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, Q3 2022
Institutional positions in Carter Bankshares, Inc. as of Sep 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
- 88
- +6 vs. Q2 2022
- Shares held
- 8.97M
- +279.4K (+3.2%) vs. Q2 2022
- Total value
- $144.5M
- +$29.7M (+25.9%) vs. Q2 2022
- New holders
- 15
- 26 more added
- Sold out
- 9
- 28 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 136 | $2.00K | 0.00% | +110+423.1% | Added |
| Citigroup Inc | 370 | $6.00K | 0.00% | −1,583−81.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 376 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $8.00K | 0.00% | −220−30.6% | Reduced |
| Advisor Group Holdings, Inc. | 522 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 882 | $14.0K | 0.00% | +882 | New |
| Barclays PLC | 1,093 | $18.0K | 0.00% | −126−10.3% | Reduced |
| Larson Financial Group LLC | 1,239 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,300 | $20.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,296 | $21.0K | 0.00% | +159+14.0% | Added |
| Metropolitan Life Insurance Co | 1,654 | $26.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,660 | $27.0K | 0.00% | +1,166+236.0% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $32.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,354 | $38.0K | 0.00% | +304+14.8% | Added |
| Amalgamated Bank | 3,140 | $51.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,117 | $82.0K | 0.00% | +253+5.2% | Added |
| Lazard Asset Management LLC | 5,188 | $83.0K | 0.00% | +3,090+147.3% | Added |
| Salem Investment Counselors Inc | 5,400 | $87.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,944 | $112.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,207 | $116.0K | 0.00% | −2,726−27.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,242 | $116.0K | 0.00% | +5,762+389.3% | Added |
| California State Teachers Retirement System | 9,590 | $154.0K | 0.00% | −800−7.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $169.0K | 0.00% | +10,520 | New |
| BNP Paribas Arbitrage, SA | 11,040 | $177.7K | 0.00% | +11,040 | New |
| Manufacturers Life Insurance Company, The | 11,056 | $178.0K | 0.00% | −383−3.3% | Reduced |
| Panagora Asset Management Inc | 11,145 | $179.0K | 0.00% | +11,145 | New |
| Engineers Gate Manager LP | 11,196 | $180.0K | 0.01% | −17,240−60.6% | Reduced |
| Deutsche Bank AG | 11,249 | $181.0K | 0.00% | −1,620−12.6% | Reduced |
| Bank of America Corp | 11,401 | $183.0K | 0.00% | +1,994+21.2% | Added |
| American International Group, Inc. | 11,535 | $186.0K | 0.00% | +164+1.4% | Added |
| Trexquant Investment LP | 11,947 | $192.0K | 0.01% | −9,081−43.2% | Reduced |
| Caxton Associates LP | 12,520 | $202.0K | 0.03% | +12,520 | New |
| Watershed Asset Management, L.L.C. | 13,633 | $219.0K | 0.29% | +13,633 | New |
| JPMorgan Chase & Co | 13,696 | $221.0K | 0.00% | −9,405−40.7% | Reduced |
| MetLife Investment Management | 14,077 | $226.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,259 | $262.0K | 0.00% | +44+0.3% | Added |
| Truist Financial Corp | 16,370 | $263.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 17,282 | $278.0K | 0.01% | +17,282 | New |
| Gsa Capital Partners LLP | 19,830 | $319.0K | 0.04% | +19,830 | New |
| Wells Fargo & Company | 20,567 | $331.0K | 0.00% | −545−2.6% | Reduced |
| Partners in Financial Planning | 18,705 | $342.7K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 23,279 | $375.0K | 0.00% | −1,991−7.9% | Reduced |
| Captrust Financial Advisors | 25,677 | $413.0K | 0.00% | +449+1.8% | Added |
| Stifel Financial Corp | 26,709 | $430.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 27,541 | $443.0K | 0.20% | +27,541 | New |
| Voya Investment Management LLC | 28,367 | $456.7K | 0.00% | +2,821+11.0% | Added |
| Los Angeles Capital Management LLC | 28,367 | $457.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 28,417 | $458.0K | 0.00% | +4,867+20.7% | Added |
| LPL Financial LLC | 30,058 | $484.0K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 31,122 | $501.0K | 0.03% | +31,122 | New |
| SEI Investments Co | 31,359 | $505.0K | 0.00% | +31,359 | New |
| Millennium Management LLC | 33,867 | $545.0K | 0.00% | −38,776−53.4% | Reduced |
| Franklin Resources Inc | 34,602 | $557.0K | 0.00% | +320+0.9% | Added |
| Cornercap Investment Counsel Inc | 35,222 | $567.0K | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 36,794 | $592.0K | 0.00% | +1,964+5.6% | Added |
| STRS Ohio | 37,400 | $602.0K | 0.00% | −7,600−16.9% | Reduced |
| Kennedy Capital Management, Inc. | 40,695 | $655.0K | 0.02% | +40,695 | New |
| Citadel Advisors LLC | 42,345 | $682.0K | 0.00% | +42,345 | New |
| Two Sigma Investments, LP | 47,245 | $761.0K | 0.00% | −24,951−34.6% | Reduced |
| American Century Companies Inc | 49,686 | $800.0K | 0.00% | +37,284+300.6% | Added |
| Renaissance Technologies LLC | 52,000 | $837.0K | 0.00% | −63,000−54.8% | Reduced |
| Tandem Investment Advisors, Inc. | 53,500 | $861.0K | 0.05% | −3,000−5.3% | Reduced |
| Russell Investments Group, Ltd. | 55,280 | $888.0K | 0.00% | −399−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,691 | $945.0K | 0.00% | +58,691 | New |
| Regions Financial Corp | 60,000 | $966.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 62,032 | $998.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 63,395 | $1.02M | 0.00% | +179+0.3% | Added |
| Acadian Asset Management LLC | 68,699 | $1.10M | 0.01% | +9,303+15.7% | Added |
| Jacobs Levy Equity Management, Inc | 73,001 | $1.18M | 0.01% | +9,128+14.3% | Added |
| First Trust Advisors LP | 73,979 | $1.19M | 0.00% | +63,555+609.7% | Added |
| Two Sigma Advisers, LP | 74,700 | $1.20M | 0.00% | −10,400−12.2% | Reduced |
| Martingale Asset Management L P | 75,343 | $1.21M | 0.02% | +134+0.2% | Added |
| Morgan Stanley | 77,322 | $1.25M | 0.00% | −18,124−19.0% | Reduced |
| Nuveen Asset Management, LLC | 84,289 | $1.36M | 0.00% | −2,840−3.3% | Reduced |
| Bank of New York Mellon Corp | 87,853 | $1.41M | 0.00% | +12,822+17.1% | Added |
| Bridgeway Capital Management, LLC | 92,440 | $1.49M | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 109,453 | $1.76M | 0.00% | +71,423+187.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 162,680 | $2.62M | 0.01% | −8,100−4.7% | Reduced |
| Hillsdale Investment Management Inc. | 167,800 | $2.70M | 0.24% | +167,800 | New |
| Northern Trust Corp | 198,812 | $3.20M | 0.00% | −2,177−1.1% | Reduced |
| Petiole USA ltd | 377,119 | $6.07M | 4.52% | +27,230+7.8% | Added |
| Dimensional Fund Advisors LP | 377,660 | $6.08M | 0.00% | +55,787+17.3% | Added |
| Huber Capital Management LLC | 388,170 | $6.25M | 1.75% | −17,768−4.4% | Reduced |
| Geode Capital Management, LLC | 422,430 | $6.80M | 0.00% | +929+0.2% | Added |
| State Street Corp | 474,377 | $7.64M | 0.00% | −8,268−1.7% | Reduced |
| Vanguard Group Inc | 1,183,100 | $19.0M | 0.00% | −10,213−0.9% | Reduced |
| Alliancebernstein L.P. | 1,423,005 | $22.9M | 0.01% | −47,796−3.2% | Reduced |
| BlackRock Inc. | 1,607,711 | $25.9M | 0.00% | −37,290−2.3% | Reduced |
| Price Jennifer C. | 0 | $0 | 0.00% | −74,536−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −46,103−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,943−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,945−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |