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
According to SEC Form 13F-HR filings in this corpus, CARRIER GLOBAL CORPORATION ranks #453 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $9.7M 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
- #453
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, CARRIER GLOBAL CORPORATION ranks #453 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 14448C104 · Q4 2025 $10M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #453/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH MONGODB
- ACTIVITY-MID 6 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: MONGODB INC
Read with: Ownership concentration guide - CARRIER GLOBAL CORPORATION's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · CARRIER GLOBAL CORPORATION
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CARRIER GLOBAL CORPORATION's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (6)
Complete exits (8)
Frequently Asked Questions
How many institutions hold CARRIER GLOBAL CORPORATION?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for CARRIER GLOBAL CORPORATION: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($9.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.