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.
Q2 2025 vs. Q1 2025
How the institutions holding Carter Bankshares, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 112 | 117 | +5 |
| Shares | 11.3M | 11.2M | −57.0K (−0.5%) |
| Value | $179.1M | $194.5M | +$15.4M (+8.6%) |
New holders (17)
Institutions that held Carter Bankshares, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Diversified Trust Co | 134,098 | $2.33M | 0.05% |
| Oppenheimer & Close, LLC | 62,500 | $1.08M | 0.83% |
| Creative Planning | 19,015 | $329.7K | 0.00% |
| Campbell & CO Investment Adviser LLC | 16,909 | $293.2K | 0.02% |
| Salzhauer Michael | 10,744 | $186.3K | 0.12% |
| Price T Rowe Associates Inc | 10,556 | $184.0K | 0.00% |
| rhino investment partners, Inc | 6,909 | $119.8K | 0.03% |
| Raymond James Financial Inc | 6,236 | $108.1K | 0.00% |
| Global Retirement Partners, LLC | 3,268 | $56.7K | 0.00% |
| The PNC Financial Services Group, Inc. | 363 | $6.29K | 0.00% |
| Essential Partners LLC | 254 | $4.40K | 0.00% |
| Allworth Financial LP | 63 | $1.09K | 0.00% |
| Clearstead Advisors, LLC | 59 | $1.02K | 0.00% |
| True Wealth Design, LLC | 54 | $937 | 0.00% |
| IFP Advisors, Inc | 39 | $850 | 0.00% |
| UMA Financial Services, Inc. | 43 | $746 | 0.00% |
| Parallel Advisors, LLC | 11 | $191 | 0.00% |
Sold out (12)
Institutions that held Carter Bankshares, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Mackenzie Financial Corp | 50,069 | $810.1K |
| Marshall Wace, LLP | 32,691 | $528.9K |
| Man Group plc | 25,052 | $405.3K |
| Cubist Systematic Strategies, LLC | 24,547 | $397.2K |
| Bailard, Inc. | 18,627 | $301.4K |
| Martingale Asset Management L P | 17,730 | $286.9K |
| Intech Investment Management LLC | 12,798 | $207.1K |
| Corebridge Financial, Inc. | 11,174 | $180.8K |
| SG Americas Securities, LLC | 8,625 | $140.0K |
| Coldstream Capital Management Inc | 1,164 | $18.8K |
| Point72 Asia (Singapore) Pte. Ltd. | 555 | $8.98K |
| Point72 (DIFC) Ltd | 409 | $6.62K |