Who Owns Carter Bankshares, Inc. (CARE)?Hedge Fund & Institutional Holders

$20.14+0.19 (+0.95%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.100000090000009e+274T

% of Float Held

5.131256521365807e+246%

QoQ Change in Holders

+9 / -2

Price History

$13.86$15.92$17.98$20.05$22.11Sep 24Jun 25Mar 26

CARE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Diversified Trust CoNew Position+131K+$2.6B
MARTINGALE ASSET MANAGEMENT L PNew Position+60K+$1.0B
AMERICAN CENTURY COMPANIES INCIncreased+61K+$979.8M
SALZHAUER MICHAELNew Position+28K+$545.0M
UBS Group AGIncreased+12K+$246.3M
KENNEDY CAPITAL MANAGEMENT LLCIncreased+205+$113.7M
STRS OHIONew Position+6K+$108.0M
EJF Capital LPIncreased+624+$51.6M
Geneos Wealth Management Inc.New Position+3K+$51.0M
NISA INVESTMENT ADVISORS, LLCNew Position+412+$8.0M
Fourthstone LLCIncreased+198K+$4.1M
Fortitude Family Office, LLCNew Position+227+$4.0M
Farther Finance Advisors, LLCIncreased+134+$2.4M
North Star Investment Management Corp.New Position+145+$2.0M
Daytona Street Capital LLCNew Position+53K+$1.0M

CARE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
D. E. Shaw & Co., Inc.Decreased-33K-$1.5B
PANAGORA ASSET MANAGEMENT INCDecreased-31K-$1.2B
TWO SIGMA INVESTMENTS, LPDecreased-39K-$1.2B
JPMORGAN CHASE & CODecreased-20K-$1.1B
DIMENSIONAL FUND ADVISORS LPDecreased-6K-$934.5M
AMERIPRISE FINANCIAL INCDecreased-1-$929.7M
AQR CAPITAL MANAGEMENT LLCDecreased-1K-$921.3M
CITADEL ADVISORS LLCDecreased-3K-$900.6M
TWO SIGMA ADVISERS, LPClosed Position-46K-$894.8M
Curi Capital, LLCDecreased-11-$811.1M
JANE STREET GROUP, LLCDecreased-27K-$782.2M
Qube Research & Technologies LtdClosed Position-37K-$719.8M
RHUMBLINE ADVISERSDecreased-5K-$681.0M
Kingsview Wealth Management, LLCDecreased-1K-$661.8M
PRUDENTIAL FINANCIAL INCDecreased-7K-$626.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP1,091,127$21.0B4.41%Share
2AMERICAN CENTURY COMPANIES INC473,787$9.0B4.52%Share
3KENNEDY CAPITAL MANAGEMENT LLC441,281$8.7B0.18%Share
4Petiole USA ltd386,873$7.6B4.93%Share
5GOLDMAN SACHS GROUP INC240,495$4.0B0.49%Share
6HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC191,238$3.8B11.23%Share
7EJF Capital LP161,129$3.2B1.80%Share
8NORTHERN TRUST CORP157,625$3.0B0.38%Share
9Diversified Trust Co131,388$2.6B47.55%Share
10MENDON CAPITAL ADVISORS CORP117,392$2.3B0.68%Share
11BRIDGEWAY CAPITAL MANAGEMENT, LLC126,663$2.0B0.04%Share
12Russell Investments Group, Ltd.104,218$2.0B2.18%Share
13Oppenheimer & Close, LLC62,500$1.2B0.84%Share
14MARTINGALE ASSET MANAGEMENT L P59,584$1.0B0.03%Share
15GOLDMAN SACHS GROUP INC60,058$1.0B0.12%Share
16STIFEL FINANCIAL CORP55,717$1.0B0.90%Share
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC65,269$1.0B0.16%Share
18Curi Capital, LLC93,295$1.0B17.33%Share
19FIRST TRUST ADVISORS LP78,518$1.0B0.73%Share
20FIRST MANHATTAN CO. LLC.60,000$1.0B2.63%Share
21UBS Group AG34,543$679.0M0.11%Share
22SALZHAUER MICHAEL27,744$545.0M0.22%Share
23Invesco Ltd.15,935$313.0M0.05%Share
24Partners in Financial Planning12,862$252.0M0.04%Share
25Invesco Ltd.9,082$178.0M0.03%Share
26GROUP ONE TRADING LLC6,800$133.0M0.23%Call
27STRS OHIO5,500$108.0M0.40%Share
28Invesco Ltd.3,525$69.0M0.01%Share
29Geneos Wealth Management Inc.2,625$51.0M0.00%Share
30Fourthstone LLC1,236,393$24.3M4.55%Share
31VANGUARD GROUP INC1,140,761$22.0M0.32%Share
32BlackRock, Inc.914,772$17.0M0.29%Share
33Farther Finance Advisors, LLC833$16.0M0.17%Share
34UBS Group AG554$10.0M0.00%Share
35STATE STREET CORP517,341$10.0M0.00%Share
36BlackRock, Inc.553,692$10.0M0.17%Share
37NISA INVESTMENT ADVISORS, LLC412$8.0M0.03%Share
38GAMMA Investing LLC411$8.0M0.00%Share
39Optiver Holding B.V.210$4.0M0.00%Share
40Fortitude Family Office, LLC227$4.0M0.00%Share
41Huber Capital Management LLC191,053$3.8M0.55%Share
42MALTESE CAPITAL MANAGEMENT LLC149,766$2.9M0.52%Share
43MALTESE CAPITAL MANAGEMENT LLC146,467$2.9M0.51%Share
44North Star Investment Management Corp.145$2.0M0.00%Share
45Invesco Ltd.152$2.0M0.00%Share
46VANGUARD GROUP INC139,333$2.0M0.03%Share
47MALTESE CAPITAL MANAGEMENT LLC99,567$2.0M0.35%Share
48Trexquant Investment LP59,917$1.2M0.01%Share
49Daytona Street Capital LLC52,536$1.0M0.80%Share
50BlackRock, Inc.69,106$1.0M0.02%Share

CARE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025121$79.7B+26
Q3 202595$105.4B-7
Q2 2025102$79.5B-10
Q1 2025112$133.8B+9
Q4 2024103$2.3T+21
Q3 202482$3.8T+8
Q2 202474$3.3T+5
Q1 202469$2.1T—

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As of Q4 2025, 50 institutional investors hold CARE (Carter Bankshares, Inc.). The largest holder is DIMENSIONAL FUND ADVISORS LP with $21.0B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CARE?

As of Q4 2025, 50 institutional investors report holding CARE (Carter Bankshares, Inc.) in their 13F filings.

Who is the largest institutional holder of CARE?

The largest institutional holder of CARE is DIMENSIONAL FUND ADVISORS LP with $21.0B in shares.

Is institutional ownership of CARE increasing or decreasing?

This quarter, 9 institutions opened new positions in CARE and 2 closed their positions.