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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | +4+100.0% | Added |
| Farther Finance Advisors, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $324 | 0.00% | −6−23.1% | Reduced |
| Rothschild Investment LLC | 40 | $647 | 0.00% | +15+60.0% | Added |
| Smartleaf Asset Management LLC | 41 | $669 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 44 | $712 | 0.00% | −3−6.4% | Reduced |
| WPG Advisers, LLC | 72 | $1.17K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 104 | $2.00K | 0.00% | −147−58.6% | Reduced |
| Federated Hermes, Inc. | 246 | $3.98K | 0.00% | +246 | New |
| Fortitude Family Office, LLC | 305 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 394 | $6.38K | 0.00% | −337−46.1% | Reduced |
| Point72 (DIFC) Ltd | 409 | $6.62K | 0.00% | −589−59.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 555 | $8.98K | 0.00% | −140−20.1% | Reduced |
| Nisa Investment Advisors, LLC | 700 | $11.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 800 | $12.9K | 0.00% | −512−39.0% | Reduced |
| Amalgamated Bank | 892 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,091 | $17.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,164 | $18.8K | 0.00% | +1,164 | New |
| Larson Financial Group LLC | 1,269 | $20.5K | 0.00% | +30+2.4% | Added |
| CWM, LLC | 1,323 | $21.0K | 0.00% | +1,001+310.9% | Added |
| CIBC Private Wealth Group, LLC | 1,490 | $21.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,653 | $26.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,768 | $28.6K | 0.00% | +636+56.2% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $32.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,047 | $33.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,150 | $51.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $70.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,289 | $85.6K | 0.00% | −972−15.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $88.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,896 | $95.4K | 0.00% | −5,264−47.2% | Reduced |
| Royal Bank of Canada | 8,569 | $139.0K | 0.00% | −1,266−12.9% | Reduced |
| SG Americas Securities, LLC | 8,625 | $140.0K | 0.00% | −1,213−12.3% | Reduced |
| New York State Common Retirement Fund | 8,931 | $144.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,361 | $167.6K | 0.01% | +10,361 | New |
| Corebridge Financial, Inc. | 11,174 | $180.8K | 0.00% | −166−1.5% | Reduced |
| MetLife Investment Management | 12,382 | $200.3K | 0.00% | −329−2.6% | Reduced |
| Intech Investment Management LLC | 12,798 | $207.1K | 0.00% | +12,798 | New |
| Engineers Gate Manager LP | 12,923 | $209.1K | 0.00% | +12,923 | New |
| Savant Capital, LLC | 13,623 | $220.4K | 0.00% | −508−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,636 | $220.6K | 0.00% | +546+4.2% | Added |
| First Trust Advisors LP | 13,850 | $224.1K | 0.00% | −97−0.7% | Reduced |
| Partners in Financial Planning | 14,547 | $235.4K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,392 | $249.0K | 0.00% | −471−3.0% | Reduced |
| LPL Financial LLC | 16,257 | $263.0K | 0.00% | −2,445−13.1% | Reduced |
| Black Maple Capital Management LP | 17,126 | $277.1K | 0.22% | +17,126 | New |
| Citigroup Inc | 17,224 | $278.7K | 0.00% | −1,661−8.8% | Reduced |
| Truist Financial Corp | 17,496 | $283.1K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 17,730 | $286.9K | 0.01% | +17,730 | New |
| Alliancebernstein L.P. | 17,950 | $290.4K | 0.00% | −199,712−91.8% | Reduced |
| Franklin Resources Inc | 18,160 | $293.8K | 0.00% | +18,160 | New |
| Bailard, Inc. | 18,627 | $301.4K | 0.01% | +18,627 | New |
| RMB Capital Management, LLC | 19,117 | $309.3K | 0.01% | +5,000+35.4% | Added |
| Cetera Investment Advisers | 19,486 | $315.3K | 0.00% | −87−0.4% | Reduced |
| Captrust Financial Advisors | 19,817 | $320.6K | 0.00% | +19,817 | New |
| STRS Ohio | 21,000 | $339.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 22,033 | $356.5K | 0.00% | −8,407−27.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 22,070 | $357.1K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 22,457 | $363.4K | 0.00% | −3,280−12.7% | Reduced |
| Barclays PLC | 22,895 | $370.4K | 0.00% | −11,408−33.3% | Reduced |
| Prudential Financial Inc | 24,040 | $389.0K | 0.00% | +11,160+86.6% | Added |
| Cubist Systematic Strategies, LLC | 24,547 | $397.2K | 0.01% | +744+3.1% | Added |
| Man Group plc | 25,052 | $405.3K | 0.00% | +12,098+93.4% | Added |
| AQR Capital Management LLC | 25,175 | $407.3K | 0.00% | +11,794+88.1% | Added |
| Wells Fargo & Company | 28,998 | $469.2K | 0.00% | +302+1.1% | Added |
| Marshall Wace, LLP | 32,691 | $528.9K | 0.00% | +32,691 | New |
| Invesco Ltd. | 33,075 | $535.2K | 0.00% | −5,067−13.3% | Reduced |
| Renaissance Technologies LLC | 33,100 | $535.6K | 0.00% | −39,200−54.2% | Reduced |
| Rhumbline Advisers | 34,981 | $566.0K | 0.00% | −15,656−30.9% | Reduced |
| Kingsview Wealth Management, LLC | 36,099 | $584.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,170 | $585.2K | 0.00% | +36,170 | New |
| UBS Group AG | 36,737 | $594.4K | 0.00% | −98,774−72.9% | Reduced |
| Stifel Financial Corp | 42,917 | $694.4K | 0.00% | +850+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 43,729 | $707.5K | 0.00% | −66,123−60.2% | Reduced |
| Mackenzie Financial Corp | 50,069 | $810.1K | 0.00% | +22,039+78.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,488 | $833.1K | 0.00% | +8,070+18.6% | Added |
| Trexquant Investment LP | 52,533 | $850.0K | 0.01% | −4,029−7.1% | Reduced |
| Ameriprise Financial Inc | 56,370 | $912.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 60,000 | $970.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 60,695 | $982.0K | 0.00% | +46,612+331.0% | Added |
| Qube Research & Technologies Ltd | 61,454 | $994.3K | 0.00% | +32,840+114.8% | Added |
| Panagora Asset Management Inc | 64,949 | $1.05M | 0.01% | +23,083+55.1% | Added |
| Charles Schwab Investment Management Inc | 65,650 | $1.06M | 0.00% | +34+0.1% | Added |
| Two Sigma Investments, LP | 67,810 | $1.10M | 0.00% | +5,325+8.5% | Added |
| Mendon Capital Advisors Corp | 69,117 | $1.12M | 0.52% | +5,000+7.8% | Added |
| Bank of New York Mellon Corp | 69,229 | $1.12M | 0.00% | −1,011−1.4% | Reduced |
| Two Sigma Advisers, LP | 79,900 | $1.29M | 0.00% | +20,400+34.3% | Added |
| JPMorgan Chase & Co | 80,547 | $1.30M | 0.00% | −43,906−35.3% | Reduced |
| Acadian Asset Management LLC | 82,105 | $1.33M | 0.00% | +5,797+7.6% | Added |
| Empowered Funds, LLC | 90,725 | $1.47M | 0.02% | +6,157+7.3% | Added |
| Millennium Management LLC | 93,819 | $1.52M | 0.00% | +1,343+1.5% | Added |
| D. E. Shaw & Co., Inc. | 102,970 | $1.67M | 0.00% | +11,345+12.4% | Added |
| Russell Investments Group, Ltd. | 123,084 | $1.99M | 0.00% | +10.0% | Added |
| EJF Capital LLC | 138,772 | $2.25M | 1.42% | −65,093−31.9% | Reduced |
| Citadel Advisors LLC | 142,035 | $2.30M | 0.00% | +23,732+20.1% | Added |
| Bridgeway Capital Management, LLC | 151,210 | $2.45M | 0.06% | +6,157+4.2% | Added |
| Morgan Stanley | 176,196 | $2.85M | 0.00% | −2,785−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 181,640 | $2.94M | 0.01% | −2,700−1.5% | Reduced |
| Northern Trust Corp | 189,025 | $3.06M | 0.00% | −7,862−4.0% | Reduced |
| Huber Capital Management LLC | 202,467 | $3.28M | 0.62% | 00.0% | Unchanged |