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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 714 | $13.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 699 | $13.6K | 0.00% | +698+69,800.0% | Added |
| Quadrant Capital Group LLC | 630 | $12.2K | 0.00% | +630 | New |
| Quarry LP | 511 | $9.92K | 0.00% | +511 | New |
| GAMMA Investing LLC | 371 | $7.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 345 | $6.70K | 0.00% | +345 | New |
| Essential Partners LLC | 269 | $5.22K | 0.00% | +15+5.9% | Added |
| Atlantic Union Bankshares Corp | 268 | $5.20K | 0.00% | +268 | New |
| Fortitude Family Office, LLC | 228 | $4.42K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 210 | $4.08K | 0.00% | +210 | New |
| Allworth Financial LP | 178 | $3.46K | 0.00% | +115+182.5% | Added |
| Harbor Capital Advisors, Inc. | 174 | $3.00K | 0.00% | +4+2.4% | Added |
| WPG Advisers, LLC | 72 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57 | $1.11K | 0.00% | −2−3.4% | Reduced |
| True Wealth Design, LLC | 54 | $1.05K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $1.00K | 0.00% | +63+484.6% | Added |
| Rothschild Investment LLC | 50 | $971 | 0.00% | −30−37.5% | Reduced |
| IFP Advisors, Inc | 50 | $970 | 0.00% | +11+28.2% | Added |
| UMA Financial Services, Inc. | 43 | $835 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $797 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $718 | 0.00% | +26+236.4% | Added |
| SBI Securities Co., Ltd. | 1 | $19 | 0.00% | +1 | New |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,661−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −22,070−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −19,456−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,095−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −12,379−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −6,236−100.0% | Sold out |