Carter Bankshares (CARE) Institutional Ownership $19.31 -0.07 (-0.36%) Closing price 04:00 PM EasternExtended Trading$19.32 +0.02 (+0.08%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carter Bankshares (NASDAQ:CARE)CurrentInstitutional OwnershipPercentage41.48%Number ofInstitutional Buyers(last 12 months)65TotalInstitutional Inflows(last 12 months)$49.00MNumber ofInstitutional Sellers(last 12 months)33TotalInstitutional Outflows(last 12 months)$20.06M Get CARE Insider Trade Alerts Want to know when executives and insiders are buying or selling Carter Bankshares stock? 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Skip Chart & View Institutional Buying and Selling Data CARE Institutional Buying and Selling by Quarter Carter Bankshares Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.2,625$46K0.0%+140.6%0.012% 8/15/2025 Tower Research Capital LLC TRC 3,776$65K0.0%+113.6%0.017% 8/15/2025 Salzhauer Michael10,744$186K0.1%N/A0.047% 8/15/2025 Group One Trading LLC52,661$913K0.0%+403.4%0.232% 8/15/2025 EJF Capital LLC129,542$2.25M1.8%-6.7%0.571% 8/15/2025 Engineers Gate Manager LP15,095$262K0.0%+16.8%0.067% 8/15/2025 Curi Capital LLC93,295$1.62M0.0%+388.0%0.412% 8/15/2025 BNP Paribas Financial Markets3,858$67K0.0%-34.6%0.017% 8/15/2025 Bridgeway Capital Management LLC160,113$2.78M0.1%+5.9%0.706% 8/15/2025 Bank of America Corp DE33,796$586K0.0%+53.4%0.149% Get the Latest News and Ratings for CARE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Carter Bankshares and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Ameriprise Financial Inc.68,570$1.19M0.0%+21.6%0.302% 8/14/2025 Mendon Capital Advisors Corp142,392$2.47M1.2%+106.0%0.628% 8/14/2025 Jane Street Group LLC47,971$832K0.0%+32.6%0.212% 8/14/2025 Raymond James Financial Inc.6,236$108K0.0%N/A0.028% 8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,562$218K0.0%-7.9%0.055% 8/14/2025 Fourthstone LLC583,893$10.13M2.0%+31.5%2.576% 8/14/2025 Qube Research & Technologies Ltd48,609$843K0.0%-20.9%0.214% 8/13/2025 First Trust Advisors LP14,780$256K0.0%+6.7%0.065% 8/13/2025 Kennedy Capital Management LLC390,557$6.77M0.2%+6.1%1.723% 8/13/2025 Invesco Ltd.30,418$527K0.0%-8.0%0.134% 8/13/2025 Arrowstreet Capital Limited Partnership46,795$811K0.0%+7.0%0.206% 8/13/2025 Panagora Asset Management Inc.79,152$1.37M0.0%+21.9%0.349% 8/13/2025 New York State Common Retirement Fund3,131$54K0.0%-64.9%0.014% 8/13/2025 Russell Investments Group Ltd.102,318$1.77M0.0%-16.9%0.451% 8/12/2025 Prudential Financial Inc.32,070$556K0.0%+33.4%0.141% 8/12/2025 American Century Companies Inc.349,538$6.06M0.0%+3.8%1.542% 8/12/2025 JPMorgan Chase & Co.53,852$934K0.0%-33.1%0.238% 8/8/2025 Kingsview Wealth Management LLC35,099$609K0.0%-2.8%0.155% 8/8/2025 Creative Planning19,015$330K0.0%N/A0.084% 8/8/2025 Geode Capital Management LLC535,672$9.29M0.0%+0.7%2.363% 8/7/2025 Campbell & CO Investment Adviser LLC16,909$293K0.0%N/A0.073% 8/7/2025 Connor Clark & Lunn Investment Management Ltd.31,987$555K0.0%-37.9%0.138% 8/7/2025 Los Angeles Capital Management LLC18,512$321K0.0%-17.6%0.080% 8/6/2025 Savant Capital LLC14,161$246K0.0%-6.7%0.061% 7/25/2025 CWM LLC2,171$38K0.0%+64.1%0.009% 7/11/2025 Diversified Trust Co134,098$2.33M0.1%N/A0.579% 6/27/2025 Goldman Sachs Group Inc.209,610$3.39M0.0%-24.0%0.905% 5/29/2025 Rhumbline Advisers34,981$566K0.0%-30.9%0.151% 5/28/2025 Strs Ohio21,000$340K0.0%N/A0.091% 5/21/2025 Acadian Asset Management LLC82,105$1.33M0.0%+7.6%0.354% Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)Imagine a bull market so powerful, every single investor became a millionaire. 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But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.Click here for the full story.5/21/2025 Mendon Capital Advisors Corp69,117$1.12M0.5%+7.8%0.298% 5/19/2025 Jane Street Group LLC36,170$585K0.0%N/A0.156% 5/16/2025 Empowered Funds LLC90,725$1.47M0.0%+7.3%0.392% 5/16/2025 Goldman Sachs Group Inc.209,610$3.39M0.0%-24.0%0.905% 5/16/2025 EJF Capital LLC138,772$2.25M1.4%-31.9%0.599% 5/16/2025 Curi RMB Capital LLC19,117$309K0.0%+35.4%0.083% 5/16/2025 AQR Capital Management LLC25,175$407K0.0%+88.1%0.109% 5/15/2025 Cubist Systematic Strategies LLC24,547$397K0.0%+3.1%0.106% 5/15/2025 Trexquant Investment LP52,533$850K0.0%-7.1%0.227% 5/14/2025 Hotchkis & Wiley Capital Management LLC181,640$2.94M0.0%-1.5%0.784% 5/14/2025 Martingale Asset Management L P17,730$287K0.0%N/A0.077% 5/13/2025 American Century Companies Inc.336,603$5.45M0.0%-1.9%1.453% 5/12/2025 Nuveen LLC557,504$9.02M0.0%N/A2.407% 5/12/2025 Invesco Ltd.33,075$535K0.0%-13.3%0.143% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.51,488$833K0.0%+18.6%0.222% 5/9/2025 Vanguard Group Inc.1,292,161$20.91M0.0%+1.2%5.579% 5/7/2025 Mackenzie Financial Corp50,069$810K0.0%+78.6%0.216% 5/2/2025 Bailard Inc.18,627$301K0.0%N/A0.081% 4/29/2025 Bank of New York Mellon Corp69,229$1.12M0.0%-1.4%0.299% 4/8/2025 Rhumbline Advisers34,981$566K0.0%-30.9%0.151% 2/20/2025 Mackenzie Financial Corp28,030$493K0.0%N/A0.121% 2/17/2025 Two Sigma Advisers LP59,500$1.05M0.0%+12.1%0.258% 2/17/2025 Two Sigma Investments LP62,485$1.10M0.0%+12.9%0.271% 2/17/2025 Man Group plc12,954$228K0.0%N/A0.056% 2/17/2025Nuveen Asset Management LLC133,008$2.34M0.0%+23.5%0.577% 2/17/2025 Millennium Management LLC92,476$1.63M0.0%+112.1%0.401% 2/17/2025 Deutsche Bank AG15,863$279K0.0%+88.6%0.069% 2/17/2025 D. E. Shaw & Co. Inc.91,625$1.61M0.0%-13.4%0.397% 2/17/2025 Cubist Systematic Strategies LLC23,803$419K0.0%N/A0.103% 2/17/2025 Bridgeway Capital Management LLC145,053$2.55M0.1%+2.9%0.629% 2/17/2025 Citadel Advisors LLC118,303$2.08M0.0%-6.2%0.513% 2/17/2025 Bank of America Corp DE30,440$535K0.0%+31.4%0.132% 2/17/2025 BNP Paribas Financial Markets11,160$196K0.0%N/A0.048% 2/14/2025 Northern Trust Corp196,887$3.46M0.0%+2.4%0.853% 2/14/2025 Mendon Capital Advisors Corp64,117$1.13M0.6%N/A0.278% 2/14/2025 Hsbc Holdings PLC21,153$373K0.0%N/A0.092% 2/14/2025 Stifel Financial Corp42,067$740K0.0%-6.7%0.182% 2/14/2025 MetLife Investment Management LLC12,711$224K0.0%+6.4%0.055% 2/14/2025 Curi RMB Capital LLC14,117$248K0.0%N/A0.061% 2/14/2025 Dimensional Fund Advisors LP1,015,988$17.87M0.0%+5.4%4.404% 2/13/2025 Fourthstone LLC551,013$9.69M1.9%+100.7%2.388% 2/13/2025 XTX Topco Ltd11,905$209K0.0%-47.1%0.052% 2/13/2025 Barclays PLC34,303$603K0.0%+15.1%0.149% 2/13/2025 Kennedy Capital Management LLC324,569$5.71M0.1%+27.9%1.407% 2/13/2025 Renaissance Technologies LLC72,300$1.27M0.0%-20.9%0.313% 2/13/2025 Invesco Ltd.38,142$671K0.0%+1.7%0.165% 2/13/2025 Wells Fargo & Company MN28,696$505K0.0%+11.3%0.124% 2/12/2025 Huber Capital Management LLC202,467$3.56M0.7%-1.0%0.878% 2/12/2025 Trexquant Investment LP56,562$995K0.0%+27.5%0.245% 2/12/2025 Geode Capital Management LLC522,252$9.19M0.0%-0.3%2.264% What's the Best Way to Lower RMD Taxes? 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Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.Click here to see the six strategies and get your free advisor matches today.2/12/2025 Alliancebernstein L.P.217,662$3.83M0.0%-75.8%0.943% 2/12/2025 Partners in Financial Planning14,547$256K0.1%N/A0.063% 2/12/2025 Arrowstreet Capital Limited Partnership109,852$1.93M0.0%+10.7%0.476% 2/12/2025 JPMorgan Chase & Co.124,453$2.19M0.0%+101.1%0.539% 2/11/2025 Prudential Financial Inc.12,880$227K0.0%N/A0.056% 2/11/2025 Corebridge Financial Inc.11,340$199K0.0%-7.0%0.049% 2/11/2025 Vanguard Group Inc.1,276,940$22.46M0.0%-2.2%5.535% 2/11/2025 LPL Financial LLC18,702$329K0.0%-32.2%0.081% 2/11/2025 American Century Companies Inc.343,193$6.04M0.0%+1.3%1.488% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.43,418$764K0.0%+170.9%0.188% (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, 90 institutional investors and hedge funds held shares of Carter Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($20.91M), Dimensional Fund Advisors LP ($17.87M), Fourthstone LLC ($10.13M), Geode Capital Management LLC ($9.29M), Nuveen LLC ($9.02M), State Street Corp ($8.64M), and Kennedy Capital Management LLC ($6.77M).Learn more on Carter Bankshares' 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 74 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 ($601.06K), Nuveen LLC ($557.50K), Mendon Capital Advisors Corp ($172.39K), Hotchkis & Wiley Capital Management LLC ($159.04K), Diversified Trust Co ($134.10K), Dimensional Fund Advisors LP ($126.30K), and JPMorgan Chase & Co. ($103.54K). How much institutional buying is happening at Carter Bankshares? Institutional investors have bought a total of 2,859,700 shares in the last 24 months. This purchase volume represents approximately $49.00M in transactions. Which of Carter Bankshares' major shareholders have been selling company stock? Of the 33 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), Goldman Sachs Group Inc. ($132.40K), EJF Capital LLC ($74.32K), Rhumbline Advisers ($31.31K), Vanguard Group Inc. ($28.20K), JPMorgan Chase & Co. ($26.70K), and Russell Investments Group Ltd. ($20.77K). How much institutional selling is happening at Carter Bankshares? Institutional investors have sold a total of 1,161,925 shares in the last 24 months. This volume of shares sold represents approximately $20.06M in transactions. 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