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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 2024

Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2024. 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
0 vs. Q4 2023
Shares held
9.68M
+109.1K (+1.1%) vs. Q4 2023
Total value
$122.4M
−$20.9M (−14.6%) vs. Q4 2023
New holders
11
17 more added
Sold out
11
36 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 82 institutions
Q1 2021: 70 institutionsQ2 2021: 78 institutionsQ3 2021: 72 institutionsQ4 2021: 78 institutionsQ1 2022: 79 institutionsQ2 2022: 83 institutionsQ3 2022: 88 institutionsQ4 2022: 88 institutionsQ1 2023: 91 institutionsQ2 2023: 100 institutionsQ3 2023: 87 institutionsQ4 2023: 82 institutionsQ1 2024: 82 institutionsQ2 2024: 86 institutionsQ3 2024: 93 institutionsQ4 2024: 106 institutionsQ1 2025: 112 institutionsQ2 2025: 117 institutionsQ3 2025: 122 institutionsQ4 2025: 121 institutionsQ1 2026: 125 institutionsQ2 2026: 162 institutions
Value heldQ1 2024: $122.4M
Q1 2021: $121.4MQ2 2021: $115.3MQ3 2021: $130.9MQ4 2021: $147.1MQ1 2022: $156.0MQ2 2022: $114.8MQ3 2022: $144.5MQ4 2022: $154.0MQ1 2023: $131.4MQ2 2023: $140.5MQ3 2023: $117.4MQ4 2023: $143.3MQ1 2024: $122.4MQ2 2024: $147.8MQ3 2024: $181.4MQ4 2024: $193.4MQ1 2025: $179.1MQ2 2025: $194.5MQ3 2025: $223.5MQ4 2025: $229.1MQ1 2026: $295.7MQ2 2026: $493.2M
Institutions holding CARE and their total value by quarter
QuarterHoldersValue
Q2 2026162$493.2M
Q1 2026125$295.7M
Q4 2025121$229.1M
Q3 2025122$223.5M
Q2 2025117$194.5M
Q1 2025112$179.1M
Q4 2024106$193.4M
Q3 202493$181.4M
Q2 202486$147.8M
Q1 202482$122.4M
Q4 202382$143.3M
Q3 202387$117.4M
Q2 2023100$140.5M
Q1 202391$131.4M
Q4 202288$154.0M
Q3 202288$144.5M
Q2 202283$114.8M
Q1 202279$156.0M
Q4 202178$147.1M
Q3 202172$130.9M
Q2 202178$115.3M
Q1 202170$121.4M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q4 2023.

Institutions holding CARE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC1$120.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$750.00%+6New
Versant Capital Management, Inc34$4300.00%00.0%Unchanged
The PNC Financial Services Group, Inc.42$5310.00%+42New
CWM, LLC50$1.00K0.00%−1,673−97.1%Reduced
Covestor Ltd110$1.00K0.00%−47−29.9%Reduced
Massmutual Trust Co FSB89$1.13K0.00%+89New
Accordant Advisory Group Inc161$2.04K0.00%+161New
Tower Research Capital LLC (TRC)272$3.44K0.00%−2,754−91.0%Reduced
Fortitude Family Office, LLC347$4.39K0.00%00.0%Unchanged
Amalgamated Bank892$11.0K0.00%−1,264−58.6%Reduced
Geneos Wealth Management Inc.1,091$13.8K0.00%+591+118.2%Added
Larson Financial Group LLC1,239$15.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,248$15.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,800$22.8K0.00%−22−1.2%Reduced
Ameritas Investment Partners, Inc.1,998$25.3K0.00%00.0%Unchanged
Legal & General Group Plc2,047$25.9K0.00%00.0%Unchanged
California State Teachers Retirement System2,282$28.8K0.00%−1,454−38.9%Reduced
nVerses Capital, LLC2,300$29.1K0.07%––
Concord Wealth Partners3,765$47.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC4,365$55.2K0.00%00.0%Unchanged
Citigroup Inc4,978$62.9K0.00%+1,290+35.0%Added
Salem Investment Counselors Inc5,400$68.3K0.00%00.0%Unchanged
FMR LLC5,709$72.2K0.00%+63+1.1%Added
Royal Bank of Canada6,678$84.0K0.00%−5,455−45.0%Reduced
SG Americas Securities, LLC8,010$101.0K0.00%−4,397−35.4%Reduced
New York State Common Retirement Fund8,928$112.8K0.00%−12−0.1%Reduced
MetLife Investment Management9,779$123.6K0.00%−3,304−25.3%Reduced
Two Sigma Investments, LP10,040$126.9K0.00%+10,040New
American International Group, Inc.11,186$141.4K0.00%−97−0.9%Reduced
First Trust Advisors LP11,257$142.3K0.00%−621−5.2%Reduced
Engineers Gate Manager LP11,427$144.4K0.00%+933+8.9%Added
Savant Capital, LLC11,439$144.6K0.00%+39+0.3%Added
Mirae Asset Global Investments Co., Ltd.10,520$149.1K0.00%00.0%Unchanged
Truist Financial Corp12,396$156.7K0.00%−3,431−21.7%Reduced
Barclays PLC15,545$196.5K0.00%−15,494−49.9%Reduced
Deutsche Bank AG15,551$196.6K0.00%+1,392+9.8%Added
Partners in Financial Planning17,543$221.7K0.05%−4,757−21.3%Reduced
Cetera Investment Advisers19,073$241.1K0.00%+19,073New
Citadel Advisors LLC19,862$251.1K0.00%+19,862New
Tandem Investment Advisors, Inc.20,500$259.0K0.01%−4,500−18.0%Reduced
Emerald Mutual Fund Advisers Trust22,070$279.0K0.01%+22,070New
Goldman Sachs Group Inc23,085$291.8K0.00%−11,484−33.2%Reduced
Black Maple Capital Management LP23,154$292.7K0.19%+23,154New
UBS Group AG23,360$295.3K0.00%−1,728−6.9%Reduced
D. E. Shaw & Co., Inc.24,785$313.3K0.00%+24,785New
Wells Fargo & Company27,083$342.3K0.00%+4,029+17.5%Added
Stifel Financial Corp27,761$350.9K0.00%00.0%Unchanged
FNY Investment Advisers, LLC28,594$361.0K0.24%+28,594New
Los Angeles Capital Management LLC28,787$363.9K0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership31,588$399.0K0.00%−26,870−46.0%Reduced
Ameriprise Financial Inc32,270$407.9K0.00%−4,147−11.4%Reduced
Trexquant Investment LP33,650$425.3K0.01%−9,903−22.7%Reduced
Bank of America Corp34,695$438.5K0.00%+1,172+3.5%Added
LPL Financial LLC35,800$452.5K0.00%+1,402+4.1%Added
Rhumbline Advisers36,480$461.1K0.00%−26,240−41.8%Reduced
STRS Ohio36,800$465.0K0.00%−2,300−5.9%Reduced
Two Sigma Advisers, LP39,600$500.5K0.00%−6,500−14.1%Reduced
Panagora Asset Management Inc45,338$573.1K0.00%00.0%Unchanged
JPMorgan Chase & Co45,780$578.7K0.00%+17,198+60.2%Added
Charles Schwab Investment Management Inc59,739$755.1K0.00%−2,315−3.7%Reduced
First Manhattan Co60,000$758.4K0.00%−7,032−10.5%Reduced
Regions Financial Corp65,000$821.6K0.01%00.0%Unchanged
Renaissance Technologies LLC65,000$822.0K0.00%−9,800−13.1%Reduced
Nuveen Asset Management, LLC66,206$836.8K0.00%00.0%Unchanged
Invesco Ltd.69,737$881.5K0.00%+29,858+74.9%Added
Empowered Funds, LLC71,055$898.1K0.02%−1,478−2.0%Reduced
Russell Investments Group, Ltd.78,953$998.0K0.00%−16,626−17.4%Reduced
Bank of New York Mellon Corp84,978$1.07M0.00%−4,255−4.8%Reduced
Morgan Stanley103,517$1.31M0.00%−24,158−18.9%Reduced
Bridgeway Capital Management, LLC156,740$1.98M0.04%−26,678−14.5%Reduced
Northern Trust Corp200,147$2.53M0.00%−3,447−1.7%Reduced
Huber Capital Management LLC232,233$2.94M0.66%−6,674−2.8%Reduced
American Century Companies Inc312,271$3.95M0.00%+57,437+22.5%Added
Petiole USA ltd396,873$5.02M3.92%00.0%Unchanged
State Street Corp475,610$6.01M0.00%+6,545+1.4%Added
Geode Capital Management, LLC482,587$6.10M0.00%+247+0.1%Added
Fourthstone LLC791,964$10.0M3.26%+256,138+47.8%Added
Dimensional Fund Advisors LP818,097$10.3M0.00%+71,747+9.6%Added
Vanguard Group Inc1,245,205$15.7M0.00%+17,327+1.4%Added
Alliancebernstein L.P.1,337,954$16.9M0.01%−28,542−2.1%Reduced
BlackRock Inc.1,644,735$20.8M0.00%−85,729−5.0%Reduced
Franklin Resources Inc0$00.00%−28,154−100.0%Sold out
Captrust Financial Advisors0$00.00%−24,186−100.0%Sold out
Acadian Asset Management LLC0$00.00%−19,412−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−19,073−100.0%Sold out
Family Firm, Inc.0$00.00%−14,748−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,964−100.0%Sold out
Voya Investment Management LLC0$00.00%−11,628−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−11,293−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,176−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−1,659−100.0%Sold out
GAMMA Investing LLC0$00.00%−35−100.0%Sold out