CARR Carrier Global Corporation
Carrier Global Corporation (CARR) Institutional Ownership
What the institutions did with CARR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 729.5K | 79.7% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 64.9K | 7.1% |
| Ridgewood Investments LLC | 26.3K | 2.9% |
| NEVILLE RODIE & SHAW INC | 20.5K | 2.2% |
| EASTERN BANK | 15.9K | 1.7% |
| CX Institutional | 13.6K | 1.5% |
| Central Pacific Bank - Trust Division | 10.2K | 1.1% |
| ROCKLAND TRUST CO | 7.4K | 0.8% |
| Montecito Bank & Trust | 7.1K | 0.8% |
| General Partner, Inc. | 6.6K | 0.7% |
| ARGENT CAPITAL MANAGEMENT LLC | 5.7K | 0.6% |
| MassMutual Private Wealth & Trust, FSB | 3.6K | 0.4% |
| Versant Capital Management, Inc | 982 | 0.1% |
| ACIMA PRIVATE WEALTH, LLC | 967 | 0.1% |
| CACTI ASSET MANAGEMENT LLC | 800 | 0.1% |
| Olistico Wealth, LLC | 400 | 0.0% |
| Rosenberg Matthew Hamilton | 391 | 0.0% |
| TOMPKINS FINANCIAL CORP | 332 | 0.0% |
| Coastline Trust Co | 180 | 0.0% |
| Planning Strategies Inc. | 100 | 0.0% |
| Polaris Financial Partners | 54 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 472.8K | 729.5K | +256.7K |
| Ridgewood Investments LLC | Increased | 24.1K | 26.3K | +2.2K |
| CACTI ASSET MANAGEMENT LLC | Reduced | 2.0K | 800 | -1.2K |
| Central Pacific Bank - Trust Division | Reduced | 10.8K | 10.2K | -600 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 65.5K | 64.9K | -585 |
| Coastline Trust Co | Reduced | 460 | 180 | -280 |
| EASTERN BANK | Increased | 15.6K | 15.9K | +230 |
| PARK NATIONAL CORP /OH/ | Sold Out | 189 | 0 | -189 |
| CX Institutional | Reduced | 13.8K | 13.6K | -175 |
| ROCKLAND TRUST CO | Increased | 7.3K | 7.4K | +103 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 3.6K | 3.6K | -59 |
| Versant Capital Management, Inc | Increased | 952 | 982 | +30 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.