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Carter Bankshares (CARE) Institutional Ownership

Carter Bankshares logo
$30.20 -0.11 (-0.36%)
As of 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)
40
Total
Institutional Inflows
(last 12 months)
$23.95M
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
9/9/2026Engineers Gate Manager LP20,800$707K0.0%N/A0.094%
9/9/2026Integrated Wealth Concepts LLC7,946$270K0.0%N/A0.036%
9/8/2026Allworth Financial LP1,140$39K0.0%+159.1%0.005%
8/6/2026Bank of New York Mellon Corp71,536$2.43M0.0%N/A0.322%
5/19/2026Bank of America Corp DE57,437$1.34M0.0%+82.5%0.258%
5/18/2026Empowered Funds LLC90,470$2.11M0.0%+10.0%0.407%
5/16/2026Quantinno Capital Management LP35,489$828K0.0%+60.9%0.160%
5/15/2026Mendon Capital Advisors Corp104,692$2.44M0.7%-10.8%0.471%
5/14/2026Renaissance Technologies LLC11,000$257K0.0%-70.0%0.050%
5/14/2026Arrowstreet Capital Limited Partnership11,601$271K0.0%-75.2%0.052%
5/14/2026Sei Investments Co.80,379$1.87M0.0%+108.5%0.362%
5/13/2026First Trust Advisors LP78,007$1.82M0.0%-0.7%0.351%
5/8/2026PNC Financial Services Group Inc.2,311$54K0.0%+397.0%0.010%
5/7/2026Dimensional Fund Advisors LP1,175,925$27.42M0.0%+4.6%5.307%
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%
2/13/2026Police & 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%
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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%
2/2/2026Truist Financial Corp13,776$271K0.0%-21.3%0.062%
2/2/2026Partners in Financial Planning12,862$253K0.0%-11.6%0.058%
2/2/2026Strs Ohio5,500$108K0.0%-61.8%0.025%
1/23/2026State of Alaska Department of Revenue3,233$63K0.0%+243.2%0.015%
1/21/2026Daytona Street Capital LLC52,536$1.03M0.7%N/A0.238%
1/9/2026SG Americas Securities LLC9,132$180K0.0%N/A0.041%
1/9/2026Diversified 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%
10/30/2025Strs 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%
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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%


CARE Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 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), 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 1,118,418 shares in the last 24 months. This purchase volume represents approximately $23.95M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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