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Carter Bankshares (CARE) Institutional Ownership

Carter Bankshares logo
$19.63 -0.10 (-0.51%)
Closing price 09/16/2025 04:00 PM Eastern
Extended Trading
$19.61 -0.02 (-0.08%)
As of 09/16/2025 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 Polygon.io. 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)
65
Total
Institutional Inflows
(last 12 months)
$49.00M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$20.06M
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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
8/18/2025 Geneos Wealth Management Inc.2,625$46K0.0%+140.6%0.012%
8/15/2025 Tower Research Capital LLC TRC 3,776$65K0.0%+113.6%0.017%
8/15/2025 Salzhauer Michael10,744$186K0.1%N/A0.047%
8/15/2025 Group One Trading LLC52,661$913K0.0%+403.4%0.232%
8/15/2025 EJF Capital LLC129,542$2.25M1.8%-6.7%0.571%
8/15/2025 Engineers Gate Manager LP15,095$262K0.0%+16.8%0.067%
8/15/2025 Curi Capital LLC93,295$1.62M0.0%+388.0%0.412%
8/15/2025 BNP Paribas Financial Markets3,858$67K0.0%-34.6%0.017%
8/15/2025 Bridgeway Capital Management LLC160,113$2.78M0.1%+5.9%0.706%
8/15/2025 Bank of America Corp DE33,796$586K0.0%+53.4%0.149%
8/15/2025 Ameriprise Financial Inc.68,570$1.19M0.0%+21.6%0.302%
8/14/2025 Mendon Capital Advisors Corp142,392$2.47M1.2%+106.0%0.628%
8/14/2025 Jane Street Group LLC47,971$832K0.0%+32.6%0.212%
8/14/2025 Raymond James Financial Inc.6,236$108K0.0%N/A0.028%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,562$218K0.0%-7.9%0.055%
8/14/2025 Fourthstone LLC583,893$10.13M2.0%+31.5%2.576%
8/14/2025 Qube Research & Technologies Ltd48,609$843K0.0%-20.9%0.214%
8/13/2025 First Trust Advisors LP14,780$256K0.0%+6.7%0.065%
8/13/2025 Kennedy Capital Management LLC390,557$6.77M0.2%+6.1%1.723%
8/13/2025 Invesco Ltd.30,418$527K0.0%-8.0%0.134%
8/13/2025 Arrowstreet Capital Limited Partnership46,795$811K0.0%+7.0%0.206%
8/13/2025 Panagora Asset Management Inc.79,152$1.37M0.0%+21.9%0.349%
8/13/2025 New York State Common Retirement Fund3,131$54K0.0%-64.9%0.014%
8/13/2025 Russell Investments Group Ltd.102,318$1.77M0.0%-16.9%0.451%
8/12/2025 Prudential Financial Inc.32,070$556K0.0%+33.4%0.141%
8/12/2025 American Century Companies Inc.349,538$6.06M0.0%+3.8%1.542%
8/12/2025 JPMorgan Chase & Co.53,852$934K0.0%-33.1%0.238%
8/8/2025 Kingsview Wealth Management LLC35,099$609K0.0%-2.8%0.155%
8/8/2025 Creative Planning19,015$330K0.0%N/A0.084%
8/8/2025 Geode Capital Management LLC535,672$9.29M0.0%+0.7%2.363%
8/7/2025 Campbell & CO Investment Adviser LLC16,909$293K0.0%N/A0.073%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.31,987$555K0.0%-37.9%0.138%
8/7/2025 Los Angeles Capital Management LLC18,512$321K0.0%-17.6%0.080%
8/6/2025 Savant Capital LLC14,161$246K0.0%-6.7%0.061%
7/25/2025 CWM LLC2,171$38K0.0%+64.1%0.009%
7/11/2025 Diversified Trust Co134,098$2.33M0.1%N/A0.579%
6/27/2025 Goldman Sachs Group Inc.209,610$3.39M0.0%-24.0%0.905%
5/29/2025Rhumbline Advisers34,981$566K0.0%-30.9%0.151%
5/28/2025Strs Ohio21,000$340K0.0%N/A0.091%
5/21/2025Acadian Asset Management LLC82,105$1.33M0.0%+7.6%0.354%
5/21/2025Mendon Capital Advisors Corp69,117$1.12M0.5%+7.8%0.298%
5/19/2025Jane Street Group LLC36,170$585K0.0%N/A0.156%
5/16/2025Empowered Funds LLC90,725$1.47M0.0%+7.3%0.392%
5/16/2025Goldman Sachs Group Inc.209,610$3.39M0.0%-24.0%0.905%
5/16/2025EJF Capital LLC138,772$2.25M1.4%-31.9%0.599%
5/16/2025Curi RMB Capital LLC19,117$309K0.0%+35.4%0.083%
5/16/2025AQR Capital Management LLC25,175$407K0.0%+88.1%0.109%
5/15/2025Cubist Systematic Strategies LLC24,547$397K0.0%+3.1%0.106%
5/15/2025Trexquant Investment LP52,533$850K0.0%-7.1%0.227%
5/14/2025Hotchkis & Wiley Capital Management LLC181,640$2.94M0.0%-1.5%0.784%
5/14/2025Martingale Asset Management L P17,730$287K0.0%N/A0.077%
5/13/2025American Century Companies Inc.336,603$5.45M0.0%-1.9%1.453%
5/12/2025Nuveen LLC557,504$9.02M0.0%N/A2.407%
5/12/2025Invesco Ltd.33,075$535K0.0%-13.3%0.143%
5/12/2025Connor Clark & Lunn Investment Management Ltd.51,488$833K0.0%+18.6%0.222%
5/9/2025Vanguard Group Inc.1,292,161$20.91M0.0%+1.2%5.579%
5/7/2025Mackenzie Financial Corp50,069$810K0.0%+78.6%0.216%
5/2/2025Bailard Inc.18,627$301K0.0%N/A0.081%
4/29/2025Bank of New York Mellon Corp69,229$1.12M0.0%-1.4%0.299%
4/8/2025Rhumbline Advisers34,981$566K0.0%-30.9%0.151%
2/20/2025Mackenzie Financial Corp28,030$493K0.0%N/A0.121%
2/17/2025Two Sigma Advisers LP59,500$1.05M0.0%+12.1%0.258%
2/17/2025Two Sigma Investments LP62,485$1.10M0.0%+12.9%0.271%
2/17/2025Man Group plc12,954$228K0.0%N/A0.056%
2/17/2025Nuveen Asset Management LLC133,008$2.34M0.0%+23.5%0.577%
2/17/2025Millennium Management LLC92,476$1.63M0.0%+112.1%0.401%
2/17/2025Deutsche Bank AG15,863$279K0.0%+88.6%0.069%
2/17/2025D. E. Shaw & Co. Inc.91,625$1.61M0.0%-13.4%0.397%
2/17/2025Cubist Systematic Strategies LLC23,803$419K0.0%N/A0.103%
2/17/2025Bridgeway Capital Management LLC145,053$2.55M0.1%+2.9%0.629%
2/17/2025Citadel Advisors LLC118,303$2.08M0.0%-6.2%0.513%
2/17/2025Bank of America Corp DE30,440$535K0.0%+31.4%0.132%
2/17/2025BNP Paribas Financial Markets11,160$196K0.0%N/A0.048%
2/14/2025Northern Trust Corp196,887$3.46M0.0%+2.4%0.853%
2/14/2025Mendon Capital Advisors Corp64,117$1.13M0.6%N/A0.278%
2/14/2025Hsbc Holdings PLC21,153$373K0.0%N/A0.092%
2/14/2025Stifel Financial Corp42,067$740K0.0%-6.7%0.182%
2/14/2025MetLife Investment Management LLC12,711$224K0.0%+6.4%0.055%
2/14/2025Curi RMB Capital LLC14,117$248K0.0%N/A0.061%
2/14/2025Dimensional Fund Advisors LP1,015,988$17.87M0.0%+5.4%4.404%
2/13/2025Fourthstone LLC551,013$9.69M1.9%+100.7%2.388%
2/13/2025XTX Topco Ltd11,905$209K0.0%-47.1%0.052%
2/13/2025Barclays PLC34,303$603K0.0%+15.1%0.149%
2/13/2025Kennedy Capital Management LLC324,569$5.71M0.1%+27.9%1.407%
2/13/2025Renaissance Technologies LLC72,300$1.27M0.0%-20.9%0.313%
2/13/2025Invesco Ltd.38,142$671K0.0%+1.7%0.165%
2/13/2025Wells Fargo & Company MN28,696$505K0.0%+11.3%0.124%
2/12/2025Huber Capital Management LLC202,467$3.56M0.7%-1.0%0.878%
2/12/2025Trexquant Investment LP56,562$995K0.0%+27.5%0.245%
2/12/2025Geode Capital Management LLC522,252$9.19M0.0%-0.3%2.264%
2/12/2025Alliancebernstein L.P.217,662$3.83M0.0%-75.8%0.943%
2/12/2025Partners in Financial Planning14,547$256K0.1%N/A0.063%
2/12/2025Arrowstreet Capital Limited Partnership109,852$1.93M0.0%+10.7%0.476%
2/12/2025JPMorgan Chase & Co.124,453$2.19M0.0%+101.1%0.539%
2/11/2025Prudential Financial Inc.12,880$227K0.0%N/A0.056%
2/11/2025Corebridge Financial Inc.11,340$199K0.0%-7.0%0.049%
2/11/2025Vanguard Group Inc.1,276,940$22.46M0.0%-2.2%5.535%
2/11/2025LPL Financial LLC18,702$329K0.0%-32.2%0.081%
2/11/2025American Century Companies Inc.343,193$6.04M0.0%+1.3%1.488%
2/10/2025Connor Clark & Lunn Investment Management Ltd.43,418$764K0.0%+170.9%0.188%
(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, 90 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 ($10.13M), Geode Capital Management LLC ($9.29M), Nuveen LLC ($9.02M), State Street Corp ($8.64M), and Kennedy Capital Management LLC ($6.77M).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 74 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 ($601.06K), Nuveen LLC ($557.50K), Mendon Capital Advisors Corp ($172.39K), Hotchkis & Wiley Capital Management LLC ($159.04K), Diversified Trust Co ($134.10K), Dimensional Fund Advisors LP ($126.30K), and JPMorgan Chase & Co. ($103.54K).

How much institutional buying is happening at Carter Bankshares?

Institutional investors have bought a total of 2,859,700 shares in the last 24 months. This purchase volume represents approximately $49.00M in transactions.

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

Of the 33 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. ($132.40K), EJF Capital LLC ($74.32K), Rhumbline Advisers ($31.31K), Vanguard Group Inc. ($28.20K), JPMorgan Chase & Co. ($26.70K), and Russell Investments Group Ltd. ($20.77K).

How much institutional selling is happening at Carter Bankshares?

Institutional investors have sold a total of 1,161,925 shares in the last 24 months. This volume of shares sold represents approximately $20.06M in transactions.


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This page (NASDAQ:CARE) was last updated on 9/17/2025 by MarketBeat.com Staff
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