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Carter's Inc (CRI)

CUSIP: 146229109 | NYSE | Consumer Cyclical · Apparel Retail | Small Cap | 1441 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC3,505,2829.5%New 5%+ stakeSep 30, 202692d ahead of 13F (2,870,722 sh) · +634,560
13GPacific Investment Management Company LLC1,890,5885.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC3,505,282
9.5% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (2,870,722 sh) · +634,560
13GPacific Investment Management Company LLC1,890,588
5.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,201,351
0.0% of portfolio›$68.9M
Allspring Global Investments Holdings, LLC254,586
0.0% of portfolio›$8.1M
Principal Financial Group Inc175,416
0.0% of portfolio›$5.5M
Hussman Strategic Advisors, Inc.147,000
1.0% of portfolio›$4.6M
Salem Investment Counselors Inc126,405
0.1% of portfolio›$4.0M
Creative Planning70,701
0.0% of portfolio›$2.2M
Virginia Retirement Systems ET Al44,900
0.0% of portfolio›$1.4M
Citigroup Inc44,250
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC41,953
0.0% of portfolio›$1.4M
CenterBook Partners LP41,117
0.1% of portfolio›$1.3M
Alexander Randolph Advisory, Inc.39,895
1.0% of portfolio›$1.2M
Strs Ohio38,200
0.0% of portfolio›$1.2M
Jackson Creek Investment Advisors LLC36,380
0.9% of portfolio›$1.1M
Wolverine Asset Management LLC30,430
0.0% of portfolio›$952.8K
New York State Teachers Retirement System28,234
0.0% of portfolio›$884.0K
Robeco Institutional Asset Management B.V.24,972
0.0% of portfolio›$781.9K
State of Wyoming22,843
0.1% of portfolio›$715.2K
Achmea Investment Management B.V.20,688
0.0% of portfolio›$648.3K
Inscription Capital, LLC19,909
0.1% of portfolio›$623.4K
Illinois Municipal Retirement Fund19,367
0.0% of portfolio›$606.4K
Alps Advisors Inc19,030
0.0% of portfolio›$595.8K
Kestra Advisory Services, LLC16,507
0.0% of portfolio›$516.8K
Louisiana State Employees Retirement System15,600
0.0% of portfolio›$488.4K
Independent Financial Group, LLC15,300
0.0% of portfolio›$479.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,668
0.0% of portfolio›$459.3K
Chicago Partners Investment Group LLC13,514
0.0% of portfolio›$440.6K
Tctc Holdings, LLC12,242
0.0% of portfolio›$383.3K
Aaron Wealth Advisors LLC10,955
0.0% of portfolio›$343.0K
Angeles Wealth Management, LLC10,266
0.0% of portfolio›$321.4K
Arizona State Retirement System9,856
0.0% of portfolio›$308.6K
Amalgamated Bank9,502
0.0% of portfolio›$298.0K
Yousif Capital Management, LLC9,401
0.0% of portfolio›$294.3K
Summit Global Investments9,314
0.1% of portfolio›$292.0K
Exchange Traded Concepts, LLC9,263
0.0% of portfolio›$290.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,650
0.0% of portfolio›$270.8K
Crossmark Global Holdings, Inc.8,532
0.0% of portfolio›$267.1K
Westhampton Capital, LLC8,500
0.1% of portfolio›$266.1K
Oregon Public Employees Retirement Fund8,202
0.0% of portfolio›$256.8K
State of Alaska, Department of Revenue8,106
0.0% of portfolio›$193.1K
HUB Investment Partners, LLC7,616
0.0% of portfolio›$238.5K
Atria Investments, Inc7,376
0.0% of portfolio›$230.9K
Olympiad Research LP7,228
0.3% of portfolio›$226.3K
Swedbank AB6,463
0.0% of portfolio›$202.4K
Nisa Investment Advisors, LLC5,935
0.0% of portfolio›$185.8K
Pinnacle Wealth Planning Services, Inc.5,329
0.0% of portfolio›$166.9K
Simplex Trading, LLC5,311
0.0% of portfolio›$166.3K
Bayforest Capital Ltd4,240
0.2% of portfolio›$132.8K
Larson Financial Group LLC4,111
0.0% of portfolio›$128.7K
Versant Capital Management, Inc3,711
0.0% of portfolio›$116.2K
Caitong International Asset Management Co., Ltd2,374
0.0% of portfolio›$74.3K
Gamma Investing LLC2,181
0.0% of portfolio›$68.3K
Fulcrum Asset Management LLP1,497
0.0% of portfolio›$46.8K
Elevation Wealth Partners, LLC1,117
0.0% of portfolio›$35.0K
Assetmark, Inc1,101
0.0% of portfolio›$34.5K
KBC Group NV1,007
0.0% of portfolio›$32
Cullen T Bankers, Inc.986
0.0% of portfolio›$30.9K
IFP Advisors, Inc847
0.0% of portfolio›$26.5K
Sterling Capital Management LLC704
0.0% of portfolio›$22.0K
Signaturefd, LLC548
0.0% of portfolio›$17.2K
True Wealth Design, LLC426
0.0% of portfolio›$13.3K
Salomon & Ludwin, LLC407
0.0% of portfolio›$12.7K
Elyxium Wealth, LLC390
0.0% of portfolio›$12.2K
Essential Partners LLC317
0.0% of portfolio›$9.9K
EverSource Wealth Advisors, LLC306
0.0% of portfolio›$9.6K
SJS Investment Consulting Inc.290
0.0% of portfolio›$9.1K
Pension & Wealth Management Advisors, Inc.272
0.0% of portfolio›$8.5K
Covestor Ltd266
0.0% of portfolio›$9
Parkside Financial Bank & Trust261
0.0% of portfolio›$8.2K
GoalVest Advisory LLC255
0.0% of portfolio›$8.0K
Root Financial Partners, LLC179
0.0% of portfolio›$5.6K
Private Wealth Management Group, LLC177
0.0% of portfolio›$5.5K
Farther Finance Advisors, LLC169
0.0% of portfolio›$5.3K
Parallel Advisors, LLC155
0.0% of portfolio›$4.9K
MassMutual Private Wealth & Trust, FSB127
0.0% of portfolio›$4.0K
Private Trust Co NA104
0.0% of portfolio›$3.3K
Triumph Capital Management100
0.0% of portfolio›$3.1K
WPG Advisers, LLC90
0.0% of portfolio›$2.8K
CX Institutional75
0.0% of portfolio›$2
Capital Advisors, Ltd. LLC67
0.0% of portfolio›$2
Spire Wealth Management49
0.0% of portfolio›$1.5K
POM Investment Strategies, LLC38
0.0% of portfolio›$1.2K
Rossby Financial, LCC37
0.0% of portfolio›$1.2K
SBI Securities Co., Ltd.33
0.0% of portfolio›$1.0K
Farmers & Merchants Investments Inc30
0.0% of portfolio›$939
Cedar Mountain Advisors, LLC30
0.0% of portfolio›$939
Financial Consulate, Inc22
0.0% of portfolio›$689
Fortitude Family Office, LLC20
0.0% of portfolio›$626
Pittenger & Anderson Inc15
0.0% of portfolio›$470
Signature Resources Capital Management, LLC11
0.0% of portfolio›$344
Lodestone Wealth Management LLC11
0.0% of portfolio›$354
Davis Capital Management6
0.0% of portfolio›$188
Gilpin Wealth Management, LLC3
0.0% of portfolio›$94
Latitude Advisors, LLC1
0.0% of portfolio›$19
Hughes Financial Services, LLC1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,201,351$68.9M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
254,586$8.1M0.0%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
175,416$5.5M0.0%CoreLowDes Moines, IA2026-11-02
Hussman Strategic Advisors, Inc.
147,000$4.6M1.0%YieldVery HighEllicott City, MD2026-11-02
Salem Investment Counselors Inc
126,405$4.0M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Creative Planning
70,701$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Virginia Retirement Systems ET Al
44,900$1.4M0.0%CoreMediumRichmond, VA2026-10-28
Citigroup Inc
44,250$1.4M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
41,953$1.4M0.0%CoreLowPlymouth, MN2026-10-13
CenterBook Partners LP
41,117$1.3M0.1%ValueVery HighGreenwich, CT2026-11-02
Alexander Randolph Advisory, Inc.
39,895$1.2M1.0%YieldLowMclean, VA2026-11-04
Strs Ohio
38,200$1.2M0.0%CoreMediumColumbus, OH2026-10-30
Jackson Creek Investment Advisors LLC
36,380$1.1M0.9%ValueVery HighCastle Rock, CO2026-11-04
Wolverine Asset Management LLC
30,430$952.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
New York State Teachers Retirement System
28,234$884.0K0.0%CoreVery LowAlbany, NY2026-10-22
Robeco Institutional Asset Management B.V.
24,972$781.9K0.0%CoreMediumRotterdam, Philippines2026-10-20
State of Wyoming
22,843$715.2K0.1%ValueHighCheyenne, WY2026-10-28
Achmea Investment Management B.V.
20,688$648.3K0.0%CoreMediumZeist, Philippines2026-10-30
Inscription Capital, LLC
19,909$623.4K0.1%GARPMediumHouston, TX2026-11-02
Illinois Municipal Retirement Fund
19,367$606.4K0.0%CoreMediumOak Brook, IL2026-11-05
Alps Advisors Inc
19,030$595.8K0.0%YieldLowDenver, CO2026-11-03
Kestra Advisory Services, LLC
16,507$516.8K0.0%CoreLowAustin, TX2026-11-02
Louisiana State Employees Retirement System
15,600$488.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Independent Financial Group, LLC
15,300$479.0K0.0%GrowthLowSan Diego, CA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
14,668$459.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Chicago Partners Investment Group LLC
13,514$440.6K0.0%GARPLowChicago, IL2026-10-27
Tctc Holdings, LLC
12,242$383.3K0.0%ValueVery LowDallas, TX2026-11-02
Aaron Wealth Advisors LLC
10,955$343.0K0.0%GrowthMediumChicago, IL2026-10-13
Angeles Wealth Management, LLC
10,266$321.4K0.0%ETFLowSanta Monica, CA2026-10-26
Arizona State Retirement System
9,856$308.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
9,502$298.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
9,401$294.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Summit Global Investments
9,314$292.0K0.1%CoreMediumBountiful, UT2026-10-28
Exchange Traded Concepts, LLC
9,263$290.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,650$270.8K0.0%CoreLowHarrisburg, PA2026-11-03
Crossmark Global Holdings, Inc.
8,532$267.1K0.0%GARPMediumHouston, TX2026-10-21
Westhampton Capital, LLC
8,500$266.1K0.1%CoreVery LowWinston-Salem, NC2026-10-30
Oregon Public Employees Retirement Fund
8,202$256.8K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
8,106$193.1K0.0%CoreVery LowJuneau, AK2026-10-15
HUB Investment Partners, LLC
7,616$238.5K0.0%GrowthLowAustin, TX2026-11-03
Atria Investments, Inc
7,376$230.9K0.0%CoreMediumCharlotte, NC2026-10-15
Olympiad Research LP
7,228$226.3K0.3%Deep ValueVery HighStamford, CT2026-11-04
Swedbank AB
6,463$202.4K0.0%GrowthLowStockholm, Sweden2026-10-27
Nisa Investment Advisors, LLC
5,935$185.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
5,329$166.9K0.0%GARPLowMansfield, OH2026-10-27
Simplex Trading, LLC
5,311$166.3K0.0%CoreVery HighChicago, IL2026-11-04
Bayforest Capital Ltd
4,240$132.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Larson Financial Group LLC
4,111$128.7K0.0%GrowthLowSt Louis, MO2026-11-05
Versant Capital Management, Inc
3,711$116.2K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
2,374$74.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
2,181$68.3K0.0%IndexVery LowFoster City, CA2026-10-08
Fulcrum Asset Management LLP
1,497$46.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Elevation Wealth Partners, LLC
1,117$35.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Assetmark, Inc
1,101$34.5K0.0%ETFLowConcord, CA2026-10-21
KBC Group NV
1,007$320.0%CoreMediumBrussels, Czech Republic2026-10-22
Cullen T Bankers, Inc.
986$30.9K0.0%GrowthLowSan Antonio, TX2026-10-28
IFP Advisors, Inc
847$26.5K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
704$22.0K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
548$17.2K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
426$13.3K0.0%ETFMediumAkron, OH2026-10-13
Salomon & Ludwin, LLC
407$12.7K0.0%ETFVery LowRichmond, VA2026-10-29
Elyxium Wealth, LLC
390$12.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Essential Partners LLC
317$9.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
306$9.6K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
290$9.1K0.0%ETFVery LowSylvania, OH2026-10-26
Pension & Wealth Management Advisors, Inc.
272$8.5K0.0%ETFLowWaltham, MA2026-10-16
Covestor Ltd
266$90.0%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
261$8.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
GoalVest Advisory LLC
255$8.0K0.0%ETFMediumNew York, NY2026-10-02
Root Financial Partners, LLC
179$5.6K0.0%ETFMediumEncinitas, CA2026-10-21
Private Wealth Management Group, LLC
177$5.5K0.0%ETFLowPrinceton, NJ2026-10-19
Farther Finance Advisors, LLC
169$5.3K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
155$4.9K0.0%IndexLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
127$4.0K0.0%CoreLowSpringfield, MA2026-10-05
Private Trust Co NA
104$3.3K0.0%CoreLowCleveland, OH2026-10-20
Triumph Capital Management
100$3.1K0.0%ETFMediumDenver, CO2026-10-14
WPG Advisers, LLC
90$2.8K0.0%CoreLowBaltimore, MD2026-10-27
CX Institutional
75$20.0%CoreMediumAuburn, IN2026-10-02
Capital Advisors, Ltd. LLC
67$20.0%ETFLowShaker Heights, OH2026-10-27
Spire Wealth Management
49$1.5K0.0%GrowthMediumMclean, VA2026-10-30
POM Investment Strategies, LLC
38$1.2K0.0%ETFVery HighRaleigh, NC2026-10-20
Rossby Financial, LCC
37$1.2K0.0%ETFMediumMelbourne, FL2026-11-05
SBI Securities Co., Ltd.
33$1.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
30$9390.0%CoreVery LowLincoln, NE2026-10-22
Cedar Mountain Advisors, LLC
30$9390.0%ETFVery LowLake Oswego, OR2026-10-15
Financial Consulate, Inc
22$6890.0%ETFLowHunt Valley, MD2026-10-23
Fortitude Family Office, LLC
20$6260.0%ETFMediumScottsdale, AZ2026-10-14
Pittenger & Anderson Inc
15$4700.0%CoreLowLincoln, NE2026-11-02
Signature Resources Capital Management, LLC
11$3440.0%ETFLowNewport Beach, CA2026-10-16
Lodestone Wealth Management LLC
11$3540.0%CoreLowSpokane, WA2026-10-14
Davis Capital Management
6$1880.0%CoreLowJacksonville, FL2026-10-08
Gilpin Wealth Management, LLC
3$940.0%GrowthLowDenver, CO2026-10-09
Latitude Advisors, LLC
1$190.0%ETFLowYorkville, IL2026-10-27
Hughes Financial Services, LLC
1$330.0%ETFLowHerndon, VA2026-10-30