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 115 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $184 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
|
$27.4 Million
0.0% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,292,161
shares
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,056,584
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
557,504
shares
|
$9.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
532,143
shares
|
$8.68 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
509,194
shares
|
$8.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
443,933
shares
|
$7.24 Million
3.32% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Petiole Usa LTD
New York, NY |
May 14, 2025 Q1 2025 |
386,873
shares
|
$6.31 Million
5.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
368,242
shares
|
$6.01 Million
0.15% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
336,603
shares
|
$5.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
288,456
shares
|
$4.7 Million
0.81% of portfolio
|
Q1 2025
Added 43.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
209,610
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
202,467
shares
|
$3.3 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
189,025
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
181,640
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
176,196
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
151,210
shares
|
$2.47 Million
0.07% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
142,035
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
138,772
shares
|
$2.26 Million
1.56% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,008
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
123,084
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
102,970
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
93,819
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
90,725
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
82,105
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|