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, Q3 2025
Institutional positions in Carter Bankshares, Inc. as of Sep 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
- 122
- +5 vs. Q2 2025
- Shares held
- 11.5M
- +298.4K (+2.7%) vs. Q2 2025
- Total value
- $223.5M
- +$29.0M (+14.9%) vs. Q2 2025
- New holders
- 12
- 42 more added
- Sold out
- 7
- 36 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,684,065 | $32.7M | 0.00% | −887−0.1% | Reduced |
| Vanguard Group Inc | 1,284,214 | $24.9M | 0.00% | −2,454−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,130,055 | $21.9M | 0.00% | +24,621+2.2% | Added |
| Fourthstone LLC | 1,038,543 | $20.2M | 3.61% | +454,650+77.9% | Added |
| Geode Capital Management, LLC | 529,448 | $10.3M | 0.00% | −6,224−1.2% | Reduced |
| State Street Corp | 526,895 | $10.2M | 0.00% | +13,498+2.6% | Added |
| Kennedy Capital Management, Inc. | 441,076 | $8.56M | 0.19% | +50,519+12.9% | Added |
| American Century Companies Inc | 413,201 | $8.02M | 0.00% | +63,663+18.2% | Added |
| Petiole USA ltd | 386,873 | $7.51M | 5.19% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 369,000 | $7.16M | 1.08% | +4,028+1.1% | Added |
| Goldman Sachs Group Inc | 270,629 | $5.25M | 0.00% | +57,312+26.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 191,238 | $3.71M | 0.01% | −21,782−10.2% | Reduced |
| Huber Capital Management LLC | 190,553 | $3.70M | 0.59% | 00.0% | Unchanged |
| Northern Trust Corp | 182,349 | $3.54M | 0.00% | −5,303−2.8% | Reduced |
| Morgan Stanley | 174,245 | $3.38M | 0.00% | −57,737−24.9% | Reduced |
| EJF Capital LLC | 160,505 | $3.12M | 1.81% | +30,963+23.9% | Added |
| Diversified Trust Co | 134,098 | $2.60M | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 123,654 | $2.40M | 0.00% | +21,336+20.9% | Added |
| Mendon Capital Advisors Corp | 117,392 | $2.28M | 1.04% | −25,000−17.6% | Reduced |
| Bridgeway Capital Management, LLC | 109,013 | $2.12M | 0.05% | −51,100−31.9% | Reduced |
| Acadian Asset Management LLC | 105,322 | $2.04M | 0.00% | +15,300+17.0% | Added |
| RMB Capital Management, LLC | 93,306 | $1.81M | 0.03% | +110.0% | Added |
| First Trust Advisors LP | 82,410 | $1.60M | 0.00% | +67,630+457.6% | Added |
| D. E. Shaw & Co., Inc. | 75,567 | $1.47M | 0.00% | −5,074−6.3% | Reduced |
| Bank of New York Mellon Corp | 72,399 | $1.41M | 0.00% | +1,115+1.6% | Added |
| Charles Schwab Investment Management Inc | 67,625 | $1.31M | 0.00% | +92+0.1% | Added |
| Empowered Funds, LLC | 64,628 | $1.25M | 0.01% | −35,000−35.1% | Reduced |
| Panagora Asset Management Inc | 64,339 | $1.25M | 0.01% | −14,813−18.7% | Reduced |
| Two Sigma Investments, LP | 63,637 | $1.24M | 0.00% | +11,943+23.1% | Added |
| Oppenheimer & Close, LLC | 62,500 | $1.21M | 0.82% | 00.0% | Unchanged |
| First Manhattan Co | 60,000 | $1.16M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 59,118 | $1.15M | 0.00% | +5,266+9.8% | Added |
| Stifel Financial Corp | 55,767 | $1.08M | 0.00% | +12,852+29.9% | Added |
| Trexquant Investment LP | 47,965 | $931.0K | 0.01% | −2,686−5.3% | Reduced |
| Ameriprise Financial Inc | 47,897 | $929.7K | 0.00% | −20,673−30.1% | Reduced |
| Nuveen, LLC | 47,556 | $923.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 47,464 | $921.3K | 0.00% | +8,500+21.8% | Added |
| Arrowstreet Capital, Limited Partnership | 46,795 | $908.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 46,398 | $900.6K | 0.00% | −97,923−67.9% | Reduced |
| Two Sigma Advisers, LP | 46,100 | $894.8K | 0.00% | −18,200−28.3% | Reduced |
| Jane Street Group, LLC | 40,298 | $782.2K | 0.00% | −7,673−16.0% | Reduced |
| Creative Planning | 37,103 | $720.2K | 0.00% | +18,088+95.1% | Added |
| Qube Research & Technologies Ltd | 37,086 | $719.8K | 0.00% | −11,523−23.7% | Reduced |
| Rhumbline Advisers | 35,086 | $681.0K | 0.00% | +50.0% | Added |
| Kingsview Wealth Management, LLC | 34,097 | $661.8K | 0.01% | −1,002−2.9% | Reduced |
| Renaissance Technologies LLC | 33,000 | $640.5K | 0.00% | −30,000−47.6% | Reduced |
| Wells Fargo & Company | 32,785 | $636.3K | 0.00% | +2,658+8.8% | Added |
| Barclays PLC | 32,277 | $626.5K | 0.00% | −5,859−15.4% | Reduced |
| Prudential Financial Inc | 32,270 | $626.4K | 0.00% | +200+0.6% | Added |
| Bank of America Corp | 31,746 | $616.2K | 0.00% | −2,050−6.1% | Reduced |
| Invesco Ltd. | 31,679 | $614.9K | 0.00% | +1,261+4.1% | Added |
| Salzhauer Michael | 27,744 | $538.5K | 0.31% | +17,000+158.2% | Added |
| Alliancebernstein L.P. | 23,490 | $455.9K | 0.00% | −850−3.5% | Reduced |
| UBS Group AG | 22,808 | $442.7K | 0.00% | −17,064−42.8% | Reduced |
| LPL Financial LLC | 21,357 | $414.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,284 | $393.7K | 0.00% | +175+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,793 | $384.2K | 0.00% | −12,194−38.1% | Reduced |
| Franklin Resources Inc | 18,204 | $353.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,496 | $339.6K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 17,022 | $330.4K | 0.00% | +17,022 | New |
| Millennium Management LLC | 16,598 | $322.2K | 0.00% | +5,385+48.0% | Added |
| Los Angeles Capital Management LLC | 15,902 | $308.7K | 0.00% | −2,610−14.1% | Reduced |
| Deutsche Bank AG | 15,896 | $308.5K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,003 | $291.2K | 0.02% | −1,906−11.3% | Reduced |
| Partners in Financial Planning | 14,547 | $282.4K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 14,400 | $279.5K | 0.00% | −5,100−26.2% | Reduced |
| MetLife Investment Management | 13,692 | $265.8K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 12,726 | $247.0K | 0.03% | +12,726 | New |
| Price T Rowe Associates Inc | 12,096 | $235.0K | 0.00% | +1,540+14.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,498 | $203.8K | 0.00% | −2,064−16.4% | Reduced |
| Black Maple Capital Management LP | 10,000 | $194.1K | 0.14% | −7,126−41.6% | Reduced |
| Cubist Systematic Strategies, LLC | 9,575 | $185.8K | 0.00% | +9,575 | New |
| Police & Firemen's Retirement System of New Jersey | 7,378 | $143.2K | 0.00% | +1,901+34.7% | Added |
| BNP Paribas Arbitrage, SA | 7,334 | $142.4K | 0.00% | +3,476+90.1% | Added |
| FMR LLC | 5,572 | $108.2K | 0.00% | +327+6.2% | Added |
| SRS Capital Advisors, Inc. | 4,977 | $96.6K | 0.00% | +4,977 | New |
| New York State Common Retirement Fund | 4,531 | $87.9K | 0.00% | +1,400+44.7% | Added |
| Salomon & Ludwin, LLC | 4,365 | $83.2K | 0.01% | 00.0% | Unchanged |
| rhino investment partners, Inc | 3,758 | $72.9K | 0.02% | −3,151−45.6% | Reduced |
| Global Retirement Partners, LLC | 3,268 | $63.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,150 | $61.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,636 | $51.0K | 0.00% | +465+21.4% | Added |
| Geneos Wealth Management Inc. | 2,625 | $51.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,261 | $43.9K | 0.00% | −7,011−75.6% | Reduced |
| Legal & General Group Plc | 2,132 | $41.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $38.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,490 | $28.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,436 | $27.9K | 0.00% | −217−13.1% | Reduced |
| Sterling Capital Management LLC | 1,315 | $25.5K | 0.00% | +794+152.4% | Added |
| Larson Financial Group LLC | 1,239 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,217 | $23.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,209 | $23.5K | 0.00% | +1,209 | New |
| The PNC Financial Services Group, Inc. | 1,177 | $22.8K | 0.00% | +814+224.2% | Added |
| Royal Bank of Canada | 1,015 | $20.0K | 0.00% | −6,640−86.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,015 | $19.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 942 | $18.0K | 0.00% | +942 | New |
| Amalgamated Bank | 892 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 853 | $16.6K | 0.00% | −2,923−77.4% | Reduced |
| Federated Hermes, Inc. | 820 | $15.9K | 0.00% | +271+49.4% | Added |
| Versant Capital Management, Inc | 742 | $14.4K | 0.00% | 00.0% | Unchanged |