# CARRIER GLOBAL CORPORATION (CARR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CARR/

- Reporting holders: 63
- Reported value: $94.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $40.0M | 729,501 | 0.7% | 6 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $8.4M | 153,236 | 1.5% | 19 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $7.2M | 130,674 | 0.4% | 24 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $5.7M | 104,680 | 1.8% | 25 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.6M | 64,890 | 0.0% | 26 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.9M | 52,152 | 0.2% | 14 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.5M | 44,712 | 0.1% | 24 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $2.4M | 42,945 | 0.4% | 1 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.3M | 41,763 | 0.1% | 26 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.8M | 32,729 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 29,843 | 0.0% | 16 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.5M | 27,058 | 0.1% | 26 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.4M | 26,276 | 0.5% | 6 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $1.4M | 25,835 | 1.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $998.8K | 17,890 | 0.0% | 18 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $889.2K | 16,209 | 0.1% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $870.1K | 15,861 | 0.0% | 9 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $664.5K | 12,112 | 0.6% | 20 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $652.8K | 11,900 | 0.1% | 26 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $635.7K | 11,559 | 0.0% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $562.0K | 10,245 | 0.1% | 11 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $500.5K | 9,124 | 0.3% | 8 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $472.3K | 8,610 | 0.1% | 8 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $455.7K | 8,307 | 0.3% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $444.8K | 8,108 | 0.0% | 27 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 63 | $94.3M |
| Q2 2026 | 1,662 | $57.1B |
| Q1 2026 | 1,504 | $41.4B |
| Q4 2025 | 1,515 | $38.0B |
| Q3 2025 | 1,498 | $45.2B |
| Q2 2025 | 1,594 | $53.7B |
| Q1 2025 | 1,534 | $46.0B |
| Q4 2024 | 1,571 | $51.6B |
| Q3 2024 | 1,559 | $64.5B |
| Q2 2024 | 1,459 | $50.4B |
| Q1 2024 | 1,426 | $47.3B |
| Q4 2023 | 1,408 | $45.1B |