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, Q4 2025
Institutional positions in Carter Bankshares, Inc. as of Dec 31, 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
- 121
- +1 vs. Q3 2025
- Shares held
- 11.7M
- +148.4K (+1.3%) vs. Q3 2025
- Total value
- $229.1M
- +$5.77M (+2.6%) vs. Q3 2025
- New holders
- 14
- 29 more added
- Sold out
- 13
- 57 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,678,946 | $33.0M | 0.00% | −5,119−0.3% | Reduced |
| Vanguard Group Inc | 1,288,798 | $25.3M | 0.00% | +4,584+0.4% | Added |
| Fourthstone LLC | 1,236,393 | $24.3M | 4.55% | +197,850+19.1% | Added |
| Dimensional Fund Advisors LP | 1,123,730 | $22.1M | 0.00% | −6,325−0.6% | Reduced |
| State Street Corp | 517,341 | $10.2M | 0.00% | −9,554−1.8% | Reduced |
| Geode Capital Management, LLC | 508,322 | $10.0M | 0.00% | −21,126−4.0% | Reduced |
| American Century Companies Inc | 473,787 | $9.31M | 0.00% | +60,586+14.7% | Added |
| Kennedy Capital Management, Inc. | 441,281 | $8.68M | 0.18% | +2050.0% | Added |
| Maltese Capital Management LLC | 395,800 | $7.78M | 1.38% | +26,800+7.3% | Added |
| Petiole USA ltd | 386,873 | $7.61M | 4.93% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 300,553 | $5.91M | 0.00% | +29,924+11.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 191,238 | $3.76M | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 191,053 | $3.76M | 0.55% | +500+0.3% | Added |
| Northern Trust Corp | 171,293 | $3.37M | 0.00% | −11,056−6.1% | Reduced |
| EJF Capital LLC | 161,129 | $3.17M | 1.80% | +624+0.4% | Added |
| Diversified Trust Co | 131,388 | $2.58M | 0.05% | −2,710−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 126,663 | $2.49M | 0.05% | +17,650+16.2% | Added |
| Morgan Stanley | 126,189 | $2.48M | 0.00% | −48,056−27.6% | Reduced |
| Mendon Capital Advisors Corp | 117,392 | $2.31M | 0.90% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 104,218 | $2.05M | 0.00% | −19,436−15.7% | Reduced |
| RMB Capital Management, LLC | 93,295 | $1.83M | 0.03% | −110.0% | Reduced |
| Squarepoint Ops LLC | 90,021 | $1.77M | 0.00% | +90,021 | New |
| Bank of New York Mellon Corp | 88,914 | $1.75M | 0.00% | +16,515+22.8% | Added |
| First Trust Advisors LP | 78,518 | $1.54M | 0.00% | −3,892−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 65,269 | $1.28M | 0.00% | −2,356−3.5% | Reduced |
| Acadian Asset Management LLC | 64,987 | $1.27M | 0.00% | −40,335−38.3% | Reduced |
| Oppenheimer & Close, LLC | 62,500 | $1.23M | 0.84% | 00.0% | Unchanged |
| Martingale Asset Management L P | 60,484 | $1.19M | 0.03% | +60,484 | New |
| First Manhattan Co | 60,000 | $1.18M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 59,917 | $1.18M | 0.01% | +11,952+24.9% | Added |
| Stifel Financial Corp | 55,717 | $1.10M | 0.00% | −50−0.1% | Reduced |
| Daytona Street Capital LLC | 52,536 | $1.03M | 0.84% | +52,536 | New |
| Ameriprise Financial Inc | 47,896 | $941.6K | 0.00% | −10.0% | Reduced |
| Nuveen, LLC | 47,556 | $935.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 46,795 | $920.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 46,161 | $907.5K | 0.00% | −1,303−2.7% | Reduced |
| Citadel Advisors LLC | 43,340 | $852.1K | 0.00% | −3,058−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 42,616 | $837.8K | 0.00% | −32,951−43.6% | Reduced |
| Creative Planning | 40,224 | $790.8K | 0.00% | +3,121+8.4% | Added |
| Wells Fargo & Company | 39,374 | $774.1K | 0.00% | +6,589+20.1% | Added |
| JPMorgan Chase & Co | 38,674 | $760.3K | 0.00% | −20,444−34.6% | Reduced |
| SEI Investments Co | 38,543 | $757.7K | 0.00% | +38,543 | New |
| Renaissance Technologies LLC | 36,700 | $721.5K | 0.00% | +3,700+11.2% | Added |
| UBS Group AG | 35,097 | $690.0K | 0.00% | +12,289+53.9% | Added |
| Barclays PLC | 34,902 | $686.2K | 0.00% | +2,625+8.1% | Added |
| Panagora Asset Management Inc | 33,519 | $659.0K | 0.00% | −30,820−47.9% | Reduced |
| Kingsview Wealth Management, LLC | 33,097 | $650.7K | 0.01% | −1,000−2.9% | Reduced |
| Bank of America Corp | 31,470 | $618.7K | 0.00% | −276−0.9% | Reduced |
| Gsa Capital Partners LLP | 31,375 | $617.0K | 0.05% | +31,375 | New |
| Rhumbline Advisers | 29,836 | $586.6K | 0.00% | −5,250−15.0% | Reduced |
| Invesco Ltd. | 28,694 | $564.1K | 0.00% | −2,985−9.4% | Reduced |
| Salzhauer Michael | 27,744 | $545.4K | 0.24% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 26,681 | $524.5K | 0.41% | +26,681 | New |
| Prudential Financial Inc | 25,325 | $497.9K | 0.00% | −6,945−21.5% | Reduced |
| Two Sigma Investments, LP | 24,310 | $477.9K | 0.00% | −39,327−61.8% | Reduced |
| Alliancebernstein L.P. | 23,490 | $461.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 22,050 | $433.5K | 0.00% | +5,028+29.5% | Added |
| Captrust Financial Advisors | 20,322 | $399.5K | 0.00% | +38+0.2% | Added |
| LPL Financial LLC | 19,947 | $392.2K | 0.00% | −1,410−6.6% | Reduced |
| Franklin Resources Inc | 18,201 | $357.8K | 0.00% | −30.0% | Reduced |
| Deutsche Bank AG | 15,896 | $312.5K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 15,460 | $303.9K | 0.04% | +2,734+21.5% | Added |
| Price T Rowe Associates Inc | 13,791 | $272.0K | 0.00% | +1,695+14.0% | Added |
| Truist Financial Corp | 13,776 | $270.8K | 0.00% | −3,720−21.3% | Reduced |
| Jane Street Group, LLC | 13,311 | $261.7K | 0.00% | −26,987−67.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,061 | $256.8K | 0.01% | −1,942−12.9% | Reduced |
| Partners in Financial Planning | 12,862 | $252.9K | 0.04% | −1,685−11.6% | Reduced |
| MetLife Investment Management | 11,371 | $223.6K | 0.00% | −2,321−17.0% | Reduced |
| Millennium Management LLC | 11,137 | $219.0K | 0.00% | −5,461−32.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,459 | $205.6K | 0.00% | −39−0.4% | Reduced |
| Los Angeles Capital Management LLC | 11,686 | $201.3K | 0.00% | −4,216−26.5% | Reduced |
| SG Americas Securities, LLC | 9,132 | $180.0K | 0.00% | +9,132 | New |
| FMR LLC | 6,036 | $118.7K | 0.00% | +464+8.3% | Added |
| STRS Ohio | 5,500 | $108.1K | 0.00% | −8,900−61.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,367 | $105.5K | 0.00% | −2,011−27.3% | Reduced |
| BNP Paribas Arbitrage, SA | 5,271 | $103.6K | 0.00% | −2,063−28.1% | Reduced |
| New York State Common Retirement Fund | 4,531 | $89.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $86.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,233 | $63.0K | 0.00% | +2,291+243.2% | Added |
| Geneos Wealth Management Inc. | 2,625 | $51.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,499 | $49.1K | 0.00% | +238+10.5% | Added |
| CWM, LLC | 2,454 | $48.0K | 0.00% | −182−6.9% | Reduced |
| Legal & General Group Plc | 2,132 | $41.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $39.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,626 | $32.0K | 0.00% | +806+98.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $30.4K | 0.00% | +1,548 | New |
| California State Teachers Retirement System | 1,383 | $27.2K | 0.00% | −53−3.7% | Reduced |
| Larson Financial Group LLC | 1,239 | $24.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,093 | $21.5K | 0.00% | −222−16.9% | Reduced |
| Torren Management, LLC | 1,092 | $21.5K | 0.01% | +1,092 | New |
| Advisor Group Holdings, Inc. | 917 | $18.0K | 0.00% | −300−24.7% | Reduced |
| Farther Finance Advisors, LLC | 833 | $16.4K | 0.00% | +134+19.2% | Added |
| Royal Bank of Canada | 805 | $16.0K | 0.00% | −210−20.7% | Reduced |
| Versant Capital Management, Inc | 742 | $14.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 705 | $14.0K | 0.00% | −187−21.0% | Reduced |
| CIBC Private Wealth Group, LLC | 712 | $14.0K | 0.00% | −778−52.2% | Reduced |
| Tower Research Capital LLC (TRC) | 606 | $11.9K | 0.00% | −247−29.0% | Reduced |
| EverSource Wealth Advisors, LLC | 513 | $10.1K | 0.00% | −502−49.5% | Reduced |
| GWM Advisors LLC | 467 | $9.18K | 0.00% | +122+35.4% | Added |
| The PNC Financial Services Group, Inc. | 465 | $9.14K | 0.00% | −712−60.5% | Reduced |