No AI summary for this filing type
View Full Filing (SEC EDGAR)Carter Bankshares Inc
$30.21-0.3%
+$129.6M
Net Activity
+14.92% total shares
Institutions Holding
164
Popularity Rank
#3488
Avg Weight
0.07%
Total Value
$495.9M
Market Cap
$678.4M
164 institutions currently hold CARE, with 112 net buyers and 46 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
46
Net Buying Institutions
112
Top 5 by Value
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Across its top 20 institutional holders, CARE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 30/100).
CARE ranks #3488 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
164 institutions disclose a position in CARE, but none treat it as a major bet — even Petiole USA ltd, its most concentrated holder, allocates just 4.4% of its own portfolio to it.
GAMMA Investing LLC has added to its CARE position for two straight quarters, increasing it by $6.6K to reach $16.8K today.
Essential Partners LLC has trimmed its CARE position for two straight quarters, cutting it by $3.3K while still holding $3.0K.
CARE is down 0.3% today, but institutions show net buying of $129.6M this quarter — a divergence between today's price move and the underlying institutional flow.
CARE closed its latest fiscal year with net income of $31.4M, and currently trades at a P/E of 21.6.
+$181.2M
Total Buy Value
$86.8M
Total Sell Value
112
Net Buyers
46
Net Sellers
CARE
Q2 2026
Top 5 Institutional Movers
CARE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Dimensional Fund Advisors LP | 13G/A | 2026-10-08 | 6.2% |
| Fourthstone LLC | 13G/A | 2026-08-14 | 0.0% |
| Vanguard Capital Management | 13G/A | 2026-07-31 | 5.0% |
5
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)Carter Bankshares' board has set up a Dividend Reinvestment and Stock Purchase Plan, offering up to 1,000,000 common shares to existing shareholders. Participants can reinvest their dividends or buy more shares with extra cash, and the plan is run by transfer agent Computershare. Reinvestment won't begin until the first dividend declared and paid after August 24, 2026, so the dividend announced July 22 and payable August 24 doesn't qualify. The company also filed an S-3D registration statement with the SEC that became effective August 11, 2026.
View Full Filing (SEC EDGAR)Carter Bankshares (ticker: CARE) filed an 8-K on July 27, 2026, to disclose under Regulation FD an investor presentation that management will use in future discussions with investors and analysts. The presentation includes financial data and is available on the company's website as Exhibit 99.1.
View Full Filing (SEC EDGAR)Carter Bankshares, Inc. issued a press release on July 23, 2026, announcing its financial results for the three and six months ended June 30, 2026. The press release is attached as Exhibit 99.1 to this Form 8-K filing, which is submitted under Item 2.02. The filing itself does not include any specific earnings figures or material changes—only the fact that the results were released.
View Full Filing (SEC EDGAR)Carter Bankshares (CARE) announced on July 23 that its Board declared a quarterly cash dividend of $0.10 per share, payable August 24 to shareholders of record as of August 10. Based on the July 22 closing price of $32.92, the annualized dividend yield is 1.22%. The company also issued a press release, attached as an exhibit to this 8-K filing.
View Full Filing (SEC EDGAR)146103106
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3254 13F institutions increased their position this quarter
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