CARE Carter Bankshares, Inc.

NASDAQ
$31.25

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.

Managers reporting
173
filed a 13F this quarter
Managers holding
161
+38 on the quarter
Buyers
108
50 opened new
Sellers
44
12 sold out entirely
Buyer share
71.1%
of managers who traded it
Breadth
+42.1
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 1.8M 12.4%
DIMENSIONAL FUND ADVISORS LP 1.3M 8.6%
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

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.