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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $440 | 0.00% | +10+66.7% | Added |
| EverSource Wealth Advisors, LLC | 26 | $457 | 0.00% | +26 | New |
| Smartleaf Asset Management LLC | 41 | $724 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 47 | $827 | 0.00% | +47 | New |
| US Bancorp | 65 | $1.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $1.27K | 0.00% | +72 | New |
| Allworth Financial LP | 73 | $1.28K | 0.00% | +73 | New |
| Harbor Capital Advisors, Inc. | 251 | $4.00K | 0.00% | −3−1.2% | Reduced |
| Fortitude Family Office, LLC | 305 | $5.37K | 0.00% | +46+17.8% | Added |
| CWM, LLC | 322 | $6.00K | 0.00% | +29+9.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 695 | $12.2K | 0.00% | +695 | New |
| Nisa Investment Advisors, LLC | 700 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 731 | $12.9K | 0.00% | +647+770.2% | Added |
| Versant Capital Management, Inc | 742 | $13.1K | 0.00% | +742 | New |
| Amalgamated Bank | 892 | $16.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 998 | $17.6K | 0.00% | +998 | New |
| Geneos Wealth Management Inc. | 1,091 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,132 | $19.9K | 0.00% | −624−35.5% | Reduced |
| Larson Financial Group LLC | 1,239 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,312 | $23.1K | 0.00% | +12+0.9% | Added |
| CIBC Private Wealth Group, LLC | 1,490 | $25.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,653 | $29.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $35.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,047 | $36.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,150 | $55.4K | 0.00% | −2,250−41.7% | Reduced |
| Global Retirement Partners, LLC | 4,357 | $76.6K | 0.00% | +4,357 | New |
| Salomon & Ludwin, LLC | 4,365 | $76.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,062 | $89.0K | 0.00% | −1,430−22.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $96.3K | 0.00% | +5,477 | New |
| FMR LLC | 6,261 | $110.1K | 0.00% | −20.0% | Reduced |
| New York State Common Retirement Fund | 8,931 | $157.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 11,160 | $196.3K | 0.00% | +11,160 | New |
| Corebridge Financial, Inc. | 11,340 | $199.5K | 0.00% | −855−7.0% | Reduced |
| XTX Topco Ltd | 11,905 | $209.4K | 0.02% | −10,594−47.1% | Reduced |
| MetLife Investment Management | 12,711 | $223.6K | 0.00% | +765+6.4% | Added |
| Prudential Financial Inc | 12,880 | $226.6K | 0.00% | +12,880 | New |
| Man Group plc | 12,954 | $227.9K | 0.00% | +12,954 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,090 | $230.3K | 0.00% | +532+4.2% | Added |
| AQR Capital Management LLC | 13,381 | $235.4K | 0.00% | +13,381 | New |
| First Trust Advisors LP | 13,947 | $245.3K | 0.00% | −12−0.1% | Reduced |
| Susquehanna International Group, LLP | 14,083 | $247.7K | 0.00% | −1,079−7.1% | Reduced |
| RMB Capital Management, LLC | 14,117 | $248.3K | 0.01% | +14,117 | New |
| Savant Capital, LLC | 14,131 | $248.6K | 0.00% | +232+1.7% | Added |
| Partners in Financial Planning | 14,547 | $255.9K | 0.05% | −1,106−7.1% | Reduced |
| Deutsche Bank AG | 15,863 | $279.0K | 0.00% | +7,452+88.6% | Added |
| Truist Financial Corp | 17,496 | $307.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 18,702 | $329.0K | 0.00% | −8,900−32.2% | Reduced |
| Citigroup Inc | 18,885 | $332.2K | 0.00% | +1,237+7.0% | Added |
| Cetera Investment Advisers | 19,573 | $344.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 21,000 | $369.4K | 0.00% | −11,400−35.2% | Reduced |
| HSBC Holdings PLC | 21,153 | $373.4K | 0.00% | +21,153 | New |
| Emerald Mutual Fund Advisers Trust | 22,070 | $388.2K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 23,803 | $418.7K | 0.01% | +23,803 | New |
| Los Angeles Capital Management LLC | 25,737 | $452.7K | 0.00% | −5,600−17.9% | Reduced |
| Mackenzie Financial Corp | 28,030 | $493.0K | 0.00% | +28,030 | New |
| Qube Research & Technologies Ltd | 28,614 | $503.3K | 0.00% | +28,614 | New |
| Wells Fargo & Company | 28,696 | $504.8K | 0.00% | +2,917+11.3% | Added |
| Bank of America Corp | 30,440 | $535.4K | 0.00% | +7,266+31.4% | Added |
| Barclays PLC | 34,303 | $603.4K | 0.00% | +4,490+15.1% | Added |
| Kingsview Wealth Management, LLC | 36,099 | $635.0K | 0.01% | +36,099 | New |
| Invesco Ltd. | 38,142 | $670.9K | 0.00% | +643+1.7% | Added |
| Panagora Asset Management Inc | 41,866 | $736.4K | 0.00% | −1,453−3.4% | Reduced |
| Stifel Financial Corp | 42,067 | $740.0K | 0.00% | −3,000−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,418 | $763.7K | 0.00% | +27,390+170.9% | Added |
| Rhumbline Advisers | 50,637 | $890.7K | 0.00% | +1,906+3.9% | Added |
| Ameriprise Financial Inc | 56,370 | $991.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 56,562 | $994.9K | 0.01% | +12,204+27.5% | Added |
| Two Sigma Advisers, LP | 59,500 | $1.05M | 0.00% | +6,400+12.1% | Added |
| First Manhattan Co | 60,000 | $1.06M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 62,485 | $1.10M | 0.00% | +7,126+12.9% | Added |
| Mendon Capital Advisors Corp | 64,117 | $1.13M | 0.64% | +64,117 | New |
| Charles Schwab Investment Management Inc | 65,616 | $1.15M | 0.00% | +1,790+2.8% | Added |
| Bank of New York Mellon Corp | 70,240 | $1.24M | 0.00% | −4,763−6.4% | Reduced |
| Renaissance Technologies LLC | 72,300 | $1.27M | 0.00% | −19,100−20.9% | Reduced |
| Acadian Asset Management LLC | 76,308 | $1.34M | 0.00% | +74,826+5,049.0% | Added |
| Empowered Funds, LLC | 84,568 | $1.49M | 0.02% | +4,093+5.1% | Added |
| D. E. Shaw & Co., Inc. | 91,625 | $1.61M | 0.00% | −14,186−13.4% | Reduced |
| Millennium Management LLC | 92,476 | $1.63M | 0.00% | +48,869+112.1% | Added |
| Arrowstreet Capital, Limited Partnership | 109,852 | $1.93M | 0.00% | +10,599+10.7% | Added |
| Citadel Advisors LLC | 118,303 | $2.08M | 0.00% | −4,901−4.0% | Reduced |
| Russell Investments Group, Ltd. | 123,083 | $2.17M | 0.00% | +70+0.1% | Added |
| JPMorgan Chase & Co | 124,453 | $2.19M | 0.00% | +62,574+101.1% | Added |
| Nuveen Asset Management, LLC | 133,008 | $2.34M | 0.00% | +25,332+23.5% | Added |
| UBS Group AG | 135,511 | $2.38M | 0.00% | +124,750+1,159.3% | Added |
| Bridgeway Capital Management, LLC | 145,053 | $2.55M | 0.06% | +4,093+2.9% | Added |
| Morgan Stanley | 178,981 | $3.15M | 0.00% | +11,625+6.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 184,340 | $3.24M | 0.01% | +25,300+15.9% | Added |
| Northern Trust Corp | 196,887 | $3.46M | 0.00% | +4,704+2.4% | Added |
| Maltese Capital Management LLC | 201,000 | $3.54M | 0.54% | +201,000 | New |
| Huber Capital Management LLC | 202,467 | $3.56M | 0.71% | −2,000−1.0% | Reduced |
| EJF Capital LLC | 203,865 | $3.59M | 2.46% | +23,941+13.3% | Added |
| Alliancebernstein L.P. | 217,662 | $3.83M | 0.00% | −682,247−75.8% | Reduced |
| Goldman Sachs Group Inc | 275,808 | $4.85M | 0.00% | +44,299+19.1% | Added |
| Kennedy Capital Management, Inc. | 324,569 | $5.71M | 0.13% | +70,836+27.9% | Added |
| American Century Companies Inc | 343,193 | $6.04M | 0.00% | +4,238+1.3% | Added |
| Petiole USA ltd | 386,873 | $6.81M | 4.28% | −10,000−2.5% | Reduced |