Vanguard holds 2.61M Carter's shares (NYSE: CRI) — 7.18% stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Carter's Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 2,613,987 shares of Carter's Inc common stock, representing 7.18% of the class.
The filing shows sole voting power for 60,270 shares and sole dispositive power for 2,613,987 shares. The submission is signed by Ashley Grim on 04/29/2026.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 2,613,987 shares
Percent of class: 7.18%
Sole voting power: 60,270 shares
+3 more
6 metrics
Beneficially owned
2,613,987 shares
Amount beneficially owned as reported in Item 4
Percent of class
7.18%
Percent of class reported in Item 4
Sole voting power
60,270 shares
Sole power to vote (Item 4(i))
Sole dispositive power
2,613,987 shares
Sole power to dispose (Item 4(iii))
CUSIP
146229109
CUSIP number listed on cover
Signature date
04/29/2026
Signed by Ashley Grim
Key Terms
SCHEDULE 13G, beneficially owned, sole dispositive power, Investment Company Act of 1940
4 terms
SCHEDULE 13G regulatory
"Item 1. | (a) | Name of issuer: Carter's Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 2613987"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Item 4(iii) Sole power to dispose or to direct the disposition of: 2613987"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act of 1940 regulatory
"Item 6. | listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
What stake does Vanguard hold in Carter's Inc (CRI)?
Vanguard Portfolio Management reports beneficial ownership of 2,613,987 shares, equal to 7.18% of the class. The filing attributes sole dispositive power over all 2,613,987 shares to Vanguard Portfolio Management LLC and related affiliates.
How much voting power does Vanguard have in CRI?
Vanguard has sole voting power for 60,270 shares. The filing lists 0 shares with shared voting power, indicating most voting authority remains with other holders or is held by Vanguard funds where voting may differ.
Who filed the Schedule 13G for CRI on Vanguard's behalf?
The filing was made by Vanguard Portfolio Management with an address in Malvern, PA, and signed by Ashley Grim, Head of Global Fund Administration on 04/29/2026. It covers holdings across Vanguard funds and managed accounts.
Does the filing identify other persons with more than 5% interest in CRI?
No. The filing states no other single person's interest exceeds 5%. It also notes that shares are held on behalf of investment companies and managed accounts under Vanguard's dispositive authority.