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Carter Bankshares, Inc. (CARE) Institutional Ownership & Insider Trading

163 institutions reported holding Carter Bankshares, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 7 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CARECarter Bankshares, Inc.Follow CARE — free
Banks - Regional · Financials
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Price chart with a free account
Market cap
677.6M
P/E TTM
5.3
Dividend yield
—
52-week
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Next earnings
27 Jan, in 95 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

163 institutions held 65.5% of the shares. Across filers that reported both quarters, shares held changed +28.9%.

Increased+56New+47Decreased-31Closed-8

Largest moves, shares (millions)

Lazard Asset Management+0.6MState Street+0.4MAcadian Asset Management+0.4MMaltese Capital Management-0.2MPetiole USA-0.2MSquarepoint Ops-0.1M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.6Sep 24+0.5Dec 24-0.2Mar 25-0.1Jun 25+0.3Sep 25+0.0Dec 25+0.9Mar 26+3.2Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2616315+28.9%5647318
Mar 2612513+8.9%4610349
Dec 2512012+0.1%24104712
Sep 2511912+3.1%3410347
Jun 2511611-0.4%47152710
Mar 2511211-1.8%3411365
Dec 2410411+5.1%3919207
Sep 249210+6.8%3213236

Carter Bankshares, Inc. — questions

Who owns Carter Bankshares, Inc. stock?
163 institutions reported Carter Bankshares, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.1%), DIMENSIONAL FUND ADVISORS LP (5.7%), VANGUARD CAPITAL MANAGEMENT LLC (4.3%).
Are Carter Bankshares, Inc. insiders buying or selling?
7 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Carter Bankshares, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.