Who Owns Carrier Global Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Carrier Global Corp.

Who crossed 5% of CARR →

Managers holding

as of 2026-09-30

Reported value

$95.5M

summed across filings

Shares held

1.7M

Added vs trimmed

18 / 24

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
PROFESSIONAL ADVISORY SERVICES INCCOM370.4K shadded	370.4K	$20.3M	added
Mn Services Vermogensbeheer B.V.COM220.2K shheld	220.2K	$12.1M	held
Lincoln Capital LLCCOM153.2K shadded	153.2K	$8.4M	added
JACOBS & CO/CACOM148.6K shtrimmed	148.6K	$8.2M	trimmed
AVITY INVESTMENT MANAGEMENT INC.COM130.7K shtrimmed	130.7K	$7.2M	trimmed
HALL LAURIE J TRUSTEEEquities104.7K shtrimmed	104.7K	$5.7M	trimmed
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM64.9K shtrimmed	64.9K	$3.6M	trimmed
CANANDAIGUA NATIONAL BANK & TRUST COCom52.2K shtrimmed	52.2K	$2.9M	trimmed
Venture Visionary Partners LLCCOM44.7K shadded	44.7K	$2.5M	added
DIVERSIFIED MANAGEMENT INCCOM42.9K shtrimmed	42.9K	$2.4M	trimmed
YHB Investment Advisors, Inc.COM41.8K shtrimmed	41.8K	$2.3M	trimmed
GAMMA Investing LLCCommon Stock32.7K shtrimmed	32.7K	$1.8M	trimmed
Farther Finance Advisors, LLCStock29.8K shadded	29.8K	$1.6M	added
MOODY NATIONAL BANK TRUST DIVISIONCOM27.1K shadded	27.1K	$1.5M	added
Ridgewood Investments LLCCOM26.3K shadded	26.3K	$1.4M	added
MFG WEALTH MANAGEMENT, INC.COM25.8K shtrimmed	25.8K	$1.4M	trimmed
NEVILLE RODIE & SHAW INCCOM20.5K shheld	20.5K	$1.1M	held
Wedmont Private CapitalCOM17.9K shadded	17.9K	$998.8K	added
Wealth Enhancement Trust Services, Inc.COM16.2K shtrimmed	16.2K	$889.2K	trimmed
EASTERN BANKCOM15.9K shadded	15.9K	$870.1K	added
Barden Capital Management, Inc.COM12.1K shtrimmed	12.1K	$664.5K	trimmed
BENEDICT FINANCIAL ADVISORS INCCommon Stock11.9K shtrimmed	11.9K	$652.8K	trimmed
Apella Capital, LLCCOM11.6K shadded	11.6K	$635.7K	added
Central Pacific Bank - Trust DivisionCOM10.2K shtrimmed	10.2K	$562K	trimmed
Nautilus Advisors LLCCOM9.1K shadded	9.1K	$500.5K	added
RFG - Bristol Wealth Advisors, LLCCOM8.6K shadded	8.6K	$472.3K	added
Family Legacy Financial Solutions, LLCCOM8.3K shtrimmed	8.3K	$455.7K	trimmed
Valeo Financial Advisors, LLCStock8.1K shtrimmed	8.1K	$444.8K	trimmed
ATWOOD & PALMER INCCOM7.6K shheld	7.6K	$417.3K	held
ROCKLAND TRUST COCOM7.4K shadded	7.4K	$405.3K	added
General Partner, Inc.CL6.6K shheld	6.6K	$361.1K	held
ARGENT CAPITAL MANAGEMENT LLCCOM5.7K shheld	5.7K	$310.5K	held
RIVERSEDGE ADVISORS, LLCCOM5.2K sh—	5.2K	$283K	—
Acropolis Investment Management, LLCCOM5K shtrimmed	5K	$273.3K	trimmed
Avidian Wealth Enterprises, LLCCOM4.7K shadded	4.7K	$256.4K	added
Cooper Financial GroupCOM4.5K shadded	4.5K	$245.9K	added
Wealth Science Advisors LLCCOM4.3K shtrimmed	4.3K	$238.4K	trimmed
Vann Equity Management LLCCOM3.9K shtrimmed	3.9K	$212.2K	trimmed
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.6K shtrimmed	3.6K	$195.6K	trimmed
STEPH & COCOM2.5K shheld	2.5K	$138.4K	held
Bangor Savings BankCOM1.9K shheld	1.9K	$103.7K	held
Grove Bank & TrustCOM1.8K shheld	1.8K	$98.1K	held
CoreCap Advisors, LLCStock1.7K shadded	1.7K	$90.6K	added
Bullock Wealth Management GroupStock1.2K shtrimmed	1.2K	$63.9K	trimmed
ACIMA PRIVATE WEALTH, LLCStock967 shheld	967	$53.1K	held
Bank of New HampshireCOM960 shtrimmed	960	$52.7K	trimmed
ARMSTRONG ADVISORY GROUP, INCCOM653 shadded	653	$35.8K	added
Olistico Wealth, LLCStock400 shheld	400	$21.9K	held
Davis Capital ManagementStock391 shtrimmed	391	$21.5K	trimmed
Rosenberg Matthew HamiltonStock391 shheld	391	$21.5K	held
GK Wealth Management LLCCOM367 sh—	367	$20.1K	—
TOMPKINS FINANCIAL CORPCOM332 shheld	332	$18.2K	held
FIRST COMMUNITY TRUST NACOM272 shheld	272	$14.9K	held
Investors Research CorpCOM262 shheld	262	$14.4K	held
Dorato Capital ManagementCOM220 shheld	220	$12.1K	held
ELEVATION WEALTH PARTNERS, LLCCOM168 shadded	168	$9.2K	added
GILPIN WEALTH MANAGEMENT, LLCCOM75 shadded	75	$4.1K	added
MJT & Associates Financial Advisory Group, Inc.Stock69 shheld	69	$3.8K	held
Trust CoStock37 shtrimmed	37	$2K	trimmed
Retirement Wealth Solutions LLCCOM24 shtrimmed	24	$1.3K	trimmed
AMERICAN NATIONAL BANK & TRUSTCOM24 shheld	24	$1.3K	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on CARR

Company overviewEverything on CARR in one place, with the price.SEC filingsWhat CARR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CARR's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold CARR, and how big a bet.LobbyingWhat CARR spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CARR's account, and who they worked for.Federal contractsWhat federal agencies pay CARR.

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