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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 14 | $326 | 0.00% | −398−96.6% | Reduced |
| MAI Capital Management | 16 | $374 | 0.00% | +5+45.5% | Added |
| Jones Financial Companies LLLP | 20 | $458 | 0.00% | +20 | New |
| Covestor Ltd | 26 | $1.00K | 0.00% | −37−58.7% | Reduced |
| IFP Advisors, Inc | 49 | $1.14K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 49 | $1.14K | 0.00% | +49 | New |
| Rothschild Investment LLC | 51 | $1.19K | 0.00% | +10+24.4% | Added |
| Signaturefd, LLC | 52 | $1.21K | 0.00% | +21+67.7% | Added |
| US Bancorp | 53 | $1.24K | 0.00% | +53 | New |
| True Wealth Design, LLC | 55 | $1.28K | 0.00% | +1+1.9% | Added |
| Parallel Advisors, LLC | 55 | $1.28K | 0.00% | +27+96.4% | Added |
| WPG Advisers, LLC | 72 | $1.68K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 73 | $1.69K | 0.00% | −4−5.2% | Reduced |
| Torren Management, LLC | 103 | $2.40K | 0.00% | −989−90.6% | Reduced |
| North Star Investment Management Corp. | 145 | $3.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 193 | $4.50K | 0.00% | −34−15.0% | Reduced |
| Optiver Holding B.V. | 234 | $5.46K | 0.00% | +24+11.4% | Added |
| Atlantic Union Bankshares Corp | 268 | $6.25K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 269 | $6.27K | 0.00% | +3+1.1% | Added |
| Royal Bank of Canada | 333 | $7.00K | 0.00% | −472−58.6% | Reduced |
| Harbor Capital Advisors, Inc. | 324 | $8.00K | 0.00% | +153+89.5% | Added |
| Quadrant Capital Group LLC | 358 | $8.35K | 0.00% | +33+10.2% | Added |
| Rockefeller Capital Management L.P. | 421 | $9.82K | 0.00% | +337+401.2% | Added |
| GAMMA Investing LLC | 434 | $10.1K | 0.00% | +23+5.6% | Added |
| Allworth Financial LP | 440 | $10.3K | 0.00% | +145+49.2% | Added |
| EverSource Wealth Advisors, LLC | 482 | $11.2K | 0.00% | −31−6.0% | Reduced |
| Sterling Capital Management LLC | 624 | $14.6K | 0.00% | −469−42.9% | Reduced |
| Federated Hermes, Inc. | 654 | $15.3K | 0.00% | −972−59.8% | Reduced |
| Versant Capital Management, Inc | 742 | $17.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 812 | $18.9K | 0.00% | −105−11.5% | Reduced |
| UBS Asset Management Americas Inc | 883 | $20.6K | 0.00% | +860+3,739.1% | Added |
| Farther Finance Advisors, LLC | 893 | $20.9K | 0.00% | +60+7.2% | Added |
| Salem Investment Counselors Inc | 900 | $21.0K | 0.00% | +900 | New |
| Tower Research Capital LLC (TRC) | 1,106 | $25.8K | 0.00% | +500+82.5% | Added |
| California State Teachers Retirement System | 1,215 | $28.3K | 0.00% | −168−12.1% | Reduced |
| Larson Financial Group LLC | 1,239 | $28.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $36.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,792 | $41.8K | 0.00% | −340−15.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,998 | $46.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,311 | $53.9K | 0.00% | +1,846+397.0% | Added |
| Geneos Wealth Management Inc. | 2,625 | $61.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,688 | $62.7K | 0.00% | +234+9.5% | Added |
| Citigroup Inc | 3,143 | $73.3K | 0.00% | +644+25.8% | Added |
| State of Alaska, Department of Revenue | 3,233 | $74.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $102.1K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,531 | $105.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,367 | $125.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,176 | $144.0K | 0.00% | −28,726−82.3% | Reduced |
| FMR LLC | 6,561 | $153.0K | 0.00% | +525+8.7% | Added |
| BNP Paribas Arbitrage, SA | 8,511 | $198.5K | 0.00% | +3,240+61.5% | Added |
| Vanguard Global Advisers, LLC | 8,704 | $203.0K | 0.00% | +8,704 | New |
| JPMorgan Chase & Co | 9,416 | $218.5K | 0.00% | −29,258−75.7% | Reduced |
| Mercer Global Advisors Inc | 10,219 | $238.3K | 0.00% | +10,219 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,247 | $239.0K | 0.00% | −212−2.0% | Reduced |
| Los Angeles Capital Management LLC | 10,689 | $249.3K | 0.00% | −997−8.5% | Reduced |
| Balyasny Asset Management LLC | 10,821 | $252.3K | 0.00% | +10,821 | New |
| Renaissance Technologies LLC | 11,000 | $256.5K | 0.00% | −25,700−70.0% | Reduced |
| MetLife Investment Management | 11,371 | $265.2K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 11,601 | $270.5K | 0.00% | −35,194−75.2% | Reduced |
| Partners in Financial Planning | 12,520 | $292.0K | 0.05% | −342−2.7% | Reduced |
| LPL Financial LLC | 12,847 | $299.6K | 0.00% | −7,100−35.6% | Reduced |
| Truist Financial Corp | 13,720 | $320.0K | 0.00% | −56−0.4% | Reduced |
| Retirement Planning Group | 15,044 | $350.8K | 0.01% | +15,044 | New |
| Price T Rowe Associates Inc | 15,284 | $357.0K | 0.00% | +1,493+10.8% | Added |
| Franklin Resources Inc | 18,201 | $424.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,967 | $442.3K | 0.00% | +3,071+19.3% | Added |
| Captrust Financial Advisors | 20,381 | $475.3K | 0.00% | +59+0.3% | Added |
| Alliancebernstein L.P. | 25,618 | $503.6K | 0.00% | +2,128+9.1% | Added |
| D. E. Shaw & Co., Inc. | 23,374 | $545.1K | 0.00% | −19,242−45.2% | Reduced |
| Richard Young Associates, Ltd. | 25,214 | $588.0K | 0.45% | −1,467−5.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,736 | $600.2K | 0.03% | +12,675+97.0% | Added |
| Rhumbline Advisers | 28,930 | $674.6K | 0.00% | −906−3.0% | Reduced |
| Invesco Ltd. | 30,220 | $704.7K | 0.00% | +1,526+5.3% | Added |
| Two Sigma Investments, LP | 30,304 | $706.7K | 0.00% | +5,994+24.7% | Added |
| Kingsview Wealth Management, LLC | 32,097 | $748.5K | 0.01% | −1,000−3.0% | Reduced |
| Wells Fargo & Company | 33,340 | $777.5K | 0.00% | −6,034−15.3% | Reduced |
| Panagora Asset Management Inc | 33,519 | $781.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,629 | $807.5K | 0.00% | +34,629 | New |
| Quantinno Capital Management LP | 35,489 | $827.6K | 0.00% | +13,439+60.9% | Added |
| XTX Topco Ltd | 35,642 | $831.2K | 0.01% | +35,642 | New |
| Nuveen, LLC | 46,919 | $1.09M | 0.00% | −637−1.3% | Reduced |
| Ameriprise Financial Inc | 47,896 | $1.12M | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 54,536 | $1.28M | 1.03% | +2,000+3.8% | Added |
| Stifel Financial Corp | 55,717 | $1.30M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 57,437 | $1.34M | 0.00% | +25,967+82.5% | Added |
| Charles Schwab Investment Management Inc | 57,640 | $1.34M | 0.00% | −7,629−11.7% | Reduced |
| Creative Planning | 59,393 | $1.39M | 0.00% | +19,169+47.7% | Added |
| AQR Capital Management LLC | 59,914 | $1.40M | 0.00% | +13,753+29.8% | Added |
| First Manhattan Co | 60,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 62,500 | $1.46M | 0.92% | 00.0% | Unchanged |
| UBS Group AG | 68,268 | $1.59M | 0.00% | +33,171+94.5% | Added |
| Jane Street Group, LLC | 70,747 | $1.65M | 0.00% | +57,436+431.5% | Added |
| First Trust Advisors LP | 78,007 | $1.82M | 0.00% | −511−0.7% | Reduced |
| SEI Investments Co | 80,379 | $1.87M | 0.00% | +41,836+108.5% | Added |
| Bank of New York Mellon Corp | 86,144 | $2.01M | 0.00% | −2,770−3.1% | Reduced |
| Empowered Funds, LLC | 90,470 | $2.11M | 0.01% | +90,470 | New |
| RMB Capital Management, LLC | 93,295 | $2.18M | 0.04% | 00.0% | Unchanged |
| EJF Capital LLC | 98,758 | $2.30M | 1.62% | −62,371−38.7% | Reduced |
| Russell Investments Group, Ltd. | 104,106 | $2.43M | 0.00% | −112−0.1% | Reduced |
| Mendon Capital Advisors Corp | 104,692 | $2.44M | 0.95% | −12,700−10.8% | Reduced |