Carter Bankshares, Inc. (CARE) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Carter Bankshares, Inc. (NASDAQ:CARE) is held by 116 institutional firms.

• The collective stake of institutional investors in Carter Bankshares moved to 50.6% in December 2025, a shift up from the 50.3% reported for September 2025.
• Institutional share ownership changed by 3.21% QoQ, while the number of institutional owners saw an increase of 8.41% YoY.
• During the quarter, 42 institutions bought more Carter Bankshares shares, 54 sold shares, and 20 of the 116 total investors held their position steady.
• Collectively, institutional investors increased their stake in Carter Bankshares to 11.59Mn shares as of December 2025, a change that is up by 360.60K shares quarter on quarter and up 578.63K shares year over year.
• The top institutional stake in Carter Bankshares as of December 31, 2025 belongs to BlackRock, Inc., which owns 1.68Mn shares, or 7.33% of the company.
• Among the most significant buyers of Carter Bankshares during December 2025 were Fourthstone LLC (197.85K), Squarepoint Ops LLC (90.02K), AMERICAN CENTURY COMPANIES INC (60.59K), MARTINGALE ASSET MANAGEMENT L P (60.48K), Daytona Street Capital LLC (52.54K).
• Leading sellers of Carter Bankshares stock in December 2025 included MORGAN STANLEY (48.06K), ACADIAN ASSET MANAGEMENT LLC (40.34K), TWO SIGMA INVESTMENTS, LP (39.33K), D. E. Shaw & Co., Inc. (32.95K), PANAGORA ASSET MANAGEMENT INC (30.82K).
• The top 10 institutional holders of Carter Bankshares for the quarter ending December 2025 included BlackRock, Inc. (1.68Mn), VANGUARD GROUP INC (1.29Mn), Fourthstone LLC (1.24Mn), DIMENSIONAL FUND ADVISORS LP (1.12Mn), STATE STREET CORP (517.34K), GEODE CAPITAL MANAGEMENT, LLC (508.32K), AMERICAN CENTURY COMPANIES INC (473.79K), KENNEDY CAPITAL MANAGEMENT LLC (441.28K), MALTESE CAPITAL MANAGEMENT LLC (395.80K), Petiole USA ltd (386.87K).