Companies / Carter Bankshares, Inc. / Institutional holders
Back to Carter Bankshares, Inc.

Carter Bankshares, Inc.

Institutional holders · 13F as of Jun 30, 2026

126 holders

HolderValueShares% of shares
Covestor Ltd$0110.00%
HARBOR CAPITAL ADVISORS, INC.$113240.00%
AMALGAMATED BANK$147050.00%
CWM, LLC$482,4540.01%
State of Alaska, Department of Revenue$743,2330.01%
T. Rowe Price Associates, Inc.$27213,7910.06%
MAI Capital Management$374160.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$452230.00%
SG Americas Securities, LLC$50514,8350.07%
Parallel Advisors, LLC$550280.00%
SIGNATUREFD, LLC$609310.00%
GSA CAPITAL PARTNERS LLP$61731,3750.14%
ROTHSCHILD INVESTMENT LLC$806410.00%
IFP Advisors, Inc$963490.00%
True Wealth Design, LLC$1.1K540.00%
ACADIAN ASSET MANAGEMENT LLC$1.3K64,9870.29%
WPG Advisers, LLC$1.4K720.00%
Smartleaf Asset Management LLC$1.5K770.00%
Rockefeller Capital Management L.P.$1.7K840.00%
North Star Investment Management Corporation$3.4K1450.00%
ALGERT GLOBAL LLC$3.7K156,7800.71%
Optiver Holding B.V.$4.1K2100.00%
Fortitude Family Office, LLC$4.5K2270.00%
Atlantic Union Bankshares Corp$5.3K2680.00%
Allworth Financial LP$5.8K2950.00%
QUADRANT CAPITAL GROUP LLC$6.4K3250.00%
Royal Bank of Canada$7.0K3330.00%
GAMMA Investing LLC$8.1K4110.00%
NISA INVESTMENT ADVISORS, LLC$8.1K4120.00%
NewEdge Advisors, LLC$9.2K4670.00%
EverSource Wealth Advisors, LLC$10.1K5130.00%
Tower Research Capital LLC (TRC)$11.9K6060.00%
CIBC Private Wealth Group LLC$14.0K7120.00%
Sterling Capital Management LLC$14.6K6240.00%
Versant Capital Management, Inc$14.6K7420.00%
Federated Hermes Inc$15.3K6540.00%
Farther Finance Advisors, LLC$16.4K8330.00%
OSAIC HOLDINGS, INC.$18.0K9170.00%
Torren Management, LLC$21.5K1,0920.00%
Larson Financial Group LLC$24.4K1,2390.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$28.3K1,2150.01%
Legal & General Group Plc$41.9K2,1320.01%
Ameritas Investment Partners, Inc.$46.6K1,9980.01%
CITIGROUP INC$49.1K2,4990.01%
Geneos Wealth Management Inc.$51.6K2,6250.01%
Pinnacle Wealth Planning Services, Inc.$52.6K1,5480.01%
The PNC Financial Services Group, Inc.$53.1K1,5600.01%
NEW YORK STATE COMMON RETIREMENT FUND$89.1K4,5310.02%
Police & Firemen's Retirement System of New Jersey$105.5K5,3670.02%
STRS OHIO$108.1K5,5000.02%
← PrevPage 1 of 3Next →