Carter Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 1.76 M | $28.53 M | 0.98% | 7.71% |
| VANGUARD GROUP INC | 05/09/2025 | 1.29 M | $20.91 M | 1.19% | 5.65% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.06 M | $17.10 M | 4.00% | 4.62% |
| 05/12/2025 | 557.50 K | $5.68 M | 100.00% | 2.44% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 532.14 K | $8.61 M | 1.89% | 2.33% |
| STATE STREET CORP | 05/15/2025 | 509.19 K | $8.24 M | -1.05% | 2.23% |
| FOURTHSTONE LLC | 05/14/2025 | 443.93 K | $7.18 M | -19.43% | 1.94% |
| PETIOLE USA LTD | 05/14/2025 | 386.87 K | $6.26 M | 0.00% | 1.69% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 368.24 K | $5.96 M | 13.46% | 1.61% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 336.60 K | $5.45 M | -1.92% | 1.47% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2025 | 288.46 K | $4.67 M | 43.51% | 1.26% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 209.61 K | $3.39 M | -24.00% | 0.92% |
| HUBER CAPITAL MANAGEMENT LLC | 05/14/2025 | 202.47 K | $3.28 M | 0.00% | 0.89% |
| NORTHERN TRUST CORP | 05/13/2025 | 189.03 K | $3.06 M | -3.99% | 0.83% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 181.64 K | $2.94 M | -1.46% | 0.79% |
| MORGAN STANLEY | 05/15/2025 | 176.20 K | $2.85 M | -1.56% | 0.77% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 151.21 K | $2.45 M | 4.24% | 0.66% |
| CITADEL ADVISORS LLC | 05/15/2025 | 142.04 K | $2.30 M | 20.06% | 0.62% |
| EJF CAPITAL LLC | 05/15/2025 | 138.77 K | $2.25 M | -31.93% | 0.61% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 123.08 K | $1.99 M | 0.00% | 0.54% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 102.97 K | $1.67 M | 12.38% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 93.82 K | $1.52 M | 1.45% | 0.41% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 90.73 K | $1.47 M | 7.28% | 0.40% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 82.11 K | $1.33 M | 7.60% | 0.36% |
| JPMORGAN CHASE & CO | 05/12/2025 | 80.55 K | $1.30 M | -35.28% | 0.35% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 79.90 K | $1.29 M | 34.29% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 69.23 K | $1.12 M | -1.44% | 0.30% |
| MENDON CAPITAL ADVISORS CORP | 05/21/2025 | 69.12 K | $1.12 M | 7.80% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 67.81 K | $1.10 M | 8.52% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 65.65 K | $1.06 M | 0.05% | 0.29% |
| PANAGORA ASSET MANAGEMENT INC | 05/15/2025 | 64.95 K | $1.05 M | 55.14% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 61.45 K | $994.33 K | 114.77% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 60.70 K | $982.05 K | 330.98% | 0.27% |
| FIRST MANHATTAN CO. LLC. | 05/15/2025 | 60.00 K | $970.80 K | 0.00% | 0.26% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 56.37 K | $912.07 K | 0.00% | 0.25% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 52.53 K | $849.98 K | -7.12% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 51.49 K | $833.08 K | 18.59% | 0.23% |
| MACKENZIE FINANCIAL CORP | 05/07/2025 | 50.07 K | $810.12 K | 78.63% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 43.73 K | $707.54 K | -60.19% | 0.19% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 42.92 K | $694.40 K | 2.02% | 0.19% |
| UBS GROUP AG | 05/13/2025 | 36.74 K | $594.41 K | -72.89% | 0.16% |
| JANE STREET GROUP, LLC | 05/19/2025 | 36.17 K | $585.23 K | 100.00% | 0.16% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/02/2025 | 36.10 K | $584.08 K | 0.00% | 0.16% |
| RHUMBLINE ADVISERS | 05/29/2025 | 34.98 K | $565.98 K | -30.92% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 33.10 K | $535.56 K | -54.22% | 0.14% |
| INVESCO LTD. | 05/12/2025 | 33.08 K | $535.15 K | -13.28% | 0.14% |
| MARSHALL WACE, LLP | 05/15/2025 | 32.69 K | $528.94 K | 100.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 29.00 K | $469.19 K | 1.05% | 0.13% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 25.18 K | $407.33 K | 88.14% | 0.11% |
| MAN GROUP PLC | 05/15/2025 | 25.05 K | $405.34 K | 93.39% | 0.11% |
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Carter Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Carter Bankshares, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.76 M
VANGUARD GROUP INC: 1.29 M
DIMENSIONAL FUND ADVISORS LP: 1.06 M
GEODE CAPITAL MANAGEMENT, LLC: 532,143
STATE STREET CORP: 509,194
Fourthstone LLC: 443,933
49.30% of Carter Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 12.88 M shares in the last 24 months. This purchase volume represents approximately $229.48 M in transactions.