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 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	1.67M	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
Sierra summit advisors	39.58K	0.15%	$1.35M

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
Massachusetts financial services co /ma/	67.27K	0.00%	67.27K	$2.29M
Sierra summit advisors	39.58K	0.15%	39.58K	$1.35M

Sold Out

Holder	Change
Sbi securities	-1.00
Nelson, van denburg & campbell wealth management group	-6.00
Capital performance advisors llp	-21.00
Root financial partners	-49.00
Massmutual trust co fsb/adv	-89.00

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	626.16K	2.83%	13.09K
iShares Russell 2000 ETF	612.36K	2.76%	6.60K
State Street® SPDR® S&PRgnllBkgETF	361.30K	1.63%	16.55K
DFA US Small Cap Value I	274.27K	1.23%	-
Vanguard Institutional Extnd Mkt Idx Tr	256.81K	1.16%	8.41K
Fidelity Enhanced Small Cap Core ETF	240.96K	1.09%	744.00
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 (1.67M 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 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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