CARTER BANKSHARES INC (CARE) Top Institutional Shareholders
CARTER BANKSHARES INC (CARE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $291.54M in CARE holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CARE tracked by InsiderSet, reporting ownership valued at approximately $38.92M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.57M, representing an estimated gain of +32.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed CARE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fourthstone Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in CARTER BANKSHARES INC (CARE).
This page ranks the largest institutional CARE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
123
Total Reported Value
$291.54M
Largest Holder
Blackrock, Inc.
Largest Position
$38.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
134
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,668,818 | $38,916,835 | $51,566,476 | +$12,649,641 | +32.50% | |
| Fourthstone Llc | 5.94% | 1,502,119 | $35,029,415 | $46,415,477 | +$11,386,062 | +32.50% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,175,925 | $27,422,361 | $36,336,083 | +$8,913,722 | +32.51% | |
| Vanguard Capital Management Llc | 0.00% | 984,983 | $22,969,804 | $30,435,975 | +$7,466,171 | +32.50% | |
| American Century Companies Inc | 0.01% | 540,866 | $12,612,995 | $16,712,759 | +$4,099,764 | +32.50% | |
| Geode Capital Management, Llc | 0.00% | 515,975 | $12,035,281 | $15,943,628 | +$3,908,347 | +32.47% | |
| State Street Corp | 0.00% | 498,902 | $11,634,395 | $15,416,072 | +$3,781,677 | +32.50% | |
| Kennedy Capital Management Llc | 0.22% | 449,617 | $10,485,068 | $13,893,165 | +$3,408,097 | +32.50% | |
| Petiole Usa Ltd | 6.22% | 381,373 | $8,893,618 | $11,784,426 | +$2,890,808 | +32.50% | |
| Goldman Sachs Group Inc | 0.00% | 356,388 | $8,310,968 | $11,012,389 | +$2,701,421 | +32.50% | |
| Maltese Capital Management Llc | 1.51% | 328,888 | $7,669,667 | $10,162,639 | +$2,492,972 | +32.50% | |
| Basswood Capital Management, L.L.C. | 0.27% | 227,715 | $5,310,314 | $7,036,394 | +$1,726,080 | +32.50% | |
| Huber Capital Management Llc | 0.69% | 190,553 | $4,443,696 | $5,888,088 | +$1,444,392 | +32.50% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 189,428 | $4,417,461 | $5,853,325 | +$1,435,864 | +32.50% | |
| Northern Trust Corp | 0.00% | 175,469 | $4,091,937 | $5,421,992 | +$1,330,055 | +32.50% | |
| Vanguard Portfolio Management Llc | 0.00% | 163,876 | $3,821,588 | $5,063,768 | +$1,242,180 | +32.50% | |
| Vanguard Fiduciary Trust Co | 0.00% | 147,475 | $3,439,117 | $4,556,978 | +$1,117,861 | +32.50% | |
| Squarepoint Ops Llc | 0.01% | 135,991 | $3,171,310 | $4,202,122 | +$1,030,812 | +32.50% | |
| Citadel Advisors Llc | 0.00% | 135,665 | $3,163,708 | $4,192,049 | +$1,028,341 | +32.50% | |
| Bridgeway Capital Management, Llc | 0.06% | 134,855 | $3,144,819 | $4,167,020 | +$1,022,201 | +32.50% | |
| Diversified Trust Co | 0.06% | 131,488 | $3,066,300 | $4,062,979 | +$996,679 | +32.50% | |
| Trexquant Investment Lp | 0.02% | 127,713 | $2,978,267 | $3,946,332 | +$968,065 | +32.50% | |
| Millennium Management Llc | 0.00% | 124,004 | $2,891,773 | $3,831,724 | +$939,951 | +32.50% | |
| Morgan Stanley | 0.00% | 119,819 | $2,794,192 | $3,702,407 | +$908,215 | +32.50% | |
| Mendon Capital Advisors Corp | 0.95% | 104,692 | $2,441,417 | $3,234,983 | +$793,566 | +32.50% | |
| Russell Investments Group, Ltd. | 0.00% | 104,106 | $2,427,751 | $3,216,875 | +$789,124 | +32.50% | |
| Ejf Capital Lp | 1.62% | 98,758 | $2,303,037 | $3,051,622 | +$748,585 | +32.50% | |
| Curi Capital, Llc | 0.04% | 93,295 | $2,175,639 | $2,882,816 | +$707,177 | +32.50% | |
| Empowered Funds, Llc | 0.01% | 90,470 | $2,109,760 | $2,795,523 | +$685,763 | +32.50% | |
| Bank Of New York Mellon Corp | 0.00% | 86,144 | $2,008,883 | $2,661,850 | +$652,967 | +32.50% | |
| Sei Investments Co | 0.00% | 80,379 | $1,874,449 | $2,483,711 | +$609,262 | +32.50% | |
| First Trust Advisors Lp | 0.00% | 78,007 | $1,819,123 | $2,410,416 | +$591,293 | +32.50% | |
| Jane Street Group, Llc | 0.00% | 70,747 | $1,649,820 | $2,186,082 | +$536,262 | +32.50% | |
| Ubs Group Ag | 0.00% | 68,268 | $1,592,010 | $2,109,481 | +$517,471 | +32.50% | |
| Oppenheimer & Close, Llc | 0.92% | 62,500 | $1,457,500 | $1,931,250 | +$473,750 | +32.50% | |
| First Manhattan Co. Llc. | 0.00% | 60,000 | $1,399,200 | $1,854,000 | +$454,800 | +32.50% | |
| Aqr Capital Management Llc | 0.00% | 59,914 | $1,397,194 | $1,851,343 | +$454,149 | +32.50% | |
| Creative Planning | 0.00% | 59,393 | $1,385,045 | $1,835,244 | +$450,199 | +32.50% | |
| Charles Schwab Investment Management Inc | 0.00% | 57,640 | $1,344,165 | $1,781,076 | +$436,911 | +32.50% | |
| Bank Of America Corp | 0.00% | 57,437 | $1,339,431 | $1,774,803 | +$435,372 | +32.50% | |
| Stifel Financial Corp | 0.00% | 55,717 | $1,299,320 | $1,721,655 | +$422,335 | +32.50% | |
| Daytona Street Capital Llc | 0.99% | 54,536 | $1,284,323 | $1,685,162 | +$400,839 | +31.21% | |
| Ameriprise Financial Inc | 0.00% | 47,896 | $1,116,935 | $1,479,986 | +$363,051 | +32.50% | |
| Nuveen, Llc | 0.00% | 46,919 | $1,094,151 | $1,449,797 | +$355,646 | +32.50% | |
| Xtx Topco Ltd | 0.01% | 35,642 | $831,171 | $1,101,338 | +$270,167 | +32.50% | |
| Quantinno Capital Management Lp | 0.00% | 35,489 | $827,603 | $1,096,610 | +$269,007 | +32.50% | |
| Qube Research & Technologies Ltd | 0.00% | 34,629 | $807,548 | $1,070,036 | +$262,488 | +32.50% | |
| Panagora Asset Management Inc | 0.00% | 33,519 | $781,663 | $1,035,737 | +$254,074 | +32.50% | |
| Wells Fargo & Company/Mn | 0.00% | 33,340 | $777,476 | $1,030,206 | +$252,730 | +32.51% | |
| Kingsview Wealth Management, Llc | 0.01% | 32,097 | $748,502 | $991,797 | +$243,295 | +32.50% |
Frequently asked questions about CARE
Who owns the most CARE stock?
The largest holders of CARE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARTER BANKSHARES INC (CARE).
Is CARE widely held by superinvestors?
Many widely followed stocks like CARE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CARE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.