Who Owns Carter Bankshares Stock?
NASDAQ: CAREFinancial ServicesBanks - RegionalUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 67.19%
- Held by insiders
- 2.28%
- Institutional holders
- 221
- Institutions 67.2%
- Insiders 2.3%
- Public and other 30.5%
Who owns Carter Bankshares stock?
Institutional investors own about 67.2% of Carter Bankshares's shares, spread across 221 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 2.28% of CARE.
The largest institutional holders are Blackrock Inc. (8.11%), Dimensional Fund Advisors LP (5.67%) and Vanguard Capital Management LLC (4.31%). Together, the top 10 institutions control 36.1% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their CARE positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CARE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 1.80M | 8.11% | +7.7% |
| Dimensional Fund Advisors LP | 1.26M | 5.67% | +6.8% |
| Vanguard Capital Management LLC | 955.88K | 4.31% | -3.0% |
| State Street Corporation | 912.31K | 4.12% | +82.9% |
| American Century Companies Inc | 709.57K | 3.20% | +31.2% |
| Lazard Asset Management LLC | 640.74K | 2.89% | +100.0% |
| Geode Capital Management, LLC | 576.61K | 2.60% | +11.8% |
| Acadian Asset Management. LLC | 387.40K | 1.75% | +100.0% |
| Kennedy Capital Management, LLC | 384.08K | 1.73% | -14.6% |
| Goldman Sachs Group Inc | 373.75K | 1.69% | +4.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CARE
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 703.85K | 3.18% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 676.58K | 3.05% |
| iShares Trust-iShares Russell 2000 ETF | 594.95K | 2.68% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | 342.13K | 1.54% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 310.55K | 1.40% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 274.27K | 1.24% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 256.88K | 1.16% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 241.60K | 1.09% |
| iShares Trust-iShares Russell 2000 Value ETF | 174.93K | 0.79% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 146.45K | 0.66% |
Frequently asked questions
Who is the largest shareholder of Carter Bankshares?
Blackrock Inc. is the largest institutional shareholder of CARE, owning 8.11% of shares outstanding (1.80M shares) as of its latest 13F filing.
What percentage of Carter Bankshares is owned by institutions?
Institutions own about 67.2% of CARE shares and 68.8% of the public float.
How much of Carter Bankshares do insiders own?
Insiders, such as officers and directors, own about 2.28% of CARE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.