Carter Bankshares, Inc.
CARE- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001829576
In the last 90 days, Carter Bankshares, Inc. insiders filed 0 open-market purchases and 3 sales; 162 institutions reported holding it in 13F filings for Q2 2026, worth $493.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Carter Bankshares, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 162
- +38 vs. Q1 2026
- Shares held
- 14.5M
- +1.83M (+14.5%) vs. Q1 2026
- Total value
- $493.5M
- +$197.8M (+66.9%) vs. Q1 2026
- New holders
- 50
- 58 more added
- Sold out
- 12
- 33 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 162 | $493.5M |
| Q1 2026 | 125 | $295.7M |
| Q4 2025 | 121 | $229.1M |
| Q3 2025 | 122 | $224.7M |
| Q2 2025 | 117 | $194.7M |
| Q1 2025 | 112 | $179.1M |
| Q4 2024 | 106 | $194.1M |
| Q3 2024 | 93 | $182.5M |
| Q2 2024 | 86 | $148.1M |
| Q1 2024 | 82 | $126.5M |
| Q4 2023 | 82 | $145.6M |
| Q3 2023 | 87 | $117.4M |
| Q2 2023 | 100 | $140.5M |
| Q1 2023 | 90 | $132.5M |
| Q4 2022 | 88 | $154.0M |
| Q3 2022 | 88 | $144.5M |
| Q2 2022 | 83 | $114.8M |
| Q1 2022 | 79 | $156.0M |
| Q4 2021 | 78 | $147.1M |
| Q3 2021 | 72 | $130.9M |
| Q2 2021 | 78 | $115.3M |
| Q1 2021 | 70 | $121.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,796,799 | $61.1M | 0.00% | +127,981+7.7% | Added |
| Dimensional Fund Advisors LP | 1,256,126 | $42.7M | 0.01% | +80,201+6.8% | Added |
| Vanguard Capital Management LLC | 955,877 | $32.5M | 0.00% | −29,106−3.0% | Reduced |
| State Street Corp | 912,310 | $31.0M | 0.00% | +413,408+82.9% | Added |
| American Century Companies Inc | 709,568 | $24.1M | 0.01% | +168,702+31.2% | Added |
| Lazard Asset Management LLC | 640,742 | $21.8M | 0.03% | +640,742 | New |
| Geode Capital Management, LLC | 576,614 | $19.6M | 0.00% | +60,639+11.8% | Added |
| Acadian Asset Management LLC | 387,397 | $13.2M | 0.02% | +387,397 | New |
| Kennedy Capital Management, Inc. | 384,084 | $13.1M | 0.23% | −65,533−14.6% | Reduced |
| Goldman Sachs Group Inc | 373,745 | $12.7M | 0.00% | +17,357+4.9% | Added |
| Vanguard Portfolio Management LLC | 301,842 | $10.3M | 0.00% | +137,966+84.2% | Added |
| AQR Capital Management LLC | 299,724 | $10.2M | 0.00% | +239,810+400.3% | Added |
| Algert Global LLC | 278,213 | $9.46M | 0.11% | +121,433+77.5% | Added |
| Hillsdale Investment Management Inc. | 263,657 | $8.97M | 0.20% | +263,657 | New |
| Morgan Stanley | 222,626 | $7.57M | 0.00% | +102,807+85.8% | Added |
| Nuveen, LLC | 195,185 | $6.64M | 0.00% | +148,266+316.0% | Added |
| Northern Trust Corp | 189,817 | $6.46M | 0.00% | +14,348+8.2% | Added |
| Russell Investments Group, Ltd. | 186,228 | $6.33M | 0.01% | +82,122+78.9% | Added |
| Huber Capital Management LLC | 183,553 | $6.24M | 0.92% | −7,000−3.7% | Reduced |
| Petiole USA ltd | 179,222 | $6.10M | 4.38% | −202,151−53.0% | Reduced |
| Tudor Investment Corp Et Al | 161,420 | $5.49M | 0.02% | +161,420 | New |
| FMR LLC | 154,054 | $5.24M | 0.00% | +147,493+2,248.0% | Added |
| Vanguard Fiduciary Trust Co | 148,225 | $5.04M | 0.00% | +750+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 144,388 | $4.91M | 0.01% | −45,040−23.8% | Reduced |
| Diversified Trust Co | 141,762 | $4.82M | 0.08% | +10,274+7.8% | Added |
| Bridgeway Capital Management, LLC | 141,683 | $4.82M | 0.08% | +6,828+5.1% | Added |
| Basswood Capital Management, L.L.C. | 131,609 | $4.48M | 0.19% | −96,106−42.2% | Reduced |
| Two Sigma Investments, LP | 106,590 | $3.63M | 0.00% | +76,286+251.7% | Added |
| Bank of America Corp | 106,330 | $3.62M | 0.00% | +48,893+85.1% | Added |
| Maltese Capital Management LLC | 105,000 | $3.57M | 0.65% | −223,888−68.1% | Reduced |
| Jupiter Topco LLC | 101,719 | $3.46M | 0.00% | +101,719 | New |
| Trexquant Investment LP | 100,397 | $3.41M | 0.02% | −27,316−21.4% | Reduced |
| Empowered Funds, LLC | 97,298 | $3.31M | 0.02% | +6,828+7.5% | Added |
| Creative Planning | 96,464 | $3.28M | 0.00% | +37,071+62.4% | Added |
| First Trust Advisors LP | 93,226 | $3.17M | 0.00% | +15,219+19.5% | Added |
| Martingale Asset Management L P | 91,899 | $3.13M | 0.07% | +91,899 | New |
| Mackenzie Financial Corp | 89,923 | $3.06M | 0.00% | +89,923 | New |
| Segall Bryant & Hamill, LLC | 87,905 | $2.99M | 0.04% | +87,905 | New |
| State of Wisconsin Investment Board | 85,509 | $2.91M | 0.01% | +85,509 | New |
| Invesco Ltd. | 84,658 | $2.88M | 0.00% | +54,438+180.1% | Added |
| Aquatic Capital Management LLC | 81,103 | $2.76M | 0.09% | +81,103 | New |
| Prudential Financial Inc | 79,175 | $2.69M | 0.00% | +79,175 | New |
| Bank of New York Mellon Corp | 71,536 | $2.43M | 0.00% | −14,608−17.0% | Reduced |
| Massachusetts Financial Services Co | 67,266 | $2.29M | 0.00% | +67,266 | New |
| Charles Schwab Investment Management Inc | 63,343 | $2.15M | 0.00% | +5,703+9.9% | Added |
| Oppenheimer & Close, LLC | 62,500 | $2.13M | 1.34% | 00.0% | Unchanged |
| First Manhattan Co | 60,000 | $2.04M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 57,890 | $1.97M | 0.00% | +9,994+20.9% | Added |
| Arrowstreet Capital, Limited Partnership | 53,299 | $1.81M | 0.00% | +41,698+359.4% | Added |
| Stifel Financial Corp | 50,256 | $1.71M | 0.00% | −5,461−9.8% | Reduced |
| UBS Group AG | 44,040 | $1.50M | 0.00% | −24,228−35.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,775 | $1.49M | 0.00% | +43,775 | New |
| SEI Investments Co | 41,591 | $1.41M | 0.00% | −38,788−48.3% | Reduced |
| Wells Fargo & Company | 41,227 | $1.40M | 0.00% | +7,887+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 40,303 | $1.37M | 0.01% | +40,303 | New |
| Sierra Summit Advisors LLC | 39,579 | $1.35M | 0.15% | +39,579 | New |
| Millennium Management LLC | 38,617 | $1.31M | 0.00% | −85,387−68.9% | Reduced |
| Quantinno Capital Management LP | 38,551 | $1.31M | 0.00% | +3,062+8.6% | Added |
| Panagora Asset Management Inc | 36,748 | $1.25M | 0.00% | +3,229+9.6% | Added |
| EJF Capital LLC | 36,001 | $1.22M | 0.82% | −62,757−63.5% | Reduced |
| D. E. Shaw & Co., Inc. | 33,587 | $1.14M | 0.00% | +10,213+43.7% | Added |
| Kingsview Wealth Management, LLC | 32,894 | $1.12M | 0.01% | +797+2.5% | Added |
| Balyasny Asset Management LLC | 31,801 | $1.08M | 0.00% | +20,980+193.9% | Added |
| Citigroup Inc | 29,114 | $990.2K | 0.00% | +25,971+826.3% | Added |
| Rhumbline Advisers | 28,824 | $980.3K | 0.00% | −106−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,790 | $979.1K | 0.05% | +3,054+11.9% | Added |
| Franklin Resources Inc | 26,935 | $916.1K | 0.00% | +8,734+48.0% | Added |
| Barclays PLC | 26,567 | $903.5K | 0.00% | +20,391+330.2% | Added |
| Allspring Global Investments Holdings, LLC | 25,930 | $896.9K | 0.00% | +25,930 | New |
| Citadel Advisors LLC | 24,604 | $836.8K | 0.00% | −111,061−81.9% | Reduced |
| Richard Young Associates, Ltd. | 24,471 | $832.3K | 0.55% | −743−2.9% | Reduced |
| Gsa Capital Partners LLP | 23,819 | $810.0K | 0.05% | +23,819 | New |
| XTX Topco Ltd | 22,894 | $778.6K | 0.01% | −12,748−35.8% | Reduced |
| Deutsche Bank AG | 22,366 | $760.7K | 0.00% | +3,399+17.9% | Added |
| Marshall Wace, LLP | 22,118 | $752.2K | 0.00% | +22,118 | New |
| Captrust Financial Advisors | 21,676 | $737.2K | 0.00% | +1,295+6.4% | Added |
| Rafferty Asset Management, LLC | 21,471 | $730.2K | 0.00% | +21,471 | New |
| Engineers Gate Manager LP | 20,800 | $707.4K | 0.01% | +20,800 | New |
| Vanguard Global Advisers, LLC | 19,390 | $659.5K | 0.00% | +10,686+122.8% | Added |
| Price T Rowe Associates Inc | 18,411 | $627.0K | 0.00% | +3,127+20.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,154 | $584.0K | 0.00% | +17,154 | New |
| Alliancebernstein L.P. | 23,780 | $554.5K | 0.00% | −1,838−7.2% | Reduced |
| Retirement Planning Group | 15,044 | $511.6K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 15,000 | $510.1K | 0.04% | +15,000 | New |
| Mercer Global Advisors Inc | 14,942 | $508.2K | 0.00% | +4,723+46.2% | Added |
| SG Americas Securities, LLC | 14,835 | $505.0K | 0.00% | +14,835 | New |
| LightSquare Wealth Management, LLC | 14,709 | $500.3K | 0.34% | +14,709 | New |
| Truist Financial Corp | 12,855 | $437.2K | 0.00% | −865−6.3% | Reduced |
| Caxton Associates LLP | 12,821 | $436.0K | 0.01% | +12,821 | New |
| LPL Financial LLC | 12,696 | $431.8K | 0.00% | −151−1.2% | Reduced |
| MetLife Investment Management | 12,673 | $431.0K | 0.00% | +1,302+11.5% | Added |
| State of Wyoming | 12,621 | $429.2K | 0.04% | +12,621 | New |
| Partners in Financial Planning | 12,299 | $418.3K | 0.06% | −221−1.8% | Reduced |
| JPMorgan Chase & Co | 10,968 | $365.5K | 0.00% | +1,552+16.5% | Added |
| Los Angeles Capital Management LLC | 10,409 | $354.0K | 0.00% | −280−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,239 | $348.2K | 0.00% | −8−0.1% | Reduced |
| State of Tennessee, Treasury Department | 9,620 | $327.2K | 0.00% | +9,620 | New |
| Magnetar Financial LLC | 9,529 | $324.1K | 0.00% | +9,529 | New |
| BNP Paribas Arbitrage, SA | 9,484 | $322.6K | 0.00% | +973+11.4% | Added |
| Cornerstone Investment Partners, LLC | 9,301 | $316.3K | 0.01% | +9,301 | New |