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, Q3 2024
Institutional positions in Carter Bankshares, Inc. as of Sep 30, 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
- 93
- +8 vs. Q2 2024
- Shares held
- 10.4M
- +2.34M (+28.8%) vs. Q2 2024
- Total value
- $181.4M
- +$59.0M (+48.2%) vs. Q2 2024
- New holders
- 16
- 35 more added
- Sold out
- 8
- 25 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −66−94.3% | Reduced |
| Farther Finance Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $261 | 0.00% | +5+50.0% | Added |
| Capital Performance Advisors LLP | 21 | $365 | 0.00% | +21 | New |
| Smartleaf Asset Management LLC | 41 | $706 | 0.00% | +41 | New |
| SRS Capital Advisors, Inc. | 60 | $1.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 65 | $1.13K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 84 | $1.46K | 0.00% | +84 | New |
| Harbor Capital Advisors, Inc. | 254 | $4.00K | 0.00% | +254 | New |
| Fortitude Family Office, LLC | 259 | $4.50K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 293 | $5.00K | 0.00% | +66+29.1% | Added |
| Nisa Investment Advisors, LLC | 700 | $12.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 892 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,091 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $21.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,300 | $22.6K | 0.00% | −12−0.9% | Reduced |
| Group One Trading, L.P. | 1,400 | $24.3K | 0.00% | +1,400 | New |
| Acadian Asset Management LLC | 1,482 | $25.0K | 0.00% | +1,482 | New |
| CIBC Private Wealth Group, LLC | 1,490 | $25.9K | 0.00% | +1,490 | New |
| California State Teachers Retirement System | 1,653 | $28.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,756 | $30.5K | 0.00% | −1,162−39.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,998 | $34.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,047 | $35.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $75.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,400 | $93.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,263 | $108.9K | 0.00% | +24+0.4% | Added |
| Simplex Trading, LLC | 6,492 | $112.0K | 0.00% | +5,923+1,040.9% | Added |
| Royal Bank of Canada | 7,943 | $138.0K | 0.00% | +98+1.2% | Added |
| SG Americas Securities, LLC | 7,959 | $138.0K | 0.00% | +7,959 | New |
| Deutsche Bank AG | 8,411 | $146.3K | 0.00% | −6,700−44.3% | Reduced |
| New York State Common Retirement Fund | 8,931 | $155.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,761 | $187.1K | 0.00% | +3,754+53.6% | Added |
| Semanteon Capital Management, LP | 11,251 | $195.7K | 0.13% | +11,251 | New |
| MetLife Investment Management | 11,946 | $207.7K | 0.00% | −1,441−10.8% | Reduced |
| Corebridge Financial, Inc. | 12,195 | $212.1K | 0.00% | −76−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,558 | $218.4K | 0.00% | +1,169+10.3% | Added |
| Savant Capital, LLC | 13,899 | $241.7K | 0.00% | +658+5.0% | Added |
| First Trust Advisors LP | 13,959 | $242.7K | 0.00% | +13,959 | New |
| Susquehanna International Group, LLP | 15,162 | $263.7K | 0.00% | +15,162 | New |
| Partners in Financial Planning | 15,653 | $272.2K | 0.05% | −1,890−10.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,028 | $278.7K | 0.00% | +16,028 | New |
| Truist Financial Corp | 17,496 | $304.3K | 0.00% | −294−1.7% | Reduced |
| Citigroup Inc | 17,648 | $306.9K | 0.00% | +11,675+195.5% | Added |
| Jane Street Group, LLC | 19,118 | $332.5K | 0.00% | −9,176−32.4% | Reduced |
| Cetera Investment Advisers | 19,573 | $340.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,823 | $362.1K | 0.00% | −13,368−39.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 22,070 | $383.8K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 22,499 | $391.3K | 0.03% | +6,676+42.2% | Added |
| Bank of America Corp | 23,174 | $403.0K | 0.00% | +652+2.9% | Added |
| Wells Fargo & Company | 25,779 | $448.3K | 0.00% | +449+1.8% | Added |
| LPL Financial LLC | 27,602 | $480.0K | 0.00% | −6,250−18.5% | Reduced |
| Barclays PLC | 29,813 | $518.4K | 0.00% | +21,457+256.8% | Added |
| Black Maple Capital Management LP | 30,576 | $531.7K | 0.40% | +2,753+9.9% | Added |
| Los Angeles Capital Management LLC | 31,337 | $545.0K | 0.00% | −3,900−11.1% | Reduced |
| STRS Ohio | 32,400 | $563.4K | 0.00% | −7,700−19.2% | Reduced |
| Invesco Ltd. | 37,499 | $652.1K | 0.00% | −34,852−48.2% | Reduced |
| Basswood Capital Management, L.L.C. | 40,576 | $705.6K | 0.04% | +40,576 | New |
| Panagora Asset Management Inc | 43,319 | $753.3K | 0.00% | −1,262−2.8% | Reduced |
| Millennium Management LLC | 43,607 | $758.3K | 0.00% | −33,037−43.1% | Reduced |
| Trexquant Investment LP | 44,358 | $771.4K | 0.01% | −21,171−32.3% | Reduced |
| Stifel Financial Corp | 45,067 | $783.7K | 0.00% | +16,706+58.9% | Added |
| Rhumbline Advisers | 48,731 | $847.4K | 0.00% | +12,657+35.1% | Added |
| Two Sigma Advisers, LP | 53,100 | $923.4K | 0.00% | −4,100−7.2% | Reduced |
| Two Sigma Investments, LP | 55,359 | $962.7K | 0.00% | +6,014+12.2% | Added |
| Ameriprise Financial Inc | 56,370 | $980.3K | 0.00% | +24,100+74.7% | Added |
| First Manhattan Co | 60,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 61,879 | $1.08M | 0.00% | +40,962+195.8% | Added |
| Charles Schwab Investment Management Inc | 63,826 | $1.11M | 0.00% | −1,807−2.8% | Reduced |
| Bank of New York Mellon Corp | 75,003 | $1.30M | 0.00% | −18,135−19.5% | Reduced |
| Empowered Funds, LLC | 80,475 | $1.40M | 0.02% | +4,020+5.3% | Added |
| Renaissance Technologies LLC | 91,400 | $1.59M | 0.00% | +8,300+10.0% | Added |
| Arrowstreet Capital, Limited Partnership | 99,253 | $1.73M | 0.00% | +1,161+1.2% | Added |
| D. E. Shaw & Co., Inc. | 105,811 | $1.84M | 0.00% | +22,303+26.7% | Added |
| Nuveen Asset Management, LLC | 107,676 | $1.87M | 0.00% | +41,470+62.6% | Added |
| Russell Investments Group, Ltd. | 123,013 | $2.14M | 0.00% | +1,359+1.1% | Added |
| Citadel Advisors LLC | 123,204 | $2.14M | 0.00% | +22,868+22.8% | Added |
| Bridgeway Capital Management, LLC | 140,960 | $2.45M | 0.05% | −21,180−13.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 159,040 | $2.77M | 0.01% | +159,040 | New |
| Morgan Stanley | 167,356 | $2.91M | 0.00% | +71,581+74.7% | Added |
| EJF Capital LLC | 179,924 | $3.13M | 2.08% | −33,490−15.7% | Reduced |
| Northern Trust Corp | 192,183 | $3.34M | 0.00% | −10,181−5.0% | Reduced |
| Huber Capital Management LLC | 204,467 | $3.56M | 0.71% | −8,000−3.8% | Reduced |
| Goldman Sachs Group Inc | 231,509 | $4.03M | 0.00% | +96,574+71.6% | Added |
| Kennedy Capital Management, Inc. | 253,733 | $4.41M | 0.10% | +222,761+719.2% | Added |
| Fourthstone LLC | 274,481 | $4.77M | 1.06% | +184,565+205.3% | Added |
| American Century Companies Inc | 338,955 | $5.89M | 0.00% | +1,212+0.4% | Added |
| Petiole USA ltd | 396,873 | $6.90M | 4.51% | 00.0% | Unchanged |
| State Street Corp | 496,603 | $8.64M | 0.00% | +19,751+4.1% | Added |
| Geode Capital Management, LLC | 523,591 | $9.11M | 0.00% | +18,109+3.6% | Added |
| Alliancebernstein L.P. | 899,909 | $15.6M | 0.01% | −283,942−24.0% | Reduced |
| Dimensional Fund Advisors LP | 964,001 | $16.8M | 0.00% | +71,587+8.0% | Added |
| Vanguard Group Inc | 1,305,138 | $22.7M | 0.00% | +33,994+2.7% | Added |
| BlackRock, Inc. | 1,698,624 | $29.5M | 0.00% | +1,698,624 | New |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |