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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 209,610 | $3.39M | 0.00% | −66,198−24.0% | Reduced |
| Maltese Capital Management LLC | 288,456 | $4.67M | 0.76% | +87,456+43.5% | Added |
| American Century Companies Inc | 336,603 | $5.45M | 0.00% | −6,590−1.9% | Reduced |
| Nuveen, LLC | 557,504 | $5.68M | 0.00% | +557,504 | New |
| Kennedy Capital Management, Inc. | 368,242 | $5.96M | 0.14% | +43,673+13.5% | Added |
| Petiole USA ltd | 386,873 | $6.26M | 4.42% | 00.0% | Unchanged |
| Fourthstone LLC | 443,933 | $7.18M | 1.78% | −107,080−19.4% | Reduced |
| State Street Corp | 509,194 | $8.24M | 0.00% | −5,412−1.1% | Reduced |
| Geode Capital Management, LLC | 532,143 | $8.61M | 0.00% | +9,891+1.9% | Added |
| Dimensional Fund Advisors LP | 1,056,584 | $17.1M | 0.00% | +40,596+4.0% | Added |
| Vanguard Group Inc | 1,292,161 | $20.9M | 0.00% | +15,221+1.2% | Added |
| BlackRock, Inc. | 1,763,410 | $28.5M | 0.00% | +17,133+1.0% | Added |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,153−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |