Institutional Ownership Carter Bankshares, Inc. (CARE)
This table provides information about the institutional ownership of Carter Bankshares, Inc. (CARE). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
4,531
shares
|
$78,794
0.0% of portfolio
|
Q3 2025
Added 44.71%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
4,365
shares
|
$75,907
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,758
shares
|
$65,351
0.02% of portfolio
|
Q3 2025
Reduced 45.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,268
shares
|
$56,830
0.0% of portfolio
|
Q2 2025
Reduced 24.99%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
3,150
shares
|
$54,778
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,636
shares
|
$45,840
0.0% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,625
shares
|
$45,648
0.0% of portfolio
|
Q2 2025
Added 140.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,261
shares
|
$39,318
0.0% of portfolio
|
Q3 2025
Reduced 75.61%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,132
shares
|
$37,075
0.0% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,998
shares
|
$34,745
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,490
shares
|
$25,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,436
shares
|
$24,972
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,315
shares
|
$22,867
0.0% of portfolio
|
Q3 2025
Added 152.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,300
shares
|
$22,607
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,239
shares
|
$21,546
0.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,217
shares
|
$21,163
0.0% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$21,024
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,177
shares
|
$20,468
0.0% of portfolio
|
Q3 2025
Added 224.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,015
shares
|
$17,650
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,015
shares
|
$17,650
0.0% of portfolio
|
Q2 2025
Added 4975.0%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
942
shares
|
$16,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
892
shares
|
$15,511
0.0% of portfolio
|
Q1 2024
Reduced 58.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
853
shares
|
$14,833
0.0% of portfolio
|
Q3 2025
Reduced 77.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
820
shares
|
$14,259
0.0% of portfolio
|
Q3 2025
Added 49.36%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
742
shares
|
$12,903
0.0% of portfolio
|
Q4 2024
New holding
|
|