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