Ranked by reported Q1 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. | 1.7M | $38.9M | -0.6% | 7.531% | 0.00% |
| 2 | Fourthstone LLC | 1.5M | $35.0M | +21.5% | 6.779% | 5.94% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $27.4M | +4.6% | 5.306% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 985K | $23.0M | β | 4.445% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 541K | $12.6M | +14.2% | 2.441% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 516K | $12.0M | +1.5% | 2.328% | 0.00% |
| 7 | STATE STREET CORP | 499K | $11.6M | -3.6% | 2.251% | 0.00% |
| 8 | KENNEDY CAPITAL MANAGEMENT, INC. | 450K | $10.5M | +1.9% | 2.029% | 0.22% |
| 9 | Petiole USA ltd | 381K | $8.9M | -1.4% | 1.721% | 6.22% |
| 10 | GOLDMAN SACHS GROUP INC | 356K | $8.3M | +18.6% | 1.608% | 0.00% |
| 11 | MALTESE CAPITAL MANAGEMENT LLC | 329K | $7.7M | -16.9% | 1.484% | 1.51% |
| 12 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 228K | $5.3M | β | 1.028% | 0.26% |
| 13 | Huber Capital Management LLC | 191K | $4.4M | -0.3% | 0.860% | 0.69% |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 189K | $4.4M | -0.9% | 0.855% | 0.01% |
| 15 | NORTHERN TRUST CORP | 175K | $4.1M | +2.4% | 0.792% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 164K | $3.8M | β | 0.739% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 147K | $3.4M | β | 0.665% | 0.00% |
| 18 | Squarepoint Ops LLC | 136K | $3.2M | +51.1% | 0.614% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 136K | $3.2M | +213.0% | 0.612% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 135K | $3.1M | +6.5% | 0.609% | 0.06% |
| 21 | Diversified Trust Co | 131K | $3.1M | +0.1% | 0.593% | 0.06% |
| 22 | Trexquant Investment LP | 128K | $3.0M | +113.1% | 0.576% | 0.03% |
| 23 | MILLENNIUM MANAGEMENT LLC | 124K | $2.9M | +1013.4% | 0.560% | 0.00% |
| 24 | MORGAN STANLEY | 120K | $2.8M | -5.1% | 0.541% | 0.00% |
| 25 | MENDON CAPITAL ADVISORS CORP | 105K | $2.4M | -10.8% | 0.472% | 0.95% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CARE β a direct measure of their conviction.
Filings activity in CARE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CARE position in Q1 2026
Institutions that fully closed their CARE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 123 | +1.7% | 44.04% | +9.51 pp | $292M | +28% |
| Q4 2025 | 121 | +2.5% | 34.53% | +4.12 pp | $229M | +14% |
| Q3 2025 | 118 | +0.0% | 30.41% | +1.37 pp | $201M | +4.7% |
| Q2 2025 | 118 | +5.4% | 29.04% | 25.46 pp | $192M | 47% |
| Q1 2025 | 112 | +5.7% | 54.50% | +25.68 pp | $361M | +89% |
| Q4 2024 | 106 | +15% | 28.82% | +1.85 pp | $191M | +6.9% |
| Q3 2024 | 92 | +11% | 26.97% | +5.33 pp | $179M | +25% |
| Q2 2024 | 83 | β | 21.64% | β | $143M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CARE stock.
Based on Q1 2026 13F filings, institutional ownership of Carter Bankshares, Inc. stands at 44.0%, held across 123 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CARE, with approximately 1,668,818 shares worth $0.04B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CARE, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for CARE is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in CARE during Q1 2026, while 13 fully exited. 94 added to existing positions and 13 trimmed.
CARE institutional ownership rose by 9.51 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 64.6% of all reported 13F value in CARE, and the top 25 account for 84.1%.
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