Carter Bankshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.67 M | $38.92 M | -0.60% | 7.43% |
| FOURTHSTONE LLC | 05/15/2026 | 1.50 M | $35.03 M | 21.49% | 6.69% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.18 M | $27.42 M | 4.64% | 5.24% |
| 05/15/2026 | 984.98 K | $22.97 M | 100.00% | 4.39% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 540.87 K | $12.61 M | 14.16% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 515.98 K | $12.04 M | 1.51% | 2.30% |
| STATE STREET CORP | 05/15/2026 | 498.90 K | $11.63 M | -3.56% | 2.22% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 449.62 K | $10.49 M | 1.89% | 2.00% |
| PETIOLE USA LTD | 05/14/2026 | 381.37 K | $8.89 M | -1.42% | 1.70% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 356.39 K | $8.31 M | 18.58% | 1.59% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 328.89 K | $7.67 M | -16.91% | 1.46% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 227.72 K | $5.31 M | 100.00% | 1.01% |
| HUBER CAPITAL MANAGEMENT LLC | 05/12/2026 | 190.55 K | $4.44 M | -0.26% | 0.85% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 189.43 K | $4.42 M | -0.95% | 0.84% |
| NORTHERN TRUST CORP | 05/14/2026 | 175.47 K | $4.09 M | 2.44% | 0.78% |
| 05/08/2026 | 163.88 K | $3.82 M | 100.00% | 0.73% | |
| ALGERT GLOBAL LLC | 05/14/2026 | 156.78 K | $3.66 M | 100.00% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 147.48 K | $3.44 M | 100.00% | 0.66% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 135.99 K | $3.17 M | 51.07% | 0.61% |
| CITADEL ADVISORS LLC | 05/15/2026 | 135.67 K | $3.16 M | 213.02% | 0.60% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 134.86 K | $3.14 M | 6.47% | 0.60% |
| DIVERSIFIED TRUST CO | 04/16/2026 | 131.49 K | $3.07 M | 0.08% | 0.59% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 127.71 K | $2.98 M | 113.15% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 124.00 K | $2.89 M | 1,013.44% | 0.55% |
| MORGAN STANLEY | 05/15/2026 | 119.82 K | $2.79 M | -5.05% | 0.53% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 104.69 K | $2.44 M | -10.82% | 0.47% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 104.11 K | $2.43 M | -0.11% | 0.46% |
| EJF CAPITAL LLC | 05/13/2026 | 98.76 K | $2.30 M | -38.71% | 0.44% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 93.30 K | $2.18 M | 0.00% | 0.42% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 90.47 K | $2.11 M | 9.96% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 86.14 K | $2.01 M | -3.12% | 0.38% |
| SEI INVESTMENTS CO | 05/13/2026 | 80.38 K | $1.87 M | 108.54% | 0.36% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 78.01 K | $1.82 M | -0.65% | 0.35% |
| JANE STREET GROUP, LLC | 05/12/2026 | 70.75 K | $1.65 M | 431.49% | 0.32% |
| UBS GROUP AG | 05/05/2026 | 68.27 K | $1.59 M | 94.51% | 0.30% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 62.50 K | $1.46 M | 0.00% | 0.28% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 60.00 K | $1.40 M | 0.00% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 59.91 K | $1.40 M | 29.79% | 0.27% |
| CREATIVE PLANNING | 05/12/2026 | 59.39 K | $1.39 M | 47.66% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 57.64 K | $1.34 M | -11.69% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 57.44 K | $1.34 M | 82.51% | 0.26% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 55.72 K | $1.30 M | 0.00% | 0.25% |
| 04/10/2026 | 54.54 K | $1.28 M | 3.81% | 0.24% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 47.90 K | $1.12 M | 0.00% | 0.21% |
| NUVEEN, LLC | 04/30/2026 | 46.92 K | $1.09 M | -1.34% | 0.21% |
| XTX TOPCO LTD | 05/15/2026 | 35.64 K | $831.17 K | 100.00% | 0.16% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 35.49 K | $827.60 K | 60.95% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 34.63 K | $807.55 K | 100.00% | 0.15% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 33.52 K | $781.66 K | 0.00% | 0.15% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 33.34 K | $777.48 K | -15.32% | 0.15% |
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Carter Bankshares Inc institutional Ownership - FAQ's
During the previous two years, 147 institutional investors and hedge funds held shares of Carter Bankshares Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.67 M
Fourthstone LLC: 1.5 M
DIMENSIONAL FUND ADVISORS LP: 1.18 M
AMERICAN CENTURY COMPANIES INC: 540,866
GEODE CAPITAL MANAGEMENT, LLC: 515,975
STATE STREET CORP: 498,902
56.49% of Carter Bankshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.96 M shares in the last 24 months. This purchase volume represents approximately $305.17 M in transactions.