Carter BanksharesCARE
13F holders, Q2 2025 (June 30)117holders +5
15new positions
12sold out
5famous investors
$17.34avg. 13F price*
At the end of Q2 2025, 117 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 5 from Q1 2025. 15 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($29.2M), Vanguard Group Inc. ($22.3M) and Dimensional Fund Advisors LP ($19.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.6M |
| Exits | 12 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,036,348 shares bought and 1,096,899 shares sold, net −60,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 1,684,952 | $29.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.4% | 1,286,668 | $22.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.6% | 1,105,434 | $19.2M |
| Fourthstone LLC | 1.99% | Add +31.5% | 583,893 | $10.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 535,672 | $9.3M |
| State Street Corp. | 0.00% | Add +0.8% | 513,397 | $8.9M |
| Kennedy Capital Management LLC | 0.16% | Add +6.1% | 390,557 | $6.8M |
| Petiole USA ltd | 4.75% | No change | 386,873 | $6.7M |
| Maltese Capital Management LLC | 0.90% | Add +26.5% | 364,972 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +3.8% | 349,538 | $6.1M |
| Morgan Stanley | 0.00% | Add +31.7% | 231,982 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 213,317 | $3.7M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +17.3% | 213,020 | $3.7M |
| Huber Capital Management LLC | 0.56% | Reduce -5.9% | 190,553 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 187,652 | $3.3M |
| Bridgeway Capital Management, LLC | 0.07% | Add +5.9% | 160,113 | $2.8M |
| Citadel Advisors | 0.00% | Add +1.6% | 144,321 | $2.5M |
| Mendon Capital Advisors Corp. | 1.20% | Add +106.0% | 142,392 | $2.5M |
| Diversified Trust Co. | 0.05% | New | 134,098 | $2.3M |
| EJF Capital LP | 1.79% | Reduce -6.7% | 129,542 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.9% | 102,318 | $1.8M |
| Empowered Funds, LLC | 0.02% | Add +9.8% | 99,628 | $1.7M |
| Curi Capital, LLC | 0.03% | Add +388.0% | 93,295 | $1.6M |
| Acadian Asset Management LLC | 0.00% | Add +9.6% | 90,022 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -21.7% | 80,641 | $1.4M |
| Panagora Asset Management Inc. | 0.01% | Add +21.9% | 79,152 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.0% | 71,284 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +21.6% | 68,570 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 67,533 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -19.5% | 64,300 | $1.1M |
| Renaissance Technologies | 0.00% | Add +90.3% | 63,000 | $1.1M |
| Oppenheimer & Close, LLC | 0.83% | New | 62,500 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.1% | 53,852 | $934K |
| Group One Trading LLC | 0.03% | Add +408.3% | 52,661 | $913K |
| Two Sigma Investments, LP | 0.00% | Reduce -23.8% | 51,694 | $896K |
| Trexquant Investment LP | 0.01% | Reduce -3.6% | 50,651 | $878K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.9% | 48,609 | $843K |
| Jane Street Group, LLC | 0.00% | Add +32.6% | 47,971 | $832K |
| Nuveen, LLC | 0.00% | Reduce -91.5% | 47,556 | $825K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +7.0% | 46,795 | $811K |
| Stifel Financial Corp. | 0.00% | Reduce 0.0% | 42,915 | $744K |
| UBS Group AG | 0.00% | Add +8.5% | 39,872 | $691K |
| AQR Capital Management | 0.00% | Add +54.8% | 38,964 | $676K |
| Barclays PLC | 0.00% | Add +66.6% | 38,136 | $661K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.8% | 35,099 | $609K |
| Rhumbline Advisers | 0.00% | Add +0.3% | 35,081 | $608K |
| Bank of America Corp. | 0.00% | Add +53.4% | 33,796 | $586K |
| Prudential Financial Inc. | 0.00% | Add +33.4% | 32,070 | $556K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -37.9% | 31,987 | $555K |
| Invesco Ltd. | 0.00% | Reduce -8.0% | 30,418 | $527K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.1% | 30,300 | $525K |
| Wells Fargo & Company | 0.00% | Add +3.9% | 30,127 | $522K |
| Alliancebernstein L.P. | 0.00% | Add +35.6% | 24,340 | $422K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 22,070 | $383K |
| LPL Financial LLC | 0.00% | Add +31.4% | 21,357 | $370K |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 20,109 | $349K |
| STRS Ohio | 0.00% | Reduce -7.1% | 19,500 | $338K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 19,456 | $337K |
| Creative Planning | 0.00% | New | 19,015 | $330K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.6% | 18,512 | $321K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 18,204 | $316K |
| Truist Financial Corp. | 0.00% | No change | 17,496 | $303K |
| Black Maple Capital Management LP | 0.21% | No change | 17,126 | $297K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 16,909 | $293K |
| Deutsche Bank AG | 0.00% | Add +3.3% | 15,896 | $276K |
| Engineers Gate Manager LP | 0.00% | Add +16.8% | 15,095 | $262K |
| First Trust Advisors LP | 0.00% | Add +6.7% | 14,780 | $256K |
| Partners in Financial Planning | 0.05% | No change | 14,547 | $252K |
| MetLife Investment Management, LLC | 0.00% | Add +10.6% | 13,692 | $237K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.9% | 12,562 | $218K |
| Savant Capital, LLC | 0.00% | Reduce -9.1% | 12,379 | $215K |
| Millennium Management | 0.00% | Reduce -88.0% | 11,213 | $194K |
| Salzhauer Michael | 0.12% | New | 10,744 | $186K |
| T. Rowe Price Associates Inc. | 0.00% | New | 10,556 | $184K |
| Citigroup Inc. | 0.00% | Reduce -46.2% | 9,272 | $161K |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 7,655 | $134K |
| Rhino Investment Partners, Inc | 0.03% | New | 6,909 | $120K |
| Raymond James Financial Inc. | 0.00% | New | 6,236 | $108K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,477 | $95K |
| FMR LLC | 0.00% | Reduce -0.8% | 5,245 | $91K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $78K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.6% | 3,858 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +113.6% | 3,776 | $65K |
| Global Retirement Partners, LLC | 0.00% | — | 3,268 | $57K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,150 | $55K |
| New York State Common Retirement Fund | 0.00% | Reduce -64.9% | 3,131 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +140.6% | 2,625 | $46K |
| Cwm, LLC | 0.00% | Add +64.1% | 2,171 | $38K |
| Legal & General Group Plc | 0.00% | Add +4.2% | 2,132 | $37K |
| 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 | $26K |
| Larson Financial Group LLC | 0.00% | Reduce -2.4% | 1,239 | $21K |
| Osaic Holdings, Inc. | 0.00% | Add +52.1% | 1,217 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4975.0% | 1,015 | $18K |
| Amalgamated Bank | 0.00% | No change | 892 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 742 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.0% | 714 | $12K |
| Federated Hermes, Inc. | 0.00% | Add +123.2% | 549 | $10K |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.