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 117 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 $205 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
|
$30.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,286,668
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,105,434
shares
|
$20.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
583,893
shares
|
$10.6 Million
3.01% of portfolio
|
Q2 2025
Added 31.53%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
535,672
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
513,397
shares
|
$9.33 Million
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
390,557
shares
|
$7.1 Million
0.17% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Petiole Usa LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
386,873
shares
|
$7.03 Million
5.33% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Maltese Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
364,972
shares
|
$6.63 Million
0.97% of portfolio
|
Q2 2025
Added 26.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
349,538
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
231,982
shares
|
$4.22 Million
0.0% of portfolio
|
Q2 2025
Added 31.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
213,317
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
213,020
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
190,553
shares
|
$3.46 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
187,652
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
160,113
shares
|
$2.91 Million
0.07% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
144,321
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Aug 14, 2025 Q2 2025 |
142,392
shares
|
$2.59 Million
1.2% of portfolio
|
Q2 2025
Added 106.02%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
134,098
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,008
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Ejf Capital LLC
Arlington, VA |
Aug 14, 2025 Q2 2025 |
129,542
shares
|
$2.35 Million
1.99% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
102,318
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
99,628
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
93,295
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Added 388.02%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
90,022
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 9.64%
|