Carter Bankshares Ownership | Who Owns Carter Bankshares?
Carter Bankshares Ownership Summary
Carter Bankshares is owned by 26.54% institutional investors, 2.15% insiders, and 71.31% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.38% 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 | 26.54% | 2.15% | 71.31% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.68M | 7.38% | $32.69M |
| Blackrock | 1.68M | 7.37% | $25.37M |
| Vanguard group | 1.28M | 5.63% | $24.93M |
| Dimensional fund advisors lp | 1.13M | 4.96% | $21.93M |
| Fourthstone | 1.04M | 4.55% | $20.16M |
| Geode capital management | 529.45K | 2.32% | $10.28M |
| 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 | 1.04M | 3.62% | $20.16M |
| 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 | 0.82% | $1.21M |
| Huber capital management | 190.55K | 0.59% | $3.70M |
| Salzhauer michael | 27.74K | 0.26% | $538.51K |
| 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 | 1.04M | 3.62% | 454.65K |
| First trust advisors lp | 82.41K | 0.00% | 67.63K |
| American century companies | 413.20K | 0.00% | 63.66K |
| Goldman sachs group | 270.63K | 0.00% | 57.31K |
| Kennedy capital management | 441.08K | 0.19% | 50.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Regions financial | - | - | -65.00K |
| Morgan stanley | 174.25K | 0.00% | -57.74K |
| Group one trading | - | - | -52.66K |
| Bridgeway capital management | 109.01K | 0.05% | -51.10K |
| Mackenzie financial | - | - | -50.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Srs capital advisors | 4.98K | 0.00% | 4.98K | $96.60K |
| State of alaska, department of revenue | 942.00 | 0.00% | 942.00 | $18.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Capital performance advisors llp | -21.00 |
| Us bancorp \de\ | -65.00 |
| Massmutual trust co fsb/adv | -89.00 |
| Innealta capital | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 95 | 10.47% | 10,418,445 | 6.88% | 45 | 2.49% | 52 | 4.00% | 23 | 15.00% |
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 |
|---|---|---|---|---|
| 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 |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | 1 | 7 |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
CARE Ownership FAQ
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