Carrier Global Corporation
MX ˙ BMV ˙ US14448C1045
SecurityMX:CARR / Carrier Global Corporation
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership81,538 shares
Latest Disclosed Value $ 4,591,416
AdvisorNet Financial, Inc reports 0.41% increase in ownership of CARR / Carrier Global Corporation

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 81,538 shares of Carrier Global Corporation (MX:CARR) valued at $4,591,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 81,205 shares of Carrier Global Corporation. This represents a change in shares of 0.41% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 81,538 333 0.41 4,591 7.02 0.2377
2026-01-20 2025-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 81,205 131 0.16 4,291 -11.36 0.2285
2025-10-09 2025-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 81,074 4,103 5.33 4,840 -14.08 0.2739
2025-07-14 2025-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 76,971 -794 -1.02 5,633 14.26 0.3631
2025-04-07 2025-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 77,765 -2,461 -3.07 4,930 -9.97 0.3660
2025-01-13 2024-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 80,226 -7,322 -8.36 5,476 -22.28 0.4584
2024-10-15 2024-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 87,548 -1,777 -1.99 7,047 25.06 0.5264
2024-07-16 2024-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 89,325 76 0.09 5,635 8.60 0.5115
2024-04-12 2024-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 89,249 -1,192 -1.32 5,188 -0.13 0.4988
2024-01-19 2023-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 90,441 2,463 2.80 5,196 6.98 0.4791
2023-10-12 2023-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 87,978 2,340 2.73 4,856 14.07 0.4408
2023-07-14 2023-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 85,638 4,887 6.05 4,257 15.24 0.3642
2023-04-28 2023-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 80,751 817 1.02 3,694 12.04 0.3379
2023-01-13 2022-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 79,934 3,839 5.05 3,297 21.84 0.3244
2022-10-04 2022-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 76,095 11,532 17.86 2,706 17.55 0.2702
2022-07-07 2022-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 64,563 12,687 24.46 2,302 -3.28 0.2261
2022-04-14 2022-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 51,876 34,576 199.86 2,380 153.73 0.1498
2022-01-19 2021-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 17,300 9,424 119.65 938 129.90 0.0578
2021-10-15 2021-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 7,876 -13,642 -63.40 408 -60.99 0.0284
2021-07-06 2021-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 21,518 185 0.87 1,046 16.09 0.0693
2021-04-14 2021-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 21,333 -135 -0.63 901 11.23 0.0641
2021-02-04 2020-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 21,468 1,209 5.97 810 30.86 0.0654
2020-11-06 2020-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 20,259 -98 -0.48 619 36.95 0.0531
2020-08-26 2020-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 20,357 20,357 452 0.0364
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.