Companies / Carter Bankshares, Inc.

Carter Bankshares, Inc.

Nasdaq: CARECIK 1829576MARTINSVILLE, VA

Financials · FY2025

Revenue$20.32M
Net income$31.36M
Total debt
Cash$276.54M
Diluted EPS$1.38
Shares outstanding22.2M

Ownership

22.2M shares outstanding · as of Aug 3, 2026
2.1%Insiders
Ownership
Insiders2.09%463,609
Institutions56.88%12,607,707
Public float41.02%9,092,615

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 17

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Insider% of sharesShares
Van Dyke Litz HCEOCHIEF EXECUTIVE OFFICER · Director
0.30%67,467
0.29%63,702
0.24%54,178
Bell Wendy S.SENIOR EXECUTIVE VP, CFO
0.18%40,223
Langs Bradford N.PRESIDENT, CHIEF STRATEGY OFCR
0.15%32,593
Speare Matthew M.SEVP, CHIEF OPERATING OFFICER
0.12%26,793
0.10%21,695
Kallsen Tony ESEVP, CHIEF CREDIT OFFICER
0.09%20,619
0.09%19,690
0.08%18,220

Institutional holders 126

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Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q2 2026
as of
State Street Corporation
13F manager
AddCommon stock$13.43M+395K
+76.35%
912,310
4.12% of shares
medium
Q1 2026
as of
Basswood Capital Management, L.L.C.
13F manager
NewCommon stock$5.31M+228K
227,715
1.03% of shares
medium
Q2 2026
as of
BlackRock, Inc.
13F manager
AddCommon stock$4.01M+118K
+7.02%
1,796,799
8.11% of shares
low
Q1 2026
as of
Millennium Management LLC
13F manager
AddCommon stock$2.63M+113K
+1013.44%
124,004
0.56% of shares
low
Q1 2026
as of
Maltese Capital Management LLC
13F manager
TrimCommon stock$-1.56M-67K
-16.91%
328,888
1.48% of shares
low
Q1 2026
as of
EJF Capital LP
13F manager
TrimCommon stock$-1.45M-62K
-38.71%
98,758
0.45% of shares
low
Q1 2026
as of
Arrowstreet Capital, Limited Partnership
13F manager
TrimCommon stock$-820.7K-35K
-75.21%
11,601
0.05% of shares
low
Q1 2026
as of
Renaissance Technologies LLC
13F manager
TrimCommon stock$-599.3K-26K
-70.03%
11,000
0.05% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A0
Fourthstone LLCPassive13G
Dimensional Fund Advisors LPPassive13G

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
CARE146103106