Institutional Ownership
Carter Bankshares Inc
CUSIP 146103106COM NEWCAREQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
7.5%
Max % of class reported
Institutional Holders
121
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Feb 13, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2026 | Fourthstone LLC | 13G | 5.6% | 1.24M | SEC |
| 2 | Jan 21, 2026 | Dimensional Fund Advisors LP | 13G | 5.1% | 1.12M | SEC |
| 3 | Nov 15, 2024 | Alliancebernstein L.P. | 13G/A | 3.9% | 899.9K | SEC |
| 4 | Feb 14, 2024 | Alliancebernstein L.P. | 13G/A | 6.0% | 1.37M | SEC |
| 5 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 5.3% | 1.23M | SEC |
| 6 | Jan 26, 2024 | Blackrock Inc. | 13G/A | 7.5% | 1.73M | SEC |
| 7 | Feb 14, 2023 | Alliancebernstein L.P. | 13G/A | 5.8% | 1.40M | SEC |
| 8 | Feb 9, 2023 | Vanguard Group Inc | 13G | 5.2% | 1.26M | SEC |
| 9 | Feb 1, 2023 | Blackrock Inc. | 13G/A | 7.0% | 1.68M | SEC |
| 10 | Feb 14, 2022 | Alliancebernstein L.P. | 13G/A | 5.6% | 1.48M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Carter Bankshares Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 1.67M | $38.92M |
| 2 | Fourthstone LLC | 1.50M | $35.03M |
| 3 | Dimensional Fund Advisors LP | 1.18M | $27.42M |
| 4 | American Century Companies Inc | 540.9K | $12.61M |
| 5 | Geode Capital Management, LLC | 516.0K | $12.04M |
| 6 | State Street Corp | 498.9K | $11.63M |
| 7 | Kennedy Capital Management LLC | 449.6K | $10.49M |
| 8 | Petiole USA Ltd | 381.4K | $8.89M |
| 9 | Goldman Sachs Group Inc | 356.4K | $8.31M |
| 10 | Maltese Capital Management LLC | 328.9K | $7.67M |