Carter Bankshares Ownership | Who Owns Carter Bankshares?

Carter Bankshares Ownership Summary

Carter Bankshares is owned by 18.46% institutional investors, 1.85% insiders, and 79.68% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.65% of CARE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.08% of its assets in Carter Bankshares shares.

CARE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carter Bankshares	18.46%	1.85%	79.68%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.75M	7.65%	$30.72M
Blackrock	1.68M	7.37%	$25.37M
Vanguard group	1.28M	5.59%	$22.46M
Dimensional fund advisors lp	1.02M	4.45%	$17.87M
Fourthstone	551.01K	2.41%	$9.69M
Geode capital management	522.25K	2.29%	$9.19M
State street	514.61K	2.25%	$9.05M
Petiole usa	386.87K	1.69%	$6.81M
American century companies	343.19K	1.50%	$6.04M
Kennedy capital management	324.57K	1.42%	$5.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	386.87K	4.28%	$6.81M
Ejf capital	203.87K	2.46%	$3.59M
Fourthstone	551.01K	1.89%	$9.69M
Huber capital management	202.47K	0.71%	$3.56M
Mendon capital advisors	64.12K	0.56%	$1.13M
Maltese capital management	201.00K	0.54%	$3.54M
Kennedy capital management	324.57K	0.13%	$5.71M
Bridgeway capital management	145.05K	0.06%	$2.55M
Emerald mutual fund advisers trust	22.07K	0.02%	$388.21K
Empowered funds	84.57K	0.02%	$1.49M

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	551.01K	1.89%	276.53K
Maltese capital management	201.00K	0.54%	201.00K
Ubs group	135.51K	0.00%	124.75K
Acadian asset management	76.31K	0.00%	74.83K
Kennedy capital management	324.57K	0.13%	70.84K

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	217.66K	0.00%	-682.25K
Regions financial	-	-	-65.00K
Basswood capital management	-	-	-40.58K
Black maple capital management lp	-	-	-30.58K
Vanguard group	1.28M	0.00%	-28.20K

New Positions

Holder	Shares	% Assets	Change	Value
Kingsview wealth management	36.10K	0.01%	36.10K	$634.98K
Mackenzie financial	28.03K	0.00%	28.03K	$200.62K
Cubist systematic strategies	23.80K	0.00%	23.80K	$418.69K
Hsbc	21.15K	0.00%	21.15K	$373.35K
Proficio capital partners	19.07K	0.00%	19.07K	$19.07K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Capital performance advisors llp	-21.00
Pnc financial services group	-42.00
Srs capital advisors	-60.00
Covestor	-70.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	39	-58.95%	4,215,529	-59.54%	18	0.89%	22	-57.69%	8	-65.22%
Sep 30, 2024	95	10.47%	10,418,445	6.88%	45	2.49%	52	4.00%	23	15.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	713.08K	3.08%	-
Vanguard Total Stock Mkt Idx Inv	713.08K	3.08%	-
iShares Russell 2000 ETF	654.05K	2.83%	-5.67K
Vanguard Institutional Extnd Mkt Idx Tr	359.25K	1.55%	877.00
Avantis US Small Cap Value ETF	264.64K	1.14%	-884.00
Fidelity Small Cap Index	224.02K	0.97%	-4.20K
DFA US Small Cap Value I	216.45K	0.94%	3.06K
iShares Russell 2000 Value ETF	211.51K	0.91%	-
Kennedy Micro Cap	198.32K	0.86%	-1.07K
State St Russell Sm/Mid Cp® Indx NL Cl C	155.92K	0.67%	-

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
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q3	11	-
2023 Q2	11	3

CARE Ownership FAQ

Who Owns Carter Bankshares?

Carter Bankshares shareholders are primarily institutional investors at 18.46%, followed by 1.85% insiders and 79.69% retail investors. The average institutional ownership in Carter Bankshares's industry, Regional Banks Stocks, is 42.21%, which Carter Bankshares falls below.

Who owns the most shares of Carter Bankshares?

Carter Bankshares’s largest shareholders are Blackrock funding, inc. /de (1.75M shares, 7.65%), Blackrock (1.68M shares, 7.37%), and Vanguard group (1.28M shares, 5.59%). Together, they hold 20.61% of Carter Bankshares’s total shares outstanding.

Does Blackrock own Carter Bankshares?

Yes, BlackRock owns 7.37% of Carter Bankshares, totaling 1.68M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.37M$. In the last quarter, BlackRock increased its holdings by 33.04K shares, a 2.01% change.

Who is Carter Bankshares’s biggest shareholder by percentage of total assets invested?

Petiole usa is Carter Bankshares’s biggest shareholder by percentage of total assets invested, with 4.28% of its assets in 386.87K Carter Bankshares shares, valued at 6.81M$.

Who is the top mutual fund holder of Carter Bankshares shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Carter Bankshares shares, with 3.08% of its total shares outstanding invested in 713.08K Carter Bankshares shares.

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