Carter's Ownership | Who Owns Carter's?

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Carter's Ownership Summary

Carter's is owned by 111.88% institutional investors, 2.71% insiders. Jpmorgan chase is the largest institutional shareholder, holding 11.44% of CRI shares. JPMorgan Mid Cap Value L is the top mutual fund, with 4.41% of its assets in Carter's shares.

CRI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carter's	111.88%	2.71%	-14.59%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Apparel Retail Stocks	70.61%	12.72%	16.67%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Jpmorgan chase	4.08M	11.44%	$253.12M
Vanguard group	3.56M	9.96%	$220.31M
Blackrock	3.24M	9.08%	$200.75M
Fuller & thaler asset management	2.49M	6.97%	$154.19M
Bank of new york mellon	1.51M	4.24%	$93.72M
Wellington management group llp	1.49M	4.16%	$92.05M
Harris associates l p	1.32M	3.69%	$81.55M
Pacer advisors	1.21M	3.39%	$74.93M
Lsv asset management	1.20M	3.35%	$74.14M
Charles schwab investment management	1.13M	3.16%	$69.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rwwm	382.05K	2.57%	$23.68M
Van den berg management i	118.41K	2.18%	$7.34M
Alexander randolph advisory	34.01K	1.97%	$2.11M
Shapiro capital management	805.58K	1.51%	$49.92M
Westhampton capital	43.40K	1.46%	$2.69M
Reinhart partners	461.19K	1.19%	$28.58M
Aristotle capital boston	513.98K	1.07%	$31.85M
Intrepid capital management	24.66K	0.97%	$1.53M
Needham investment management	187.75K	0.96%	$11.63M
Dean capital management	10.60K	0.85%	$656.82K

Top Buyers

Holder	Shares	% Assets	Change
Fuller & thaler asset management	2.49M	0.66%	516.51K
Rwwm	382.05K	2.57%	382.05K
Pacer advisors	1.21M	0.17%	371.68K
Jpmorgan chase	4.08M	0.02%	313.66K
First trust advisors lp	1.03M	0.07%	304.61K

Top Sellers

Holder	Shares	% Assets	Change
Cooper creek partners management	-	-	-626.77K
Deprince race & zollo	-	-	-323.73K
Qube research	-	-	-208.56K
Heartland advisors	-	-	-203.39K
Point72 asset management	-	-	-188.50K

New Positions

Holder	Shares	% Assets	Change	Value
Rwwm	382.05K	2.57%	382.05K	$23.68M
Norges bank	179.35K	0.00%	179.35K	$11.11M
Goldman sachs group	50.00K	0.00%	50.00K	$3.10M
Corebridge financial	46.16K	0.02%	46.16K	$2.86M
Y-intercept (hong kong)	23.74K	0.08%	23.74K	$1.47M

Sold Out

Holder	Change
Lynx investment advisory	-3.00
Jnba financial advisors	-5.00
Johnson financial group	-6.00
Gradient investments	-6.00
Spire wealth management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	338	0.60%	39,494,297	-7.63%	111	0.78%	160	-12.57%	130	15.04%
Jun 30, 2024	336	-1.18%	42,757,413	7.71%	119	0.98%	183	6.40%	113	-5.83%
Mar 31, 2024	340	4.94%	39,696,336	-2.83%	110	0.89%	172	-6.01%	120	18.81%
Dec 31, 2023	324	6.58%	40,850,488	1.67%	111	0.92%	183	25.34%	101	-10.62%
Sep 30, 2023	304	2.70%	40,178,821	-3.69%	110	0.86%	146	12.31%	113	-11.02%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
JPMorgan Mid Cap Value L	1.59M	4.41%	-
JPM US Mid Cap Value-Composite	1.59M	4.40%	-17.45K
JPM US Mid Cap Value-MA	1.59M	4.40%	-
iShares Core S&P Mid-Cap ETF	1.14M	3.16%	624.00
Pacer US Cash Cows 100 ETF	1.12M	3.10%	-635.00
Vanguard Total Stock Mkt Idx Inv	1.11M	3.09%	-4.28K
FullerThaler Behavioral Small-Cap Equity	1.02M	2.81%	-
FullerThaler Behavioral Sm-Cp Eq R6	1.02M	2.81%	168.50K
First Trust SMID Cp Rising Div Achv ETF	995.19K	2.76%	3.40K
Schwab US Dividend Equity ETF™	901.54K	2.50%	800.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 06, 2024	Hipp Mark	-	Sell	$153.26K
Mar 13, 2024	Jenkins Jeff	EVP Global Marketing	Sell	$91.16K
Dec 14, 2023	CASEY MICHAEL DENNIS	Chairman and CEO	Sell	$2.25M
Dec 14, 2023	CASEY MICHAEL DENNIS	Chairman and CEO	Sell	$4.44M
Dec 08, 2023	D'Emilio Julie	EVP, Sales	Sell	$246.50K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	2
2023 Q4	-	9

CRI Ownership FAQ

Who Owns Carter's?

Carter's shareholders are primarily institutional investors at 111.88%, followed by 2.71% insiders and -14.59% retail investors. The average institutional ownership in Carter's's industry, Apparel Retail Stocks, is 70.61%, which Carter's exceeds.

Who owns the most shares of Carter's?

Carter's’s largest shareholders are Jpmorgan chase (4.08M shares, 11.44%), Vanguard group (3.56M shares, 9.96%), and Blackrock (3.24M shares, 9.08%). Together, they hold 30.48% of Carter's’s total shares outstanding.

Does Blackrock own Carter's?

Yes, BlackRock owns 9.08% of Carter's, totaling 3.24M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 200.75M$. In the last quarter, BlackRock decreased its holdings by -18.327K shares, a -0.56% change.

Who is Carter's’s biggest shareholder by percentage of total assets invested?

Rwwm is Carter's’s biggest shareholder by percentage of total assets invested, with 2.57% of its assets in 382.05K Carter's shares, valued at 23.68M$.

Who is the top mutual fund holder of Carter's shares?

JPMorgan Mid Cap Value L is the top mutual fund holder of Carter's shares, with 4.41% of its total shares outstanding invested in 1.59M Carter's shares.

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