Carter Bankshares Ownership | Who Owns Carter Bankshares?
Carter Bankshares Ownership Summary
Carter Bankshares is owned by 42.81% institutional investors, 1.84% insiders, and 55.35% retail investors. Blackrock is the largest institutional shareholder, holding 7.37% of CARE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.09% of its assets in Carter Bankshares shares.
CARE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carter Bankshares | 42.81% | 1.84% | 55.35% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.68M | 7.37% | $25.37M |
| Vanguard group | 1.27M | 5.58% | $19.22M |
| Alliancebernstein | 1.18M | 5.20% | $17.90M |
| Dimensional fund advisors lp | 892.41K | 3.92% | $13.49M |
| Geode capital management | 505.48K | 2.22% | $7.64M |
| State street | 476.85K | 2.09% | $7.21M |
| Petiole usa | 396.87K | 1.74% | $6.00M |
| American century companies | 337.74K | 1.48% | $5.11M |
| Ejf capital | 213.41K | 0.94% | $3.23M |
| Huber capital management | 212.47K | 0.93% | $3.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Petiole usa | 396.87K | 5.03% | $6.00M |
| Ejf capital | 213.41K | 2.39% | $3.23M |
| Huber capital management | 212.47K | 0.73% | $3.21M |
| Fourthstone | 89.92K | 0.43% | $1.36M |
| Black maple capital management lp | 27.82K | 0.27% | $420.68K |
| Mendon capital advisors | 30.00K | 0.25% | $453.60K |
| Fny investment advisers | 8.00K | 0.08% | $120.00K |
| Bridgeway capital management | 162.14K | 0.06% | $2.45M |
| Maltese capital management | 15.20K | 0.04% | $229.82K |
| Xtx topco | 15.82K | 0.02% | $239.24K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ejf capital | 213.41K | 2.39% | 213.41K |
| Goldman sachs group | 134.94K | 0.00% | 111.85K |
| Millennium management | 76.64K | 0.00% | 76.64K |
| Dimensional fund advisors lp | 892.41K | 0.00% | 74.32K |
| Arrowstreet capital, limited partnership | 98.09K | 0.00% | 66.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 89.92K | 0.43% | -702.05K |
| Alliancebernstein | 1.18M | 0.01% | -154.10K |
| Regions financial | - | - | -65.00K |
| Jpmorgan chase | 20.92K | - | -24.86K |
| Fny investment advisers | 8.00K | 0.08% | -20.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ejf capital | 213.41K | 2.39% | 213.41K | $3.23M |
| Millennium management | 76.64K | 0.00% | 76.64K | $1.16M |
| Squarepoint ops | 34.19K | 0.00% | 34.19K | $516.97K |
| Kennedy capital management | 30.97K | 0.01% | 30.97K | $468.30K |
| Mendon capital advisors | 30.00K | 0.25% | 30.00K | $453.60K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Versant capital management | -34.00 |
| Pnc financial services group | -42.00 |
| Massmutual trust co fsb/adv | -89.00 |
| Accordant advisory group | -161.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 86 | 3.61% | 9,747,861 | 0.69% | 42 | 2.47% | 50 | 72.41% | 20 | -42.86% |
| Mar 31, 2024 | 83 | 3.75% | 9,680,771 | 1.39% | 41 | 2.41% | 29 | -23.68% | 35 | 75.00% |
| Dec 31, 2023 | 80 | -9.09% | 9,547,873 | 2.19% | 41 | 2.63% | 38 | 35.71% | 20 | -37.50% |
| Sep 30, 2023 | 88 | -12.00% | 9,343,113 | -1.23% | 39 | 2.51% | 28 | -37.78% | 32 | - |
| Jun 30, 2023 | 100 | 11.11% | 9,459,757 | 1.08% | 39 | 2.57% | 45 | 18.42% | 32 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 713.08K | 3.09% | - |
| iShares Russell 2000 ETF | 614.08K | 2.66% | -1.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 386.31K | 1.67% | 8.87K |
| Avantis US Small Cap Value ETF | 279.70K | 1.21% | - |
| Fidelity Small Cap Index | 229.16K | 0.99% | -7.26K |
| iShares Russell 2000 Value ETF | 219.69K | 0.95% | - |
| AB Small Cap Value Advisor | 216.82K | 0.94% | -41.10K |
| DFA US Small Cap Value I | 184.78K | 0.80% | 8.86K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 159.02K | 0.69% | -5.00K |
| DFA US Targeted Value I | 154.75K | 0.67% | 6.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 14, 2023 | BIRD MICHAEL R | - | Buy | $480.90 |
| Sep 14, 2023 | Stephens Curtis E | - | Buy | $494.64 |
| Sep 14, 2023 | Adams Arthur Loran | EVP, DIRECTOR OF REG RISK MNGT | Buy | $288.54 |
| Sep 12, 2023 | Matthews Edward Warren | - | Buy | $23.32K |
| Aug 14, 2023 | Stephens Curtis E | - | Buy | $494.36 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | 11 | - |
| 2023 Q2 | 11 | 3 |
| 2023 Q1 | 9 | 2 |
CARE Ownership FAQ
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