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 |
|---|---|---|---|---|---|
| MAI Capital Management | 11 | $217 | 0.00% | +11 | New |
| UBS Asset Management Americas Inc | 23 | $452 | 0.00% | +23 | New |
| Parallel Advisors, LLC | 28 | $550 | 0.00% | −9−24.3% | Reduced |
| Signaturefd, LLC | 31 | $609 | 0.00% | +31 | New |
| Rothschild Investment LLC | 41 | $806 | 0.00% | −9−18.0% | Reduced |
| IFP Advisors, Inc | 49 | $963 | 0.00% | −1−2.0% | Reduced |
| Covestor Ltd | 63 | $1.00K | 0.00% | −13−17.1% | Reduced |
| True Wealth Design, LLC | 54 | $1.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $1.42K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 77 | $1.51K | 0.00% | +36+87.8% | Added |
| Rockefeller Capital Management L.P. | 84 | $1.65K | 0.00% | +84 | New |
| North Star Investment Management Corp. | 145 | $2.85K | 0.00% | +145 | New |
| Harbor Capital Advisors, Inc. | 171 | $3.00K | 0.00% | −3−1.7% | Reduced |
| Optiver Holding B.V. | 210 | $4.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 227 | $4.46K | 0.00% | −1−0.4% | Reduced |
| Essential Partners LLC | 266 | $5.23K | 0.00% | −3−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 268 | $5.27K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 295 | $5.80K | 0.00% | +117+65.7% | Added |
| Quadrant Capital Group LLC | 325 | $6.39K | 0.00% | −305−48.4% | Reduced |
| GAMMA Investing LLC | 411 | $8.08K | 0.00% | +40+10.8% | Added |
| Nisa Investment Advisors, LLC | 412 | $8.10K | 0.00% | −302−42.3% | Reduced |
| The PNC Financial Services Group, Inc. | 465 | $9.14K | 0.00% | −712−60.5% | Reduced |
| GWM Advisors LLC | 467 | $9.18K | 0.00% | +122+35.4% | Added |
| EverSource Wealth Advisors, LLC | 513 | $10.1K | 0.00% | −502−49.5% | Reduced |
| Tower Research Capital LLC (TRC) | 606 | $11.9K | 0.00% | −247−29.0% | Reduced |
| CIBC Private Wealth Group, LLC | 712 | $14.0K | 0.00% | −778−52.2% | Reduced |
| Amalgamated Bank | 705 | $14.0K | 0.00% | −187−21.0% | Reduced |
| Versant Capital Management, Inc | 742 | $14.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 805 | $16.0K | 0.00% | −210−20.7% | Reduced |
| Farther Finance Advisors, LLC | 833 | $16.4K | 0.00% | +134+19.2% | Added |
| Advisor Group Holdings, Inc. | 917 | $18.0K | 0.00% | −300−24.7% | Reduced |
| Torren Management, LLC | 1,092 | $21.5K | 0.01% | +1,092 | New |
| Sterling Capital Management LLC | 1,093 | $21.5K | 0.00% | −222−16.9% | Reduced |
| Larson Financial Group LLC | 1,239 | $24.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,383 | $27.2K | 0.00% | −53−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $30.4K | 0.00% | +1,548 | New |
| Federated Hermes, Inc. | 1,626 | $32.0K | 0.00% | +806+98.3% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $39.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,132 | $41.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,454 | $48.0K | 0.00% | −182−6.9% | Reduced |
| Citigroup Inc | 2,499 | $49.1K | 0.00% | +238+10.5% | Added |
| Geneos Wealth Management Inc. | 2,625 | $51.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,233 | $63.0K | 0.00% | +2,291+243.2% | Added |
| Salomon & Ludwin, LLC | 4,365 | $86.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,531 | $89.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,271 | $103.6K | 0.00% | −2,063−28.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,367 | $105.5K | 0.00% | −2,011−27.3% | Reduced |
| STRS Ohio | 5,500 | $108.1K | 0.00% | −8,900−61.8% | Reduced |
| FMR LLC | 6,036 | $118.7K | 0.00% | +464+8.3% | Added |
| SG Americas Securities, LLC | 9,132 | $180.0K | 0.00% | +9,132 | New |
| Los Angeles Capital Management LLC | 11,686 | $201.3K | 0.00% | −4,216−26.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,459 | $205.6K | 0.00% | −39−0.4% | Reduced |
| Millennium Management LLC | 11,137 | $219.0K | 0.00% | −5,461−32.9% | Reduced |
| MetLife Investment Management | 11,371 | $223.6K | 0.00% | −2,321−17.0% | Reduced |
| Partners in Financial Planning | 12,862 | $252.9K | 0.04% | −1,685−11.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,061 | $256.8K | 0.01% | −1,942−12.9% | Reduced |
| Jane Street Group, LLC | 13,311 | $261.7K | 0.00% | −26,987−67.0% | Reduced |
| Truist Financial Corp | 13,776 | $270.8K | 0.00% | −3,720−21.3% | Reduced |
| Price T Rowe Associates Inc | 13,791 | $272.0K | 0.00% | +1,695+14.0% | Added |
| Polymer Capital Management (US) LLC | 15,460 | $303.9K | 0.04% | +2,734+21.5% | Added |
| Deutsche Bank AG | 15,896 | $312.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,201 | $357.8K | 0.00% | −30.0% | Reduced |
| LPL Financial LLC | 19,947 | $392.2K | 0.00% | −1,410−6.6% | Reduced |
| Captrust Financial Advisors | 20,322 | $399.5K | 0.00% | +38+0.2% | Added |
| Quantinno Capital Management LP | 22,050 | $433.5K | 0.00% | +5,028+29.5% | Added |
| Alliancebernstein L.P. | 23,490 | $461.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,310 | $477.9K | 0.00% | −39,327−61.8% | Reduced |
| Prudential Financial Inc | 25,325 | $497.9K | 0.00% | −6,945−21.5% | Reduced |
| Richard Young Associates, Ltd. | 26,681 | $524.5K | 0.41% | +26,681 | New |
| Salzhauer Michael | 27,744 | $545.4K | 0.24% | 00.0% | Unchanged |
| Invesco Ltd. | 28,694 | $564.1K | 0.00% | −2,985−9.4% | Reduced |
| Rhumbline Advisers | 29,836 | $586.6K | 0.00% | −5,250−15.0% | Reduced |
| Gsa Capital Partners LLP | 31,375 | $617.0K | 0.05% | +31,375 | New |
| Bank of America Corp | 31,470 | $618.7K | 0.00% | −276−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 33,097 | $650.7K | 0.01% | −1,000−2.9% | Reduced |
| Panagora Asset Management Inc | 33,519 | $659.0K | 0.00% | −30,820−47.9% | Reduced |
| Barclays PLC | 34,902 | $686.2K | 0.00% | +2,625+8.1% | Added |
| UBS Group AG | 35,097 | $690.0K | 0.00% | +12,289+53.9% | Added |
| Renaissance Technologies LLC | 36,700 | $721.5K | 0.00% | +3,700+11.2% | Added |
| SEI Investments Co | 38,543 | $757.7K | 0.00% | +38,543 | New |
| JPMorgan Chase & Co | 38,674 | $760.3K | 0.00% | −20,444−34.6% | Reduced |
| Wells Fargo & Company | 39,374 | $774.1K | 0.00% | +6,589+20.1% | Added |
| Creative Planning | 40,224 | $790.8K | 0.00% | +3,121+8.4% | Added |
| D. E. Shaw & Co., Inc. | 42,616 | $837.8K | 0.00% | −32,951−43.6% | Reduced |
| Citadel Advisors LLC | 43,340 | $852.1K | 0.00% | −3,058−6.6% | Reduced |
| AQR Capital Management LLC | 46,161 | $907.5K | 0.00% | −1,303−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,795 | $920.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 47,556 | $935.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 47,896 | $941.6K | 0.00% | −10.0% | Reduced |
| Daytona Street Capital LLC | 52,536 | $1.03M | 0.84% | +52,536 | New |
| Stifel Financial Corp | 55,717 | $1.10M | 0.00% | −50−0.1% | Reduced |
| Trexquant Investment LP | 59,917 | $1.18M | 0.01% | +11,952+24.9% | Added |
| First Manhattan Co | 60,000 | $1.18M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 60,484 | $1.19M | 0.03% | +60,484 | New |
| Oppenheimer & Close, LLC | 62,500 | $1.23M | 0.84% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 64,987 | $1.27M | 0.00% | −40,335−38.3% | Reduced |
| Charles Schwab Investment Management Inc | 65,269 | $1.28M | 0.00% | −2,356−3.5% | Reduced |
| First Trust Advisors LP | 78,518 | $1.54M | 0.00% | −3,892−4.7% | Reduced |
| Bank of New York Mellon Corp | 88,914 | $1.75M | 0.00% | +16,515+22.8% | Added |
| Squarepoint Ops LLC | 90,021 | $1.77M | 0.00% | +90,021 | New |