Carrier Global Corporation
US ˙ NYSE ˙ US14448C1045

SecurityCARR / Carrier Global Corporation
InstitutionSavant Capital, LLC
Latest Disclosed Ownership45,088 shares
Latest Disclosed Value $ 2,538,903
Savant Capital, LLC reports 12.19% increase in ownership of CARR / Carrier Global Corporation

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 45,088 shares of Carrier Global Corporation (US:CARR) valued at $2,538,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 40,190 shares of Carrier Global Corporation. This represents a change in shares of 12.19% during the quarter. The current value of the position is $3,047,047 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)
2026-05-04 2026-03-31 13F CARRIER GLOBAL COM 14448C104 45,088 4,898 12.19 2,539 19.55 0.0123
2026-02-10 2025-12-31 13F CARRIER GLOBAL COM 14448C104 40,190 -2,610 -6.10 2,124 -16.91 0.0121
2026-03-04 2025-09-30 13F/A-1 CARRIER GLOBAL COM 14448C104 42,800 -2,264 -5.02 2,555 -22.53 0.0155
2025-11-05 2025-09-30 13F CARRIER GLOBAL COM 14448C104 47,848 -2,105 2,857 0.0151
2026-03-04 2025-06-30 13F/A-1 CARRIER GLOBAL COM 14448C104 45,064 3,516 8.46 3,298 25.21 0.0237
2025-08-06 2025-06-30 13F CARRIER GLOBAL COM 14448C104 49,953 4,885 3,656 0.0227
2026-03-04 2025-03-31 13F/A-1 CARRIER GLOBAL COM 14448C104 41,548 -3,953 -8.69 2,634 -15.17 0.0223
2025-05-08 2025-03-31 13F CARRIER GLOBAL COM 14448C104 45,068 -433 2,857 0.0207
2025-01-29 2024-12-31 13F CARRIER GLOBAL COM 14448C104 45,501 -4,755 -9.46 3,106 -23.24 0.0244
2024-11-04 2024-09-30 13F CARRIER GLOBAL COM 14448C104 50,256 17,848 55.07 4,045 97.90 0.0336
2024-08-05 2024-06-30 13F CARRIER GLOBAL COM 14448C104 32,408 162 0.50 2,044 9.07 0.0205
2024-05-06 2024-03-31 13F CARRIER GLOBAL COM 14448C104 32,246 1,144 3.68 1,874 4.93 0.0215
2024-02-05 2023-12-31 13F CARRIER GLOBAL COM 14448C104 31,102 -4,728 -13.20 1,787 -9.66 0.0230
2023-11-07 2023-09-30 13F CARRIER GLOBAL COM 14448C104 35,830 -1,101 -2.98 1,978 7.74 0.0295
2023-08-04 2023-06-30 13F CARRIER GLOBAL COM 14448C104 36,931 499 1.37 1,836 10.14 0.0287
2023-05-03 2023-03-31 13F CARRIER GLOBAL COM 14448C104 36,432 -1,065 -2.84 1,667 11.81 0.0310
2023-02-13 2022-12-31 13F/A-1 CARRIER GLOBAL COM 14448C104 37,497 5,162 15.96 1,491 29.57 0.0364
2023-02-07 2022-12-31 13F CARRIER GLOBAL COM 14448C104 37,497 5,162 1,491 0.0364
2022-10-31 2022-09-30 13F CARRIER GLOBAL COM 14448C104 32,335 659 2.08 1,150 1.77 0.0358
2022-07-22 2022-06-30 13F CARRIER GLOBAL COM 14448C104 31,676 -1,059 -3.24 1,130 -24.72 0.0343
2022-05-05 2022-03-31 13F CARRIER GLOBAL COM 14448C104 32,735 2,199 7.20 1,501 -9.36 0.0492
2022-02-08 2021-12-31 13F CARRIER GLOBAL COM 14448C104 30,536 672 2.25 1,656 7.12 0.0536
2021-11-12 2021-09-30 13F CARRIER GLOBAL COM 14448C104 29,864 -515 -1.70 1,546 4.74 0.0564
2021-08-04 2021-06-30 13F CARRIER GLOBAL COM 14448C104 30,379 1,398 4.82 1,476 20.59 0.0596
2021-05-04 2021-03-31 13F CARRIER GLOBAL COM 14448C104 28,981 849 3.02 1,224 15.36 0.0656
2021-02-03 2020-12-31 13F CARRIER GLOBAL COM 14448C104 28,132 193 0.69 1,061 24.38 0.0617
2020-11-04 2020-09-30 13F CARRIER GLOBAL COM 14448C104 27,939 39 0.14 853 37.58 0.0583
2020-08-11 2020-06-30 13F CARRIER GLOBAL COM 14448C104 27,900 27,900 620 0.0469
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.