Carrier Global (CARR) Institutional Ownership

$64.31
+0.05 (+0.08%)
(As of 08:42 AM ET)

Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
756
Total
Institutional Inflows
(last 12 months)
$94.63B
Number of
Institutional Sellers
(last 12 months)
618
Total
Institutional Outflows
(last 12 months)
$3.22B
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.1,016,827$59.08M0.1%+14.0%0.113%
5/9/2024Souders Financial Advisors79,069$4.60M0.7%+2.9%0.009%
5/9/2024Angeles Wealth Management LLC3,838$223K0.0%-7.6%0.000%
5/9/2024State Board of Administration of Florida Retirement System939,408$54.61M0.1%+1.9%0.104%
5/9/2024Dearborn Partners LLC624,724$36.32M1.6%-23.6%0.069%
5/9/2024Pettyjohn Wood & White Inc.11,860$689K0.1%+22.8%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.390,272$22.69M0.1%+50.1%0.043%
5/8/2024Entropy Technologies LP10,030$583K0.1%N/A0.001%
5/8/2024Berkshire Money Management Inc.4,064$236K0.0%N/A0.000%
5/8/2024J.P. Marvel Investment Advisors LLC68,684$3.99M0.7%+22.0%0.008%
5/8/2024Sheets Smith Wealth Management4,342$252K0.0%+14.5%0.000%
5/8/2024Bleakley Financial Group LLC49,069$2.85M0.1%+8.4%0.005%
5/8/2024Heritage Wealth Advisors1,300$76K0.0%+72.6%0.000%
5/8/2024ProShare Advisors LLC106,361$6.18M0.0%-3.8%0.012%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS183,412$10.66M0.1%-0.2%0.020%
5/8/2024Avantax Advisory Services Inc.64,265$3.74M0.0%+2.0%0.007%
5/8/2024US Bancorp DE305,645$17.77M0.0%-2.7%0.034%
5/8/2024Hohimer Wealth Management LLC13,712$797K0.2%-37.4%0.002%
5/8/2024Russell Investments Group Ltd.1,527,839$88.71M0.1%+2.6%0.170%
5/8/2024 Washington Trust Advisors Inc.5,579$324K0.0%-13.9%0.001%
5/8/2024 QRG Capital Management Inc.58,291$3.39M0.0%+6.0%0.006%
5/8/2024 Legacy Capital Group California Inc.9,845$572K0.2%N/A0.001%
5/8/2024 Delta Financial Advisors LLC33,780$1.96M0.8%+4.3%0.004%
5/7/2024 Meeder Advisory Services Inc.15,777$917K0.1%+3.0%0.002%
5/7/2024 NorthRock Partners LLC5,033$293K0.0%-3.6%0.001%
5/7/2024 Choate Investment Advisors14,048$817K0.0%-29.9%0.002%
5/7/2024 Sei Investments Co.238,181$13.85M0.0%+0.6%0.026%
5/7/2024 Concurrent Investment Advisors LLC25,765$1.50M0.1%+155.5%0.003%
5/7/2024 Atomi Financial Group Inc.3,714$216K0.0%N/A0.000%
5/7/2024 Reynders McVeigh Capital Management LLC947,097$55.06M3.2%+1.1%0.105%
5/7/2024 KCM Investment Advisors LLC20,998$1.22M0.0%-5.4%0.002%
5/7/2024 Swiss National Bank2,420,885$140.73M0.1%-7.6%0.269%
5/7/2024 NTV Asset Management LLC7,643$444K0.1%+4.4%0.001%
5/7/2024 Forsta AP Fonden176,600$10.27M0.1%-42.2%0.020%
5/7/2024 Highland Capital Management LLC235,256$13.68M0.8%-0.5%0.026%
5/7/2024 ClariVest Asset Management LLC41,244$2.40M0.2%-70.2%0.005%
5/7/2024 Nvwm LLC744$43K0.0%-31.3%0.000%
5/7/2024 Oppenheimer Asset Management Inc.6,821$397K0.0%-25.1%0.001%
5/7/2024 Oppenheimer & Co. Inc.137,570$8.00M0.1%-26.7%0.015%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management175,592$10.21M0.3%+21.9%0.019%
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5/7/2024 Wealthspire Advisors LLC8,658$503K0.0%-5.2%0.001%
5/7/2024 Empowered Funds LLC45,760$2.66M0.0%+7.3%0.005%
5/7/2024 AIA Group Ltd135,222$7.86M0.3%+36.6%0.015%
5/6/2024 Envestnet Portfolio Solutions Inc.33,125$1.93M0.0%+31.2%0.004%
5/6/2024 Empirical Finance LLC30,195$1.76M0.1%+3.5%0.003%
5/6/2024 Mawer Investment Management Ltd.816,211$47.45M0.2%-22.5%0.091%
5/6/2024 Manchester Capital Management LLC4,385$255K0.0%+4.3%0.000%
5/6/2024 TFG Advisers LLC7,500$436K0.2%+7.5%0.001%
5/6/2024 Delaney Dennis R9,980$580K0.3%N/A0.001%
5/6/2024 Broderick Brian C20,398$1.19M0.3%N/A0.002%
5/6/2024 Hemenway Trust Co LLC108,170$6.29M0.5%N/A0.012%
5/6/2024 Texas Permanent School Fund Corp172,701$10.04M0.1%-0.3%0.019%
5/4/2024 Blue Square Asset Management LLC32,354$1.88M1.2%-6.7%0.004%
5/4/2024 Howland Capital Management LLC5,596$325K0.0%N/A0.001%
5/4/2024 Geneos Wealth Management Inc.2,694$157K0.0%+10.0%0.000%
5/4/2024 Riggs Asset Managment Co. Inc.4,399$256K0.1%-18.5%0.000%
5/4/2024 WBI Investments LLC30,423$1.77M0.4%N/A0.003%
5/4/2024 Team Hewins LLC6,349$369K0.1%+26.7%0.001%
5/4/2024 Affinity Investment Advisors LLC3,444$200K0.1%N/A0.000%
5/3/2024 Signaturefd LLC16,101$936K0.0%+2.8%0.002%
5/3/2024 Catalina Capital Group LLC4,341$252K0.1%N/A0.000%
5/3/2024 Larson Financial Group LLC718$42K0.0%+38.9%0.000%
5/3/2024 Rehmann Capital Advisory Group4,400$256K0.0%N/A0.000%
5/3/2024 Chevy Chase Trust Holdings LLC466,205$27.10M0.1%-1.3%0.052%
5/3/2024 Commerce Bank143,687$8.35M0.1%-1.3%0.016%
5/3/2024 Wellington Shields Capital Management LLC6,650$387K0.1%-4.0%0.001%
5/3/2024 AA Financial Advisors LLC4,825$280K0.1%N/A0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S32,676$1.90M0.0%-27.4%0.004%
5/3/2024 Central Pacific Bank Trust Division5,370$308K0.0%N/A0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.42,234$2.46M0.1%-1.3%0.005%
5/3/2024 Whittier Trust Co.35,002$2.04M0.0%-1.8%0.004%
5/2/2024 Knowledge Leaders Capital LLC15,464$899K1.6%-8.5%0.002%
5/2/2024 Pegasus Asset Management Inc.80,065$4.65M1.8%+0.9%0.009%
5/2/2024 Financial Counselors Inc.8,196$476K0.0%+5.3%0.001%
5/2/2024 Mutual of America Capital Management LLC109,575$6.37M0.1%-2.6%0.012%
5/2/2024 Daiwa Securities Group Inc.80,816$4.70M0.0%+7.5%0.009%
5/2/2024 Graypoint LLC9,481$551K0.0%-2.8%0.001%
5/2/2024 Haverford Trust Co4,902$285K0.0%N/A0.001%
5/2/2024Value Partners Investments Inc.27,319$1.59M0.0%+8.8%0.003%
5/2/2024 Pittenger & Anderson Inc.5,390$313K0.0%-15.6%0.001%
5/2/2024 GSB Wealth Management LLC4,820$280K0.1%+11.4%0.001%
5/2/2024 Nordea Investment Management AB822,954$47.63M0.1%+5.5%0.091%
5/2/2024 Bryn Mawr Capital Management LLC5,339$310K0.0%-15.2%0.001%
5/2/2024 BNP Paribas24,655$1.43M0.1%N/A0.003%
5/2/2024 Choreo LLC22,107$1.29M0.0%+3.7%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.21,468$1.25M0.1%+2.9%0.002%
5/2/2024 Hunter Associates Investment Management LLC22,809$1.32M0.2%+6.3%0.003%
5/2/2024 Palisade Asset Management LLC1,610$94K0.0%N/A0.000%
5/2/2024 PDS Planning Inc3,954$230K0.0%+8.2%0.000%
5/1/2024 GLOBALT Investments LLC GA14,716$855K0.0%-1.6%0.002%
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5/1/2024 Resonant Capital Advisors LLC9,711$564K0.0%+3.8%0.001%
5/1/2024 Connecticut Wealth Management LLC110,433$6.42M0.3%+1.0%0.012%
5/1/2024 Janney Montgomery Scott LLC161,601$9.39M0.0%+4.2%0.018%
5/1/2024 Meitav Investment House Ltd.856,290$49.79M1.0%-7.7%0.095%
5/1/2024 Mirae Asset Global Investments Co. Ltd.149,931$8.72M0.0%-0.9%0.017%
5/1/2024 Mission Wealth Management LP6,501$378K0.0%+9.5%0.001%
5/1/2024 Sequoia Financial Advisors LLC12,447$724K0.0%-27.8%0.001%
5/1/2024 Diversify Advisory Services LLC6,670$383K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC76,917$4.47M0.0%-14.3%0.009%
4/30/2024 J.W. Cole Advisors Inc.14,732$855K0.0%+24.2%0.002%
(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, 1,363 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Aspire Private Capital LLC ($51.19B), Capital Research Global Investors ($5.33B), Vanguard Group Inc. ($5.18B), Capital International Investors ($4.66B), Capital World Investors ($3.68B), 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 1,110 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 World Investors ($24.50M), Capital International Investors ($22.71M), Capital Research Global Investors ($18.53M), Fisher Asset Management LLC ($11.04M), Norges Bank ($7.74M), and Balyasny Asset Management L.P. ($6.54M).

How much institutional buying is happening at Carrier Global?

Institutional investors have bought a total of 1,977,073,226 shares in the last 24 months. This purchase volume represents approximately $97.94B in transactions.

Which Carrier Global major shareholders have been selling company stock?

Of the 828 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 ($16.41M), Bank of America Corp DE ($6.68M), Fiera Capital Corp ($6.16M), FMR LLC ($3.55M), Bank Julius Baer & Co. Ltd Zurich ($3.40M), Renaissance Technologies LLC ($3.22M), and Victory Capital Management Inc. ($2.94M).

How much institutional selling is happening at Carrier Global?

Institutional investors have sold a total of 104,508,607 shares in the last 24 months. This volume of shares sold represents approximately $4.99B in transactions.


This page (NYSE:CARR) was last updated on 5/9/2024 by MarketBeat.com Staff

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