Institutional Ownership
Carter Bankshares Inc
CUSIP 146103106COM NEWCAREQ1 2026
Institutional Holders
121
13F filers
Shares Held
11.38M
Aggregate institutional
Institutional Value
$261.21M
Q1 2026
Net New Holders
+2
12 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased48
Decreased40
Sold out10
Institutional Holders
121 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 1.67M | $38.92M | −10.1K | Reduced |
| 2 | Fourthstone LLC | 1.50M | $35.03M | +265.7K | Added |
| 3 | Dimensional Fund Advisors LP | 1.18M | $27.42M | +52.2K | Added |
| 4 | American Century Companies Inc | 540.9K | $12.61M | +67.1K | Added |
| 5 | Geode Capital Management, LLC | 516.0K | $12.04M | +7.7K | Added |
| 6 | State Street Corp | 498.9K | $11.63M | −18.4K | Reduced |
| 7 | Kennedy Capital Management LLC | 449.6K | $10.49M | +8.3K | Added |
| 8 | Petiole USA Ltd | 381.4K | $8.89M | −5.5K | Reduced |
| 9 | Goldman Sachs Group Inc | 356.4K | $8.31M | +55.8K | Added |
| 10 | Maltese Capital Management LLC | 328.9K | $7.67M | −66.9K | Reduced |
111 more institutional holders on Premium
See every fund holding Carter Bankshares Inc, with full quarter-over-quarter share changes.
Unlock all holders