Institutional Ownership Carter Bankshares, Inc. (CARE)
This table provides information about the institutional ownership of Carter Bankshares, Inc. (CARE). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,677,772
shares
|
$29.2 Million
0.0% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,284,214
shares
|
$22.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,130,055
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,038,543
shares
|
$18.1 Million
5.63% of portfolio
|
Q3 2025
Added 77.87%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
529,448
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
526,895
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
441,076
shares
|
$7.67 Million
0.21% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
413,201
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2025
Added 18.21%
|
|
|
Petiole Usa LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
386,873
shares
|
$6.73 Million
5.98% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
369,000
shares
|
$6.42 Million
1.25% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
270,629
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2025
Added 26.87%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
191,238
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
190,553
shares
|
$3.31 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
182,349
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
174,245
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
160,505
shares
|
$2.79 Million
2.32% of portfolio
|
Q3 2025
Added 23.9%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
134,098
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,008
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
123,654
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Nov 14, 2025 Q3 2025 |
117,392
shares
|
$2.04 Million
0.87% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
109,013
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
105,322
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
93,306
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
82,410
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 457.58%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
75,567
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.29%
|
|