CRI
Carter's Inc. · Consumer Cyclical · Apparel - Retail
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -7.0% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | 0 | 28.83M | $1.19B | +7 | −7 |
| Q1 2026 | 95 | +3 | 28.48M | $1.02B | +7 | −4 |
| Q4 2025 | 92 | -1 | 31.22M | $1.01B | +1 | −2 |
| Q3 2025 | 19 | 0 | 17.96M | $506.90M | +1 | −1 |
| Q2 2025 | 16 | 0 | 18.72M | $564.19M | +1 | −1 |
| Q1 2025 | 13 | 0 | 8.08M | $329.65M | +3 | −3 |
| Q4 2024 | 13 | -1 | 5.81M | $313.80M | — | −1 |
| Q3 2024 | 13 | +3 | 4.80M | $311.61M | +4 | −1 |
| Q2 2024 | 10 | — | 5.16M | $319.47M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.55M | +4.0% | $100.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.55M | +4.0% | $100.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.55M | +4.0% | $100.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.55M | +4.0% | $100.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 804.42K | -38.9% | $52.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 775.03K | +39.5% | $50.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 775.03K | +39.5% | $50.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 775.03K | +39.5% | $50.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 600.58K | -0.5% | $39.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 600.58K | -0.5% | $39.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 541.62K | New | $35.19M | 0.1% | New | 1 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 541.62K | New | $35.19M | 0.1% | New | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 97.51K | New | $6.34M | 0.0% | New | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 95.72K | New | $6.22M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 82.84K | -81.4% | $5.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 79.93K | New | $5.19M | 0.0% | New | 1 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 78.94K | -83.0% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 42.26K | -2.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 42.26K | -2.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 27.43K | -43.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 23.66K | +32.1% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $35.19M | 0.1% |
| D. E. Shaw & Co. | $35.19M | 0.1% |
| Millennium Management | $6.34M | 0.0% |
| Two Sigma Investments | $6.22M | 0.0% |
| Marshall Wace | $5.19M | 0.0% |
Exited
| Norges Bank | $11.11M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 274 holders, 40.21M shares, $1.40B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.