13F

Stock

Carter Bankshares, Inc.

CARE · held by 121 managers

Reported value

$226.6M

Holders

121

+0 new · −0 exited

Holders’ est. mark

$47.6K

Price effect on 6 books still in the name

Largest holder

$33M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.1.68M$33MHeld
Vanguard1.29M$25.3MHeld
Fourthstone LLC1.24M$24.3MHeld
DIMENSIONAL FUND ADVISORS LP1.12M$22.1MHeld
State Street517.3K$10.2MHeld
GEODE CAPITAL MANAGEMENT, LLC508.3K$10MHeld
AMERICAN CENTURY COMPANIES INC473.8K$9.31MHeld
KENNEDY CAPITAL MANAGEMENT LLC441.3K$8.68MHeld
MALTESE CAPITAL MANAGEMENT LLC395.8K$7.78MHeld
Petiole USA ltd386.9K$7.61MHeld
GOLDMAN SACHS GROUP INC300.6K$5.91MHeld
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC191.2K$3.76MHeld
Huber Capital Management LLC191.1K$3.76MHeld
NORTHERN TRUST CORP171.3K$3.37MHeld
EJF Capital LP161.1K$3.17MHeld
DIVERSIFIED TRUST CO131.4K$2.58MHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC126.7K$2.49MHeld
MORGAN STANLEY126.2K$2.48M$31.6KCut−$901.2K
MENDON CAPITAL ADVISORS CORP117.4K$2.31MHeld
Russell Investments Group, Ltd.104.2K$2.05MHeld
Curi Capital, LLC93.3K$1.83MHeld
Squarepoint Ops LLC90K$1.77MHeld
Bank of New York Mellon Corp88.9K$1.75MHeld
FIRST TRUST ADVISORS LP78.5K$1.54MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC65.3K$1.28MHeld
Oppenheimer & Close, LLC62.5K$1.23MHeld
MARTINGALE ASSET MANAGEMENT L P60.5K$1.19MHeld
FIRST MANHATTAN CO. LLC.60K$1.18MHeld
Trexquant Investment LP59.9K$1.18MHeld
STIFEL FINANCIAL CORP55.7K$1.1MHeld
Daytona Street Capital LLC52.5K$1.03MHeld
AMERIPRISE FINANCIAL INC47.9K$941.6KHeld
Nuveen, LLC47.6K$935KHeld
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP46.8K$920KHeld
Icahn Capital46.2K$907.5KHeld
Citadel43.3K$852.1KHeld
D. E. Shaw & Co., Inc.42.6K$837.8KHeld
Creative Planning40.2K$790.8KHeld
WELLS FARGO & COMPANY/MN39.4K$774.1KHeld
JPMORGAN CHASE & CO38.7K$760.3KHeld
SEI INVESTMENTS CO38.5K$757.7KHeld
Renaissance Technologies36.7K$721.5KHeld
UBS Group AG35.1K$690KHeld
BARCLAYS PLC34.9K$686.2K$8.07KAdded$59.7K
PANAGORA ASSET MANAGEMENT INC33.5K$659KHeld
Kingsview Wealth Management, LLC33.1K$650.7KHeld
BANK OF AMERICA CORP /DE/31.5K$618.7K$7.87KAdded$2.51K
RHUMBLINE ADVISERS29.8K$586.6KHeld
Invesco Ltd.28.7K$564.1KHeld
SALZHAUER MICHAEL27.7K$545.4KHeld
Richard Young Associates, Ltd.26.7K$524.5KHeld
PRUDENTIAL FINANCIAL INC25.3K$497.9KHeld
TWO SIGMA INVESTMENTS, LP24.3K$477.9KHeld
ALLIANCEBERNSTEIN L.P.23.5K$461.8KHeld
Quantinno Capital Management LP22.1K$433.5KHeld
CAPTRUST FINANCIAL ADVISORS20.3K$399.5KHeld
LPL Financial LLC19.9K$392.2KHeld
FRANKLIN RESOURCES INC18.2K$357.8KHeld
DEUTSCHE BANK AG\15.9K$312.5KHeld
Polymer Capital Management (US) LLC15.5K$303.9KHeld
TRUIST FINANCIAL CORP13.8K$270.8KHeld
JANE STREET GROUP, LLC13.3K$261.7KHeld
Campbell & CO Investment Adviser LLC13.1K$256.8KHeld
Partners in Financial Planning12.9K$252.9KHeld
MetLife Investment Management, LLC11.4K$223.6KHeld
MILLENNIUM MANAGEMENT LLC11.1K$219KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10.5K$205.6KHeld
LOS ANGELES CAPITAL MANAGEMENT LLC11.7K$201.3KHeld
Fidelity6.04K$118.7KHeld
STRS OHIO5.5K$108.1KHeld
Police & Firemen's Retirement System of New Jersey5.37K$105.5KHeld
BNP PARIBAS FINANCIAL MARKETS5.27K$103.6KHeld
NEW YORK STATE COMMON RETIREMENT FUND4.53K$89.1KHeld
Salomon & Ludwin, LLC4.37K$86KHeld
Geneos Wealth Management Inc.2.63K$51.6KHeld
CITIGROUP INC2.5K$49.1KHeld
Legal & General Group Plc2.13K$41.9KHeld
Ameritas Investment Partners, Inc.2K$39.3KHeld
FEDERATED HERMES, INC.1.63K$32KHeld
Pinnacle Wealth Planning Services, Inc.1.55K$30.4KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1.38K$27.2KHeld
Larson Financial Group LLC1.24K$24.4KHeld
Sterling Capital Management LLC1.09K$21.5KHeld
Torren Management, LLC1.09K$21.5KHeld
OSAIC HOLDINGS, INC.917$18KHeld
Farther Finance Advisors, LLC833$16.4KHeld
ROYAL BANK OF CANADA805$16KHeld
Versant Capital Management, Inc742$14.6KHeld
CIBC Private Wealth Group LLC712$14KHeld
Tower Research Capital LLC (TRC)606$11.9KHeld
EverSource Wealth Advisors, LLC513$10.1KHeld
NewEdge Advisors, LLC467$9.18KHeld
PNC Financial Services Group, Inc.465$9.14KHeld
NISA INVESTMENT ADVISORS, LLC412$8.1KHeld
GAMMA Investing LLC411$8.08KHeld
QUADRANT CAPITAL GROUP LLC325$6.39KHeld
Allworth Financial LP295$5.8K$45Added$2.35K
Atlantic Union Bankshares Corp268$5.27KHeld
Essential Partners LLC266$5.23K$67Added$9
Fortitude Family Office, LLC227$4.46KHeld
Optiver Holding B.V.210$4.13KHeld
North Star Investment Management Corp.145$2.85KHeld
Rockefeller Capital Management L.P.84$1.65KHeld
Smartleaf Asset Management LLC77$1.51KHeld
WPG Advisers, LLC72$1.42KHeld
ACADIAN ASSET MANAGEMENT LLC65K$1.27KHeld
True Wealth Design, LLC54$1.06KHeld
IFP Advisors, Inc49$963$12Cut−$7
ROTHSCHILD INVESTMENT LLC41$806Held
GSA CAPITAL PARTNERS LLP31.4K$617Held
SIGNATUREFD, LLC31$609Held
Parallel Advisors, LLC28$550Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC23$452Held
PRICE T ROWE ASSOCIATES INC /MD/13.8K$272Held
MAI Capital Management11$217Held
SG Americas Securities, LLC9.13K$180Held
State of Alaska, Department of Revenue3.23K$63Held
CWM, LLC2.45K$48Held
AMALGAMATED BANK705$14Held
HARBOR CAPITAL ADVISORS, INC.171$3Held
Covestor Ltd63$1Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.