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, Q1 2026
Institutional positions in Carter Bankshares, Inc. as of Mar 31, 2026. 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
- 125
- +6 vs. Q4 2025
- Shares held
- 12.7M
- +2.32M (+22.4%) vs. Q4 2025
- Total value
- $295.7M
- +$92.0M (+45.1%) vs. Q4 2025
- New holders
- 16
- 48 more added
- Sold out
- 10
- 40 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,668,818 | $38.9M | 0.00% | −10,128−0.6% | Reduced |
| Fourthstone LLC | 1,502,119 | $35.0M | 5.94% | +265,726+21.5% | Added |
| Dimensional Fund Advisors LP | 1,175,925 | $27.4M | 0.01% | +52,195+4.6% | Added |
| Vanguard Capital Management LLC | 984,983 | $23.0M | 0.00% | +984,983 | New |
| American Century Companies Inc | 540,866 | $12.6M | 0.01% | +67,079+14.2% | Added |
| Geode Capital Management, LLC | 515,975 | $12.0M | 0.00% | +7,653+1.5% | Added |
| State Street Corp | 498,902 | $11.6M | 0.00% | −18,439−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 449,617 | $10.5M | 0.22% | +8,336+1.9% | Added |
| Petiole USA ltd | 381,373 | $8.89M | 6.22% | −5,500−1.4% | Reduced |
| Goldman Sachs Group Inc | 356,388 | $8.31M | 0.00% | +55,835+18.6% | Added |
| Maltese Capital Management LLC | 328,888 | $7.67M | 1.51% | −66,912−16.9% | Reduced |
| Basswood Capital Management, L.L.C. | 227,715 | $5.31M | 0.27% | +227,715 | New |
| Huber Capital Management LLC | 190,553 | $4.44M | 0.69% | −500−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 189,428 | $4.42M | 0.01% | −1,810−0.9% | Reduced |
| Northern Trust Corp | 175,469 | $4.09M | 0.00% | +4,176+2.4% | Added |
| Vanguard Portfolio Management LLC | 163,876 | $3.82M | 0.00% | +163,876 | New |
| Algert Global LLC | 156,780 | $3.66M | 0.06% | +156,780 | New |
| Vanguard Fiduciary Trust Co | 147,475 | $3.44M | 0.00% | +147,475 | New |
| Squarepoint Ops LLC | 135,991 | $3.17M | 0.01% | +45,970+51.1% | Added |
| Citadel Advisors LLC | 135,665 | $3.16M | 0.00% | +92,325+213.0% | Added |
| Bridgeway Capital Management, LLC | 134,855 | $3.14M | 0.06% | +8,192+6.5% | Added |
| Diversified Trust Co | 131,488 | $3.07M | 0.06% | +100+0.1% | Added |
| Trexquant Investment LP | 127,713 | $2.98M | 0.02% | +67,796+113.1% | Added |
| Millennium Management LLC | 124,004 | $2.89M | 0.00% | +112,867+1,013.4% | Added |
| Morgan Stanley | 119,819 | $2.79M | 0.00% | −6,370−5.0% | Reduced |
| Mendon Capital Advisors Corp | 104,692 | $2.44M | 0.95% | −12,700−10.8% | Reduced |
| Russell Investments Group, Ltd. | 104,106 | $2.43M | 0.00% | −112−0.1% | Reduced |
| EJF Capital LLC | 98,758 | $2.30M | 1.62% | −62,371−38.7% | Reduced |
| RMB Capital Management, LLC | 93,295 | $2.18M | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 90,470 | $2.11M | 0.01% | +90,470 | New |
| Bank of New York Mellon Corp | 86,144 | $2.01M | 0.00% | −2,770−3.1% | Reduced |
| SEI Investments Co | 80,379 | $1.87M | 0.00% | +41,836+108.5% | Added |
| First Trust Advisors LP | 78,007 | $1.82M | 0.00% | −511−0.7% | Reduced |
| Jane Street Group, LLC | 70,747 | $1.65M | 0.00% | +57,436+431.5% | Added |
| UBS Group AG | 68,268 | $1.59M | 0.00% | +33,171+94.5% | Added |
| Oppenheimer & Close, LLC | 62,500 | $1.46M | 0.92% | 00.0% | Unchanged |
| First Manhattan Co | 60,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 59,914 | $1.40M | 0.00% | +13,753+29.8% | Added |
| Creative Planning | 59,393 | $1.39M | 0.00% | +19,169+47.7% | Added |
| Charles Schwab Investment Management Inc | 57,640 | $1.34M | 0.00% | −7,629−11.7% | Reduced |
| Bank of America Corp | 57,437 | $1.34M | 0.00% | +25,967+82.5% | Added |
| Stifel Financial Corp | 55,717 | $1.30M | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 54,536 | $1.28M | 1.03% | +2,000+3.8% | Added |
| Ameriprise Financial Inc | 47,896 | $1.12M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 46,919 | $1.09M | 0.00% | −637−1.3% | Reduced |
| XTX Topco Ltd | 35,642 | $831.2K | 0.01% | +35,642 | New |
| Quantinno Capital Management LP | 35,489 | $827.6K | 0.00% | +13,439+60.9% | Added |
| Qube Research & Technologies Ltd | 34,629 | $807.5K | 0.00% | +34,629 | New |
| Panagora Asset Management Inc | 33,519 | $781.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,340 | $777.5K | 0.00% | −6,034−15.3% | Reduced |
| Kingsview Wealth Management, LLC | 32,097 | $748.5K | 0.01% | −1,000−3.0% | Reduced |
| Two Sigma Investments, LP | 30,304 | $706.7K | 0.00% | +5,994+24.7% | Added |
| Invesco Ltd. | 30,220 | $704.7K | 0.00% | +1,526+5.3% | Added |
| Rhumbline Advisers | 28,930 | $674.6K | 0.00% | −906−3.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,736 | $600.2K | 0.03% | +12,675+97.0% | Added |
| Richard Young Associates, Ltd. | 25,214 | $588.0K | 0.45% | −1,467−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 23,374 | $545.1K | 0.00% | −19,242−45.2% | Reduced |
| Alliancebernstein L.P. | 25,618 | $503.6K | 0.00% | +2,128+9.1% | Added |
| Captrust Financial Advisors | 20,381 | $475.3K | 0.00% | +59+0.3% | Added |
| Deutsche Bank AG | 18,967 | $442.3K | 0.00% | +3,071+19.3% | Added |
| Franklin Resources Inc | 18,201 | $424.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,284 | $357.0K | 0.00% | +1,493+10.8% | Added |
| Retirement Planning Group | 15,044 | $350.8K | 0.01% | +15,044 | New |
| Truist Financial Corp | 13,720 | $320.0K | 0.00% | −56−0.4% | Reduced |
| LPL Financial LLC | 12,847 | $299.6K | 0.00% | −7,100−35.6% | Reduced |
| Partners in Financial Planning | 12,520 | $292.0K | 0.05% | −342−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,601 | $270.5K | 0.00% | −35,194−75.2% | Reduced |
| MetLife Investment Management | 11,371 | $265.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,000 | $256.5K | 0.00% | −25,700−70.0% | Reduced |
| Balyasny Asset Management LLC | 10,821 | $252.3K | 0.00% | +10,821 | New |
| Los Angeles Capital Management LLC | 10,689 | $249.3K | 0.00% | −997−8.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,247 | $239.0K | 0.00% | −212−2.0% | Reduced |
| Mercer Global Advisors Inc | 10,219 | $238.3K | 0.00% | +10,219 | New |
| JPMorgan Chase & Co | 9,416 | $218.5K | 0.00% | −29,258−75.7% | Reduced |
| Vanguard Global Advisers, LLC | 8,704 | $203.0K | 0.00% | +8,704 | New |
| BNP Paribas Arbitrage, SA | 8,511 | $198.5K | 0.00% | +3,240+61.5% | Added |
| FMR LLC | 6,561 | $153.0K | 0.00% | +525+8.7% | Added |
| Barclays PLC | 6,176 | $144.0K | 0.00% | −28,726−82.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,367 | $125.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,531 | $105.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $102.1K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,233 | $74.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,143 | $73.3K | 0.00% | +644+25.8% | Added |
| CWM, LLC | 2,688 | $62.7K | 0.00% | +234+9.5% | Added |
| Geneos Wealth Management Inc. | 2,625 | $61.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,311 | $53.9K | 0.00% | +1,846+397.0% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $46.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,792 | $41.8K | 0.00% | −340−15.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $36.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,239 | $28.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,215 | $28.3K | 0.00% | −168−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,106 | $25.8K | 0.00% | +500+82.5% | Added |
| Salem Investment Counselors Inc | 900 | $21.0K | 0.00% | +900 | New |
| Farther Finance Advisors, LLC | 893 | $20.9K | 0.00% | +60+7.2% | Added |
| UBS Asset Management Americas Inc | 883 | $20.6K | 0.00% | +860+3,739.1% | Added |
| Advisor Group Holdings, Inc. | 812 | $18.9K | 0.00% | −105−11.5% | Reduced |
| Versant Capital Management, Inc | 742 | $17.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 654 | $15.3K | 0.00% | −972−59.8% | Reduced |
| Sterling Capital Management LLC | 624 | $14.6K | 0.00% | −469−42.9% | Reduced |
| EverSource Wealth Advisors, LLC | 482 | $11.2K | 0.00% | −31−6.0% | Reduced |