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Carter Bankshares (CARE) Institutional Ownership

Carter Bankshares logo
$31.98 +0.21 (+0.66%)
As of 09/4/2026 04:00 PM Eastern
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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)
38
Total
Institutional Inflows
(last 12 months)
$23.26M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$9.20M
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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
8/24/2026 California State Teachers Retirement System10,407$354K0.0%+756.5%0.047%
8/6/2026 Bank of New York Mellon Corp71,536$2.43M0.0%N/A0.322%
5/19/2026 Bank of America Corp DE57,437$1.34M0.0%+82.5%0.258%
5/18/2026 Empowered Funds LLC90,470$2.11M0.0%+10.0%0.407%
5/16/2026 Quantinno Capital Management LP35,489$828K0.0%+60.9%0.160%
5/15/2026 Mendon Capital Advisors Corp104,692$2.44M0.7%-10.8%0.471%
5/14/2026 Renaissance Technologies LLC11,000$257K0.0%-70.0%0.050%
5/14/2026 Arrowstreet Capital Limited Partnership11,601$271K0.0%-75.2%0.052%
5/14/2026 Sei Investments Co.80,379$1.87M0.0%+108.5%0.362%
5/13/2026 First Trust Advisors LP78,007$1.82M0.0%-0.7%0.351%
5/8/2026 PNC Financial Services Group Inc.2,311$54K0.0%+397.0%0.010%
5/7/2026 Dimensional Fund Advisors LP1,175,925$27.42M0.0%+4.6%5.307%
5/5/2026 Bank of New York Mellon Corp86,144$2.01M0.0%-3.1%0.389%
5/4/2026 Retirement Planning Group LLC15,044$351K0.0%N/A0.068%
2/19/2026 Invesco Ltd.28,694$564K0.0%-9.4%0.130%
2/18/2026 Empowered Funds LLC82,278$1.62M0.0%+27.3%0.373%
2/18/2026 Polymer Capital Management US LLC15,460$304K0.0%+21.5%0.070%
2/18/2026 Millennium Management LLC11,137$219K0.0%-32.9%0.050%
2/18/2026 Bridgeway Capital Management LLC126,663$2.49M0.1%+16.2%0.573%
2/17/2026 AQR Capital Management LLC46,161$908K0.0%-2.7%0.209%
2/17/2026 Trexquant Investment LP59,917$1.18M0.0%+24.9%0.271%
2/17/2026 Price T Rowe Associates Inc. MD13,791$272K0.0%+14.0%0.062%
2/17/2026 Russell Investments Group Ltd.104,218$2.05M0.0%-15.7%0.472%
2/17/2026 Maltese Capital Management LLC395,800$7.78M1.4%+7.3%1.792%
2/16/2026 Squarepoint Ops LLC90,021$1.77M0.0%N/A0.408%
2/16/2026 Panagora Asset Management Inc.33,519$659K0.0%-47.9%0.152%
2/16/2026 Huber Capital Management LLC191,053$3.76M0.6%+0.3%0.865%
2/16/2026 Barclays PLC34,902$686K0.0%+8.1%0.158%
2/13/2026 Fourthstone LLC1,236,393$24.31M4.5%+19.1%5.597%
2/13/2026 First Trust Advisors LP78,518$1.54M0.0%-4.7%0.355%
2/13/2026 Charles 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%
2/13/2026 State Street Corp517,341$10.17M0.0%-1.8%2.342%
2/13/2026 Martingale Asset Management L P60,484$1.19M0.0%N/A0.274%
2/13/2026 Wells Fargo & Company MN39,374$774K0.0%+20.1%0.178%
2/12/2026 MetLife Investment Management LLC11,371$224K0.0%-17.0%0.051%
2/12/2026 Renaissance Technologies LLC36,700$722K0.0%+11.2%0.166%
2/12/2026 Dimensional Fund Advisors LP1,123,730$22.09M0.0%-0.6%5.088%
2/12/2026 Federated Hermes Inc.1,626$32K0.0%+98.3%0.007%
2/12/2026 Campbell & CO Investment Adviser LLC13,061$257K0.0%-12.9%0.059%
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2/11/2026 Empowered Funds LLC82,278$1.62M0.0%+27.3%0.372%
2/11/2026 LPL Financial LLC19,947$392K0.0%-6.6%0.090%
2/11/2026 Los Angeles Capital Management LLC11,686$230K0.0%-26.5%0.053%
2/10/2026 Goldman Sachs Group Inc.300,553$5.91M0.0%+11.1%1.361%
2/9/2026 Kingsview Wealth Management LLC33,097$651K0.0%-2.9%0.150%
2/9/2026 Geode Capital Management LLC508,322$10.00M0.0%-4.0%2.301%
2/5/2026 Richard Young Associates Ltd.26,681$525K0.4%N/A0.121%
2/2/2026 Truist Financial Corp13,776$271K0.0%-21.3%0.062%
2/2/2026 Partners 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%
1/1/2026 JPMorgan Chase & Co.59,118$1.15M0.0%+9.8%0.268%
11/17/2025 Polymer Capital Management US LLC12,726$247K0.0%N/A0.058%
11/17/2025 Qube Research & Technologies Ltd37,086$720K0.0%-23.7%0.168%
11/17/2025 Maltese Capital Management LLC369,000$7.16M1.1%+1.1%1.670%
11/17/2025 Millennium Management LLC16,598$322K0.0%+48.0%0.075%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,498$204K0.0%-16.4%0.048%
11/17/2025 Citadel Advisors LLC46,398$901K0.0%-67.9%0.210%
11/17/2025 Bank of America Corp DE31,746$616K0.0%-6.1%0.144%
11/17/2025 Alliancebernstein L.P.23,490$456K0.0%-3.5%0.106%
11/17/2025 Ameriprise Financial Inc.47,897$930K0.0%-30.1%0.217%
11/14/2025 Creative Planning37,103$720K0.0%+95.1%0.168%
11/14/2025 Mendon Capital Advisors Corp117,392$2.28M0.9%-17.6%0.531%
11/14/2025 Hotchkis & Wiley Capital Management LLC191,238$3.71M0.0%-10.2%0.866%
11/14/2025 Two Sigma Investments LP63,637$1.24M0.0%+23.1%0.288%
11/14/2025 Bridgeway Capital Management LLC109,013$2.12M0.0%-31.9%0.493%
11/14/2025 Rhino Investment Partners Inc3,758$73K0.0%-45.6%0.017%
11/13/2025 Kennedy Capital Management LLC441,076$8.56M0.2%+12.9%1.997%
11/13/2025 BNP Paribas Financial Markets7,334$142K0.0%+90.1%0.033%
11/13/2025 Russell Investments Group Ltd.123,654$2.40M0.0%+20.9%0.560%
11/13/2025 First Trust Advisors LP82,410$1.60M0.0%+457.6%0.373%
11/12/2025 Dimensional Fund Advisors LP1,130,055$21.93M0.0%+2.2%5.116%
11/12/2025 Kingsview Wealth Management LLC34,097$662K0.0%-2.9%0.154%
11/12/2025 EJF 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%
11/7/2025 JPMorgan Chase & Co.59,118$1.15M0.0%+9.8%0.268%
11/3/2025 New York State Common Retirement Fund4,531$88K0.0%+44.7%0.020%
10/30/2025 Strs Ohio14,400$280K0.0%-26.2%0.064%
10/28/2025 Campbell & CO Investment Adviser LLC15,003$291K0.0%-11.3%0.066%
10/20/2025 Salzhauer Michael27,744$539K0.2%+158.2%0.122%
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%
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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%


CARE Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of Carter Bankshares. The most heavily invested institutionals were Dimensional Fund Advisors LP ($27.42M), Vanguard Group Inc. ($24.93M), Fourthstone LLC ($24.31M), 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.

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

Of the 85 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), Hotchkis & Wiley Capital Management LLC ($159.04K), Kennedy Capital Management LLC ($143.67K), Mendon Capital Advisors Corp ($142.39K), Diversified Trust Co ($134.10K), and Dimensional Fund Advisors LP ($128.80K).

Institutional investors have bought a total of 1,098,164 shares in the last 24 months. This purchase volume represents approximately $23.26M in transactions.

Of the 34 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: Citadel Advisors LLC ($97.92K), Bridgeway Capital Management LLC ($51.10K), Mendon Capital Advisors Corp ($37.70K), Arrowstreet Capital Limited Partnership ($35.19K), Panagora Asset Management Inc. ($30.82K), Renaissance Technologies LLC ($25.70K), and Hotchkis & Wiley Capital Management LLC ($21.78K).

Institutional investors have sold a total of 456,626 shares in the last 24 months. This volume of shares sold represents approximately $9.20M in transactions.


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Institutional ownership data for NASDAQ:CARE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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