CARE Carter Bankshares, Inc.
Carter Bankshares, Inc. (CARE) Institutional Ownership
What the institutions did with CARE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.8M | 12.4% |
| DIMENSIONAL FUND ADVISORS LP | 1.3M | 8.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 955.9K | 6.6% |
| STATE STREET CORP | 912.3K | 6.3% |
| AMERICAN CENTURY COMPANIES INC | 709.6K | 4.9% |
| LAZARD ASSET MANAGEMENT LLC | 640.7K | 4.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 576.6K | 4.0% |
| ACADIAN ASSET MANAGEMENT LLC | 387.4K | 2.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 384.1K | 2.6% |
| GOLDMAN SACHS GROUP INC | 373.7K | 2.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 301.8K | 2.1% |
| AQR CAPITAL MANAGEMENT LLC | 299.7K | 2.1% |
| ALGERT GLOBAL LLC | 278.2K | 1.9% |
| Hillsdale Investment Management Inc. | 263.7K | 1.8% |
| MORGAN STANLEY | 222.6K | 1.5% |
| Nuveen, LLC | 195.2K | 1.3% |
| NORTHERN TRUST CORP | 189.8K | 1.3% |
| Russell Investments Group, Ltd. | 186.2K | 1.3% |
| Huber Capital Management LLC | 183.6K | 1.3% |
| Petiole USA ltd | 179.2K | 1.2% |
| TUDOR INVESTMENT CORP ET AL | 161.4K | 1.1% |
| FMR LLC | 154.1K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 148.2K | 1.0% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 144.4K | 1.0% |
| Diversified Trust Co | 141.8K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Fourthstone LLC | Sold Out | 1.5M | 0 | -1.5M |
| LAZARD ASSET MANAGEMENT LLC | New | 0 | 640.7K | +640.7K |
| STATE STREET CORP | Increased | 498.9K | 912.3K | +413.4K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 387.4K | +387.4K |
| Hillsdale Investment Management Inc. | New | 0 | 263.7K | +263.7K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 59.9K | 299.7K | +239.8K |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | 328.9K | 105.0K | -223.9K |
| Petiole USA ltd | Reduced | 381.4K | 179.2K | -202.2K |
| AMERICAN CENTURY COMPANIES INC | Increased | 540.9K | 709.6K | +168.7K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 161.4K | +161.4K |
| Nuveen, LLC | Increased | 46.9K | 195.2K | +148.3K |
| FMR LLC | Increased | 6.6K | 154.1K | +147.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 163.9K | 301.8K | +138.0K |
| Squarepoint Ops LLC | Sold Out | 136.0K | 0 | -136.0K |
| BlackRock, Inc. | Increased | 1.7M | 1.8M | +128.0K |
| ALGERT GLOBAL LLC | Increased | 156.8K | 278.2K | +121.4K |
| CITADEL ADVISORS LLC | Reduced | 135.7K | 24.6K | -111.1K |
| MENDON CAPITAL ADVISORS CORP | Sold Out | 104.7K | 0 | -104.7K |
| MORGAN STANLEY | Increased | 119.8K | 222.6K | +102.8K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Reduced | 227.7K | 131.6K | -96.1K |
| Curi Capital, LLC | Sold Out | 93.3K | 0 | -93.3K |
| MARTINGALE ASSET MANAGEMENT L P | New | 0 | 91.9K | +91.9K |
| MACKENZIE FINANCIAL CORP | New | 0 | 89.9K | +89.9K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 87.9K | +87.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | New | 0 | 85.5K | +85.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 124.0K | 38.6K | -85.4K |
| Russell Investments Group, Ltd. | Increased | 104.1K | 186.2K | +82.1K |
| Aquatic Capital Management LLC | New | 0 | 81.1K | +81.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.2M | 1.3M | +80.2K |
| PRUDENTIAL FINANCIAL INC | New | 0 | 79.2K | +79.2K |
| TWO SIGMA INVESTMENTS, LP | Increased | 30.3K | 106.6K | +76.3K |
| JANE STREET GROUP, LLC | Sold Out | 70.7K | 0 | -70.7K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | 0 | 67.3K | +67.3K |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | 449.6K | 384.1K | -65.5K |
| EJF Capital LP | Reduced | 98.8K | 36.0K | -62.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 516.0K | 576.6K | +60.6K |
| Daytona Street Capital LLC | Sold Out | 54.5K | 0 | -54.5K |
| Invesco Ltd. | Increased | 30.2K | 84.7K | +54.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 57.4K | 106.3K | +48.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 189.4K | 144.4K | -45.0K |
| Connor, Clark & Lunn Investment Management Ltd. | New | 0 | 43.8K | +43.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 11.6K | 53.3K | +41.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | New | 0 | 40.3K | +40.3K |
| SIERRA SUMMIT ADVISORS LLC | New | 0 | 39.6K | +39.6K |
| SEI INVESTMENTS CO | Reduced | 80.4K | 41.6K | -38.8K |
| Creative Planning | Increased | 59.4K | 96.5K | +37.1K |
| Qube Research & Technologies Ltd | Sold Out | 34.6K | 0 | -34.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 985.0K | 955.9K | -29.1K |
| Trexquant Investment LP | Reduced | 127.7K | 100.4K | -27.3K |
| CITIGROUP INC | Increased | 3.1K | 29.1K | +26.0K |
| Allspring Global Investments Holdings, LLC | New | 0 | 25.9K | +25.9K |
| UBS Group AG | Reduced | 68.3K | 44.0K | -24.2K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 23.8K | +23.8K |
| MARSHALL WACE, LLP | New | 0 | 22.1K | +22.1K |
| Rafferty Asset Management, LLC | New | 0 | 21.5K | +21.5K |
| Balyasny Asset Management L.P. | Increased | 10.8K | 31.8K | +21.0K |
| Engineers Gate Manager LP | New | 0 | 20.8K | +20.8K |
| BARCLAYS PLC | Increased | 6.2K | 26.6K | +20.4K |
| GOLDMAN SACHS GROUP INC | Increased | 356.4K | 373.7K | +17.4K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 17.2K | +17.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.