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, Q4 2024
Institutional positions in Carpenter Technology Corp as of Dec 31, 2024. 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
- 456
- +53 vs. Q3 2024
- Shares held
- 46.9M
- +83.5K (+0.2%) vs. Q3 2024
- Total value
- $7.97B
- +$497.5M (+6.7%) vs. Q3 2024
- New holders
- 108
- 149 more added
- Sold out
- 55
- 149 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 881 | $28.6B |
| Q1 2026 | 700 | $18.6B |
| Q4 2025 | 626 | $15.4B |
| Q3 2025 | 580 | $11.9B |
| Q2 2025 | 574 | $13.6B |
| Q1 2025 | 479 | $9.01B |
| Q4 2024 | 456 | $7.97B |
| Q3 2024 | 408 | $7.50B |
| Q2 2024 | 362 | $5.12B |
| Q1 2024 | 296 | $3.28B |
| Q4 2023 | 303 | $3.24B |
| Q3 2023 | 282 | $3.05B |
| Q2 2023 | 249 | $2.55B |
| Q1 2023 | 222 | $2.03B |
| Q4 2022 | 212 | $1.66B |
| Q3 2022 | 191 | $1.41B |
| Q2 2022 | 190 | $1.26B |
| Q1 2022 | 199 | $1.92B |
| Q4 2021 | 194 | $1.28B |
| Q3 2021 | 186 | $1.44B |
| Q2 2021 | 187 | $1.79B |
| Q1 2021 | 209 | $1.80B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $170 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $170 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $170 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $339 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 2 | $340 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $509 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $509 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $509 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $510 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.70K | 0.00% | −2−16.7% | Reduced |
| Continuum Advisory, LLC | 11 | $1.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.04K | 0.00% | +2+20.0% | Added |
| True Wealth Design, LLC | 12 | $2.04K | 0.00% | +4+50.0% | Added |
| GWM Advisors LLC | 13 | $2.21K | 0.00% | +13 | New |
| Center for Financial Planning, Inc. | 15 | $2.55K | 0.00% | +15 | New |
| Amundi | 15 | $2.76K | 0.00% | +15 | New |
| Colonial Trust Co | 18 | $2.93K | 0.00% | +18 | New |
| GeoWealth Management, LLC | 18 | $3.05K | 0.00% | +2+12.5% | Added |
| LGT Financial Advisors LLC | 18 | $3.06K | 0.01% | +18 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $4.41K | 0.00% | +1+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 28 | $4.76K | 0.00% | +11+64.7% | Added |
| Meeder Asset Management Inc | 29 | $4.92K | 0.00% | −1−3.3% | Reduced |
| Spire Wealth Management | 30 | $5.15K | 0.00% | +30 | New |
| Sierra Ocean, LLC | 31 | $5.26K | 0.00% | +31 | New |
| SBI Securities Co., Ltd. | 33 | $5.60K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 34 | $5.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 34 | $5.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $5.77K | 0.00% | +3+9.7% | Added |
| Global Retirement Partners, LLC | 37 | $6.28K | 0.00% | +10+37.0% | Added |
| Private Wealth Management Group, LLC | 37 | $6.28K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 37 | $6.28K | 0.00% | +37 | New |
| Lindbrook Capital, LLC | 41 | $6.96K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 42 | $7.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $7.47K | 0.00% | +44 | New |
| IFP Advisors, Inc | 46 | $7.81K | 0.00% | +14+43.8% | Added |
| Sterling Capital Management LLC | 49 | $8.32K | 0.00% | +1+2.1% | Added |
| Darwin Advisors, LLC | 50 | $8.48K | 0.00% | +50 | New |
| Hillsdale Investment Management Inc. | 50 | $8.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $8.82K | 0.00% | −82−61.2% | Reduced |
| Rothschild Investment LLC | 54 | $9.16K | 0.00% | +5+10.2% | Added |
| Signaturefd, LLC | 55 | $9.33K | 0.00% | +2+3.8% | Added |
| MCF Advisors LLC | 61 | $10.4K | 0.00% | +61 | New |
| First Horizon Advisors, Inc. | 70 | $11.9K | 0.00% | −15−17.6% | Reduced |
| CoreCap Advisors, LLC | 70 | $11.9K | 0.00% | −50−41.7% | Reduced |
| Hemington Wealth Management | 74 | $12.0K | 0.00% | +12+19.4% | Added |
| REAP Financial Group, LLC | 75 | $12.7K | 0.00% | +75 | New |
| Catalyst Capital Advisors LLC | 86 | $14.6K | 0.00% | −61−41.5% | Reduced |
| Clearstead Advisors, LLC | 91 | $15.4K | 0.00% | +91 | New |
| Heck Capital Advisors, LLC | 91 | $15.4K | 0.00% | +91 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 101 | $17.1K | 0.00% | +101 | New |
| Caitong International Asset Management Co., Ltd | 107 | $18.2K | 0.02% | +107 | New |
| Massmutual Trust Co FSB | 110 | $18.7K | 0.00% | −8−6.8% | Reduced |
| C M Bidwell & Associates Ltd | 112 | $19.0K | 0.01% | +21+23.1% | Added |
| Huntington National Bank | 116 | $19.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 119 | $20.2K | 0.00% | −139−53.9% | Reduced |
| R Squared Ltd | 120 | $20.4K | 0.02% | +120 | New |
| Park Square Financial Group, LLC | 120 | $20.4K | 0.01% | +120 | New |
| USA Financial Portformulas Corp | 146 | $24.8K | 0.00% | −16−9.9% | Reduced |
| Kestra Investment Management, LLC | 146 | $24.8K | 0.00% | +146 | New |
| Pathway Financial Advisers, LLC | 149 | $25.3K | 0.01% | −23,628−99.4% | Reduced |
| Bessemer Group Inc | 153 | $26.0K | 0.00% | −1,445−90.4% | Reduced |
| Archer Investment Corp | 200 | $33.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 222 | $37.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 239 | $40.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 242 | $41.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 247 | $41.9K | 0.01% | −25−9.2% | Reduced |
| CIBC Private Wealth Group, LLC | 243 | $44.7K | 0.00% | +127+109.5% | Added |
| Versant Capital Management, Inc | 282 | $47.9K | 0.01% | −92−24.6% | Reduced |
| Ameriflex Group, Inc. | 259 | $49.9K | 0.02% | +259 | New |
| Nomura Asset Management Co Ltd | 300 | $50.9K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 300 | $50.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 304 | $51.6K | 0.00% | +191+169.0% | Added |
| Parallel Advisors, LLC | 363 | $61.6K | 0.00% | +22+6.5% | Added |
| Hazlett, Burt & Watson, Inc. | 385 | $65.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 498 | $84.0K | 0.00% | −36−6.7% | Reduced |
| Bryn Mawr Trust Co | 500 | $84.9K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 568 | $96.4K | 0.00% | −272−32.4% | Reduced |
| Fifth Third Bancorp | 573 | $97.2K | 0.00% | +109+23.5% | Added |
| Van Hulzen Asset Management, LLC | 626 | $106.2K | 0.01% | +626 | New |
| EverSource Wealth Advisors, LLC | 669 | $113.5K | 0.01% | +71+11.9% | Added |
| Morse Asset Management, Inc | 677 | $114.9K | 0.03% | +152+29.0% | Added |
| Federation des caisses Desjardins du Quebec | 694 | $117.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 767 | $128.3K | 0.01% | +472+160.0% | Added |
| Covestor Ltd | 803 | $137.0K | 0.09% | −228−22.1% | Reduced |
| Jones Financial Companies LLLP | 829 | $140.7K | 0.00% | +252+43.7% | Added |
| Gen-Wealth Partners Inc | 864 | $146.6K | 0.06% | +864 | New |
| Stance Capital LLC | 918 | $155.8K | 0.10% | +918 | New |
| Kapitalo Investimentos Ltda | 1,020 | $173.1K | 0.12% | +1,020 | New |
| Ci Investments Inc. | 1,082 | $184.0K | 0.00% | +973+892.7% | Added |
| Point72 Hong Kong Ltd | 1,103 | $187.2K | 0.01% | +1,103 | New |
| GTS Securities LLC | 1,197 | $203.1K | 0.01% | −1,673−58.3% | Reduced |
| Radnor Capital Management, LLC | 1,200 | $204.0K | 0.03% | +1,200 | New |
| Atria Investments LLC | 1,215 | $206.2K | 0.00% | −278−18.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,216 | $206.4K | 0.01% | +1,216 | New |
| 180 Wealth Advisors, LLC | 1,217 | $206.5K | 0.03% | −158−11.5% | Reduced |