Free Trial

Carter Bankshares (CARE) Institutional Ownership

Carter Bankshares logo
$16.68 +0.12 (+0.72%)
Closing price 06/10/2025 04:00 PM Eastern
Extended Trading
$16.68 0.00 (-0.02%)
As of 04:05 AM 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Carter Bankshares (NASDAQ:CARE)

Current
Institutional Ownership
Percentage
41.48%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$41.32M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$17.50M
Get CARE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Carter Bankshares stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers34,981$566K0.0%-30.9%0.151%
5/28/2025 Strs Ohio21,000$340K0.0%N/A0.091%
5/21/2025 Acadian Asset Management LLC82,105$1.33M0.0%+7.6%0.354%
5/21/2025 Mendon Capital Advisors Corp69,117$1.12M0.5%+7.8%0.298%
5/19/2025 Jane Street Group LLC36,170$585K0.0%N/A0.156%
5/16/2025 Empowered Funds LLC90,725$1.47M0.0%+7.3%0.392%
5/16/2025 Goldman Sachs Group Inc.209,610$3.39M0.0%-24.0%0.905%
5/16/2025 EJF Capital LLC138,772$2.25M1.4%-31.9%0.599%
5/16/2025 Curi RMB Capital LLC19,117$309K0.0%+35.4%0.083%
5/16/2025 AQR Capital Management LLC25,175$407K0.0%+88.1%0.109%
5/15/2025 Cubist Systematic Strategies LLC24,547$397K0.0%+3.1%0.106%
5/15/2025 Trexquant Investment LP52,533$850K0.0%-7.1%0.227%
5/14/2025 Hotchkis & Wiley Capital Management LLC181,640$2.94M0.0%-1.5%0.784%
5/14/2025 Martingale Asset Management L P17,730$287K0.0%N/A0.077%
5/13/2025 American Century Companies Inc.336,603$5.45M0.0%-1.9%1.453%
5/12/2025 Nuveen LLC557,504$9.02M0.0%N/A2.407%
5/12/2025 Invesco Ltd.33,075$535K0.0%-13.3%0.143%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.51,488$833K0.0%+18.6%0.222%
5/9/2025 Vanguard Group Inc.1,292,161$20.91M0.0%+1.2%5.579%
5/7/2025 Mackenzie Financial Corp50,069$810K0.0%+78.6%0.216%
5/2/2025 Bailard Inc.18,627$301K0.0%N/A0.081%
4/29/2025 Bank of New York Mellon Corp69,229$1.12M0.0%-1.4%0.299%
4/8/2025 Rhumbline Advisers34,981$566K0.0%-30.9%0.151%
2/20/2025 Mackenzie Financial Corp28,030$493K0.0%N/A0.121%
2/17/2025 Two Sigma Advisers LP59,500$1.05M0.0%+12.1%0.258%
2/17/2025 Two Sigma Investments LP62,485$1.10M0.0%+12.9%0.271%
2/17/2025 Man Group plc12,954$228K0.0%N/A0.056%
2/17/2025Nuveen Asset Management LLC133,008$2.34M0.0%+23.5%0.577%
2/17/2025 Millennium Management LLC92,476$1.63M0.0%+112.1%0.401%
2/17/2025 Deutsche Bank AG15,863$279K0.0%+88.6%0.069%
2/17/2025 D. E. Shaw & Co. Inc.91,625$1.61M0.0%-13.4%0.397%
2/17/2025 Cubist Systematic Strategies LLC23,803$419K0.0%N/A0.103%
2/17/2025 Bridgeway Capital Management LLC145,053$2.55M0.1%+2.9%0.629%
2/17/2025 Citadel Advisors LLC118,303$2.08M0.0%-6.2%0.513%
2/17/2025 Bank of America Corp DE30,440$535K0.0%+31.4%0.132%
2/17/2025 BNP Paribas Financial Markets11,160$196K0.0%N/A0.048%
2/14/2025 Northern Trust Corp196,887$3.46M0.0%+2.4%0.853%
2/14/2025 Mendon Capital Advisors Corp64,117$1.13M0.6%N/A0.278%
2/14/2025 Hsbc Holdings PLC21,153$373K0.0%N/A0.092%
2/14/2025 Stifel Financial Corp42,067$740K0.0%-6.7%0.182%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
2/14/2025 MetLife Investment Management LLC12,711$224K0.0%+6.4%0.055%
2/14/2025 Curi RMB Capital LLC14,117$248K0.0%N/A0.061%
2/14/2025 Dimensional Fund Advisors LP1,015,988$17.87M0.0%+5.4%4.404%
2/13/2025 Fourthstone LLC551,013$9.69M1.9%+100.7%2.388%
2/13/2025 XTX Topco Ltd11,905$209K0.0%-47.1%0.052%
2/13/2025 Barclays PLC34,303$603K0.0%+15.1%0.149%
2/13/2025 Kennedy Capital Management LLC324,569$5.71M0.1%+27.9%1.407%
2/13/2025 Renaissance Technologies LLC72,300$1.27M0.0%-20.9%0.313%
2/13/2025 Invesco Ltd.38,142$671K0.0%+1.7%0.165%
2/13/2025 Wells Fargo & Company MN28,696$505K0.0%+11.3%0.124%
2/12/2025 Huber Capital Management LLC202,467$3.56M0.7%-1.0%0.878%
2/12/2025 Trexquant Investment LP56,562$995K0.0%+27.5%0.245%
2/12/2025 Geode Capital Management LLC522,252$9.19M0.0%-0.3%2.264%
2/12/2025 Alliancebernstein L.P.217,662$3.83M0.0%-75.8%0.943%
2/12/2025 Partners in Financial Planning14,547$256K0.1%N/A0.063%
2/12/2025 Arrowstreet Capital Limited Partnership109,852$1.93M0.0%+10.7%0.476%
2/12/2025 JPMorgan Chase & Co.124,453$2.19M0.0%+101.1%0.539%
2/11/2025 Prudential Financial Inc.12,880$227K0.0%N/A0.056%
2/11/2025 Corebridge Financial Inc.11,340$199K0.0%-7.0%0.049%
2/11/2025 Vanguard Group Inc.1,276,940$22.46M0.0%-2.2%5.535%
2/11/2025 LPL Financial LLC18,702$329K0.0%-32.2%0.081%
2/11/2025 American Century Companies Inc.343,193$6.04M0.0%+1.3%1.488%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.43,418$764K0.0%+170.9%0.188%
2/6/2025 Proficio Capital Partners LLC19,068$335K0.0%N/A0.083%
2/6/2025 Charles Schwab Investment Management Inc.65,616$1.15M0.0%+2.8%0.284%
2/5/2025 Proficio Capital Partners LLC19,068$335K0.0%N/A0.083%
2/4/2025 Los Angeles Capital Management LLC25,737$453K0.0%-17.9%0.112%
2/4/2025 Bank of New York Mellon Corp70,240$1.24M0.0%-6.4%0.304%
1/31/2025Global Retirement Partners LLC4,357$77K0.0%N/A0.019%
1/30/2025 Rhumbline Advisers50,637$891K0.0%+3.9%0.219%
1/28/2025 Empowered Funds LLC84,568$1.49M0.0%+5.1%0.367%
1/28/2025 Kingsview Wealth Management LLC36,099$635K0.0%N/A0.156%
1/17/2025 SG Americas Securities LLC9,838$173K0.0%+23.6%0.043%
1/13/2025 Salem Investment Counselors Inc.3,150$55K0.0%-41.7%0.014%
12/26/2024 JPMorgan Chase & Co.61,879$1.08M0.0%+195.8%0.268%
11/19/2024 Barclays PLC29,813$519K0.0%+256.8%0.129%
11/16/2024 Geode Capital Management LLC523,591$9.11M0.0%+3.6%2.270%
11/15/2024 Barclays PLC29,813$519K0.0%+256.8%0.129%
11/15/2024 XTX Topco Ltd22,499$391K0.0%+42.2%0.098%
11/15/2024 Jane Street Group LLC19,118$332K0.0%-32.4%0.083%
11/15/2024 State Street Corp496,603$8.64M0.0%+4.1%2.153%
11/15/2024 Stifel Financial Corp45,067$784K0.0%+58.9%0.195%
11/15/2024 Hotchkis & Wiley Capital Management LLC159,040$2.77M0.0%N/A0.689%
11/15/2024 Basswood Capital Management L.L.C.40,576$706K0.0%N/A0.176%
11/14/2024 Fourthstone LLC274,481$4.77M1.1%+205.3%1.190%
11/14/2024 MetLife Investment Management LLC11,946$208K0.0%-10.8%0.052%
11/12/2024 Charles Schwab Investment Management Inc.63,826$1.11M0.0%-2.8%0.277%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.16,028$279K0.0%N/A0.069%
11/6/2024 Empowered Funds LLC80,475$1.40M0.0%+5.3%0.349%
11/4/2024 Los Angeles Capital Management LLC31,337$545K0.0%-11.1%0.136%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
10/24/2024 Semanteon Capital Management LP11,251$196K0.1%N/A0.049%
10/3/2024 SG Americas Securities LLC7,959$138K0.0%N/A0.035%
8/30/2024 Mendon Capital Advisors Corp30,000$454K0.4%N/A0.130%
8/21/2024 Truist Financial Corp17,790$269K0.0%+43.5%0.077%
8/14/2024 Squarepoint Ops LLC34,191$517K0.0%N/A0.149%
8/13/2024 Huber Capital Management LLC212,467$3.21M0.7%-8.5%0.923%
8/12/2024 XTX Topco Ltd15,823$239K0.0%N/A0.069%
8/9/2024 Renaissance Technologies LLC83,100$1.26M0.0%+27.8%0.361%
8/9/2024 Dimensional Fund Advisors LP892,414$13.49M0.0%+9.1%3.878%
8/8/2024 American Century Companies Inc.337,743$5.11M0.0%+8.2%1.467%
(Data available from 1/1/2016 forward)

CARE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARE shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Carter Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($20.91M), Dimensional Fund Advisors LP ($17.87M), Fourthstone LLC ($9.69M), Geode Capital Management LLC ($9.19M), Nuveen LLC ($9.02M), State Street Corp ($8.64M), and Kennedy Capital Management LLC ($5.71M).Learn more on CARE's 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 68 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: Nuveen LLC ($557.50K), Fourthstone LLC ($461.10K), Hotchkis & Wiley Capital Management LLC ($159.04K), Dimensional Fund Advisors LP ($126.30K), JPMorgan Chase & Co. ($103.54K), Mendon Capital Advisors Corp ($99.12K), and Kennedy Capital Management LLC ($70.84K).

How much institutional buying is happening at Carter Bankshares?

Institutional investors have bought a total of 2,686,231 shares in the last 24 months. This purchase volume represents approximately $44.76M in transactions.

Which Carter Bankshares major shareholders have been selling company stock?

Of the 36 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: Alliancebernstein L.P. ($682.25K), Goldman Sachs Group Inc. ($66.20K), EJF Capital LLC ($65.09K), Acadian Asset Management LLC ($47.87K), Allspring Global Investments Holdings LLC ($36.45K), Rhumbline Advisers ($31.31K), and Huber Capital Management LLC ($28.44K).

How much institutional selling is happening at Carter Bankshares?

Institutional investors have sold a total of 1,164,194 shares in the last 24 months. This volume of shares sold represents approximately $19.64M in transactions.



This page (NASDAQ:CARE) was last updated on 6/11/2025 by MarketBeat.com Staff
From Our Partners