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 |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | +5+62.5% | Added |
| Farther Finance Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $191 | 0.00% | +11 | New |
| Smartleaf Asset Management LLC | 41 | $715 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $746 | 0.00% | +43 | New |
| IFP Advisors, Inc | 39 | $850 | 0.00% | +39 | New |
| True Wealth Design, LLC | 54 | $937 | 0.00% | +54 | New |
| Clearstead Advisors, LLC | 59 | $1.02K | 0.00% | +59 | New |
| Allworth Financial LP | 63 | $1.09K | 0.00% | +63 | New |
| WPG Advisers, LLC | 72 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $1.39K | 0.00% | +40+100.0% | Added |
| Harbor Capital Advisors, Inc. | 170 | $3.00K | 0.00% | +66+63.5% | Added |
| Fortitude Family Office, LLC | 228 | $3.95K | 0.00% | −77−25.2% | Reduced |
| Essential Partners LLC | 254 | $4.40K | 0.00% | +254 | New |
| The PNC Financial Services Group, Inc. | 363 | $6.29K | 0.00% | +363 | New |
| GAMMA Investing LLC | 371 | $6.43K | 0.00% | +327+743.2% | Added |
| Sterling Capital Management LLC | 521 | $9.03K | 0.00% | +127+32.2% | Added |
| Federated Hermes, Inc. | 549 | $9.52K | 0.00% | +303+123.2% | Added |
| Nisa Investment Advisors, LLC | 714 | $12.4K | 0.00% | +14+2.0% | Added |
| Versant Capital Management, Inc | 742 | $12.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 892 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,015 | $17.6K | 0.00% | +995+4,975.0% | Added |
| Advisor Group Holdings, Inc. | 1,217 | $21.1K | 0.00% | +417+52.1% | Added |
| Larson Financial Group LLC | 1,239 | $21.5K | 0.00% | −30−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,490 | $25.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,653 | $28.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $34.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,132 | $37.0K | 0.00% | +85+4.2% | Added |
| CWM, LLC | 2,171 | $38.0K | 0.00% | +848+64.1% | Added |
| Geneos Wealth Management Inc. | 2,625 | $45.5K | 0.00% | +1,534+140.6% | Added |
| New York State Common Retirement Fund | 3,131 | $54.3K | 0.00% | −5,800−64.9% | Reduced |
| Salem Investment Counselors Inc | 3,150 | $54.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,268 | $56.7K | 0.00% | +3,268 | New |
| Tower Research Capital LLC (TRC) | 3,776 | $65.5K | 0.00% | +2,008+113.6% | Added |
| BNP Paribas Arbitrage, SA | 3,858 | $66.9K | 0.00% | −2,038−34.6% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $78.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,245 | $90.9K | 0.00% | −44−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,477 | $95.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 6,236 | $108.1K | 0.00% | +6,236 | New |
| rhino investment partners, Inc | 6,909 | $119.8K | 0.03% | +6,909 | New |
| Royal Bank of Canada | 7,655 | $134.0K | 0.00% | −914−10.7% | Reduced |
| Citigroup Inc | 9,272 | $160.8K | 0.00% | −7,952−46.2% | Reduced |
| Price T Rowe Associates Inc | 10,556 | $184.0K | 0.00% | +10,556 | New |
| Salzhauer Michael | 10,744 | $186.3K | 0.12% | +10,744 | New |
| Millennium Management LLC | 11,213 | $194.4K | 0.00% | −82,606−88.0% | Reduced |
| Savant Capital, LLC | 12,379 | $214.7K | 0.00% | −1,244−9.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,562 | $217.8K | 0.00% | −1,074−7.9% | Reduced |
| MetLife Investment Management | 13,692 | $237.4K | 0.00% | +1,310+10.6% | Added |
| Partners in Financial Planning | 14,547 | $252.2K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,780 | $256.3K | 0.00% | +930+6.7% | Added |
| Engineers Gate Manager LP | 15,095 | $261.7K | 0.00% | +2,172+16.8% | Added |
| Deutsche Bank AG | 15,896 | $275.6K | 0.00% | +504+3.3% | Added |
| Campbell & CO Investment Adviser LLC | 16,909 | $293.2K | 0.02% | +16,909 | New |
| Black Maple Capital Management LP | 17,126 | $297.0K | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 17,496 | $303.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,204 | $315.7K | 0.00% | +44+0.2% | Added |
| Los Angeles Capital Management LLC | 18,512 | $321.0K | 0.00% | −3,945−17.6% | Reduced |
| Creative Planning | 19,015 | $329.7K | 0.00% | +19,015 | New |
| Cetera Investment Advisers | 19,456 | $337.4K | 0.00% | −30−0.2% | Reduced |
| STRS Ohio | 19,500 | $338.1K | 0.00% | −1,500−7.1% | Reduced |
| Captrust Financial Advisors | 20,109 | $348.7K | 0.00% | +292+1.5% | Added |
| LPL Financial LLC | 21,357 | $370.3K | 0.00% | +5,100+31.4% | Added |
| Emerald Mutual Fund Advisers Trust | 22,070 | $382.7K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,340 | $422.1K | 0.00% | +6,390+35.6% | Added |
| Wells Fargo & Company | 30,127 | $522.4K | 0.00% | +1,129+3.9% | Added |
| Susquehanna International Group, LLP | 30,300 | $525.4K | 0.00% | −30,395−50.1% | Reduced |
| Invesco Ltd. | 30,418 | $527.4K | 0.00% | −2,657−8.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,987 | $554.7K | 0.00% | −19,501−37.9% | Reduced |
| Prudential Financial Inc | 32,070 | $556.1K | 0.00% | +8,030+33.4% | Added |
| Bank of America Corp | 33,796 | $586.0K | 0.00% | +11,763+53.4% | Added |
| Rhumbline Advisers | 35,081 | $608.3K | 0.00% | +100+0.3% | Added |
| Kingsview Wealth Management, LLC | 35,099 | $608.6K | 0.01% | −1,000−2.8% | Reduced |
| Barclays PLC | 38,136 | $661.3K | 0.00% | +15,241+66.6% | Added |
| AQR Capital Management LLC | 38,964 | $675.6K | 0.00% | +13,789+54.8% | Added |
| UBS Group AG | 39,872 | $691.4K | 0.00% | +3,135+8.5% | Added |
| Stifel Financial Corp | 42,915 | $744.1K | 0.00% | −20.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,795 | $811.4K | 0.00% | +3,066+7.0% | Added |
| Nuveen, LLC | 47,556 | $824.6K | 0.00% | −509,948−91.5% | Reduced |
| Jane Street Group, LLC | 47,971 | $831.8K | 0.00% | +11,801+32.6% | Added |
| Qube Research & Technologies Ltd | 48,609 | $842.9K | 0.00% | −12,845−20.9% | Reduced |
| Trexquant Investment LP | 50,651 | $878.3K | 0.01% | −1,882−3.6% | Reduced |
| Two Sigma Investments, LP | 51,694 | $896.4K | 0.00% | −16,116−23.8% | Reduced |
| Group One Trading, L.P. | 52,661 | $913.1K | 0.03% | +42,300+408.3% | Added |
| JPMorgan Chase & Co | 53,852 | $933.8K | 0.00% | −26,695−33.1% | Reduced |
| First Manhattan Co | 60,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 62,500 | $1.08M | 0.83% | +62,500 | New |
| Renaissance Technologies LLC | 63,000 | $1.09M | 0.00% | +29,900+90.3% | Added |
| Two Sigma Advisers, LP | 64,300 | $1.11M | 0.00% | −15,600−19.5% | Reduced |
| Charles Schwab Investment Management Inc | 67,533 | $1.17M | 0.00% | +1,883+2.9% | Added |
| Ameriprise Financial Inc | 68,570 | $1.19M | 0.00% | +12,200+21.6% | Added |
| Bank of New York Mellon Corp | 71,284 | $1.24M | 0.00% | +2,055+3.0% | Added |
| Panagora Asset Management Inc | 79,152 | $1.37M | 0.01% | +14,203+21.9% | Added |
| D. E. Shaw & Co., Inc. | 80,641 | $1.40M | 0.00% | −22,329−21.7% | Reduced |
| Acadian Asset Management LLC | 90,022 | $1.56M | 0.00% | +7,917+9.6% | Added |
| RMB Capital Management, LLC | 93,295 | $1.62M | 0.03% | +74,178+388.0% | Added |
| Empowered Funds, LLC | 99,628 | $1.73M | 0.02% | +8,903+9.8% | Added |
| Russell Investments Group, Ltd. | 102,318 | $1.77M | 0.00% | −20,766−16.9% | Reduced |
| EJF Capital LLC | 129,542 | $2.25M | 1.79% | −9,230−6.7% | Reduced |
| Diversified Trust Co | 134,098 | $2.33M | 0.05% | +134,098 | New |
| Mendon Capital Advisors Corp | 142,392 | $2.47M | 1.24% | +73,275+106.0% | Added |