Carter Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.75 M | $30.72 M | 2.81% | 7.65% |
| VANGUARD GROUP INC | 02/11/2025 | 1.28 M | $22.46 M | -2.16% | 5.59% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.02 M | $17.87 M | 5.39% | 4.45% |
| FOURTHSTONE LLC | 02/13/2025 | 551,013 | $9.69 M | 100.75% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 522,252 | $9.19 M | -0.26% | 2.29% |
| STATE STREET CORP | 02/14/2025 | 514,606 | $9.05 M | 3.63% | 2.25% |
| PETIOLE USA LTD | 02/13/2025 | 386,873 | $6.81 M | -2.52% | 1.69% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 343,193 | $6.04 M | 1.25% | 1.50% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 324,569 | $5.71 M | 27.92% | 1.42% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 275,808 | $4.85 M | 19.13% | 1.21% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 217,662 | $3.83 M | -75.81% | 0.95% |
| EJF CAPITAL LLC | 02/14/2025 | 203,865 | $3.59 M | 13.31% | 0.89% |
| HUBER CAPITAL MANAGEMENT LLC | 02/12/2025 | 202,467 | $3.56 M | -0.98% | 0.89% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/14/2025 | 201,000 | $3.54 M | 100.00% | 0.88% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 184,340 | $3.24 M | 15.91% | 0.81% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 145,053 | $2.55 M | 2.90% | 0.64% |
| UBS GROUP AG | 02/14/2025 | 135,511 | $2.38 M | 1,159.28% | 0.59% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 133,008 | $2.34 M | 23.53% | 0.58% |
| JPMORGAN CHASE & CO | 02/12/2025 | 124,453 | $2.19 M | 101.12% | 0.55% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 123,083 | $2.17 M | 0.06% | 0.54% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 109,852 | $1.93 M | 10.68% | 0.48% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 92,476 | $1.63 M | 112.07% | 0.41% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 91,625 | $1.61 M | -13.41% | 0.40% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 84,568 | $1.49 M | 5.09% | 0.37% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 76,308 | $1.34 M | 5,048.99% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 72,300 | $1.27 M | -20.90% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 70,240 | $1.24 M | -6.35% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 65,616 | $1.15 M | 2.80% | 0.29% |
| MENDON CAPITAL ADVISORS CORP | 02/14/2025 | 64,117 | $1.13 M | 100.00% | 0.28% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 62,485 | $1.10 M | 12.87% | 0.27% |
| FIRST MANHATTAN CO. LLC. | 02/14/2025 | 60,000 | $1.06 M | 0.00% | 0.26% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 59,500 | $1.05 M | 12.05% | 0.26% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 56,562 | $994,926 | 27.51% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 56,370 | $991,548 | 0.00% | 0.25% |
| RHUMBLINE ADVISERS | 01/30/2025 | 50,637 | $890,694 | 3.91% | 0.22% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 43,418 | $763,723 | 170.89% | 0.19% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 42,067 | $739,959 | -6.66% | 0.18% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 41,866 | $736,423 | -3.35% | 0.18% |
| INVESCO LTD. | 02/13/2025 | 38,142 | $670,918 | 1.71% | 0.17% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 01/28/2025 | 36,099 | $634,981 | 100.00% | 0.16% |
| BARCLAYS PLC | 02/13/2025 | 34,303 | $603,000 | 15.06% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 28,696 | $504,762 | 11.32% | 0.13% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 28,614 | $503,320 | 100.00% | 0.13% |
| MACKENZIE FINANCIAL CORP | 02/20/2025 | 28,030 | $493,048 | 100.00% | 0.12% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 25,737 | $452,714 | -17.87% | 0.11% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 02/14/2025 | 23,803 | $418,695 | 100.00% | 0.10% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 22,070 | $388,211 | 0.00% | 0.10% |
| HSBC HOLDINGS PLC | 02/14/2025 | 21,153 | $373,350 | 100.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 19,573 | $344,289 | 0.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 19,500 | $343,005 | -30.36% | 0.09% |
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Carter Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Carter Bankshares, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.75 M
VANGUARD GROUP INC: 1.28 M
DIMENSIONAL FUND ADVISORS LP: 1.02 M
Fourthstone LLC: 551,013
GEODE CAPITAL MANAGEMENT, LLC: 522,252
STATE STREET CORP: 514,606
48.15% of Carter Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.03 M shares in the last 24 months. This purchase volume represents approximately $224.20 M in transactions.