Who owns Carter Bankshares (CARE)
Which tracked institutional funds hold CARE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CARE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CARE is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 14 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CARE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CARE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CARE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 154 tracked filers holding CARE, 104 increased or opened the position and 46 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CARE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- LAZARD ASSET MANAGEMENT LLC$22M
- Hillsdale Investment Management Inc.$9M
- TUDOR INVESTMENT CORP ET AL$5M
- Jupiter Topco LLC$3M
- MARTINGALE ASSET MANAGEMENT L P$3M
- MACKENZIE FINANCIAL CORP$3M
Full exits 7
- Fourthstone LLC$35M
- Squarepoint Ops LLC$3M
- MENDON CAPITAL ADVISORS CORP$2M
- Curi Capital, LLC$2M
- JANE STREET GROUP, LLC$2M
- Daytona Street Capital LLC$1M
Largest adds
- BlackRock, Inc.$22M
- STATE STREET CORP$19M
- DIMENSIONAL FUND ADVISORS LP$15M
- AMERICAN CENTURY COMPANIES INC$12M
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- AQR CAPITAL MANAGEMENT LLC$9M
Largest trims
- MALTESE CAPITAL MANAGEMENT LLC$4M
- Petiole USA ltd$3M
- CITADEL ADVISORS LLC$2M
- MILLENNIUM MANAGEMENT LLC$2M
- EJF Capital LP$1M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$834K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,796,799 | $61M | 12.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,256,126 | $43M | 9.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 955,877 | $33M | 6.8% | 2026-Q2 |
| STATE STREET CORP added | 912,310 | $31M | 6.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 709,568 | $24M | 5.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 640,742 | $22M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 576,614 | $20M | 4.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 384,084 | $13M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 373,745 | $13M | 2.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 301,842 | $10M | 2.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 299,724 | $10M | 2.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 278,213 | $9M | 2.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. new | 263,657 | $9M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 222,626 | $8M | 1.6% | 2026-Q2 |
| Nuveen, LLC added | 195,185 | $7M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 189,817 | $6M | 1.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 186,228 | $6M | 1.3% | 2026-Q2 |
| Huber Capital Management LLC trimmed | 183,553 | $6M | 1.3% | 2026-Q2 |
| Petiole USA ltd trimmed | 179,222 | $6M | 1.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 161,420 | $5M | 1.2% | 2026-Q2 |
| FMR LLC added | 154,054 | $5M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 148,225 | $5M | 1.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 144,388 | $5M | 1.0% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 141,762 | $5M | 1.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 141,683 | $5M | 1.0% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 131,609 | $4M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 106,590 | $4M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 106,330 | $4M | 0.8% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 105,000 | $4M | 0.8% | 2026-Q2 |
| Jupiter Topco LLC new | 101,719 | $3M | 0.7% | 2026-Q2 |
| Trexquant Investment LP trimmed | 100,397 | $3M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 97,298 | $3M | 0.7% | 2026-Q2 |
| Creative Planning added | 96,464 | $3M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 93,226 | $3M | 0.7% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 91,899 | $3M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 89,923 | $3M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 87,905 | $3M | 0.6% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 85,509 | $3M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 84,658 | $3M | 0.6% | 2026-Q2 |
| Aquatic Capital Management LLC new | 81,103 | $3M | 0.6% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 79,175 | $3M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 71,536 | $2M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 67,266 | $2M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 63,343 | $2M | 0.5% | 2026-Q2 |
| Oppenheimer & Close, LLC | 62,500 | $2M | 0.4% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 60,000 | $2M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 57,890 | $2M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 53,299 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 50,256 | $2M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 44,040 | $1M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 43,775 | $1M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 41,591 | $1M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 41,227 | $1M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 40,303 | $1M | 0.3% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 39,579 | $1M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 38,617 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 38,551 | $1M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 36,748 | $1M | 0.3% | 2026-Q2 |
| EJF Capital LP trimmed | 36,001 | $1M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 33,587 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 32,894 | $1M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 31,801 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 29,114 | $990K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 28,824 | $980K | 0.2% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 28,790 | $979K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 26,935 | $916K | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 26,567 | $904K | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 25,930 | $897K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 24,604 | $837K | 0.2% | 2026-Q2 |
| Richard Young Associates, Ltd. trimmed | 24,471 | $832K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 23,780 | $555K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 22,894 | $779K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 22,366 | $761K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 22,118 | $752K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 21,676 | $737K | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 21,471 | $730K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 20,800 | $707K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 19,390 | $659K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,411 | $627K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC | 15,044 | $512K | 0.1% | 2026-Q2 |
| Baader Bank Aktiengesellschaft new | 15,000 | $510K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,942 | $508K | 0.1% | 2026-Q2 |
| LightSquare Wealth Management, LLC new | 14,709 | $500K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 12,855 | $437K | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP new | 12,821 | $436K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 12,696 | $432K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 12,673 | $431K | 0.1% | 2026-Q2 |
| State of Wyoming new | 12,621 | $429K | 0.1% | 2026-Q2 |
| Partners in Financial Planning trimmed | 12,299 | $418K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,968 | $365K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 10,409 | $354K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 10,239 | $348K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury new | 9,620 | $327K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC new | 9,529 | $324K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 9,484 | $323K | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC new | 9,301 | $316K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 9,182 | $312K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 8,731 | $297K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 8,609 | $293K | 0.1% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 8,241 | $280K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.