Carter Bankshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.68 M | $33.01 M | -0.30% | 7.68% |
| VANGUARD GROUP INC | 01/29/2026 | 1.29 M | $25.34 M | 0.36% | 5.90% |
| FOURTHSTONE LLC | 02/13/2026 | 1.24 M | $24.31 M | 19.05% | 5.66% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.12 M | $22.09 M | -0.56% | 5.14% |
| STATE STREET CORP | 02/13/2026 | 517.34 K | $10.17 M | -1.81% | 2.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 508.32 K | $10.00 M | -3.99% | 2.33% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 473.79 K | $9.31 M | 14.66% | 2.17% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 441.28 K | $8.68 M | 0.05% | 2.02% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/17/2026 | 395.80 K | $7.78 M | 7.26% | 1.81% |
| PETIOLE USA LTD | 02/20/2026 | 386.87 K | $7.61 M | 0.00% | 1.77% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 300.55 K | $5.91 M | 11.06% | 1.38% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 191.24 K | $3.76 M | 0.00% | 0.87% |
| HUBER CAPITAL MANAGEMENT LLC | 02/13/2026 | 191.05 K | $3.76 M | 0.26% | 0.87% |
| NORTHERN TRUST CORP | 02/17/2026 | 171.29 K | $3.37 M | -6.06% | 0.78% |
| EJF CAPITAL LLC | 02/17/2026 | 161.13 K | $3.17 M | 0.39% | 0.74% |
| DIVERSIFIED TRUST CO | 01/09/2026 | 131.39 K | $2.58 M | -2.02% | 0.60% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 126.66 K | $2.49 M | 16.19% | 0.58% |
| MORGAN STANLEY | 02/13/2026 | 126.19 K | $2.48 M | -27.58% | 0.58% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 117.39 K | $2.31 M | 0.00% | 0.54% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 104.22 K | $2.05 M | -15.72% | 0.48% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 93.30 K | $1.83 M | -0.01% | 0.43% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 90.02 K | $1.77 M | 100.00% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 88.91 K | $1.75 M | 22.81% | 0.41% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 82.28 K | $1.62 M | 27.31% | 0.38% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 78.52 K | $1.54 M | -4.72% | 0.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 65.27 K | $1.28 M | -3.48% | 0.30% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 64.99 K | $1.28 M | -38.30% | 0.30% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 62.50 K | $1.23 M | 0.00% | 0.29% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 60.48 K | $1.19 M | 100.00% | 0.28% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 60.00 K | $1.18 M | 0.00% | 0.27% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 59.92 K | $1.18 M | 24.92% | 0.27% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 55.72 K | $1.10 M | -0.09% | 0.25% |
| 01/21/2026 | 52.54 K | $1.03 M | 100.00% | 0.24% | |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 47.90 K | $941.64 K | 0.00% | 0.22% |
| NUVEEN, LLC | 02/12/2026 | 47.56 K | $934.95 K | 0.00% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 46.80 K | $919.99 K | 0.00% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 46.16 K | $907.52 K | -2.75% | 0.21% |
| CITADEL ADVISORS LLC | 02/17/2026 | 43.34 K | $852.06 K | -6.59% | 0.20% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 42.62 K | $837.83 K | -43.61% | 0.20% |
| CREATIVE PLANNING | 02/17/2026 | 40.22 K | $790.80 K | 8.41% | 0.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 39.37 K | $774.08 K | 20.10% | 0.18% |
| JPMORGAN CHASE & CO | 02/11/2026 | 38.67 K | $760.33 K | -34.58% | 0.18% |
| SEI INVESTMENTS CO | 02/13/2026 | 38.54 K | $757.75 K | 100.00% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 36.70 K | $721.52 K | 11.21% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 35.10 K | $690.01 K | 53.88% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 34.90 K | $686.17 K | 8.13% | 0.16% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 33.52 K | $658.98 K | -47.90% | 0.15% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 33.10 K | $650.69 K | -2.93% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.47 K | $618.70 K | -0.87% | 0.14% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 31.38 K | $617.00 K | 100.00% | 0.14% |
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Carter Bankshares Inc institutional Ownership - FAQ's
During the previous two years, 148 institutional investors and hedge funds held shares of Carter Bankshares Inc. The most heavily invested institutionals were:
Diversified Trust Co: 131,488
Bank of New York Mellon Corp: 86,144
UBS Group AG: 68,268
Nuveen, LLC: 46,919
Retirement Planning Group: 15,044
TRUIST FINANCIAL CORP: 13,720
53.69% of Carter Bankshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.99 M shares in the last 24 months. This purchase volume represents approximately $285.43 M in transactions.