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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| FMR LLC | 43 | $1.00K | 0.00% | +43 | New |
| Advisor Group Holdings, Inc. | 322 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 376 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 720 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,026 | $16.0K | 0.00% | −1,082−51.3% | Reduced |
| Larson Financial Group LLC | 1,239 | $19.0K | 0.00% | +1,239 | New |
| American Portfolios Advisors | 1,300 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 3,972 | $61.1K | 0.00% | −374−8.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,403 | $67.0K | 0.00% | +4,403 | New |
| Royal Bank of Canada | 6,685 | $103.0K | 0.00% | +2,331+53.5% | Added |
| Citigroup Inc | 6,844 | $105.0K | 0.00% | +4,041+144.2% | Added |
| Public Employees Retirement System of Ohio | 6,944 | $107.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,477 | $130.0K | 0.00% | −8,500−50.1% | Reduced |
| MetLife Investment Management | 9,102 | $140.1K | 0.00% | +4,789+111.0% | Added |
| UBS Group AG | 9,877 | $152.0K | 0.00% | +9,843+28,950.0% | Added |
| Fourthstone LLC | 11,655 | $179.0K | 0.07% | −75,023−86.6% | Reduced |
| First Trust Advisors LP | 12,280 | $189.0K | 0.00% | +835+7.3% | Added |
| PDT Partners, LLC | 12,508 | $192.0K | 0.01% | +12,508 | New |
| Millennium Management LLC | 12,980 | $200.0K | 0.00% | −10,379−44.4% | Reduced |
| Engineers Gate Manager LP | 13,186 | $203.0K | 0.01% | +13,186 | New |
| American International Group, Inc. | 13,766 | $212.0K | 0.00% | −412−2.9% | Reduced |
| California State Teachers Retirement System | 13,963 | $215.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,628 | $225.0K | 0.00% | −1,552−9.6% | Reduced |
| New York State Common Retirement Fund | 16,245 | $250.0K | 0.00% | −3,560−18.0% | Reduced |
| Deutsche Bank AG | 16,321 | $251.0K | 0.00% | +837+5.4% | Added |
| Truist Financial Corp | 16,370 | $252.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,834 | $290.0K | 0.00% | +1,904+11.2% | Added |
| Cetera Advisor Networks LLC | 19,073 | $294.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,907 | $306.0K | 0.00% | +19,907 | New |
| Goldman Sachs Group Inc | 20,677 | $318.0K | 0.00% | +1,248+6.4% | Added |
| Partners in Financial Planning | 20,575 | $322.8K | 0.10% | +5,690+38.2% | Added |
| Voya Investment Management LLC | 22,255 | $343.0K | 0.00% | +490+2.3% | Added |
| Ameriprise Financial Inc | 22,700 | $349.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 25,128 | $387.0K | 0.00% | −81−0.3% | Reduced |
| Bailard, Inc. | 26,146 | $402.0K | 0.01% | −6,100−18.9% | Reduced |
| Stifel Financial Corp | 26,709 | $411.0K | 0.00% | +500+1.9% | Added |
| Los Angeles Capital Management LLC | 28,637 | $441.0K | 0.00% | −20,378−41.6% | Reduced |
| Bank of America Corp | 29,388 | $453.0K | 0.00% | +13,190+81.4% | Added |
| LPL Financial LLC | 29,708 | $457.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 31,925 | $491.0K | 0.00% | −50−0.2% | Reduced |
| Wells Fargo & Company | 34,607 | $532.0K | 0.00% | +14,680+73.7% | Added |
| Cornercap Investment Counsel Inc | 35,645 | $549.0K | 0.08% | +35,645 | New |
| Martingale Asset Management L P | 46,875 | $723.0K | 0.01% | +25,575+120.1% | Added |
| Acadian Asset Management LLC | 47,955 | $736.0K | 0.00% | +11,157+30.3% | Added |
| STRS Ohio | 51,000 | $784.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 51,027 | $786.0K | 0.00% | +29,739+139.7% | Added |
| Arrowstreet Capital, Limited Partnership | 51,163 | $787.0K | 0.00% | +51,163 | New |
| Russell Investments Group, Ltd. | 56,800 | $872.0K | 0.00% | −2,842−4.8% | Reduced |
| Franklin Resources Inc | 58,260 | $897.0K | 0.00% | −136−0.2% | Reduced |
| Regions Financial Corp | 60,000 | $923.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 62,032 | $954.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 62,445 | $961.0K | 0.00% | +22,715+57.2% | Added |
| Charles Schwab Investment Management Inc | 68,510 | $1.05M | 0.00% | +276+0.4% | Added |
| Tandem Investment Advisors, Inc. | 71,500 | $1.10M | 0.07% | −4,500−5.9% | Reduced |
| Two Sigma Investments, LP | 73,982 | $1.14M | 0.00% | +12,975+21.3% | Added |
| Two Sigma Advisers, LP | 86,400 | $1.33M | 0.00% | −6,800−7.3% | Reduced |
| Bank of New York Mellon Corp | 88,893 | $1.37M | 0.00% | −140.0% | Reduced |
| Parametric Portfolio Associates LLC | 90,990 | $1.40M | 0.00% | −1,071−1.2% | Reduced |
| Nuveen Asset Management, LLC | 95,119 | $1.46M | 0.00% | −9,205−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 102,736 | $1.58M | 0.01% | +39,322+62.0% | Added |
| Dimensional Fund Advisors LP | 109,564 | $1.69M | 0.00% | +35,509+47.9% | Added |
| Renaissance Technologies LLC | 153,773 | $2.37M | 0.00% | +47,725+45.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 156,010 | $2.40M | 0.01% | −200−0.1% | Reduced |
| Price Michael F | 158,400 | $2.44M | 0.27% | 00.0% | Unchanged |
| Northern Trust Corp | 226,614 | $3.49M | 0.00% | −5,963−2.6% | Reduced |
| Maltese Capital Management LLC | 315,000 | $4.85M | 0.80% | +232,800+283.2% | Added |
| Petiole USA ltd | 349,889 | $5.38M | 3.87% | +349,889 | New |
| Huber Capital Management LLC | 381,052 | $5.86M | 1.54% | +17,907+4.9% | Added |
| Basswood Capital Management, L.L.C. | 418,640 | $6.44M | 0.30% | −493,910−54.1% | Reduced |
| Geode Capital Management, LLC | 443,251 | $6.82M | 0.00% | +4,755+1.1% | Added |
| State Street Corp | 455,156 | $7.00M | 0.00% | +15,372+3.5% | Added |
| Vanguard Group Inc | 1,252,941 | $19.3M | 0.00% | +12,991+1.0% | Added |
| Alliancebernstein L.P. | 1,478,132 | $22.7M | 0.01% | −35,987−2.4% | Reduced |
| BlackRock Inc. | 1,803,262 | $27.8M | 0.00% | +10,691+0.6% | Added |
| 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 |