Carter BanksharesCARE
13F holders, Q1 2025 (March 31)112holders +6
12new positions
5sold out
5famous investors
$15.88avg. 13F price*
At the end of Q1 2025, 112 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 6 from Q4 2024. 12 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($28.5M), Vanguard Group Inc. ($20.9M) and Dimensional Fund Advisors LP ($17.1M). 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.2M |
| Exits | 5 | $674K |
All 13F filers, Q4 2024 → Q1 2025: 673,898 shares bought and 814,764 shares sold, net −140,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 1,763,410 | $28.5M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 1,292,161 | $20.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.0% | 1,056,584 | $17.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 532,143 | $8.6M |
| State Street Corp. | 0.00% | Reduce -1.1% | 509,194 | $8.2M |
| Fourthstone LLC | 1.78% | Reduce -19.4% | 443,933 | $7.2M |
| Petiole USA ltd | 4.42% | No change | 386,873 | $6.3M |
| Kennedy Capital Management LLC | 0.14% | Add +13.5% | 368,242 | $6.0M |
| Nuveen, LLC | 0.00% | — | 557,504 | $5.7M |
| American Century Companies Inc. | 0.00% | Reduce -1.9% | 336,603 | $5.4M |
| Maltese Capital Management LLC | 0.77% | Add +43.5% | 288,456 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.0% | 209,610 | $3.4M |
| Huber Capital Management LLC | 0.62% | No change | 202,467 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 189,025 | $3.1M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -1.5% | 181,640 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 176,196 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Add +4.2% | 151,210 | $2.4M |
| Citadel Advisors | 0.00% | Add +20.1% | 142,035 | $2.3M |
| EJF Capital LP | 1.42% | Reduce -31.9% | 138,772 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 123,084 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +12.4% | 102,970 | $1.7M |
| Millennium Management | 0.00% | Add +1.4% | 93,819 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +7.3% | 90,725 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Add +7.6% | 82,105 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.3% | 80,547 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Add +34.3% | 79,900 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 69,229 | $1.1M |
| Mendon Capital Advisors Corp. | 0.52% | Add +7.8% | 69,117 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +8.5% | 67,810 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 65,650 | $1.1M |
| Panagora Asset Management Inc. | 0.01% | Add +55.1% | 64,949 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +114.8% | 61,454 | $994K |
| Susquehanna International Group, LLP | 0.00% | Add +331.0% | 60,695 | $982K |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $971K |
| Ameriprise Financial Inc. | 0.00% | No change | 56,370 | $912K |
| Trexquant Investment LP | 0.01% | Reduce -7.1% | 52,533 | $850K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +18.6% | 51,488 | $833K |
| Mackenzie Financial Corp. | 0.00% | Add +78.6% | 50,069 | $810K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -60.2% | 43,729 | $708K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 42,917 | $694K |
| UBS Group AG | 0.00% | Reduce -72.9% | 36,737 | $594K |
| Jane Street Group, LLC | 0.00% | New | 36,170 | $585K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 36,099 | $584K |
| Rhumbline Advisers | 0.00% | Reduce -30.9% | 34,981 | $566K |
| Renaissance Technologies | 0.00% | Reduce -54.2% | 33,100 | $536K |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 33,075 | $535K |
| Marshall Wace, LLP | 0.00% | New | 32,691 | $529K |
| Wells Fargo & Company | 0.00% | Add +1.1% | 28,998 | $469K |
| AQR Capital Management | 0.00% | Add +88.1% | 25,175 | $407K |
| Man Group plc | 0.00% | Add +93.4% | 25,052 | $405K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +3.1% | 24,547 | $397K |
| Prudential Financial Inc. | 0.00% | Add +86.7% | 24,040 | $389K |
| Barclays PLC | 0.00% | Reduce -33.3% | 22,895 | $370K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.7% | 22,457 | $363K |
| Emerald Mutual Fund Advisers Trust | 0.03% | No change | 22,070 | $357K |
| Bank of America Corp. | 0.00% | Reduce -27.6% | 22,033 | $356K |
| STRS Ohio | 0.00% | No change | 21,000 | $340K |
| Captrust Financial Advisors | 0.00% | New | 19,817 | $321K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 19,486 | $315K |
| Curi Capital, LLC | 0.01% | Add +35.4% | 19,117 | $309K |
| Bailard, Inc. | 0.01% | New | 18,627 | $301K |
| Franklin Resources Inc. | 0.00% | New | 18,160 | $294K |
| Alliancebernstein L.P. | 0.00% | Reduce -91.8% | 17,950 | $290K |
| Martingale Asset Management L P | 0.01% | New | 17,730 | $287K |
| Truist Financial Corp. | 0.00% | No change | 17,496 | $283K |
| Citigroup Inc. | 0.00% | Reduce -8.8% | 17,224 | $279K |
| Black Maple Capital Management LP | 0.22% | New | 17,126 | $277K |
| LPL Financial LLC | 0.00% | Reduce -13.1% | 16,257 | $263K |
| Deutsche Bank AG | 0.00% | Reduce -3.0% | 15,392 | $249K |
| Partners in Financial Planning | 0.05% | No change | 14,547 | $235K |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 13,850 | $224K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 13,636 | $221K |
| Savant Capital, LLC | 0.00% | Reduce -3.6% | 13,623 | $220K |
| Engineers Gate Manager LP | 0.00% | New | 12,923 | $209K |
| Intech Investment Management LLC | 0.00% | New | 12,798 | $207K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.6% | 12,382 | $200K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 11,174 | $181K |
| Group One Trading LLC | 0.01% | New | 10,361 | $168K |
| New York State Common Retirement Fund | 0.00% | No change | 8,931 | $145K |
| SG Americas Securities, LLC | 0.00% | Reduce -12.3% | 8,625 | $140K |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 8,569 | $139K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.2% | 5,896 | $95K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,477 | $89K |
| FMR LLC | 0.00% | Reduce -15.5% | 5,289 | $86K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $71K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,150 | $51K |
| Legal & General Group Plc | 0.00% | No change | 2,047 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,998 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +56.2% | 1,768 | $29K |
| California State Teachers Retirement System | 0.00% | No change | 1,653 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,490 | $21K |
| Cwm, LLC | 0.00% | Add +310.9% | 1,323 | $21K |
| Larson Financial Group LLC | 0.00% | Add +2.4% | 1,269 | $21K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,164 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,091 | $18K |
| Amalgamated Bank | 0.00% | No change | 892 | $14K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.0% | 800 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 742 | $12K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 700 | $11K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -20.1% | 555 | $9K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -59.0% | 409 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 394 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 305 | $5K |
| Federated Hermes, Inc. | 0.00% | New | 246 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -58.6% | 104 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 72 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -6.4% | 44 | $712 |
| Smartleaf Asset Management LLC | 0.00% | No change | 41 | $669 |
| Rothschild Investment LLC | 0.00% | Add +60.0% | 40 | $647 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.1% | 20 | $324 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $16 |
| Covestor Ltd | 0.00% | Add +100.0% | 8 | $0 |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.