Carter BanksharesCARE
13F holders, Q3 2025 (September 30)122holders +5
12new positions
7sold out
5famous investors
$19.41avg. 13F price*
At the end of Q3 2025, 122 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 5 from Q2 2025. 12 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($32.7M), Vanguard Group Inc. ($24.9M) and Dimensional Fund Advisors LP ($21.9M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Carter Bankshares Inc.
- CUSIP
- 146103106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $939K |
| Exits | 7 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 948,407 shares bought and 650,048 shares sold, net +298,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 1,684,065 | $32.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 1,284,214 | $24.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.2% | 1,130,055 | $21.9M |
| Fourthstone LLC | 3.62% | Add +77.9% | 1,038,543 | $20.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.2% | 529,448 | $10.3M |
| State Street Corp. | 0.00% | Add +2.6% | 526,895 | $10.2M |
| Kennedy Capital Management LLC | 0.19% | Add +12.9% | 441,076 | $8.6M |
| American Century Companies Inc. | 0.00% | Add +18.2% | 413,201 | $8.0M |
| Petiole USA ltd | 5.19% | No change | 386,873 | $7.5M |
| Maltese Capital Management LLC | 1.11% | Add +1.1% | 369,000 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.9% | 270,629 | $5.3M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -10.2% | 191,238 | $3.7M |
| Huber Capital Management LLC | 0.59% | No change | 190,553 | $3.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 182,349 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -24.9% | 174,245 | $3.4M |
| EJF Capital LP | 1.81% | Add +23.9% | 160,505 | $3.1M |
| Diversified Trust Co. | 0.05% | No change | 134,098 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +20.9% | 123,654 | $2.4M |
| Mendon Capital Advisors Corp. | 1.04% | Reduce -17.6% | 117,392 | $2.3M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -31.9% | 109,013 | $2.1M |
| Acadian Asset Management LLC | 0.00% | Add +17.0% | 105,322 | $2.0M |
| Curi Capital, LLC | 0.03% | Add +0.0% | 93,306 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +457.6% | 82,410 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -6.3% | 75,567 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 72,399 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 67,625 | $1.3M |
| Empowered Funds, LLC | 0.01% | Reduce -35.1% | 64,628 | $1.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -18.7% | 64,339 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +23.1% | 63,637 | $1.2M |
| Oppenheimer & Close, LLC | 0.82% | No change | 62,500 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 59,118 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +29.9% | 55,767 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -5.3% | 47,965 | $931K |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.1% | 47,897 | $930K |
| Nuveen, LLC | 0.00% | No change | 47,556 | $923K |
| AQR Capital Management | 0.00% | Add +21.8% | 47,464 | $921K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 46,795 | $908K |
| Citadel Advisors | 0.00% | Reduce -67.8% | 46,398 | $901K |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.3% | 46,100 | $895K |
| Jane Street Group, LLC | 0.00% | Reduce -16.0% | 40,298 | $782K |
| Creative Planning | 0.00% | Add +95.1% | 37,103 | $720K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.7% | 37,086 | $720K |
| Rhumbline Advisers | 0.00% | Add +0.0% | 35,086 | $681K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.9% | 34,097 | $662K |
| Renaissance Technologies | 0.00% | Reduce -47.6% | 33,000 | $641K |
| Wells Fargo & Company | 0.00% | Add +8.8% | 32,785 | $636K |
| Barclays PLC | 0.00% | Reduce -15.4% | 32,277 | $626K |
| Prudential Financial Inc. | 0.00% | Add +0.6% | 32,270 | $626K |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 31,746 | $616K |
| Invesco Ltd. | 0.00% | Add +4.2% | 31,679 | $615K |
| Salzhauer Michael | 0.28% | Add +158.2% | 27,744 | $539K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 23,490 | $456K |
| UBS Group AG | 0.00% | Reduce -42.8% | 22,808 | $443K |
| LPL Financial LLC | 0.00% | No change | 21,357 | $415K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 20,284 | $394K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -38.1% | 19,793 | $384K |
| Franklin Resources Inc. | 0.00% | No change | 18,204 | $353K |
| Truist Financial Corp. | 0.00% | No change | 17,496 | $340K |
| Quantinno Capital Management LP | 0.00% | New | 17,022 | $330K |
| Millennium Management | 0.00% | Add +48.0% | 16,598 | $322K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -14.1% | 15,902 | $309K |
| Deutsche Bank AG | 0.00% | No change | 15,896 | $309K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -11.3% | 15,003 | $291K |
| Partners in Financial Planning | 0.05% | No change | 14,547 | $282K |
| STRS Ohio | 0.00% | Reduce -26.1% | 14,400 | $280K |
| MetLife Investment Management, LLC | 0.00% | No change | 13,692 | $266K |
| Polymer Capital Management (US) LLC | 0.03% | New | 12,726 | $247K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.6% | 12,096 | $235K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.4% | 10,498 | $204K |
| Black Maple Capital Management LP | 0.14% | Reduce -41.6% | 10,000 | $194K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 9,575 | $186K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +34.7% | 7,378 | $143K |
| BNP Paribas Financial Markets | 0.00% | Add +90.1% | 7,334 | $142K |
| FMR LLC | 0.00% | Add +6.2% | 5,572 | $108K |
| Arax Advisory Partners | 0.00% | New | 4,977 | $97K |
| New York State Common Retirement Fund | 0.00% | Add +44.7% | 4,531 | $88K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $83K |
| Rhino Investment Partners, Inc | 0.02% | Reduce -45.6% | 3,758 | $73K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,268 | $63K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,150 | $61K |
| Cwm, LLC | 0.00% | Add +21.4% | 2,636 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,625 | $51K |
| Citigroup Inc. | 0.00% | Reduce -75.6% | 2,261 | $44K |
| Legal & General Group Plc | 0.00% | No change | 2,132 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,998 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,490 | $29K |
| California State Teachers Retirement System | 0.00% | Reduce -13.1% | 1,436 | $28K |
| Sterling Capital Management LLC | 0.00% | Add +152.4% | 1,315 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 1,239 | $24K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,217 | $24K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 1,209 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +224.2% | 1,177 | $23K |
| Royal Bank of Canada | 0.00% | Reduce -86.7% | 1,015 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,015 | $20K |
| State of Alaska, Department of Revenue | 0.00% | New | 942 | $18K |
| Amalgamated Bank | 0.00% | No change | 892 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.4% | 853 | $17K |
| Federated Hermes, Inc. | 0.00% | Add +49.4% | 820 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 742 | $14K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 714 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +69800.0% | 699 | $14K |
| Quadrant Capital Group LLC | 0.00% | New | 630 | $12K |
| Quarry LP | 0.00% | New | 511 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 371 | $7K |
| NewEdge Advisors, LLC | 0.00% | New | 345 | $7K |
| Essential Partners LLC | 0.00% | Add +5.9% | 269 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 268 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 228 | $4K |
| Optiver Holding B.V. | 0.00% | New | 210 | $4K |
| Allworth Financial LP | 0.00% | Add +182.5% | 178 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +2.4% | 174 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 72 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.4% | 57 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 54 | $1K |
| Covestor Ltd | 0.00% | Add +484.6% | 76 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -37.5% | 50 | $971 |
| IFP Advisors, Inc | 0.00% | Add +28.2% | 50 | $970 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 43 | $835 |
| Smartleaf Asset Management LLC | 0.00% | No change | 41 | $797 |
| Parallel Advisors, LLC | 0.00% | Add +236.4% | 37 | $718 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.