Carter Bankshares Ownership | Who Owns Carter Bankshares?

Carter Bankshares Ownership Summary

Carter Bankshares is owned by 21.24% institutional investors, 2.22% insiders, and 76.55% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.68% of CARE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.24% of its assets in Carter Bankshares shares.

CARE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carter Bankshares	21.24%	2.22%	76.55%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.68M	7.68%	$33.01M
Blackrock	1.68M	7.37%	$25.37M
Vanguard group	1.29M	5.90%	$25.34M
Fourthstone	1.24M	5.66%	$24.31M
Dimensional fund advisors lp	1.12M	5.14%	$22.09M
Geode capital management	508.32K	2.33%	$10.00M
State street	526.89K	2.31%	$10.23M
Kennedy capital management	441.08K	1.93%	$8.56M
American century companies	413.20K	1.81%	$8.02M
Petiole usa	386.87K	1.70%	$7.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	386.87K	5.19%	$7.51M
Fourthstone	1.24M	4.55%	$24.31M
Ejf capital	160.50K	1.81%	$3.12M
Maltese capital management	369.00K	1.08%	$7.16M
Mendon capital advisors	117.39K	0.87%	$2.28M
Oppenheimer & close	62.50K	0.84%	$1.23M
Huber capital management	191.05K	0.55%	$3.76M
Salzhauer michael	27.74K	0.22%	$545.45K
Kennedy capital management	441.08K	0.19%	$8.56M
Black maple capital management lp	10.00K	0.09%	$194.10K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	1.24M	4.55%	197.85K
First trust advisors lp	82.41K	0.00%	67.63K
American century companies	413.20K	0.00%	63.66K
Kennedy capital management	441.08K	0.19%	50.52K
Millennium management	92.48K	0.00%	48.87K

Top Sellers

Holder	Shares	% Assets	Change
Regions financial	-	-	-65.00K
Group one trading	-	-	-52.66K
Bridgeway capital management	109.01K	0.05%	-51.10K
Mackenzie financial	-	-	-50.07K
Morgan stanley	126.19K	0.00%	-48.06K

New Positions

Holder	Shares	% Assets	Change	Value
Sei investments	38.54K	0.00%	38.54K	$757.75K
Gsa capital partners llp	31.38K	0.05%	31.38K	$617.00K
Quantinno capital management lp	17.02K	0.00%	17.02K	$330.40K
Aqr capital management	13.38K	0.00%	13.38K	$235.37K
Polymer capital management (us)	12.73K	0.03%	12.73K	$247.01K

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 %
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%
Dec 31, 2024	39	-58.95%	4,215,529	-59.54%	18	0.89%	22	-57.69%	8	-65.22%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	715.02K	3.24%	-
Vanguard US Total Market Shares ETF	713.08K	3.08%	-
iShares Russell 2000 ETF	567.09K	2.57%	-6.02K
Avantis US Small Cap Value ETF	439.53K	1.99%	1.80K
DFA US Small Cap Value I	251.78K	1.14%	-
Vanguard Institutional Extnd Mkt Idx Tr	239.45K	1.08%	1.92K
Fidelity Small Cap Index	224.95K	1.02%	-267.00
Kennedy Micro Cap	211.65K	0.96%	-1.31K
Huber Small Cap Value	190.15K	0.86%	-
iShares Russell 2000 Value ETF	164.10K	0.74%	-78.64K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 30, 2025	Bolton Robert M.	-	Sell	$32.75K
Sep 10, 2025	Speare Matthew M.	SEVP, CHIEF OPERATING OFFICER	Sell	$268.75K
Aug 26, 2025	Bell Wendy S.	SENIOR EXECUTIVE VP, CFO	Sell	$4.88K
Jul 30, 2025	Midkiff Catharine L.	-	Sell	$35.52K
Jul 28, 2025	Haskins James W.	-	Sell	$35.68K

Insider Transactions Trends

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

CARE Ownership FAQ

Who Owns Carter Bankshares?

Carter Bankshares shareholders are primarily institutional investors at 21.24%, followed by 2.22% insiders and 76.54% retail investors. The average institutional ownership in Carter Bankshares's industry, Regional Banks Stocks, is 31.75%, which Carter Bankshares falls below.

Who owns the most shares of Carter Bankshares?

Carter Bankshares’s largest shareholders are Blackrock funding, inc. /de (1.68M shares, 7.68%), Blackrock (1.68M shares, 7.37%), and Vanguard group (1.29M shares, 5.90%). Together, they hold 20.95% 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 5.19% of its assets in 386.87K Carter Bankshares shares, valued at 7.51M$.

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 3.24% of its total shares outstanding invested in 715.02K Carter Bankshares shares.

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