Carter's, Inc.
MX ˙ BMV ˙ US1462291097
SecurityMX:CRI / Carter's, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership177,124 shares
Latest Disclosed Value $ 6,333,955
Principal Financial Group Inc reports 44.69% decrease in ownership of CRI / Carter's, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 177,124 shares of Carter's, Inc. (MX:CRI) valued at $6,333,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 320,251 shares of Carter's, Inc.. This represents a change in shares of -44.69% 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)
2026-05-04 2026-03-31 13F CARTERS COM 146229109 177,124 -143,127 -44.69 6,334 -39.02 0.0034
2026-02-02 2025-12-31 13F CARTERS COM 146229109 320,251 50,564 18.75 10,386 36.47 0.0053
2025-11-04 2025-09-30 13F CARTERS COM 146229109 269,687 89,058 49.30 7,611 39.84 0.0038
2025-08-08 2025-06-30 13F CARTERS COM 146229109 180,629 1,670 0.93 5,442 -25.65 0.0029
2025-04-28 2025-03-31 13F CARTERS COM 146229109 178,959 4,145 2.37 7,319 -22.74 0.0041
2025-01-31 2024-12-31 13F CARTERS COM 146229109 174,814 91,162 108.98 9,473 74.30 0.0052
2024-10-31 2024-09-30 13F CARTERS COM 146229109 83,652 -37,899 -31.18 5,436 -27.84 0.0030
2024-07-29 2024-06-30 13F CARTERS COM 146229109 121,551 -17,037 -12.29 7,533 -35.82 0.0045
2024-04-29 2024-03-31 13F CARTERS COM 146229109 138,588 3,403 2.52 11,736 15.91 0.0069
2024-02-07 2023-12-31 13F CARTERS COM 146229109 135,185 -2,959 -2.14 10,124 5.99 0.0065
2023-11-02 2023-09-30 13F CARTERS COM 146229109 138,144 -3,996 -2.81 9,553 -7.43 0.0069
2023-08-07 2023-06-30 13F CARTERS COM 146229109 142,140 -9,539 -6.29 10,319 -5.40 0.0071
2023-05-09 2023-03-31 13F CARTERS COM 146229109 151,679 1,389 0.92 10,909 -2.72 0.0078
2023-02-09 2022-12-31 13F CARTERS COM 146229109 150,290 -13,219 -8.08 11,213 4.65 0.0084
2022-11-09 2022-09-30 13F CARTERS COM 146229109 163,509 -25,739 -13.60 10,715 -19.67 0.0085
2022-08-10 2022-06-30 13F CARTERS COM 146229109 189,248 181,114 2,226.63 13,338 1,683.16 0.0099
2022-05-09 2022-03-31 13F CARTERS COM 146229109 8,134 -137,799 -94.43 748 -94.94 0.0003
2022-05-09 2022-03-31 13F CARTERS COM 146229109 144,378 13,281
2022-02-09 2021-12-31 13F CARTERS COM 146229109 145,933 -8,203 -5.32 14,771 -1.45 0.0088
2021-11-09 2021-09-30 13F CARTERS COM 146229109 154,136 -1,131 -0.73 14,988 -6.44 0.0098
2021-08-10 2021-06-30 13F CARTERS COM 146229109 155,267 -54,801 -26.09 16,019 -14.25 0.0104
2021-05-10 2021-03-31 13F CARTERS COM 146229109 210,068 13,057 6.63 18,681 0.80 0.0132
2021-02-23 2020-12-31 13F/A-1 CARTERS COM 146229109 197,011 51,443 35.34 18,533 47.04 0.0137
2021-02-08 2020-12-31 13F CARTERS COM 146229109 767,131 621,563 72,164 28,390.4297
2020-11-06 2020-09-30 13F CARTERS COM 146229109 145,568 -4,257 -2.84 12,604 4.24 0.0106
2020-08-05 2020-06-30 13F CARTERS COM 146229109 149,825 4,329 2.98 12,091 26.42 0.0107
2020-05-12 2020-03-31 13F CARTERS COM 146229109 145,496 -58,214 -28.58 9,564 -57.06 0.0106
2020-02-05 2019-12-31 13F CARTERS COM 146229109 203,710 -3,333 -1.61 22,274 17.95 0.0186
2019-11-13 2019-09-30 13F CARTERS COM 146229109 207,043 -5,914 -2.78 18,885 -9.08 0.0167
2019-08-12 2019-06-30 13F CARTERS COM 146229109 212,957 6,545 3.17 20,772 -0.15 0.0187
2019-05-10 2019-03-31 13F CARTERS COM 146229109 206,412 618 0.30 20,804 23.86 0.0194
2019-02-14 2018-12-31 13F CARTERS COM 146229109 205,794 -7,208 -3.38 16,797 -20.02 0.0179
2018-11-14 2018-09-30 13F CARTERS COM 146229109 213,002 2,479 1.18 21,002 -7.96 0.0185
2018-08-13 2018-06-30 13F CARTER COM 146229109 210,523 -57 -0.03 22,819 4.10 0.0210
2018-05-14 2018-03-31 13F CARTER COM 146229109 210,580 7,230 3.56 21,921 -8.25 0.0211
2018-02-12 2017-12-31 13F CARTER COM 146229109 203,350 -2,304 -1.12 23,892 17.65 0.0220
2017-11-02 2017-09-30 13F CARTER COM 146229109 205,654 -2,280 -1.10 20,308 9.80 0.0197
2017-08-08 2017-06-30 13F CARTER COM 146229109 207,934 7,059 3.51 18,496 2.53 0.0185
2017-05-11 2017-03-31 13F CARTER COM 146229109 200,875 2,449 1.23 18,039 5.23 0.0217
2017-02-13 2016-12-31 13F CARTER COM 146229109 198,426 -2,517 -1.25 17,142 -1.61 0.0217
2016-11-10 2016-09-30 13F CARTER COM 146229109 200,943 7,067 3.65 17,423 -15.59 0.0230
2016-08-09 2016-06-30 13F CARTER COM 146229109 193,876 18,249 10.39 20,642 11.53 0.0288
2016-05-10 2016-03-31 13F CARTER COM 146229109 175,627 7,701 4.59 18,508 23.80 0.0269
2016-02-09 2015-12-31 13F CARTER COM 146229109 167,926 3,363 2.04 14,950 0.23 0.0222
2015-11-12 2015-09-30 13F/A-1 CARTER COM 146229109 164,563 2,828 1.75 14,916 -13.24 0.0234
2015-11-09 2015-09-30 13F CARTER COM 146229109 164,563 14,916
2015-08-10 2015-06-30 13F CARTER COM 146229109 161,735 3,632 2.30 17,192 17.59 0.0256
2015-05-14 2015-03-31 13F/A-1 CARTER COM 146229109 158,103 13,714 9.50 14,620 15.97 0.0218
2015-05-12 2015-03-31 13F CARTER COM 146229109 158,103 14,620
2015-02-12 2014-12-31 13F CARTER COM 146229109 144,389 2,730 1.93 12,607 14.81 0.0196
2014-11-13 2014-09-30 13F CARTER COM 146229109 141,659 13,226 10.30 10,981 24.04 0.0186
2014-08-12 2014-06-30 13F CARTER COM 146229109 128,433 1,141 0.90 8,853 -10.43 0.0149
2014-05-13 2014-03-31 13F CARTER COM 146229109 127,292 -18,988 -12.98 9,884 -5.88 0.0176
2014-02-12 2013-12-31 13F CARTER COM 146229109 146,280 -8,840 -5.70 10,501 -10.80 0.0196
2013-11-05 2013-09-30 13F CARTER COM 146229109 155,120 25,255 19.45 11,772 22.38 0.0243
2013-08-12 2013-06-30 13F CARTER COM 146229109 129,865 129,865 9,619 0.0213
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.