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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 521 | $9.03K | 0.00% | +127+32.2% | Added |
| GAMMA Investing LLC | 371 | $6.43K | 0.00% | +327+743.2% | Added |
| The PNC Financial Services Group, Inc. | 363 | $6.29K | 0.00% | +363 | New |
| Essential Partners LLC | 254 | $4.40K | 0.00% | +254 | New |
| Fortitude Family Office, LLC | 228 | $3.95K | 0.00% | −77−25.2% | Reduced |
| Harbor Capital Advisors, Inc. | 170 | $3.00K | 0.00% | +66+63.5% | Added |
| Rothschild Investment LLC | 80 | $1.39K | 0.00% | +40+100.0% | Added |
| WPG Advisers, LLC | 72 | $1.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $1.09K | 0.00% | +63 | New |
| Clearstead Advisors, LLC | 59 | $1.02K | 0.00% | +59 | New |
| True Wealth Design, LLC | 54 | $937 | 0.00% | +54 | New |
| IFP Advisors, Inc | 39 | $850 | 0.00% | +39 | New |
| UMA Financial Services, Inc. | 43 | $746 | 0.00% | +43 | New |
| Smartleaf Asset Management LLC | 41 | $715 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $191 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | +5+62.5% | Added |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −50,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,691−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −25,052−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,547−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −18,627−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −17,730−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,798−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −11,174−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −409−100.0% | Sold out |