Companies / Carter Bankshares, Inc. / Institutional holders

Carter Bankshares, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value ↓	Shares	% of shares
BlackRock, Inc.	$61.11M	1,796,799	8.11%
STATE STREET CORPORATION	$31.03M	912,310	4.12%
VANGUARD GROUP INC	$25.34M	1,288,798	5.81%
Fourthstone LLC	$24.31M	1,236,393	5.58%
Dimensional Fund Advisors LP	$22.09M	1,123,730	5.07%
GEODE CAPITAL MANAGEMENT, LLC	$12.04M	515,975	2.33%
AMERICAN CENTURY COMPANIES INC	$9.31M	473,787	2.14%
KENNEDY CAPITAL MANAGEMENT LLC	$8.68M	441,281	1.99%
MALTESE CAPITAL MANAGEMENT LLC	$7.67M	328,888	1.48%
Petiole USA ltd	$7.61M	386,873	1.75%
THE GOLDMAN SACHS GROUP, INC.	$5.91M	300,553	1.36%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$5.31M	227,715	1.03%
Hotchkis and Wiley Capital Management, LLC	$4.42M	189,428	0.85%
Huber Capital Management LLC	$3.76M	191,053	0.86%
NORTHERN TRUST CORP	$3.37M	171,293	0.77%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$3.14M	134,855	0.61%
Millennium Management LLC	$2.89M	124,004	0.56%
Diversified Trust Co	$2.58M	131,388	0.59%
Morgan Stanley	$2.48M	126,189	0.57%
MENDON CAPITAL ADVISORS CORP	$2.44M	104,692	0.47%
EJF Capital LP	$2.30M	98,758	0.45%
Curi Capital, LLC	$2.18M	93,295	0.42%
Russell Investments Group, Ltd.	$2.05M	104,218	0.47%
Bank of New York Mellon Corp/The	$2.01M	86,144	0.39%
FIRST TRUST ADVISORS LP	$1.82M	78,007	0.35%
Squarepoint Ops LLC	$1.77M	90,021	0.41%
Empowered Funds, LLC	$1.62M	82,278	0.37%
AQR Capital Management, LLC	$1.40M	59,914	0.27%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.28M	65,269	0.29%
Oppenheimer-Spence Financial Services Parternship, LP	$1.23M	62,500	0.28%
MARTINGALE ASSET MANAGEMENT L P	$1.19M	60,484	0.27%
FIRST MANHATTAN CO. LLC.	$1.18M	60,000	0.27%
Trexquant Investment LP	$1.18M	59,917	0.27%
STIFEL FINANCIAL CORP	$1.10M	55,717	0.25%
Daytona Street Capital LLC	$1.03M	52,536	0.24%
AMERIPRISE FINANCIAL INC	$941.6K	47,896	0.22%
Nuveen, LLC	$935.0K	47,556	0.21%
Citadel Advisors LLC	$852.1K	43,340	0.20%
Creative Planning	$790.8K	40,224	0.18%
WELLS FARGO & COMPANY/MN	$774.1K	39,374	0.18%
DEUTSCHE BANK AG	$760.7K	22,366	0.10%
JPMORGAN CHASE & CO	$760.3K	38,674	0.17%
SEI INVESTMENTS CO	$757.7K	38,543	0.17%
TWO SIGMA INVESTMENTS, LP	$706.7K	30,304	0.14%
UBS Group AG	$690.0K	35,097	0.16%
Barclays PLC	$686.2K	34,902	0.16%
RHUMBLINE ADVISERS	$674.6K	28,930	0.13%
PANAGORA ASSET MANAGEMENT INC	$659.0K	33,519	0.15%
Kingsview Wealth Management, LLC	$650.7K	33,097	0.15%
BANK OF AMERICA CORP /DE	$618.7K	31,470	0.14%