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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 $493.2M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2021. 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
70
No complete 13F data for Q4 2020
Shares held
8.72M
No complete 13F data for Q4 2020
Total value
$121.4M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 70 institutions
Q1 2021: 70 institutionsQ2 2021: 78 institutionsQ3 2021: 72 institutionsQ4 2021: 78 institutionsQ1 2022: 79 institutionsQ2 2022: 83 institutionsQ3 2022: 88 institutionsQ4 2022: 88 institutionsQ1 2023: 91 institutionsQ2 2023: 100 institutionsQ3 2023: 87 institutionsQ4 2023: 82 institutionsQ1 2024: 82 institutionsQ2 2024: 86 institutionsQ3 2024: 93 institutionsQ4 2024: 106 institutionsQ1 2025: 112 institutionsQ2 2025: 117 institutionsQ3 2025: 122 institutionsQ4 2025: 121 institutionsQ1 2026: 125 institutionsQ2 2026: 162 institutions
Value heldQ1 2021: $121.4M
Q1 2021: $121.4MQ2 2021: $115.3MQ3 2021: $130.9MQ4 2021: $147.1MQ1 2022: $156.0MQ2 2022: $114.8MQ3 2022: $144.5MQ4 2022: $154.0MQ1 2023: $131.4MQ2 2023: $140.5MQ3 2023: $117.4MQ4 2023: $143.3MQ1 2024: $122.4MQ2 2024: $147.8MQ3 2024: $181.4MQ4 2024: $193.4MQ1 2025: $179.1MQ2 2025: $194.5MQ3 2025: $223.5MQ4 2025: $229.1MQ1 2026: $295.7MQ2 2026: $493.2M
Institutions holding CARE and their total value by quarter
QuarterHoldersValue
Q2 2026162$493.2M
Q1 2026125$295.7M
Q4 2025121$229.1M
Q3 2025122$223.5M
Q2 2025117$194.5M
Q1 2025112$179.1M
Q4 2024106$193.4M
Q3 202493$181.4M
Q2 202486$147.8M
Q1 202482$122.4M
Q4 202382$143.3M
Q3 202387$117.4M
Q2 2023100$140.5M
Q1 202391$131.4M
Q4 202288$154.0M
Q3 202288$144.5M
Q2 202283$114.8M
Q1 202279$156.0M
Q4 202178$147.1M
Q3 202172$130.9M
Q2 202178$115.3M
Q1 202170$121.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CARE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.22$00.00%––
Fifth Third Bancorp112$2.00K0.00%––
Kistler-Tiffany Companies, LLC376$5.00K0.00%––
Steward Partners Investment Advisory, LLC436$6.09K0.00%––
Geneos Wealth Management Inc.720$9.00K0.00%––
Bank of Montreal1,004$14.0K0.00%––
Tower Research Capital LLC (TRC)1,212$17.0K0.00%––
American Portfolios Advisors1,300$18.1K0.00%––
Citigroup Inc1,631$23.0K0.00%––
Legal & General Group Plc2,002$28.0K0.00%––
Ameritas Investment Partners, Inc.1,998$28.0K0.00%––
Royal Bank of Canada3,312$46.0K0.00%––
Concord Wealth Partners4,017$56.0K0.02%––
Morgan Stanley5,557$78.0K0.00%––
UBS Group AG6,545$91.0K0.00%––
Public Employees Retirement System of Ohio6,944$97.0K0.00%––
Heritage Wealth Advisors8,700$121.5K0.01%––
PDT Partners, LLC10,209$143.0K0.01%––
First Trust Advisors LP12,840$179.0K0.00%––
American International Group, Inc.13,210$184.0K0.00%––
Two Sigma Advisers, LP13,200$184.0K0.00%––
Two Sigma Investments, LP13,500$188.0K0.00%––
Quadrature Capital Ltd14,018$196.0K0.01%––
Manufacturers Life Insurance Company, The15,095$211.0K0.00%––
Deutsche Bank AG15,290$213.0K0.00%––
Cetera Advisor Networks LLC17,534$245.0K0.01%––
Goldman Sachs Group Inc17,647$246.0K0.00%––
LPL Financial LLC17,684$247.0K0.00%––
New York State Common Retirement Fund19,600$274.0K0.00%––
Martingale Asset Management L P21,016$294.0K0.00%––
Citadel Advisors LLC21,605$302.0K0.00%––
Voya Investment Management LLC22,231$310.0K0.00%––
Truist Financial Corp22,370$313.0K0.00%––
Wells Fargo & Company23,446$327.0K0.00%––
Stifel Financial Corp26,209$366.0K0.00%––
Kennedy Capital Management, Inc.31,549$440.0K0.01%––
Rhumbline Advisers31,834$444.0K0.00%––
Fourthstone LLC31,887$445.0K0.22%––
D. E. Shaw & Co., Inc.32,645$456.0K0.00%––
QS Investors, LLC34,075$476.0K0.01%––
California State Teachers Retirement System34,178$477.0K0.00%––
California Public Employees Retirement System44,315$619.0K0.00%––
Los Angeles Capital Management LLC45,705$638.0K0.00%––
Bailard, Inc.47,328$661.0K0.02%––
STRS Ohio55,600$776.0K0.00%––
Bridgeway Capital Management, LLC60,000$838.0K0.02%––
First Manhattan Co62,032$865.0K0.00%––
Jacobs Levy Equity Management, Inc69,358$968.0K0.01%––
Nuveen Asset Management, LLC94,827$1.00M0.00%––
Bank of New York Mellon Corp76,985$1.07M0.00%––
JPMorgan Chase & Co78,558$1.10M0.00%––
Arrowstreet Capital, Limited Partnership80,000$1.12M0.00%––
Regions Financial Corp85,000$1.19M0.01%––
Bank of America Corp85,167$1.19M0.00%––
Parametric Portfolio Associates LLC85,425$1.19M0.00%––
Basswood Capital Management, L.L.C.86,517$1.21M0.05%––
Renaissance Technologies LLC95,400$1.33M0.00%––
Tandem Investment Advisors, Inc.100,000$1.40M0.13%––
Acadian Asset Management LLC104,006$1.45M0.01%––
Russell Investments Group, Ltd.118,627$1.65M0.00%––
Price Michael F158,400$2.21M0.26%––
Charles Schwab Investment Management Inc163,628$2.29M0.00%––
Northern Trust Corp223,748$3.12M0.00%––
Huber Capital Management LLC274,556$3.83M1.04%––
Geode Capital Management, LLC364,940$5.09M0.00%––
State Street Corp387,714$5.41M0.00%––
Hunter Perkins Capital Management, LLC479,600$6.70M1.37%––
Vanguard Group Inc1,216,939$17.0M0.00%––
Alliancebernstein L.P.1,614,217$22.5M0.01%––
BlackRock Inc.1,801,620$25.1M0.00%––