Carter's, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 11/08/2024 | 3.84 M | $249.67 M | -5.93% | 10.88% |
| VANGUARD GROUP INC | 11/13/2024 | 3.53 M | $229.33 M | -0.73% | 10.00% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.12 M | $203.01 M | 100.00% | 8.85% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.55 M | $100.42 M | 4.05% | 4.38% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.44 M | $93.57 M | 39.74% | 4.08% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.21 M | $78.41 M | 0.85% | 3.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.17 M | $76.14 M | 3.77% | 3.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.15 M | $74.47 M | -53.94% | 3.25% |
| PACER ADVISORS, INC. | 11/12/2024 | 1.12 M | $72.66 M | -7.52% | 3.17% |
| STATE STREET CORP | 11/14/2024 | 1.12 M | $72.47 M | -0.43% | 3.16% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.10 M | $71.45 M | 3.44% | 3.11% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 997,333 | $64.81 M | -34.05% | 2.83% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 924,662 | $60.08 M | 22.13% | 2.62% |
| HARRIS ASSOCIATES L P | 11/14/2024 | 804,419 | $52.27 M | -38.87% | 2.28% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 775,028 | $50.36 M | 39.50% | 2.20% |
| MORGAN STANLEY | 11/14/2024 | 736,983 | $47.89 M | 40.01% | 2.09% |
| BOSTON TRUST WALDEN CORP | 10/24/2024 | 643,344 | $41.80 M | -39.21% | 1.82% |
| WASATCH ADVISORS LP | 11/14/2024 | 638,126 | $41.47 M | -4.31% | 1.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 600,584 | $39.04 M | -0.46% | 1.70% |
| RWWM, INC. | 11/13/2024 | 552,996 | $35.93 M | 44.75% | 1.57% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 541,618 | $35.19 M | 100.00% | 1.53% |
| REINHART PARTNERS, INC. | 10/09/2024 | 523,939 | $34.05 M | 13.61% | 1.48% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 520,907 | $33.85 M | -2.95% | 1.48% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2024 | 506,208 | $32.89 M | -1.51% | 1.43% |
| INVESCO LTD. | 11/12/2024 | 487,852 | $31.70 M | 5.01% | 1.38% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 420,718 | $27.34 M | 30.23% | 1.19% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 11/14/2024 | 310,213 | $20.16 M | -61.49% | 0.88% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 300,661 | $19.54 M | 70.38% | 0.85% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 295,169 | $19.18 M | -10.64% | 0.84% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 274,654 | $17.85 M | -0.09% | 0.78% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 249,862 | $16.24 M | -10.91% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 236,048 | $15.34 M | -6.33% | 0.67% |
| HOLOCENE ADVISORS, LP | 11/14/2024 | 225,151 | $14.63 M | -44.62% | 0.64% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 213,942 | $13.90 M | 140.10% | 0.61% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 200,909 | $13.06 M | -36.78% | 0.57% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2024 | 179,550 | $11.67 M | -4.37% | 0.51% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 175,494 | $11.40 M | 4.89% | 0.50% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 173,812 | $11.29 M | 28,868.67% | 0.49% |
| SHELLBACK CAPITAL, LP | 11/14/2024 | 169,709 | $11.03 M | 100.00% | 0.48% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 158,068 | $10.27 M | 0.87% | 0.45% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 11/14/2024 | 152,893 | $9.93 M | -2.11% | 0.43% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 152,560 | $9.91 M | 79.27% | 0.43% |
| UBS GROUP AG | 11/14/2024 | 142,783 | $9.28 M | 16.49% | 0.40% |
| VAN DEN BERG MANAGEMENT I, INC | 11/14/2024 | 138,171 | $8.98 M | 16.69% | 0.39% |
| ALPS ADVISORS INC | 11/12/2024 | 129,066 | $8.39 M | 197.10% | 0.37% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 122,231 | $7.94 M | 10.37% | 0.35% |
| JANE STREET GROUP, LLC | 11/15/2024 | 115,890 | $7.53 M | 21.84% | 0.33% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 11/06/2024 | 102,826 | $6.68 M | 0.00% | 0.29% |
| TWINBEECH CAPITAL LP | 11/14/2024 | 100,934 | $6.56 M | 100.00% | 0.29% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 99,278 | $6.45 M | -7.38% | 0.28% |
Carter's, Inc.institutional Ownership - FAQ's
During the previous two years, 525 institutional investors and hedge funds held shares of Carter's, Inc.. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 3.84 M
VANGUARD GROUP INC: 3.53 M
BlackRock Funding, Inc. /DE: 3.12 M
WELLINGTON MANAGEMENT GROUP LLP: 1.55 M
FIRST TRUST ADVISORS LP: 1.44 M
LSV ASSET MANAGEMENT: 1.21 M
112.00% of Carter's, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 54.05 M shares in the last 24 months. This purchase volume represents approximately $3.01 B in transactions.