$CARE

$30.88 +$0.31 (1.01%) Close

$CARE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 22.2M shares outstanding

Who owns CARE?

By type of holder

Institutions 65.5% Insiders 4.6% Everyone else 30.0%

Concentration Top 10 holders own 36.6%

BlackRock, Inc. 8.1% · Dimensional Fund Advisors LP 5.7%

Institutional ownership

65.5%

+8.2 pts vs last qtr

Institutional holders

162

+37 vs last qtr

Net shares bought

+1.8M

by institutions in Q2 2026

New / sold out

50 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Lazard Asset Management LLC NEW +640.7K
State Street Corp +413.4K

Biggest sellers in Q2 2026

Fourthstone LLC SOLD OUT −1.5M
Maltese Capital Management LLC −223.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Carter Bankshares Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

−14.5%

−2.57% a year

Each share's claim on the business

+16.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$79.5M vs $9.14M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years53% 3–5 years11% 1–3 years13% Under 1 year23%

Quarterly turnover

31.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CARE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.8M	8.11%	+128.0K (+7.7%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q2'26) Change over 8 quarters+98.2K Share of the company8.110% BlackRock, Inc.'s full portfolio →
F Fourthstone LLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding1.5M (Q1'26) Change over 8 quarters−274.5K Fourthstone LLC's full portfolio →

BlackRock, Inc.

1.8M

% of company

8.11%

Change vs last qtr

+128.0K (+7.7%)

Held since

≤2021

Fourthstone LLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

See every manager holding Carter Bankshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CARE on Form N-PORT; together they hold 30.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$23M	676.6K	3.05%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$19.4M	571.1K	2.58%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$23M

% of company

3.05%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$19.4M

% of company

2.58%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Carter Bankshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WE Walsh Elizabeth L. Insider	487.7K	2.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.200% Walsh Elizabeth L.'s insider activity →
DL Dyke Litz Van Insider	79.8K	0.36%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.360% Dyke Litz Van's insider activity →

Walsh Elizabeth L.

Insider

487.7K

% of company

2.20%

Change vs last qtr

—

Held since

—

Dyke Litz Van

Insider

79.8K

% of company

0.36%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Carter Bankshares Inc.

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