Carter'sCRI

13F holders, Q4 2024 (December 31)
317holders −13
45new positions
67sold out
8famous investors
$54.20avg. 13F price*

At the end of Q4 2024, 317 institutions reported holding Carter's Inc. (CRI) in their 13F filings, down 13 from Q3 2024. 45 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($240.7M), Vanguard Group Inc. ($211.1M) and JPMorgan Chase & Co. ($154.9M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).

Company
Carter's Inc.
CUSIP
146229109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 330Q1 2024Q2 2024: 329Q2 2024Q3 2024: 330Q3 2024Q4 2024: 317Q4 2024Q1 2025: 286Q1 2025Q2 2025: 268Q2 2025Q3 2025: 248Q3 2025Q4 2025: 253Q4 2025Q1 2026: 275Q1 2026Q2 2026: 287Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions45$43.1M
Exits67$126.8M

All 13F filers, Q3 2024 → Q4 2024: 10,848,934 shares bought and 7,871,640 shares sold, net +2,977,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 317 holders

BlackRock, Inc. 0.00% Add +42.2% 4,442,539 $240.7M
Vanguard Group Inc. 0.00% Add +10.4% 3,895,549 $211.1M
JPMorgan Chase & Co. 0.01% Reduce -25.6% 2,858,199 $154.9M
Pacer Advisors, Inc. 0.35% Add +155.0% 2,851,079 $154.5M
First Trust Advisors LP 0.09% Add +33.3% 1,919,953 $104.0M
AQR Capital Management 0.12% Add +124.5% 1,739,522 $93.1M
UBS Group AG 0.02% Add +1030.5% 1,614,115 $87.5M
State Street Corp. 0.00% Add +12.3% 1,253,019 $67.9M
Dimensional Fund Advisors LP 0.02% Add +13.6% 1,248,489 $67.7M
Charles Schwab Investment Management Inc. 0.01% Add +6.3% 1,245,943 $67.5M
LSV Asset Management 0.14% Reduce -5.1% 1,145,637 $62.1M
D. E. Shaw & Co. 0.07% Add +108.0% 1,126,468 $61.0M
American Century Companies Inc. 0.03% Add +15.4% 1,067,176 $57.8M
Fuller & Thaler Asset Management, Inc. 0.21% Reduce -9.8% 1,034,357 $56.1M
Rwwm, Inc. 4.42% Add +61.5% 892,875 $48.4M
Morgan Stanley 0.00% Add +13.3% 835,210 $45.3M
Bank of New York Mellon Corp 0.01% Reduce -18.8% 810,164 $43.9M
Allianz Asset Management GmbH 0.05% Add +40.5% 591,246 $32.0M
Geode Capital Management, LLC 0.00% Reduce -5.7% 566,514 $30.7M
William Blair Investment Management, LLC 0.07% Add +1.9% 530,582 $28.8M
Boston Trust Walden Corp 0.19% Reduce -20.4% 512,211 $27.8M
Reinhart Partners, Llc. 0.98% Reduce -10.7% 467,763 $25.3M
Aristotle Capital Boston, LLC 0.91% Reduce -10.1% 454,967 $24.7M
Northern Trust Corp. 0.00% Add +12.6% 443,502 $24.0M
Walleye Capital LLC 0.23% Add +133.4% 405,641 $22.0M
Harris Associates (Oakmark Funds) 0.04% Reduce -51.5% 390,471 $21.2M
Interval Partners, LP 0.36% New 262,822 $14.2M
BNP Paribas Financial Markets 0.01% Add +829.9% 260,048 $14.1M
GW&K Investment Management, LLC 0.12% Reduce -5.9% 258,426 $14.0M
Sound Income Strategies, LLC 0.78% Add +32.7% 232,840 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -1.6% 210,600 $11.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +165.9% 209,868 $11.4M
Citadel Advisors 0.01% Add +137.5% 196,721 $10.7M
Wellington Management Group LLP 0.00% Reduce -88.5% 178,410 $9.7M
Principal Financial Group Inc. 0.01% Add +109.0% 174,814 $9.5M
Hotchkis & Wiley Capital Management LLC 0.03% Add +13.4% 172,960 $9.4M
Needham Investment Management LLC 0.66% Reduce -12.7% 156,800 $8.5M
Holocene Advisors, LP 0.03% Reduce -30.8% 155,915 $8.4M
Alps Advisors Inc. 0.05% Add +17.7% 151,954 $8.2M
Cambria Investment Management, L.P. 0.49% Reduce -2.5% 149,138 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -40.5% 148,704 $8.1M
Hudson Bay Capital Management LP 0.05% New 139,451 $7.6M
Van Den Berg Management I, Inc. 2.13% Reduce -1.3% 136,340 $7.4M
Invesco Ltd. 0.00% Reduce -73.7% 128,554 $7.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +121.4% 118,173 $6.4M
Crawford Investment Counsel Inc. 0.11% Add +21.0% 117,335 $6.4M
Robeco Institutional Asset Management B.V. 0.01% Add +168.4% 116,278 $6.3M
Schonfeld Strategic Advisors LLC 0.04% Add +218.6% 115,653 $6.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.1% 114,769 $6.2M
Ieq Capital, LLC 0.05% Add +2799.6% 103,285 $5.6M
Legal & General Group Plc 0.00% Add +74.2% 103,169 $5.6M
Impax Asset Management Group plc 0.03% No change 102,826 $5.6M
Nicola Wealth Management LTD. 0.52% No change 71,100 $5.5M
Rhumbline Advisers 0.00% Reduce -4.5% 94,171 $5.1M
Sei Investments Co. 0.01% Reduce -4.7% 93,374 $5.1M
Bank of America Corp. 0.00% Reduce -61.2% 91,659 $5.0M
Public Sector Pension Investment Board 0.02% New 89,800 $4.9M
Squarepoint Ops LLC 0.01% Add +96.5% 84,981 $4.6M
Citigroup Inc. 0.00% Add +2082.4% 84,241 $4.6M
Landscape Capital Management, L.L.C. 0.47% Add +20.4% 81,362 $4.4M
Shellback Capital, LP 0.29% Reduce -54.4% 77,340 $4.2M
FMR LLC 0.00% Add +1510.0% 75,363 $4.1M
Verition Fund Management LLC 0.02% Reduce -75.7% 73,019 $4.0M
Swiss National Bank 0.00% No change 71,200 $3.9M
Victory Capital Management Inc. 0.00% Reduce -55.1% 70,904 $3.8M
Susquehanna International Group, LLP 0.01% Add +6.9% 67,750 $3.7M
Dean Investment Associates, LLC 0.50% Add +3.5% 64,384 $3.5M
Cerity Partners LLC 0.01% Add +214.9% 56,489 $3.2M
Leeward Investments, LLC - MA 0.16% Reduce -7.1% 57,472 $3.1M
Canada Pension Plan Investment Board 0.00% Add +187.1% 55,400 $3.0M
Franklin Resources Inc. 0.00% Add +42.7% 55,100 $3.0M
Two Sigma Investments, LP 0.01% Reduce -44.7% 52,902 $2.9M
Quantinno Capital Management LP 0.03% Add +345.5% 52,891 $2.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 51,839 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -19.7% 51,240 $2.8M
Vest Financial, LLC 0.04% Add +97.4% 44,242 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Add +25.6% 43,470 $2.4M
Dean Capital Management 1.00% Add +13.9% 43,391 $2.4M
Alexander Randolph Advisory, Inc. 2.15% Reduce -1.5% 42,870 $2.3M
Hussman Strategic Advisors, Inc. 0.67% Add +100.0% 42,000 $2.3M
Aquatic Capital Management LLC 0.06% New 41,841 $2.3M
Harbor Capital Advisors, Inc. 0.10% Reduce -48.8% 41,701 $2.3M
Bridgewater Associates 0.01% Add +47.2% 40,377 $2.2M
New York State Teachers Retirement System 0.00% Add +4.0% 37,245 $2.0M
Wedge Capital Management L L P 0.04% Add +23.6% 37,026 $2.0M
Nuveen Asset Management, LLC 0.00% Reduce -38.6% 36,653 $2.0M
Expect Equity LLC 2.06% — 36,260 $2.0M
Brevan Howard Capital Management LP 0.05% Add +41.4% 35,895 $1.9M
Prudential Financial Inc. 0.00% Add +199.0% 35,888 $1.9M
Crestline Management, L.P. 0.06% Add +291.0% 34,316 $1.9M
Edgestream Partners, L.P. 0.08% New 33,756 $1.8M
California State Teachers Retirement System 0.00% Reduce -3.6% 33,754 $1.8M
Alliancebernstein L.P. 0.00% Reduce -29.7% 33,692 $1.8M
Westhampton Capital, LLC 0.92% Reduce -23.0% 33,400 $1.8M
Easterly Investment Partners LLC 0.14% Add +15.5% 32,268 $1.7M
Raymond James Financial Inc. 0.00% — 29,694 $1.6M
Comerica Bank 0.01% Add +6.9% 29,193 $1.6M
Thrivent Financial for Lutherans 0.00% Add +228.1% 27,856 $1.5M
Legato Capital Management LLC 0.19% Add +12.0% 27,285 $1.5M
Royal Bank of Canada 0.00% Reduce -22.6% 27,055 $1.5M
T. Rowe Price Associates Inc. 0.00% Reduce -36.3% 26,912 $1.5M
South Dakota Investment Council 0.03% No change 26,690 $1.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.9% 26,547 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +416.9% 26,197 $1.4M
GMO 0.00% Add +1.7% 26,147 $1.4M
Dark Forest Capital Management LP 0.20% Reduce -66.6% 24,583 $1.3M
Advisors Asset Management, Inc. 0.02% New 24,553 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -2.6% 24,107 $1.3M
Tidal Investments LLC 0.01% Reduce -11.8% 23,739 $1.3M
Wbi Investments, LLC 0.32% Add +33.1% 23,626 $1.3M
Capital Fund Management S.A. 0.01% Reduce -44.4% 23,028 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -14.8% 22,205 $1.2M
New York State Common Retirement Fund 0.00% No change 21,892 $1.2M
Ontario Teachers Pension Plan Board 0.02% Reduce -28.5% 21,426 $1.2M
Public Employees Retirement System of Ohio 0.00% Add +20.6% 21,282 $1.2M
Cwm, LLC 0.00% Add +176.2% 20,683 $1.1M
State of Alaska, Department of Revenue 0.01% Add +387.9% 20,482 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 19,617 $1.1M
Gotham Asset Management 0.01% Reduce -20.2% 18,873 $1.0M
TCTC Holdings, LLC 0.04% No change 18,494 $1.0M
Engineers Gate Manager LP 0.02% Reduce -12.6% 18,475 $1.0M
Klein Pavlis & Peasley Financial, Inc. 0.80% Add +8.6% 18,300 $992K
Wells Fargo & Company 0.00% Add +16.1% 17,718 $960K
Louisiana State Employees Retirement System 0.02% Add +74.0% 17,400 $943K
Truist Financial Corp. 0.00% Reduce -2.8% 17,177 $931K
Kestra Investment Management, LLC 0.04% Add +83.7% 16,972 $920K
Caprock Group, LLC 0.03% Add +105.1% 16,867 $914K
Alaska Permanent Fund Corp 0.01% No change 16,863 $914K
Empowered Funds, LLC 0.01% Reduce -86.2% 16,863 $914K
Empirical Finance, LLC 0.05% Add +98.8% 16,830 $912K
Janus Henderson Group PLC 0.00% No change 16,601 $900K
Independent Financial Group, LLC 0.03% New 15,800 $856K
Treasurer of the State of North Carolina 0.00% Add +0.6% 15,609 $846K
ARGA Investment Management, LP 0.03% No change 15,530 $842K
Nisa Investment Advisors, LLC 0.00% Reduce -19.8% 15,330 $831K
Marathon Partners Equity Management, LLC 0.78% — 15,000 $813K
Yousif Capital Management, LLC 0.01% Add +4.2% 14,888 $807K
Barclays PLC 0.00% Reduce -26.9% 14,676 $795K
Islay Capital Management, LLC 0.56% New 14,640 $793K
Inspire Investing, LLC 0.09% Add +0.8% 14,472 $784K
Vident Advisory, LLC 0.01% Reduce -5.8% 14,471 $784K
Eisler Capital Management Ltd. 0.03% — 14,558 $783K
WINTON GROUP Ltd 0.05% Add +26.5% 14,200 $769K
Maryland State Retirement & Pension System 0.02% New 14,180 $768K
Alberta Investment Management Corp 0.01% No change 14,000 $759K
Fox Run Management, L.L.C. 0.13% New 13,337 $723K
Russell Investments Group, Ltd. 0.00% Reduce -29.3% 13,187 $715K
Ensign Peak Advisors, Inc 0.00% No change 13,161 $713K
Teachers Retirement System of the State of Kentucky 0.01% No change 13,122 $711K
CCM Investment Group, LLC 0.08% — 13,420 $708K
Police & Firemen's Retirement System of New Jersey 0.01% — 13,008 $705K
Freestone Grove Partners LP 0.01% — 12,543 $680K
KLP Kapitalforvaltning As 0.00% — 12,500 $677K
SummerHaven Investment Management, LLC 0.41% No change 12,346 $669K
Stifel Financial Corp. 0.00% Add +32.6% 12,336 $668K
Trexquant Investment LP 0.01% New 12,283 $666K
Gsa Capital Partners LLP 0.05% New 12,204 $661K
State of Wisconsin Investment Board 0.00% Reduce -58.3% 12,035 $652K
O'shaughnessy Asset Management, LLC 0.01% Reduce -28.2% 11,855 $642K
Ruffer LLP 0.02% New 11,722 $635K
Teacher Retirement System of Texas 0.00% Reduce -3.4% 11,460 $621K
Millennium Management 0.00% Reduce -88.4% 11,353 $615K
Amalgamated Bank 0.01% Reduce -32.3% 11,283 $611K
Arizona State Retirement System 0.00% Reduce -0.2% 10,487 $568K
Entropy Technologies, LP 0.06% Add +194.2% 10,261 $556K
Handelsbanken Fonder AB 0.00% Reduce -11.3% 10,230 $554K
Captrust Financial Advisors 0.00% Add +184.1% 10,098 $547K
Tower Research Capital LLC (TRC) 0.01% Add +81.2% 9,768 $529K
State of Tennessee, Department of Treasury 0.00% Reduce -32.0% 8,840 $479K
Aristides Capital LLC 0.15% Add +12.1% 8,588 $465K
Oregon Public Employees Retirement Fund 0.01% Add +16.0% 8,500 $461K
Mercer Global Advisors Inc. 0.00% New 8,408 $456K
Creative Planning 0.00% Add +20.8% 8,275 $448K
Atom Investors LP 0.05% New 8,022 $435K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -11.1% 8,001 $434K
Prelude Capital Management, LLC 0.04% Add +128.6% 8,000 $434K
Oppenheimer Asset Management Inc. 0.01% Reduce -3.9% 7,814 $423K
Ironwood Investment Management LLC 0.21% Reduce -2.0% 7,754 $420K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.4% 7,694 $417K
Gallacher Capital Management LLC 0.21% Reduce -1.4% 7,666 $415K
Oak Thistle LLC 0.12% New 7,571 $410K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,509 $407K
Wasatch Advisors LP 0.00% Reduce -98.8% 7,378 $400K
Deutsche Bank AG 0.00% Reduce -76.8% 7,222 $391K
Manufacturers Life Insurance Company, The 0.00% Reduce -76.2% 6,777 $367K
Angeles Wealth Management, LLC 0.03% New 6,762 $366K
Man Group plc 0.00% Reduce -89.2% 6,752 $366K
Syon Capital LLC 0.03% New 6,567 $356K
Guggenheim Capital LLC 0.00% Reduce -19.0% 6,553 $355K
Swedbank AB 0.00% No change 6,463 $350K
Focus Partners Wealth 0.00% New 6,311 $342K
Oxford Asset Management LLP 0.15% New 6,046 $328K
Crossmark Global Holdings, Inc. 0.01% New 5,936 $322K
Meeder Asset Management Inc. 0.02% New 5,824 $316K
Bank of Montreal 0.00% Reduce -27.0% 5,819 $315K
Sterling Capital Management LLC 0.00% Add +13.8% 5,737 $311K
Janney Montgomery Scott LLC 0.00% Reduce -27.9% 5,610 $304K
CSS LLC 0.06% New 5,600 $303K
Mariner, LLC 0.00% Add +38.5% 5,534 $300K
Mutual of America Capital Management LLC 0.00% Reduce -72.0% 5,459 $296K
Merit Financial Group, LLC 0.01% New 5,369 $291K
Verity Asset Management, Inc. 0.16% New 5,270 $286K
Orion Porfolio Solutions, LLC 0.00% Reduce -26.6% 5,269 $286K
Orion Portfolio Solutions, LLC 0.00% Reduce -26.6% 5,269 $286K
Pallas Capital Advisors LLC 0.01% Add +66.7% 5,182 $281K
Kestra Advisory Services, LLC 0.00% Reduce -88.2% 5,156 $279K
HSBC Holdings PLC 0.00% Add +7.1% 5,217 $279K
LPL Financial LLC 0.00% Add +30.0% 5,139 $278K
Impact Partnership Wealth, LLC 0.06% Add +37.6% 5,100 $276K
Integrated Quantitative Investments LLC 0.14% — 5,100 $276K
Integrated Advisors Network LLC 0.01% New 4,796 $260K
State of Wyoming 0.03% Add +162.6% 4,745 $257K
EntryPoint Capital, LLC 0.11% New 4,696 $254K
Sanctuary Advisors, LLC 0.00% New 4,467 $245K
Bridgefront Capital, LLC 0.08% New 4,449 $241K
Pictet Asset Management Holding SA 0.00% No change 4,428 $240K
Versor Investments LP 0.04% New 4,408 $239K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.4% 4,397 $238K
Voya Investment Management LLC 0.00% Reduce -31.1% 4,311 $234K
Ritholtz Wealth Management 0.01% Reduce -15.1% 4,171 $226K
Allspring Global Investments Holdings, LLC 0.00% Add +62.4% 4,149 $223K
M&T Bank Corp 0.00% Add +7.2% 4,073 $221K
Campbell & CO Investment Adviser LLC 0.02% New 3,945 $214K
Lazard Asset Management LLC 0.00% Add +11102.9% 3,921 $212K
Public Employees Retirement Association of Colorado 0.00% No change 3,833 $208K
EMC Capital Management 0.10% Reduce -66.0% 3,330 $180K
Vestcor Inc 0.01% New 2,811 $152K
CIBC Private Wealth Group LLC 0.00% Reduce -68.8% 2,572 $131K
PNC Financial Services Group, Inc. 0.00% Add +127.0% 2,402 $130K
Covestor Ltd 0.07% Add +6.9% 2,171 $118K
KBC Group NV 0.00% Add +136.7% 1,780 $96K
Blue Trust, Inc. 0.00% Reduce -40.1% 1,652 $90K
Arax Advisory Partners 0.01% Add +8394.7% 1,614 $87K
Corebridge Financial, Inc. 0.00% Reduce -96.5% 1,518 $82K
GAMMA Investing LLC 0.01% Add +258.0% 1,450 $79K
LRI Investments, LLC 0.01% Add +444.4% 1,410 $76K
Quarry LP 0.01% Add +351.8% 1,351 $73K
Shell Asset Management Co. 0.00% No change 1,244 $67K
AlphaQuest LLC 0.01% Add +16314.3% 1,149 $62K
Truvestments Capital LLC 0.01% Reduce -6.3% 1,063 $58K
New Age Alpha Advisors, LLC 0.00% New 997 $54K
Venturi Wealth Management, LLC 0.00% Add +36.9% 994 $54K
US Bancorp \de 0.00% Reduce -23.9% 971 $53K
Osaic Holdings, Inc. 0.00% Reduce -26.1% 1,373 $51K
True Wealth Design, LLC 0.02% Add +173.0% 901 $49K
TD Private Client Wealth LLC 0.00% Add +5.9% 882 $48K
Bollard Group LLC 0.00% Add +1.4% 645 $35K
MetLife Investment Management, LLC 0.00% Reduce -96.7% 623 $34K
Parallel Advisors, LLC 0.00% Add +286.2% 587 $32K
Montag A & Associates Inc. 0.00% No change 534 $29K
Colonial Trust Co / SC 0.00% New 532 $29K
EverSource Wealth Advisors, LLC 0.00% Add +2112.5% 531 $29K
Jones Financial Companies LLLP 0.00% Add +114.4% 506 $27K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $23K
Simplex Trading, LLC 0.00% Reduce -43.5% 427 $23K
Riverview Trust Co 0.02% New 359 $19K
GeoWealth Management, LLC 0.00% New 303 $16K
AdvisorNet Financial, Inc 0.00% Reduce -20.9% 284 $15K
Federated Hermes, Inc. 0.00% Reduce -92.2% 238 $13K
Bessemer Group Inc. 0.00% Reduce -52.5% 206 $11K
Salem Investment Counselors Inc. 0.00% New 200 $11K
Fifth Third Bancorp 0.00% Add +17.3% 197 $11K
Quadrant Capital Group LLC 0.00% Add +355.8% 196 $11K
Versant Capital Management, Inc 0.00% Add +339.5% 189 $10K
Geneos Wealth Management Inc. 0.00% Reduce -31.4% 181 $10K
Allworth Financial LP 0.00% Reduce -42.6% 175 $10K
Rise Advisors, LLC 0.00% Add +1.3% 155 $8K
Financial Avengers, Inc. 0.00% Add +1.6% 128 $7K
Harbour Investments, Inc. 0.00% No change 125 $7K
Larson Financial Group LLC 0.00% Reduce -48.3% 119 $6K
Smartleaf Asset Management LLC 0.00% Reduce -21.7% 119 $6K
Huntington National Bank 0.00% Add +15.0% 115 $6K
Quent Capital, LLC 0.00% Reduce -49.8% 113 $6K
Signaturefd, LLC 0.00% Reduce -20.3% 110 $6K
Whittier Trust Co. 0.00% No change 90 $5K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -59.1% 87 $5K
Hexagon Capital Partners LLC 0.00% Add +66.7% 80 $4K
Parkside Financial Bank & Trust 0.00% Reduce -41.5% 62 $3K
Private Trust Co. NA 0.00% Add +128.0% 57 $3K
Cullen/Frost Bankers, Inc. 0.00% New 50 $3K
UMB Bank, n.a. 0.00% Add +733.3% 50 $3K
Continuum Advisory, LLC 0.00% Add +600.0% 49 $3K
IFP Advisors, Inc 0.00% New 48 $3K
NewEdge Advisors, LLC 0.00% Add +2.1% 48 $3K
Lindbrook Capital, LLC 0.00% Reduce -24.6% 43 $2K
Principal Securities, Inc. 0.00% Reduce -38.2% 42 $2K
Spire Wealth Management 0.00% Add +25.8% 39 $2K
Hudson Edge Investment Partners Inc. 0.00% Reduce -99.3% 37 $2K
MV Capital Management, Inc. 0.00% Add +24.1% 36 $2K
Bruce G. Allen Investments, LLC 0.00% Add +416.7% 31 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +40.9% 31 $2K
Atlantic Private Wealth, LLC 0.00% No change 29 $2K
CVA Family Office, LLC 0.00% Add +25.0% 20 $1K
Hantz Financial Services, Inc. 0.00% No change 16 $1K
Sachetta, LLC 0.00% New 17 $922
SBI Securities Co., Ltd. 0.00% — 17 $921
Farmers & Merchants Investments Inc. 0.00% No change 15 $813
Eagle Bay Advisors LLC 0.00% Reduce -87.3% 13 $704
MAI Capital Management 0.00% New 12 $625
Private Wealth Management Group, LLC 0.00% New 10 $542
Mather Group, Llc. 0.00% No change 10 $542
Brooklyn Investment Group 0.00% New 9 $488
Provenance Wealth Advisors, LLC 0.00% No change 7 $379
Concourse Financial Group Securities, Inc. 0.00% Add +500.0% 6 $328
Fortitude Family Office, LLC 0.00% Reduce -25.0% 6 $325
JFS Wealth Advisors, LLC 0.00% Reduce -80.8% 5 $271
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $271
Caitong International Asset Management Co., Ltd 0.00% — 4 $217
New Millennium Group LLC 0.00% New 4 $217
WR Wealth Planners, LLC 0.00% No change 4 $217
WPG Advisers, LLC 0.00% — 3 $163
Global Retirement Partners, LLC 0.00% Reduce -81.8% 2 $108
Global Financial Private Client, LLC 0.00% New 2 $108
Farther Finance Advisors, LLC 0.00% Reduce -99.2% 1 $54
Parkworth Wealth Management, Inc. 0.00% — 1 $54
Valley Wealth Managers, Inc. 0.00% No change 1 $39
Hemington Wealth Management 0.00% Reduce -22.2% 14 $0

"% of holder's portfolio" is CRI's weight in each manager's 13F, not the share of Carter's Inc. the manager owns.