Carrier Global Corporation
MX ˙ BMV ˙ US14448C1045
SecurityMX:CARR / Carrier Global Corporation
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership31,069 shares
Latest Disclosed Value $ 1,749,474
Sequoia Financial Advisors, LLC reports 4.44% increase in ownership of CARR / Carrier Global Corporation

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 31,069 shares of Carrier Global Corporation (MX:CARR) valued at $1,749,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 29,749 shares of Carrier Global Corporation. This represents a change in shares of 4.44% 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)
2026-04-30 2026-03-31 13F CARRIER GLOBAL COM 14448C104 31,069 1,320 4.44 1,749 11.33 0.0098
2026-02-03 2025-12-31 13F CARRIER GLOBAL COM 14448C104 29,749 10,801 57.00 1,572 38.90 0.0088
2025-10-29 2025-09-30 13F CARRIER GLOBAL COM 14448C104 18,948 -519 -2.67 1,131 -20.58 0.0069
2025-07-25 2025-06-30 13F CARRIER GLOBAL COM 14448C104 19,467 1,182 6.46 1,425 22.86 0.0098
2025-04-23 2025-03-31 13F CARRIER GLOBAL COM 14448C104 18,285 1,400 8.29 1,159 0.61 0.0089
2025-08-08 2024-12-31 13F/A-1 CARRIER GLOBAL COM 14448C104 16,885 2,188 14.89 1,153 -2.54 0.0111
2025-02-07 2024-12-31 13F CARRIER GLOBAL COM 14448C104 16,885 2,188 1,153 0.0111
2024-10-21 2024-09-30 13F CARRIER GLOBAL COM 14448C104 14,697 1,600 12.22 1,183 43.10 0.0127
2024-07-15 2024-06-30 13F CARRIER GLOBAL COM 14448C104 13,097 650 5.22 826 14.25 0.0100
2024-04-30 2024-03-31 13F CARRIER GLOBAL COM 14448C104 12,447 -4,802 -27.84 724 -26.97 0.0090
2024-01-26 2023-12-31 13F CARRIER GLOBAL COM 14448C104 17,249 7,889 84.28 991 91.86 0.0123
2023-11-08 2023-09-30 13F CARRIER GLOBAL COM 14448C104 9,360 -637 -6.37 517 4.03 0.0091
2023-08-08 2023-06-30 13F CARRIER GLOBAL COM 14448C104 9,997 231 2.37 497 11.21 0.0085
2023-04-25 2023-03-31 13F CARRIER GLOBAL COM 14448C104 9,766 899 10.14 447 22.19 0.0099
2023-02-10 2022-12-31 13F/A-1 CARRIER GLOBAL COM 14448C104 8,867 1,583 21.73 366 40.93 0.0090
2023-01-18 2022-12-31 13F CARRIER GLOBAL COM 14448C104 8,867 1,583 366 0.0083
2022-10-26 2022-09-30 13F CARRIER GLOBAL COM 14448C104 7,284 -681 -8.55 259 -8.80 0.0082
2022-07-22 2022-06-30 13F CARRIER GLOBAL COM 14448C104 7,965 472 6.30 284 -17.20 0.0080
2022-05-13 2022-03-31 13F CARRIER GLOBAL COM 14448C104 7,493 1,412 23.22 343 3.94 0.0086
2022-02-22 2021-12-31 13F/A-1 CARRIER GLOBAL COM 14448C104 6,081 6,081 330 0.0090
2022-02-11 2021-12-31 13F CARRIER GLOBAL COM 14448C104 6,081 6,081 330 0.0060
2021-10-26 2021-09-30 13F CARRIER GLOBAL COM 14448C104 0 -20,909 -100.00 0 -100.00
2021-07-27 2021-06-30 13F CARRIER GLOBAL COM 14448C104 20,909 823 4.10 1,016 19.81 0.0371
2021-05-14 2021-03-31 13F CARRIER GLOBAL COM 14448C104 20,086 171 0.86 848 12.92 0.0355
2021-02-12 2020-12-31 13F CARRIER GLOBAL COM 14448C104 19,915 921 4.85 751 29.48 0.0343
2020-10-23 2020-09-30 13F CARRIER GLOBAL COM 14448C104 18,994 -606 -3.09 580 33.03 0.0306
2020-08-25 2020-06-30 13F/A-1 CARRIER GLOBAL COM 14448C104 19,600 19,600 436 0.0258
2020-08-11 2020-06-30 13F CARRIER GLOBAL COM 14448C104 0 436
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.