Carter Bankshares CARE Institutional Ownership

NASDAQ CARE
$30.37 +0.19 (+0.63%)
At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

161 Institutions
Increased 107 66.5%
Unchanged 21 13.0%
Reduced 33 20.5%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
65.09%
▲+7.84 pp QoQ
Shares Held by Institutions
14.42Mn
of 22.16Mn outstanding
▲+13.71% QoQ
Shares Outstanding
22.16Mn
7.74Mn held outside 13F filers
Institutional Investors
161
filed 13F for Jun 2026
▲+36 vs prior quarter
Net Shares Added (QoQ)
+1.74Mn
accumulated since last quarter
Value of Holdings
$435.33Mn
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

Carter Bankshares, Inc. (NASDAQ:CARE) appeared in the 13F filings of 161 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

161 Institutional Holders

Report period 30 Jun, 2026
Total shares held 14.42Mn
Of outstanding 65.09%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 1,796,799 8.11% ▲127,981 +7.67% $61.11Mn
2 DIMENSIONAL FUND ADVISORS LP 0000354204 1,256,126 5.67% ▲80,201 +6.82% $42.72Mn
3 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 955,877 4.31% ▼29,106 -2.95% $32.51Mn
4 State Street Corp 0000093751 912,310 4.12% ▲413,408 +82.86% $31.03Mn
5 AMERICAN CENTURY COMPANIES INC 0000748054 709,568 3.20% ▲168,702 +31.19% $24.13Mn
6 LAZARD ASSET MANAGEMENT LLC 0001207017 640,742 2.89% ▲640,742 0.00% $21.79Mn
7 GEODE CAPITAL MANAGEMENT, LLC 0001214717 576,614 2.60% ▲60,639 +11.75% $19.61Mn
8 ACADIAN ASSET MANAGEMENT LLC 0000916542 387,397 1.75% ▲387,397 0.00% $13.17K
9 KENNEDY CAPITAL MANAGEMENT LLC 0000884589 384,084 1.73% ▼65,533 -14.58% $13.06Mn
10 Goldman Sachs Group Inc 0000886982 373,745 1.69% ▲17,357 +4.87% $12.71Mn
11 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 301,842 1.36% ▲137,966 +84.19% $10.27Mn
12 AQR CAPITAL MANAGEMENT LLC 0001167557 299,724 1.35% ▲239,810 +400.26% $10.19Mn
13 ALGERT GLOBAL LLC 0001275218 278,213 1.26% ▲121,433 +77.45% $9.46Mn
14 Hillsdale Investment Management Inc. 0001368465 263,657 1.19% ▲263,657 0.00% $8.97Mn
15 Morgan Stanley 0000895421 222,626 1.00% ▲102,807 +85.80% $7.57Mn
16 Nuveen, LLC 0001871926 195,185 0.88% ▲148,266 +316.00% $6.64Mn
17 Northern Trust Corp 0000073124 189,817 0.86% ▲14,348 +8.18% $6.46Mn
18 Russell Investments Group, Ltd. 0001692234 186,228 0.84% ▲82,122 +78.88% $6.33Mn
19 Huber Capital Management LLC 0001511697 183,553 0.83% ▼7,000 -3.67% $6.24Mn
20 Petiole USA ltd 0001600202 179,222 0.81% ▼202,151 -53.01% $6.10Mn