HERITAGE INVESTORS MANAGEMENT CORP

Position in CARR — CARRIER GLOBAL Corp

CIK 937589 BETHESDA, MD

Position in CARR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,132,191

+$583,038 QoQ

Shares Held

42,702

-5.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#416

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $3,132,191 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	42,702	$3,132,191

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,132,191	42,702	-5.7%	Shares	Sole	2026-08-04
2026-03-31	$2,549,153	45,270	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$2,402,370	45,465	-5.8%	Shares	Sole	2026-02-06
2025-09-30	$2,881,420	48,265	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,532,515	48,265	-0.8%	Shares	Sole	2025-08-04
2025-03-31	$3,083,459	48,635	+4.8%	Shares	Sole	2025-05-05
2024-12-31	$3,168,697	46,421	-3.0%	Shares	Sole	2025-02-05
2024-09-30	$3,851,446	47,850	-1.2%	Shares	Sole	2024-10-30
2024-06-30	$3,055,595	48,440	-2.7%	Shares	Sole	2024-07-30
2024-03-31	$2,893,827	49,782	-0.1%	Shares	Sole	2024-04-29
2023-12-31	$2,862,273	49,822	-0.4%	Shares	Sole	2024-02-07
2023-09-30	$2,762,318	50,042	-3.9%	Shares	Sole	2023-11-09
2023-06-30	$2,589,095	52,084	-1.4%	Shares	Sole	2023-08-01
2023-03-31	$2,415,462	52,797	-5.1%	Shares	Sole	2023-05-01
2022-12-31	$2,295,480	55,648	+4.2%	Shares	Sole	2023-02-06
2022-09-30	$1,899,366	53,413	-2.1%	Shares	Sole	2022-10-27
2022-06-30	$1,946,394	54,582	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$2,496,979	54,436	0.0%	Shares	Sole	2022-05-02
2021-12-31	$2,952,608	54,436	-0.0%	Shares	Sole	2022-01-28
2021-09-30	$2,818,901	54,461	-0.4%	Shares	Sole	2021-10-28
2021-06-30	$2,658,565	54,703	-2.4%	Shares	Sole	2021-07-29
2021-03-31	$2,366,979	56,063	-2.8%	Shares	Sole	2021-04-23
2020-12-31	$2,174,746	57,655	-11.3%	Shares	Sole	2021-01-28
2020-09-30	$1,985,252	65,005	-31.4%	Shares	Sole	2020-10-29
2020-06-30	$2,104,167	94,697	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.