Carter BanksharesCARE
13F holders, Q4 2025 (December 31)121holders −1
11new positions
13sold out
5famous investors
$19.66avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, down 1 from Q3 2025. 11 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($33.0M), Vanguard Group Inc. ($25.3M) and Fourthstone LLC ($24.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.5M |
| Exits | 13 | $3.8M |
All 13F filers, Q3 2025 → Q4 2025: 640,654 shares bought and 572,555 shares sold, net +68,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 1,678,946 | $33.0M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 1,288,798 | $25.3M |
| Fourthstone LLC | 4.55% | Add +19.1% | 1,236,393 | $24.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.6% | 1,123,730 | $22.1M |
| State Street Corp. | 0.00% | Reduce -1.8% | 517,341 | $10.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.0% | 508,322 | $10.0M |
| American Century Companies Inc. | 0.00% | Add +14.7% | 473,787 | $9.3M |
| Kennedy Capital Management LLC | 0.18% | Add +0.1% | 441,281 | $8.7M |
| Maltese Capital Management LLC | 1.41% | Add +7.3% | 395,800 | $7.8M |
| Petiole USA ltd | 4.93% | No change | 386,873 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.1% | 300,553 | $5.9M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | No change | 191,238 | $3.8M |
| Huber Capital Management LLC | 0.55% | Add +0.3% | 191,053 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 171,293 | $3.4M |
| EJF Capital LP | 1.80% | Add +0.4% | 161,129 | $3.2M |
| Diversified Trust Co. | 0.05% | Reduce -2.0% | 131,388 | $2.6M |
| Bridgeway Capital Management, LLC | 0.05% | Add +16.2% | 126,663 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -27.6% | 126,189 | $2.5M |
| Mendon Capital Advisors Corp. | 0.90% | No change | 117,392 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.7% | 104,218 | $2.0M |
| Curi Capital, LLC | 0.03% | Reduce -0.0% | 93,295 | $1.8M |
| Squarepoint Ops LLC | 0.00% | New | 90,021 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +22.8% | 88,914 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -4.7% | 78,518 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 65,269 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Reduce -38.3% | 64,987 | $1.3M |
| Oppenheimer & Close, LLC | 0.84% | No change | 62,500 | $1.2M |
| Martingale Asset Management L P | 0.03% | New | 60,484 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +24.9% | 59,917 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 55,717 | $1.1M |
| Daytona Street Capital LLC | 0.80% | — | 52,536 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce 0.0% | 47,896 | $942K |
| Nuveen, LLC | 0.00% | No change | 47,556 | $935K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 46,795 | $920K |
| AQR Capital Management | 0.00% | Reduce -2.8% | 46,161 | $908K |
| Citadel Advisors | 0.00% | Reduce -6.6% | 43,340 | $852K |
| D. E. Shaw & Co. | 0.00% | Reduce -43.6% | 42,616 | $838K |
| Creative Planning | 0.00% | Add +8.4% | 40,224 | $791K |
| Wells Fargo & Company | 0.00% | Add +20.1% | 39,374 | $774K |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.6% | 38,674 | $760K |
| Sei Investments Co. | 0.00% | New | 38,543 | $758K |
| Renaissance Technologies | 0.00% | Add +11.2% | 36,700 | $722K |
| UBS Group AG | 0.00% | Add +53.9% | 35,097 | $690K |
| Barclays PLC | 0.00% | Add +8.1% | 34,902 | $686K |
| Panagora Asset Management Inc. | 0.00% | Reduce -47.9% | 33,519 | $659K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.9% | 33,097 | $651K |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 31,470 | $619K |
| Gsa Capital Partners LLP | 0.05% | New | 31,375 | $617K |
| Rhumbline Advisers | 0.00% | Reduce -15.0% | 29,836 | $587K |
| Invesco Ltd. | 0.00% | Reduce -9.4% | 28,694 | $564K |
| Salzhauer Michael | 0.24% | No change | 27,744 | $545K |
| Richard Young Associates, Ltd. | 0.41% | — | 26,681 | $525K |
| Prudential Financial Inc. | 0.00% | Reduce -21.5% | 25,325 | $498K |
| Two Sigma Investments, LP | 0.00% | Reduce -61.8% | 24,310 | $478K |
| Alliancebernstein L.P. | 0.00% | No change | 23,490 | $462K |
| Quantinno Capital Management LP | 0.00% | Add +29.5% | 22,050 | $434K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 20,322 | $400K |
| LPL Financial LLC | 0.00% | Reduce -6.6% | 19,947 | $392K |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 18,201 | $358K |
| Deutsche Bank AG | 0.00% | No change | 15,896 | $313K |
| Polymer Capital Management (US) LLC | 0.04% | Add +21.5% | 15,460 | $304K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.0% | 13,791 | $272K |
| Truist Financial Corp. | 0.00% | Reduce -21.3% | 13,776 | $271K |
| Jane Street Group, LLC | 0.00% | Reduce -67.0% | 13,311 | $262K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -12.9% | 13,061 | $257K |
| Partners in Financial Planning | 0.04% | Reduce -11.6% | 12,862 | $253K |
| MetLife Investment Management, LLC | 0.00% | Reduce -16.9% | 11,371 | $224K |
| Millennium Management | 0.00% | Reduce -32.9% | 11,137 | $219K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 10,459 | $206K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -26.5% | 11,686 | $201K |
| SG Americas Securities, LLC | 0.00% | New | 9,132 | $180K |
| FMR LLC | 0.00% | Add +8.3% | 6,036 | $119K |
| STRS Ohio | 0.00% | Reduce -61.8% | 5,500 | $108K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -27.3% | 5,367 | $106K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.1% | 5,271 | $104K |
| New York State Common Retirement Fund | 0.00% | No change | 4,531 | $89K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $86K |
| State of Alaska, Department of Revenue | 0.00% | Add +243.2% | 3,233 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,625 | $52K |
| Citigroup Inc. | 0.00% | Add +10.5% | 2,499 | $49K |
| Cwm, LLC | 0.00% | Reduce -6.9% | 2,454 | $48K |
| Legal & General Group Plc | 0.00% | No change | 2,132 | $42K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,998 | $39K |
| Federated Hermes, Inc. | 0.00% | Add +98.3% | 1,626 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,548 | $30K |
| California State Teachers Retirement System | 0.00% | Reduce -3.7% | 1,383 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 1,239 | $24K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.9% | 1,093 | $21K |
| Torren Management, LLC | 0.01% | — | 1,092 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.6% | 917 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.2% | 833 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -20.7% | 805 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 742 | $15K |
| Amalgamated Bank | 0.00% | Reduce -21.0% | 705 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -52.2% | 712 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -29.0% | 606 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.5% | 513 | $10K |
| NewEdge Advisors, LLC | 0.00% | Add +35.4% | 467 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -60.5% | 465 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -42.3% | 412 | $8K |
| GAMMA Investing LLC | 0.00% | Add +10.8% | 411 | $8K |
| Quadrant Capital Group LLC | 0.00% | Reduce -48.4% | 325 | $6K |
| Allworth Financial LP | 0.00% | Add +65.7% | 295 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 268 | $5K |
| Essential Partners LLC | 0.00% | Reduce -1.1% | 266 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -0.4% | 227 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 210 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 171 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 145 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | New | 84 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +87.8% | 77 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 72 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 54 | $1K |
| Covestor Ltd | 0.00% | Reduce -17.1% | 63 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -2.0% | 49 | $963 |
| Rothschild Investment LLC | 0.00% | Reduce -18.0% | 41 | $806 |
| Signaturefd, LLC | 0.00% | New | 31 | $609 |
| Parallel Advisors, LLC | 0.00% | Reduce -24.3% | 28 | $550 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 23 | $452 |
| MAI Capital Management | 0.00% | New | 11 | $217 |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.