Carter Bankshares, Inc. - Common Stock, $1 par value (CARE)

CUSIP: 146103106

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / Common Stock, $1 par value
Shares outstanding
22,155,147
Total 13F shares
12,684,843
Share change
+1,012,425
Total reported value
$295,730,177
Price per share
$23.32
Number of holders
123
Value change
+$24,489,652
Number of buys
58
Number of sells
48

Quarterly Holders Quick Answers

What is CUSIP 146103106?
CUSIP 146103106 identifies CARE - Carter Bankshares, Inc. - Common Stock, $1 par value in SEC institutional holdings data.

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Top shareholders of CARE - Carter Bankshares, Inc. - Common Stock, $1 par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Fourthstone LLC
13D/G 13F
Company
6.8%
1,502,119
$36,786,894 +$6,507,630 31 Mar 2026
BlackRock, Inc.
13F
Company
7.6%
1,678,946
$33,008,080 31 Dec 2025
13F
VANGUARD CAPITAL MANAGEMENT LLC
13D/G
Vanguard Capital Management
5.1%
1,130,904
$26,373,699 $0 31 Mar 2026
VANGUARD GROUP INC
13F
Company
5.8%
1,288,798
$25,337,769 31 Dec 2025
13F
DIMENSIONAL FUND ADVISORS LP
13D/G 13F
Company
5.1%
1,123,730
$22,092,757 $0 31 Dec 2025
ALLIANCEBERNSTEIN L.P.
13D/G 13F
Company
3.9%
899,909
$14,119,572 $0 30 Sep 2024
STATE STREET CORP
13F
Company
2.3%
517,341
$10,170,924 31 Dec 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.3%
508,322
$9,995,814 31 Dec 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
2.1%
473,787
$9,314,653 31 Dec 2025
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
2%
441,281
$8,675,584 31 Dec 2025
13F
MALTESE CAPITAL MANAGEMENT LLC
13F
Company
1.8%
395,800
$7,781,428 31 Dec 2025
13F
Petiole USA ltd
13F
Company
1.7%
386,873
$7,605,923 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.4%
300,553
$5,908,872 31 Dec 2025
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
0.86%
191,238
$3,759,739 31 Dec 2025
13F
Huber Capital Management LLC
13F
Company
0.86%
191,053
$3,756,102 31 Dec 2025
13F
NORTHERN TRUST CORP
13F
Company
0.77%
171,293
$3,367,621 31 Dec 2025
13F
EJF Capital LP
13F
Company
0.73%
161,129
$3,167,796 31 Dec 2025
13F
Joseph E. Pigg
3/4/5
Director
class O/S missing
224,214
$3,080,700 23 Jun 2021
Diversified Trust Co
13F
Company
0.59%
131,388
$2,583,088 31 Dec 2025
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
0.57%
126,663
$2,490,195 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
0.57%
126,189
$2,480,885 31 Dec 2025
13F
MENDON CAPITAL ADVISORS CORP
13F
Company
0.53%
117,392
$2,307,927 31 Dec 2025
13F
Russell Investments Group, Ltd.
13F
Company
0.47%
104,218
$2,048,925 31 Dec 2025
13F
Curi Capital, LLC
13F
Company
0.42%
93,295
$1,834,180 31 Dec 2025
13F
Squarepoint Ops LLC
13F
Company
0.41%
90,021
$1,769,813 31 Dec 2025
13F
Bank of New York Mellon Corp
13F
Company
0.4%
88,914
$1,748,044 31 Dec 2025
13F
Chester A. Gallimore
3/4/5
Director
class O/S missing
117,751
$1,617,898 23 Jun 2021
FIRST TRUST ADVISORS LP
13F
Company
0.35%
78,518
$1,543,663 31 Dec 2025
13F
Litz H. van Dyke
3/4/5
CHIEF EXECUTIVE OFFICER, Director
0.3%
67,467
$1,479,551 04 Mar 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.29%
65,269
$1,283,189 31 Dec 2025
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
0.29%
64,987
$1,275,000 31 Dec 2025
13F
Oppenheimer & Close, LLC
13F
Company
0.28%
62,500
$1,228,750 31 Dec 2025
13F
MARTINGALE ASSET MANAGEMENT L P
13F
Company
0.27%
60,484
$1,189,116 31 Dec 2025
13F
FIRST MANHATTAN CO. LLC.
13F
Company
0.27%
60,000
$1,179,600 31 Dec 2025
13F
Trexquant Investment LP
13F
Company
0.27%
59,917
$1,177,968 31 Dec 2025
13F
Robert M. Bolton
3/4/5
Director
0.31%
69,129
$1,175,884 -$32,754 02 Jan 2026
STIFEL FINANCIAL CORP
13F
Company
0.25%
55,717
$1,095,397 31 Dec 2025
13F
Robert W. Conner
3/4/5
Director
class O/S missing
75,962
$1,043,718 14 Feb 2023
Daytona Street Capital LLC
13F
Company
0.24%
52,536
$1,032,858 31 Dec 2025
13F
Lanny A. Kyle Jr.
3/4/5
Director
class O/S missing
72,484
$995,930 14 Feb 2023
AMERIPRISE FINANCIAL INC
13F
Company
0.22%
47,896
$941,635 31 Dec 2025
13F
Nuveen, LLC
13F
Company
0.21%
47,556
$934,951 31 Dec 2025
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.21%
46,795
$919,990 31 Dec 2025
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.21%
46,161
$907,524 31 Dec 2025
13F
Wendy S. Bell
3/4/5
SENIOR EXECUTIVE VP, CFO
0.18%
40,223
$882,090 -$4,885 04 Mar 2026
CITADEL ADVISORS LLC
13F
Company
0.2%
43,340
$852,064 31 Dec 2025
13F
D. E. Shaw & Co., Inc.
13F
Company
0.19%
42,616
$837,831 31 Dec 2025
13F
Creative Planning
13F
Company
0.18%
40,224
$790,804 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.18%
39,374
$774,083 31 Dec 2025
13F
JPMORGAN CHASE & CO
13F
Company
0.17%
38,674
$760,330 31 Dec 2025
13F

Institutional Holders of Carter Bankshares, Inc. - Common Stock, $1 par value (CARE) as of Q1 2026

As of 31 Mar 2026, Carter Bankshares, Inc. - Common Stock, $1 par value (CARE) was held by 123 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 12,684,843 shares. The largest 10 holders included BlackRock, Inc., Fourthstone LLC, DIMENSIONAL FUND ADVISORS LP, VANGUARD CAPITAL MANAGEMENT LLC, AMERICAN CENTURY COMPANIES INC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, KENNEDY CAPITAL MANAGEMENT LLC, Petiole USA ltd, and GOLDMAN SACHS GROUP INC. This page lists 123 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
120
Q1 2026 holders
123
Holder diff
3
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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