Carter Bankshares Ownership | Who Owns Carter Bankshares?

Overview Forecast RevenueFinancials Chart

Carter Bankshares Ownership Summary

Carter Bankshares is owned by 56.23% institutional investors, 2.25% insiders, and 41.52% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.43% of CARE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.23% of its assets in Carter Bankshares shares.

CARE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carter Bankshares	56.23%	2.25%	41.52%
Sector	Financial Services Stocks	37.04%	15.58%	47.38%
Industry	Regional Banks Stocks	38.40%	12.62%	48.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.67M	7.43%	$38.92M
Blackrock	1.68M	7.37%	$25.37M
Fourthstone	1.50M	6.69%	$35.03M
Vanguard group	1.29M	5.90%	$25.34M
Dimensional fund advisors lp	1.18M	5.24%	$27.42M
American century companies	540.87K	2.41%	$12.61M
Geode capital management	515.98K	2.30%	$12.04M
State street	498.90K	2.22%	$11.63M
Kennedy capital management	449.62K	2.00%	$10.49M
Petiole usa	381.37K	1.70%	$8.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	381.37K	6.22%	$8.89M
Fourthstone	1.50M	5.94%	$35.03M
Ejf capital	98.76K	1.62%	$2.30M
Maltese capital management	328.89K	1.51%	$7.67M
Mendon capital advisors	104.69K	0.95%	$2.44M
Oppenheimer & close	62.50K	0.92%	$1.46M
Huber capital management	190.55K	0.69%	$4.44M
Basswood capital management	227.72K	0.25%	$5.31M
Kennedy capital management	449.62K	0.22%	$10.49M
Black maple capital management lp	10.00K	0.09%	$194.10K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	1.50M	5.94%	265.73K
Basswood capital management	227.72K	0.25%	227.72K
Algert global	156.78K	0.06%	156.78K
Vanguard fiduciary trust	147.47K	0.00%	147.47K
Millennium management	124.00K	0.00%	112.87K

Top Sellers

Holder	Shares	% Assets	Change
Maltese capital management	328.89K	1.51%	-66.91K
Regions financial	-	-	-65.00K
Acadian asset management	-	-	-64.99K
Ejf capital	98.76K	1.62%	-62.37K
Martingale asset management l p	-	-	-60.48K

New Positions

Holder	Shares	% Assets	Change	Value
Basswood capital management	227.72K	0.25%	227.72K	$5.31M
Algert global	156.78K	0.06%	156.78K	$3.66M
Vanguard fiduciary trust	147.47K	0.00%	147.47K	$3.44M
Xtx topco	35.64K	0.01%	35.64K	$831.17K
Retirement planning group	15.04K	0.01%	15.04K	$350.83K

Sold Out

Holder	Change
Sbi securities	-1.00
Nelson, van denburg & campbell wealth management group	-6.00
Capital performance advisors llp	-21.00
Physician wealth advisors	-43.00
Clearstead advisors	-57.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	123	-	12,626,565	7.58%	56	1.95%	63	43.18%	39	-30.36%
Dec 31, 2025	55	-55.28%	4,641,623	-59.70%	21	0.83%	16	-72.41%	25	-21.88%
Sep 30, 2025	55	-49.07%	6,053,043	-42.27%	26	1.26%	23	-62.90%	11	-63.33%
Jun 30, 2025	115	2.68%	11,220,073	-0.51%	49	2.02%	67	39.58%	31	-18.42%
Mar 31, 2025	111	4.72%	11,256,041	2.39%	49	2.12%	49	-23.44%	37	60.87%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	715.02K	3.23%	-
Vanguard US Total Market Shares ETF	713.08K	3.08%	-
iShares Russell 2000 ETF	536.56K	2.43%	4.51K
Avantis US Small Cap Value ETF	464.27K	2.10%	-
DFA US Small Cap Value I	262.58K	1.19%	5.82K
Vanguard Institutional Extnd Mkt Idx Tr	246.64K	1.11%	2.36K
Kennedy Micro Cap	215.55K	0.97%	3.90K
Fidelity Small Cap Index	213.84K	0.96%	2.64K
Huber Small Cap Value	190.15K	0.86%	-
iShares Russell 2000 Value ETF	156.45K	0.71%	840.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 12, 2026	Langs Bradford N.	PRESIDENT, CHIEF STRATEGY OFCR	Sell	$145.56K
May 06, 2026	Walsh Elizabeth L.	-	Buy	$119.86K
May 05, 2026	Haskins James W.	-	Sell	$26.04K
Oct 30, 2025	Bolton Robert M.	-	Sell	$32.75K
Sep 10, 2025	Speare Matthew M.	SEVP, CHIEF OPERATING OFFICER	Sell	$268.75K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	2
2026 Q1	-	-
2025 Q4	-	1
2025 Q3	-	4
2025 Q2	1	7

CARE Ownership FAQ

Who Owns Carter Bankshares?

Carter Bankshares shareholders are primarily institutional investors at 56.23%, followed by 2.25% insiders and 41.52% retail investors. The average institutional ownership in Carter Bankshares's industry, Regional Banks Stocks, is 38.40%, which Carter Bankshares exceeds.

Who owns the most shares of Carter Bankshares?

Carter Bankshares’s largest shareholders are Blackrock funding, inc. /de (1.67M shares, 7.43%), Blackrock (1.68M shares, 7.37%), and Fourthstone (1.5M shares, 6.69%). Together, they hold 21.49% of Carter Bankshares’s total shares outstanding.

Does Blackrock own Carter Bankshares?

Yes, BlackRock owns 7.37% of Carter Bankshares, totaling 1.68M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.37M$. In the last quarter, BlackRock increased its holdings by 33.04K shares, a 2.01% change.

Who is Carter Bankshares’s biggest shareholder by percentage of total assets invested?

Petiole usa is Carter Bankshares’s biggest shareholder by percentage of total assets invested, with 6.22% of its assets in 381.37K Carter Bankshares shares, valued at 8.89M$.

Who is the top mutual fund holder of Carter Bankshares shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Carter Bankshares shares, with 3.23% of its total shares outstanding invested in 715.02K Carter Bankshares shares.

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