Carter's, Inc.
MX ˙ BMV ˙ US1462291097
SecurityMX:CRI / Carter's, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership622,022 shares
Latest Disclosed Value $ 22,243,506
Ameriprise Financial Inc reports 35.88% increase in ownership of CRI / Carter's, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 622,022 shares of Carter's, Inc. (MX:CRI) valued at $22,243,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 457,764 shares of Carter's, Inc.. This represents a change in shares of 35.88% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CARTER'S COM 146229109 622,022 164,258 35.88 22,244 49.83 0.0010
2026-02-17 2025-12-31 13F CARTER'S COM 146229109 457,764 36,026 8.54 14,845 24.74 0.0034
2025-11-14 2025-09-30 13F CARTER'S COM 146229109 421,738 310,421 278.86 11,901 254.94 0.0027
2025-08-14 2025-06-30 13F CARTER'S COM 146229109 111,317 7,037 6.75 3,354 -21.36 0.0008
2025-05-14 2025-03-31 13F CARTER'S COM 146229109 104,280 -44,424 -29.87 4,265 -47.08 0.0012
2025-02-14 2024-12-31 13F CARTER'S COM 146229109 148,704 -101,158 -40.49 8,058 -50.38 0.0021
2024-11-14 2024-09-30 13F CARTER'S COM 146229109 249,862 -30,600 -10.91 16,236 -6.58 0.0042
2024-08-14 2024-06-30 13F CARTER'S COM 146229109 280,462 153,346 120.63 17,380 61.42 0.0047
2024-05-15 2024-03-31 13F CARTER'S COM 146229109 127,116 6,726 5.59 10,767 19.42 0.0030
2024-02-14 2023-12-31 13F CARTER'S COM 146229109 120,390 3,544 3.03 9,016 11.60 0.0027
2023-11-14 2023-09-30 13F CARTER'S COM 146229109 116,846 -1,614 -1.36 8,080 -6.06 0.0027
2023-08-14 2023-06-30 13F CARTER'S COM 146229109 118,460 7,779 7.03 8,600 8.04 0.0027
2023-05-22 2023-03-31 13F/A-1 CARTER'S COM 146229109 110,681 -38,530 -25.82 7,960 -28.49 0.0026
2023-05-15 2023-03-31 13F CARTER BANKSHARES COM 146229109 110,681 -38,530 7,960 0.0005
2023-02-14 2022-12-31 13F CARTER'S COM 146229109 149,211 25,257 20.38 11,132 37.01 0.0038
2022-11-14 2022-09-30 13F CARTER'S COM 146229109 123,954 -372,575 -75.04 8,125 -76.78 0.0030
2022-08-15 2022-06-30 13F CARTER'S COM 146229109 496,529 -228,823 -31.55 34,996 -47.55 0.0122
2022-05-16 2022-03-31 13F CARTER'S COM 146229109 725,352 115,599 18.96 66,725 8.11 0.0197
2022-02-14 2021-12-31 13F CARTER'S COM 146229109 609,753 528,416 649.66 61,717 680.34 0.0171
2021-11-15 2021-09-30 13F CARTER'S COM 146229109 81,337 -16,526 -16.89 7,909 -21.67 0.0025
2021-08-16 2021-06-30 13F CARTER'S COM 146229109 97,863 -4,857 -4.73 10,097 10.52 0.0031
2021-05-17 2021-03-31 13F CARTER'S COM 146229109 102,720 10,488 11.37 9,136 5.29 0.0030
2021-02-12 2020-12-31 13F CARTER'S COM 146229109 92,232 -2,872 -3.02 8,677 5.38 0.0031
2020-11-16 2020-09-30 13F CARTER'S COM 146229109 95,104 -345,894 -78.43 8,234 -76.86 0.0033
2020-08-14 2020-06-30 13F CARTER'S COM 146229109 440,998 -141,096 -24.24 35,589 -6.98 0.0152
2020-05-15 2020-03-31 13F CARTER'S COM 146229109 582,094 -84,216 -12.64 38,260 -47.48 0.0201
2020-02-14 2019-12-31 13F CARTER'S COM 146229109 666,310 82,812 14.19 72,854 36.89 0.0303
2019-11-14 2019-09-30 13F CARTER'S COM 146229109 583,498 -33,103 -5.37 53,222 -11.51 0.0239
2019-08-14 2019-06-30 13F CARTER'S COM 146229109 616,601 -93,634 -13.18 60,144 -15.98 0.0269
2019-05-15 2019-03-31 13F CARTER'S COM 146229109 710,235 64,777 10.04 71,584 35.88 0.0329
2019-02-14 2018-12-31 13F CARTER'S COM 146229109 645,458 22,494 3.61 52,683 -14.23 0.0263
2018-11-14 2018-09-30 13F CARTERS COM 146229109 622,964 215,771 52.99 61,424 39.17 0.0215
2018-08-14 2018-06-30 13F CARTER'S COM 146229109 407,193 260,435 177.46 44,135 188.86 0.0195
2018-05-14 2018-03-31 13F CARTER'S COM 146229109 146,758 -2,865 -1.91 15,279 -13.09 0.0069
2018-02-12 2017-12-31 13F CARTER'S COM 146229109 149,623 -7,786 -4.95 17,580 13.10 0.0080
2017-11-07 2017-09-30 13F CARTER'S COM 146229109 157,409 -207,367 -56.85 15,544 -52.09 0.0074
2017-08-10 2017-06-30 13F CARTER'S COM 146229109 364,776 168,305 85.66 32,445 83.89 0.0162
2017-05-05 2017-03-31 13F CARTER'S COM 146229109 196,471 53,045 36.98 17,644 42.43 0.0091
2017-02-03 2016-12-31 13F CARTER'S COM 146229109 143,426 -212,647 -59.72 12,388 -59.88 0.0068
2016-11-08 2016-09-30 13F CARTER'S COM 146229109 356,073 77,591 27.86 30,874 4.12 0.0173
2016-08-08 2016-06-30 13F CARTER'S COM 146229109 278,482 -27,257 -8.92 29,651 -7.97 0.0174
2016-05-12 2016-03-31 13F CARTER'S COM 146229109 305,739 -42,177 -12.12 32,219 4.01 0.0192
2016-02-11 2015-12-31 13F CARTER'S COM 146229109 347,916 2,252 0.65 30,977 -1.13 0.0182
2015-11-12 2015-09-30 13F CARTER'S COM 146229109 345,664 190,367 122.58 31,330 89.79 0.0194
2015-08-13 2015-06-30 13F CARTER'S COM 146229109 155,297 21,671 16.22 16,508 33.60 0.0094
2015-05-14 2015-03-31 13F CARTER'S COM 146229109 133,626 -9,794 -6.83 12,356 -1.33 0.0071
2015-02-13 2014-12-31 13F CARTER'S COM 146229109 143,420 -2,139 -1.47 12,522 10.98 0.0073
2014-11-14 2014-09-30 13F CARTER'S COM 146229109 145,559 13,163 9.94 11,283 23.65 0.0068
2014-08-13 2014-06-30 13F CARTER'S COM 146229109 132,396 351 0.27 9,125 -11.01 0.0054
2014-05-14 2014-03-31 13F CARTER'S COM 146229109 132,045 1,246 0.95 10,254 9.20 0.0062
2014-02-14 2013-12-31 13F CARTER'S COM 146229109 130,799 -8,806 -6.31 9,390 -11.37 0.0057
2013-11-14 2013-09-30 13F CARTER'S COM 146229109 139,605 7,762 5.89 10,595 8.49 0.0070
2013-08-14 2013-06-30 13F CARTER'S COM 146229109 131,843 131,843 9,766 0.0068
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.