Carter Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.68 M | $32.69 M | -0.05% | 7.38% |
| VANGUARD GROUP INC | 11/07/2025 | 1.28 M | $24.93 M | -0.19% | 5.63% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.13 M | $21.93 M | 2.23% | 4.96% |
| FOURTHSTONE LLC | 11/14/2025 | 1.04 M | $20.16 M | 77.87% | 4.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 529.45 K | $10.28 M | -1.16% | 2.32% |
| STATE STREET CORP | 11/14/2025 | 526.90 K | $10.23 M | 2.63% | 2.31% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 441.08 K | $8.56 M | 12.94% | 1.93% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 413.20 K | $8.02 M | 18.21% | 1.81% |
| PETIOLE USA LTD | 11/13/2025 | 386.87 K | $7.51 M | 0.00% | 1.70% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 369.00 K | $7.16 M | 1.10% | 1.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 270.63 K | $5.25 M | 26.87% | 1.19% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 191.24 K | $3.71 M | -10.23% | 0.84% |
| HUBER CAPITAL MANAGEMENT LLC | 11/13/2025 | 190.55 K | $3.70 M | 0.00% | 0.84% |
| NORTHERN TRUST CORP | 11/14/2025 | 182.35 K | $3.54 M | -2.83% | 0.80% |
| MORGAN STANLEY | 11/14/2025 | 174.25 K | $3.38 M | -24.89% | 0.76% |
| EJF CAPITAL LLC | 11/12/2025 | 160.51 K | $3.12 M | 23.90% | 0.70% |
| DIVERSIFIED TRUST CO | 10/20/2025 | 134.10 K | $2.60 M | 0.00% | 0.59% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 123.65 K | $2.40 M | 20.85% | 0.54% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 117.39 K | $2.28 M | -17.56% | 0.51% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 109.01 K | $2.12 M | -31.92% | 0.48% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 105.32 K | $2.04 M | 17.00% | 0.46% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 93.31 K | $1.81 M | 0.01% | 0.41% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 82.41 K | $1.60 M | 457.58% | 0.36% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 75.57 K | $1.47 M | -6.29% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 72.40 K | $1.41 M | 1.56% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 67.63 K | $1.31 M | 0.14% | 0.30% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 64.63 K | $1.25 M | -35.13% | 0.28% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 64.34 K | $1.25 M | -18.71% | 0.28% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 63.64 K | $1.24 M | 23.10% | 0.28% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 62.50 K | $1.21 M | 0.00% | 0.27% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 60.00 K | $1.16 M | 0.00% | 0.26% |
| JPMORGAN CHASE & CO | 11/26/2025 | 59.12 K | $1.15 M | 9.78% | 0.26% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 55.77 K | $1.08 M | 29.95% | 0.24% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 47.97 K | $931.00 K | -5.30% | 0.21% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 47.90 K | $929.68 K | -30.15% | 0.21% |
| NUVEEN, LLC | 11/12/2025 | 47.56 K | $923.06 K | 0.00% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 47.46 K | $921.28 K | 21.82% | 0.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 46.80 K | $908.29 K | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2025 | 46.40 K | $900.59 K | -67.85% | 0.20% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 46.10 K | $894.80 K | -28.30% | 0.20% |
| JANE STREET GROUP, LLC | 11/14/2025 | 40.30 K | $782.18 K | -16.00% | 0.18% |
| CREATIVE PLANNING | 11/14/2025 | 37.10 K | $720.17 K | 95.12% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 37.09 K | $719.84 K | -23.71% | 0.16% |
| RHUMBLINE ADVISERS | 11/06/2025 | 35.09 K | $681.01 K | 0.01% | 0.15% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 34.10 K | $661.82 K | -2.85% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 33.00 K | $640.53 K | -47.62% | 0.14% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 32.79 K | $636.35 K | 8.82% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 32.28 K | $626.50 K | -15.36% | 0.14% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 32.27 K | $626.36 K | 0.62% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 31.75 K | $616.19 K | -6.07% | 0.14% |
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Carter Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Carter Bankshares, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.68 M
VANGUARD GROUP INC: 1.28 M
DIMENSIONAL FUND ADVISORS LP: 1.13 M
Fourthstone LLC: 1.04 M
GEODE CAPITAL MANAGEMENT, LLC: 529,448
STATE STREET CORP: 526,895
50.50% of Carter Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.72 M shares in the last 24 months. This purchase volume represents approximately $261.49 M in transactions.