Carter's, Inc.
MX ˙ BMV ˙ US1462291097
SecurityMX:CRI / Carter's, Inc.
InstitutionZacks Investment Management
Latest Disclosed Ownership37,017 shares
Latest Disclosed Value $ 1,323,730
Zacks Investment Management ownership in CRI / Carter's, Inc.

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 37,017 shares of Carter's, Inc. (MX:CRI) valued at $1,323,730 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2017 disclosing 0 shares of Carter's, Inc..

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)
2026-05-14 2026-03-31 13F CARTERS COM 146229109 37,017 37,017 1,324 0.0073
2017-02-13 2016-12-31 13F CARTER COM 146229109 0 -2,348 -100.00 0 -100.00
2016-11-14 2016-09-30 13F CARTER COM 146229109 2,348 2,348 0.00 204 0.0058
2016-05-12 2016-03-31 13F CARTER COM 146229109 0 -5,133 -100.00 0 -100.00
2016-02-16 2015-12-31 13F CARTER COM 146229109 5,133 -10,210 -66.55 457 -67.15 0.0149
2015-11-12 2015-09-30 13F CARTER COM 146229109 15,343 3,256 26.94 1,391 8.25 0.0485
2015-08-12 2015-06-30 13F CARTER COM 146229109 12,087 816 7.24 1,285 23.32 0.0407
2015-05-12 2015-03-31 13F CARTER COM 146229109 11,271 1,382 13.98 1,042 20.74 0.0330
2015-02-13 2014-12-31 13F CARTER COM 146229109 9,889 849 9.39 863 23.11 0.0280
2014-11-13 2014-09-30 13F CARTER COM 146229109 9,040 973 12.06 701 26.08 0.0244
2014-08-12 2014-06-30 13F CARTER COM 146229109 8,067 8,067 556 0.0197
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.