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, Q2 2026
Institutional positions in Carter Bankshares, Inc. as of Jun 30, 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
- 162
- +38 vs. Q1 2026
- Shares held
- 14.5M
- +1.83M (+14.4%) vs. Q1 2026
- Total value
- $493.2M
- +$197.5M (+66.8%) vs. Q1 2026
- New holders
- 50
- 58 more added
- Sold out
- 12
- 33 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carter Bankshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −15−57.7% | Reduced |
| SJS Investment Consulting Inc. | 6 | $205 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 20 | $672 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 27 | $918 | 0.00% | +27 | New |
| Silver Grove Financial Group, Inc. | 32 | $1.09K | 0.00% | +32 | New |
| IFP Advisors, Inc | 45 | $1.53K | 0.00% | −4−8.2% | Reduced |
| Quarry LP | 57 | $1.94K | 0.00% | +57 | New |
| Clearstead Advisors, LLC | 69 | $2.35K | 0.00% | +69 | New |
| Smartleaf Asset Management LLC | 73 | $2.43K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $2.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 87 | $2.96K | 0.00% | +87 | New |
| Parallel Advisors, LLC | 88 | $2.99K | 0.00% | +33+60.0% | Added |
| True Wealth Design, LLC | 88 | $2.99K | 0.00% | +33+60.0% | Added |
| Optiver Holding B.V. | 90 | $3.06K | 0.00% | −144−61.5% | Reduced |
| Essential Partners LLC | 99 | $3.37K | 0.00% | −170−63.2% | Reduced |
| Torren Management, LLC | 103 | $3.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $4.93K | 0.00% | −748−83.8% | Reduced |
| North Star Investment Management Corp. | 145 | $4.93K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 147 | $5.00K | 0.00% | +96+188.2% | Added |
| Fortitude Family Office, LLC | 193 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 199 | $6.77K | 0.00% | −222−52.7% | Reduced |
| Atlantic Union Bankshares Corp | 268 | $9.12K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 306 | $10.4K | 0.00% | −909−74.8% | Reduced |
| Harbor Capital Advisors, Inc. | 324 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $11.8K | 0.00% | −136−28.2% | Reduced |
| US Bancorp | 375 | $12.8K | 0.00% | +322+607.5% | Added |
| Signaturefd, LLC | 391 | $13.3K | 0.00% | +339+651.9% | Added |
| GAMMA Investing LLC | 434 | $14.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 576 | $19.6K | 0.00% | +562+4,014.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 600 | $20.4K | 0.01% | +600 | New |
| Versant Capital Management, Inc | 742 | $25.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 812 | $27.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 883 | $30.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 900 | $30.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 955 | $32.0K | 0.00% | +622+186.8% | Added |
| Allworth Financial LP | 1,140 | $38.8K | 0.00% | +700+159.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,213 | $41.3K | 0.01% | +1,213 | New |
| Larson Financial Group LLC | 1,244 | $42.3K | 0.00% | +5+0.4% | Added |
| Tower Research Capital LLC (TRC) | 1,435 | $48.8K | 0.00% | +329+29.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $52.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,560 | $53.1K | 0.00% | −751−32.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,998 | $68.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,148 | $73.1K | 0.00% | +356+19.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,336 | $79.4K | 0.00% | +2,336 | New |
| Geneos Wealth Management Inc. | 2,625 | $89.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,650 | $90.1K | 0.00% | +2,650 | New |
| State of Alaska, Department of Revenue | 3,233 | $109.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,365 | $151.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,021 | $204.8K | 0.06% | +6,021 | New |
| Quantbot Technologies LP | 6,043 | $205.5K | 0.01% | +6,043 | New |
| Virtu Financial LLC | 6,499 | $221.0K | 0.01% | +6,499 | New |
| Ethic Inc. | 6,627 | $225.4K | 0.00% | +6,627 | New |
| Police & Firemen's Retirement System of New Jersey | 6,746 | $229.4K | 0.00% | +1,379+25.7% | Added |
| State Board of Administration of Florida Retirement System | 6,760 | $229.9K | 0.00% | +6,760 | New |
| Cary Street Partners Financial LLC | 6,874 | $233.8K | 0.01% | +6,874 | New |
| Allegheny Financial Group LTD | 7,148 | $243.1K | 0.03% | +7,148 | New |
| Semanteon Capital Management, LP | 7,560 | $257.1K | 1.16% | +7,560 | New |
| HighTower Advisors, LLC | 7,585 | $258.0K | 0.00% | +7,585 | New |
| Cambria Investment Management, L.P. | 8,241 | $280.3K | 0.01% | +8,241 | New |
| Mariner, LLC | 8,609 | $292.7K | 0.00% | +8,609 | New |
| Cambridge Investment Research Advisors, Inc. | 8,631 | $294.0K | 0.00% | +8,631 | New |
| New York State Common Retirement Fund | 8,731 | $296.9K | 0.00% | +4,200+92.7% | Added |
| Sterling Capital Management LLC | 9,182 | $312.3K | 0.01% | +8,558+1,371.5% | Added |
| Cornerstone Investment Partners, LLC | 9,301 | $316.3K | 0.01% | +9,301 | New |
| BNP Paribas Arbitrage, SA | 9,484 | $322.6K | 0.00% | +973+11.4% | Added |
| Magnetar Financial LLC | 9,529 | $324.1K | 0.00% | +9,529 | New |
| State of Tennessee, Treasury Department | 9,620 | $327.2K | 0.00% | +9,620 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,239 | $348.2K | 0.00% | −8−0.1% | Reduced |
| Los Angeles Capital Management LLC | 10,409 | $354.0K | 0.00% | −280−2.6% | Reduced |
| JPMorgan Chase & Co | 10,968 | $365.5K | 0.00% | +1,552+16.5% | Added |
| Partners in Financial Planning | 12,299 | $418.3K | 0.06% | −221−1.8% | Reduced |
| State of Wyoming | 12,621 | $429.2K | 0.04% | +12,621 | New |
| MetLife Investment Management | 12,673 | $431.0K | 0.00% | +1,302+11.5% | Added |
| LPL Financial LLC | 12,696 | $431.8K | 0.00% | −151−1.2% | Reduced |
| Caxton Associates LLP | 12,821 | $436.0K | 0.01% | +12,821 | New |
| Truist Financial Corp | 12,855 | $437.2K | 0.00% | −865−6.3% | Reduced |
| LightSquare Wealth Management, LLC | 14,709 | $500.3K | 0.34% | +14,709 | New |
| SG Americas Securities, LLC | 14,835 | $505.0K | 0.00% | +14,835 | New |
| Mercer Global Advisors Inc | 14,942 | $508.2K | 0.00% | +4,723+46.2% | Added |
| Baader Bank INC | 15,000 | $510.1K | 0.04% | +15,000 | New |
| Retirement Planning Group | 15,044 | $511.6K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 23,780 | $554.5K | 0.00% | −1,838−7.2% | Reduced |
| Price T Rowe Associates Inc | 18,411 | $627.0K | 0.00% | +3,127+20.5% | Added |
| Vanguard Global Advisers, LLC | 19,390 | $659.5K | 0.00% | +10,686+122.8% | Added |
| Engineers Gate Manager LP | 20,800 | $707.4K | 0.01% | +20,800 | New |
| Rafferty Asset Management, LLC | 21,471 | $730.2K | 0.00% | +21,471 | New |
| Captrust Financial Advisors | 21,676 | $737.2K | 0.00% | +1,295+6.4% | Added |
| Marshall Wace, LLP | 22,118 | $752.2K | 0.00% | +22,118 | New |
| Deutsche Bank AG | 22,366 | $760.7K | 0.00% | +3,399+17.9% | Added |
| XTX Topco Ltd | 22,894 | $778.6K | 0.01% | −12,748−35.8% | Reduced |
| Gsa Capital Partners LLP | 23,819 | $810.0K | 0.05% | +23,819 | New |
| Richard Young Associates, Ltd. | 24,471 | $832.3K | 0.55% | −743−2.9% | Reduced |
| Citadel Advisors LLC | 24,604 | $836.8K | 0.00% | −111,061−81.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 25,930 | $896.9K | 0.00% | +25,930 | New |
| Barclays PLC | 26,567 | $903.5K | 0.00% | +20,391+330.2% | Added |
| Franklin Resources Inc | 26,935 | $916.1K | 0.00% | +8,734+48.0% | Added |
| Campbell & CO Investment Adviser LLC | 28,790 | $979.1K | 0.05% | +3,054+11.9% | Added |
| Rhumbline Advisers | 28,824 | $980.3K | 0.00% | −106−0.4% | Reduced |
| Citigroup Inc | 29,114 | $990.2K | 0.00% | +25,971+826.3% | Added |
| Balyasny Asset Management LLC | 31,801 | $1.08M | 0.00% | +20,980+193.9% | Added |