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Carter Bankshares (CARE) Institutional Ownership

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$14.82 +0.14 (+0.95%)
Closing price 04:00 PM Eastern
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$14.82 +0.00 (+0.03%)
As of 04:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carter Bankshares (NASDAQ:CARE)

Current
Institutional Ownership
Percentage
41.48%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$30.01M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.26M
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CARE Institutional Buying and Selling by Quarter

Carter Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025 Rhumbline Advisers34,981$566K0.0%-30.9%0.151%
2/20/2025Mackenzie Financial Corp28,030$493K0.0%N/A0.121%
2/17/2025Two Sigma Advisers LP59,500$1.05M0.0%+12.1%0.258%
2/17/2025Two Sigma Investments LP62,485$1.10M0.0%+12.9%0.271%
2/17/2025Man Group plc12,954$228K0.0%N/A0.056%
2/17/2025Nuveen Asset Management LLC133,008$2.34M0.0%+23.5%0.577%
2/17/2025Millennium Management LLC92,476$1.63M0.0%+112.1%0.401%
2/17/2025Deutsche Bank AG15,863$279K0.0%+88.6%0.069%
2/17/2025D. E. Shaw & Co. Inc.91,625$1.61M0.0%-13.4%0.397%
2/17/2025Cubist Systematic Strategies LLC23,803$419K0.0%N/A0.103%
2/17/2025Bridgeway Capital Management LLC145,053$2.55M0.1%+2.9%0.629%
2/17/2025Citadel Advisors LLC118,303$2.08M0.0%-6.2%0.513%
2/17/2025Bank of America Corp DE30,440$535K0.0%+31.4%0.132%
2/17/2025BNP Paribas Financial Markets11,160$196K0.0%N/A0.048%
2/14/2025Northern Trust Corp196,887$3.46M0.0%+2.4%0.853%
2/14/2025Mendon Capital Advisors Corp64,117$1.13M0.6%N/A0.278%
2/14/2025Hsbc Holdings PLC21,153$373K0.0%N/A0.092%
2/14/2025Stifel Financial Corp42,067$740K0.0%-6.7%0.182%
2/14/2025MetLife Investment Management LLC12,711$224K0.0%+6.4%0.055%
2/14/2025Curi RMB Capital LLC14,117$248K0.0%N/A0.061%
2/14/2025Dimensional Fund Advisors LP1,015,988$17.87M0.0%+5.4%4.404%
2/13/2025Fourthstone LLC551,013$9.69M1.9%+100.7%2.388%
2/13/2025XTX Topco Ltd11,905$209K0.0%-47.1%0.052%
2/13/2025Barclays PLC34,303$603K0.0%+15.1%0.149%
2/13/2025Kennedy Capital Management LLC324,569$5.71M0.1%+27.9%1.407%
2/13/2025Renaissance Technologies LLC72,300$1.27M0.0%-20.9%0.313%
2/13/2025Invesco Ltd.38,142$671K0.0%+1.7%0.165%
2/13/2025Wells Fargo & Company MN28,696$505K0.0%+11.3%0.124%
2/12/2025Huber Capital Management LLC202,467$3.56M0.7%-1.0%0.878%
2/12/2025Trexquant Investment LP56,562$995K0.0%+27.5%0.245%
2/12/2025Geode Capital Management LLC522,252$9.19M0.0%-0.3%2.264%
2/12/2025Alliancebernstein L.P.217,662$3.83M0.0%-75.8%0.943%
2/12/2025Partners in Financial Planning14,547$256K0.1%N/A0.063%
2/12/2025Arrowstreet Capital Limited Partnership109,852$1.93M0.0%+10.7%0.476%
2/12/2025JPMorgan Chase & Co.124,453$2.19M0.0%+101.1%0.539%
2/11/2025Prudential Financial Inc.12,880$227K0.0%N/A0.056%
2/11/2025Corebridge Financial Inc.11,340$199K0.0%-7.0%0.049%
2/11/2025Vanguard Group Inc.1,276,940$22.46M0.0%-2.2%5.535%
2/11/2025LPL Financial LLC18,702$329K0.0%-32.2%0.081%
2/11/2025American Century Companies Inc.343,193$6.04M0.0%+1.3%1.488%
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2/10/2025Connor Clark & Lunn Investment Management Ltd.43,418$764K0.0%+170.9%0.188%
2/6/2025Proficio Capital Partners LLC19,068$335K0.0%N/A0.083%
2/6/2025Charles Schwab Investment Management Inc.65,616$1.15M0.0%+2.8%0.284%
2/5/2025Proficio Capital Partners LLC19,068$335K0.0%N/A0.083%
2/4/2025Los Angeles Capital Management LLC25,737$453K0.0%-17.9%0.112%
2/4/2025Bank of New York Mellon Corp70,240$1.24M0.0%-6.4%0.304%
1/31/2025Global Retirement Partners LLC4,357$77K0.0%N/A0.019%
1/30/2025 Rhumbline Advisers50,637$891K0.0%+3.9%0.219%
1/28/2025Empowered Funds LLC84,568$1.49M0.0%+5.1%0.367%
1/28/2025Kingsview Wealth Management LLC36,099$635K0.0%N/A0.156%
1/17/2025 SG Americas Securities LLC9,838$173K0.0%+23.6%0.043%
1/13/2025 Salem Investment Counselors Inc.3,150$55K0.0%-41.7%0.014%
12/26/2024JPMorgan Chase & Co.61,879$1.08M0.0%+195.8%0.268%
11/19/2024Barclays PLC29,813$519K0.0%+256.8%0.129%
11/16/2024Geode Capital Management LLC523,591$9.11M0.0%+3.6%2.270%
11/15/2024Barclays PLC29,813$519K0.0%+256.8%0.129%
11/15/2024XTX Topco Ltd22,499$391K0.0%+42.2%0.098%
11/15/2024Jane Street Group LLC19,118$332K0.0%-32.4%0.083%
11/15/2024State Street Corp496,603$8.64M0.0%+4.1%2.153%
11/15/2024Stifel Financial Corp45,067$784K0.0%+58.9%0.195%
11/15/2024Hotchkis & Wiley Capital Management LLC159,040$2.77M0.0%N/A0.689%
11/15/2024Basswood Capital Management L.L.C.40,576$706K0.0%N/A0.176%
11/14/2024Fourthstone LLC274,481$4.77M1.1%+205.3%1.190%
11/14/2024MetLife Investment Management LLC11,946$208K0.0%-10.8%0.052%
11/12/2024Charles Schwab Investment Management Inc.63,826$1.11M0.0%-2.8%0.277%
11/8/2024Connor Clark & Lunn Investment Management Ltd.16,028$279K0.0%N/A0.069%
11/6/2024Empowered Funds LLC80,475$1.40M0.0%+5.3%0.349%
11/4/2024Los Angeles Capital Management LLC31,337$545K0.0%-11.1%0.136%
10/24/2024Semanteon Capital Management LP11,251$196K0.1%N/A0.049%
10/3/2024 SG Americas Securities LLC7,959$138K0.0%N/A0.035%
8/30/2024Mendon Capital Advisors Corp30,000$454K0.4%N/A0.130%
8/21/2024Truist Financial Corp17,790$269K0.0%+43.5%0.077%
8/14/2024Squarepoint Ops LLC34,191$517K0.0%N/A0.149%
8/13/2024Huber Capital Management LLC212,467$3.21M0.7%-8.5%0.923%
8/12/2024XTX Topco Ltd15,823$239K0.0%N/A0.069%
8/9/2024Renaissance Technologies LLC83,100$1.26M0.0%+27.8%0.361%
8/9/2024Dimensional Fund Advisors LP892,414$13.49M0.0%+9.1%3.878%
8/8/2024American Century Companies Inc.337,743$5.11M0.0%+8.2%1.467%
8/6/2024Los Angeles Capital Management LLC35,237$533K0.0%+22.4%0.153%
8/1/2024Tandem Investment Advisors Inc.17,000$257K0.0%-17.1%0.074%
7/29/2024Panagora Asset Management Inc.44,581$674K0.0%-1.7%0.194%
7/26/2024Bank of New York Mellon Corp93,138$1.41M0.0%+9.6%0.405%
5/16/2024California State Teachers Retirement System2,282$29K0.0%-38.9%0.010%
5/16/2024Black Maple Capital Management LP23,154$293K0.2%N/A0.101%
5/15/2024Huber Capital Management LLC232,233$2.94M0.7%-2.8%1.009%
5/10/2024Vanguard Group Inc.1,245,205$15.74M0.0%+1.4%5.410%
5/8/2024Russell Investments Group Ltd.78,953$998K0.0%-17.4%0.343%
5/7/2024 SG Americas Securities LLC8,010$101K0.0%-35.4%0.035%
5/7/2024Empowered Funds LLC71,055$898K0.0%-2.0%0.309%
4/30/2024Tandem Investment Advisors Inc.20,500$259K0.0%-18.0%0.089%
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2/13/2024Tower Research Capital LLC TRC3,026$45K0.0%-67.9%0.013%
2/9/2024Trexquant Investment LP43,553$652K0.0%+35.0%0.190%
2/6/2024Concord Wealth Partners3,765$56K0.0%N/A0.016%
2/5/2024Russell Investments Group Ltd.95,579$1.43M0.0%+31.8%0.416%
2/1/2024CWM LLC1,723$26K0.0%N/A0.008%
1/30/2024Strs Ohio39,100$585K0.0%+4.5%0.170%
1/12/2024 SG Americas Securities LLC12,407$186K0.0%+16.7%0.054%
11/14/2023Trexquant Investment LP32,265$404K0.0%+58.1%0.141%
11/13/2023Acadian Asset Management LLC19,412$243K0.0%-15.1%0.085%
11/7/2023Barclays PLC3,947$50K0.0%-21.8%0.017%
(Data available from 1/1/2016 forward)

CARE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARE shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Carter Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($22.46M), Dimensional Fund Advisors LP ($17.87M), Fourthstone LLC ($9.69M), Geode Capital Management LLC ($9.19M), State Street Corp ($8.64M), Petiole USA ltd ($6.92M), and American Century Companies Inc. ($6.04M).Learn more on CARE's institutional investors.

What percentage of Carter Bankshares stock is owned by institutional investors?

41.48% of Carter Bankshares stock is owned by institutional investors. Learn more on CARE's institutional investor holdings.

Which institutional investors have been buying Carter Bankshares stock?

Of the 68 institutional investors that purchased Carter Bankshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($461.10K), Hotchkis & Wiley Capital Management LLC ($159.04K), Dimensional Fund Advisors LP ($126.30K), JPMorgan Chase & Co. ($103.54K), Mendon Capital Advisors Corp ($94.12K), Kennedy Capital Management LLC ($70.84K), and EA Series Trust ($60.63K).

How much institutional buying is happening at Carter Bankshares?

Institutional investors have bought a total of 2,095,257 shares in the last 24 months. This purchase volume represents approximately $34.89M in transactions.

Which Carter Bankshares major shareholders have been selling company stock?

Of the 31 institutional investors that sold Carter Bankshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($682.25K), Acadian Asset Management LLC ($47.87K), Allspring Global Investments Holdings LLC ($36.45K), Huber Capital Management LLC ($28.44K), Vanguard Group Inc. ($28.20K), Tandem Investment Advisors Inc. ($21K), and Russell Investments Group Ltd. ($20.53K).

How much institutional selling is happening at Carter Bankshares?

Institutional investors have sold a total of 1,004,227 shares in the last 24 months. This volume of shares sold represents approximately $17.04M in transactions.



This page (NASDAQ:CARE) was last updated on 4/17/2025 by MarketBeat.com Staff
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