| 0.04% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $78.4M | +7.9% | 5.151% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $64.4M | +2.1% | 4.229% | 0.00% |
| 6 | STATE STREET CORP | 1.5M | $61.6M | -0.9% | 4.046% | 0.00% |
| 7 | RWWM, Inc. | 1.4M | $59.4M | -38.4% | 3.904% | 4.39% |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.4M | $55.8M | -1.8% | 3.665% | 0.02% |
| 9 | AMERIPRISE FINANCIAL INC | 1.2M | $51.0M | +99.4% | 3.353% | 0.01% |
| 10 | GOLDMAN SACHS GROUP INC | 1.0M | $42.8M | +10.6% | 2.813% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 1.0M | $42.0M | +76.3% | 2.759% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 934K | $38.4M | +5.6% | 2.524% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 917K | $37.7M | +204.7% | 2.478% | 0.01% |
| 14 | MORGAN STANLEY | 876K | $36.1M | -28.8% | 2.368% | 0.00% |
| 15 | Bank of New York Mellon Corp | 689K | $28.3M | +7.8% | 1.862% | 0.00% |
| 16 | UBS Group AG | 687K | $28.3M | -35.8% | 1.857% | 0.00% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 646K | $26.6M | +11.9% | 1.746% | 0.00% |
| 18 | Quantinno Capital Management LP | 589K | $24.2M | -1.6% | 1.591% | 0.03% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 565K | $23.3M | +2.2% | 1.528% | 0.00% |
| 20 | NORTHERN TRUST CORP | 443K | $18.2M | +21.1% | 1.198% | 0.00% |
| 21 | Interval Partners, LP | 414K | $17.0M | -38.0% | 1.119% | 0.44% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 413K | $17.0M | — | 1.115% | 0.02% |
| 23 | ROYCE & ASSOCIATES LP | 396K | $16.3M | +20.5% | 1.072% | 0.13% |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | 391K | $16.1M | +15.4% | 1.058% | 0.06% |
| 25 | TWO SIGMA INVESTMENTS, LP | 362K | $14.9M | +201.2% | 0.979% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CRI — a direct measure of their conviction.
| 111.10% |
| 5.50 pp |
| $1.57B |
| 28% |
| Q4 2024 | 311 | 4.0% | 116.60% | +7.70 pp | $2.19B | 10.0% |
| Q3 2024 | 324 | — | 108.90% | — | $2.43B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
47 institutions opened new positions in CRI during Q2 2026, while 32 fully exited. 192 added to existing positions and 45 trimmed.
CRI institutional ownership fell by 4.02 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 54.4% of all reported 13F value in CRI, and the top 25 account for 78.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carter's Inc. (CRI) Institutional Ownership