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Carter Bankshares (CARE) Institutional Ownership

Carter Bankshares logo
$26.15 +0.64 (+2.51%)
Closing price 04:00 PM Eastern
Extended Trading
$26.14 -0.01 (-0.04%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Carter Bankshares (NASDAQ:CARE)

Current
Institutional Ownership
Percentage
41.48%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$39.66M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$13.06M
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CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp86,144$2.01M0.0%-3.1%0.389%
5/4/2026Retirement Planning Group LLC15,044$351K0.0%N/A0.068%
2/19/2026Invesco Ltd.28,694$564K0.0%-9.4%0.130%
2/18/2026Empowered Funds LLC82,278$1.62M0.0%+27.3%0.373%
2/18/2026Polymer Capital Management US LLC15,460$304K0.0%+21.5%0.070%
2/18/2026Millennium Management LLC11,137$219K0.0%-32.9%0.050%
2/18/2026Bridgeway Capital Management LLC126,663$2.49M0.1%+16.2%0.573%
2/17/2026AQR Capital Management LLC46,161$908K0.0%-2.7%0.209%
2/17/2026Trexquant Investment LP59,917$1.18M0.0%+24.9%0.271%
2/17/2026Price T Rowe Associates Inc. MD13,791$272K0.0%+14.0%0.062%
2/17/2026Russell Investments Group Ltd.104,218$2.05M0.0%-15.7%0.472%
2/17/2026Maltese Capital Management LLC395,800$7.78M1.4%+7.3%1.792%
2/16/2026Squarepoint Ops LLC90,021$1.77M0.0%N/A0.408%
2/16/2026Panagora Asset Management Inc.33,519$659K0.0%-47.9%0.152%
2/16/2026Huber Capital Management LLC191,053$3.76M0.6%+0.3%0.865%
2/16/2026Barclays PLC34,902$686K0.0%+8.1%0.158%
2/13/2026Fourthstone LLC1,236,393$24.31M4.5%+19.1%5.597%
2/13/2026First Trust Advisors LP78,518$1.54M0.0%-4.7%0.355%
2/13/2026Charles Schwab Investment Management Inc.65,269$1.28M0.0%-3.5%0.295%
2/13/2026 Police & Firemen s Retirement System of New Jersey5,367$106K0.0%-27.3%0.024%
2/13/2026State Street Corp517,341$10.17M0.0%-1.8%2.342%
2/13/2026Martingale Asset Management L P60,484$1.19M0.0%N/A0.274%
2/13/2026Wells Fargo & Company MN39,374$774K0.0%+20.1%0.178%
2/12/2026MetLife Investment Management LLC11,371$224K0.0%-17.0%0.051%
2/12/2026Renaissance Technologies LLC36,700$722K0.0%+11.2%0.166%
2/12/2026Dimensional Fund Advisors LP1,123,730$22.09M0.0%-0.6%5.088%
2/12/2026Federated Hermes Inc.1,626$32K0.0%+98.3%0.007%
2/12/2026Campbell & CO Investment Adviser LLC13,061$257K0.0%-12.9%0.059%
2/11/2026Empowered Funds LLC82,278$1.62M0.0%+27.3%0.372%
2/11/2026LPL Financial LLC19,947$392K0.0%-6.6%0.090%
2/11/2026Los Angeles Capital Management LLC11,686$230K0.0%-26.5%0.053%
2/10/2026Goldman Sachs Group Inc.300,553$5.91M0.0%+11.1%1.361%
2/9/2026Kingsview Wealth Management LLC33,097$651K0.0%-2.9%0.150%
2/9/2026Geode Capital Management LLC508,322$10.00M0.0%-4.0%2.301%
2/5/2026Richard Young Associates Ltd.26,681$525K0.4%N/A0.121%
2/2/2026 Truist Financial Corp13,776$271K0.0%-21.3%0.062%
2/2/2026Partners in Financial Planning12,862$253K0.0%-11.6%0.058%
2/2/2026 Strs Ohio5,500$108K0.0%-61.8%0.025%
1/23/2026 State of Alaska Department of Revenue3,233$63K0.0%+243.2%0.015%
1/21/2026 Daytona Street Capital LLC52,536$1.03M0.7%N/A0.238%
1/9/2026 SG Americas Securities LLC9,132$180K0.0%N/A0.041%
1/9/2026 Diversified Trust Co.131,388$2.58M0.0%-2.0%0.595%
1/1/2026JPMorgan Chase & Co.59,118$1.15M0.0%+9.8%0.268%
11/17/2025Polymer Capital Management US LLC12,726$247K0.0%N/A0.058%
11/17/2025Qube Research & Technologies Ltd37,086$720K0.0%-23.7%0.168%
11/17/2025Maltese Capital Management LLC369,000$7.16M1.1%+1.1%1.670%
11/17/2025Millennium Management LLC16,598$322K0.0%+48.0%0.075%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,498$204K0.0%-16.4%0.048%
11/17/2025Citadel Advisors LLC46,398$901K0.0%-67.9%0.210%
11/17/2025Bank of America Corp DE31,746$616K0.0%-6.1%0.144%
11/17/2025Alliancebernstein L.P.23,490$456K0.0%-3.5%0.106%
11/17/2025Ameriprise Financial Inc.47,897$930K0.0%-30.1%0.217%
11/14/2025Creative Planning37,103$720K0.0%+95.1%0.168%
11/14/2025Mendon Capital Advisors Corp117,392$2.28M0.9%-17.6%0.531%
11/14/2025Hotchkis & Wiley Capital Management LLC191,238$3.71M0.0%-10.2%0.866%
11/14/2025Two Sigma Investments LP63,637$1.24M0.0%+23.1%0.288%
11/14/2025Bridgeway Capital Management LLC109,013$2.12M0.0%-31.9%0.493%
11/14/2025Rhino Investment Partners Inc3,758$73K0.0%-45.6%0.017%
11/13/2025Kennedy Capital Management LLC441,076$8.56M0.2%+12.9%1.997%
11/13/2025BNP Paribas Financial Markets7,334$142K0.0%+90.1%0.033%
11/13/2025Russell Investments Group Ltd.123,654$2.40M0.0%+20.9%0.560%
11/13/2025First Trust Advisors LP82,410$1.60M0.0%+457.6%0.373%
11/12/2025Dimensional Fund Advisors LP1,130,055$21.93M0.0%+2.2%5.116%
11/12/2025Kingsview Wealth Management LLC34,097$662K0.0%-2.9%0.154%
11/12/2025EJF Capital LLC160,505$3.12M1.8%+23.9%0.727%
11/7/2025Vanguard Group Inc.1,284,214$24.93M0.0%-0.2%5.814%
11/7/2025JPMorgan Chase & Co.59,118$1.15M0.0%+9.8%0.268%
11/3/2025New York State Common Retirement Fund4,531$88K0.0%+44.7%0.020%
10/30/2025 Strs Ohio14,400$280K0.0%-26.2%0.064%
10/28/2025Campbell & CO Investment Adviser LLC15,003$291K0.0%-11.3%0.066%
10/20/2025Salzhauer Michael27,744$539K0.2%+158.2%0.122%
8/18/2025Geneos Wealth Management Inc.2,625$46K0.0%+140.6%0.012%
8/15/2025Tower Research Capital LLC TRC 3,776$65K0.0%+113.6%0.017%
8/15/2025Salzhauer Michael10,744$186K0.1%N/A0.047%
8/15/2025Group One Trading LLC52,661$913K0.0%+403.4%0.232%
8/15/2025EJF Capital LLC129,542$2.25M1.8%-6.7%0.571%
8/15/2025Engineers Gate Manager LP15,095$262K0.0%+16.8%0.067%
8/15/2025Curi Capital LLC93,295$1.62M0.0%+388.0%0.412%
8/15/2025BNP Paribas Financial Markets3,858$67K0.0%-34.6%0.017%
8/15/2025Bridgeway Capital Management LLC160,113$2.78M0.1%+5.9%0.706%
8/15/2025Bank of America Corp DE33,796$586K0.0%+53.4%0.149%
8/15/2025Ameriprise Financial Inc.68,570$1.19M0.0%+21.6%0.302%
8/14/2025Mendon Capital Advisors Corp142,392$2.47M1.2%+106.0%0.628%
8/14/2025Jane Street Group LLC47,971$832K0.0%+32.6%0.212%
8/14/2025Raymond James Financial Inc.6,236$108K0.0%N/A0.028%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,562$218K0.0%-7.9%0.055%
8/14/2025Fourthstone LLC583,893$10.13M2.0%+31.5%2.576%
8/14/2025Qube Research & Technologies Ltd48,609$843K0.0%-20.9%0.214%
8/13/2025First Trust Advisors LP14,780$256K0.0%+6.7%0.065%
8/13/2025Kennedy Capital Management LLC390,557$6.77M0.2%+6.1%1.723%
8/13/2025Invesco Ltd.30,418$527K0.0%-8.0%0.134%
8/13/2025Arrowstreet Capital Limited Partnership46,795$811K0.0%+7.0%0.206%
8/13/2025Panagora Asset Management Inc.79,152$1.37M0.0%+21.9%0.349%
8/13/2025New York State Common Retirement Fund3,131$54K0.0%-64.9%0.014%
8/13/2025Russell Investments Group Ltd.102,318$1.77M0.0%-16.9%0.451%
8/12/2025Prudential Financial Inc.32,070$556K0.0%+33.4%0.141%
8/12/2025American Century Companies Inc.349,538$6.06M0.0%+3.8%1.542%
8/12/2025JPMorgan Chase & Co.53,852$934K0.0%-33.1%0.238%
8/8/2025Kingsview Wealth Management LLC35,099$609K0.0%-2.8%0.155%
8/8/2025Creative Planning19,015$330K0.0%N/A0.084%


CARE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARE shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Carter Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($24.93M), Fourthstone LLC ($24.31M), Dimensional Fund Advisors LP ($22.09M), State Street Corp ($10.17M), Geode Capital Management LLC ($10.00M), Nuveen LLC ($9.02M), and Kennedy Capital Management LLC ($8.56M).Learn more on Carter Bankshares' institutional investors.

What percentage of Carter Bankshares' stock is owned by institutional investors?

41.48% of Carter Bankshares' stock is owned by institutional investors. Learn more on CARE's institutional investor holdings.

Which institutional investors have been buying Carter Bankshares' stock?

Of the 84 institutional investors that purchased Carter Bankshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($798.91K), Nuveen LLC ($557.50K), Mendon Capital Advisors Corp ($172.39K), Hotchkis & Wiley Capital Management LLC ($159.04K), Dimensional Fund Advisors LP ($150.93K), Kennedy Capital Management LLC ($143.67K), and Diversified Trust Co ($134.10K).

How much institutional buying is happening at Carter Bankshares?

Institutional investors have bought a total of 2,219,039 shares in the last 24 months. This purchase volume represents approximately $39.66M in transactions.

Which of Carter Bankshares' major shareholders have been selling company stock?

Of the 42 institutional investors that sold Carter Bankshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($132.40K), Citadel Advisors LLC ($97.92K), EJF Capital LLC ($74.32K), Bridgeway Capital Management LLC ($51.10K), Russell Investments Group Ltd. ($40.20K), Panagora Asset Management Inc. ($30.82K), and JPMorgan Chase & Co. ($26.70K).

How much institutional selling is happening at Carter Bankshares?

Institutional investors have sold a total of 720,622 shares in the last 24 months. This volume of shares sold represents approximately $13.06M in transactions.


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This page (NASDAQ:CARE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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