Carrier Global Corporation
US ˙ NYSE ˙ US14448C1045

SecurityCARR / Carrier Global Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership25,364 shares
Latest Disclosed Value $ 1,428,247
Principle Wealth Partners Llc reports 0.39% decrease in ownership of CARR / Carrier Global Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 25,364 shares of Carrier Global Corporation (US:CARR) valued at $1,428,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,464 shares of Carrier Global Corporation. This represents a change in shares of -0.39% during the quarter. The current value of the position is $1,714,099 USD.

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)
2026-05-07 2026-03-31 13F CARRIER GLOBAL COM 14448C104 25,364 -100 -0.39 1,428 6.17 0.0816
2026-02-06 2025-12-31 13F CARRIER GLOBAL COM 14448C104 25,464 87 0.34 1,346 -11.22 0.0757
2025-11-03 2025-09-30 13F CARRIER GLOBAL COM 14448C104 25,377 178 0.71 1,515 -17.84 0.0879
2025-07-30 2025-06-30 13F CARRIER GLOBAL COM 14448C104 25,199 -190 -0.75 1,844 14.61 0.1152
2025-05-06 2025-03-31 13F CARRIER GLOBAL COM 14448C104 25,389 -32 -0.13 1,610 -7.26 0.1151
2025-01-29 2024-12-31 13F CARRIER GLOBAL COM 14448C104 25,421 0 0.00 1,735 -15.20 0.1218
2024-11-13 2024-09-30 13F CARRIER GLOBAL COM 14448C104 25,421 604 2.43 2,046 30.73 0.1449
2024-08-13 2024-06-30 13F CARRIER GLOBAL COM 14448C104 24,817 69 0.28 1,565 8.83 0.1191
2024-04-23 2024-03-31 13F/A-1 CARRIER GLOBAL COM 14448C104 24,748 -2,068 -7.71 1,439 -6.62 0.1124
2024-04-23 2024-03-31 13F CARRIER GLOBAL COM 14448C104 24,748 -2,068 1,439 0.1124
2024-02-05 2023-12-31 13F CARRIER GLOBAL COM 14448C104 26,816 60 0.22 1,541 4.34 0.1326
2023-11-01 2023-09-30 13F CARRIER GLOBAL COM 14448C104 26,756 1,786 7.15 1,477 18.94 0.1484
2023-07-31 2023-06-30 13F CARRIER GLOBAL COM 14448C104 24,970 -225 -0.89 1,241 7.73 0.1247
2023-05-10 2023-03-31 13F CARRIER GLOBAL COM 14448C104 25,195 393 1.58 1,153 12.61 0.1232
2023-02-02 2022-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 24,802 -900 -3.50 1,023 11.93 0.1159
2022-11-14 2022-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 25,702 -105 -0.41 914 -0.65 0.0862
2022-08-02 2022-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 25,807 -1,251 -4.62 920 -25.87 0.1107
2022-05-12 2022-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 27,058 -503 -1.83 1,241 -16.99 0.1305
2022-02-11 2021-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 27,561 -196 -0.71 1,495 4.04 0.1570
2021-11-16 2021-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 27,757 780 2.89 1,437 9.61 0.1659
2021-08-13 2021-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 26,977 -482 -1.76 1,311 13.11 0.1489
2021-05-18 2021-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 27,459 -1,500 -5.18 1,159 6.14 0.1355
2021-02-16 2020-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 28,959 21,313 278.75 1,092 366.67 0.1439
2020-11-16 2020-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 7,646 2,265 42.09 234 95.00 0.0652
2020-08-14 2020-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 5,381 5,381 120 0.0352
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.