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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $19 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 37 | $718 | 0.00% | +26+236.4% | Added |
| Smartleaf Asset Management LLC | 41 | $797 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $835 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $970 | 0.00% | +11+28.2% | Added |
| Rothschild Investment LLC | 50 | $971 | 0.00% | −30−37.5% | Reduced |
| Covestor Ltd | 76 | $1.00K | 0.00% | +63+484.6% | Added |
| True Wealth Design, LLC | 54 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57 | $1.11K | 0.00% | −2−3.4% | Reduced |
| WPG Advisers, LLC | 72 | $1.40K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 174 | $3.00K | 0.00% | +4+2.4% | Added |
| Allworth Financial LP | 178 | $3.46K | 0.00% | +115+182.5% | Added |
| Optiver Holding B.V. | 210 | $4.08K | 0.00% | +210 | New |
| Fortitude Family Office, LLC | 228 | $4.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 268 | $5.20K | 0.00% | +268 | New |
| Essential Partners LLC | 269 | $5.22K | 0.00% | +15+5.9% | Added |
| GWM Advisors LLC | 345 | $6.70K | 0.00% | +345 | New |
| GAMMA Investing LLC | 371 | $7.20K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 511 | $9.92K | 0.00% | +511 | New |
| Quadrant Capital Group LLC | 630 | $12.2K | 0.00% | +630 | New |
| Farther Finance Advisors, LLC | 699 | $13.6K | 0.00% | +698+69,800.0% | Added |
| Nisa Investment Advisors, LLC | 714 | $13.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $14.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 820 | $15.9K | 0.00% | +271+49.4% | Added |
| Tower Research Capital LLC (TRC) | 853 | $16.6K | 0.00% | −2,923−77.4% | Reduced |
| Amalgamated Bank | 892 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 942 | $18.0K | 0.00% | +942 | New |
| EverSource Wealth Advisors, LLC | 1,015 | $19.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,015 | $20.0K | 0.00% | −6,640−86.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,177 | $22.8K | 0.00% | +814+224.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,209 | $23.5K | 0.00% | +1,209 | New |
| Advisor Group Holdings, Inc. | 1,217 | $23.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,315 | $25.5K | 0.00% | +794+152.4% | Added |
| California State Teachers Retirement System | 1,436 | $27.9K | 0.00% | −217−13.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,490 | $28.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $38.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,132 | $41.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,261 | $43.9K | 0.00% | −7,011−75.6% | Reduced |
| Geneos Wealth Management Inc. | 2,625 | $51.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,636 | $51.0K | 0.00% | +465+21.4% | Added |
| Salem Investment Counselors Inc | 3,150 | $61.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,268 | $63.4K | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 3,758 | $72.9K | 0.02% | −3,151−45.6% | Reduced |
| Salomon & Ludwin, LLC | 4,365 | $83.2K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,531 | $87.9K | 0.00% | +1,400+44.7% | Added |
| SRS Capital Advisors, Inc. | 4,977 | $96.6K | 0.00% | +4,977 | New |
| FMR LLC | 5,572 | $108.2K | 0.00% | +327+6.2% | Added |
| BNP Paribas Arbitrage, SA | 7,334 | $142.4K | 0.00% | +3,476+90.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,378 | $143.2K | 0.00% | +1,901+34.7% | Added |
| Cubist Systematic Strategies, LLC | 9,575 | $185.8K | 0.00% | +9,575 | New |
| Black Maple Capital Management LP | 10,000 | $194.1K | 0.14% | −7,126−41.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,498 | $203.8K | 0.00% | −2,064−16.4% | Reduced |
| Price T Rowe Associates Inc | 12,096 | $235.0K | 0.00% | +1,540+14.6% | Added |
| Polymer Capital Management (US) LLC | 12,726 | $247.0K | 0.03% | +12,726 | New |
| MetLife Investment Management | 13,692 | $265.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 14,400 | $279.5K | 0.00% | −5,100−26.2% | Reduced |
| Partners in Financial Planning | 14,547 | $282.4K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,003 | $291.2K | 0.02% | −1,906−11.3% | Reduced |
| Deutsche Bank AG | 15,896 | $308.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,902 | $308.7K | 0.00% | −2,610−14.1% | Reduced |
| Millennium Management LLC | 16,598 | $322.2K | 0.00% | +5,385+48.0% | Added |
| Quantinno Capital Management LP | 17,022 | $330.4K | 0.00% | +17,022 | New |
| Truist Financial Corp | 17,496 | $339.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,204 | $353.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,793 | $384.2K | 0.00% | −12,194−38.1% | Reduced |
| Captrust Financial Advisors | 20,284 | $393.7K | 0.00% | +175+0.9% | Added |
| LPL Financial LLC | 21,357 | $414.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 22,808 | $442.7K | 0.00% | −17,064−42.8% | Reduced |
| Alliancebernstein L.P. | 23,490 | $455.9K | 0.00% | −850−3.5% | Reduced |
| Salzhauer Michael | 27,744 | $538.5K | 0.31% | +17,000+158.2% | Added |
| Invesco Ltd. | 31,679 | $614.9K | 0.00% | +1,261+4.1% | Added |
| Bank of America Corp | 31,746 | $616.2K | 0.00% | −2,050−6.1% | Reduced |
| Prudential Financial Inc | 32,270 | $626.4K | 0.00% | +200+0.6% | Added |
| Barclays PLC | 32,277 | $626.5K | 0.00% | −5,859−15.4% | Reduced |
| Wells Fargo & Company | 32,785 | $636.3K | 0.00% | +2,658+8.8% | Added |
| Renaissance Technologies LLC | 33,000 | $640.5K | 0.00% | −30,000−47.6% | Reduced |
| Kingsview Wealth Management, LLC | 34,097 | $661.8K | 0.01% | −1,002−2.9% | Reduced |
| Rhumbline Advisers | 35,086 | $681.0K | 0.00% | +50.0% | Added |
| Qube Research & Technologies Ltd | 37,086 | $719.8K | 0.00% | −11,523−23.7% | Reduced |
| Creative Planning | 37,103 | $720.2K | 0.00% | +18,088+95.1% | Added |
| Jane Street Group, LLC | 40,298 | $782.2K | 0.00% | −7,673−16.0% | Reduced |
| Two Sigma Advisers, LP | 46,100 | $894.8K | 0.00% | −18,200−28.3% | Reduced |
| Citadel Advisors LLC | 46,398 | $900.6K | 0.00% | −97,923−67.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,795 | $908.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 47,464 | $921.3K | 0.00% | +8,500+21.8% | Added |
| Nuveen, LLC | 47,556 | $923.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 47,897 | $929.7K | 0.00% | −20,673−30.1% | Reduced |
| Trexquant Investment LP | 47,965 | $931.0K | 0.01% | −2,686−5.3% | Reduced |
| Stifel Financial Corp | 55,767 | $1.08M | 0.00% | +12,852+29.9% | Added |
| JPMorgan Chase & Co | 59,118 | $1.15M | 0.00% | +5,266+9.8% | Added |
| First Manhattan Co | 60,000 | $1.16M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 62,500 | $1.21M | 0.82% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 63,637 | $1.24M | 0.00% | +11,943+23.1% | Added |
| Panagora Asset Management Inc | 64,339 | $1.25M | 0.01% | −14,813−18.7% | Reduced |
| Empowered Funds, LLC | 64,628 | $1.25M | 0.01% | −35,000−35.1% | Reduced |
| Charles Schwab Investment Management Inc | 67,625 | $1.31M | 0.00% | +92+0.1% | Added |
| Bank of New York Mellon Corp | 72,399 | $1.41M | 0.00% | +1,115+1.6% | Added |
| D. E. Shaw & Co., Inc. | 75,567 | $1.47M | 0.00% | −5,074−6.3% | Reduced |
| First Trust Advisors LP | 82,410 | $1.60M | 0.00% | +67,630+457.6% | Added |