Carrier Global Corporation
US ˙ NYSE ˙ US14448C1045

SecurityCARR / Carrier Global Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership113,485 shares
Latest Disclosed Value $ 6,390,340
IFP Advisors, Inc reports 22.38% increase in ownership of CARR / Carrier Global Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 113,485 shares of Carrier Global Corporation (US:CARR) valued at $6,390,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 92,731 shares of Carrier Global Corporation. This represents a change in shares of 22.38% during the quarter. The current value of the position is $7,669,316 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.

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)
2026-04-13 2026-03-31 13F CARRIER GLOBAL cs 14448C104 113,485 20,754 22.38 6,390 30.43 0.1325
2026-02-06 2025-12-31 13F CARRIER GLOBAL cs 14448C104 92,731 822 0.89 4,900 -10.70 0.1100
2026-02-06 2025-09-30 13F/A-1 CARRIER GLOBAL cs 14448C104 91,909 -648 -0.70 5,487 -19.01 0.1425
2025-12-02 2025-09-30 13F CARRIER GLOBAL cs 14448C104 91,543 -1,014 5,511 0.1421
2025-07-24 2025-06-30 13F CARRIER GLOBAL cs 14448C104 92,557 -13,656 -12.86 6,774 0.58 0.1926
2025-05-05 2025-03-31 13F CARRIER GLOBAL cs 14448C104 106,213 9,594 9.93 6,736 2.09 0.2077
2025-02-04 2024-12-31 13F CARRIER GLOBAL cs 14448C104 96,619 -1,111 -1.14 6,597 -16.13 0.2160
2025-02-04 2024-09-30 13F CARRIER GLOBAL cs 14448C104 97,730 3,610 3.84 7,866 32.49 0.2835
2024-07-30 2024-06-30 13F CARRIER GLOBAL cs 14448C104 94,120 18,240 24.04 5,937 34.63 0.2356
2024-07-30 2024-03-31 13F CARRIER GLOBAL cs 14448C104 75,880 486 0.64 4,411 1.82 0.1934
2024-01-09 2023-12-31 13F CARRIER GLOBAL cs 14448C104 75,394 -3,310 -4.21 4,331 -0.30 0.2045
2023-10-12 2023-09-30 13F CARRIER GLOBAL cs 14448C104 78,704 11 0.01 4,345 11.07 0.1953
2023-08-14 2023-06-30 13F/A-1 CARRIER GLOBAL cs 14448C104 78,693 -10,850 -12.12 3,912 264.15 0.1636
2023-08-04 2023-06-30 13F CARRIER GLOBAL cs 14448C104 78,693 -10,850 944 0.0437
2023-04-18 2023-03-31 13F CARRIER GLOBAL cs 14448C104 89,543 -31,730 -26.16 1,075 107,300.00 0.0468
2023-02-07 2022-12-31 13F CARRIER GLOBAL cs 14448C104 121,273 12,801 11.80 2 -99.93 0.0433
2022-11-08 2022-09-30 13F CARRIER GLOBAL cs 14448C104 108,472 2,911 2.76 1,442 2.49 0.0376
2022-09-06 2022-06-30 13F/A-1 CARRIER GLOBAL cs 14448C104 105,561 0 0.00 1,407 0.00 0.0451
2022-09-06 2022-03-31 13F/A-1 CARRIER GLOBAL cs 14448C104 105,561 20,162 23.61 1,407 -69.85 0.0451
2022-08-08 2022-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 86,989 1,590 1,150 0.0235
2022-01-12 2021-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 85,399 11,746 15.95 4,667 22.43 0.0912
2021-10-06 2021-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 73,653 -19,127 -20.62 3,812 -15.42 0.0762
2021-07-13 2021-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 92,780 7,572 8.89 4,507 25.19 0.0933
2021-04-30 2021-03-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 85,208 10,510 14.07 3,600 27.89 0.0701
2021-01-25 2020-12-31 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 74,698 17,475 30.54 2,815 60.67 0.1141
2020-10-29 2020-09-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 57,223 1,886 3.41 1,752 43.37 0.1046
2020-08-05 2020-06-30 13F CARRIER GLOBAL CORPORATION COM Stock 14448C104 55,337 55,337 1,222 0.0968
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.