Carter Bankshares, Inc. (CARE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

22,294,228Shares Outstanding
12,684,925Shares held by institutions
$348,074,342Value of institutional holdings
56.90%Institutional ownership %
16.60%Shares Changed QoQ
124No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carter Bankshares, Inc. (NASDAQ:CARE) is held by 119 institutional investors per 13F filings through December 2025.

229 Institutional Holders

12,684,925 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Dec, 2025 1,678,946 -5,119 -0.30% $33,008,080.00
BlackRock, Inc. 31 Dec, 2025 1,668,818 -10,128 -0.60% $38,916,835.00
Fourthstone LLC 31 Dec, 2025 1,502,119 265,726 21.49% $35,029,415.00
VANGUARD GROUP INC 31 Dec, 2025 1,288,798 4,584 0.36% $25,337,769.00
Fourthstone LLC 31 Dec, 2025 1,236,393 197,850 19.05% $24,307,486.00
DIMENSIONAL FUND ADVISORS LP 31 Dec, 2025 1,175,925 52,195 4.64% $27,422,361.00
DIMENSIONAL FUND ADVISORS LP 31 Dec, 2025 1,123,730 -6,325 -0.56% $22,092,566.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Dec, 2025 984,983 984,983 0.00% $22,969,804.00
Petiole USA ltd 31 Dec, 2025 773,746 386,873 100.00% $15,211,846.00
Goldman Sachs Group Inc 31 Dec, 2025 601,106 330,477 122.11% $11,817,744.00
AMERICAN CENTURY COMPANIES INC 31 Dec, 2025 540,866 67,079 14.16% $12,612,995.00
State Street Corp 31 Dec, 2025 517,341 -9,554 -1.81% $10,170,924.00
GEODE CAPITAL MANAGEMENT, LLC 31 Dec, 2025 515,975 7,653 1.51% $12,035,281.00
GEODE CAPITAL MANAGEMENT, LLC 31 Dec, 2025 508,322 -21,126 -3.99% $9,995,814.00
State Street Corp 31 Dec, 2025 498,902 -18,439 -3.56% $11,634,395.00
AMERICAN CENTURY COMPANIES INC 31 Dec, 2025 473,787 60,586 14.66% $9,314,653.00
KENNEDY CAPITAL MANAGEMENT LLC 31 Dec, 2025 449,617 8,336 1.89% $10,485,068.00
KENNEDY CAPITAL MANAGEMENT LLC 31 Dec, 2025 441,281 205 0.05% $8,675,584.00
MALTESE CAPITAL MANAGEMENT LLC 31 Dec, 2025 395,800 26,800 7.26% $7,781,428.00
Petiole USA ltd 31 Dec, 2025 381,373 -392,373 -50.71% $8,893,618.00