Carter BanksharesCARE
13F holders, Q4 2024 (December 31)106holders +13
19new positions
8sold out
5famous investors
$17.59avg. 13F price*
At the end of Q4 2024, 106 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 13 from Q3 2024. 19 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($30.7M), Vanguard Group Inc. ($22.5M) and Dimensional Fund Advisors LP ($17.9M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Carter Bankshares Inc.
- CUSIP
- 146103106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.3M |
| Exits | 8 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,495,435 shares bought and 938,867 shares sold, net +556,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| BlackRock, Inc. | 0.00% | Add +2.8% | 1,746,277 | $30.7M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 1,276,940 | $22.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.4% | 1,015,988 | $17.9M |
| Fourthstone LLC | 1.89% | Add +100.8% | 551,013 | $9.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 522,252 | $9.2M |
| State Street Corp. | 0.00% | Add +3.6% | 514,606 | $9.1M |
| Petiole USA ltd | 4.28% | Reduce -2.5% | 386,873 | $6.8M |
| American Century Companies Inc. | 0.00% | Add +1.3% | 343,193 | $6.0M |
| Kennedy Capital Management LLC | 0.13% | Add +27.9% | 324,569 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.1% | 275,808 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -75.8% | 217,662 | $3.8M |
| EJF Capital LP | 2.46% | Add +13.3% | 203,865 | $3.6M |
| Huber Capital Management LLC | 0.71% | Reduce -1.0% | 202,467 | $3.6M |
| Maltese Capital Management LLC | 0.55% | New | 201,000 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 196,887 | $3.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +15.9% | 184,340 | $3.2M |
| Morgan Stanley | 0.00% | Add +7.0% | 178,981 | $3.1M |
| Bridgeway Capital Management, LLC | 0.06% | Add +2.9% | 145,053 | $2.6M |
| UBS Group AG | 0.00% | Add +1159.3% | 135,511 | $2.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +23.5% | 133,008 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +101.1% | 124,453 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 123,083 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -4.0% | 118,303 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +10.7% | 109,852 | $1.9M |
| Millennium Management | 0.00% | Add +112.1% | 92,476 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -13.4% | 91,625 | $1.6M |
| Empowered Funds, LLC | 0.02% | Add +5.1% | 84,568 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Add +5049.0% | 76,308 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -20.9% | 72,300 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 70,240 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 65,616 | $1.2M |
| Mendon Capital Advisors Corp. | 0.64% | New | 64,117 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +12.9% | 62,485 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +12.1% | 59,500 | $1.0M |
| Trexquant Investment LP | 0.01% | Add +27.5% | 56,562 | $995K |
| Ameriprise Financial Inc. | 0.00% | No change | 56,370 | $992K |
| Rhumbline Advisers | 0.00% | Add +3.9% | 50,637 | $891K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +170.9% | 43,418 | $764K |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 42,067 | $740K |
| Panagora Asset Management Inc. | 0.00% | Reduce -3.4% | 41,866 | $736K |
| Invesco Ltd. | 0.00% | Add +1.7% | 38,142 | $671K |
| Kingsview Wealth Management, LLC | 0.01% | New | 36,099 | $635K |
| Barclays PLC | 0.00% | Add +15.1% | 34,303 | $603K |
| Bank of America Corp. | 0.00% | Add +31.4% | 30,440 | $535K |
| Wells Fargo & Company | 0.00% | Add +11.3% | 28,696 | $505K |
| Qube Research & Technologies Ltd | 0.00% | New | 28,614 | $503K |
| Mackenzie Financial Corp. | 0.00% | New | 28,030 | $493K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.9% | 25,737 | $453K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 23,803 | $419K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 22,070 | $388K |
| HSBC Holdings PLC | 0.00% | New | 21,153 | $373K |
| STRS Ohio | 0.00% | Reduce -35.2% | 21,000 | $369K |
| Cetera Investment Advisers | 0.00% | No change | 19,573 | $344K |
| Citigroup Inc. | 0.00% | Add +7.0% | 18,885 | $332K |
| LPL Financial LLC | 0.00% | Reduce -32.2% | 18,702 | $329K |
| Truist Financial Corp. | 0.00% | No change | 17,496 | $308K |
| Deutsche Bank AG | 0.00% | Add +88.6% | 15,863 | $279K |
| Partners in Financial Planning | 0.05% | Reduce -7.1% | 14,547 | $256K |
| Savant Capital, LLC | 0.00% | Add +1.7% | 14,131 | $249K |
| Curi Capital, LLC | 0.01% | New | 14,117 | $248K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.1% | 14,083 | $248K |
| First Trust Advisors LP | 0.00% | Reduce -0.1% | 13,947 | $245K |
| AQR Capital Management | 0.00% | New | 13,381 | $235K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 13,090 | $230K |
| Man Group plc | 0.00% | New | 12,954 | $228K |
| Prudential Financial Inc. | 0.00% | New | 12,880 | $227K |
| MetLife Investment Management, LLC | 0.00% | Add +6.4% | 12,711 | $224K |
| XTX Topco Ltd | 0.02% | Reduce -47.1% | 11,905 | $209K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 11,340 | $199K |
| BNP Paribas Financial Markets | 0.00% | New | 11,160 | $196K |
| SG Americas Securities, LLC | 0.00% | Add +23.6% | 9,838 | $173K |
| Royal Bank of Canada | 0.00% | Add +23.8% | 9,835 | $173K |
| New York State Common Retirement Fund | 0.00% | No change | 8,931 | $157K |
| FMR LLC | 0.00% | Reduce -0.0% | 6,261 | $110K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,477 | $96K |
| Simplex Trading, LLC | 0.00% | Reduce -22.0% | 5,062 | $89K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $77K |
| Global Retirement Partners, LLC | 0.00% | New | 4,357 | $77K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -41.7% | 3,150 | $55K |
| Legal & General Group Plc | 0.00% | No change | 2,047 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,998 | $35K |
| California State Teachers Retirement System | 0.00% | No change | 1,653 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,490 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 1,312 | $23K |
| Larson Financial Group LLC | 0.00% | No change | 1,239 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.5% | 1,132 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,091 | $19K |
| Point72 (DIFC) Ltd | 0.00% | New | 998 | $18K |
| Amalgamated Bank | 0.00% | No change | 892 | $16K |
| Versant Capital Management, Inc | 0.00% | New | 742 | $13K |
| Sterling Capital Management LLC | 0.00% | Add +770.2% | 731 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 700 | $12K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 695 | $12K |
| Cwm, LLC | 0.00% | Add +9.9% | 322 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +17.8% | 305 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.2% | 251 | $4K |
| Allworth Financial LP | 0.00% | New | 73 | $1K |
| WPG Advisers, LLC | 0.00% | — | 72 | $1K |
| US Bancorp \de | 0.00% | No change | 65 | $1K |
| GAMMA Investing LLC | 0.00% | New | 47 | $827 |
| Smartleaf Asset Management LLC | 0.00% | No change | 41 | $724 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 26 | $457 |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 25 | $440 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $18 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.