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