Institutional Ownership Carters Inc (CRI)
This table provides information about the institutional ownership of Carters Inc (CRI). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
44
shares
|
$1,428
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42
shares
|
$1,363
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
34
shares
|
$1,103
0.0% of portfolio
|
Q1 2025
Reduced 97.59%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
29
shares
|
$941
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
28
shares
|
$909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
24
shares
|
$779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
24
shares
|
$779
0.0% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
22
shares
|
$714
0.0% of portfolio
|
Q1 2025
Reduced 98.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22
shares
|
$714
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
20
shares
|
$649
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
17
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
17
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
17
shares
|
$551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
16
shares
|
$519
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
15
shares
|
$487
0.0% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$324
0.0% of portfolio
|
Q2 2022
Reduced 76.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
9
shares
|
$292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4
shares
|
$129
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
3
shares
|
$97
0.0% of portfolio
|
Q1 2025
Reduced 78.57%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
3
shares
|
$97
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$64
0.0% of portfolio
|
Q1 2025
Reduced 98.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$64
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|