CARE
Carter Bankshares, Inc.
$33.13
-1.46 (-4.22%)
At close · Jul 2
Market Cap
$736.22M
Shares
22,222,010
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 125
Total Value: $292,269,871
Total Shares: 12,532,677
Showing 1–100
of 125 holdings by value
· page 1 of 2
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 125 13F filersTop Holder
13.3%
of institutional value
Top 5
46.9%
of institutional value
Top 10
64.4%
of institutional value
HHI
588
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $38,916,832 | 13.32% | 1,668,818 | Shares | Sole | 2026-05-13 | ||||
| Small Fourthstone LLC | $35,029,415 | 11.99% | 1,502,119 | Shares | Sole | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $27,422,568 | 9.38% | 1,175,925 | Shares | Sole | 2026-05-07 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $22,969,803 | 7.86% | 984,983 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERICAN CENTURY COMPANIES INC | $12,612,995 | 4.32% | 540,866 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $12,032,536 | 4.12% | 515,975 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $11,634,394 | 3.98% | 498,902 | Shares | Defined | 2026-05-15 | ||||
| Mid KENNEDY CAPITAL MANAGEMENT LLC | $10,485,068 | 3.59% | 449,617 | Shares | Sole | 2026-05-13 | ||||
| Small Petiole USA ltd | $8,893,618 | 3.04% | 381,373 | Shares | Sole | 2026-05-14 | ||||
| Mega GOLDMAN SACHS GROUP INC | $8,310,968 | 2.84% | 356,388 | Shares | Defined | 2026-05-15 | ||||
| Small MALTESE CAPITAL MANAGEMENT LLC | $7,669,667 | 2.62% | 328,888 | Shares | Sole | 2026-05-15 | ||||
| Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $5,310,313 | 1.82% | 227,715 | Shares | Sole | 2026-05-15 | ||||
| Small Huber Capital Management LLC | $4,443,695 | 1.52% | 190,553 | Shares | Sole | 2026-05-12 | ||||
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4,417,460 | 1.51% | 189,428 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $4,091,936 | 1.40% | 175,469 | Shares | Defined | 2026-05-14 | ||||
| Mid ALGERT GLOBAL LLC | $3,656,109 | 1.25% | 156,780 | Shares | Sole | 2026-05-14 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $3,439,117 | 1.18% | 147,475 | Shares | Defined | 2026-05-08 | ||||
| Large Squarepoint Ops LLC | $3,171,310 | 1.09% | 135,991 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $3,163,707 | 1.08% | 135,665 | Shares | Defined | 2026-05-15 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3,144,818 | 1.08% | 134,855 | Shares | Sole | 2026-05-15 | ||||
| Mid Diversified Trust Co Bank | $3,066,300 | 1.05% | 131,488 | Shares | Sole | 2026-04-16 | ||||
| Large Trexquant Investment LP | $2,978,267 | 1.02% | 127,713 | Shares | Sole | 2026-05-15 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $2,891,773 | 0.99% | 124,004 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $2,794,177 | 0.96% | 119,819 | Shares | Defined | 2026-05-15 | ||||
| Small MENDON CAPITAL ADVISORS CORP | $2,441,417 | 0.84% | 104,692 | Shares | Sole | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $2,427,751 | 0.83% | 104,106 | Shares | Defined | 2026-05-08 | ||||
| Small EJF Capital LP | $2,303,036 | 0.79% | 98,758 | Shares | Sole | 2026-05-13 | ||||
| Mid Curi Capital, LLC | $2,175,639 | 0.74% | 93,295 | Shares | Sole | 2026-05-15 | ||||
| Large Empowered Funds, LLC | $2,109,760 | 0.72% | 90,470 | Shares | Other | 2026-05-15 | ||||
| Mega Bank of New York Mellon Corp Bank | $2,008,876 | 0.69% | 86,144 | Shares | Defined | 2026-05-05 | ||||
| Large SEI INVESTMENTS CO | $1,874,437 | 0.64% | 80,379 | Shares | Sole | 2026-05-13 | ||||
| Mega FIRST TRUST ADVISORS LP | $1,819,123 | 0.62% | 78,007 | Shares | Sole | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $1,649,819 | 0.56% | 70,747 | Shares | Defined | 2026-05-12 | ||||
| Mega UBS Group AG | $1,592,008 | 0.54% | 68,268 | Shares | Defined | 2026-05-05 | ||||
| Small Oppenheimer & Close, LLC | $1,457,500 | 0.50% | 62,500 | Shares | Sole | 2026-05-12 | ||||
| Large FIRST MANHATTAN CO. LLC. | $1,399,200 | 0.48% | 60,000 | Shares | Sole | 2026-05-15 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $1,397,191 | 0.48% | 59,914 | Shares | Other | 2026-05-15 | ||||
| Large Creative Planning | $1,385,044 | 0.47% | 59,393 | Shares | Sole | 2026-05-12 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,344,164 | 0.46% | 57,640 | Shares | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $1,339,430 | 0.46% | 57,437 | Shares | Defined | 2026-05-18 | ||||
| Large STIFEL FINANCIAL CORP | $1,299,320 | 0.44% | 55,717 | Shares | Defined | 2026-05-12 | ||||
| Small Daytona Street Capital LLC | $1,271,779 | 0.44% | 54,536 | Shares | Sole | 2026-04-10 | ||||
| Mega AMERIPRISE FINANCIAL INC | $1,116,934 | 0.38% | 47,896 | Shares | Defined | 2026-05-15 | ||||
| Mega Nuveen, LLC | $1,094,150 | 0.37% | 46,919 | Shares | Defined | 2026-04-30 | ||||
| Mid XTX Topco Ltd | $831,171 | 0.28% | 35,642 | Shares | Defined | 2026-05-15 | ||||
| Large Quantinno Capital Management LP | $827,603 | 0.28% | 35,489 | Shares | Sole | 2026-05-15 | ||||
| Large Qube Research & Technologies Ltd | $807,548 | 0.28% | 34,629 | Shares | Sole | 2026-05-15 | ||||
| Large PANAGORA ASSET MANAGEMENT INC | $781,663 | 0.27% | 33,519 | Shares | Sole | 2026-05-14 | ||||
| Mega WELLS FARGO & COMPANY/MN | $777,488 | 0.27% | 33,340 | Shares | Defined | 2026-05-11 | ||||
| Mid Kingsview Wealth Management, LLC | $748,502 | 0.26% | 32,097 | Shares | Sole | 2026-05-12 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $706,689 | 0.24% | 30,304 | Shares | Sole | 2026-05-15 | ||||
| Mega Invesco Ltd. | $704,729 | 0.24% | 30,220 | Shares | Defined | 2026-05-12 | ||||
| Mega RHUMBLINE ADVISERS | $674,647 | 0.23% | 28,930 | Shares | Sole | 2026-05-12 | ||||
| Mid Campbell & CO Investment Adviser LLC | $600,163 | 0.21% | 25,736 | Shares | Sole | 2026-05-15 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $597,411 | 0.20% | 25,618 | Shares | Defined | 2026-05-15 | ||||
| Micro Richard Young Associates, Ltd. | $587,990 | 0.20% | 25,214 | Shares | Sole | 2026-05-07 | ||||
| Mega D. E. Shaw & Co., Inc. | $545,081 | 0.19% | 23,374 | Shares | Defined | 2026-05-15 | ||||
| Large CAPTRUST FINANCIAL ADVISORS | $475,284 | 0.16% | 20,381 | Shares | Sole | 2026-05-15 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $442,309 | 0.15% | 18,967 | Shares | Defined | 2026-05-06 | ||||
| Mega FRANKLIN RESOURCES INC | $424,446 | 0.15% | 18,201 | Shares | Defined | 2026-05-13 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $356,422 | 0.12% | 15,284 | Shares | Defined | 2026-05-15 | ||||
| Small Retirement Planning Group, LLC Pension | $350,826 | 0.12% | 15,044 | Shares | Sole | 2026-05-04 | ||||
| Large TRUIST FINANCIAL CORP | $319,949 | 0.11% | 13,720 | Shares | Defined | 2026-04-27 | ||||
| Mega LPL Financial LLC | $299,592 | 0.10% | 12,847 | Shares | Sole | 2026-05-06 | ||||
| Micro Partners in Financial Planning | $291,966 | 0.10% | 12,520 | Shares | Sole | 2026-05-11 | ||||
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $270,535 | 0.09% | 11,601 | Shares | Defined | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $265,848 | 0.09% | 11,400 | Call | Other | 2026-05-15 | ||||
| Large MetLife Investment Management, LLC | $265,171 | 0.09% | 11,371 | Shares | Defined | 2026-05-14 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $256,520 | 0.09% | 11,000 | Shares | Sole | 2026-05-14 | ||||
| Large Balyasny Asset Management L.P. | $252,345 | 0.09% | 10,821 | Shares | Sole | 2026-05-15 | ||||
| Large LOS ANGELES CAPITAL MANAGEMENT LLC | $249,267 | 0.09% | 10,689 | Shares | Sole | 2026-05-08 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $238,960 | 0.08% | 10,247 | Shares | Defined | 2026-05-15 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $238,307 | 0.08% | 10,219 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $219,580 | 0.08% | 9,416 | Shares | Defined | 2026-05-13 | ||||
| Mega Vanguard Global Advisers, LLC | $202,977 | 0.07% | 8,704 | Shares | Defined | 2026-05-08 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $198,476 | 0.07% | 8,511 | Shares | Defined | 2026-05-12 | ||||
| Mega FMR LLC | $153,002 | 0.05% | 6,561 | Shares | Defined | 2026-05-15 | ||||
| Mega BARCLAYS PLC | $144,024 | 0.05% | 6,176 | Shares | Defined | 2026-05-15 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $125,158 | 0.04% | 5,367 | Shares | Defined | 2026-04-29 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $105,662 | 0.04% | 4,531 | Shares | Sole | 2026-05-06 | ||||
| Small Salomon & Ludwin, LLC | $101,791 | 0.03% | 4,365 | Shares | Sole | 2026-05-11 | ||||
| Mid State of Alaska, Department of Revenue | $75,393 | 0.03% | 3,233 | Shares | Sole | 2026-04-20 | ||||
| Mega CITIGROUP INC | $73,293 | 0.03% | 3,143 | Shares | Defined | 2026-05-11 | ||||
| Large CWM, LLC | $62,684 | 0.02% | 2,688 | Shares | Sole | 2026-05-14 | ||||
| Mid Geneos Wealth Management Inc. | $61,215 | 0.02% | 2,625 | Shares | Sole | 2026-05-05 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $53,891 | 0.02% | 2,311 | Shares | Defined | 2026-05-08 | ||||
| Mid Ameritas Investment Partners, Inc. | $46,593 | 0.02% | 1,998 | Shares | Other | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $41,789 | 0.01% | 1,792 | Shares | Defined | 2026-05-08 | ||||
| Small Pinnacle Wealth Planning Services, Inc. | $36,099 | 0.01% | 1,548 | Shares | Sole | 2026-05-11 | ||||
| Mid Larson Financial Group LLC | $28,893 | 0.01% | 1,239 | Shares | Sole | 2026-05-15 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $28,333 | 0.01% | 1,215 | Shares | Sole | 2026-05-18 | ||||
| Mid Tower Research Capital LLC (TRC) | $25,791 | 0.01% | 1,106 | Shares | Defined | 2026-05-15 | ||||
| Small Versant Capital Management, Inc | $25,235 | 0.01% | 742 | Shares | Sole | 2026-07-02 | ||||
| Mid SALEM INVESTMENT COUNSELORS INC | $20,988 | 0.01% | 900 | Shares | Sole | 2026-04-29 | ||||
| Mid Farther Finance Advisors, LLC | $20,824 | 0.01% | 893 | Shares | Sole | 2026-04-07 | ||||
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20,591 | 0.01% | 883 | Shares | Defined | 2026-05-13 | ||||
| Large OSAIC HOLDINGS, INC. | $18,935 | 0.01% | 812 | Shares | Defined | 2026-05-15 | ||||
| Large FEDERATED HERMES, INC. | $15,251 | 0.01% | 654 | Shares | Defined | 2026-05-11 | ||||
| Mid Sterling Capital Management LLC | $14,551 | 0.00% | 624 | Shares | Sole | 2026-04-22 | ||||
| Mid EverSource Wealth Advisors, LLC | $11,237 | 0.00% | 482 | Shares | Sole | 2026-05-18 | ||||
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