CARTER BANKSHARES INC CARE

US Financials National Commercial Banks
$33.13
-4.2%
52w: $16.39 – $34.59

Latest 13F among current holders filed 19 days ago (Jun 16, 2026)

Price — last 12 months

research preview data
16.3925.4934.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+4 QoQ
13F value
$295.7M
+29.1% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$268K calls / — puts

Institutional value by quarter

$129.9M
Q1 2024
$148.0M
Q2 2024
$182.5M
Q3 2024
$194.1M
Q4 2024
$179.1M
Q1 2025
$194.7M
Q2 2025
$224.7M
Q3 2025
$229.1M
Q4 2025
$295.7M
Q1 2026

Number of holders

83
Q1 2024
86
Q2 2024
94
Q3 2024
107
Q4 2024
113
Q1 2025
118
Q2 2025
122
Q3 2025
121
Q4 2025
125
Q1 2026

Who owns CARE?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider1.7M$38.9M0.0%-0.6%
Fourthstone LLC ★2Fundamental diversified1.5M$35.0M5.9%+21.5%
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.2M$27.4M0.0%+4.6%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical985.0K$23.0M0.0%
AMERICAN CENTURY COMPANIES INC Diversified mechanical540.9K$12.6M0.0%+14.2%
GEODE CAPITAL MANAGEMENT, LLC Index provider516.0K$12.0M0.0%+1.5%
STATE STREET CORP Index provider498.9K$11.6M0.0%-3.6%
KENNEDY CAPITAL MANAGEMENT LLC Other449.6K$10.5M0.2%+1.9%
Petiole USA ltd ★2Fundamental diversified381.4K$8.9M6.2%-1.4%
GOLDMAN SACHS GROUP INC Bank broker356.4K$8.3M0.0%+18.6%
MALTESE CAPITAL MANAGEMENT LLC Other328.9K$7.7M1.5%-16.9%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. Other227.7K$5.3M0.3%New
Huber Capital Management LLC ★2Fundamental diversified190.6K$4.4M0.7%-0.3%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Other189.4K$4.4M0.0%-0.9%
NORTHERN TRUST CORP Index provider175.5K$4.1M0.0%+2.4%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical163.9K$3.8M0.0%
ALGERT GLOBAL LLC Diversified mechanical156.8K$3.7M0.1%New
VANGUARD FIDUCIARY TRUST CO Diversified mechanical147.5K$3.4M0.0%
Squarepoint Ops LLC Quant stat arb136.0K$3.2M0.0%+51.1%
CITADEL ADVISORS LLC Multistrat pod135.7K$3.2M0.0%+213.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical134.9K$3.1M0.1%+6.5%
Diversified Trust Co Other131.5K$3.1M0.1%+0.1%
Trexquant Investment LP Diversified mechanical127.7K$3.0M0.0%+113.1%
MILLENNIUM MANAGEMENT LLC Multistrat pod124.0K$2.9M0.0%+1013.4%
MORGAN STANLEY Bank broker119.8K$2.8M0.0%-5.0%
MENDON CAPITAL ADVISORS CORP ★3Fundamental concentrated104.7K$2.4M0.9%-10.8%
Russell Investments Group, Ltd. Diversified mechanical104.1K$2.4M0.0%-0.1%
EJF Capital LP Other98.8K$2.3M1.6%-38.7%
Curi Capital, LLC Other93.3K$2.2M0.0%Held
Empowered Funds, LLC Diversified mechanical90.5K$2.1M0.0%New
Bank of New York Mellon Corp Diversified mechanical86.1K$2.0M0.0%-3.1%
SEI INVESTMENTS CO Diversified mechanical80.4K$1.9M0.0%+108.5%
FIRST TRUST ADVISORS LP Index provider78.0K$1.8M0.0%-0.7%
JANE STREET GROUP, LLC Market maker70.7K$1.6M0.0%+431.5%
UBS Group AG Bank broker68.3K$1.6M0.0%+94.5%
Oppenheimer & Close, LLC ★2Fundamental diversified62.5K$1.5M0.9%Held
FIRST MANHATTAN CO. LLC. Other60.0K$1.4M0.0%Held
AQR CAPITAL MANAGEMENT LLC Quant stat arb59.9K$1.4M0.0%+29.8%
Creative Planning Wealth advisor59.4K$1.4M0.0%+47.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider57.6K$1.3M0.0%-11.7%
BANK OF AMERICA CORP /DE/ Bank broker57.4K$1.3M0.0%+82.5%
STIFEL FINANCIAL CORP Diversified mechanical55.7K$1.3M0.0%Held
Daytona Street Capital LLC Other54.5K$1.3M1.0%+3.8%
AMERIPRISE FINANCIAL INC Bank broker47.9K$1.1M0.0%Held
Nuveen, LLC Diversified mechanical46.9K$1.1M0.0%-1.3%
XTX Topco Ltd Market maker35.6K$831K0.0%New
Quantinno Capital Management LP Diversified mechanical35.5K$828K0.0%+60.9%
Qube Research & Technologies Ltd Quant stat arb34.6K$808K0.0%New
PANAGORA ASSET MANAGEMENT INC Diversified mechanical33.5K$782K0.0%Held
WELLS FARGO & COMPANY/MN Bank broker33.3K$777K0.0%-15.3%

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