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 |
|---|---|---|---|---|---|
| State Street Corp | 514,606 | $9.05M | 0.00% | +18,003+3.6% | Added |
| Geode Capital Management, LLC | 522,252 | $9.19M | 0.00% | −1,339−0.3% | Reduced |
| Fourthstone LLC | 551,013 | $9.69M | 1.89% | +276,532+100.7% | Added |
| Dimensional Fund Advisors LP | 1,015,988 | $17.9M | 0.00% | +51,987+5.4% | Added |
| Vanguard Group Inc | 1,276,940 | $22.5M | 0.00% | −28,198−2.2% | Reduced |
| BlackRock, Inc. | 1,746,277 | $30.7M | 0.00% | +47,653+2.8% | Added |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,576−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −30,576−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,823−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,118−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −21−100.0% | Sold out |