Stock ownership · SEC 13F · Q4 2025

CARRIER GLOBAL CORPORATION

Institutional ownership of CARRIER GLOBAL CORPORATION (CUSIP 14448C104) - who holds it, how concentrated it is, and what moved last quarter.

$9.7M
Reported value
8
Institutions
98%
Top-5 share

The verdict

8 institutions report $9.7M of CARRIER GLOBAL CORPORATION positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

8
institutions hold it
$9.7M
reported 13F value
98%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$9.7M

Institutional 13F value

Institutions

8

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

6

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of CARRIER GLOBAL CORPORATION
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CARRIER GLOBAL CORPORATION position has held steady from 8 to 8 over the last 8 quarters of 13F filings.

2468101214 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding CARRIER GLOBAL CORPORATION, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 147,481 $7.8M 80.7%
2 Banque Transatlantique SA 14,993 $792K 8.2%
3 Bell Investment Advisors, Inc 6,795 $359K 3.7%
4 GROUPAMA ASSET MANAGMENT 5,019 $265K 2.7%
5 Anchor Investment Management, LLC 3,984 $210K 2.2%
6 MARINER INVESTMENT GROUP LLC 50,000 $125K 1.3%
7 MidFirst Bank 1,339 $71K 0.7%
8 TD Capital Management LLC 788 $42K 0.4%

Latest Quarter Activity · Q4 2025

What the data says about CARRIER GLOBAL CORPORATION

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold CARRIER GLOBAL CORPORATION?
CARRIER GLOBAL CORPORATION is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CARRIER GLOBAL CORPORATION?
Institutions report $9.7M of CARRIER GLOBAL CORPORATION as of Q4 2025.
How concentrated is ownership of CARRIER GLOBAL CORPORATION?
The top five institutional holders account for 98% of the reported institutional value in CARRIER GLOBAL CORPORATION, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CARRIER GLOBAL CORPORATION?
Pacer Advisors, Inc. is the largest reported holder of CARRIER GLOBAL CORPORATION with $7.8M across 147,481 shares as of Q4 2025.
Where does this CARRIER GLOBAL CORPORATION data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.