DaveManuel.com · Institutional Ownership · Who Owns It
CARTER S INC (CRI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
293
Reporting holders
$1.6B
Reported value
107.6%
Of shares outstanding
0.5%
Calls
0.2%
Puts
+16
Holder change
Institutions report 39,502,919 shares against 36,711,185 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $239.7M | 5,824,048 | 0.00% | 8q | +6.4%+$14.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $118.2M | 2,870,722 | 0.01% | 2q | +12.4%+$13.0M |
| Allianz Asset Management GmbH | $93.4M | 2,269,347 | 0.08% | 13q | +24.7%+$18.5M |
| DIMENSIONAL FUND ADVISORS LP | $78.4M | 1,905,146 | 0.01% | 31q | +7.9%+$5.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $64.4M | 1,564,269 | 0.00% | 2q | +2.1%+$1.3M |
| STATE STREET CORP | $61.6M | 1,496,406 | 0.00% | 31q | -0.9%-$534.1K |
| RWWM, INC. | $59.4M | 1,444,045 | 4.39% | 9q | -38.4%-$37.0M |
| AMERICAN CENTURY COMPANIES INC | $55.8M | 1,355,729 | 0.02% | 24q | -1.8%-$1.0M |
| AMERIPRISE FINANCIAL INC | $51.0M | 1,240,239 | 0.01% | 31q | +99.4%+$25.4M |
| GOLDMAN SACHS GROUP INC | $42.8M | 1,040,575 | 0.00% | 31q | +10.6%+$4.1M |
| CITADEL ADVISORS LLC | $42.0M incl. $954.9K options CALL+PUT | 997,426 | 0.00% | 31q | +80.9%+$18.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $38.4M | 933,743 | 0.00% | 31q | +5.6%+$2.0M |
| MILLENNIUM MANAGEMENT LLC | $37.7M | 916,522 | 0.01% | 8q | +204.7%+$25.3M |
| MORGAN STANLEY | $36.1M | 875,996 | 0.00% | 35q | -28.8%-$14.6M |
| LSV ASSET MANAGEMENT | $34.9M | 848,381 | 0.06% | 19q | +7.6%+$2.5M |
| Bank of New York Mellon Corp | $28.3M | 688,717 | 0.00% | 31q | +7.8%+$2.1M |
| UBS Group AG | $28.3M | 686,980 | 0.00% | 31q | -35.8%-$15.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $26.6M | 645,863 | 0.00% | 31q | +11.9%+$2.8M |
| Quantinno Capital Management LP | $24.2M | 588,658 | 0.03% | 8q | -1.6%-$386.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.3M | 565,015 | 0.00% | 31q | +2.2%+$507.9K |
| NORTHERN TRUST CORP | $18.2M | 442,930 | 0.00% | 31q | +21.1%+$3.2M |
| Interval Partners, LP | $17.0M | 413,846 | 0.44% | 3q | -38.0%-$10.4M |
| RENAISSANCE TECHNOLOGIES LLC | $17.0M | 412,500 | 0.02% | new | NEW |
| ROYCE & ASSOCIATES LP | $16.3M | 396,381 | 0.13% | 6q | +20.5%+$2.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $16.1M | 391,212 | 0.06% | 2q | +15.4%+$2.2M |
| TWO SIGMA INVESTMENTS, LP | $14.9M | 362,068 | 0.01% | 5q | +201.2%+$10.0M |
| D. E. Shaw & Co., Inc. | $13.3M | 322,420 | 0.01% | 8q | -44.9%-$10.8M |
| AQR CAPITAL MANAGEMENT LLC | $12.5M | 303,585 | 0.00% | 31q | -26.7%-$4.6M |
| JANE STREET GROUP, LLC | $11.1M incl. $2.0M options CALL+PUT | 220,088 | 0.00% | 6q | +84.2%+$5.1M |
| VICTORY CAPITAL MANAGEMENT INC | $10.0M | 243,203 | 0.01% | 31q | +6.4%+$600.3K |
| JPMORGAN CHASE & CO | $10.0M | 237,573 | 0.00% | 31q | -28.1%-$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $10.0M | 242,301 | 0.00% | 2q | +3.0%+$292.4K |
| Invesco Ltd. | $9.3M | 225,785 | 0.00% | 31q | -5.6%-$548.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.0M | 218,072 | 0.16% | 2q | +3.8%+$329.2K |
| Qube Research & Technologies Ltd | $8.6M | 209,304 | 0.01% | 5q | +58.7%+$3.2M |
| Shellback Capital, LP | $8.2M | 200,000 | 0.72% | 2q | +400.0%+$6.6M |
| FRANKLIN RESOURCES INC | $7.5M | 182,932 | 0.00% | 31q | +24.0%+$1.5M |
| PRINCIPAL FINANCIAL GROUP INC | $7.3M | 178,078 | 0.00% | 31q | +0.5%+$39.3K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $6.3M | 154,107 | 0.41% | 8q | -44.3%-$5.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.3M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| Aristides Capital LLC | $6.3M | 152,328 | 1.22% | 18q | -7.1%-$478.3K |
| Empowered Funds, LLC | $6.2M | 150,584 | 0.03% | 2q | +10.0%+$562.9K |
| NICOLA WEALTH MANAGEMENT LTD. | $5.8M | 141,100 | 0.67% | 17q | HELD |
| BANK OF AMERICA CORP /DE/ | $5.7M | 137,331 | 0.00% | 31q | +108.0%+$2.9M |
| CITIGROUP INC | $5.5M | 134,034 | 0.00% | 31q | +882.1%+$5.0M |
| Nuveen, LLC | $5.3M | 127,584 | 0.00% | 6q | +17.8%+$794.5K |
| SALEM INVESTMENT COUNSELORS INC | $5.2M | 126,605 | 0.13% | 7q | HELD |
| Public Sector Pension Investment Board | $5.2M | 126,568 | 0.01% | 7q | -2.9%-$158.2K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 125,626 | 0.00% | 7q | +51.4%+$1.8M |
| Cinctive Capital Management LP | $4.8M | 117,475 | 0.18% | new | NEW |
| FIRST TRUST ADVISORS LP | $4.3M | 104,111 | 0.00% | 31q | +1579.2%+$4.0M |
| BESSEMER GROUP INC | $4.2M | 102,292 | 0.01% | 14q | HELD |
| Squarepoint Ops LLC | $4.0M | 97,709 | 0.00% | 2q | +114.7%+$2.1M |
| Graham Capital Management, L.P. | $3.9M | 95,823 | 0.07% | 3q | +9.5%+$341.7K |
| RHUMBLINE ADVISERS | $3.9M | 94,827 | 0.00% | 31q | -10.8%-$473.3K |
| Legal & General Group Plc | $3.9M | 94,670 | 0.00% | 31q | -1.3%-$49.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.6M | 88,531 | 0.00% | 31q | +11.2%+$366.2K |
| Bridgewater Associates, LP | $3.6M | 87,541 | 0.01% | 2q | +40.4%+$1.0M |
| Rubric Capital Management LP | $3.6M | 86,844 | 0.03% | 3q | -91.5%-$38.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.4M | 83,472 | 0.01% | 16q | +0.5%+$18.5K |
| ZACKS INVESTMENT MANAGEMENT | $3.3M | 81,281 | 0.02% | 2q | +119.6%+$1.8M |
| GREAT LAKES ADVISORS, LLC | $3.3M | 79,765 | 0.02% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.9M | 70,534 | 0.00% | 7q | +34.1%+$738.5K |
| Swiss National Bank | $2.9M | 70,300 | 0.00% | 31q | -2.2%-$65.9K |
| SEGALL BRYANT & HAMILL, LLC | $2.9M | 69,545 | 0.03% | new | NEW |
| Russell Investments Group, Ltd. | $2.8M | 69,124 | 0.00% | 31q | +141.3%+$1.7M |
| EASTERLY INVESTMENT PARTNERS LLC | $2.7M | 65,950 | 0.14% | 20q | -4.4%-$123.5K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2.6M | 63,000 | 0.60% | 2q | +200.0%+$1.7M |
| PRUDENTIAL FINANCIAL INC | $2.5M | 61,337 | 0.00% | 33q | +47.5%+$813.1K |
| MARSHALL WACE, LLP | $2.5M | 60,979 | 0.00% | 6q | -94.3%-$41.2M |
| Vanguard Global Advisers, LLC | $2.5M | 60,701 | 0.00% | 2q | HELD |
| BW Gestao de Investimentos Ltda. | $2.5M | 60,000 | 0.05% | new | NEW |
| IEQ CAPITAL, LLC | $2.4M | 57,686 | 0.01% | 8q | -21.6%-$652.8K |
| Engineers Gate Manager LP | $2.3M | 54,904 | 0.03% | new | NEW |
| BANK OF MONTREAL /CAN/ | $2.2M | 52,632 | 0.00% | 31q | +515.2%+$1.8M |
| Creative Planning | $2.1M | 51,840 | 0.00% | 9q | +8.9%+$174.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.1M | 50,831 | 0.00% | 31q | +19.1%+$335.6K |
| XTX Topco Ltd | $2.0M | 48,462 | 0.03% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.9M | 45,153 | 0.00% | 31q | -2.4%-$45.9K |
| Walleye Trading LLC | $1.8M CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| ARMISTICE CAPITAL, LLC | $1.8M | 43,051 | 0.02% | new | NEW |
| Pacific Ridge Capital Partners, LLC | $1.8M | 42,813 | 0.32% | 6q | -1.1%-$20.0K |
| ALLIANCEBERNSTEIN L.P. | $1.8M | 49,197 | 0.00% | 31q | -38.6%-$1.1M |
| Alexander Randolph Advisory, Inc. | $1.6M | 39,995 | 1.36% | 11q | -1.0%-$16.7K |
| Aquatic Capital Management LLC | $1.6M | 38,318 | 0.05% | new | NEW |
| Caprock Group, LLC | $1.6M | 38,065 | 0.03% | 8q | -5.3%-$86.8K |
| DEUTSCHE BANK AG\ | $1.5M | 37,528 | 0.00% | 34q | +18.5%+$241.7K |
| CANADA LIFE ASSURANCE Co | $1.5M | 36,243 | 0.00% | 31q | -6.1%-$96.1K |
| SummitTX Capital, L.P. | $1.5M | 35,892 | 0.04% | 6q | -12.8%-$215.9K |
| Jackson Creek Investment Advisors LLC | $1.4M | 36,858 | 0.47% | 2q | -28.0%-$552.9K |
| WELLS FARGO & COMPANY/MN | $1.3M | 32,764 | 0.00% | 31q | +121.8%+$740.5K |
| Gotham Asset Management, LLC | $1.3M | 31,707 | 0.00% | 3q | +257.7%+$940.2K |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 31,539 | 0.03% | new | NEW |
| Schonfeld Strategic Advisors LLC | $1.2M | 30,328 | 0.00% | 4q | +56.9%+$452.7K |
| FMR LLC | $1.2M | 29,661 | 0.00% | 31q | +252.3%+$874.3K |
| Vident Advisory, LLC | $1.2M | 29,196 | 0.01% | 11q | +9.4%+$103.6K |
| ANGELES WEALTH MANAGEMENT, LLC | $1.1M | 27,937 | 0.05% | 7q | -20.8%-$301.4K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.1M | 27,930 | 0.01% | 3q | HELD |
| Summit Trail Advisors, LLC | $1.1M | 27,438 | 0.01% | 5q | -3.0%-$34.8K |
| SEI INVESTMENTS CO | $1.1M | 27,247 | 0.00% | 31q | +170.9%+$707.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 9.5% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-22 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-30 | 2026-10-26 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $14.7M | 467,318 | 10 | 22 | 15 | 0.0% |
| Q2 2026 | 293 | $1.6B | 39,502,919 | 51 | 96 | 90 | 0.7% |
| Q1 2026 | 277 | $1.5B | 40,569,440 | 44 | 82 | 90 | 0.7% |
| Q4 2025 | 254 | $1.3B | 40,877,153 | 38 | 81 | 89 | 1.6% |
| Q3 2025 | 254 | $1.2B | 40,114,685 | 46 | 85 | 87 | 1.7% |
| Q2 2025 | 271 | $1.3B | 43,013,899 | 47 | 122 | 72 | 2.1% |
| Q1 2025 | 288 | $1.7B | 41,184,291 | 54 | 98 | 89 | 1.1% |
| Q4 2024 | 321 | $2.3B | 42,607,879 | 47 | 122 | 107 | 1.2% |
| Q3 2024 | 329 | $2.8B | 43,383,898 | 49 | 107 | 129 | 0.6% |
| Q2 2024 | 330 | $2.9B | 46,834,062 | 54 | 118 | 107 | 0.7% |
| Q1 2024 | 332 | $3.8B | 44,989,479 | 54 | 104 | 119 | 0.8% |
| Q4 2023 | 320 | $3.3B | 44,472,473 | 49 | 121 | 96 | 0.3% |
| Q3 2023 | 303 | $2.8B | 40,062,641 | 45 | 90 | 111 | 0.4% |
| Q2 2023 | 292 | $3.0B | 41,582,872 | 26 | 89 | 129 | 0.6% |
| Q1 2023 | 309 | $3.0B | 42,000,136 | 42 | 105 | 85 | 0.4% |
| Q4 2022 | 311 | $3.2B | 42,087,163 | 48 | 85 | 122 | 0.4% |
| Q3 2022 | 285 | $9.3B | 141,300,311 | 26 | 94 | 119 | 0.1% |
| Q2 2022 | 302 | $11.1B | 157,529,960 | 51 | 98 | 101 | 0.1% |
| Q1 2022 | 295 | $14.5B | 157,117,814 | 41 | 107 | 88 | 0.1% |
| Q4 2021 | 294 | $19.9B | 195,971,421 | 41 | 81 | 106 | 0.1% |
| Q3 2021 | 280 | $19.9B | 204,269,911 | 27 | 90 | 105 | 0.1% |
| Q2 2021 | 289 | $21.7B | 210,059,026 | 46 | 90 | 104 | 0.1% |
| Q1 2021 | 292 | $15.7B | 176,479,015 | 44 | 92 | 104 | 0.1% |
| Q4 2020 | 301 | $128.1B | 1,361,457,240 | 39 | 91 | 104 | 0.0% |
| Q3 2020 | 283 | $135.9B | 1,569,408,210 | 35 | 87 | 104 | 0.0% |
| Q2 2020 | 300 | $128.0B | 1,585,261,263 | 61 | 86 | 117 | 0.0% |
| Q1 2020 | 273 | $106.8B | 1,623,912,436 | 31 | 83 | 100 | 0.0% |
| Q4 2019 | 302 | $42.3B | 386,725,753 | 40 | 80 | 112 | 0.1% |
| Q3 2019 | 284 | $35.9B | 393,152,987 | 28 | 84 | 106 | 0.2% |
| Q2 2019 | 305 | $39.7B | 406,802,822 | 40 | 86 | 115 | 0.1% |
| Q1 2019 | 317 | $36.2B | 358,776,550 | 53 | 94 | 109 | 0.1% |
| Q4 2018 | 314 | $29.6B | 362,353,815 | 3 | 4 | 9 | 0.1% |