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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 93,295 | $1.83M | 0.03% | −110.0% | Reduced |
| Russell Investments Group, Ltd. | 104,218 | $2.05M | 0.00% | −19,436−15.7% | Reduced |
| Mendon Capital Advisors Corp | 117,392 | $2.31M | 0.90% | 00.0% | Unchanged |
| Morgan Stanley | 126,189 | $2.48M | 0.00% | −48,056−27.6% | Reduced |
| Bridgeway Capital Management, LLC | 126,663 | $2.49M | 0.05% | +17,650+16.2% | Added |
| Diversified Trust Co | 131,388 | $2.58M | 0.05% | −2,710−2.0% | Reduced |
| EJF Capital LLC | 161,129 | $3.17M | 1.80% | +624+0.4% | Added |
| Northern Trust Corp | 171,293 | $3.37M | 0.00% | −11,056−6.1% | Reduced |
| Huber Capital Management LLC | 191,053 | $3.76M | 0.55% | +500+0.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 191,238 | $3.76M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 300,553 | $5.91M | 0.00% | +29,924+11.1% | Added |
| Petiole USA ltd | 386,873 | $7.61M | 4.93% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 395,800 | $7.78M | 1.38% | +26,800+7.3% | Added |
| Kennedy Capital Management, Inc. | 441,281 | $8.68M | 0.18% | +2050.0% | Added |
| American Century Companies Inc | 473,787 | $9.31M | 0.00% | +60,586+14.7% | Added |
| Geode Capital Management, LLC | 508,322 | $10.0M | 0.00% | −21,126−4.0% | Reduced |
| State Street Corp | 517,341 | $10.2M | 0.00% | −9,554−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,123,730 | $22.1M | 0.00% | −6,325−0.6% | Reduced |
| Fourthstone LLC | 1,236,393 | $24.3M | 4.55% | +197,850+19.1% | Added |
| Vanguard Group Inc | 1,288,798 | $25.3M | 0.00% | +4,584+0.4% | Added |
| BlackRock, Inc. | 1,678,946 | $33.0M | 0.00% | −5,119−0.3% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −64,628−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,086−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,793−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,977−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |