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, Q2 2023
Institutional positions in Carter Bankshares, Inc. as of Jun 30, 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
- 100
- +9 vs. Q1 2023
- Shares held
- 9.50M
- +115.7K (+1.2%) vs. Q1 2023
- Total value
- $140.5M
- +$9.15M (+7.0%) vs. Q1 2023
- New holders
- 14
- 31 more added
- Sold out
- 5
- 33 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 107 | $1.58K | 0.00% | −642−85.7% | Reduced |
| Covestor Ltd | 107 | $2.00K | 0.00% | +77+256.7% | Added |
| Kistler-Tiffany Companies, LLC | 376 | $5.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $7.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 562 | $8.31K | 0.00% | −10,067−94.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 656 | $9.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $18.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,248 | $18.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,430 | $21.1K | 0.00% | +1,430 | New |
| Dorsey Wright & Associates | 1,606 | $23.8K | 0.01% | +162+11.2% | Added |
| Advisor Group Holdings, Inc. | 1,822 | $26.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $29.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,354 | $34.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,421 | $36.0K | 0.00% | −129−5.1% | Reduced |
| Citadel Advisors LLC | 2,696 | $39.9K | 0.00% | −74,978−96.5% | Reduced |
| Royal Bank of Canada | 2,883 | $42.0K | 0.00% | +1,534+113.7% | Added |
| Lazard Asset Management LLC | 3,259 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,576 | $52.9K | 0.01% | +3,576 | New |
| Virtus Fund Advisers, LLC | 3,842 | $56.8K | 0.40% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,075 | $60.3K | 0.00% | −18,227−81.7% | Reduced |
| FMR LLC | 5,002 | $74.0K | 0.00% | −1,203−19.4% | Reduced |
| Barclays PLC | 5,050 | $74.7K | 0.00% | −6,994−58.1% | Reduced |
| Salem Investment Counselors Inc | 5,400 | $79.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,659 | $84.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,124 | $105.4K | 0.00% | +7,124 | New |
| California State Teachers Retirement System | 7,859 | $116.2K | 0.00% | −1,002−11.3% | Reduced |
| New York State Common Retirement Fund | 8,931 | $132.1K | 0.00% | −7,312−45.0% | Reduced |
| Manufacturers Life Insurance Company, The | 10,083 | $149.1K | 0.00% | +10,083 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $155.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,624 | $157.1K | 0.00% | −5,236−33.0% | Reduced |
| American International Group, Inc. | 11,372 | $168.2K | 0.00% | −131−1.1% | Reduced |
| Savant Capital, LLC | 11,400 | $168.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,538 | $171.0K | 0.02% | −21,314−64.9% | Reduced |
| Engineers Gate Manager LP | 11,896 | $175.9K | 0.01% | +1,243+11.7% | Added |
| Deutsche Bank AG | 12,425 | $183.8K | 0.00% | −2,727−18.0% | Reduced |
| Corton Capital Inc. | 12,965 | $191.8K | 0.09% | +12,965 | New |
| MetLife Investment Management | 13,083 | $193.5K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,214 | $195.4K | 0.01% | +13,214 | New |
| Bleakley Financial Group, LLC | 13,225 | $195.6K | 0.01% | +13,225 | New |
| UBS Group AG | 13,789 | $203.9K | 0.00% | +4,622+50.4% | Added |
| Zacks Investment Management | 14,234 | $210.5K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 16,286 | $240.9K | 0.00% | +1,890+13.1% | Added |
| Watershed Asset Management, L.L.C. | 16,523 | $244.4K | 0.30% | −1,040−5.9% | Reduced |
| Ameriprise Financial Inc | 17,173 | $254.0K | 0.00% | −272−1.6% | Reduced |
| Brinker Capital Investments, LLC | 17,785 | $263.0K | 0.00% | +17,785 | New |
| Orion Portfolio Solutions, LLC | 17,785 | $263.0K | 0.00% | +17,785 | New |
| Campbell & CO Investment Adviser LLC | 18,265 | $270.1K | 0.05% | +18,265 | New |
| Cetera Advisor Networks LLC | 19,073 | $282.1K | 0.00% | +19,073 | New |
| Mariner, LLC | 20,022 | $296.1K | 0.00% | +20,022 | New |
| JPMorgan Chase & Co | 20,319 | $300.5K | 0.00% | +1,198+6.3% | Added |
| Trexquant Investment LP | 20,409 | $301.8K | 0.01% | +6,334+45.0% | Added |
| Acadian Asset Management LLC | 22,861 | $338.0K | 0.00% | −44,421−66.0% | Reduced |
| Captrust Financial Advisors | 23,644 | $349.7K | 0.00% | +21+0.1% | Added |
| Partners in Financial Planning | 24,088 | $356.3K | 0.09% | −1,930−7.4% | Reduced |
| Tandem Investment Advisors, Inc. | 25,000 | $370.0K | 0.02% | −13,000−34.2% | Reduced |
| Virtus Investment Advisers, Inc. | 26,472 | $391.5K | 0.27% | 00.0% | Unchanged |
| Wells Fargo & Company | 27,744 | $410.3K | 0.00% | +4,523+19.5% | Added |
| Stifel Financial Corp | 27,761 | $410.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 27,834 | $411.7K | 0.00% | −9,695−25.8% | Reduced |
| LPL Financial LLC | 28,148 | $416.3K | 0.00% | −90.0% | Reduced |
| Los Angeles Capital Management LLC | 28,787 | $425.8K | 0.00% | +1,100+4.0% | Added |
| Bailard, Inc. | 29,600 | $437.8K | 0.02% | +1,300+4.6% | Added |
| Voya Investment Management LLC | 30,050 | $444.4K | 0.00% | +886+3.0% | Added |
| Franklin Resources Inc | 34,602 | $511.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 37,207 | $550.3K | 0.00% | −783−2.1% | Reduced |
| STRS Ohio | 37,400 | $553.0K | 0.00% | −1,000−2.6% | Reduced |
| Two Sigma Investments, LP | 39,165 | $579.3K | 0.00% | −3,952−9.2% | Reduced |
| Panagora Asset Management Inc | 45,616 | $674.7K | 0.00% | +5,102+12.6% | Added |
| Rhumbline Advisers | 47,406 | $701.1K | 0.00% | +9,641+25.5% | Added |
| Russell Investments Group, Ltd. | 53,078 | $785.0K | 0.00% | −180.0% | Reduced |
| Millennium Management LLC | 57,540 | $851.0K | 0.00% | +15,256+36.1% | Added |
| Jacobs Levy Equity Management, Inc | 60,630 | $896.7K | 0.01% | −10,925−15.3% | Reduced |
| Empowered Funds, LLC | 60,633 | $896.8K | 0.03% | +60,633 | New |
| EA Series Trust | 60,633 | $896.8K | 0.03% | +60,633 | New |
| Charles Schwab Investment Management Inc | 63,841 | $944.2K | 0.00% | −734−1.1% | Reduced |
| Regions Financial Corp | 65,000 | $961.4K | 0.01% | +5,000+8.3% | Added |
| Nuveen Asset Management, LLC | 66,495 | $983.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 67,032 | $991.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 67,300 | $995.4K | 0.00% | +9,400+16.2% | Added |
| Renaissance Technologies LLC | 68,200 | $1.01M | 0.00% | +12,100+21.6% | Added |
| First Trust Advisors LP | 73,782 | $1.09M | 0.00% | −2,045−2.7% | Reduced |
| Martingale Asset Management L P | 74,432 | $1.10M | 0.02% | −800−1.1% | Reduced |
| BHZ Capital Management, LP | 89,270 | $1.32M | 1.12% | +2,056+2.4% | Added |
| Goldman Sachs Group Inc | 89,921 | $1.33M | 0.00% | +10,263+12.9% | Added |
| Bank of New York Mellon Corp | 92,213 | $1.36M | 0.00% | +1,262+1.4% | Added |
| Kennedy Capital Management, Inc. | 95,789 | $1.42M | 0.03% | +20,040+26.5% | Added |
| Arrowstreet Capital, Limited Partnership | 112,407 | $1.66M | 0.00% | +27,031+31.7% | Added |
| Hillsdale Investment Management Inc. | 113,845 | $1.68M | 0.15% | −53,955−32.2% | Reduced |
| Morgan Stanley | 114,654 | $1.70M | 0.00% | +24,505+27.2% | Added |
| Bridgeway Capital Management, LLC | 171,518 | $2.54M | 0.06% | +57,108+49.9% | Added |
| American Century Companies Inc | 188,103 | $2.78M | 0.00% | +21,799+13.1% | Added |
| Northern Trust Corp | 191,197 | $2.83M | 0.00% | +648+0.3% | Added |
| Huber Capital Management LLC | 383,912 | $5.68M | 1.36% | −56,299−12.8% | Reduced |
| Petiole USA ltd | 396,873 | $5.87M | 5.75% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 458,548 | $6.78M | 0.00% | +8,929+2.0% | Added |
| State Street Corp | 466,977 | $6.91M | 0.00% | −6,475−1.4% | Reduced |
| Dimensional Fund Advisors LP | 540,491 | $7.99M | 0.00% | +82,715+18.1% | Added |
| Vanguard Group Inc | 1,210,422 | $17.9M | 0.00% | −19,559−1.6% | Reduced |
| Alliancebernstein L.P. | 1,284,903 | $19.0M | 0.01% | −50,573−3.8% | Reduced |
| BlackRock Inc. | 1,662,816 | $24.6M | 0.00% | +21,275+1.3% | Added |