Who Holds Carter Bankshares, Inc. (CARE)? 163 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 163 holders, $478 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 1,796,799 | $61 million | +8% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 1,256,126 | $43 million | +7% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 955,877 | $33 million | -3% | 13F |
| STATE STREET CORP | 912,310 | $31 million | +83% | 13F |
| AMERICAN CENTURY COMPANIES INC | 709,568 | $24 million | +31% | 13F |
| LAZARD ASSET MANAGEMENT LLC | 640,742 | $22 million | New | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 576,614 | $20 million | +12% | 13F |
| KENNEDY CAPITAL MANAGEMENT LLC | 384,084 | $13 million | -15% | 13F |
| GOLDMAN SACHS GROUP INC | 373,745 | $13 million | +5% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 301,842 | $10 million | +84% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 299,724 | $10 million | +400% | 13F |
| ALGERT GLOBAL LLC | 278,213 | $9 million | +77% | 13F |
| Hillsdale Investment Management Inc. | 263,657 | $9 million | New | 13F |
| MORGAN STANLEY | 222,626 | $8 million | +86% | 13F |
| Nuveen, LLC | 195,185 | $7 million | +316% | 13F |
| NORTHERN TRUST CORP | 189,817 | $6 million | +8% | 13F |
| Russell Investments Group, Ltd. | 186,228 | $6 million | +79% | 13F |
| Huber Capital Management LLC | 183,553 | $6 million | -4% | 13F |
| Petiole USA ltd | 179,222 | $6 million | -53% | 13F |
| TUDOR INVESTMENT CORP ET AL | 161,420 | $5 million | New | 13F |
| FMR LLC | 154,054 | $5 million | +2248% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 148,225 | $5 million | +1% | 13F |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 144,388 | $5 million | -24% | 13F |
| DIVERSIFIED TRUST CO | 141,762 | $5 million | +8% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 141,683 | $5 million | +5% | 13F |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 131,609 | $4 million | -42% | 13F |
| TWO SIGMA INVESTMENTS, LP | 106,590 | $4 million | +252% | 13F |
| BANK OF AMERICA CORP /DE/ | 106,330 | $4 million | +85% | 13F |
| MALTESE CAPITAL MANAGEMENT LLC | 105,000 | $4 million | -68% | 13F |
| Jupiter Topco LLC | 101,719 | $3 million | New | 13F |
| Trexquant Investment LP | 100,397 | $3 million | -21% | 13F |
| Empowered Funds, LLC | 97,298 | $3 million | +8% | 13F |
| Creative Planning | 96,464 | $3 million | +62% | 13F |
| FIRST TRUST ADVISORS LP | 93,226 | $3 million | +20% | 13F |
| MARTINGALE ASSET MANAGEMENT L P | 91,899 | $3 million | New | 13F |
| MACKENZIE FINANCIAL CORP | 89,923 | $3 million | New | 13F |
| SEGALL BRYANT & HAMILL, LLC | 87,905 | $3 million | New | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | 85,509 | $3 million | New | 13F |
| Invesco Ltd. | 84,658 | $3 million | +180% | 13F |
| Aquatic Capital Management LLC | 81,103 | $3 million | New | 13F |
| PRUDENTIAL FINANCIAL INC | 79,175 | $3 million | New | 13F |
| Bank of New York Mellon Corp | 71,536 | $2 million | -17% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 67,266 | $2 million | New | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 63,343 | $2 million | +10% | 13F |
| Oppenheimer & Close, LLC | 62,500 | $2 million | +0% | 13F |
| FIRST MANHATTAN CO. LLC. | 60,000 | $2 million | +0% | 13F |
| AMERIPRISE FINANCIAL INC | 57,890 | $2 million | +21% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 53,299 | $2 million | +359% | 13F |
| STIFEL FINANCIAL CORP | 50,256 | $2 million | -10% | 13F |
| UBS Group AG | 44,040 | $1 million | -35% | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 43,775 | $1 million | New | 13F |
| SEI INVESTMENTS CO | 41,591 | $1 million | -48% | 13F |
| WELLS FARGO & COMPANY/MN | 41,227 | $1 million | +24% | 13F |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40,303 | $1 million | New | 13F |
| SIERRA SUMMIT ADVISORS LLC | 39,579 | $1 million | New | 13F |
| MILLENNIUM MANAGEMENT LLC | 38,617 | $1 million | -69% | 13F |
| Quantinno Capital Management LP | 38,551 | $1 million | +9% | 13F |
| PANAGORA ASSET MANAGEMENT INC | 36,748 | $1 million | +10% | 13F |
| EJF Capital LP | 36,001 | $1 million | -64% | 13F |
| D. E. Shaw & Co., Inc. | 33,587 | $1 million | +44% | 13F |
| Kingsview Wealth Management, LLC | 32,894 | $1 million | +2% | 13F |
| Balyasny Asset Management L.P. | 31,801 | $1 million | +194% | 13F |
| CITIGROUP INC | 29,114 | $990,167 | +826% | 13F |
| RHUMBLINE ADVISERS | 28,824 | $980,296 | 0% | 13F |
| Campbell & CO Investment Adviser LLC | 28,790 | $979,148 | +12% | 13F |
| FRANKLIN RESOURCES INC | 26,935 | $916,059 | +48% | 13F |
| BARCLAYS PLC | 26,567 | $903,543 | +330% | 13F |
| Allspring Global Investments Holdings, LLC | 25,930 | $896,919 | New | 13F |
| CITADEL ADVISORS LLC | 24,604 | $836,782 | -82% | 13F |
| Richard Young Associates, Ltd. | 24,471 | $832,259 | -3% | 13F |
| XTX Topco Ltd | 22,894 | $778,625 | -36% | 13F |
| DEUTSCHE BANK AG\ | 22,366 | $760,668 | +18% | 13F |
| MARSHALL WACE, LLP | 22,118 | $752,234 | New | 13F |
| CAPTRUST FINANCIAL ADVISORS | 21,676 | $737,201 | +6% | 13F |
| Rafferty Asset Management, LLC | 21,471 | $730,229 | New | 13F |
| Engineers Gate Manager LP | 20,800 | $707,408 | New | 13F |
| Vanguard Global Advisers, LLC | 19,390 | $659,454 | +123% | 13F |
| ALLIANCEBERNSTEIN L.P. | 23,780 | $554,550 | -7% | 13F |
| Retirement Planning Group, LLC | 15,044 | $511,646 | +0% | 13F |
| Baader Bank Aktiengesellschaft | 15,000 | $510,150 | New | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 14,942 | $508,178 | +46% | 13F |
| LightSquare Wealth Management, LLC | 14,709 | $500,253 | New | 13F |
| TRUIST FINANCIAL CORP | 12,855 | $437,199 | -6% | 13F |
| CAXTON ASSOCIATES LLP | 12,821 | $436,042 | New | 13F |
| LPL Financial LLC | 12,696 | $431,791 | -1% | 13F |
| MetLife Investment Management, LLC | 12,673 | $431,009 | +11% | 13F |
| State of Wyoming | 12,621 | $429,240 | New | 13F |
| Partners in Financial Planning | 12,299 | $418,289 | -2% | 13F |
| JPMORGAN CHASE & CO | 10,968 | $365,452 | +16% | 13F |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10,409 | $354,010 | -3% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,239 | $348,228 | 0% | 13F |
| State of Tennessee, Department of Treasury | 9,620 | $327,177 | New | 13F |
| Magnetar Financial LLC | 9,529 | $324,081 | New | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 9,484 | $322,551 | +11% | 13F |
| Cornerstone Investment Partners, LLC | 9,301 | $316,327 | New | 13F |
| Sterling Capital Management LLC | 9,182 | $312,280 | +1371% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,731 | $296,941 | +93% | 13F |
| Mariner, LLC | 8,609 | $292,734 | New | 13F |
| Cambria Investment Management, L.P. | 8,241 | $280,276 | New | 13F |
| Integrated Wealth Concepts LLC | 7,946 | $270,242 | New | 13F |
Questions and answers
- How many institutions hold Carter Bankshares, Inc.?
- 163 managers reported Carter Bankshares, Inc. on Form 13F for the quarter ended 30 June 2026, against 125 the quarter before.
- Who is the largest institutional holder of Carter Bankshares, Inc.?
- BlackRock, Inc., with 1,796,799 shares worth $61 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Carter Bankshares, Inc. in Q2 2026?
- 51 managers reported a new position and 13 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Carter Bankshares, Inc., Q2 2026", https://app.tamarly.ai/holders/carter-bankshares, built from SEC EDGAR.
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