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Carrier Global (CARR) Institutional Ownership

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$59.87 +0.68 (+1.16%)
Closing price 04/17/2025 03:59 PM Eastern
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$59.96 +0.09 (+0.15%)
As of 04/17/2025 06:02 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)
871
Total
Institutional Inflows
(last 12 months)
$5.76B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$6.15B
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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
4/18/2025 Broderick Brian C112,847$7.15M1.5%+28.0%0.013%
4/18/2025 Hemenway Trust Co LLC369,426$23.42M1.9%+12.4%0.043%
4/18/2025 Birch Hill Investment Advisors LLC20,891$1.32M0.1%-1.1%0.002%
4/18/2025 CENTRAL TRUST Co22,183$1.41M0.0%-3.3%0.003%
4/17/2025 NBT Bank N A NY59,949$3.80M0.3%-1.2%0.007%
4/17/2025 Robertson Stephens Wealth Management LLC5,825$369K0.0%-11.4%0.001%
4/17/2025 AA Financial Advisors LLC3,757$238K0.1%-34.6%0.000%
4/17/2025 Grove Bank & Trust4,580$290K0.0%+17.7%0.001%
4/17/2025 Grimes & Company Inc.11,713$743K0.0%+5.8%0.001%
4/17/2025 Mountain Pacific Investment Advisers LLC7,130$452K0.0%-2.7%0.001%
4/17/2025 QRG Capital Management Inc.91,108$5.78M0.1%+24.4%0.011%
4/17/2025 Sagespring Wealth Partners LLC10,707$679K0.0%+14.7%0.001%
4/17/2025 Sowell Financial Services LLC3,699$234K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC271,795$17.23M0.0%+72.4%0.031%
4/17/2025 Mission Wealth Management LP8,060$511K0.0%+2.4%0.001%
4/17/2025 Hanson & Doremus Investment Management2,400$152K0.0%-6.7%0.000%
4/17/2025 Abound Wealth Management1,212$77K0.0%+621.4%0.000%
4/17/2025 Trust Co. of Toledo NA OH19,687$1.25M0.2%+40.6%0.002%
4/17/2025 Mn Services Vermogensbeheer B.V.297,400$18.86M0.1%-6.4%0.034%
4/17/2025 North Star Investment Management Corp.35,300$2.24M0.2%-24.6%0.004%
4/17/2025 Brighton Jones LLC9,303$590K0.0%+16.9%0.001%
4/17/2025 Exchange Traded Concepts LLC1,654$105K0.0%+31.4%0.000%
4/17/2025 Foster Victor Wealth Advisors LLC169,263$10.03M0.8%+14.3%0.020%
4/17/2025 Ritholtz Wealth Management3,968$252K0.0%+34.0%0.000%
4/17/2025 Massachusetts Wealth Management20,600$1.31M0.9%+9.4%0.002%
4/17/2025 Raub Brock Capital Management LP252,356$16.00M3.6%-3.7%0.029%
4/16/2025 Dover Advisors LLC11,312$717K0.3%+5.1%0.001%
4/16/2025 Opal Wealth Advisors LLC2,009$127K0.0%N/A0.000%
4/16/2025 Farmers & Merchants Investments Inc.20,234$1.28M0.0%-29.7%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC552,713$35.04M0.1%+15.8%0.064%
4/16/2025 Stock Yards Bank & Trust Co.5,081$322K0.0%-5.1%0.001%
4/16/2025 Griffin Asset Management Inc.22,352$1.42M0.2%+3.1%0.003%
4/16/2025 Azzad Asset Management Inc. ADV29,243$1.85M0.2%+0.8%0.003%
4/16/2025 New England Research & Management Inc.44,500$2.82M1.4%-4.7%0.005%
4/16/2025 CVA Family Office LLC2,421$153K0.0%+8.5%0.000%
4/16/2025 Salem Investment Counselors Inc.16,885$1.07M0.0%-17.6%0.002%
4/16/2025 Folger Nolan Fleming Douglas Capital Management Inc.9,262$587K0.1%-3.1%0.001%
4/16/2025 Bar Harbor Wealth Management13,522$857K0.1%-1.4%0.002%
4/16/2025 Relyea Zuckerberg Hanson LLC3,868$245K0.0%-17.1%0.000%
4/16/2025 Delta Capital Management LLC54,390$3.45M1.4%-3.0%0.006%
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4/16/2025 NorthCrest Asset Manangement LLC113,642$7.21M0.2%+2.0%0.013%
4/16/2025 Liberty Capital Management Inc.25,878$1.64M0.4%-10.8%0.003%
4/16/2025 Baker Chad R263,900$16.73M3.4%-2.8%0.031%
4/16/2025 Rockland Trust Co.7,558$479K0.0%-4.4%0.001%
4/16/2025 Ferguson Wellman Capital Management Inc.72,041$4.57M0.1%-1.1%0.008%
4/16/2025 West Oak Capital LLC4,275$271K0.1%-12.3%0.000%
4/15/2025 Fifth Third Bancorp103,263$6.55M0.0%+15.1%0.012%
4/15/2025 Simon Quick Advisors LLC3,898$247K0.0%+20.5%0.000%
4/15/2025 Baker Ellis Asset Management LLC95,408$6.05M0.9%-1.0%0.011%
4/15/2025 InTrack Investment Management Inc19,226$1.22M1.1%-3.4%0.002%
4/15/2025 Curbstone Financial Management Corp23,898$1.52M0.3%+2.6%0.003%
4/15/2025 CX Institutional9,875$626K0.0%-27.5%0.001%
4/15/2025 Assenagon Asset Management S.A.741,177$46.99M0.1%+1,046.1%0.086%
4/15/2025 Franklin Street Advisors Inc. NC6,161$391K0.0%+16.9%0.001%
4/15/2025 Trueblood Wealth Management LLC23,475$1.49M0.7%+8.1%0.003%
4/15/2025 Sanibel Captiva Trust Company Inc.23,912$1.52M0.0%-3.1%0.003%
4/15/2025 SG Americas Securities LLC41,895$2.66M0.0%+2,163.4%0.005%
4/15/2025 Avanza Fonder AB65,389$4.25M0.1%-14.5%0.008%
4/15/2025 Parsons Capital Management Inc. RI89,122$5.65M0.3%-3.2%0.010%
4/15/2025 Livforsakringsbolaget Skandia Omsesidigt5,929$376K0.0%-11.9%0.001%
4/15/2025 GAMMA Investing LLC16,698$1.06M0.1%+12.7%0.002%
4/15/2025 Wealthcare Advisory Partners LLC6,615$419K0.0%-14.1%0.001%
4/14/2025 Yousif Capital Management LLC102,818$6.52M0.1%-2.1%0.012%
4/14/2025 Farther Finance Advisors LLC9,664$614K0.0%+36.2%0.001%
4/14/2025 City Holding Co.13,720$870K0.1%-2.5%0.002%
4/14/2025 Daymark Wealth Partners LLC63,232$4.01M0.1%+1.6%0.007%
4/14/2025 Courier Capital LLC7,932$503K0.0%-3.2%0.001%
4/14/2025 Wesbanco Bank Inc.45,038$2.86M0.1%-1.4%0.005%
4/14/2025 Park Avenue Securities LLC41,170$2.61M0.0%+35.3%0.005%
4/14/2025 OLD National Bancorp IN8,204$520K0.0%+3.4%0.001%
4/14/2025 Professional Advisory Services Inc.320,273$20.31M2.8%+8.3%0.037%
4/14/2025 Bank of New Hampshire1,940$123K0.0%-34.0%0.000%
4/14/2025 Kraematon Investment Advisors Inc.17,350$1.10M1.1%-3.2%0.002%
4/14/2025 Miracle Mile Advisors LLC29,132$1.85M0.0%-10.1%0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC6,898$437K0.1%+4.1%0.001%
4/11/2025 First City Capital Management Inc.6,812$432K0.3%-28.6%0.001%
4/11/2025 Gateway Investment Advisers LLC362,715$23.00M0.3%+0.3%0.042%
4/11/2025 Independence Bank of Kentucky3,956$251K0.0%-5.9%0.000%
4/11/2025 First Affirmative Financial Network3,904$248K0.2%-8.4%0.000%
4/11/2025 SeaCrest Wealth Management LLC5,645$358K0.0%+13.7%0.001%
4/11/2025 Procyon Advisors LLC5,563$353K0.0%-3.5%0.001%
4/11/2025 Avity Investment Management Inc.328,815$20.85M1.7%+7.1%0.038%
4/11/2025 Curat Global LLC1,185$75K0.1%N/A0.000%
4/11/2025 E. Ohman J or Asset Management AB33,900$2.15M0.1%-6.4%0.004%
4/10/2025 Breakwater Capital Group4,266$270K0.0%N/A0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,057$130K0.0%+29.9%0.000%
4/10/2025 Steigerwald Gordon & Koch Inc.303,931$19.27M2.1%-0.6%0.035%
4/10/2025 Gilman Hill Asset Management LLC53,670$3.40M0.6%+2.1%0.006%
4/10/2025 Naples Global Advisors LLC8,065$511K0.0%+26.3%0.001%
4/10/2025 Columbia Asset Management11,576$734K0.1%-93.6%0.001%
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4/10/2025 Clarus Wealth Advisors14,176$861K0.5%+16.1%0.002%
4/10/2025 Rialto Wealth Management LLC9,827$623K0.2%+2.7%0.001%
4/9/2025 Selway Asset Management54,367$3.45M1.4%+44.1%0.006%
4/9/2025 Sentry Investment Management LLC2,446$155K0.1%-30.1%0.000%
4/9/2025 RFG Advisory LLC10,255$650K0.0%+43.0%0.001%
4/9/2025 ST Germain D J Co. Inc.6,708$425K0.0%+3.5%0.001%
4/9/2025 Merit Financial Group LLC38,010$2.41M0.0%-9.2%0.004%
4/9/2025 Harbor Investment Advisory LLC2,575$163K0.0%-11.8%0.000%
4/9/2025 NBC Securities Inc.1,665$105K0.0%+166,400.0%0.000%
4/9/2025 Enterprise Bank & Trust Co16,013$1.02M0.4%N/A0.002%
(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, 1,565 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. ($6.51B), Capital Research Global Investors ($5.15B), Capital International Investors ($5.11B), Capital World Investors ($3.06B), 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 1,269 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), Norges Bank ($16.35M), Capital Research Global Investors ($9.07M), Fisher Asset Management LLC ($8.28M), and Capital World Investors ($8.00M).

How much institutional buying is happening at Carrier Global?

Institutional investors have bought a total of 1,994,326,800 shares in the last 24 months. This purchase volume represents approximately $100.75B in transactions.

Which Carrier Global major shareholders have been selling company stock?

Of the 929 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 ($26.78M), Capital Research Global Investors ($20.21M), Price T Rowe Associates Inc. MD ($12.54M), Capital International Investors ($9.91M), Fiera Capital Corp ($4.55M), JPMorgan Chase & Co. ($4.32M), and PineStone Asset Management Inc. ($3.73M).

How much institutional selling is happening at Carrier Global?

Institutional investors have sold a total of 150,932,907 shares in the last 24 months. This volume of shares sold represents approximately $9.31B in transactions.



This page (NYSE:CARR) was last updated on 4/19/2025 by MarketBeat.com Staff
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