Recent 13F filings as of September 2025 show that 121 institutional investors hold a position in Carter Bankshares, Inc. (NASDAQ:CARE).
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30 Sep, 2025 | 1,684,065 | -887 | -0.05% | $32,687,701.00 |
| VANGUARD GROUP INC | 30 Sep, 2025 | 1,284,214 | -2,454 | -0.19% | $24,926,594.00 |
| DIMENSIONAL FUND ADVISORS LP | 30 Sep, 2025 | 1,130,055 | 24,621 | 2.23% | $21,934,456.00 |
| Fourthstone LLC | 30 Sep, 2025 | 1,038,543 | 454,650 | 77.87% | $20,158,120.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 529,448 | -6,224 | -1.16% | $10,278,873.00 |
| STATE STREET CORP | 30 Sep, 2025 | 526,895 | 13,498 | 2.63% | $10,227,032.00 |
| KENNEDY CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 441,076 | 50,519 | 12.94% | $8,561,285.00 |
| AMERICAN CENTURY COMPANIES INC | 30 Sep, 2025 | 413,201 | 63,663 | 18.21% | $8,020,232.00 |
| Petiole USA ltd | 30 Sep, 2025 | 386,873 | 0 | 0.00% | $7,509,205.00 |
| MALTESE CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 369,000 | 4,028 | 1.10% | $7,162,291.00 |
| GOLDMAN SACHS GROUP INC | 30 Sep, 2025 | 270,629 | 57,312 | 26.87% | $5,252,909.00 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 191,238 | -21,782 | -10.23% | $3,711,930.00 |
| Huber Capital Management LLC | 30 Sep, 2025 | 190,553 | 0 | 0.00% | $3,698,633.00 |
| NORTHERN TRUST CORP | 30 Sep, 2025 | 182,349 | -5,303 | -2.83% | $3,539,394.00 |
| MORGAN STANLEY | 30 Sep, 2025 | 174,245 | -57,737 | -24.89% | $3,382,102.00 |
| EJF Capital LLC | 30 Sep, 2025 | 160,505 | 30,963 | 23.90% | $3,115,402.00 |
| Diversified Trust Co | 30 Sep, 2025 | 134,098 | 0 | 0.00% | $2,602,842.00 |
| Russell Investments Group, Ltd. | 30 Sep, 2025 | 123,654 | 21,336 | 20.85% | $2,400,124.00 |
| MENDON CAPITAL ADVISORS CORP | 30 Sep, 2025 | 117,392 | -25,000 | -17.56% | $2,278,579.00 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 109,013 | -51,100 | -31.91% | $2,115,942.00 |