Carter BanksharesCARE
13F holders, Q2 2026 (June 30)162holders +37
49new positions
12sold out
5famous investors
$33.99avg. 13F price*
At the end of Q2 2026, 162 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 37 from Q1 2026. 49 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($61.1M), Dimensional Fund Advisors LP ($42.7M) and Vanguard Capital Management LLC ($32.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Carter Bankshares Inc.
- CUSIP
- 146103106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $83.9M |
| Exits | 12 | $46.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,791,326 shares bought and 3,066,575 shares sold, net +1,724,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| BlackRock, Inc. | 0.00% | Add +7.7% | 1,796,799 | $61.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.8% | 1,256,126 | $42.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.0% | 955,877 | $32.5M |
| State Street Corp. | 0.00% | Add +82.9% | 912,310 | $31.0M |
| American Century Companies Inc. | 0.01% | Add +31.2% | 709,568 | $24.1M |
| Lazard Asset Management LLC | 0.03% | New | 640,742 | $21.8M |
| Geode Capital Management, LLC | 0.00% | Add +11.8% | 576,614 | $19.6M |
| Acadian Asset Management LLC | 0.02% | New | 387,397 | $13.2M |
| Kennedy Capital Management LLC | 0.23% | Reduce -14.6% | 384,084 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.9% | 373,745 | $12.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +84.2% | 301,842 | $10.3M |
| AQR Capital Management | 0.00% | Add +400.3% | 299,724 | $10.2M |
| Algert Global LLC | 0.11% | Add +77.5% | 278,213 | $9.5M |
| Hillsdale Investment Management Inc. | 0.20% | New | 263,657 | $9.0M |
| Morgan Stanley | 0.00% | Add +85.8% | 222,626 | $7.6M |
| Nuveen, LLC | 0.00% | Add +316.0% | 195,185 | $6.6M |
| Northern Trust Corp. | 0.00% | Add +8.2% | 189,817 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +78.9% | 186,228 | $6.3M |
| Huber Capital Management LLC | 0.92% | Reduce -3.7% | 183,553 | $6.2M |
| Petiole USA ltd | 4.38% | Reduce -53.0% | 179,222 | $6.1M |
| Tudor Investment Corporation | 0.02% | New | 161,420 | $5.5M |
| FMR LLC | 0.00% | Add +2248.0% | 154,054 | $5.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.5% | 148,225 | $5.0M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -23.8% | 144,388 | $4.9M |
| Diversified Trust Co. | 0.08% | Add +7.8% | 141,762 | $4.8M |
| Bridgeway Capital Management, LLC | 0.08% | Add +5.1% | 141,683 | $4.8M |
| Basswood Capital Management, L.L.C. | 0.19% | Reduce -42.2% | 131,609 | $4.5M |
| Two Sigma Investments, LP | 0.00% | Add +251.7% | 106,590 | $3.6M |
| Bank of America Corp. | 0.00% | Add +85.1% | 106,330 | $3.6M |
| Maltese Capital Management LLC | 0.66% | Reduce -68.1% | 105,000 | $3.6M |
| Jupiter Topco LLC | 0.00% | — | 101,719 | $3.5M |
| Trexquant Investment LP | 0.02% | Reduce -21.4% | 100,397 | $3.4M |
| Empowered Funds, LLC | 0.02% | Add +7.5% | 97,298 | $3.3M |
| Creative Planning | 0.00% | Add +62.4% | 96,464 | $3.3M |
| First Trust Advisors LP | 0.00% | Add +19.5% | 93,226 | $3.2M |
| Martingale Asset Management L P | 0.07% | New | 91,899 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | New | 89,923 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.04% | New | 87,905 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | New | 85,509 | $2.9M |
| Invesco Ltd. | 0.00% | Add +180.1% | 84,658 | $2.9M |
| Aquatic Capital Management LLC | 0.09% | New | 81,103 | $2.8M |
| Prudential Financial Inc. | 0.00% | New | 79,175 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.0% | 71,536 | $2.4M |
| Massachusetts Financial Services Co. | 0.00% | New | 67,266 | $2.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.9% | 63,343 | $2.2M |
| Oppenheimer & Close, LLC | 1.34% | No change | 62,500 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | No change | 60,000 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +20.9% | 57,890 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +359.4% | 53,299 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -9.8% | 50,256 | $1.7M |
| UBS Group AG | 0.00% | Reduce -35.5% | 44,040 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 43,775 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -48.3% | 41,591 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +23.7% | 41,227 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 40,303 | $1.4M |
| Sierra Summit Advisors LLC | 0.15% | New | 39,579 | $1.3M |
| Millennium Management | 0.00% | Reduce -68.9% | 38,617 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +8.6% | 38,551 | $1.3M |
| Panagora Asset Management Inc. | 0.00% | Add +9.6% | 36,748 | $1.2M |
| EJF Capital LP | 0.82% | Reduce -63.5% | 36,001 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +43.7% | 33,587 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.5% | 32,894 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Add +193.9% | 31,801 | $1.1M |
| Citigroup Inc. | 0.00% | Add +826.3% | 29,114 | $990K |
| Rhumbline Advisers | 0.00% | Reduce -0.4% | 28,824 | $980K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +11.9% | 28,790 | $979K |
| Franklin Resources Inc. | 0.00% | Add +48.0% | 26,935 | $916K |
| Barclays PLC | 0.00% | Add +330.2% | 26,567 | $904K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 25,930 | $897K |
| Citadel Advisors | 0.00% | Reduce -81.9% | 24,604 | $837K |
| Richard Young Associates, Ltd. | 0.55% | Reduce -3.0% | 24,471 | $832K |
| Gsa Capital Partners LLP | 0.05% | New | 23,819 | $810K |
| XTX Topco Ltd | 0.01% | Reduce -35.8% | 22,894 | $779K |
| Deutsche Bank AG | 0.00% | Add +17.9% | 22,366 | $761K |
| Marshall Wace, LLP | 0.00% | New | 22,118 | $752K |
| Captrust Financial Advisors | 0.00% | Add +6.3% | 21,676 | $737K |
| Rafferty Asset Management, LLC | 0.00% | New | 21,471 | $730K |
| Engineers Gate Manager LP | 0.01% | New | 20,800 | $707K |
| Vanguard Global Advisers, LLC | 0.00% | Add +122.8% | 19,390 | $659K |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.5% | 18,411 | $627K |
| Alliancebernstein L.P. | 0.00% | Reduce -7.2% | 23,780 | $555K |
| Retirement Planning Group, LLC | 0.01% | No change | 15,044 | $512K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 15,000 | $510K |
| Mercer Global Advisors Inc. | 0.00% | Add +46.2% | 14,942 | $508K |
| SG Americas Securities, LLC | 0.00% | New | 14,835 | $505K |
| LightSquare Wealth Management, LLC | 0.34% | New | 14,709 | $500K |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 12,855 | $437K |
| Caxton Associates LLP | 0.01% | New | 12,821 | $436K |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 12,696 | $432K |
| MetLife Investment Management, LLC | 0.00% | Add +11.4% | 12,673 | $431K |
| State of Wyoming | 0.04% | New | 12,621 | $429K |
| Partners in Financial Planning | 0.06% | Reduce -1.8% | 12,299 | $418K |
| JPMorgan Chase & Co. | 0.00% | Add +16.5% | 10,968 | $365K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -2.6% | 10,409 | $354K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 10,239 | $348K |
| State of Tennessee, Department of Treasury | 0.00% | New | 9,620 | $327K |
| Magnetar Financial LLC | 0.00% | New | 9,529 | $324K |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 9,484 | $323K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 9,301 | $316K |
| Sterling Capital Management LLC | 0.01% | Add +1371.5% | 9,182 | $312K |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.