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 2022
Institutional positions in Carter Bankshares, Inc. as of Dec 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
- 88
- +1 vs. Q3 2022
- Shares held
- 9.28M
- +311.7K (+3.5%) vs. Q3 2022
- Total value
- $154.0M
- +$9.53M (+6.6%) vs. Q3 2022
- New holders
- 7
- 37 more added
- Sold out
- 6
- 24 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,679,486 | $27.9M | 0.00% | +71,775+4.5% | Added |
| Alliancebernstein L.P. | 1,401,400 | $23.2M | 0.01% | −21,605−1.5% | Reduced |
| Vanguard Group Inc | 1,257,538 | $20.9M | 0.00% | +74,438+6.3% | Added |
| State Street Corp | 468,643 | $7.77M | 0.00% | −5,734−1.2% | Reduced |
| Geode Capital Management, LLC | 440,343 | $7.30M | 0.00% | +17,913+4.2% | Added |
| Dimensional Fund Advisors LP | 411,724 | $6.83M | 0.00% | +34,064+9.0% | Added |
| Petiole USA ltd | 396,873 | $6.58M | 4.82% | +19,754+5.2% | Added |
| Huber Capital Management LLC | 393,345 | $6.53M | 1.65% | +5,175+1.3% | Added |
| Northern Trust Corp | 195,090 | $3.24M | 0.00% | −3,722−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 167,800 | $2.78M | 0.24% | 00.0% | Unchanged |
| Citadel Advisors LLC | 125,793 | $2.09M | 0.00% | +83,448+197.1% | Added |
| Invesco Ltd. | 125,123 | $2.08M | 0.00% | +15,670+14.3% | Added |
| Bridgeway Capital Management, LLC | 117,640 | $1.95M | 0.05% | +25,200+27.3% | Added |
| American Century Companies Inc | 116,745 | $1.94M | 0.00% | +67,059+135.0% | Added |
| Arrowstreet Capital, Limited Partnership | 108,743 | $1.80M | 0.00% | +50,052+85.3% | Added |
| Bank of New York Mellon Corp | 94,713 | $1.57M | 0.00% | +6,860+7.8% | Added |
| Morgan Stanley | 81,946 | $1.36M | 0.00% | +4,624+6.0% | Added |
| First Trust Advisors LP | 78,968 | $1.31M | 0.00% | +4,989+6.7% | Added |
| Martingale Asset Management L P | 75,432 | $1.25M | 0.02% | +89+0.1% | Added |
| Two Sigma Advisers, LP | 75,300 | $1.25M | 0.00% | +600+0.8% | Added |
| Nuveen Asset Management, LLC | 73,626 | $1.22M | 0.00% | −10,663−12.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,422 | $1.20M | 0.01% | −579−0.8% | Reduced |
| Millennium Management LLC | 67,240 | $1.12M | 0.00% | +33,373+98.5% | Added |
| Two Sigma Investments, LP | 64,799 | $1.08M | 0.00% | +17,554+37.2% | Added |
| Charles Schwab Investment Management Inc | 63,224 | $1.05M | 0.00% | −171−0.3% | Reduced |
| First Manhattan Co | 62,032 | $1.03M | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 60,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 57,001 | $945.6K | 0.00% | +1,721+3.1% | Added |
| Renaissance Technologies LLC | 56,948 | $945.0K | 0.00% | +4,948+9.5% | Added |
| Goldman Sachs Group Inc | 50,035 | $830.1K | 0.00% | +26,756+114.9% | Added |
| Tandem Investment Advisors, Inc. | 49,300 | $818.0K | 0.04% | −4,200−7.9% | Reduced |
| Kennedy Capital Management, Inc. | 40,695 | $675.1K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 40,641 | $673.0K | 0.00% | −28,058−40.8% | Reduced |
| Rhumbline Advisers | 37,005 | $614.0K | 0.00% | +211+0.6% | Added |
| Cornercap Investment Counsel Inc | 35,620 | $590.9K | 0.10% | +398+1.1% | Added |
| Franklin Resources Inc | 34,602 | $574.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 32,400 | $537.0K | 0.00% | −5,000−13.4% | Reduced |
| Seizert Capital Partners, LLC | 31,122 | $516.3K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,211 | $501.2K | 0.00% | +3,502+13.1% | Added |
| LPL Financial LLC | 28,528 | $473.3K | 0.00% | −1,530−5.1% | Reduced |
| Los Angeles Capital Management LLC | 28,367 | $470.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 28,367 | $470.6K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 27,541 | $456.9K | 0.30% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,623 | $391.9K | 0.00% | −2,054−8.0% | Reduced |
| Bank of America Corp | 21,791 | $361.5K | 0.00% | +10,390+91.1% | Added |
| SEI Investments Co | 21,069 | $349.5K | 0.00% | −10,290−32.8% | Reduced |
| JPMorgan Chase & Co | 20,865 | $346.0K | 0.00% | +7,169+52.3% | Added |
| Wells Fargo & Company | 20,372 | $338.0K | 0.00% | −195−0.9% | Reduced |
| Partners in Financial Planning | 18,705 | $306.9K | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,243 | $269.5K | 0.00% | −16−0.1% | Reduced |
| Truist Financial Corp | 14,396 | $238.8K | 0.00% | −1,974−12.1% | Reduced |
| Zacks Investment Management | 14,234 | $236.1K | 0.00% | +14,234 | New |
| Watershed Asset Management, L.L.C. | 13,667 | $226.7K | 0.29% | +34+0.2% | Added |
| Gsa Capital Partners LLP | 13,021 | $216.0K | 0.03% | −6,809−34.3% | Reduced |
| Jump Financial, LLC | 12,926 | $214.4K | 0.01% | +12,926 | New |
| Engineers Gate Manager LP | 11,868 | $196.9K | 0.01% | +672+6.0% | Added |
| Ameriprise Financial Inc | 11,717 | $195.0K | 0.00% | −16,700−58.8% | Reduced |
| MetLife Investment Management | 11,740 | $194.8K | 0.00% | −2,337−16.6% | Reduced |
| Deutsche Bank AG | 11,412 | $189.3K | 0.00% | +163+1.4% | Added |
| Cubist Systematic Strategies, LLC | 11,342 | $188.2K | 0.00% | +11,342 | New |
| American International Group, Inc. | 11,274 | $187.0K | 0.00% | −261−2.3% | Reduced |
| Panagora Asset Management Inc | 11,145 | $184.9K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,950 | $181.7K | 0.00% | +10,950 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $174.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,515 | $157.9K | 0.00% | −75−0.8% | Reduced |
| SG Americas Securities, LLC | 8,052 | $134.0K | 0.00% | +845+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,087 | $117.6K | 0.00% | −155−2.1% | Reduced |
| UBS Group AG | 6,595 | $109.4K | 0.00% | +6,595 | New |
| Barclays PLC | 6,400 | $106.2K | 0.00% | +5,307+485.5% | Added |
| Public Employees Retirement System of Ohio | 5,659 | $94.0K | 0.00% | −1,285−18.5% | Reduced |
| Salem Investment Counselors Inc | 5,400 | $89.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,359 | $88.0K | 0.00% | +171+3.3% | Added |
| FMR LLC | 4,982 | $82.7K | 0.00% | −135−2.6% | Reduced |
| Virtus Fund Advisers, LLC | 4,832 | $80.2K | 0.58% | +4,832 | New |
| Royal Bank of Canada | 3,379 | $56.0K | 0.00% | +2,083+160.7% | Added |
| Amalgamated Bank | 3,140 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,557 | $43.0K | 0.00% | +897+54.0% | Added |
| Legal & General Group Plc | 2,354 | $39.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $32.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,822 | $29.6K | 0.00% | +1,300+249.0% | Added |
| Metropolitan Life Insurance Co | 1,654 | $27.4K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,603 | $26.6K | 0.01% | +1,603 | New |
| Larson Financial Group LLC | 1,239 | $20.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 956 | $15.9K | 0.00% | +74+8.4% | Added |
| Geneos Wealth Management Inc. | 500 | $8.29K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 376 | $6.24K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 328 | $5.44K | 0.00% | +192+141.2% | Added |
| Citigroup Inc | 162 | $2.69K | 0.00% | −208−56.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −162,680−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −12,520−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,947−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −11,056−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −11,040−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |