CARTER BANKSHARES INC (CARE) Institutional Ownership Changes & 13F Activity
CARTER BANKSHARES INC (CARE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lazard Asset Management Llc, Aqr Capital Management Llc, Maltese Capital Management Llc, Tudor Investment Corp Et Al, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -111,061 | -81.9% | 24,604 | $836.78K | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Sell | -909 | -74.8% | 306 | $10.41K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +4,723 | +46.2% | 14,942 | $508.18K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +797 | +2.5% | 32,894 | $1.12M | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +6,828 | +7.5% | 97,298 | $3.31M | Q2 2026 | Aug 17, 2026 |
| Lazard Asset Management Llc | Buy | +640,742 | — | 640,742 | $21.79M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +239,810 | +400.3% | 299,724 | $10.19M | Q2 2026 | Aug 14, 2026 |
| Maltese Capital Management Llc | Sell | -223,888 | -68.1% | 105,000 | $3.57M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +161,420 | — | 161,420 | $5.49M | Q2 2026 | Aug 14, 2026 |
| Basswood Capital Management, L.L.C. | Sell | -96,106 | -42.2% | 131,609 | $4.48M | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Buy | +85,509 | — | 85,509 | $2.91M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -85,387 | -68.9% | 38,617 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +84,658 | — | 84,658 | $2.88M | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management Llc | Buy | +81,103 | — | 81,103 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +76,286 | +251.7% | 106,590 | $3.63M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Sell | -65,533 | -14.6% | 384,084 | $13.06M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +57,890 | — | 57,890 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +48,893 | +85.1% | 106,330 | $3.62M | Q2 2026 | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management Llc | Sell | -45,040 | -23.8% | 144,388 | $4.91M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -38,788 | -48.3% | 41,591 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Sell | -27,316 | -21.4% | 100,397 | $3.41M | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, Llc | Buy | +21,471 | — | 21,471 | $730.23K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +20,980 | +193.9% | 31,801 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Buy | +20,800 | — | 20,800 | $707.41K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +20,391 | +330.2% | 26,567 | $903.54K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +17,357 | +4.9% | 373,745 | $12.71M | Q2 2026 | Aug 14, 2026 |
| Caxton Associates Llp | Buy | +12,821 | — | 12,821 | $436.04K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -12,748 | -35.8% | 22,894 | $778.63K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +10,213 | +43.7% | 33,587 | $1.14M | Q2 2026 | Aug 14, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +9,620 | — | 9,620 | $327.18K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CARE activity
Which institutional owners are buying CARE?
Institutional owners buying CARE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CARE activity?
"Buy" means an investor increased their reported position in CARE compared to the prior reporting period. This reflects growing exposure to CARTER BANKSHARES INC (CARE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CARE increasing?
Institutional interest in CARE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CARE Institutional Insights
- CARE Overview
- CARE 13F Institutional Holders
- CARE Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CARE Insider Trading & SEC Form 4 Activity
- CARE Articles
- Top Institutional Investor Stock Rankings