Carter Bankshares (CARE) Institutional Ownership

$27.35 -0.09 (-0.33%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 41.48%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $31.83M

Number of Institutional Sellers (last 12 months): 42
Total Institutional Outflows (last 12 months): $12.37M

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CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Bank of America Corp DE	57,437	$1.34M	0.0%	+82.5%	0.258%
5/18/2026	Empowered Funds LLC	90,470	$2.11M	0.0%	+10.0%	0.407%
5/16/2026	Quantinno Capital Management LP	35,489	$828K	0.0%	+60.9%	0.160%
5/15/2026	Mendon Capital Advisors Corp	104,692	$2.44M	0.7%	-10.8%	0.471%
5/14/2026	Renaissance Technologies LLC	11,000	$257K	0.0%	-70.0%	0.050%
5/14/2026	Arrowstreet Capital Limited Partnership	11,601	$271K	0.0%	-75.2%	0.052%
5/14/2026	Sei Investments Co.	80,379	$1.87M	0.0%	+108.5%	0.362%
5/13/2026	First Trust Advisors LP	78,007	$1.82M	0.0%	-0.7%	0.351%
5/8/2026	PNC Financial Services Group Inc.	2,311	$54K	0.0%	+397.0%	0.010%
5/7/2026	Dimensional Fund Advisors LP	1,175,925	$27.42M	0.0%	+4.6%	5.307%
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5/5/2026	Bank of New York Mellon Corp	86,144	$2.01M	0.0%	-3.1%	0.389%
5/4/2026	Retirement Planning Group LLC	15,044	$351K	0.0%	N/A	0.068%
2/19/2026	Invesco Ltd.	28,694	$564K	0.0%	-9.4%	0.130%
2/18/2026	Empowered Funds LLC	82,278	$1.62M	0.0%	+27.3%	0.373%
2/18/2026	Polymer Capital Management US LLC	15,460	$304K	0.0%	+21.5%	0.070%
2/18/2026	Millennium Management LLC	11,137	$219K	0.0%	-32.9%	0.050%
2/18/2026	Bridgeway Capital Management LLC	126,663	$2.49M	0.1%	+16.2%	0.573%
2/17/2026	AQR Capital Management LLC	46,161	$908K	0.0%	-2.7%	0.209%
2/17/2026	Trexquant Investment LP	59,917	$1.18M	0.0%	+24.9%	0.271%
2/17/2026	Price T Rowe Associates Inc. MD	13,791	$272K	0.0%	+14.0%	0.062%
2/17/2026	Russell Investments Group Ltd.	104,218	$2.05M	0.0%	-15.7%	0.472%
2/17/2026	Maltese Capital Management LLC	395,800	$7.78M	1.4%	+7.3%	1.792%
2/16/2026	Squarepoint Ops LLC	90,021	$1.77M	0.0%	N/A	0.408%
2/16/2026	Panagora Asset Management Inc.	33,519	$659K	0.0%	-47.9%	0.152%
2/16/2026	Huber Capital Management LLC	191,053	$3.76M	0.6%	+0.3%	0.865%
2/16/2026	Barclays PLC	34,902	$686K	0.0%	+8.1%	0.158%
2/13/2026	Fourthstone LLC	1,236,393	$24.31M	4.5%	+19.1%	5.597%
2/13/2026	First Trust Advisors LP	78,518	$1.54M	0.0%	-4.7%	0.355%
2/13/2026	Charles Schwab Investment Management Inc.	65,269	$1.28M	0.0%	-3.5%	0.295%
2/13/2026	Police & Firemen s Retirement System of New Jersey	5,367	$106K	0.0%	-27.3%	0.024%
2/13/2026	State Street Corp	517,341	$10.17M	0.0%	-1.8%	2.342%
2/13/2026	Martingale Asset Management L P	60,484	$1.19M	0.0%	N/A	0.274%
2/13/2026	Wells Fargo & Company MN	39,374	$774K	0.0%	+20.1%	0.178%
2/12/2026	MetLife Investment Management LLC	11,371	$224K	0.0%	-17.0%	0.051%
2/12/2026	Renaissance Technologies LLC	36,700	$722K	0.0%	+11.2%	0.166%
2/12/2026	Dimensional Fund Advisors LP	1,123,730	$22.09M	0.0%	-0.6%	5.088%
2/12/2026	Federated Hermes Inc.	1,626	$32K	0.0%	+98.3%	0.007%
2/12/2026	Campbell & CO Investment Adviser LLC	13,061	$257K	0.0%	-12.9%	0.059%
2/11/2026	Empowered Funds LLC	82,278	$1.62M	0.0%	+27.3%	0.372%
2/11/2026	LPL Financial LLC	19,947	$392K	0.0%	-6.6%	0.090%
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2/11/2026	Los Angeles Capital Management LLC	11,686	$230K	0.0%	-26.5%	0.053%
2/10/2026	Goldman Sachs Group Inc.	300,553	$5.91M	0.0%	+11.1%	1.361%
2/9/2026	Kingsview Wealth Management LLC	33,097	$651K	0.0%	-2.9%	0.150%
2/9/2026	Geode Capital Management LLC	508,322	$10.00M	0.0%	-4.0%	2.301%
2/5/2026	Richard Young Associates Ltd.	26,681	$525K	0.4%	N/A	0.121%
2/2/2026	Truist Financial Corp	13,776	$271K	0.0%	-21.3%	0.062%
2/2/2026	Partners in Financial Planning	12,862	$253K	0.0%	-11.6%	0.058%
2/2/2026	Strs Ohio	5,500	$108K	0.0%	-61.8%	0.025%
1/23/2026	State of Alaska Department of Revenue	3,233	$63K	0.0%	+243.2%	0.015%
1/21/2026	Daytona Street Capital LLC	52,536	$1.03M	0.7%	N/A	0.238%
1/9/2026	SG Americas Securities LLC	9,132	$180K	0.0%	N/A	0.041%
1/9/2026	Diversified Trust Co.	131,388	$2.58M	0.0%	-2.0%	0.595%
1/1/2026	JPMorgan Chase & Co.	59,118	$1.15M	0.0%	+9.8%	0.268%
11/17/2025	Polymer Capital Management US LLC	12,726	$247K	0.0%	N/A	0.058%
11/17/2025	Qube Research & Technologies Ltd	37,086	$720K	0.0%	-23.7%	0.168%
11/17/2025	Maltese Capital Management LLC	369,000	$7.16M	1.1%	+1.1%	1.670%
11/17/2025	Millennium Management LLC	16,598	$322K	0.0%	+48.0%	0.075%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10,498	$204K	0.0%	-16.4%	0.048%
11/17/2025	Citadel Advisors LLC	46,398	$901K	0.0%	-67.9%	0.210%
11/17/2025	Bank of America Corp DE	31,746	$616K	0.0%	-6.1%	0.144%
11/17/2025	Alliancebernstein L.P.	23,490	$456K	0.0%	-3.5%	0.106%
11/17/2025	Ameriprise Financial Inc.	47,897	$930K	0.0%	-30.1%	0.217%
11/14/2025	Creative Planning	37,103	$720K	0.0%	+95.1%	0.168%
11/14/2025	Mendon Capital Advisors Corp	117,392	$2.28M	0.9%	-17.6%	0.531%
11/14/2025	Hotchkis & Wiley Capital Management LLC	191,238	$3.71M	0.0%	-10.2%	0.866%
11/14/2025	Two Sigma Investments LP	63,637	$1.24M	0.0%	+23.1%	0.288%
11/14/2025	Bridgeway Capital Management LLC	109,013	$2.12M	0.0%	-31.9%	0.493%
11/14/2025	Rhino Investment Partners Inc	3,758	$73K	0.0%	-45.6%	0.017%
11/13/2025	Kennedy Capital Management LLC	441,076	$8.56M	0.2%	+12.9%	1.997%
11/13/2025	BNP Paribas Financial Markets	7,334	$142K	0.0%	+90.1%	0.033%
11/13/2025	Russell Investments Group Ltd.	123,654	$2.40M	0.0%	+20.9%	0.560%
11/13/2025	First Trust Advisors LP	82,410	$1.60M	0.0%	+457.6%	0.373%
11/12/2025	Dimensional Fund Advisors LP	1,130,055	$21.93M	0.0%	+2.2%	5.116%
11/12/2025	Kingsview Wealth Management LLC	34,097	$662K	0.0%	-2.9%	0.154%
11/12/2025	EJF Capital LLC	160,505	$3.12M	1.8%	+23.9%	0.727%
11/7/2025	Vanguard Group Inc.	1,284,214	$24.93M	0.0%	-0.2%	5.814%
11/7/2025	JPMorgan Chase & Co.	59,118	$1.15M	0.0%	+9.8%	0.268%
11/3/2025	New York State Common Retirement Fund	4,531	$88K	0.0%	+44.7%	0.020%
10/30/2025	Strs Ohio	14,400	$280K	0.0%	-26.2%	0.064%
10/28/2025	Campbell & CO Investment Adviser LLC	15,003	$291K	0.0%	-11.3%	0.066%
10/20/2025	Salzhauer Michael	27,744	$539K	0.2%	+158.2%	0.122%
8/18/2025	Geneos Wealth Management Inc.	2,625	$46K	0.0%	+140.6%	0.012%
8/15/2025	Tower Research Capital LLC TRC	3,776	$65K	0.0%	+113.6%	0.017%
8/15/2025	Salzhauer Michael	10,744	$186K	0.1%	N/A	0.047%
8/15/2025	Group One Trading LLC	52,661	$913K	0.0%	+403.4%	0.232%
8/15/2025	EJF Capital LLC	129,542	$2.25M	1.8%	-6.7%	0.571%
8/15/2025	Engineers Gate Manager LP	15,095	$262K	0.0%	+16.8%	0.067%
8/15/2025	Curi Capital LLC	93,295	$1.62M	0.0%	+388.0%	0.412%
8/15/2025	BNP Paribas Financial Markets	3,858	$67K	0.0%	-34.6%	0.017%
8/15/2025	Bridgeway Capital Management LLC	160,113	$2.78M	0.1%	+5.9%	0.706%
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8/15/2025	Bank of America Corp DE	33,796	$586K	0.0%	+53.4%	0.149%
8/15/2025	Ameriprise Financial Inc.	68,570	$1.19M	0.0%	+21.6%	0.302%
8/14/2025	Mendon Capital Advisors Corp	142,392	$2.47M	1.2%	+106.0%	0.628%
8/14/2025	Jane Street Group LLC	47,971	$832K	0.0%	+32.6%	0.212%
8/14/2025	Raymond James Financial Inc.	6,236	$108K	0.0%	N/A	0.028%
8/14/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12,562	$218K	0.0%	-7.9%	0.055%
8/14/2025	Fourthstone LLC	583,893	$10.13M	2.0%	+31.5%	2.576%
8/14/2025	Qube Research & Technologies Ltd	48,609	$843K	0.0%	-20.9%	0.214%
8/13/2025	First Trust Advisors LP	14,780	$256K	0.0%	+6.7%	0.065%
8/13/2025	Kennedy Capital Management LLC	390,557	$6.77M	0.2%	+6.1%	1.723%

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 86 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), Dimensional Fund Advisors LP ($203.12K), Mendon Capital Advisors Corp ($172.39K), Hotchkis & Wiley Capital Management LLC ($159.04K), Kennedy Capital Management LLC ($143.67K), and Diversified Trust Co ($134.10K).

Institutional investors have bought a total of 1,671,288 shares in the last 24 months. This purchase volume represents approximately $31.83M in transactions.

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: Citadel Advisors LLC ($97.92K), Goldman Sachs Group Inc. ($66.20K), Bridgeway Capital Management LLC ($51.10K), Russell Investments Group Ltd. ($40.20K), Mendon Capital Advisors Corp ($37.70K), Arrowstreet Capital Limited Partnership ($35.19K), and Panagora Asset Management Inc. ($30.82K).

Institutional investors have sold a total of 645,050 shares in the last 24 months. This volume of shares sold represents approximately $12.37M in transactions.

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This page (NASDAQ:CARE) was last updated on 5/26/2026 by MarketBeat.com Staff.

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Carter Bankshares (CARE) Institutional Ownership

CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

CARE Institutional Ownership - Frequently Asked Questions

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Carter Bankshares (CARE) Institutional Ownership

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

CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

CARE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARE shares?

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

Which institutional investors have been buying Carter Bankshares' stock?

How much institutional buying is happening at Carter Bankshares?

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

How much institutional selling is happening at Carter Bankshares?

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