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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 32,894 | $1.12M | 0.01% | +797+2.5% | Added |
| D. E. Shaw & Co., Inc. | 33,587 | $1.14M | 0.00% | +10,213+43.7% | Added |
| EJF Capital LLC | 36,001 | $1.22M | 0.82% | −62,757−63.5% | Reduced |
| Panagora Asset Management Inc | 36,748 | $1.25M | 0.00% | +3,229+9.6% | Added |
| Quantinno Capital Management LP | 38,551 | $1.31M | 0.00% | +3,062+8.6% | Added |
| Millennium Management LLC | 38,617 | $1.31M | 0.00% | −85,387−68.9% | Reduced |
| Sierra Summit Advisors LLC | 39,579 | $1.35M | 0.15% | +39,579 | New |
| O'Shaughnessy Asset Management, LLC | 40,303 | $1.37M | 0.01% | +40,303 | New |
| Wells Fargo & Company | 41,227 | $1.40M | 0.00% | +7,887+23.7% | Added |
| SEI Investments Co | 41,591 | $1.41M | 0.00% | −38,788−48.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,775 | $1.49M | 0.00% | +43,775 | New |
| UBS Group AG | 44,040 | $1.50M | 0.00% | −24,228−35.5% | Reduced |
| Stifel Financial Corp | 50,256 | $1.71M | 0.00% | −5,461−9.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 53,299 | $1.81M | 0.00% | +41,698+359.4% | Added |
| Ameriprise Financial Inc | 57,890 | $1.97M | 0.00% | +9,994+20.9% | Added |
| First Manhattan Co | 60,000 | $2.04M | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 62,500 | $2.13M | 1.34% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 63,343 | $2.15M | 0.00% | +5,703+9.9% | Added |
| Massachusetts Financial Services Co | 67,266 | $2.29M | 0.00% | +67,266 | New |
| Bank of New York Mellon Corp | 71,536 | $2.43M | 0.00% | −14,608−17.0% | Reduced |
| Prudential Financial Inc | 79,175 | $2.69M | 0.00% | +79,175 | New |
| Aquatic Capital Management LLC | 81,103 | $2.76M | 0.09% | +81,103 | New |
| Invesco Ltd. | 84,658 | $2.88M | 0.00% | +54,438+180.1% | Added |
| State of Wisconsin Investment Board | 85,509 | $2.91M | 0.01% | +85,509 | New |
| Segall Bryant & Hamill, LLC | 87,905 | $2.99M | 0.04% | +87,905 | New |
| Mackenzie Financial Corp | 89,923 | $3.06M | 0.00% | +89,923 | New |
| Martingale Asset Management L P | 91,899 | $3.13M | 0.07% | +91,899 | New |
| First Trust Advisors LP | 93,226 | $3.17M | 0.00% | +15,219+19.5% | Added |
| Creative Planning | 96,464 | $3.28M | 0.00% | +37,071+62.4% | Added |
| Empowered Funds, LLC | 97,298 | $3.31M | 0.02% | +6,828+7.5% | Added |
| Trexquant Investment LP | 100,397 | $3.41M | 0.02% | −27,316−21.4% | Reduced |
| Jupiter Topco LLC | 101,719 | $3.46M | 0.00% | +101,719 | New |
| Maltese Capital Management LLC | 105,000 | $3.57M | 0.65% | −223,888−68.1% | Reduced |
| Bank of America Corp | 106,330 | $3.62M | 0.00% | +48,893+85.1% | Added |
| Two Sigma Investments, LP | 106,590 | $3.63M | 0.00% | +76,286+251.7% | Added |
| Basswood Capital Management, L.L.C. | 131,609 | $4.48M | 0.19% | −96,106−42.2% | Reduced |
| Bridgeway Capital Management, LLC | 141,683 | $4.82M | 0.08% | +6,828+5.1% | Added |
| Diversified Trust Co | 141,762 | $4.82M | 0.08% | +10,274+7.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 144,388 | $4.91M | 0.01% | −45,040−23.8% | Reduced |
| Vanguard Fiduciary Trust Co | 148,225 | $5.04M | 0.00% | +750+0.5% | Added |
| FMR LLC | 154,054 | $5.24M | 0.00% | +147,493+2,248.0% | Added |
| Tudor Investment Corp Et Al | 161,420 | $5.49M | 0.02% | +161,420 | New |
| Petiole USA ltd | 179,222 | $6.10M | 4.38% | −202,151−53.0% | Reduced |
| Huber Capital Management LLC | 183,553 | $6.24M | 0.92% | −7,000−3.7% | Reduced |
| Russell Investments Group, Ltd. | 186,228 | $6.33M | 0.01% | +82,122+78.9% | Added |
| Northern Trust Corp | 189,817 | $6.46M | 0.00% | +14,348+8.2% | Added |
| Nuveen, LLC | 195,185 | $6.64M | 0.00% | +148,266+316.0% | Added |
| Morgan Stanley | 222,626 | $7.57M | 0.00% | +102,807+85.8% | Added |
| Hillsdale Investment Management Inc. | 263,657 | $8.97M | 0.20% | +263,657 | New |
| Algert Global LLC | 278,213 | $9.46M | 0.11% | +121,433+77.5% | Added |
| AQR Capital Management LLC | 299,724 | $10.2M | 0.00% | +239,810+400.3% | Added |
| Vanguard Portfolio Management LLC | 301,842 | $10.3M | 0.00% | +137,966+84.2% | Added |
| Goldman Sachs Group Inc | 373,745 | $12.7M | 0.00% | +17,357+4.9% | Added |
| Kennedy Capital Management, Inc. | 384,084 | $13.1M | 0.23% | −65,533−14.6% | Reduced |
| Acadian Asset Management LLC | 387,397 | $13.2M | 0.02% | +387,397 | New |
| Geode Capital Management, LLC | 576,614 | $19.6M | 0.00% | +60,639+11.8% | Added |
| Lazard Asset Management LLC | 640,742 | $21.8M | 0.03% | +640,742 | New |
| American Century Companies Inc | 709,568 | $24.1M | 0.01% | +168,702+31.2% | Added |
| State Street Corp | 912,310 | $31.0M | 0.00% | +413,408+82.9% | Added |
| Vanguard Capital Management LLC | 955,877 | $32.5M | 0.00% | −29,106−3.0% | Reduced |
| Dimensional Fund Advisors LP | 1,256,126 | $42.7M | 0.01% | +80,201+6.8% | Added |
| BlackRock, Inc. | 1,796,799 | $61.1M | 0.00% | +127,981+7.7% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −1,502,119−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −135,991−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −104,692−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −93,295−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,747−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −54,536−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,629−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |