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, Q4 2021
Institutional positions in Carter Bankshares, Inc. as of Dec 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
- 78
- +7 vs. Q3 2021
- Shares held
- 9.56M
- +351.1K (+3.8%) vs. Q3 2021
- Total value
- $147.1M
- +$16.2M (+12.4%) vs. Q3 2021
- New holders
- 11
- 28 more added
- Sold out
- 4
- 23 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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 | $493.2M |
| Q1 2026 | 125 | $295.7M |
| Q4 2025 | 121 | $229.1M |
| Q3 2025 | 122 | $223.5M |
| Q2 2025 | 117 | $194.5M |
| Q1 2025 | 112 | $179.1M |
| Q4 2024 | 106 | $193.4M |
| Q3 2024 | 93 | $181.4M |
| Q2 2024 | 86 | $147.8M |
| Q1 2024 | 82 | $122.4M |
| Q4 2023 | 82 | $143.3M |
| Q3 2023 | 87 | $117.4M |
| Q2 2023 | 100 | $140.5M |
| Q1 2023 | 91 | $131.4M |
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,803,262 | $27.8M | 0.00% | +10,691+0.6% | Added |
| Alliancebernstein L.P. | 1,478,132 | $22.7M | 0.01% | −35,987−2.4% | Reduced |
| Vanguard Group Inc | 1,252,941 | $19.3M | 0.00% | +12,991+1.0% | Added |
| State Street Corp | 455,156 | $7.00M | 0.00% | +15,372+3.5% | Added |
| Geode Capital Management, LLC | 443,251 | $6.82M | 0.00% | +4,755+1.1% | Added |
| Basswood Capital Management, L.L.C. | 418,640 | $6.44M | 0.30% | −493,910−54.1% | Reduced |
| Huber Capital Management LLC | 381,052 | $5.86M | 1.54% | +17,907+4.9% | Added |
| Petiole USA ltd | 349,889 | $5.38M | 3.87% | +349,889 | New |
| Maltese Capital Management LLC | 315,000 | $4.85M | 0.80% | +232,800+283.2% | Added |
| Northern Trust Corp | 226,614 | $3.49M | 0.00% | −5,963−2.6% | Reduced |
| Price Michael F | 158,400 | $2.44M | 0.27% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 156,010 | $2.40M | 0.01% | −200−0.1% | Reduced |
| Renaissance Technologies LLC | 153,773 | $2.37M | 0.00% | +47,725+45.0% | Added |
| Dimensional Fund Advisors LP | 109,564 | $1.69M | 0.00% | +35,509+47.9% | Added |
| Jacobs Levy Equity Management, Inc | 102,736 | $1.58M | 0.01% | +39,322+62.0% | Added |
| Nuveen Asset Management, LLC | 95,119 | $1.46M | 0.00% | −9,205−8.8% | Reduced |
| Parametric Portfolio Associates LLC | 90,990 | $1.40M | 0.00% | −1,071−1.2% | Reduced |
| Bank of New York Mellon Corp | 88,893 | $1.37M | 0.00% | −140.0% | Reduced |
| Two Sigma Advisers, LP | 86,400 | $1.33M | 0.00% | −6,800−7.3% | Reduced |
| Two Sigma Investments, LP | 73,982 | $1.14M | 0.00% | +12,975+21.3% | Added |
| Tandem Investment Advisors, Inc. | 71,500 | $1.10M | 0.07% | −4,500−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 68,510 | $1.05M | 0.00% | +276+0.4% | Added |
| JPMorgan Chase & Co | 62,445 | $961.0K | 0.00% | +22,715+57.2% | Added |
| First Manhattan Co | 62,032 | $954.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 60,000 | $923.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 58,260 | $897.0K | 0.00% | −136−0.2% | Reduced |
| Russell Investments Group, Ltd. | 56,800 | $872.0K | 0.00% | −2,842−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 51,163 | $787.0K | 0.00% | +51,163 | New |
| Citadel Advisors LLC | 51,027 | $786.0K | 0.00% | +29,739+139.7% | Added |
| STRS Ohio | 51,000 | $784.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 47,955 | $736.0K | 0.00% | +11,157+30.3% | Added |
| Martingale Asset Management L P | 46,875 | $723.0K | 0.01% | +25,575+120.1% | Added |
| Cornercap Investment Counsel Inc | 35,645 | $549.0K | 0.08% | +35,645 | New |
| Wells Fargo & Company | 34,607 | $532.0K | 0.00% | +14,680+73.7% | Added |
| Rhumbline Advisers | 31,925 | $491.0K | 0.00% | −50−0.2% | Reduced |
| LPL Financial LLC | 29,708 | $457.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 29,388 | $453.0K | 0.00% | +13,190+81.4% | Added |
| Los Angeles Capital Management LLC | 28,637 | $441.0K | 0.00% | −20,378−41.6% | Reduced |
| Stifel Financial Corp | 26,709 | $411.0K | 0.00% | +500+1.9% | Added |
| Bailard, Inc. | 26,146 | $402.0K | 0.01% | −6,100−18.9% | Reduced |
| Captrust Financial Advisors | 25,128 | $387.0K | 0.00% | −81−0.3% | Reduced |
| Ameriprise Financial Inc | 22,700 | $349.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,255 | $343.0K | 0.00% | +490+2.3% | Added |
| Partners in Financial Planning | 20,575 | $322.8K | 0.10% | +5,690+38.2% | Added |
| Goldman Sachs Group Inc | 20,677 | $318.0K | 0.00% | +1,248+6.4% | Added |
| D. E. Shaw & Co., Inc. | 19,907 | $306.0K | 0.00% | +19,907 | New |
| Cetera Advisor Networks LLC | 19,073 | $294.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,834 | $290.0K | 0.00% | +1,904+11.2% | Added |
| Truist Financial Corp | 16,370 | $252.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 16,321 | $251.0K | 0.00% | +837+5.4% | Added |
| New York State Common Retirement Fund | 16,245 | $250.0K | 0.00% | −3,560−18.0% | Reduced |
| Manufacturers Life Insurance Company, The | 14,628 | $225.0K | 0.00% | −1,552−9.6% | Reduced |
| California State Teachers Retirement System | 13,963 | $215.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 13,766 | $212.0K | 0.00% | −412−2.9% | Reduced |
| Engineers Gate Manager LP | 13,186 | $203.0K | 0.01% | +13,186 | New |
| Millennium Management LLC | 12,980 | $200.0K | 0.00% | −10,379−44.4% | Reduced |
| PDT Partners, LLC | 12,508 | $192.0K | 0.01% | +12,508 | New |
| First Trust Advisors LP | 12,280 | $189.0K | 0.00% | +835+7.3% | Added |
| Fourthstone LLC | 11,655 | $179.0K | 0.07% | −75,023−86.6% | Reduced |
| UBS Group AG | 9,877 | $152.0K | 0.00% | +9,843+28,950.0% | Added |
| MetLife Investment Management | 9,102 | $140.1K | 0.00% | +4,789+111.0% | Added |
| SG Americas Securities, LLC | 8,477 | $130.0K | 0.00% | −8,500−50.1% | Reduced |
| Public Employees Retirement System of Ohio | 6,944 | $107.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,844 | $105.0K | 0.00% | +4,041+144.2% | Added |
| Royal Bank of Canada | 6,685 | $103.0K | 0.00% | +2,331+53.5% | Added |
| Allspring Global Investments Holdings, LLC | 4,403 | $67.0K | 0.00% | +4,403 | New |
| Metropolitan Life Insurance Co | 3,972 | $61.1K | 0.00% | −374−8.6% | Reduced |
| Legal & General Group Plc | 2,002 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $31.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $19.0K | 0.00% | +1,239 | New |
| Tower Research Capital LLC (TRC) | 1,026 | $16.0K | 0.00% | −1,082−51.3% | Reduced |
| Geneos Wealth Management Inc. | 720 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 376 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 322 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 43 | $1.00K | 0.00% | +43 | New |
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| Federated Hermes, Inc. | 10 | – | – | +10 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −15,204−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |