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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.

Q2 2026 vs. Q1 2026

How the institutions holding Carter Bankshares, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CARE: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1251162+38
Shares12.7M2.69K14.5M+1.83M (+14.4%)
Value$295.7M$62.7K$493.2M+$197.5M (+66.8%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Carter Bankshares, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CARE in Q2 2026
InstitutionSharesValue% of portfolio
Lazard Asset Management LLC640,742$21.8M0.03%
Acadian Asset Management LLC387,397$13.2M0.02%
Hillsdale Investment Management Inc.263,657$8.97M0.20%
Tudor Investment Corp Et Al161,420$5.49M0.02%
Jupiter Topco LLC101,719$3.46M0.00%
Martingale Asset Management L P91,899$3.13M0.07%
Mackenzie Financial Corp89,923$3.06M0.00%
Segall Bryant & Hamill, LLC87,905$2.99M0.04%
State of Wisconsin Investment Board85,509$2.91M0.01%
Aquatic Capital Management LLC81,103$2.76M0.09%
Prudential Financial Inc79,175$2.69M0.00%
Massachusetts Financial Services Co67,266$2.29M0.00%
Connor, Clark & Lunn Investment Management Ltd.43,775$1.49M0.00%
O'Shaughnessy Asset Management, LLC40,303$1.37M0.01%
Sierra Summit Advisors LLC39,579$1.35M0.15%
Allspring Global Investments Holdings, LLC25,930$896.9K0.00%
Gsa Capital Partners LLP23,819$810.0K0.05%
Marshall Wace, LLP22,118$752.2K0.00%
Rafferty Asset Management, LLC21,471$730.2K0.00%
Engineers Gate Manager LP20,800$707.4K0.01%
Baader Bank INC15,000$510.1K0.04%
SG Americas Securities, LLC14,835$505.0K0.00%
LightSquare Wealth Management, LLC14,709$500.3K0.34%
Caxton Associates LLP12,821$436.0K0.01%
State of Wyoming12,621$429.2K0.04%
State of Tennessee, Treasury Department9,620$327.2K0.00%
Magnetar Financial LLC9,529$324.1K0.00%
Cornerstone Investment Partners, LLC9,301$316.3K0.01%
Cambridge Investment Research Advisors, Inc.8,631$294.0K0.00%
Mariner, LLC8,609$292.7K0.00%
Cambria Investment Management, L.P.8,241$280.3K0.01%
HighTower Advisors, LLC7,585$258.0K0.00%
Semanteon Capital Management, LP7,560$257.1K1.16%
Allegheny Financial Group LTD7,148$243.1K0.03%
Cary Street Partners Financial LLC6,874$233.8K0.01%
State Board of Administration of Florida Retirement System6,760$229.9K0.00%
Ethic Inc.6,627$225.4K0.00%
Virtu Financial LLC6,499$221.0K0.01%
Quantbot Technologies LP6,043$205.5K0.01%
Aigen Investment Management, LP6,021$204.8K0.06%
SRS Capital Advisors, Inc.2,650$90.1K0.00%
Mirae Asset Global Investments Co., Ltd.2,336$79.4K0.00%
Caitong International Asset Management Co., Ltd1,213$41.3K0.01%
Mark Sheptoff Financial Planning, LLC600$20.4K0.01%
UMA Financial Services, Inc.87$2.96K0.00%
Clearstead Advisors, LLC69$2.35K0.00%
Quarry LP57$1.94K0.00%
Silver Grove Financial Group, Inc.32$1.09K0.00%
Zions Bancorporation, National Association27$9180.00%
SJS Investment Consulting Inc.6$2050.00%

Sold out (12)

Institutions that held Carter Bankshares, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CARE in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Fourthstone LLC1,502,119$35.0M
Squarepoint Ops LLC135,991$3.17M
Mendon Capital Advisors Corp104,692$2.44M
RMB Capital Management, LLC93,295$2.18M
Jane Street Group, LLC70,747$1.65M
Daytona Street Capital LLC54,536$1.28M
Qube Research & Technologies Ltd34,629$807.5K
Renaissance Technologies LLC11,000$256.5K
Federated Hermes, Inc.654$15.3K
Quadrant Capital Group LLC358$8.35K
Root Financial Partners, LLC49$1.14K
MAI Capital Management16$374

Not filed for Q2 2026 yet (1)

Institutions that held Carter Bankshares, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CARE in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC2,688$62.7K