Carter Bankshares, Inc.
Carter Bankshares, Inc. (CARE) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CARE · as of Sep 30, 2025
Ownership Breakdown
124
Institutional Holders
▲ 8 vs Q2
$223.54M
Total Inst. Value
▲ $29.01M vs Q2
22.22M
Shares Outstanding
freeFloat 95.81%
11.52M
13F Shares Held
▲ 298,372 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CARE largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. national commercial banks | 1.68M | 7.38% | 7.38% | $32.69B | Nov 12, 2025 | ▼ 887 |
VANGUARD GROUP INC national commercial banks | 1.28M | 5.63% | 5.63% | $24.93B | Nov 7, 2025 | ▼ 2.5K |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 1.13M | 4.96% | 4.96% | $21.93B | Nov 12, 2025 | ▲ 24.6K |
FOURTHSTONE LLC national commercial banks | 1.04M | 4.55% | 4.55% | $20.16B | Nov 14, 2025 | ▲ 454.6K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 529.4K | 2.32% | 2.32% | $10.28B | Nov 12, 2025 | ▼ 6.2K |
STATE STREET CORP national commercial banks | 526.9K | 2.31% | 2.31% | $10.23B | Nov 14, 2025 | ▲ 13.5K |
KENNEDY CAPITAL MANAGEMENT LLC national commercial banks | 441.1K | 1.93% | 1.93% | $8.56B | Nov 13, 2025 | ▲ 50.5K |
AMERICAN CENTURY COMPANIES INC national commercial banks | 413.2K | 1.81% | 1.81% | $8.02B | Nov 12, 2025 | ▲ 63.7K |
PETIOLE USA LTD national commercial banks | 386.9K | 1.70% | 1.70% | $7.51B | Nov 13, 2025 | — held |
MALTESE CAPITAL MANAGEMENT LLC national commercial banks | 369.0K | 1.62% | 1.62% | $7.16B | Nov 14, 2025 | ▲ 4.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
22
Increased
+864.3K shares0
New Positions
first time holders21
Decreased
−423.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+441.3K
+864.3K / −423.0K
Net new holders
+1
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CARE insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
4
Sell transactions
0.75
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Davis Jane Ann EVP, CHIEF ADMIN. OFFICER | May 21, 2026 | Tax Withhold | 261 | $26.95 | $7.0K | 13.7K | Form 4 ↗ |
Langs Bradford N. PRESIDENT, CHIEF STRATEGY OFCR | May 12, 2026 | Sale | 5,500 | $26.47 | $145.6K | 27.1K | Form 4 ↗ |
Walsh Elizabeth L. director | May 8, 2026 | Gift | 725 | — | — | 58.0K | Form 4 ↗ |
Walsh Elizabeth L. director | May 6, 2026 | Purchase | 4,575 | $26.20 | $119.9K | 58.8K | Form 4 ↗ |
Haskins James W. director | May 5, 2026 | Sale | 1,000 | $26.04 | $26.0K | 62.7K | Form 4 ↗ |
Davis Jane Ann EVP, CHIEF ADMIN. OFFICER | Apr 27, 2026 | Award | 1,850 | — | — | 14.0K | Form 4 ↗ |
Adams Arthur Loran EVP, DIRECTOR OF REG RISK MNGT | Apr 27, 2026 | Award | 1,650 | — | — | 13.1K | Form 4 ↗ |
Davis Jane Ann EVP, CHIEF ADMIN. OFFICER | Apr 20, 2026 | Tax Withhold | 296 | $24.24 | $7.2K | 12.1K | Form 4 ↗ |
Van Dyke Litz H CHIEF EXECUTIVE OFFICER | Mar 4, 2026 | Tax Withhold | 819 | $20.98 | $17.2K | 67.5K | Form 4 ↗ |
Langs Bradford N. PRESIDENT, CHIEF STRATEGY OFCR | Mar 4, 2026 | Tax Withhold | 638 | $20.98 | $13.4K | 32.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Carter Bankshares, Inc. (CARE) is primarily owned by institutional investors, who hold approximately 51.8% of total shares outstanding. Company insiders own approximately 4.19%, while retail and public investors account for the remaining 43.98%.
The largest institutional shareholder of Carter Bankshares, Inc. is BLACKROCK, INC., holding approximately 1.68 million shares — equal to 7.38% of outstanding shares — as of September 30, 2025.
A total of 124 institutional investors currently hold CARE stock, with a combined institutional value of approximately $223,539,012 as of the most recent 13F filing period.
Frequently asked questions
CARE ownershipCarter Bankshares, Inc. (CARE) is primarily owned by institutional investors, who hold approximately 51.8% of shares. The largest shareholder is BLACKROCK, INC. with a 7.38% stake. Company insiders hold 4.19%. Data sourced from SEC Form 13F as of September 30, 2025.