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 8.22% of CARE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.08% 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	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.12%	12.89%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.80M	8.22%	$61.11M
Blackrock	1.68M	7.37%	$25.37M
Vanguard group	1.29M	5.90%	$25.34M
Dimensional fund advisors lp	1.26M	5.75%	$42.72M
Vanguard capital management	955.88K	4.38%	$32.51M
State street	912.31K	4.18%	$31.03M
American century companies	709.57K	3.25%	$24.13M
Lazard asset management	640.74K	2.93%	$21.79M
Geode capital management	576.61K	2.64%	$19.61M
Acadian asset management	387.40K	1.77%	$13.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	179.22K	4.38%	$6.10M
Oppenheimer & close	62.50K	1.34%	$2.13M
Semanteon capital management, lp	7.56K	1.16%	$257.12K
Huber capital management	183.55K	0.92%	$6.24M
Ejf capital	36.00K	0.82%	$1.22M
Maltese capital management	105.00K	0.65%	$3.57M
Kennedy capital management	384.08K	0.23%	$13.06M
Hillsdale investment management	263.66K	0.20%	$8.97M
Basswood capital management	131.61K	0.18%	$4.48M
Sierra summit advisors	39.58K	0.15%	$1.35M

Top Buyers

Holder	Shares	% Assets	Change
Lazard asset management	640.74K	0.03%	640.74K
State street	912.31K	0.00%	413.41K
Acadian asset management	387.40K	0.02%	387.40K
Hillsdale investment management	263.66K	0.20%	263.66K
Aqr capital management	299.72K	0.00%	239.81K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-1.50M
Maltese capital management	105.00K	0.65%	-223.89K
Petiole usa	179.22K	4.38%	-202.15K
Squarepoint ops	-	-	-135.99K
Citadel advisors	24.60K	0.00%	-111.06K

New Positions

Holder	Shares	% Assets	Change	Value
Lazard asset management	640.74K	0.03%	640.74K	$21.79M
Hillsdale investment management	263.66K	0.20%	263.66K	$8.97M
Tudor investment corp et al	161.42K	0.01%	161.42K	$5.49M
Mackenzie financial	89.92K	0.00%	89.92K	$3.06M
Segall bryant & hamill	87.91K	0.04%	87.91K	$2.99M

Sold Out

Holder	Change
Sbi securities	-1.00
Nelson, van denburg & campbell wealth management group	-6.00
Mai capital management	-16.00
Capital performance advisors llp	-21.00
Covestor	-26.00

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 US Total Market Shares ETF	713.08K	3.08%	-
Vanguard Morn Total Stk Mkt Idx Investor	676.58K	3.05%	15.20K
Vanguard Total Stock Mkt Idx Inv	676.58K	3.04%	15.20K
Avantis US Small Cap Value ETF	630.56K	2.85%	2.10K
iShares Russell 2000 ETF	604.35K	2.73%	-10.75K
State Street® SPDR® S&PRgnllBkgETF	348.06K	1.57%	-18.66K
DFA US Small Cap Value I	274.27K	1.24%	-
Vanguard Institutional Extnd Mkt Idx Tr	256.81K	1.16%	8.41K
Fidelity Enhanced Small Cap Core ETF	242.44K	1.09%	930.00
Fidelity Small Cap Index	214.78K	0.97%	1.52K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 30, 2026	Bolton Robert M.	-	Sell	$51.90K
Jul 30, 2026	Langs Bradford N.	PRESIDENT, CHIEF STRATEGY OFCR	Sell	$86.34K
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

Insider Transactions Trends

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

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 38.12%, which Carter Bankshares exceeds.

Who owns the most shares of Carter Bankshares?

Carter Bankshares’s largest shareholders are Blackrock funding, inc. /de (1.8M shares, 8.22%), Blackrock (1.68M shares, 7.37%), and Vanguard group (1.29M shares, 5.90%). 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 4.38% of its assets in 179.22K Carter Bankshares shares, valued at 6.1M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Carter Bankshares shares, with 3.08% of its total shares outstanding invested in 713.08K Carter Bankshares shares.

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