Carter's, Inc.
US ˙ NYSE ˙ US1462291097

SecurityCRI / Carter's, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,765,205 shares
Latest Disclosed Value $ 63,121,051
Dimensional Fund Advisors Lp reports 36.58% increase in ownership of CRI / Carter's, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,765,205 shares of Carter's, Inc. (US:CRI) valued at $63,123,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,292,419 shares of Carter's, Inc.. This represents a change in shares of 36.58% during the quarter. The current value of the position is $68,701,779 USD.

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)
2026-05-07 2026-03-31 13F CARTERS COM 146229109 1,765,205 472,786 36.58 63,121 50.61 0.0028
2026-02-12 2025-12-31 13F CARTERS COM 146229109 1,292,419 -144,865 -10.08 41,912 3.33 0.0088
2025-11-12 2025-09-30 13F CARTERS COM 146229109 1,437,284 -165,435 -10.32 40,561 -16.01 0.0087
2025-08-12 2025-06-30 13F CARTERS COM 146229109 1,602,719 324,658 25.40 48,290 -7.61 0.0112
2025-05-13 2025-03-31 13F CARTERS COM 146229109 1,278,061 29,572 2.37 52,271 -22.74 0.0130
2025-02-13 2024-12-31 13F CARTERS COM 146229109 1,248,489 149,058 13.56 67,651 -5.31 0.0162
2024-11-07 2024-09-30 13F CARTERS COM 146229109 1,099,431 36,541 3.44 71,446 8.47 0.0173
2024-08-09 2024-06-30 13F CARTERS COM 146229109 1,062,890 112,947 11.89 65,868 -18.12 0.0172
2024-05-10 2024-03-31 13F CARTERS COM 146229109 949,943 16,367 1.75 80,441 15.05 0.0218
2024-02-07 2023-12-31 13F CARTERS COM 146229109 933,576 18,008 1.97 69,916 10.43 0.0204
2023-11-09 2023-09-30 13F CARTERS COM 146229109 915,568 -7,183 -0.78 63,313 -5.49 0.0208
2023-08-09 2023-06-30 13F CARTERS COM 146229109 922,751 31,317 3.51 66,988 4.49 0.0213
2023-05-12 2023-03-31 13F CARTERS COM 146229109 891,434 5,586 0.63 64,107 97,031.82 0.0216
2023-02-09 2022-12-31 13F CARTERS COM 146229109 885,848 49,745 5.95 66 -99.88 0.0195
2022-11-10 2022-09-30 13F CARTERS COM 146229109 836,103 52,208 6.66 54,791 -0.83 0.0210
2022-08-12 2022-06-30 13F CARTERS COM 146229109 783,895 44,335 5.99 55,248 -18.80 0.0198
2022-05-13 2022-03-31 13F CARTERS COM 146229109 739,560 -1,410 -0.19 68,039 -9.28 0.0210
2022-02-09 2021-12-31 13F CARTERS COM 146229109 740,970 6,399 0.87 75,001 4.99 0.0227
2021-11-12 2021-09-30 13F CARTERS COM 146229109 734,571 32,395 4.61 71,438 -1.38 0.0230
2021-08-12 2021-06-30 13F CARTERS COM 146229109 702,176 3,900 0.56 72,441 16.65 0.0229
2021-05-14 2021-03-31 13F CARTERS COM 146229109 698,276 -7,350 -1.04 62,102 -6.45 0.0205
2021-03-08 2020-12-31 13F/A-2 CARTERS COM 146229109 705,626 7,477 1.07 66,382 9.83 0.0240
2021-02-11 2020-12-31 13F CARTERS COM 146229109 705,626 7,477 66,382 23,973.6500
2020-11-12 2020-09-30 13F CARTERS COM 146229109 698,149 -43,018 -5.80 60,441 1.06 0.0256
2020-08-13 2020-06-30 13F CARTERS COM 146229109 741,167 63,413 9.36 59,807 34.25 0.0263
2020-05-14 2020-03-31 13F CARTERS COM 146229109 677,754 51,001 8.14 44,548 -35.00 0.0232
2020-02-14 2019-12-31 13F CARTERS COM 146229109 626,753 -6,446 -1.02 68,532 18.68 0.0250
2019-11-12 2019-09-30 13F CARTERS COM 146229109 633,199 -10,443 -1.62 57,746 -8.01 0.0224
2019-08-13 2019-06-30 13F CARTERS COM 146229109 643,642 93,916 17.08 62,777 13.30 0.0244
2019-08-12 2019-03-31 13F/A-2 CARTERS COM 146229109 549,726 59,176 12.06 55,409 38.39 0.0221
2019-05-10 2019-03-31 13F CARTERS COM 146229109 549,726 59,176 55,409
2019-02-26 2018-12-31 13F/A-1 CARTERS COM 146229109 490,550 24,946 5.36 40,039 -12.78 0.0181
2019-02-13 2018-12-31 13F CARTERS COM 146229109 490,550 24,946 40,039
2018-11-13 2018-09-30 13F CARTERS COM 146229109 465,604 8,631 1.89 45,906 -7.33 0.0175
2018-08-10 2018-06-30 13F CARTER COM 146229109 456,973 6,161 1.37 49,536 5.55 0.0197
2018-05-11 2018-03-31 13F CARTER COM 146229109 450,812 9,306 2.11 46,930 -9.53 0.0196
2018-02-12 2017-12-31 13F CARTER COM 146229109 441,506 28,225 6.83 51,873 27.11 0.0215
2017-11-13 2017-09-30 13F CARTER COM 146229109 413,281 5,359 1.31 40,810 12.47 0.0178
2017-08-11 2017-06-30 13F CARTER COM 146229109 407,922 62,644 18.14 36,284 17.02 0.0168
2017-05-12 2017-03-31 13F CARTER COM 146229109 345,278 18,975 5.82 31,006 9.98 0.0148
2017-02-09 2016-12-31 13F CARTER COM 146229109 326,303 1,936 0.60 28,193 0.23 0.0141
2016-11-10 2016-09-30 13F CARTER COM 146229109 324,367 -12,990 -3.85 28,127 -21.69 0.0152
2016-08-09 2016-06-30 13F CARTER COM 146229109 337,357 4,527 1.36 35,916 2.41 0.0207
2016-05-13 2016-03-31 13F CARTER COM 146229109 332,830 -33,402 -9.12 35,072 7.56 0.0210
2016-02-10 2015-12-31 13F CARTER COM 146229109 366,232 16,273 4.65 32,608 2.81 0.0203
2015-11-13 2015-09-30 13F CARTER COM 146229109 349,959 15,759 4.72 31,717 -10.72 0.0208
2015-08-14 2015-06-30 13F CARTER COM 146229109 334,200 25,889 8.40 35,526 24.62 0.0218
2015-05-14 2015-03-31 13F CARTER COM 146229109 308,311 16,548 5.67 28,508 11.91 0.0180
2015-02-06 2014-12-31 13F CARTER COM 146229109 291,763 33,689 13.05 25,473 27.32 0.0167
2014-11-13 2014-09-30 13F CARTER COM 146229109 258,074 -2,435 -0.93 20,007 11.42 0.0142
2014-08-08 2014-06-30 13F CARTER COM 146229109 260,509 11,474 4.61 17,957 -7.13 0.0125
2014-05-14 2014-03-31 13F CARTER COM 146229109 249,035 -202 -0.08 19,335 8.06 0.0144
2014-02-12 2013-12-31 13F CARTER COM 146229109 249,237 -1,603 -0.64 17,893 -6.00 0.0139
2013-11-13 2013-09-30 13F CARTER COM 146229109 250,840 6,667 2.73 19,036 5.26 0.0165
2013-08-15 2013-06-30 13F CARTER COM 146229109 244,173 244,173 18,085 0.0170
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.