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 |
|---|---|---|---|---|---|
| Citigroup Inc | 162 | $2.69K | 0.00% | −208−56.2% | Reduced |
| Credit Suisse AG | 328 | $5.44K | 0.00% | +192+141.2% | Added |
| Kistler-Tiffany Companies, LLC | 376 | $6.24K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $8.29K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 956 | $15.9K | 0.00% | +74+8.4% | Added |
| Larson Financial Group LLC | 1,239 | $20.6K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,603 | $26.6K | 0.01% | +1,603 | New |
| Metropolitan Life Insurance Co | 1,654 | $27.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,822 | $29.6K | 0.00% | +1,300+249.0% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $32.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,354 | $39.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,557 | $43.0K | 0.00% | +897+54.0% | Added |
| Amalgamated Bank | 3,140 | $52.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,379 | $56.0K | 0.00% | +2,083+160.7% | Added |
| Virtus Fund Advisers, LLC | 4,832 | $80.2K | 0.58% | +4,832 | New |
| FMR LLC | 4,982 | $82.7K | 0.00% | −135−2.6% | Reduced |
| Lazard Asset Management LLC | 5,359 | $88.0K | 0.00% | +171+3.3% | Added |
| Salem Investment Counselors Inc | 5,400 | $89.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,659 | $94.0K | 0.00% | −1,285−18.5% | Reduced |
| Barclays PLC | 6,400 | $106.2K | 0.00% | +5,307+485.5% | Added |
| UBS Group AG | 6,595 | $109.4K | 0.00% | +6,595 | New |
| Allspring Global Investments Holdings, LLC | 7,087 | $117.6K | 0.00% | −155−2.1% | Reduced |
| SG Americas Securities, LLC | 8,052 | $134.0K | 0.00% | +845+11.7% | Added |
| California State Teachers Retirement System | 9,515 | $157.9K | 0.00% | −75−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $174.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,950 | $181.7K | 0.00% | +10,950 | New |
| Panagora Asset Management Inc | 11,145 | $184.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,274 | $187.0K | 0.00% | −261−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 11,342 | $188.2K | 0.00% | +11,342 | New |
| Deutsche Bank AG | 11,412 | $189.3K | 0.00% | +163+1.4% | Added |
| MetLife Investment Management | 11,740 | $194.8K | 0.00% | −2,337−16.6% | Reduced |
| Ameriprise Financial Inc | 11,717 | $195.0K | 0.00% | −16,700−58.8% | Reduced |
| Engineers Gate Manager LP | 11,868 | $196.9K | 0.01% | +672+6.0% | Added |
| Jump Financial, LLC | 12,926 | $214.4K | 0.01% | +12,926 | New |
| Gsa Capital Partners LLP | 13,021 | $216.0K | 0.03% | −6,809−34.3% | Reduced |
| Watershed Asset Management, L.L.C. | 13,667 | $226.7K | 0.29% | +34+0.2% | Added |
| Zacks Investment Management | 14,234 | $236.1K | 0.00% | +14,234 | New |
| Truist Financial Corp | 14,396 | $238.8K | 0.00% | −1,974−12.1% | Reduced |
| New York State Common Retirement Fund | 16,243 | $269.5K | 0.00% | −16−0.1% | Reduced |
| Partners in Financial Planning | 18,705 | $306.9K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 20,372 | $338.0K | 0.00% | −195−0.9% | Reduced |
| JPMorgan Chase & Co | 20,865 | $346.0K | 0.00% | +7,169+52.3% | Added |
| SEI Investments Co | 21,069 | $349.5K | 0.00% | −10,290−32.8% | Reduced |
| Bank of America Corp | 21,791 | $361.5K | 0.00% | +10,390+91.1% | Added |
| Captrust Financial Advisors | 23,623 | $391.9K | 0.00% | −2,054−8.0% | Reduced |
| Virtus Investment Advisers, Inc. | 27,541 | $456.9K | 0.30% | 00.0% | Unchanged |
| 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 |
| LPL Financial LLC | 28,528 | $473.3K | 0.00% | −1,530−5.1% | Reduced |
| Stifel Financial Corp | 30,211 | $501.2K | 0.00% | +3,502+13.1% | Added |
| Seizert Capital Partners, LLC | 31,122 | $516.3K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 32,400 | $537.0K | 0.00% | −5,000−13.4% | Reduced |
| Franklin Resources Inc | 34,602 | $574.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 35,620 | $590.9K | 0.10% | +398+1.1% | Added |
| Rhumbline Advisers | 37,005 | $614.0K | 0.00% | +211+0.6% | Added |
| Acadian Asset Management LLC | 40,641 | $673.0K | 0.00% | −28,058−40.8% | Reduced |
| Kennedy Capital Management, Inc. | 40,695 | $675.1K | 0.02% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 49,300 | $818.0K | 0.04% | −4,200−7.9% | Reduced |
| Goldman Sachs Group Inc | 50,035 | $830.1K | 0.00% | +26,756+114.9% | Added |
| Renaissance Technologies LLC | 56,948 | $945.0K | 0.00% | +4,948+9.5% | Added |
| Russell Investments Group, Ltd. | 57,001 | $945.6K | 0.00% | +1,721+3.1% | Added |
| Regions Financial Corp | 60,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 62,032 | $1.03M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 63,224 | $1.05M | 0.00% | −171−0.3% | Reduced |
| Two Sigma Investments, LP | 64,799 | $1.08M | 0.00% | +17,554+37.2% | Added |
| Millennium Management LLC | 67,240 | $1.12M | 0.00% | +33,373+98.5% | Added |
| Jacobs Levy Equity Management, Inc | 72,422 | $1.20M | 0.01% | −579−0.8% | Reduced |
| Nuveen Asset Management, LLC | 73,626 | $1.22M | 0.00% | −10,663−12.7% | Reduced |
| Two Sigma Advisers, LP | 75,300 | $1.25M | 0.00% | +600+0.8% | Added |
| Martingale Asset Management L P | 75,432 | $1.25M | 0.02% | +89+0.1% | Added |
| First Trust Advisors LP | 78,968 | $1.31M | 0.00% | +4,989+6.7% | Added |
| Morgan Stanley | 81,946 | $1.36M | 0.00% | +4,624+6.0% | Added |
| Bank of New York Mellon Corp | 94,713 | $1.57M | 0.00% | +6,860+7.8% | Added |
| Arrowstreet Capital, Limited Partnership | 108,743 | $1.80M | 0.00% | +50,052+85.3% | Added |
| American Century Companies Inc | 116,745 | $1.94M | 0.00% | +67,059+135.0% | Added |
| Bridgeway Capital Management, LLC | 117,640 | $1.95M | 0.05% | +25,200+27.3% | Added |
| Invesco Ltd. | 125,123 | $2.08M | 0.00% | +15,670+14.3% | Added |
| Citadel Advisors LLC | 125,793 | $2.09M | 0.00% | +83,448+197.1% | Added |
| Hillsdale Investment Management Inc. | 167,800 | $2.78M | 0.24% | 00.0% | Unchanged |
| Northern Trust Corp | 195,090 | $3.24M | 0.00% | −3,722−1.9% | Reduced |
| Huber Capital Management LLC | 393,345 | $6.53M | 1.65% | +5,175+1.3% | Added |
| Petiole USA ltd | 396,873 | $6.58M | 4.82% | +19,754+5.2% | Added |
| Dimensional Fund Advisors LP | 411,724 | $6.83M | 0.00% | +34,064+9.0% | Added |
| Geode Capital Management, LLC | 440,343 | $7.30M | 0.00% | +17,913+4.2% | Added |
| State Street Corp | 468,643 | $7.77M | 0.00% | −5,734−1.2% | Reduced |
| Vanguard Group Inc | 1,257,538 | $20.9M | 0.00% | +74,438+6.3% | Added |
| Alliancebernstein L.P. | 1,401,400 | $23.2M | 0.01% | −21,605−1.5% | Reduced |
| BlackRock Inc. | 1,679,486 | $27.9M | 0.00% | +71,775+4.5% | Added |
| 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 |