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Carpenter Technology Corp

CRS
Exchange
NYSE
Industry
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)
SEC CIK
0000017843

In the last 90 days, Carpenter Technology Corp insiders filed 0 open-market purchases and 3 sales; 881 institutions reported holding it in 13F filings for Q2 2026, worth $28.6B in total; 4 superinvestors hold it, including Lone Pine Capital and Third Point.

13F holders, Q3 2023

Institutional positions in Carpenter Technology Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
282
+35 vs. Q2 2023
Shares held
45.4M
−43.2K (−0.1%) vs. Q2 2023
Total value
$3.05B
+$508.1M (+20.0%) vs. Q2 2023
New holders
56
82 more added
Sold out
21
111 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CRS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 282 institutions
Q1 2021: 209 institutionsQ2 2021: 187 institutionsQ3 2021: 186 institutionsQ4 2021: 194 institutionsQ1 2022: 199 institutionsQ2 2022: 190 institutionsQ3 2022: 191 institutionsQ4 2022: 212 institutionsQ1 2023: 222 institutionsQ2 2023: 249 institutionsQ3 2023: 282 institutionsQ4 2023: 303 institutionsQ1 2024: 296 institutionsQ2 2024: 362 institutionsQ3 2024: 408 institutionsQ4 2024: 456 institutionsQ1 2025: 479 institutionsQ2 2025: 574 institutionsQ3 2025: 580 institutionsQ4 2025: 626 institutionsQ1 2026: 700 institutionsQ2 2026: 881 institutions
Value heldQ3 2023: $3.05B
Q1 2021: $1.80BQ2 2021: $1.79BQ3 2021: $1.44BQ4 2021: $1.28BQ1 2022: $1.92BQ2 2022: $1.26BQ3 2022: $1.41BQ4 2022: $1.66BQ1 2023: $2.03BQ2 2023: $2.55BQ3 2023: $3.05BQ4 2023: $3.24BQ1 2024: $3.28BQ2 2024: $5.12BQ3 2024: $7.50BQ4 2024: $7.97BQ1 2025: $9.01BQ2 2025: $13.6BQ3 2025: $11.9BQ4 2025: $15.4BQ1 2026: $18.6BQ2 2026: $28.6B
Institutions holding CRS and their total value by quarter
QuarterHoldersValue
Q2 2026881$28.6B
Q1 2026700$18.6B
Q4 2025626$15.4B
Q3 2025580$11.9B
Q2 2025574$13.6B
Q1 2025479$9.01B
Q4 2024456$7.97B
Q3 2024408$7.50B
Q2 2024362$5.12B
Q1 2024296$3.28B
Q4 2023303$3.24B
Q3 2023282$3.05B
Q2 2023249$2.55B
Q1 2023222$2.03B
Q4 2022212$1.66B
Q3 2022191$1.41B
Q2 2022190$1.26B
Q1 2022199$1.92B
Q4 2021194$1.28B
Q3 2021186$1.44B
Q2 2021187$1.79B
Q1 2021209$1.80B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q2 2023.

Institutions holding CRS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Trust Advisors LP42,167$2.83M0.00%+29,548+234.2%Added
Van Eck Associates Corp43,080$2.90M0.01%−10,227−19.2%Reduced
Great West Life Assurance Co43,789$2.94M0.01%−1,012−2.3%Reduced
EAM Investors, LLC43,787$2.94M0.57%+26,638+155.3%Added
Wells Fargo & Company45,438$3.05M0.00%−7,703−14.5%Reduced
PDT Partners, LLC46,595$3.13M0.40%00.0%Unchanged
Credit Suisse AG47,079$3.16M0.00%−1,716−3.5%Reduced
Point72 Asset Management, L.P.50,725$3.41M0.01%−1,316−2.5%Reduced
SG Americas Securities, LLC51,132$3.44M0.05%+25,676+100.9%Added
California State Teachers Retirement System53,571$3.60M0.01%−5,152−8.8%Reduced
Jane Street Group, LLC55,521$3.73M0.01%+42,653+331.5%Added
Algert Global LLC56,762$3.81M0.18%−19,470−25.5%Reduced
UBS Asset Management Americas Inc57,312$3.85M0.00%+3,296+6.1%Added
Price T Rowe Associates Inc57,826$3.89M0.00%−14,828−20.4%Reduced
Public Sector Pension Investment Board60,007$4.03M0.03%−26,170−30.4%Reduced
Alliancebernstein L.P.60,521$4.07M0.00%−5,200−7.9%Reduced
Macquarie Group Ltd61,629$4.14M0.01%+31,982+107.9%Added
The PNC Financial Services Group, Inc.62,070$4.17M0.00%−1,667−2.6%Reduced
EAM Global Investors LLC65,686$4.41M1.19%+76+0.1%Added
New York State Teachers Retirement System66,248$4.45M0.01%−10,863−14.1%Reduced
Russell Investments Group, Ltd.67,457$4.53M0.01%+1,184+1.8%Added
Castleark Management LLC70,790$4.76M0.24%+70,790New
SEI Investments Co71,333$4.79M0.01%+10,651+17.6%Added
Renaissance Technologies LLC82,300$5.53M0.01%+82,300New
1492 Capital Management LLC86,148$5.79M3.73%−1,277−1.5%Reduced
Roubaix Capital, LLC96,058$6.46M4.76%+8,224+9.4%Added
Squarepoint Ops LLC99,030$6.66M0.03%+46,333+87.9%Added
SG Capital Management LLC104,117$7.00M2.98%+26,799+34.7%Added
BNP Paribas Arbitrage, SA106,019$7.13M0.02%+88,046+489.9%Added
Swiss National Bank106,700$7.17M0.01%+1,100+1.0%Added
Citadel Advisors LLC120,288$8.08M0.01%−237,181−66.4%Reduced
Weiss Multi-Strategy Advisers LLC124,655$8.38M0.20%−183,185−59.5%Reduced
Kennedy Capital Management, Inc.134,511$9.04M0.22%−798−0.6%Reduced
Legal & General Group Plc139,007$9.34M0.00%−3,663−2.6%Reduced
First Eagle Investment Management, LLC140,515$9.44M0.02%−12,141−8.0%Reduced
Intrinsic Edge Capital Management LLC143,287$9.63M1.19%−39,758−21.7%Reduced
Raymond James & Associates145,835$9.80M0.01%−706−0.5%Reduced
JPMorgan Chase & Co155,742$10.5M0.00%+12,378+8.6%Added
State of Wisconsin Investment Board158,873$10.7M0.03%−6,620−4.0%Reduced
Rhumbline Advisers170,797$11.5M0.01%+3,143+1.9%Added
Lisanti Capital Growth, LLC177,970$12.0M1.89%+148,500+503.9%Added
Peregrine Capital Management LLC178,410$12.0M0.36%−7,635−4.1%Reduced
Hudson Bay Capital Management LP194,327$13.1M0.12%+24,300+14.3%Added
Ceredex Value Advisors LLC198,350$13.3M0.24%−59,050−22.9%Reduced
Putnam Investments LLC222,562$15.0M0.02%+63,963+40.3%Added
Prudential Financial Inc229,397$15.4M0.02%+51,562+29.0%Added
Hawk Ridge Capital Management LP230,200$15.5M0.76%+230,200New
Penn Capital Management Co Inc234,498$15.8M1.62%−70,685−23.2%Reduced
Royce & Associates LP250,052$16.8M0.17%−13,920−5.3%Reduced
New York State Common Retirement Fund260,761$17.5M0.03%+3,228+1.3%Added
SPX Equities Gestao de Recursos Ltda282,780$19.0M1.01%−85,250−23.2%Reduced
Bank of America Corp291,863$19.6M0.00%−21,248−6.8%Reduced
Millennium Management LLC298,413$20.1M0.02%−66,650−18.3%Reduced
RMB Capital Management, LLC311,814$21.0M0.72%+5,271+1.7%Added
Norges Bank323,454$21.7M0.00%−177,476−35.4%Reduced
Mirae Asset Global Investments Co., Ltd.351,155$23.6M0.05%+28,605+8.9%Added
Principal Financial Group Inc359,981$24.2M0.02%+31,694+9.7%Added
Ameriprise Financial Inc372,392$25.0M0.01%+162,301+77.3%Added
Assenagon Asset Management S.A.406,108$27.3M0.10%+257,178+172.7%Added
Driehaus Capital Management LLC406,584$27.3M0.36%−114,381−22.0%Reduced
Wellington Management Group LLP421,649$28.3M0.01%−17,370−4.0%Reduced
Balyasny Asset Management LLC433,070$29.1M0.08%−166,123−27.7%Reduced
Fisher Asset Management, LLC451,368$30.3M0.02%−16,931−3.6%Reduced
Goldman Sachs Group Inc533,441$35.9M0.01%−19,827−3.6%Reduced
Morgan Stanley552,597$37.1M0.00%+53,254+10.7%Added
Nuveen Asset Management, LLC563,108$37.8M0.01%+149,924+36.3%Added
Emerald Mutual Fund Advisers Trust564,965$38.0M2.29%00.0%Unchanged
Charles Schwab Investment Management Inc638,561$42.9M0.01%−24,275−3.7%Reduced
Granite Investment Partners, LLC640,760$43.1M1.80%−14,974−2.3%Reduced
Emerald Advisers, LLC687,232$46.2M2.24%−595−0.1%Reduced
Northern Trust Corp745,372$50.1M0.01%−2,578−0.3%Reduced
Thrivent Financial for Lutherans810,223$54.5M0.13%−21,668−2.6%Reduced
Bank of New York Mellon Corp930,273$62.5M0.01%−59,295−6.0%Reduced
T. Rowe Price Investment Management, Inc.943,114$63.4M0.04%−4700.0%Reduced
Geode Capital Management, LLC985,651$66.3M0.01%+38,663+4.1%Added
Invesco Ltd.1,331,705$89.5M0.02%+259,330+24.2%Added
Frontier Capital Management Co LLC1,485,252$99.8M1.10%−94,779−6.0%Reduced
FMR LLC1,545,931$103.9M0.01%+212,321+15.9%Added
State Street Corp2,988,775$200.9M0.01%+210,164+7.6%Added
Dimensional Fund Advisors LP3,573,219$240.2M0.08%−71,191−2.0%Reduced
Vanguard Group Inc5,855,711$393.6M0.01%+53,994+0.9%Added
BlackRock Inc.7,728,391$519.4M0.01%−160,288−2.0%Reduced
Alyeska Investment Group, L.P.0$00.00%−387,363−100.0%Sold out
Deprince Race & Zollo Inc0$00.00%−156,956−100.0%Sold out
Crestline Management, LP0$00.00%−146,207−100.0%Sold out
Two Sigma Investments, LP0$00.00%−32,877−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−28,704−100.0%Sold out
Ergoteles LLC0$00.00%−25,951−100.0%Sold out
Duality Advisers, LP0$00.00%−18,993−100.0%Sold out
Empowered Funds, LLC0$00.00%−15,787−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−14,653−100.0%Sold out
HRT Financial LP0$00.00%−7,588−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−7,500−100.0%Sold out
Shay Capital LLC0$00.00%−6,800−100.0%Sold out
S. R. Schill & Associates0$00.00%−5,428−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,751−100.0%Sold out
National Asset Management, Inc.0$00.00%−3,738−100.0%Sold out
Investors Research Corp0$00.00%−2,900−100.0%Sold out
Private Trust Co NA0$00.00%−92−100.0%Sold out
Sandy Spring Bank0$00.00%−40−100.0%Sold out