Latest Period
Q1 2026
Security Snapshot
Carter Bankshares, Inc. - Common Stock, $1 par value (CARE) Institutional Ownership
CUSIP: 146103106
13F Institutional Holders and Ownership History from Q4 2020 to Q1 2026
Institutions Reporting
124
Shares (Excl. Options)
12,685,112
Price
$23.32
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- Security type / class
- Equity / Common Stock, $1 par value
- Symbol
- CARE on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,685,112
- Total 13F value
- $295,736,450
- Portfolio coverage rank
- 0%
- Share change
- +1,011,961
- Value change
- +$24,480,541
- Number of holders
- 124
- Shares outstanding
- 22,155,147
- SEC-reported price per share
- $24.44
- Insider filing price
- $24.44
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CARE - Carter Bankshares, Inc. - Common Stock, $1 par value is tracked under CUSIP 146103106.
- 124 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 121 to 124 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $229,098,204 to $295,736,450.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 124 institutions filings for Q1 2026.
Security key
146103106
Latest holder period
Q1 2026
13F holders
124
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
CARE full holder history
Carter Bankshares, Inc. SEC filings
Carter Bankshares, Inc. company facts
Carter Bankshares, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 146103106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
CARE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 6.8% | +20% | $36,786,894 | +$6,507,630 | 1,502,119 | +21% | Fourthstone LLC | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $26,373,699 | 1,130,904 | Vanguard Capital Management | 31 Mar 2026 | |||
| DIMENSIONAL FUND ADVISORS LP | 5.1% | $22,092,757 | 1,123,730 | Dimensional Fund Advisors LP | 31 Dec 2025 | |||
| ALLIANCEBERNSTEIN L.P. | 3.9% | $14,119,572 | 899,909 | AllianceBernstein L.P. | 30 Sep 2024 |
As of 31 Mar 2026, 124 institutional investors reported holding 12,685,112 shares of Carter Bankshares, Inc. - Common Stock, $1 par value (CARE). This represents 57% of the company’s total 22,155,147 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
48%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.5% | 1,668,818 | -0.6% | 0% | $38,916,835 |
| Fourthstone LLC | 6.8% | 1,502,119 | +21% | 5.9% | $35,029,415 |
| DIMENSIONAL FUND ADVISORS LP | 5.3% | 1,175,925 | +4.6% | 0.01% | $27,422,361 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 984,983 | 0% | 0% | $22,969,804 |
| AMERICAN CENTURY COMPANIES INC | 2.4% | 540,866 | +14% | 0.01% | $12,612,995 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 515,975 | +1.5% | 0% | $12,035,281 |
| STATE STREET CORP | 2.3% | 498,902 | -3.6% | 0% | $11,634,395 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2% | 449,617 | +1.9% | 0.22% | $10,485,068 |
| Petiole USA ltd | 1.7% | 381,373 | -1.4% | 6.2% | $8,893,618 |
| GOLDMAN SACHS GROUP INC | 1.6% | 356,388 | +19% | 0% | $8,310,968 |
| MALTESE CAPITAL MANAGEMENT LLC | 1.5% | 328,888 | -17% | 1.5% | $7,669,667 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1% | 227,715 | 0.27% | $5,310,314 | |
| Huber Capital Management LLC | 0.86% | 190,553 | -0.26% | 0.69% | $4,443,696 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.86% | 189,428 | -0.95% | 0.01% | $4,417,461 |
| NORTHERN TRUST CORP | 0.79% | 175,469 | +2.4% | 0% | $4,091,937 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.74% | 163,876 | 0% | 0% | $3,821,588 |
| ALGERT GLOBAL LLC | 0.71% | 156,780 | 0.06% | $3,656,000 | |
| VANGUARD FIDUCIARY TRUST CO | 0.67% | 147,475 | 0% | 0% | $3,439,117 |
| Squarepoint Ops LLC | 0.61% | 135,991 | +51% | 0.01% | $3,171,310 |
| CITADEL ADVISORS LLC | 0.61% | 135,665 | +213% | 0% | $3,163,708 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.61% | 134,855 | +6.5% | 0.06% | $3,144,819 |
| Diversified Trust Co | 0.59% | 131,488 | +0.08% | 0.06% | $3,066,300 |
| Trexquant Investment LP | 0.58% | 127,713 | +113% | 0.02% | $2,978,267 |
| MILLENNIUM MANAGEMENT LLC | 0.56% | 124,004 | +1013% | 0% | $2,891,773 |
| MORGAN STANLEY | 0.54% | 119,819 | -5% | 0% | $2,794,192 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
22
Latest
Q1 2026
Rows shown
1-22 of 22
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 12,685,112 | $295,736,450 | +$24,480,541 | $23.32 | 124 |
| 2025 Q4 | 11,654,446 | $229,098,204 | +$1,439,837 | $19.66 | 121 |
| 2025 Q3 | 11,516,553 | $223,533,791 | +$5,718,056 | $19.41 | 121 |
| 2025 Q2 | 11,219,978 | $194,558,906 | -$793,239 | $17.34 | 115 |
| 2025 Q1 | 11,277,040 | $179,124,464 | -$2,224,783 | $16.18 | 111 |
| 2024 Q4 | 10,996,214 | $193,423,771 | +$9,617,524 | $17.59 | 105 |
| 2024 Q3 | 10,434,097 | $181,448,800 | +$11,434,375 | $17.39 | 92 |
| 2024 Q2 | 9,765,404 | $147,650,843 | +$777,215 | $15.12 | 85 |
| 2024 Q1 | 9,679,130 | $122,359,424 | +$1,009,349 | $12.64 | 81 |
| 2023 Q4 | 9,570,173 | $143,253,378 | +$3,586,480 | $14.97 | 81 |
| 2023 Q3 | 9,367,146 | $117,370,655 | -$2,083,067 | $12.53 | 86 |
| 2023 Q2 | 9,501,523 | $140,526,743 | +$905,162 | $14.79 | 99 |
| 2023 Q1 | 9,384,628 | $131,364,481 | +$1,298,670 | $14.00 | 89 |
| 2022 Q4 | 9,311,530 | $154,474,066 | +$5,417,050 | $16.59 | 89 |
| 2022 Q3 | 9,001,122 | $144,953,039 | +$4,453,283 | $16.10 | 89 |
| 2022 Q2 | 8,695,749 | $114,846,724 | -$1,669,898 | $13.20 | 80 |
| 2022 Q1 | 8,983,403 | $156,040,810 | -$8,840,621 | $17.37 | 77 |
| 2021 Q4 | 9,558,427 | $147,106,038 | -$10,172 | $15.39 | 75 |
| 2021 Q3 | 9,207,528 | $130,923,282 | +$1,514,394 | $14.22 | 70 |
| 2021 Q2 | 9,219,145 | $115,343,311 | +$6,538,920 | $12.51 | 75 |
| 2021 Q1 | 8,671,036 | $121,044,687 | +$7,082,265 | $13.96 | 68 |
| 2020 Q4 | 8,178,366 | $87,672,936 | +$87,629,936 | $10.72 | 63 |