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 2023
Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2023. 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
- 91
- +3 vs. Q4 2022
- Shares held
- 9.39M
- +102.8K (+1.1%) vs. Q4 2022
- Total value
- $131.4M
- −$22.6M (−14.7%) vs. Q4 2022
- New holders
- 7
- 32 more added
- Sold out
- 4
- 34 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,641,541 | $23.0M | 0.00% | −37,945−2.3% | Reduced |
| Alliancebernstein L.P. | 1,335,476 | $18.7M | 0.01% | −65,924−4.7% | Reduced |
| Vanguard Group Inc | 1,229,981 | $17.2M | 0.00% | −27,557−2.2% | Reduced |
| State Street Corp | 473,452 | $6.63M | 0.00% | +4,809+1.0% | Added |
| Dimensional Fund Advisors LP | 457,776 | $6.41M | 0.00% | +46,052+11.2% | Added |
| Geode Capital Management, LLC | 449,619 | $6.29M | 0.00% | +9,276+2.1% | Added |
| Huber Capital Management LLC | 440,211 | $6.16M | 1.53% | +46,866+11.9% | Added |
| Petiole USA ltd | 396,873 | $5.56M | 5.36% | 00.0% | Unchanged |
| Northern Trust Corp | 190,549 | $2.67M | 0.00% | −4,541−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 167,800 | $2.35M | 0.20% | 00.0% | Unchanged |
| American Century Companies Inc | 166,304 | $2.31M | 0.00% | +49,559+42.5% | Added |
| Bridgeway Capital Management, LLC | 114,410 | $1.60M | 0.04% | −3,230−2.7% | Reduced |
| Bank of New York Mellon Corp | 90,951 | $1.27M | 0.00% | −3,762−4.0% | Reduced |
| Morgan Stanley | 90,149 | $1.26M | 0.00% | +8,203+10.0% | Added |
| BHZ Capital Management, LP | 87,214 | $1.22M | 0.74% | +87,214 | New |
| Arrowstreet Capital, Limited Partnership | 85,376 | $1.20M | 0.00% | −23,367−21.5% | Reduced |
| Goldman Sachs Group Inc | 79,658 | $1.12M | 0.00% | +29,623+59.2% | Added |
| Citadel Advisors LLC | 77,674 | $1.09M | 0.00% | −48,119−38.3% | Reduced |
| First Trust Advisors LP | 75,827 | $1.06M | 0.00% | −3,141−4.0% | Reduced |
| Kennedy Capital Management, Inc. | 75,749 | $1.06M | 0.03% | +35,054+86.1% | Added |
| Martingale Asset Management L P | 75,232 | $1.05M | 0.02% | −200−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,555 | $1.00M | 0.01% | −867−1.2% | Reduced |
| Acadian Asset Management LLC | 67,282 | $941.0K | 0.00% | +26,641+65.6% | Added |
| First Manhattan Co | 67,032 | $938.4K | 0.00% | +5,000+8.1% | Added |
| Nuveen Asset Management, LLC | 66,495 | $931.0K | 0.00% | −7,131−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 64,575 | $904.0K | 0.00% | +1,351+2.1% | Added |
| Regions Financial Corp | 60,000 | $840.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 57,900 | $810.6K | 0.00% | −17,400−23.1% | Reduced |
| Renaissance Technologies LLC | 56,100 | $785.0K | 0.00% | −848−1.5% | Reduced |
| Russell Investments Group, Ltd. | 53,096 | $743.3K | 0.00% | −3,905−6.9% | Reduced |
| Two Sigma Investments, LP | 43,117 | $603.6K | 0.00% | −21,682−33.5% | Reduced |
| Millennium Management LLC | 42,284 | $592.0K | 0.00% | −24,956−37.1% | Reduced |
| Panagora Asset Management Inc | 40,514 | $567.2K | 0.00% | +29,369+263.5% | Added |
| STRS Ohio | 38,400 | $537.0K | 0.00% | +6,000+18.5% | Added |
| Tandem Investment Advisors, Inc. | 38,000 | $532.0K | 0.03% | −11,300−22.9% | Reduced |
| Invesco Ltd. | 37,990 | $531.9K | 0.00% | −87,133−69.6% | Reduced |
| Rhumbline Advisers | 37,765 | $529.0K | 0.00% | +760+2.1% | Added |
| Bank of America Corp | 37,529 | $525.4K | 0.00% | +15,738+72.2% | Added |
| Cornercap Investment Counsel Inc | 35,620 | $498.7K | 0.09% | 00.0% | Unchanged |
| Franklin Resources Inc | 34,602 | $484.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 32,852 | $460.0K | 0.05% | +19,831+152.3% | Added |
| Voya Investment Management LLC | 29,164 | $408.3K | 0.00% | +797+2.8% | Added |
| Bailard, Inc. | 28,300 | $396.2K | 0.01% | +28,300 | New |
| LPL Financial LLC | 28,157 | $394.2K | 0.00% | −371−1.3% | Reduced |
| Stifel Financial Corp | 27,761 | $388.7K | 0.00% | −2,450−8.1% | Reduced |
| Los Angeles Capital Management LLC | 27,687 | $387.6K | 0.00% | −680−2.4% | Reduced |
| Virtus Investment Advisers, Inc. | 26,472 | $370.6K | 0.26% | −1,069−3.9% | Reduced |
| Partners in Financial Planning | 26,018 | $364.3K | 0.10% | +7,313+39.1% | Added |
| SEI Investments Co | 24,252 | $339.5K | 0.00% | +3,183+15.1% | Added |
| Captrust Financial Advisors | 23,623 | $330.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 23,221 | $325.1K | 0.00% | +2,849+14.0% | Added |
| Allspring Global Investments Holdings, LLC | 22,302 | $312.2K | 0.00% | +15,215+214.7% | Added |
| JPMorgan Chase & Co | 19,121 | $268.0K | 0.00% | −1,744−8.4% | Reduced |
| Watershed Asset Management, L.L.C. | 17,563 | $245.9K | 0.30% | +3,896+28.5% | Added |
| Ameriprise Financial Inc | 17,445 | $244.2K | 0.00% | +5,728+48.9% | Added |
| New York State Common Retirement Fund | 16,243 | $227.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,860 | $222.0K | 0.00% | +15,860 | New |
| Deutsche Bank AG | 15,152 | $212.1K | 0.00% | +3,740+32.8% | Added |
| Truist Financial Corp | 14,396 | $201.5K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 14,234 | $199.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,075 | $197.1K | 0.01% | +14,075 | New |
| MetLife Investment Management | 13,083 | $183.2K | 0.00% | +1,343+11.4% | Added |
| HRT Financial LP | 12,319 | $172.0K | 0.00% | +12,319 | New |
| Barclays PLC | 12,044 | $168.6K | 0.00% | +5,644+88.2% | Added |
| American International Group, Inc. | 11,503 | $161.0K | 0.00% | +229+2.0% | Added |
| Savant Capital, LLC | 11,400 | $159.6K | 0.00% | +450+4.1% | Added |
| Engineers Gate Manager LP | 10,653 | $149.1K | 0.01% | −1,215−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,629 | $149.0K | 0.00% | +8,072+315.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $147.3K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,454 | $146.4K | 0.01% | −2,472−19.1% | Reduced |
| UBS Group AG | 9,167 | $128.3K | 0.00% | +2,572+39.0% | Added |
| SG Americas Securities, LLC | 9,081 | $127.0K | 0.00% | +1,029+12.8% | Added |
| California State Teachers Retirement System | 8,861 | $124.1K | 0.00% | −654−6.9% | Reduced |
| FMR LLC | 6,205 | $86.9K | 0.00% | +1,223+24.5% | Added |
| Public Employees Retirement System of Ohio | 5,659 | $79.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,400 | $75.6K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 3,842 | $53.8K | 0.38% | −990−20.5% | Reduced |
| Lazard Asset Management LLC | 3,259 | $45.0K | 0.00% | −2,100−39.2% | Reduced |
| Amalgamated Bank | 2,550 | $36.0K | 0.00% | −590−18.8% | Reduced |
| Legal & General Group Plc | 2,354 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,822 | $25.5K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,444 | $20.2K | 0.01% | −159−9.9% | Reduced |
| Royal Bank of Canada | 1,349 | $19.0K | 0.00% | −2,030−60.1% | Reduced |
| Metropolitan Life Insurance Co | 1,248 | $17.5K | 0.00% | −406−24.5% | Reduced |
| Larson Financial Group LLC | 1,239 | $17.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 749 | $10.5K | 0.00% | −207−21.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 656 | $9.18K | 0.00% | +656 | New |
| Geneos Wealth Management Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 376 | $5.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $0 | 0.00% | +30 | New |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −31,122−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,342−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −162−100.0% | Sold out |