Carter Bankshares CARE Institutional Ownership

NASDAQ CARE

$31.40 +0.04 (+0.13%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

162 Institutions

Increased 108 66.7%

Unchanged 21 13.0%

Reduced 33 20.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

66.34%

▲+8.28 pp QoQ

Shares Held by Institutions

14.49Mn

of 21.84Mn outstanding

▲+35.72% QoQ

Shares Outstanding

21.84Mn

7.35Mn held outside 13F filers

Institutional Investors

162

filed 13F for Jun 2026

▲+37 vs prior quarter

Net Shares Added (QoQ)

+3.81Mn

accumulated since last quarter

Value of Holdings

$463.32Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Carter Bankshares, Inc. (NASDAQ:CARE) appears in 162 institutional 13F filings for the quarter ending June 2026.

They owned 66.3% of outstanding stock in June 2026, up from 58.1% the prior quarter.
Their total shares held in CARE increased 35.72% quarter over quarter, and separately, investors owning Carter Bankshares increased 40.87% from a year ago.
Among the 162 funds, 108 bought more Carter Bankshares shares, 33 sold down, and 21 held their ground.
Institutional investors collectively held 14.49Mn shares in Carter Bankshares as of June 2026, up by 3.81Mn shares quarter on quarter, and up 3.54Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Carter Bankshares with 1.8Mn shares, accounting for 8.23% of total shares outstanding.
The most significant purchases of CARE for the quarter ending June 2026 came from LAZARD ASSET MANAGEMENT LLC (640.74K), State Street Corp (413.41K), ACADIAN ASSET MANAGEMENT LLC (387.4K), Hillsdale Investment Management Inc. (263.66K), AQR CAPITAL MANAGEMENT LLC (239.81K).
Leading sellers of Carter Bankshares shares for the quarter ending June 2026 were MALTESE CAPITAL MANAGEMENT LLC (223.89K), Petiole USA ltd (202.15K), CITADEL ADVISORS LLC (111.06K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (96.11K), MILLENNIUM MANAGEMENT LLC (85.39K).
Carter Bankshares's 10 largest shareholders as of June 2026 include BlackRock, Inc. (1.8Mn), DIMENSIONAL FUND ADVISORS LP (1.26Mn), VANGUARD CAPITAL MANAGEMENT LLC (955.88K), State Street Corp (912.31K), AMERICAN CENTURY COMPANIES INC (709.57K), LAZARD ASSET MANAGEMENT LLC (640.74K), GEODE CAPITAL MANAGEMENT, LLC (576.61K), ACADIAN ASSET MANAGEMENT LLC (387.4K), KENNEDY CAPITAL MANAGEMENT LLC (384.08K), Goldman Sachs Group Inc (373.74K) per Business Quant data.

Form 13F Holdings

162 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.49Mn

Of outstanding 66.34%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,796,799	8.23%	▲127,981	+7.67%	$61.11Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,256,126	5.75%	▲80,201	+6.82%	$42.72Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	955,877	4.38%	▼29,106	-2.95%	$32.51Mn
4	State Street Corp	0000093751	912,310	4.18%	▲413,408	+82.86%	$31.03Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	709,568	3.25%	▲168,702	+31.19%	$24.13Mn
6	LAZARD ASSET MANAGEMENT LLC	0001207017	640,742	2.93%	▲640,742	0.00%	$21.79Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	576,614	2.64%	▲60,639	+11.75%	$19.61Mn
8	ACADIAN ASSET MANAGEMENT LLC	0000916542	387,397	1.77%	▲387,397	0.00%	$13.17K
9	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	384,084	1.76%	▼65,533	-14.58%	$13.06Mn
10	Goldman Sachs Group Inc	0000886982	373,745	1.71%	▲17,357	+4.87%	$12.71Mn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	301,842	1.38%	▲137,966	+84.19%	$10.27Mn
12	AQR CAPITAL MANAGEMENT LLC	0001167557	299,724	1.37%	▲239,810	+400.26%	$10.19Mn
13	ALGERT GLOBAL LLC	0001275218	278,213	1.27%	▲121,433	+77.45%	$9.46Mn
14	Hillsdale Investment Management Inc.	0001368465	263,657	1.21%	▲263,657	0.00%	$8.97Mn
15	Morgan Stanley	0000895421	222,626	1.02%	▲102,807	+85.80%	$7.57Mn
16	Nuveen, LLC	0001871926	195,185	0.89%	▲148,266	+316.00%	$6.64Mn
17	Northern Trust Corp	0000073124	189,817	0.87%	▲14,348	+8.18%	$6.46Mn
18	Russell Investments Group, Ltd.	0001692234	186,228	0.85%	▲82,122	+78.88%	$6.33Mn
19	Huber Capital Management LLC	0001511697	183,553	0.84%	▼7,000	-3.67%	$6.24Mn
20	Petiole USA ltd	0001600202	179,222	0.82%	▼202,151	-53.01%	$6.10Mn

Showing 1 to 20 of 162 holders