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 2024
Institutional positions in Carter Bankshares, Inc. as of Dec 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
- 106
- +13 vs. Q3 2024
- Shares held
- 11.0M
- +562.1K (+5.4%) vs. Q3 2024
- Total value
- $193.4M
- +$12.0M (+6.6%) vs. Q3 2024
- New holders
- 21
- 42 more added
- Sold out
- 8
- 24 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,746,277 | $30.7M | 0.00% | +47,653+2.8% | Added |
| Vanguard Group Inc | 1,276,940 | $22.5M | 0.00% | −28,198−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,015,988 | $17.9M | 0.00% | +51,987+5.4% | Added |
| Fourthstone LLC | 551,013 | $9.69M | 1.89% | +276,532+100.7% | Added |
| Geode Capital Management, LLC | 522,252 | $9.19M | 0.00% | −1,339−0.3% | Reduced |
| State Street Corp | 514,606 | $9.05M | 0.00% | +18,003+3.6% | Added |
| Petiole USA ltd | 386,873 | $6.81M | 4.28% | −10,000−2.5% | Reduced |
| American Century Companies Inc | 343,193 | $6.04M | 0.00% | +4,238+1.3% | Added |
| Kennedy Capital Management, Inc. | 324,569 | $5.71M | 0.13% | +70,836+27.9% | Added |
| Goldman Sachs Group Inc | 275,808 | $4.85M | 0.00% | +44,299+19.1% | Added |
| Alliancebernstein L.P. | 217,662 | $3.83M | 0.00% | −682,247−75.8% | Reduced |
| EJF Capital LLC | 203,865 | $3.59M | 2.46% | +23,941+13.3% | Added |
| Huber Capital Management LLC | 202,467 | $3.56M | 0.71% | −2,000−1.0% | Reduced |
| Maltese Capital Management LLC | 201,000 | $3.54M | 0.54% | +201,000 | New |
| Northern Trust Corp | 196,887 | $3.46M | 0.00% | +4,704+2.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 184,340 | $3.24M | 0.01% | +25,300+15.9% | Added |
| Morgan Stanley | 178,981 | $3.15M | 0.00% | +11,625+6.9% | Added |
| Bridgeway Capital Management, LLC | 145,053 | $2.55M | 0.06% | +4,093+2.9% | Added |
| UBS Group AG | 135,511 | $2.38M | 0.00% | +124,750+1,159.3% | Added |
| Nuveen Asset Management, LLC | 133,008 | $2.34M | 0.00% | +25,332+23.5% | Added |
| JPMorgan Chase & Co | 124,453 | $2.19M | 0.00% | +62,574+101.1% | Added |
| Russell Investments Group, Ltd. | 123,083 | $2.17M | 0.00% | +70+0.1% | Added |
| Citadel Advisors LLC | 118,303 | $2.08M | 0.00% | −4,901−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 109,852 | $1.93M | 0.00% | +10,599+10.7% | Added |
| Millennium Management LLC | 92,476 | $1.63M | 0.00% | +48,869+112.1% | Added |
| D. E. Shaw & Co., Inc. | 91,625 | $1.61M | 0.00% | −14,186−13.4% | Reduced |
| Empowered Funds, LLC | 84,568 | $1.49M | 0.02% | +4,093+5.1% | Added |
| Acadian Asset Management LLC | 76,308 | $1.34M | 0.00% | +74,826+5,049.0% | Added |
| Renaissance Technologies LLC | 72,300 | $1.27M | 0.00% | −19,100−20.9% | Reduced |
| Bank of New York Mellon Corp | 70,240 | $1.24M | 0.00% | −4,763−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 65,616 | $1.15M | 0.00% | +1,790+2.8% | Added |
| Mendon Capital Advisors Corp | 64,117 | $1.13M | 0.64% | +64,117 | New |
| Two Sigma Investments, LP | 62,485 | $1.10M | 0.00% | +7,126+12.9% | Added |
| First Manhattan Co | 60,000 | $1.06M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 59,500 | $1.05M | 0.00% | +6,400+12.1% | Added |
| Trexquant Investment LP | 56,562 | $994.9K | 0.01% | +12,204+27.5% | Added |
| Ameriprise Financial Inc | 56,370 | $991.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,637 | $890.7K | 0.00% | +1,906+3.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 43,418 | $763.7K | 0.00% | +27,390+170.9% | Added |
| Stifel Financial Corp | 42,067 | $740.0K | 0.00% | −3,000−6.7% | Reduced |
| Panagora Asset Management Inc | 41,866 | $736.4K | 0.00% | −1,453−3.4% | Reduced |
| Invesco Ltd. | 38,142 | $670.9K | 0.00% | +643+1.7% | Added |
| Kingsview Wealth Management, LLC | 36,099 | $635.0K | 0.01% | +36,099 | New |
| Barclays PLC | 34,303 | $603.4K | 0.00% | +4,490+15.1% | Added |
| Bank of America Corp | 30,440 | $535.4K | 0.00% | +7,266+31.4% | Added |
| Wells Fargo & Company | 28,696 | $504.8K | 0.00% | +2,917+11.3% | Added |
| Qube Research & Technologies Ltd | 28,614 | $503.3K | 0.00% | +28,614 | New |
| Mackenzie Financial Corp | 28,030 | $493.0K | 0.00% | +28,030 | New |
| Los Angeles Capital Management LLC | 25,737 | $452.7K | 0.00% | −5,600−17.9% | Reduced |
| Cubist Systematic Strategies, LLC | 23,803 | $418.7K | 0.01% | +23,803 | New |
| Emerald Mutual Fund Advisers Trust | 22,070 | $388.2K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,153 | $373.4K | 0.00% | +21,153 | New |
| STRS Ohio | 21,000 | $369.4K | 0.00% | −11,400−35.2% | Reduced |
| Cetera Investment Advisers | 19,573 | $344.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18,885 | $332.2K | 0.00% | +1,237+7.0% | Added |
| LPL Financial LLC | 18,702 | $329.0K | 0.00% | −8,900−32.2% | Reduced |
| Truist Financial Corp | 17,496 | $307.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,863 | $279.0K | 0.00% | +7,452+88.6% | Added |
| Partners in Financial Planning | 14,547 | $255.9K | 0.05% | −1,106−7.1% | Reduced |
| Savant Capital, LLC | 14,131 | $248.6K | 0.00% | +232+1.7% | Added |
| RMB Capital Management, LLC | 14,117 | $248.3K | 0.01% | +14,117 | New |
| Susquehanna International Group, LLP | 14,083 | $247.7K | 0.00% | −1,079−7.1% | Reduced |
| First Trust Advisors LP | 13,947 | $245.3K | 0.00% | −12−0.1% | Reduced |
| AQR Capital Management LLC | 13,381 | $235.4K | 0.00% | +13,381 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,090 | $230.3K | 0.00% | +532+4.2% | Added |
| Man Group plc | 12,954 | $227.9K | 0.00% | +12,954 | New |
| Prudential Financial Inc | 12,880 | $226.6K | 0.00% | +12,880 | New |
| MetLife Investment Management | 12,711 | $223.6K | 0.00% | +765+6.4% | Added |
| XTX Topco Ltd | 11,905 | $209.4K | 0.02% | −10,594−47.1% | Reduced |
| Corebridge Financial, Inc. | 11,340 | $199.5K | 0.00% | −855−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 11,160 | $196.3K | 0.00% | +11,160 | New |
| Royal Bank of Canada | 9,835 | $173.0K | 0.00% | +1,892+23.8% | Added |
| SG Americas Securities, LLC | 9,838 | $173.0K | 0.00% | +1,879+23.6% | Added |
| New York State Common Retirement Fund | 8,931 | $157.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,261 | $110.1K | 0.00% | −20.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $96.3K | 0.00% | +5,477 | New |
| Simplex Trading, LLC | 5,062 | $89.0K | 0.00% | −1,430−22.0% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $76.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,357 | $76.6K | 0.00% | +4,357 | New |
| Salem Investment Counselors Inc | 3,150 | $55.4K | 0.00% | −2,250−41.7% | Reduced |
| Legal & General Group Plc | 2,047 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $35.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,653 | $29.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,490 | $25.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,312 | $23.1K | 0.00% | +12+0.9% | Added |
| Larson Financial Group LLC | 1,239 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,132 | $19.9K | 0.00% | −624−35.5% | Reduced |
| Geneos Wealth Management Inc. | 1,091 | $19.2K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 998 | $17.6K | 0.00% | +998 | New |
| Amalgamated Bank | 892 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $13.1K | 0.00% | +742 | New |
| Sterling Capital Management LLC | 731 | $12.9K | 0.00% | +647+770.2% | Added |
| Nisa Investment Advisors, LLC | 700 | $12.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 695 | $12.2K | 0.00% | +695 | New |
| CWM, LLC | 322 | $6.00K | 0.00% | +29+9.9% | Added |
| Fortitude Family Office, LLC | 305 | $5.37K | 0.00% | +46+17.8% | Added |
| Harbor Capital Advisors, Inc. | 251 | $4.00K | 0.00% | −3−1.2% | Reduced |
| Allworth Financial LP | 73 | $1.28K | 0.00% | +73 | New |
| WPG Advisers, LLC | 72 | $1.27K | 0.00% | +72 | New |
| US Bancorp | 65 | $1.14K | 0.00% | 00.0% | Unchanged |