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 2022
Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2022. 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
- 79
- +1 vs. Q4 2021
- Shares held
- 8.98M
- −574.9K (−6.0%) vs. Q4 2021
- Total value
- $156.0M
- +$8.94M (+6.1%) vs. Q4 2021
- New holders
- 12
- 26 more added
- Sold out
- 11
- 25 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,753,054 | $30.5M | 0.00% | −50,208−2.8% | Reduced |
| Alliancebernstein L.P. | 1,521,556 | $26.4M | 0.01% | +43,424+2.9% | Added |
| Vanguard Group Inc | 1,256,209 | $21.8M | 0.00% | +3,268+0.3% | Added |
| State Street Corp | 468,743 | $8.14M | 0.00% | +13,587+3.0% | Added |
| Geode Capital Management, LLC | 446,340 | $7.75M | 0.00% | +3,089+0.7% | Added |
| Huber Capital Management LLC | 402,938 | $7.00M | 1.73% | +21,886+5.7% | Added |
| Petiole USA ltd | 349,889 | $6.08M | 4.71% | 00.0% | Unchanged |
| Northern Trust Corp | 218,931 | $3.80M | 0.00% | −7,683−3.4% | Reduced |
| Renaissance Technologies LLC | 207,700 | $3.61M | 0.00% | +53,927+35.1% | Added |
| Dimensional Fund Advisors LP | 185,083 | $3.21M | 0.00% | +75,519+68.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 164,680 | $2.86M | 0.01% | +8,670+5.6% | Added |
| Price Michael F | 158,400 | $2.75M | 0.33% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 130,000 | $2.26M | 0.43% | −185,000−58.7% | Reduced |
| Two Sigma Advisers, LP | 112,300 | $1.95M | 0.01% | +25,900+30.0% | Added |
| Two Sigma Investments, LP | 105,836 | $1.84M | 0.01% | +31,854+43.1% | Added |
| Nuveen Asset Management, LLC | 96,067 | $1.67M | 0.00% | +948+1.0% | Added |
| Parametric Portfolio Associates LLC | 93,943 | $1.63M | 0.00% | +2,953+3.2% | Added |
| Bank of New York Mellon Corp | 90,825 | $1.58M | 0.00% | +1,932+2.2% | Added |
| Jacobs Levy Equity Management, Inc | 69,681 | $1.21M | 0.01% | −33,055−32.2% | Reduced |
| Charles Schwab Investment Management Inc | 67,574 | $1.17M | 0.00% | −936−1.4% | Reduced |
| First Manhattan Co | 62,032 | $1.08M | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 60,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 59,000 | $1.02M | 0.06% | −12,500−17.5% | Reduced |
| Franklin Resources Inc | 58,287 | $1.01M | 0.00% | +270.0% | Added |
| Bridgeway Capital Management, LLC | 57,700 | $1.00M | 0.02% | +57,700 | New |
| Martingale Asset Management L P | 56,571 | $984.0K | 0.01% | +9,696+20.7% | Added |
| Russell Investments Group, Ltd. | 55,994 | $971.0K | 0.00% | −806−1.4% | Reduced |
| STRS Ohio | 43,900 | $762.0K | 0.00% | −7,100−13.9% | Reduced |
| Marshall Wace, LLP | 37,615 | $653.0K | 0.00% | +37,615 | New |
| JPMorgan Chase & Co | 34,417 | $598.0K | 0.00% | −28,028−44.9% | Reduced |
| Wells Fargo & Company | 34,336 | $596.0K | 0.00% | −271−0.8% | Reduced |
| LPL Financial LLC | 29,708 | $516.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 29,309 | $509.0K | 0.00% | −2,616−8.2% | Reduced |
| Los Angeles Capital Management LLC | 28,637 | $497.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,877 | $485.0K | 0.00% | +27,877 | New |
| Stifel Financial Corp | 26,709 | $464.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,674 | $446.0K | 0.00% | +4,997+24.2% | Added |
| Captrust Financial Advisors | 25,228 | $438.0K | 0.00% | +100+0.4% | Added |
| Ameriprise Financial Inc | 23,550 | $409.0K | 0.00% | +850+3.7% | Added |
| Voya Investment Management LLC | 23,018 | $400.0K | 0.00% | +763+3.4% | Added |
| Engineers Gate Manager LP | 21,606 | $375.0K | 0.01% | +8,420+63.9% | Added |
| Partners in Financial Planning | 18,705 | $325.7K | 0.10% | −1,870−9.1% | Reduced |
| D. E. Shaw & Co., Inc. | 17,735 | $308.0K | 0.00% | −2,172−10.9% | Reduced |
| Truist Financial Corp | 16,370 | $285.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,277 | $283.0K | 0.00% | +32+0.2% | Added |
| Deutsche Bank AG | 14,641 | $254.0K | 0.00% | −1,680−10.3% | Reduced |
| MetLife Investment Management | 14,077 | $244.5K | 0.00% | +4,975+54.7% | Added |
| First Trust Advisors LP | 13,480 | $234.0K | 0.00% | +1,200+9.8% | Added |
| Morgan Stanley | 12,805 | $223.0K | 0.00% | −6,029−32.0% | Reduced |
| American International Group, Inc. | 12,861 | $223.0K | 0.00% | −905−6.6% | Reduced |
| Bank of America Corp | 12,226 | $212.0K | 0.00% | −17,162−58.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11,533 | $200.3K | 0.00% | −3,095−21.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,160 | $194.0K | 0.00% | +11,160 | New |
| California State Teachers Retirement System | 11,105 | $193.0K | 0.00% | −2,858−20.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,847 | $171.0K | 0.00% | +5,444+123.6% | Added |
| Prospera Financial Services Inc | 9,520 | $165.0K | 0.01% | +9,520 | New |
| Acadian Asset Management LLC | 9,148 | $158.0K | 0.00% | −38,807−80.9% | Reduced |
| Public Employees Retirement System of Ohio | 6,944 | $121.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,619 | $115.0K | 0.00% | −3,258−33.0% | Reduced |
| Salem Investment Counselors Inc | 5,400 | $94.0K | 0.00% | +5,400 | New |
| FMR LLC | 4,976 | $86.0K | 0.00% | +4,933+11,472.1% | Added |
| Barclays PLC | 4,206 | $73.0K | 0.00% | +4,206 | New |
| Amalgamated Bank | 3,119 | $54.0K | 0.00% | +3,119 | New |
| Amalgamated Financial Corp. | 3,119 | $54.0K | 0.00% | +3,119 | New |
| Dorsey Wright & Associates | 2,774 | $48.0K | 0.01% | +2,774 | New |
| Royal Bank of Canada | 2,592 | $45.0K | 0.00% | −4,093−61.2% | Reduced |
| Legal & General Group Plc | 2,002 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,654 | $28.7K | 0.00% | −2,318−58.4% | Reduced |
| American Portfolios Advisors | 1,300 | $22.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $22.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,209 | $21.0K | 0.00% | −5,635−82.3% | Reduced |
| Geneos Wealth Management Inc. | 720 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 522 | $9.00K | 0.00% | +200+62.1% | Added |
| Kistler-Tiffany Companies, LLC | 376 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 333 | $6.00K | 0.00% | −693−67.5% | Reduced |
| Group One Trading, L.P. | 100 | $2.00K | 0.00% | +100 | New |
| Toronto Dominion Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | – | – | +10 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −418,640−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −51,163−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −51,027−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −35,645−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −26,146−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,073−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,980−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,508−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −11,655−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,477−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |