CARE · NASDAQ · Banks - Regional

Carter Bankshares (CARE)

Runs Carter Bank & Trust's commercial, consumer, mortgage, and deposit banking franchise.

$30.28
After-hours close+0.04 (+0.13%)
At close$30.24(−1.50%)

13F · 13D/G · Form 4

Institutions≈ 65.10%14.43M shares
163 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.61%578.3K shares
18 holders · as of Sep 11, 2026
Strategic holders8.14%1.80M shares
1 holder · as of Feb 3, 2022
Other≈ 24.15%5.35M shares
remainder

22.16M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Strategic
8.14%1.80Mfiled Feb 3, 2022
BlackRock, Inc.Institution
8.11%1.80Mas of Jun 30, 2026
Fourthstone LLCInstitution
6.78%1.50Mfiled May 15, 2026
Dimensional Fund Advisors LPInstitution
5.67%1.26Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.31%955,877as of Jun 30, 2026
State Street CorpInstitution
4.12%912,310as of Jun 30, 2026
American Century Companies IncInstitution
3.20%709,568as of Jun 30, 2026
Lazard Asset Management LLCInstitution
2.89%640,742as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.60%576,614as of Jun 30, 2026
Acadian Asset Management LLCInstitution
1.75%387,397as of Jun 30, 2026
Kennedy Capital Management LLCInstitution
1.73%384,084as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.69%373,745as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.36%301,842as of Jun 30, 2026
AQR Capital Management LLCInstitution
1.35%299,724as of Jun 30, 2026
Algert Global LLCInstitution
1.26%278,213as of Jun 30, 2026
Hillsdale Investment Management Inc.Institution
1.19%263,657as of Jun 30, 2026
Morgan StanleyInstitution
1.00%222,626as of Jun 30, 2026
Nuveen, LLCInstitution
0.88%195,185as of Jun 30, 2026
Northern Trust CorpInstitution
0.86%189,817as of Jun 30, 2026
Russell Investments Group, Ltd.Institution
0.84%186,228as of Jun 30, 2026
Huber Capital Management LLCInstitution
0.83%183,553as of Jun 30, 2026
Petiole USA LtdInstitution
0.81%179,222as of Jun 30, 2026
Tudor Investment Corp et alInstitution
0.73%161,420as of Jun 30, 2026
FMR LLCInstitution
0.70%154,054as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.67%148,225as of Jun 30, 2026

13F, as of Jun 30, 2026

163 holders · 14.43M shares · 52 new positions · 110 increased · 32 reduced · 15 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.1.80M8.11%+128.0KAug 7, 2026
Dimensional Fund Advisors LP1.26M5.67%+80.2KAug 11, 2026
Vanguard Capital Management LLC955.9K4.31%−29.1KAug 13, 2026
State Street Corp912.3K4.12%+413.4KAug 7, 2026
American Century Companies Inc709.6K3.20%+168.7KAug 12, 2026
Lazard Asset Management LLC640.7K2.89%+640.7KnewAug 14, 2026
Geode Capital Management, LLC576.6K2.60%+60.6KAug 12, 2026
Acadian Asset Management LLC387.4K1.75%+387.4KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Fourthstone LLC6.78%1.50M13GMay 15, 2026
Vanguard Capital Management5.10%1.13M13GApr 29, 2026
Dimensional Fund Advisors LP5.10%1.12M13GJan 21, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 11, 2026
Catharine L. Midkiffdirector
Sale1,000$31.2516,856
Jul 30, 2026
Bradford N. Langsofficer: PRESIDENT, CHIEF STRATEGY OFCR
Sale2,500$34.5433,242
Jul 30, 2026
Robert M. Boltondirector
Sale1,500$34.6055,000
May 12, 2026
Bradford N. Langsofficer: PRESIDENT, CHIEF STRATEGY OFCR
Sale5,500$26.4727,093
May 6, 2026
Elizabeth L. Walshdirector
Purchase4,575$26.2058,753
May 5, 2026
James W. Haskinsdirector
Sale1,000$26.0462,702
Oct 30, 2025
Robert M. Boltondirector
Sale1,901$17.2310,827

House and Senate disclosures

Not reported.