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MX ˙ BMV ˙ US14448C1045
SecurityMX:CARR / Carrier Global Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership196,482 shares
Latest Disclosed Value $ 11,063,902
Neuberger Berman Group LLC reports 21.56% increase in ownership of CARR / Carrier Global Corporation

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 196,482 shares of Carrier Global Corporation (MX:CARR) valued at $11,063,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 161,633 shares of Carrier Global Corporation. This represents a change in shares of 21.56% 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)
2026-05-14 2026-03-31 13F CARRIER GLOBAL Common 14448C104 196,482 34,849 21.56 11,064 29.54 0.0084
2026-02-13 2025-12-31 13F CARRIER GLOBAL Common 14448C104 161,633 -10,119 -5.89 8,541 -16.71 0.0064
2025-11-12 2025-09-30 13F CARRIER GLOBAL Common 14448C104 171,752 -1,584 -0.91 10,254 -19.18 0.0075
2025-08-25 2025-06-30 13F/A-1 CARRIER GLOBAL Common 14448C104 173,336 1,298 0.75 12,686 16.31 0.0098
2025-08-13 2025-06-30 13F CARRIER GLOBAL Common 14448C104 173,336 1,298 12,686 0.0051
2025-05-13 2025-03-31 13F CARRIER GLOBAL Common 14448C104 172,038 -116,950 -40.47 10,907 -44.71 0.0091
2025-02-13 2024-12-31 13F CARRIER GLOBAL Common 14448C104 288,988 -361,257 -55.56 19,726 -62.31 0.0157
2024-11-14 2024-09-30 13F CARRIER GLOBAL Common 14448C104 650,245 472,551 265.94 52,338 366.97 0.0408
2024-11-14 2024-06-30 13F/A-1 CARRIER GLOBAL Common 14448C104 177,694 -5,892 -3.21 11,209 5.03 0.0092
2024-08-13 2024-06-30 13F CARRIER GLOBAL Common 14448C104 177,694 -5,892 11,209 0.0092
2024-11-14 2024-03-31 13F/A-1 CARRIER GLOBAL Common 14448C104 183,586 -15,077 -7.59 10,672 -6.50 0.0088
2024-05-13 2024-03-31 13F CARRIER GLOBAL Common 14448C104 183,586 -15,077 10,672 0.0088
2024-11-14 2023-12-31 13F/A-2 CARRIER GLOBAL Common 14448C104 198,663 51,770 35.24 11,413 40.76 0.0100
2024-02-09 2023-12-31 13F CARRIER GLOBAL Common 14448C104 198,663 51,770 11,413 0.0100
2023-11-14 2023-09-30 13F CARRIER GLOBAL Common 14448C104 146,893 2,900 2.01 8,109 13.29 0.0074
2023-08-11 2023-06-30 13F CARRIER GLOBAL Common 14448C104 143,993 3,554 2.53 7,158 11.39 0.0064
2023-05-12 2023-03-31 13F CARRIER GLOBAL Common 14448C104 140,439 -247 -0.18 6,425 10.72 0.0060
2023-02-13 2022-12-31 13F CARRIER GLOBAL Common 14448C104 140,686 -10,513 -6.95 5,803 7.90 0.0057
2022-11-15 2022-09-30 13F CARRIER GLOBAL Common 14448C104 151,199 976 0.65 5,378 0.37 0.0056
2022-08-15 2022-06-30 13F CARRIER GLOBAL Common 14448C104 150,223 -6,079 -3.89 5,358 -25.27 0.0054
2022-05-23 2022-03-31 13F/A-1 CARRIER GLOBAL Common 14448C104 156,302 3,957 2.60 7,170 -9.36 0.0061
2022-05-13 2022-03-31 13F CARRIER GLOBAL Common 14448C104 156,302 3,957 6,876 0.0031
2022-02-11 2021-12-31 13F CARRIER GLOBAL Common 14448C104 152,345 17,845 13.27 7,910 18.68 0.0062
2021-11-12 2021-09-30 13F CARRIER GLOBAL Common 14448C104 134,500 1,261 0.95 6,665 6.54 0.0058
2021-08-13 2021-06-30 13F CARRIER GLOBAL Common 14448C104 133,239 75,355 130.18 6,256 165.08 0.0055
2021-05-13 2021-03-31 13F CARRIER GLOBAL Common 14448C104 57,884 -2,455 -4.07 2,360 5.40 0.0023
2021-02-10 2020-12-31 13F CARRIER GLOBAL Common 14448C104 60,339 -3,452 -5.41 2,239 16.37 0.0023
2020-11-12 2020-09-30 13F CARRIER GLOBAL Common 14448C104 63,791 -2,140 -3.25 1,924 32.05 0.0023
2020-08-13 2020-06-30 13F CARRIER GLOBAL Common 14448C104 65,931 65,931 1,457 0.0018
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.