Carter Bankshares, Inc. — Institutional Ownership
Which tracked institutions hold CARE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
25
Funds holding
$142209042
Total value held
Buying
20 added/new · 4 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $61109134 | 1796799 | +127981 | +7.67% |
| 2 | State Street Corp | $31027663 | 912310 | +413408 | +82.86% |
| 3 | Goldman Sachs Group Inc | $12711067 | 373745 | +17357 | +4.87% |
| 4 | Morgan Stanley | $7571525 | 222626 | +102807 | +85.80% |
| 5 | Northern Trust Corp | $6455676 | 189817 | +14348 | +8.18% |
| 6 | Bank Of America Corp /De/ | $3616284 | 106330 | +48893 | +85.12% |
| 7 | Invesco Ltd. | $2879218 | 84658 | +84658 | NEW BUY |
| 8 | Prudential Financial Inc | $2692742 | 79175 | +79175 | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $2432946 | 71536 | -14608 | -16.96% |
| 10 | Ameriprise Financial Inc | $1968839 | 57890 | +57890 | NEW BUY |
| 11 | Stifel Financial Corp | $1709206 | 50256 | +50256 | NEW BUY |
| 12 | Ubs Group Ag | $1497801 | 44040 | +44040 | NEW BUY |
| 13 | Sei Investments Co | $1414512 | 41591 | -38788 | -48.26% |
| 14 | Wells Fargo & Company/Mn | $1402113 | 41227 | +7887 | +23.66% |
| 15 | Citigroup Inc | $990167 | 29114 | +26615 | +1065.03% |
| 16 | Franklin Resources Inc | $916059 | 26935 | +8734 | +47.99% |
| 17 | Barclays Plc | $903543 | 26567 | +20391 | +330.17% |
| 18 | Truist Financial Corp | $437199 | 12855 | -865 | -6.30% |
| 19 | Jpmorgan Chase & Co | $365452 | 10968 | +1552 | +16.48% |
| 20 | Pnc Financial Services Group, Inc. | $53056 | 1560 | -751 | -32.50% |
| 21 | Royal Bank Of Canada | $32000 | 955 | +622 | +186.79% |
| 22 | Us Bancorp \De\ | $12753 | 375 | +322 | +607.55% |
| 23 | Atlantic Union Bankshares Corp | $9115 | 268 | — | Held |
| 24 | Zions Bancorporation, National Association /Ut/ | $918 | 27 | +27 | NEW BUY |
| 25 | Amalgamated Financial Corp. | $54 | 3119 | +3119 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.