CARR — Carrier Global Corporation Institutional Holders · Q3 2026

Name: Who Owns CARR? 80 Institutions Hold $137M (Q3 2026)
Creator: ko.io

Who owns Carrier Global Corporation (CARR)? 80 institutions reported holding $136.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($40.0M), Professional Advisory Services Inc ($20.3M), Mn Services Vermogensbeheer B.V. ($12.1M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$40.0M	729,501	Added
2	PROFESSIONAL ADVISORY SERVICES INC	$20.3M	370,360	Added
3	Mn Services Vermogensbeheer B.V.	$12.1M	220,200	Hold
4	Lincoln Capital LLC	$8.4M	153,236	Added
5	JACOBS & CO/CA	$8.2M	148,606	Trimmed
6	AVITY INVESTMENT MANAGEMENT INC.	$7.2M	130,674	Trimmed
7	HALL LAURIE J TRUSTEE	$5.7M	104,680	Trimmed
8	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.6M	64,890	Trimmed
9	CANANDAIGUA NATIONAL BANK & TRUST CO	$2.9M	52,152	Trimmed
10	Venture Visionary Partners LLC	$2.5M	44,712	Added
11	DIVERSIFIED MANAGEMENT INC	$2.4M	42,945	New
12	YHB Investment Advisors, Inc.	$2.3M	41,763	Trimmed
13	GAMMA Investing LLC	$1.8M	32,729	Trimmed
14	Farther Finance Advisors, LLC	$1.6M	29,843	Added
15	MOODY NATIONAL BANK TRUST DIVISION	$1.5M	27,058	Added
16	Ridgewood Investments LLC	$1.4M	26,276	Added
17	MFG WEALTH MANAGEMENT, INC.	$1.4M	25,835	Trimmed
18	NEVILLE RODIE & SHAW INC	$1.1M	20,473	Hold
19	Wedmont Private Capital	$998,794	17,890	Added
20	Wealth Enhancement Trust Services, Inc.	$889,226	16,209	Trimmed
21	EASTERN BANK	$870,134	15,861	Added
22	CX Institutional	$746,000	13,596	Trimmed
23	Barden Capital Management, Inc.	$664,464	12,112	Trimmed
24	BENEDICT FINANCIAL ADVISORS INC	$652,844	11,900	Trimmed
25	Apella Capital, LLC	$635,748	11,559	Added

Source: SEC Form 13F filings · as of 2026-09-30