Carter Bankshares, Inc. (CARE) Institutional Ownership

Ownership Summary

Carter Bankshares, Inc. (NASDAQ:CARE) has 119 institutional investors with active 13F positions as of December 2025.

• Their combined ownership stood at 54.3% of outstanding shares in December 2025, up from 52.1% in September 2025.
• They increased total shares held in Carter Bankshares by 5.71% from last quarter, and the number of investors in CARE increased 11.21% annually.
• Activity in CARE broke down as 44 buyers, 55 sellers, and 20 unchanged among 119 total holders.
• The aggregate institutional position in Carter Bankshares amounted to 12.11Mn shares as of December 2025, up by 653.7K shares quarter on quarter, and up 781.92K shares year over year.
• BlackRock, Inc. holds the largest position in CARE at 1.68Mn shares as of December 31, 2025, or 7.53% of shares outstanding.
• The most significant purchases of CARE for the quarter ending December 2025 came from Petiole USA ltd (386.87K), Goldman Sachs Group Inc (330.48K), Fourthstone LLC (197.85K), Squarepoint Ops LLC (90.02K), AMERICAN CENTURY COMPANIES INC (60.59K).
• The largest sellers of Carter Bankshares for the quarter ending December 2025 were Jpmorgan Chase & Co (79.56K), Barclays Plc (59.46K), Morgan Stanley (48.06K), ACADIAN ASSET MANAGEMENT LLC (40.34K), TWO SIGMA INVESTMENTS, LP (39.33K).
• Carter Bankshares's 10 largest shareholders as of December 2025 include BlackRock, Inc. (1.68Mn), VANGUARD GROUP INC (1.29Mn), Fourthstone LLC (1.24Mn), DIMENSIONAL FUND ADVISORS LP (1.12Mn), Petiole USA ltd (773.75K), Goldman Sachs Group Inc (601.11K), State Street Corp (517.34K), GEODE CAPITAL MANAGEMENT, LLC (508.32K), AMERICAN CENTURY COMPANIES INC (473.79K), KENNEDY CAPITAL MANAGEMENT LLC (441.28K) per Business Quant data.