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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 440 | $10.3K | 0.00% | +145+49.2% | Added |
| GAMMA Investing LLC | 434 | $10.1K | 0.00% | +23+5.6% | Added |
| Rockefeller Capital Management L.P. | 421 | $9.82K | 0.00% | +337+401.2% | Added |
| Quadrant Capital Group LLC | 358 | $8.35K | 0.00% | +33+10.2% | Added |
| Harbor Capital Advisors, Inc. | 324 | $8.00K | 0.00% | +153+89.5% | Added |
| Royal Bank of Canada | 333 | $7.00K | 0.00% | −472−58.6% | Reduced |
| Essential Partners LLC | 269 | $6.27K | 0.00% | +3+1.1% | Added |
| Atlantic Union Bankshares Corp | 268 | $6.25K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 234 | $5.46K | 0.00% | +24+11.4% | Added |
| Fortitude Family Office, LLC | 193 | $4.50K | 0.00% | −34−15.0% | Reduced |
| North Star Investment Management Corp. | 145 | $3.38K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 103 | $2.40K | 0.00% | −989−90.6% | Reduced |
| Smartleaf Asset Management LLC | 73 | $1.69K | 0.00% | −4−5.2% | Reduced |
| WPG Advisers, LLC | 72 | $1.68K | 0.00% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 53 | $1.24K | 0.00% | +53 | New |
| Signaturefd, LLC | 52 | $1.21K | 0.00% | +21+67.7% | Added |
| Rothschild Investment LLC | 51 | $1.19K | 0.00% | +10+24.4% | Added |
| IFP Advisors, Inc | 49 | $1.14K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 49 | $1.14K | 0.00% | +49 | New |
| Covestor Ltd | 26 | $1.00K | 0.00% | −37−58.7% | Reduced |
| Jones Financial Companies LLLP | 20 | $458 | 0.00% | +20 | New |
| MAI Capital Management | 16 | $374 | 0.00% | +5+45.5% | Added |
| Nisa Investment Advisors, LLC | 14 | $326 | 0.00% | −398−96.6% | Reduced |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −64,987−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −60,484−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −31,375−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −27,744−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −25,325−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −15,460−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,132−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |