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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 8,731 | $296.9K | 0.00% | +4,200+92.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,631 | $294.0K | 0.00% | +8,631 | New |
| Mariner, LLC | 8,609 | $292.7K | 0.00% | +8,609 | New |
| Cambria Investment Management, L.P. | 8,241 | $280.3K | 0.01% | +8,241 | New |
| HighTower Advisors, LLC | 7,585 | $258.0K | 0.00% | +7,585 | New |
| Semanteon Capital Management, LP | 7,560 | $257.1K | 1.16% | +7,560 | New |
| Allegheny Financial Group LTD | 7,148 | $243.1K | 0.03% | +7,148 | New |
| Cary Street Partners Financial LLC | 6,874 | $233.8K | 0.01% | +6,874 | New |
| State Board of Administration of Florida Retirement System | 6,760 | $229.9K | 0.00% | +6,760 | New |
| Police & Firemen's Retirement System of New Jersey | 6,746 | $229.4K | 0.00% | +1,379+25.7% | Added |
| Ethic Inc. | 6,627 | $225.4K | 0.00% | +6,627 | New |
| Virtu Financial LLC | 6,499 | $221.0K | 0.01% | +6,499 | New |
| Quantbot Technologies LP | 6,043 | $205.5K | 0.01% | +6,043 | New |
| Aigen Investment Management, LP | 6,021 | $204.8K | 0.06% | +6,021 | New |
| Salomon & Ludwin, LLC | 4,365 | $151.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,233 | $109.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,650 | $90.1K | 0.00% | +2,650 | New |
| Geneos Wealth Management Inc. | 2,625 | $89.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,336 | $79.4K | 0.00% | +2,336 | New |
| Legal & General Group Plc | 2,148 | $73.1K | 0.00% | +356+19.9% | Added |
| Ameritas Investment Partners, Inc. | 1,998 | $68.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,560 | $53.1K | 0.00% | −751−32.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,548 | $52.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,435 | $48.8K | 0.00% | +329+29.7% | Added |
| Larson Financial Group LLC | 1,244 | $42.3K | 0.00% | +5+0.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,213 | $41.3K | 0.01% | +1,213 | New |
| Allworth Financial LP | 1,140 | $38.8K | 0.00% | +700+159.1% | Added |
| Royal Bank of Canada | 955 | $32.0K | 0.00% | +622+186.8% | Added |
| Salem Investment Counselors Inc | 900 | $30.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 883 | $30.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 812 | $27.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $25.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 600 | $20.4K | 0.01% | +600 | New |
| Nisa Investment Advisors, LLC | 576 | $19.6K | 0.00% | +562+4,014.3% | Added |
| GAMMA Investing LLC | 434 | $14.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 391 | $13.3K | 0.00% | +339+651.9% | Added |
| US Bancorp | 375 | $12.8K | 0.00% | +322+607.5% | Added |
| EverSource Wealth Advisors, LLC | 346 | $11.8K | 0.00% | −136−28.2% | Reduced |
| Harbor Capital Advisors, Inc. | 324 | $11.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 306 | $10.4K | 0.00% | −909−74.8% | Reduced |
| Atlantic Union Bankshares Corp | 268 | $9.12K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 199 | $6.77K | 0.00% | −222−52.7% | Reduced |
| Fortitude Family Office, LLC | 193 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 147 | $5.00K | 0.00% | +96+188.2% | Added |
| North Star Investment Management Corp. | 145 | $4.93K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $4.93K | 0.00% | −748−83.8% | Reduced |
| Torren Management, LLC | 103 | $3.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 99 | $3.37K | 0.00% | −170−63.2% | Reduced |
| Optiver Holding B.V. | 90 | $3.06K | 0.00% | −144−61.5% | Reduced |
| 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 |
| UMA Financial Services, Inc. | 87 | $2.96K | 0.00% | +87 | New |
| WPG Advisers, LLC | 72 | $2.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 73 | $2.43K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 69 | $2.35K | 0.00% | +69 | New |
| Quarry LP | 57 | $1.94K | 0.00% | +57 | New |
| IFP Advisors, Inc | 45 | $1.53K | 0.00% | −4−8.2% | Reduced |
| Silver Grove Financial Group, Inc. | 32 | $1.09K | 0.00% | +32 | New |
| Zions Bancorporation, National Association | 27 | $918 | 0.00% | +27 | New |
| Jones Financial Companies LLLP | 20 | $672 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $205 | 0.00% | +6 | New |
| Covestor Ltd | 11 | $0 | 0.00% | −15−57.7% | Reduced |
| 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 |