Carter Bankshares, Inc. (CARE) Ownership
CARE ownership summary
as of October 18, 2026- Institutions
- 67.8% of shares outstanding
- Insiders
- 2.28% of shares outstanding
- Shares outstanding
- 23.2M
- Float
- 21.2M shares available to trade
- Short interest
- 11.73% 2.7M shares short
- Days to cover
- 9.73 short interest up 18.2% vs prior month
- Institutions 67.83%
- Insiders 2.28%
- Other investors 29.89%
CARE top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.76% | 1.8M | $54.3M | +127,981 (+7.7%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 5.42% | 1.3M | $37.9M | +80,201 (+6.8%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.13% | 956K | $28.9M | −29,106 (−3.0%) | June 30, 2026 |
| 4 | State Street Corp | 3.94% | 912K | $27.6M | +413,408 (+82.9%) | June 30, 2026 |
| 5 | American Century Companies Inc | 3.06% | 710K | $21.4M | +168,702 (+31.2%) | June 30, 2026 |
| 6 | Lazard Asset Management LLC | 2.77% | 641K | $19.4M | +640,742 (0.0%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.49% | 577K | $17.4M | +60,639 (+11.8%) | June 30, 2026 |
| 8 | Acadian Asset Management LLC | 1.67% | 387K | $11.7M | +387,397 (0.0%) | June 30, 2026 |
| 9 | Kennedy Capital Management Inc | 1.66% | 384K | $11.6M | −65,533 (−14.6%) | June 30, 2026 |
| 10 | The Goldman Sachs Group Inc | 1.61% | 374K | $11.3M | +17,357 (+4.9%) | June 30, 2026 |
| 11 | Vanguard Portfolio Management, LLC | 1.30% | 302K | $9.1M | +137,966 (+84.2%) | June 30, 2026 |
| 12 | AQR Capital Management LLC | 1.29% | 300K | $9.1M | +239,810 (+400.3%) | June 30, 2026 |
| 13 | Algert Global LLC | 1.20% | 278K | $8.4M | +121,433 (+77.5%) | June 30, 2026 |
| 14 | Hillsdale Investment Management Inc. | 1.14% | 264K | $8.0M | +263,657 (0.0%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 0.96% | 223K | $6.7M | +102,807 (+85.8%) | June 30, 2026 |
| 16 | Nuveen, LLC | 0.84% | 195K | $5.9M | +148,266 (+316.0%) | June 30, 2026 |
| 17 | Northern Trust Corp | 0.82% | 190K | $5.7M | +14,348 (+8.2%) | June 30, 2026 |
| 18 | Huber Capital Management LLC | 0.79% | 184K | $5.5M | −7,000 (−3.7%) | June 30, 2026 |
| 19 | Petiole USA ltd | 0.77% | 179K | $5.4M | −202,151 (−53.0%) | June 30, 2026 |
| 20 | Tudor Investment Corp Et AL | 0.70% | 161K | $4.9M | +161,420 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 16 holders added 3.1M shares and 4 cut 304K.
CARE top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 3.24% | 750K | $22.6M | +1,512 (+0.2%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.92% | 677K | $20.4M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.66% | 617K | $18.6M | +20,241 (+3.4%) | September 30, 2026 |
| 4 | State Street® SPDR® S&PRgnllBkgETF | 2.09% | 485K | $14.7M | +14,496 (+3.1%) | September 30, 2026 |
| 5 | Fidelity Enhanced Small Cap Core ETF | 1.30% | 301K | $9.1M | +630 (+0.2%) | September 30, 2026 |
| 6 | DFA US Small Cap Value I | 1.26% | 291K | $8.8M | +16,937 (+6.2%) | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 1.04% | 242K | $7.3M | +2,747 (+1.2%) | July 31, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.77% | 178K | $5.4M | +270 (+0.2%) | September 30, 2026 |
| 9 | DFA US Targeted Value I | 0.70% | 163K | $4.9M | +8,328 (+5.4%) | August 31, 2026 |
| 10 | Lazard Baylight US Sm Cap Eq WW Dist EUR | 0.70% | 163K | $4.9M | +99,269 (+155.9%) | June 30, 2026 |
| 11 | Dimensional US Targeted Value ETF | 0.70% | 162K | $4.9M | +150 (+0.1%) | September 30, 2026 |
| 12 | Huber Small Cap Value Inv | 0.58% | 135K | $4.1M | — | September 30, 2026 |
| 13 | Vanguard Russell 2000 ETF | 0.56% | 129K | $3.9M | +1,509 (+1.2%) | September 30, 2026 |
| 14 | Dimensional US Small Cap Value ETF | 0.54% | 126K | $3.8M | +100 (+0.1%) | September 24, 2026 |
| 15 | EA Bridgeway Omni Small-Cap Value ETF | 0.45% | 104K | $3.1M | — | September 30, 2026 |
| 16 | Fidelity Extended Market Index | 0.44% | 103K | $3.1M | −2,179 (−2.1%) | August 31, 2026 |
| 17 | Principal US Small Cap ETF | 0.44% | 102K | $3.1M | +51 (+0.0%) | September 30, 2026 |
| 18 | Russell Inv Tax-Managed US Mid&Sm Cap S | 0.44% | 102K | $3.1M | — | August 31, 2026 |
| 19 | Janus Henderson Small Cap Gr Alpha ETF | 0.43% | 99K | $3.0M | +4,221 (+4.5%) | September 30, 2026 |
| 20 | DFA US Small Cap I | 0.43% | 99K | $3.0M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CARE insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-30 | Robert M Bolton | Sell | $17.23 | 1,901 | $32,754 |
| 2025-07-30 | Catharine L Midkiff | Sell | $17.76 | 2,000 | $35,520 |
| 2025-06-12 | Kevin S Bloomfield | Sell | $16.81 | 1,629 | $27,383 |
| 2025-06-11 | Kevin S Bloomfield | Sell | $16.71 | 4,509 | $75,345 |
| 2025-06-09 | Kevin S Bloomfield | Sell | $16.52 | 1,000 | $16,520 |
| 2025-06-02 | Catharine L Midkiff | Buy | $16.47 | 200 | $3,294 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CARE shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CARE
Institutional investors own 67.8% of Carter Bankshares's shares and insiders 2.28%. The largest holder is BlackRock Inc with 7.76% of the shares (1.8M), as of June 30, 2026. Among the top 20 institutions, 16 added shares and 4 reduced their stake in the latest filings. Short interest is 11.73% of the float, or 9.73 days of average trading volume. The share count fell 16.8% since 2014.
Related: CARE analyst forecast, CARE key metrics. See the CARE stock overview for the latest quote and news.
CARE ownership FAQ
Who owns the most Carter Bankshares stock?
The largest shareholders of Carter Bankshares are BlackRock Inc (7.76%), Dimensional Fund Advisors, Inc. (5.42%), Vanguard Capital Management, LLC (4.13%), State Street Corp (3.94%), American Century Companies Inc (3.06%).
What percentage of Carter Bankshares is owned by institutions?
Institutions hold 67.8% of Carter Bankshares's shares outstanding; insiders hold 2.28%.
Which funds own Carter Bankshares?
The largest fund holders of Carter Bankshares are Avantis US Small Cap Value ETF (3.24%), Vanguard MStar Total Stk Mkt Idx Invest (2.92%), iShares Russell 2000 ETF (2.66%), State Street® SPDR® S&PRgnllBkgETF (2.09%), Fidelity Enhanced Small Cap Core ETF (1.30%).
What is Carter Bankshares's short interest?
2.7M shares of Carter Bankshares were sold short, 11.73% of the float; at the average daily volume it would take 9.73 days to cover.
Are insiders buying or selling Carter Bankshares?
Of the latest 6 reported insider transactions in Carter Bankshares (since June 2, 2025), 1 were purchases and 5 were sales.
How many shares of Carter Bankshares are outstanding?
Carter Bankshares has 23.2M shares outstanding, of which 21.2M are in the public float.