Carter Bankshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.80 M | $61.11 M | 7.67% | 8.23% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.26 M | $42.72 M | 6.82% | 5.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 955.88 K | $32.51 M | -2.96% | 4.38% |
| STATE STREET CORP | 08/07/2026 | 912.31 K | $31.03 M | 82.86% | 4.18% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 709.57 K | $24.13 M | 31.19% | 3.25% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 640.74 K | $21.79 M | 100.00% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 576.61 K | $19.61 M | 11.75% | 2.64% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 387.40 K | $13.17 M | 100.00% | 1.77% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 384.08 K | $13.06 M | -14.58% | 1.76% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 373.75 K | $12.71 M | 4.87% | 1.71% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 301.84 K | $10.27 M | 84.19% | 1.38% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 299.72 K | $10.19 M | 400.26% | 1.37% |
| ALGERT GLOBAL LLC | 08/13/2026 | 278.21 K | $9.46 M | 77.45% | 1.27% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 263.66 K | $8.97 M | 100.00% | 1.21% |
| MORGAN STANLEY | 08/13/2026 | 222.63 K | $7.57 M | 85.80% | 1.02% |
| NUVEEN, LLC | 08/11/2026 | 195.19 K | $6.64 M | 316.00% | 0.89% |
| NORTHERN TRUST CORP | 08/13/2026 | 189.82 K | $6.46 M | 8.18% | 0.87% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 186.23 K | $6.33 M | 78.88% | 0.85% |
| HUBER CAPITAL MANAGEMENT LLC | 08/12/2026 | 183.55 K | $6.24 M | -3.67% | 0.84% |
| PETIOLE USA LTD | 08/13/2026 | 179.22 K | $6.10 M | -53.01% | 0.82% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 161.42 K | $5.49 M | 100.00% | 0.74% |
| FMR LLC | 08/13/2026 | 154.05 K | $5.24 M | 2,248.03% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 148.23 K | $5.04 M | 0.51% | 0.68% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 144.39 K | $4.91 M | -23.78% | 0.66% |
| DIVERSIFIED TRUST CO | 07/17/2026 | 141.76 K | $4.82 M | 7.81% | 0.65% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 141.68 K | $4.82 M | 5.06% | 0.65% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 131.61 K | $4.48 M | -42.20% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 106.59 K | $3.63 M | 251.74% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 106.33 K | $3.62 M | 85.12% | 0.49% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 105.00 K | $3.57 M | -68.07% | 0.48% |
| JUPITER TOPCO LLC | 08/14/2026 | 101.72 K | $3.46 M | 100.00% | 0.47% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 100.40 K | $3.41 M | -21.39% | 0.46% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 97.30 K | $3.31 M | 7.55% | 0.45% |
| CREATIVE PLANNING | 08/13/2026 | 96.46 K | $3.28 M | 62.42% | 0.44% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 93.23 K | $3.17 M | 19.51% | 0.43% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 91.90 K | $3.13 M | 100.00% | 0.42% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 89.92 K | $3.06 M | 100.00% | 0.41% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 87.91 K | $2.99 M | 100.00% | 0.40% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 85.51 K | $2.91 M | 100.00% | 0.39% |
| INVESCO LTD. | 08/14/2026 | 84.66 K | $2.88 M | 180.14% | 0.39% |
| AQUATIC CAPITAL MANAGEMENT LLC | 08/14/2026 | 81.10 K | $2.76 M | 100.00% | 0.37% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 79.18 K | $2.69 M | 100.00% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 71.54 K | $2.43 M | -16.96% | 0.33% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 67.27 K | $2.29 M | 100.00% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 63.34 K | $2.15 M | 9.89% | 0.29% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 63.34 K | $2.15 M | 100.00% | 0.29% |
| OPPENHEIMER & CLOSE, LLC | 08/12/2026 | 62.50 K | $2.13 M | 0.00% | 0.29% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 60.00 K | $2.04 M | 0.00% | 0.27% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 57.89 K | $1.97 M | 20.87% | 0.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 53.30 K | $1.81 M | 359.43% | 0.24% |
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Carter Bankshares Inc institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Carter Bankshares Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.8 M
DIMENSIONAL FUND ADVISORS LP: 1.26 M
VANGUARD CAPITAL MANAGEMENT LLC: 955,877
STATE STREET CORP: 912,310
AMERICAN CENTURY COMPANIES INC: 709,568
LAZARD ASSET MANAGEMENT LLC: 640,742
66.76% of Carter Bankshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 18.09 M shares in the last 24 months. This purchase volume represents approximately $368.95 M in transactions.