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, Q2 2025
Institutional positions in Carter Bankshares, Inc. as of Jun 30, 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
- 117
- +5 vs. Q1 2025
- Shares held
- 11.2M
- −57.0K (−0.5%) vs. Q1 2025
- Total value
- $194.5M
- +$15.4M (+8.6%) vs. Q1 2025
- New holders
- 17
- 52 more added
- Sold out
- 12
- 31 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,684,952 | $29.2M | 0.00% | −78,458−4.4% | Reduced |
| Vanguard Group Inc | 1,286,668 | $22.3M | 0.00% | −5,493−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,105,434 | $19.2M | 0.00% | +48,850+4.6% | Added |
| Fourthstone LLC | 583,893 | $10.1M | 1.99% | +139,960+31.5% | Added |
| Geode Capital Management, LLC | 535,672 | $9.29M | 0.00% | +3,529+0.7% | Added |
| State Street Corp | 513,397 | $8.90M | 0.00% | +4,203+0.8% | Added |
| Kennedy Capital Management, Inc. | 390,557 | $6.77M | 0.16% | +22,315+6.1% | Added |
| Petiole USA ltd | 386,873 | $6.71M | 4.75% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 364,972 | $6.33M | 0.89% | +76,516+26.5% | Added |
| American Century Companies Inc | 349,538 | $6.06M | 0.00% | +12,935+3.8% | Added |
| Morgan Stanley | 231,982 | $4.02M | 0.00% | +55,786+31.7% | Added |
| Goldman Sachs Group Inc | 213,317 | $3.70M | 0.00% | +3,707+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 213,020 | $3.69M | 0.01% | +31,380+17.3% | Added |
| Huber Capital Management LLC | 190,553 | $3.30M | 0.56% | −11,914−5.9% | Reduced |
| Northern Trust Corp | 187,652 | $3.25M | 0.00% | −1,373−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 160,113 | $2.78M | 0.07% | +8,903+5.9% | Added |
| Citadel Advisors LLC | 144,321 | $2.50M | 0.00% | +2,286+1.6% | Added |
| Mendon Capital Advisors Corp | 142,392 | $2.47M | 1.24% | +73,275+106.0% | Added |
| Diversified Trust Co | 134,098 | $2.33M | 0.05% | +134,098 | New |
| EJF Capital LLC | 129,542 | $2.25M | 1.79% | −9,230−6.7% | Reduced |
| Russell Investments Group, Ltd. | 102,318 | $1.77M | 0.00% | −20,766−16.9% | Reduced |
| Empowered Funds, LLC | 99,628 | $1.73M | 0.02% | +8,903+9.8% | Added |
| RMB Capital Management, LLC | 93,295 | $1.62M | 0.03% | +74,178+388.0% | Added |
| Acadian Asset Management LLC | 90,022 | $1.56M | 0.00% | +7,917+9.6% | Added |
| D. E. Shaw & Co., Inc. | 80,641 | $1.40M | 0.00% | −22,329−21.7% | Reduced |
| Panagora Asset Management Inc | 79,152 | $1.37M | 0.01% | +14,203+21.9% | Added |
| Bank of New York Mellon Corp | 71,284 | $1.24M | 0.00% | +2,055+3.0% | Added |
| Ameriprise Financial Inc | 68,570 | $1.19M | 0.00% | +12,200+21.6% | Added |
| Charles Schwab Investment Management Inc | 67,533 | $1.17M | 0.00% | +1,883+2.9% | Added |
| Two Sigma Advisers, LP | 64,300 | $1.11M | 0.00% | −15,600−19.5% | Reduced |
| Renaissance Technologies LLC | 63,000 | $1.09M | 0.00% | +29,900+90.3% | Added |
| Oppenheimer & Close, LLC | 62,500 | $1.08M | 0.83% | +62,500 | New |
| First Manhattan Co | 60,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 53,852 | $933.8K | 0.00% | −26,695−33.1% | Reduced |
| Group One Trading, L.P. | 52,661 | $913.1K | 0.03% | +42,300+408.3% | Added |
| Two Sigma Investments, LP | 51,694 | $896.4K | 0.00% | −16,116−23.8% | Reduced |
| Trexquant Investment LP | 50,651 | $878.3K | 0.01% | −1,882−3.6% | Reduced |
| Qube Research & Technologies Ltd | 48,609 | $842.9K | 0.00% | −12,845−20.9% | Reduced |
| Jane Street Group, LLC | 47,971 | $831.8K | 0.00% | +11,801+32.6% | Added |
| Nuveen, LLC | 47,556 | $824.6K | 0.00% | −509,948−91.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,795 | $811.4K | 0.00% | +3,066+7.0% | Added |
| Stifel Financial Corp | 42,915 | $744.1K | 0.00% | −20.0% | Reduced |
| UBS Group AG | 39,872 | $691.4K | 0.00% | +3,135+8.5% | Added |
| AQR Capital Management LLC | 38,964 | $675.6K | 0.00% | +13,789+54.8% | Added |
| Barclays PLC | 38,136 | $661.3K | 0.00% | +15,241+66.6% | Added |
| Kingsview Wealth Management, LLC | 35,099 | $608.6K | 0.01% | −1,000−2.8% | Reduced |
| Rhumbline Advisers | 35,081 | $608.3K | 0.00% | +100+0.3% | Added |
| Bank of America Corp | 33,796 | $586.0K | 0.00% | +11,763+53.4% | Added |
| Prudential Financial Inc | 32,070 | $556.1K | 0.00% | +8,030+33.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,987 | $554.7K | 0.00% | −19,501−37.9% | Reduced |
| Invesco Ltd. | 30,418 | $527.4K | 0.00% | −2,657−8.0% | Reduced |
| Susquehanna International Group, LLP | 30,300 | $525.4K | 0.00% | −30,395−50.1% | Reduced |
| Wells Fargo & Company | 30,127 | $522.4K | 0.00% | +1,129+3.9% | Added |
| Alliancebernstein L.P. | 24,340 | $422.1K | 0.00% | +6,390+35.6% | Added |
| Emerald Mutual Fund Advisers Trust | 22,070 | $382.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 21,357 | $370.3K | 0.00% | +5,100+31.4% | Added |
| Captrust Financial Advisors | 20,109 | $348.7K | 0.00% | +292+1.5% | Added |
| STRS Ohio | 19,500 | $338.1K | 0.00% | −1,500−7.1% | Reduced |
| Cetera Investment Advisers | 19,456 | $337.4K | 0.00% | −30−0.2% | Reduced |
| Creative Planning | 19,015 | $329.7K | 0.00% | +19,015 | New |
| Los Angeles Capital Management LLC | 18,512 | $321.0K | 0.00% | −3,945−17.6% | Reduced |
| Franklin Resources Inc | 18,204 | $315.7K | 0.00% | +44+0.2% | Added |
| Truist Financial Corp | 17,496 | $303.4K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 17,126 | $297.0K | 0.21% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 16,909 | $293.2K | 0.02% | +16,909 | New |
| Deutsche Bank AG | 15,896 | $275.6K | 0.00% | +504+3.3% | Added |
| Engineers Gate Manager LP | 15,095 | $261.7K | 0.00% | +2,172+16.8% | Added |
| First Trust Advisors LP | 14,780 | $256.3K | 0.00% | +930+6.7% | Added |
| Partners in Financial Planning | 14,547 | $252.2K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 13,692 | $237.4K | 0.00% | +1,310+10.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,562 | $217.8K | 0.00% | −1,074−7.9% | Reduced |
| Savant Capital, LLC | 12,379 | $214.7K | 0.00% | −1,244−9.1% | Reduced |
| Millennium Management LLC | 11,213 | $194.4K | 0.00% | −82,606−88.0% | Reduced |
| Salzhauer Michael | 10,744 | $186.3K | 0.12% | +10,744 | New |
| Price T Rowe Associates Inc | 10,556 | $184.0K | 0.00% | +10,556 | New |
| Citigroup Inc | 9,272 | $160.8K | 0.00% | −7,952−46.2% | Reduced |
| Royal Bank of Canada | 7,655 | $134.0K | 0.00% | −914−10.7% | Reduced |
| rhino investment partners, Inc | 6,909 | $119.8K | 0.03% | +6,909 | New |
| Raymond James Financial Inc | 6,236 | $108.1K | 0.00% | +6,236 | New |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $95.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,245 | $90.9K | 0.00% | −44−0.8% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $78.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,858 | $66.9K | 0.00% | −2,038−34.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,776 | $65.5K | 0.00% | +2,008+113.6% | Added |
| Global Retirement Partners, LLC | 3,268 | $56.7K | 0.00% | +3,268 | New |
| Salem Investment Counselors Inc | 3,150 | $54.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,131 | $54.3K | 0.00% | −5,800−64.9% | Reduced |
| Geneos Wealth Management Inc. | 2,625 | $45.5K | 0.00% | +1,534+140.6% | Added |
| CWM, LLC | 2,171 | $38.0K | 0.00% | +848+64.1% | Added |
| Legal & General Group Plc | 2,132 | $37.0K | 0.00% | +85+4.2% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $34.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,653 | $28.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,490 | $25.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $21.5K | 0.00% | −30−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,217 | $21.1K | 0.00% | +417+52.1% | Added |
| EverSource Wealth Advisors, LLC | 1,015 | $17.6K | 0.00% | +995+4,975.0% | Added |
| Amalgamated Bank | 892 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 714 | $12.4K | 0.00% | +14+2.0% | Added |
| Federated Hermes, Inc. | 549 | $9.52K | 0.00% | +303+123.2% | Added |