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 2025
Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2025. 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
- 112
- +8 vs. Q4 2024
- Shares held
- 11.3M
- +416.6K (+3.8%) vs. Q4 2024
- Total value
- $179.1M
- −$11.9M (−6.2%) vs. Q4 2024
- New holders
- 13
- 35 more added
- Sold out
- 5
- 39 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,763,410 | $28.5M | 0.00% | +17,133+1.0% | Added |
| Vanguard Group Inc | 1,292,161 | $20.9M | 0.00% | +15,221+1.2% | Added |
| Dimensional Fund Advisors LP | 1,056,584 | $17.1M | 0.00% | +40,596+4.0% | Added |
| Geode Capital Management, LLC | 532,143 | $8.61M | 0.00% | +9,891+1.9% | Added |
| State Street Corp | 509,194 | $8.24M | 0.00% | −5,412−1.1% | Reduced |
| Fourthstone LLC | 443,933 | $7.18M | 1.78% | −107,080−19.4% | Reduced |
| Petiole USA ltd | 386,873 | $6.26M | 4.42% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 368,242 | $5.96M | 0.14% | +43,673+13.5% | Added |
| Nuveen, LLC | 557,504 | $5.68M | 0.00% | +557,504 | New |
| American Century Companies Inc | 336,603 | $5.45M | 0.00% | −6,590−1.9% | Reduced |
| Maltese Capital Management LLC | 288,456 | $4.67M | 0.76% | +87,456+43.5% | Added |
| Goldman Sachs Group Inc | 209,610 | $3.39M | 0.00% | −66,198−24.0% | Reduced |
| Huber Capital Management LLC | 202,467 | $3.28M | 0.62% | 00.0% | Unchanged |
| Northern Trust Corp | 189,025 | $3.06M | 0.00% | −7,862−4.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 181,640 | $2.94M | 0.01% | −2,700−1.5% | Reduced |
| Morgan Stanley | 176,196 | $2.85M | 0.00% | −2,785−1.6% | Reduced |
| Bridgeway Capital Management, LLC | 151,210 | $2.45M | 0.06% | +6,157+4.2% | Added |
| Citadel Advisors LLC | 142,035 | $2.30M | 0.00% | +23,732+20.1% | Added |
| EJF Capital LLC | 138,772 | $2.25M | 1.42% | −65,093−31.9% | Reduced |
| Russell Investments Group, Ltd. | 123,084 | $1.99M | 0.00% | +10.0% | Added |
| D. E. Shaw & Co., Inc. | 102,970 | $1.67M | 0.00% | +11,345+12.4% | Added |
| Millennium Management LLC | 93,819 | $1.52M | 0.00% | +1,343+1.5% | Added |
| Empowered Funds, LLC | 90,725 | $1.47M | 0.02% | +6,157+7.3% | Added |
| Acadian Asset Management LLC | 82,105 | $1.33M | 0.00% | +5,797+7.6% | Added |
| JPMorgan Chase & Co | 80,547 | $1.30M | 0.00% | −43,906−35.3% | Reduced |
| Two Sigma Advisers, LP | 79,900 | $1.29M | 0.00% | +20,400+34.3% | Added |
| Bank of New York Mellon Corp | 69,229 | $1.12M | 0.00% | −1,011−1.4% | Reduced |
| Mendon Capital Advisors Corp | 69,117 | $1.12M | 0.52% | +5,000+7.8% | Added |
| Two Sigma Investments, LP | 67,810 | $1.10M | 0.00% | +5,325+8.5% | Added |
| Charles Schwab Investment Management Inc | 65,650 | $1.06M | 0.00% | +34+0.1% | Added |
| Panagora Asset Management Inc | 64,949 | $1.05M | 0.01% | +23,083+55.1% | Added |
| Qube Research & Technologies Ltd | 61,454 | $994.3K | 0.00% | +32,840+114.8% | Added |
| Susquehanna International Group, LLP | 60,695 | $982.0K | 0.00% | +46,612+331.0% | Added |
| First Manhattan Co | 60,000 | $970.8K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 56,370 | $912.1K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 52,533 | $850.0K | 0.01% | −4,029−7.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 51,488 | $833.1K | 0.00% | +8,070+18.6% | Added |
| Mackenzie Financial Corp | 50,069 | $810.1K | 0.00% | +22,039+78.6% | Added |
| Arrowstreet Capital, Limited Partnership | 43,729 | $707.5K | 0.00% | −66,123−60.2% | Reduced |
| Stifel Financial Corp | 42,917 | $694.4K | 0.00% | +850+2.0% | Added |
| UBS Group AG | 36,737 | $594.4K | 0.00% | −98,774−72.9% | Reduced |
| Jane Street Group, LLC | 36,170 | $585.2K | 0.00% | +36,170 | New |
| Kingsview Wealth Management, LLC | 36,099 | $584.1K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 34,981 | $566.0K | 0.00% | −15,656−30.9% | Reduced |
| Renaissance Technologies LLC | 33,100 | $535.6K | 0.00% | −39,200−54.2% | Reduced |
| Invesco Ltd. | 33,075 | $535.2K | 0.00% | −5,067−13.3% | Reduced |
| Marshall Wace, LLP | 32,691 | $528.9K | 0.00% | +32,691 | New |
| Wells Fargo & Company | 28,998 | $469.2K | 0.00% | +302+1.1% | Added |
| AQR Capital Management LLC | 25,175 | $407.3K | 0.00% | +11,794+88.1% | Added |
| Man Group plc | 25,052 | $405.3K | 0.00% | +12,098+93.4% | Added |
| Cubist Systematic Strategies, LLC | 24,547 | $397.2K | 0.01% | +744+3.1% | Added |
| Prudential Financial Inc | 24,040 | $389.0K | 0.00% | +11,160+86.6% | Added |
| Barclays PLC | 22,895 | $370.4K | 0.00% | −11,408−33.3% | Reduced |
| Los Angeles Capital Management LLC | 22,457 | $363.4K | 0.00% | −3,280−12.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 22,070 | $357.1K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 22,033 | $356.5K | 0.00% | −8,407−27.6% | Reduced |
| STRS Ohio | 21,000 | $339.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,817 | $320.6K | 0.00% | +19,817 | New |
| Cetera Investment Advisers | 19,486 | $315.3K | 0.00% | −87−0.4% | Reduced |
| RMB Capital Management, LLC | 19,117 | $309.3K | 0.01% | +5,000+35.4% | Added |
| Bailard, Inc. | 18,627 | $301.4K | 0.01% | +18,627 | New |
| Franklin Resources Inc | 18,160 | $293.8K | 0.00% | +18,160 | New |
| Alliancebernstein L.P. | 17,950 | $290.4K | 0.00% | −199,712−91.8% | Reduced |
| Martingale Asset Management L P | 17,730 | $286.9K | 0.01% | +17,730 | New |
| Truist Financial Corp | 17,496 | $283.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 17,224 | $278.7K | 0.00% | −1,661−8.8% | Reduced |
| Black Maple Capital Management LP | 17,126 | $277.1K | 0.22% | +17,126 | New |
| LPL Financial LLC | 16,257 | $263.0K | 0.00% | −2,445−13.1% | Reduced |
| Deutsche Bank AG | 15,392 | $249.0K | 0.00% | −471−3.0% | Reduced |
| Partners in Financial Planning | 14,547 | $235.4K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 13,850 | $224.1K | 0.00% | −97−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,636 | $220.6K | 0.00% | +546+4.2% | Added |
| Savant Capital, LLC | 13,623 | $220.4K | 0.00% | −508−3.6% | Reduced |
| Engineers Gate Manager LP | 12,923 | $209.1K | 0.00% | +12,923 | New |
| Intech Investment Management LLC | 12,798 | $207.1K | 0.00% | +12,798 | New |
| MetLife Investment Management | 12,382 | $200.3K | 0.00% | −329−2.6% | Reduced |
| Corebridge Financial, Inc. | 11,174 | $180.8K | 0.00% | −166−1.5% | Reduced |
| Group One Trading, L.P. | 10,361 | $167.6K | 0.01% | +10,361 | New |
| New York State Common Retirement Fund | 8,931 | $144.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,625 | $140.0K | 0.00% | −1,213−12.3% | Reduced |
| Royal Bank of Canada | 8,569 | $139.0K | 0.00% | −1,266−12.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,896 | $95.4K | 0.00% | −5,264−47.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $88.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,289 | $85.6K | 0.00% | −972−15.5% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $70.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,150 | $51.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,047 | $33.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $32.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,768 | $28.6K | 0.00% | +636+56.2% | Added |
| California State Teachers Retirement System | 1,653 | $26.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,490 | $21.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,323 | $21.0K | 0.00% | +1,001+310.9% | Added |
| Larson Financial Group LLC | 1,269 | $20.5K | 0.00% | +30+2.4% | Added |
| Coldstream Capital Management Inc | 1,164 | $18.8K | 0.00% | +1,164 | New |
| Geneos Wealth Management Inc. | 1,091 | $17.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 892 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 800 | $12.9K | 0.00% | −512−39.0% | Reduced |
| Versant Capital Management, Inc | 742 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 700 | $11.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 555 | $8.98K | 0.00% | −140−20.1% | Reduced |