Latest Period
Q2 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 Q2 2026
Institutions Reporting
162
Shares (Excl. Options)
14,516,870
Price
$34.01
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- Security type / class
- Equity / Common Stock, $1 par value
- Symbol
- CARE on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 14,516,870
- Total 13F value
- $493,460,614
- Portfolio coverage rank
- 0%
- Share change
- +1,731,754
- Value change
- +$80,372,109
- Number of holders
- 162
- Shares outstanding
- 22,251,697
- SEC-reported price per share
- $31.60
- Insider filing price
- $31.60
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.
- 162 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 124 to 162 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $295,736,560 to $493,460,614.
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 162 institutions filings for Q2 2026.
Security key
146103106
Latest holder period
Q2 2026
13F holders
162
13D/G owners
4
CIK / CUSIP context first
Open Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 5.1% | $22,092,757 | 1,123,730 | Dimensional Fund Advisors LP | 31 Dec 2025 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5% | -3% | $34,806,104 | -$930,462 | 1,101,459 | -2.6% | Vanguard Capital Management | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. | 3.9% | $14,119,572 | 899,909 | AllianceBernstein L.P. | 30 Sep 2024 | |||
| Fourthstone LLC | 0% | -97% | $3,160 | -$47,463,800 | 100 | -100% | Fourthstone LLC | 30 Jun 2026 |
As of 30 Jun 2026, 162 institutional investors reported holding 14,516,870 shares of Carter Bankshares, Inc. - Common Stock, $1 par value (CARE). This represents 65% of the company’s total 22,251,697 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
50%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.1% | 1,796,799 | +7.7% | 0% | $61,109,134 |
| DIMENSIONAL FUND ADVISORS LP | 5.6% | 1,256,126 | +6.8% | 0.01% | $42,719,638 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 955,877 | -3% | 0% | $32,509,377 |
| STATE STREET CORP | 4.1% | 912,310 | +83% | 0% | $31,027,663 |
| AMERICAN CENTURY COMPANIES INC | 3.2% | 709,568 | +31% | 0.01% | $24,132,411 |
| LAZARD ASSET MANAGEMENT LLC | 2.9% | 640,742 | 0.03% | $21,791,635 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 576,614 | +12% | 0% | $19,614,923 |
| ACADIAN ASSET MANAGEMENT LLC | 1.7% | 387,397 | 0.02% | $13,165,000 | |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.7% | 384,084 | -15% | 0.23% | $13,062,697 |
| GOLDMAN SACHS GROUP INC | 1.7% | 373,745 | +4.9% | 0% | $12,711,067 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4% | 301,842 | +84% | 0% | $10,265,646 |
| AQR CAPITAL MANAGEMENT LLC | 1.3% | 299,724 | +400% | 0% | $10,193,613 |
| ALGERT GLOBAL LLC | 1.3% | 278,213 | +77% | 0.11% | $9,462,024 |
| Hillsdale Investment Management Inc. | 1.2% | 263,657 | 0.2% | $8,966,975 | |
| MORGAN STANLEY | 1% | 222,626 | +86% | 0% | $7,571,525 |
| Nuveen, LLC | 0.88% | 195,185 | +316% | 0% | $6,638,242 |
| NORTHERN TRUST CORP | 0.85% | 189,817 | +8.2% | 0% | $6,455,676 |
| Russell Investments Group, Ltd. | 0.84% | 186,228 | +79% | 0.01% | $6,326,912 |
| Huber Capital Management LLC | 0.82% | 183,553 | -3.7% | 0.92% | $6,242,637 |
| Petiole USA ltd | 0.81% | 179,222 | -53% | 4.4% | $6,095,340 |
| TUDOR INVESTMENT CORP ET AL | 0.73% | 161,420 | 0.02% | $5,489,894 | |
| FMR LLC | 0.69% | 154,054 | +2248% | 0% | $5,239,378 |
| VANGUARD FIDUCIARY TRUST CO | 0.67% | 148,225 | +0.51% | 0% | $5,041,132 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.65% | 144,388 | -24% | 0.01% | $4,910,636 |
| DIVERSIFIED TRUST CO | 0.64% | 141,762 | +7.8% | 0.08% | $4,821,325 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q2 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 14,516,870 | $493,460,614 | +$80,372,109 | $34.01 | 162 |
| 2026 Q1 | 12,685,112 | $295,736,560 | +$24,480,651 | $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 |