Carrier Global Corporation
CH ˙ SWX ˙ US14448C1045
SecurityCH:CARR / Carrier Global Corporation
InstitutionClean Yield Group
Latest Disclosed Ownership1,962 shares
Latest Disclosed Value $ 110,480
Clean Yield Group ownership in CARR / Carrier Global Corporation

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 1,962 shares of Carrier Global Corporation (CH:CARR) valued at $110,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,962 shares of Carrier Global Corporation. This represents a change in shares of 0.00% 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)
2026-04-14 2026-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 0 0.00 110 6.80 0.0311
2026-01-26 2025-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 0 0.00 104 -11.97 0.0288
2025-10-23 2025-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 0 0.00 117 -18.18 0.0331
2025-07-17 2025-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 -12 -0.61 144 14.40 0.0430
2025-04-14 2025-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,974 0 0.00 125 -6.72 0.0408
2025-01-13 2024-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,974 0 0.00 135 -15.19 0.0429
2024-10-07 2024-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,974 12 0.61 159 28.46 0.0503
2024-07-10 2024-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 0 0.00 124 7.89 0.0462
2024-05-29 2024-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,962 -262 -11.78 114 -10.24 0.0444
2024-01-24 2023-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,224 -35 -1.55 128 0.79 0.0538
2023-10-12 2023-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 127 12.50 0.0561
2023-07-26 2023-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 112 8.74 0.0463
2023-04-26 2023-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 103 10.75 0.0440
2023-01-31 2022-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 93 16.25 0.0400
2022-10-31 2022-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 80 -1.23 0.0371
2022-07-18 2022-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 81 -22.12 0.0335
2022-04-25 2022-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 104 -15.45 0.0367
2022-01-24 2021-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 0 0.00 123 5.13 0.0393
2021-10-27 2021-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,259 262 13.12 117 20.62 0.0384
2021-07-26 2021-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,997 1,997 97 0.0330
2021-04-26 2021-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 0 -1,831 -100.00 0 -100.00
2021-01-26 2020-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,831 131 7.71 69 32.69 0.0248
2020-10-16 2020-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,700 -666 -28.15 52 -1.89 0.0211
2020-07-22 2020-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,366 2,366 53 0.0229
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.