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, Q2 2022
Institutional positions in Carter Bankshares, Inc. as of Jun 30, 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
- 83
- +7 vs. Q1 2022
- Shares held
- 8.70M
- −32.1K (−0.4%) vs. Q1 2022
- Total value
- $114.8M
- −$36.8M (−24.2%) vs. Q1 2022
- New holders
- 12
- 18 more added
- Sold out
- 5
- 34 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 26 | $0 | 0.00% | +26 | New |
| Group One Trading, L.P. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 106 | $1.00K | 0.00% | +106 | New |
| Kistler-Tiffany Companies, LLC | 376 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 522 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 494 | $7.00K | 0.00% | +161+48.3% | Added |
| UBS Group AG | 718 | $9.00K | 0.00% | −5,901−89.2% | Reduced |
| Geneos Wealth Management Inc. | 720 | $9.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,137 | $15.0K | 0.00% | −1,455−56.1% | Reduced |
| Barclays PLC | 1,219 | $16.0K | 0.00% | −2,987−71.0% | Reduced |
| Larson Financial Group LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,480 | $19.0K | 0.00% | −8,367−85.0% | Reduced |
| Metropolitan Life Insurance Co | 1,654 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $26.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,953 | $26.0K | 0.00% | +744+61.5% | Added |
| Legal & General Group Plc | 2,050 | $27.0K | 0.00% | +48+2.4% | Added |
| Lazard Asset Management LLC | 2,098 | $27.0K | 0.00% | +2,098 | New |
| Dorsey Wright & Associates | 2,615 | $35.0K | 0.01% | −159−5.7% | Reduced |
| Amalgamated Bank | 3,140 | $41.0K | 0.00% | +21+0.7% | Added |
| FMR LLC | 4,864 | $64.0K | 0.00% | −112−2.3% | Reduced |
| Salem Investment Counselors Inc | 5,400 | $71.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,944 | $92.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,407 | $124.0K | 0.00% | −2,819−23.1% | Reduced |
| SG Americas Securities, LLC | 9,933 | $131.0K | 0.00% | +9,933 | New |
| Raymond James Financial Services Advisors, Inc. | 10,024 | $132.0K | 0.00% | −1,136−10.2% | Reduced |
| PDT Partners, LLC | 10,334 | $136.0K | 0.01% | +10,334 | New |
| California State Teachers Retirement System | 10,390 | $137.0K | 0.00% | −715−6.4% | Reduced |
| First Trust Advisors LP | 10,424 | $138.0K | 0.00% | −3,056−22.7% | Reduced |
| American International Group, Inc. | 11,371 | $150.0K | 0.00% | −1,490−11.6% | Reduced |
| Manufacturers Life Insurance Company, The | 11,439 | $151.0K | 0.00% | −94−0.8% | Reduced |
| American Century Companies Inc | 12,402 | $164.0K | 0.00% | +12,402 | New |
| Deutsche Bank AG | 12,869 | $170.0K | 0.00% | −1,772−12.1% | Reduced |
| Fourthstone LLC | 13,945 | $184.0K | 0.07% | +13,945 | New |
| MetLife Investment Management | 14,077 | $185.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,215 | $214.0K | 0.00% | −62−0.4% | Reduced |
| Truist Financial Corp | 16,370 | $216.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 21,028 | $278.0K | 0.01% | +21,028 | New |
| Wells Fargo & Company | 21,112 | $279.0K | 0.00% | −13,224−38.5% | Reduced |
| JPMorgan Chase & Co | 23,101 | $304.0K | 0.00% | −11,316−32.9% | Reduced |
| Ameriprise Financial Inc | 23,550 | $310.0K | 0.00% | 00.0% | Unchanged |
| Partners in Financial Planning | 18,705 | $318.9K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 25,228 | $333.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,270 | $334.0K | 0.00% | −404−1.6% | Reduced |
| Voya Investment Management LLC | 25,546 | $337.0K | 0.00% | +2,528+11.0% | Added |
| HRT Financial LP | 25,943 | $342.0K | 0.00% | +25,943 | New |
| Stifel Financial Corp | 26,709 | $353.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28,367 | $374.0K | 0.00% | −270−0.9% | Reduced |
| Engineers Gate Manager LP | 28,436 | $375.0K | 0.01% | +6,830+31.6% | Added |
| LPL Financial LLC | 30,058 | $397.0K | 0.00% | +350+1.2% | Added |
| Franklin Resources Inc | 34,282 | $452.0K | 0.00% | −24,005−41.2% | Reduced |
| Rhumbline Advisers | 34,830 | $460.0K | 0.00% | +5,521+18.8% | Added |
| Cornercap Investment Counsel Inc | 35,222 | $465.0K | 0.08% | +35,222 | New |
| Invesco Ltd. | 38,030 | $502.0K | 0.00% | +10,153+36.4% | Added |
| STRS Ohio | 45,000 | $594.0K | 0.00% | +1,100+2.5% | Added |
| Maltese Capital Management LLC | 46,103 | $608.0K | 0.13% | −83,897−64.5% | Reduced |
| Russell Investments Group, Ltd. | 55,679 | $734.0K | 0.00% | −315−0.6% | Reduced |
| Tandem Investment Advisors, Inc. | 56,500 | $746.0K | 0.04% | −2,500−4.2% | Reduced |
| Acadian Asset Management LLC | 59,396 | $784.0K | 0.00% | +50,248+549.3% | Added |
| Regions Financial Corp | 60,000 | $792.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 62,032 | $818.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 63,216 | $835.0K | 0.00% | −4,358−6.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 63,873 | $843.0K | 0.01% | −5,808−8.3% | Reduced |
| Two Sigma Investments, LP | 72,196 | $953.0K | 0.00% | −33,640−31.8% | Reduced |
| Millennium Management LLC | 72,643 | $959.0K | 0.00% | +72,643 | New |
| Price Jennifer C. | 74,536 | $984.0K | 0.17% | +74,536 | New |
| Bank of New York Mellon Corp | 75,031 | $990.0K | 0.00% | −15,794−17.4% | Reduced |
| Martingale Asset Management L P | 75,209 | $993.0K | 0.02% | +18,638+32.9% | Added |
| Two Sigma Advisers, LP | 85,100 | $1.12M | 0.00% | −27,200−24.2% | Reduced |
| Nuveen Asset Management, LLC | 87,129 | $1.15M | 0.00% | −8,938−9.3% | Reduced |
| Bridgeway Capital Management, LLC | 92,440 | $1.22M | 0.03% | +34,740+60.2% | Added |
| Morgan Stanley | 95,446 | $1.26M | 0.00% | +82,641+645.4% | Added |
| Renaissance Technologies LLC | 115,000 | $1.52M | 0.00% | −92,700−44.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 170,780 | $2.25M | 0.01% | +6,100+3.7% | Added |
| Northern Trust Corp | 200,989 | $2.65M | 0.00% | −17,942−8.2% | Reduced |
| Dimensional Fund Advisors LP | 321,873 | $4.25M | 0.00% | +136,790+73.9% | Added |
| Petiole USA ltd | 349,889 | $4.62M | 4.04% | 00.0% | Unchanged |
| Huber Capital Management LLC | 405,938 | $5.36M | 1.50% | +3,000+0.7% | Added |
| Geode Capital Management, LLC | 421,501 | $5.56M | 0.00% | −24,839−5.6% | Reduced |
| State Street Corp | 482,645 | $6.37M | 0.00% | +13,902+3.0% | Added |
| Vanguard Group Inc | 1,193,313 | $15.8M | 0.00% | −62,896−5.0% | Reduced |
| Alliancebernstein L.P. | 1,470,801 | $19.4M | 0.01% | −50,755−3.3% | Reduced |
| BlackRock Inc. | 1,645,001 | $21.7M | 0.00% | −108,053−6.2% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,615−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,735−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −9,520−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Price Michael F | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |