Carrier Global Corporation
MX ˙ BMV ˙ US14448C1045
SecurityMX:CARR / Carrier Global Corporation
InstitutionMandatum Life Insurance Co Ltd
Latest Disclosed Ownership111,157 shares
Latest Disclosed Value $ 6,259,251
Mandatum Life Insurance Co Ltd reports 36.12% increase in ownership of CARR / Carrier Global Corporation

On May 5, 2026 - Mandatum Life Insurance Co Ltd filed a 13F-HR form disclosing ownership of 111,157 shares of Carrier Global Corporation (MX:CARR) valued at $6,259,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 81,662 shares of Carrier Global Corporation. This represents a change in shares of 36.12% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F CARRIER GLOBAL COM 14448C104 111,157 29,495 36.12 6,259 45.05 1.4073
2026-02-11 2025-12-31 13F CARRIER GLOBAL COM 14448C104 81,662 14,120 20.91 4,315 7.02 0.9852
2025-11-06 2025-09-30 13F CARRIER GLOBAL COM 14448C104 67,542 827 1.24 4,032 -17.41 0.9632
2025-07-11 2025-06-30 13F CARRIER GLOBAL COM 14448C104 66,715 0 0.00 4,883 15.44 1.2852
2025-05-05 2025-03-31 13F CARRIER GLOBAL COM 14448C104 66,715 24,815 59.22 4,230 47.87 1.2987
2025-01-16 2024-12-31 13F CARRIER GLOBAL COM 14448C104 41,900 80 0.19 2,860 -15.03 0.8478
2024-10-21 2024-09-30 13F CARRIER GLOBAL COM 14448C104 41,820 -155 -0.37 3,366 27.16 1.0327
2024-08-01 2024-06-30 13F CARRIER GLOBAL COM 14448C104 41,975 -1,450 -3.34 2,648 4.87 0.8867
2024-05-08 2024-03-31 13F CARRIER GLOBAL COM 14448C104 43,425 -748 -1.69 2,524 -0.51 0.8441
2024-02-09 2023-12-31 13F CARRIER GLOBAL COM 14448C104 44,173 -1,355 -2.98 2,538 0.96 0.9414
2023-10-24 2023-09-30 13F CARRIER GLOBAL COM 14448C104 45,528 170 0.37 2,513 11.49 1.0482
2023-07-27 2023-06-30 13F CARRIER GLOBAL COM 14448C104 45,358 40,000 746.55 2,255 820.00 0.9322
2023-05-09 2023-03-31 13F CARRIER GLOBAL COM 14448C104 5,358 -300 -5.30 245 0.0721
2023-02-09 2022-12-31 13F CARRIER GLOBAL COM 14448C104 5,658 0 0.00 0 -100.00 0.0707
2022-10-26 2022-09-30 13F CARRIER GLOBAL COM 14448C104 5,658 5,658 201 0.0639
2022-07-27 2022-06-30 13F CARRIER GLOBAL COM 14448C104 0 -6,243 -100.00 0 -100.00
2022-05-09 2022-03-31 13F CARRIER GLOBAL COM 14448C104 6,243 2,265 56.94 286 32.41 0.0529
2022-02-09 2021-12-31 13F CARRIER GLOBAL COM 14448C104 3,978 3,978 216 0.0571
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.