	0.000%
7/16/2024	ORG Partners LLC	776	$48K	0.0%	+417.3%	0.000%
7/16/2024	PineStone Asset Management Inc.	6,418,883	$404.90M	2.9%	+139.7%	0.712%

(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, 1,367 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 ($1.67B).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 1,125 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. ($20.10M), Fisher Asset Management LLC ($11.04M), Capital Research Global Investors ($9.07M), 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 1,971,898,721 shares in the last 24 months. This purchase volume represents approximately $98.07B in transactions.
Which Carrier Global major shareholders have been selling company stock?: Of the 823 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 ($5.74M), FMR LLC ($3.55M), Renaissance Technologies LLC ($3.22M), Victory Capital Management Inc. ($2.94M), and Diamond Hill Capital Management Inc. ($2.11M).
How much institutional selling is happening at Carrier Global?: Institutional investors have sold a total of 113,163,593 shares in the last 24 months. This volume of shares sold represents approximately $5.70B in transactions.