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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-111,061-81.9%24,604$836.78KQ2 2026Sep 02, 2026
California State Teachers Retirement SystemSell-909-74.8%306$10.41KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+4,723+46.2%14,942$508.18KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+797+2.5%32,894$1.12MQ2 2026Aug 19, 2026
Empowered Funds, LlcBuy+6,828+7.5%97,298$3.31MQ2 2026Aug 17, 2026
Lazard Asset Management LlcBuy+640,742640,742$21.79MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+239,810+400.3%299,724$10.19MQ2 2026Aug 14, 2026
Maltese Capital Management LlcSell-223,888-68.1%105,000$3.57MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+161,420161,420$5.49MQ2 2026Aug 14, 2026
Basswood Capital Management, L.L.C.Sell-96,106-42.2%131,609$4.48MQ2 2026Aug 14, 2026
State Of Wisconsin Investment BoardBuy+85,50985,509$2.91MQ2 2026Aug 14, 2026
Millennium Management LlcSell-85,387-68.9%38,617$1.31MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+84,65884,658$2.88MQ2 2026Aug 14, 2026
Aquatic Capital Management LlcBuy+81,10381,103$2.76MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+76,286+251.7%106,590$3.63MQ2 2026Aug 14, 2026
Kennedy Capital Management LlcSell-65,533-14.6%384,084$13.06MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+57,89057,890$1.97MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+48,893+85.1%106,330$3.62MQ2 2026Aug 14, 2026
Hotchkis & Wiley Capital Management LlcSell-45,040-23.8%144,388$4.91MQ2 2026Aug 14, 2026
Sei Investments CoSell-38,788-48.3%41,591$1.41MQ2 2026Aug 14, 2026
Trexquant Investment LpSell-27,316-21.4%100,397$3.41MQ2 2026Aug 14, 2026
Rafferty Asset Management, LlcBuy+21,47121,471$730.23KQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+20,980+193.9%31,801$1.08MQ2 2026Aug 14, 2026
Engineers Gate Manager LpBuy+20,80020,800$707.41KQ2 2026Aug 14, 2026
Barclays PlcBuy+20,391+330.2%26,567$903.54KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+17,357+4.9%373,745$12.71MQ2 2026Aug 14, 2026
Caxton Associates LlpBuy+12,82112,821$436.04KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-12,748-35.8%22,894$778.63KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+10,213+43.7%33,587$1.14MQ2 2026Aug 14, 2026
State Of Tennessee, Department Of TreasuryBuy+9,6209,620$327.18KQ2 2026Aug 14, 2026
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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.