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 2023
Institutional positions in Carter Bankshares, Inc. as of Dec 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
- 82
- −5 vs. Q3 2023
- Shares held
- 9.57M
- +203.0K (+2.2%) vs. Q3 2023
- Total value
- $143.3M
- +$25.9M (+22.1%) vs. Q3 2023
- New holders
- 11
- 28 more added
- Sold out
- 16
- 21 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $15 | 0.00% | +1 | New |
| GAMMA Investing LLC | 35 | $506 | 0.00% | +35 | New |
| Versant Capital Management, Inc | 34 | $509 | 0.00% | +34 | New |
| Covestor Ltd | 157 | $2.00K | 0.00% | +102+185.5% | Added |
| Fortitude Family Office, LLC | 347 | $5.20K | 0.00% | +347 | New |
| Geneos Wealth Management Inc. | 500 | $7.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $18.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,248 | $18.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,659 | $24.8K | 0.00% | −4,000−70.7% | Reduced |
| CWM, LLC | 1,723 | $26.0K | 0.00% | +1,723 | New |
| Advisor Group Holdings, Inc. | 1,822 | $27.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $29.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,047 | $30.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,156 | $32.0K | 0.00% | −265−10.9% | Reduced |
| nVerses Capital, LLC | – | $43.4K | 0.12% | – | New |
| Tower Research Capital LLC (TRC) | 3,026 | $45.3K | 0.00% | −6,405−67.9% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $54.7K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,688 | $55.2K | 0.00% | +3,419+1,271.0% | Added |
| California State Teachers Retirement System | 3,736 | $55.9K | 0.00% | −1,477−28.3% | Reduced |
| Concord Wealth Partners | 3,765 | $56.4K | 0.01% | +3,765 | New |
| Salem Investment Counselors Inc | 5,400 | $80.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,646 | $84.5K | 0.00% | +663+13.3% | Added |
| New York State Common Retirement Fund | 8,940 | $133.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,176 | $152.3K | 0.00% | +10,176 | New |
| Engineers Gate Manager LP | 10,494 | $157.1K | 0.00% | −1,704−14.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,520 | $157.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,283 | $168.9K | 0.00% | −507−4.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,293 | $169.1K | 0.00% | −48,412−81.1% | Reduced |
| Savant Capital, LLC | 11,400 | $170.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,628 | $174.1K | 0.00% | −412−3.4% | Reduced |
| First Trust Advisors LP | 11,878 | $177.8K | 0.00% | +11,878 | New |
| Royal Bank of Canada | 12,133 | $181.0K | 0.00% | +8,167+205.9% | Added |
| SG Americas Securities, LLC | 12,407 | $186.0K | 0.00% | +1,776+16.7% | Added |
| Susquehanna International Group, LLP | 12,964 | $194.1K | 0.00% | +12,964 | New |
| MetLife Investment Management | 13,083 | $195.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,159 | $212.0K | 0.00% | −2,291−13.9% | Reduced |
| Family Firm, Inc. | 14,748 | $220.8K | 0.06% | +14,748 | New |
| Truist Financial Corp | 15,827 | $236.9K | 0.00% | +41+0.3% | Added |
| Cetera Advisor Networks LLC | 19,073 | $285.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 19,412 | $290.0K | 0.00% | 00.0% | Unchanged |
| Partners in Financial Planning | 22,300 | $333.8K | 0.08% | −1,788−7.4% | Reduced |
| Wells Fargo & Company | 23,054 | $345.1K | 0.00% | −1,227−5.1% | Reduced |
| Captrust Financial Advisors | 24,186 | $362.1K | 0.00% | +558+2.4% | Added |
| Tandem Investment Advisors, Inc. | 25,000 | $374.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 25,088 | $375.6K | 0.00% | +11,859+89.6% | Added |
| Stifel Financial Corp | 27,761 | $415.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 28,154 | $421.5K | 0.00% | −34−0.1% | Reduced |
| JPMorgan Chase & Co | 28,582 | $427.9K | 0.00% | +12,546+78.2% | Added |
| Los Angeles Capital Management LLC | 28,787 | $430.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 31,039 | $464.7K | 0.00% | +27,092+686.4% | Added |
| Bank of America Corp | 33,523 | $501.8K | 0.00% | +4,816+16.8% | Added |
| LPL Financial LLC | 34,398 | $514.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 34,569 | $517.5K | 0.00% | −8,027−18.8% | Reduced |
| Ameriprise Financial Inc | 36,417 | $545.2K | 0.00% | +19,244+112.1% | Added |
| STRS Ohio | 39,100 | $585.0K | 0.00% | +1,700+4.5% | Added |
| Invesco Ltd. | 39,879 | $597.0K | 0.00% | −17,821−30.9% | Reduced |
| Trexquant Investment LP | 43,553 | $652.0K | 0.01% | +11,288+35.0% | Added |
| Panagora Asset Management Inc | 45,338 | $678.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 46,100 | $690.1K | 0.00% | −13,300−22.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,458 | $875.0K | 0.00% | −94,551−61.8% | Reduced |
| Charles Schwab Investment Management Inc | 62,054 | $928.9K | 0.00% | −1,787−2.8% | Reduced |
| Rhumbline Advisers | 62,720 | $938.9K | 0.00% | +15,473+32.7% | Added |
| Regions Financial Corp | 65,000 | $973.0K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 66,206 | $991.1K | 0.00% | +541+0.8% | Added |
| First Manhattan Co | 67,032 | $1.00M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 72,533 | $1.09M | 0.03% | +6,528+9.9% | Added |
| Renaissance Technologies LLC | 74,800 | $1.12M | 0.00% | −4,200−5.3% | Reduced |
| Bank of New York Mellon Corp | 89,233 | $1.34M | 0.00% | −2,806−3.0% | Reduced |
| Russell Investments Group, Ltd. | 95,579 | $1.43M | 0.00% | +23,085+31.8% | Added |
| Morgan Stanley | 127,675 | $1.91M | 0.00% | +42,296+49.5% | Added |
| Bridgeway Capital Management, LLC | 183,418 | $2.75M | 0.06% | +6,528+3.7% | Added |
| Northern Trust Corp | 203,594 | $3.05M | 0.00% | +7,425+3.8% | Added |
| Huber Capital Management LLC | 238,907 | $3.58M | 0.90% | −145,005−37.8% | Reduced |
| American Century Companies Inc | 254,834 | $3.81M | 0.00% | +31,638+14.2% | Added |
| Petiole USA ltd | 396,873 | $5.94M | 4.39% | 00.0% | Unchanged |
| State Street Corp | 469,065 | $7.02M | 0.00% | +3,910+0.8% | Added |
| Geode Capital Management, LLC | 482,340 | $7.22M | 0.00% | +13,594+2.9% | Added |
| Fourthstone LLC | 535,826 | $8.02M | 1.62% | +273,159+104.0% | Added |
| Dimensional Fund Advisors LP | 746,350 | $11.2M | 0.00% | +83,817+12.7% | Added |
| Vanguard Group Inc | 1,227,878 | $18.4M | 0.00% | +13,158+1.1% | Added |
| Alliancebernstein L.P. | 1,366,496 | $20.5M | 0.01% | −10,671−0.8% | Reduced |
| BlackRock Inc. | 1,730,464 | $25.9M | 0.00% | +117,333+7.3% | Added |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −87,801−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −26,472−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −23,379−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,504−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,139−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −321−100.0% | Sold out |