Carter BanksharesCARE
13F holders, Q1 2026 (March 31)125holders +4
12new positions
10sold out
5famous investors
$23.31avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding Carter Bankshares Inc. (CARE) in their 13F filings, up 4 from Q4 2025. 12 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($38.9M), Fourthstone LLC ($35.0M) and Dimensional Fund Advisors LP ($27.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Carter Bankshares Inc.
- CUSIP
- 146103106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.6M |
| Exits | 10 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,613,000 shares bought and 597,821 shares sold, net +1,015,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 1,668,818 | $38.9M |
| Fourthstone LLC | 5.94% | Add +21.5% | 1,502,119 | $35.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.6% | 1,175,925 | $27.4M |
| Vanguard Capital Management LLC | 0.00% | — | 984,983 | $23.0M |
| American Century Companies Inc. | 0.01% | Add +14.2% | 540,866 | $12.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 515,975 | $12.0M |
| State Street Corp. | 0.00% | Reduce -3.6% | 498,902 | $11.6M |
| Kennedy Capital Management LLC | 0.22% | Add +1.9% | 449,617 | $10.5M |
| Petiole USA ltd | 6.22% | Reduce -1.4% | 381,373 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.6% | 356,388 | $8.3M |
| Maltese Capital Management LLC | 1.54% | Reduce -16.9% | 328,888 | $7.7M |
| Basswood Capital Management, L.L.C. | 0.27% | New | 227,715 | $5.3M |
| Huber Capital Management LLC | 0.69% | Reduce -0.3% | 190,553 | $4.4M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -0.9% | 189,428 | $4.4M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 175,469 | $4.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 163,876 | $3.8M |
| Algert Global LLC | 0.06% | New | 156,780 | $3.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 147,475 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Add +51.1% | 135,991 | $3.2M |
| Citadel Advisors | 0.00% | Add +213.0% | 135,665 | $3.2M |
| Bridgeway Capital Management, LLC | 0.06% | Add +6.5% | 134,855 | $3.1M |
| Diversified Trust Co. | 0.06% | Add +0.1% | 131,488 | $3.1M |
| Trexquant Investment LP | 0.02% | Add +113.2% | 127,713 | $3.0M |
| Millennium Management | 0.00% | Add +1013.4% | 124,004 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 119,819 | $2.8M |
| Mendon Capital Advisors Corp. | 0.95% | Reduce -10.8% | 104,692 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 104,106 | $2.4M |
| EJF Capital LP | 1.62% | Reduce -38.7% | 98,758 | $2.3M |
| Curi Capital, LLC | 0.04% | No change | 93,295 | $2.2M |
| Empowered Funds, LLC | 0.01% | New | 90,470 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 86,144 | $2.0M |
| Sei Investments Co. | 0.00% | Add +108.5% | 80,379 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 78,007 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +431.5% | 70,747 | $1.6M |
| UBS Group AG | 0.00% | Add +94.5% | 68,268 | $1.6M |
| Oppenheimer & Close, LLC | 0.92% | No change | 62,500 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 60,000 | $1.4M |
| AQR Capital Management | 0.00% | Add +29.8% | 59,914 | $1.4M |
| Creative Planning | 0.00% | Add +47.7% | 59,393 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.7% | 57,640 | $1.3M |
| Bank of America Corp. | 0.00% | Add +82.5% | 57,437 | $1.3M |
| Stifel Financial Corp. | 0.00% | No change | 55,717 | $1.3M |
| Daytona Street Capital LLC | 0.99% | Add +3.8% | 54,536 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | No change | 47,896 | $1.1M |
| Nuveen, LLC | 0.00% | Reduce -1.3% | 46,919 | $1.1M |
| XTX Topco Ltd | 0.01% | New | 35,642 | $831K |
| Quantinno Capital Management LP | 0.00% | Add +61.0% | 35,489 | $828K |
| Qube Research & Technologies Ltd | 0.00% | New | 34,629 | $808K |
| Panagora Asset Management Inc. | 0.00% | No change | 33,519 | $782K |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 33,340 | $777K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.0% | 32,097 | $749K |
| Two Sigma Investments, LP | 0.00% | Add +24.7% | 30,304 | $707K |
| Invesco Ltd. | 0.00% | Add +5.3% | 30,220 | $705K |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 28,930 | $675K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +97.0% | 25,736 | $600K |
| Richard Young Associates, Ltd. | 0.45% | Reduce -5.5% | 25,214 | $588K |
| D. E. Shaw & Co. | 0.00% | Reduce -45.1% | 23,374 | $545K |
| Alliancebernstein L.P. | 0.00% | Add +9.1% | 25,618 | $504K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 20,381 | $475K |
| Deutsche Bank AG | 0.00% | Add +19.3% | 18,967 | $442K |
| Franklin Resources Inc. | 0.00% | No change | 18,201 | $424K |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 15,284 | $357K |
| Retirement Planning Group, LLC | 0.01% | New | 15,044 | $351K |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 13,720 | $320K |
| LPL Financial LLC | 0.00% | Reduce -35.6% | 12,847 | $300K |
| Partners in Financial Planning | 0.05% | Reduce -2.7% | 12,520 | $292K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -75.2% | 11,601 | $271K |
| MetLife Investment Management, LLC | 0.00% | No change | 11,371 | $265K |
| Renaissance Technologies | 0.00% | Reduce -70.0% | 11,000 | $257K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,821 | $252K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -8.5% | 10,689 | $249K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.0% | 10,247 | $239K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,219 | $238K |
| JPMorgan Chase & Co. | 0.00% | Reduce -75.7% | 9,416 | $218K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,704 | $203K |
| BNP Paribas Financial Markets | 0.00% | Add +61.5% | 8,511 | $198K |
| FMR LLC | 0.00% | Add +8.7% | 6,561 | $153K |
| Barclays PLC | 0.00% | Reduce -82.3% | 6,176 | $144K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,367 | $125K |
| New York State Common Retirement Fund | 0.00% | No change | 4,531 | $106K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,365 | $102K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,233 | $74K |
| Citigroup Inc. | 0.00% | Add +25.8% | 3,143 | $73K |
| Cwm, LLC | 0.00% | Add +9.5% | 2,688 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,625 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | Add +397.0% | 2,311 | $54K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,998 | $47K |
| Legal & General Group Plc | 0.00% | Reduce -15.9% | 1,792 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,548 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 1,239 | $29K |
| California State Teachers Retirement System | 0.00% | Reduce -12.2% | 1,215 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +82.5% | 1,106 | $26K |
| Salem Investment Counselors Inc. | 0.00% | New | 900 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.2% | 893 | $21K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3739.1% | 883 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 812 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 742 | $17K |
| Federated Hermes, Inc. | 0.00% | Reduce -59.8% | 654 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.9% | 624 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.0% | 482 | $11K |
"% of holder's portfolio" is CARE's weight in each manager's 13F, not the share of Carter Bankshares Inc. the manager owns.