Carter Bankshares Ownership | Who Owns Carter Bankshares?

Carter Bankshares Ownership Summary

Carter Bankshares is owned by 49.20% institutional investors, 2.16% insiders, and 48.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.39% of CARE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.11% of its assets in Carter Bankshares shares.

CARE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carter Bankshares	49.20%	2.16%	48.64%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.68M	7.39%	$29.22M
Blackrock	1.68M	7.37%	$25.37M
Vanguard group	1.28M	5.59%	$22.46M
Dimensional fund advisors lp	1.02M	4.45%	$17.87M
Fourthstone	551.01K	2.41%	$9.69M
Geode capital management	522.25K	2.29%	$9.19M
State street	514.61K	2.25%	$9.05M
Kennedy capital management	390.56K	1.71%	$6.77M
Petiole usa	386.87K	1.70%	$6.71M
Maltese capital management	364.97K	1.60%	$6.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	386.87K	4.75%	$6.71M
Fourthstone	551.01K	1.89%	$9.69M
Ejf capital	129.54K	1.79%	$2.25M
Mendon capital advisors	142.39K	1.20%	$2.47M
Maltese capital management	364.97K	0.89%	$6.33M
Huber capital management	190.55K	0.56%	$3.30M
Salzhauer michael	27.74K	0.26%	$538.51K
Kennedy capital management	390.56K	0.16%	$6.77M
Black maple capital management lp	17.13K	0.13%	$296.96K
Bridgeway capital management	145.05K	0.06%	$2.55M

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	551.01K	1.89%	276.53K
Ubs group	135.51K	0.00%	124.75K
Maltese capital management	364.97K	0.89%	76.52K
Rmb capital management	93.30K	0.03%	74.18K
Mendon capital advisors	142.39K	1.20%	73.28K

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	217.66K	0.00%	-682.25K
Blackrock funding, inc. /de	1.68M	0.00%	-78.46K
Regions financial	-	-	-65.00K
Mackenzie financial	-	-	-50.07K
Basswood capital management	-	-	-40.58K

New Positions

Holder	Shares	% Assets	Change	Value
Campbell & co investment adviser	16.91K	0.02%	16.91K	$293.20K
Aqr capital management	13.38K	0.00%	13.38K	$235.37K
Prudential financial	12.88K	0.00%	12.88K	$226.56K
Bnp paribas arbitrage, snc	11.16K	0.00%	11.16K	$196.30K
Rhino investment partners	6.91K	0.03%	6.91K	$119.80K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Capital performance advisors llp	-21.00
Pnc financial services group	-42.00
Srs capital advisors	-60.00
Us bancorp \de\	-65.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	95	10.47%	10,418,445	6.88%	45	2.49%	52	4.00%	23	15.00%
Jun 30, 2024	86	3.61%	9,747,861	0.69%	42	2.47%	50	72.41%	20	-42.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	705.21K	3.11%	-12.86K
Vanguard US Total Market Shares ETF	713.08K	3.08%	-
iShares Russell 2000 ETF	581.64K	2.57%	-
Avantis US Small Cap Value ETF	319.58K	1.41%	1.82K
Vanguard Institutional Extnd Mkt Idx Tr	247.93K	1.09%	-105.02K
DFA US Small Cap Value I	244.19K	1.08%	7.16K
Fidelity Small Cap Index	224.71K	0.99%	941.00
Kennedy Micro Cap	213.71K	0.92%	15.40K
Huber Small Cap Value	190.15K	0.84%	55.34K
iShares Russell 2000 Value ETF	164.06K	0.72%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Jun 11, 2025	Bloomfield Kevin S.	-	Sell	$27.38K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	1	7
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-

CARE Ownership FAQ

Who Owns Carter Bankshares?

Carter Bankshares shareholders are primarily institutional investors at 49.20%, followed by 2.16% insiders and 48.64% retail investors. The average institutional ownership in Carter Bankshares's industry, Regional Banks Stocks, is 53.95%, 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, 7.39%), Blackrock (1.68M shares, 7.37%), and Vanguard group (1.28M shares, 5.59%). Together, they hold 20.35% 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 4.75% of its assets in 386.87K Carter Bankshares shares, valued at 6.71M$.

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 3.11% of its total shares outstanding invested in 705.21K Carter Bankshares shares.

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