Carter Bankshares, Inc. — Institutional Ownership
Which tracked institutions hold CARE, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
20
Funds holding
$74431234
Total value held
Buying
11 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $38916835 | 1668818 | -10128 | -0.60% |
| 2 | State Street Corp | $11634395 | 498902 | -18439 | -3.56% |
| 3 | Goldman Sachs Group Inc | $8310968 | 356388 | +55835 | +18.58% |
| 4 | Northern Trust Corp | $4091937 | 175469 | +4176 | +2.44% |
| 5 | Morgan Stanley | $2794192 | 119819 | -6370 | -5.05% |
| 6 | Bank Of New York Mellon Corp | $2008883 | 86144 | -2770 | -3.12% |
| 7 | Sei Investments Co | $1874449 | 80379 | — | NEW BUY |
| 8 | Bank Of America Corp /De/ | $1339431 | 57437 | +25967 | +82.51% |
| 9 | Ameriprise Financial Inc | $1116935 | 47896 | — | Held |
| 10 | Wells Fargo & Company/Mn | $774083 | 39374 | +6589 | +20.10% |
| 11 | Invesco Ltd. | $564124 | 28694 | -2985 | -9.42% |
| 12 | Franklin Resources Inc | $424447 | 18201 | — | Held |
| 13 | Truist Financial Corp | $319951 | 13720 | -56 | -0.41% |
| 14 | Barclays Plc | $144023 | 6176 | — | NEW BUY |
| 15 | Pnc Financial Services Group, Inc. | $53892 | 2311 | +1846 | +396.99% |
| 16 | Citigroup Inc | $49130 | 2499 | +238 | +10.53% |
| 17 | Royal Bank Of Canada | $7000 | 333 | — | NEW BUY |
| 18 | Atlantic Union Bankshares Corp | $5269 | 268 | — | Held |
| 19 | Us Bancorp \De\ | $1236 | 53 | — | NEW BUY |
| 20 | Amalgamated Financial Corp. | $54 | 3119 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.