Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CARE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.8M | $61.1M | +7.7% | 8.107% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $42.7M | +6.8% | 5.668% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 956K | $32.5M | -2.9% | 4.313% | 0.00% |
| 4 | STATE STREET CORP | 912K | $31.0M | +82.9% | 4.117% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 710K | $24.1M | +31.2% | 3.202% | 0.01% |
| 6 | LAZARD ASSET MANAGEMENT LLC | 641K | $21.8M | — | 2.891% | 0.03% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 577K | $19.6M | +11.8% | 2.602% | 0.00% |
| 8 | KENNEDY CAPITAL MANAGEMENT LLC | 384K | $13.1M | -14.6% | 1.733% | 0.23% |
| 9 | GOLDMAN SACHS GROUP INC | 374K | $12.7M | +4.9% | 1.686% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 302K | $10.3M | +84.2% | 1.362% | 0.00% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 300K | $10.2M | +400.3% | 1.352% | 0.00% |
| 12 | ALGERT GLOBAL LLC | 278K | $9.5M | +77.5% | 1.255% | 0.11% |
| 13 | Hillsdale Investment Management Inc. | 264K | $9.0M | — | 1.190% | 0.20% |
| 14 | MORGAN STANLEY | 223K | $7.6M | +85.8% | 1.004% | 0.00% |
| 15 | Nuveen, LLC | 195K | $6.6M | +316.0% | 0.881% | 0.00% |
| 16 | NORTHERN TRUST CORP | 190K | $6.5M | +8.2% | 0.856% | 0.00% |
| 17 | Russell Investments Group, Ltd. | 186K | $6.3M | +78.9% | 0.840% | 0.01% |
| 18 | Huber Capital Management LLC | 184K | $6.2M | -3.7% | 0.828% | 0.92% |
| 19 | Petiole USA ltd | 179K | $6.1M | -53.0% | 0.809% | 4.38% |
| 20 | TUDOR INVESTMENT CORP ET AL | 161K | $5.5M | — | 0.728% | 0.01% |
| 21 | FMR LLC | 154K | $5.2M | +2248.0% | 0.695% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 148K | $5.0M | +0.5% | 0.669% | 0.00% |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 144K | $4.9M | -23.8% | 0.651% | 0.01% |
| 24 | Diversified Trust Co | 142K | $4.8M | +7.8% | 0.640% | 0.08% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 142K | $4.8M | +5.1% | 0.639% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CARE — a direct measure of their conviction.
Filings activity in CARE during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CARE position in Q2 2026
Institutions that fully closed their CARE position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +29% | 65.47% | +8.18 pp | $477M | +62% |
| Q1 2026 | 126 | +3.3% | 57.29% | +3.97 pp | $296M | +29% |
| Q4 2025 | 122 | +2.5% | 53.32% | +6.39 pp | $229M | +13% |
| Q3 2025 | 119 | +0.8% | 46.93% | 2.62 pp | $202M | +5.0% |
| Q2 2025 | 118 | +5.4% | 49.55% | 46.73 pp | $192M | 47% |
| Q1 2025 | 112 | +5.7% | 96.28% | +48.50 pp | $361M | +89% |
| Q4 2024 | 106 | +15% | 47.78% | +3.04 pp | $191M | +6.9% |
| Q3 2024 | 92 | — | 44.74% | — | $179M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CARE stock.
Based on Q2 2026 13F filings, institutional ownership of Carter Bankshares, Inc. stands at 65.5%, held across 162 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CARE, with approximately 1,796,799 shares worth $0.06B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CARE.
Our composite Smart Money Score for CARE is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in CARE during Q2 2026, while 13 fully exited. 96 added to existing positions and 15 trimmed.
CARE institutional ownership rose by 8.18 percentage points quarter-over-quarter, with a net change of +36 holders.
The top 10 institutions account for 56.3% of all reported 13F value in CARE, and the top 25 account for 76.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carter Bankshares, Inc. (CARE) Institutional Ownership