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, Q1 2025
Institutional positions in Carpenter Technology Corp as of Mar 31, 2025. 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
- 479
- +27 vs. Q4 2024
- Shares held
- 49.7M
- +3.14M (+6.7%) vs. Q4 2024
- Total value
- $9.01B
- +$1.11B (+14.0%) vs. Q4 2024
- New holders
- 88
- 164 more added
- Sold out
- 61
- 163 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 728 | $131.9K | 0.04% | +728 | New |
| Covestor Ltd | 748 | $135.0K | 0.09% | −55−6.8% | Reduced |
| Lazard Asset Management LLC | 796 | $143.0K | 0.00% | +298+59.8% | Added |
| Morse Asset Management, Inc | 802 | $145.3K | 0.04% | +125+18.5% | Added |
| Globeflex Capital L P | 846 | $153.3K | 0.01% | +838+10,475.0% | Added |
| Gen-Wealth Partners Inc | 864 | $156.5K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 918 | $166.5K | 0.00% | +89+10.7% | Added |
| Coldstream Capital Management Inc | 964 | $174.7K | 0.00% | +964 | New |
| Connors Investor Services Inc | 1,108 | $200.8K | 0.02% | +1,108 | New |
| 180 Wealth Advisors, LLC | 1,130 | $204.7K | 0.03% | −87−7.1% | Reduced |
| Boothbay Fund Management, LLC | 1,140 | $206.5K | 0.01% | +1,140 | New |
| Ci Investments Inc. | 1,160 | $210.0K | 0.00% | +78+7.2% | Added |
| Quantinno Capital Management LP | 1,162 | $210.5K | 0.00% | +1,162 | New |
| Horizon Family Wealth, Inc. | 1,170 | $212.0K | 0.14% | +1,170 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,180 | $213.8K | 0.10% | +1,180 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,183 | $214.3K | 0.01% | −33−2.7% | Reduced |
| Radnor Capital Management, LLC | 1,200 | $217.0K | 0.04% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,207 | $218.9K | 0.18% | −1,084−47.3% | Reduced |
| Elevatus Welath Management | 1,220 | $221.0K | 0.13% | +2+0.2% | Added |
| Advisory Services Network, LLC | 1,238 | $224.4K | 0.00% | +1,238 | New |
| NBC Securities, Inc. | 1,263 | $228.0K | 0.02% | +1,263 | New |
| Optivise Advisory Services LLC | 1,262 | $228.6K | 0.13% | −66−5.0% | Reduced |
| Anb Bank | 1,262 | $228.6K | 0.10% | −50−3.8% | Reduced |
| Koshinski Asset Management, Inc. | 1,289 | $233.5K | 0.02% | +1,289 | New |
| Sanctuary Advisors, LLC | 1,305 | $236.4K | 0.00% | +167+14.7% | Added |
| FineMark National Bank & Trust | 1,340 | $242.8K | 0.01% | +1,340 | New |
| Brinker Capital Investments, LLC | 1,346 | $243.9K | 0.00% | +77+6.1% | Added |
| Orion Portfolio Solutions, LLC | 1,346 | $243.9K | 0.00% | +77+6.1% | Added |
| Highland Capital Management, LLC | 1,411 | $255.6K | 0.02% | +1,411 | New |
| Vontobel Holding Ltd. | 1,414 | $256.2K | 0.00% | −710−33.4% | Reduced |
| Panagora Asset Management Inc | 1,419 | $257.1K | 0.00% | +19+1.4% | Added |
| Bokf, NA | 1,437 | $260.4K | 0.00% | +1,437 | New |
| Public Employees Retirement System of Ohio | 1,438 | $260.5K | 0.00% | −102−6.6% | Reduced |
| Forum Financial Management, LP | 1,451 | $262.9K | 0.00% | +6+0.4% | Added |
| Atomi Financial Group, Inc. | 1,479 | $268.0K | 0.01% | +186+14.4% | Added |
| Strengthening Families & Communities, LLC | 2,447 | $268.1K | 0.16% | −383−13.5% | Reduced |
| Park Edge Advisors, LLC | 1,486 | $269.2K | 0.07% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,500 | $271.8K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,512 | $273.9K | 0.00% | −656−30.3% | Reduced |
| RiverPark Advisors, LLC | 1,515 | $274.5K | 0.21% | +88+6.2% | Added |
| Atlas Wealth Partners, LLC | 1,520 | $275.0K | 0.34% | 00.0% | Unchanged |
| M&T Bank Corp | 1,541 | $278.9K | 0.00% | +58+3.9% | Added |
| CIBC Asset Management Inc | 1,554 | $281.6K | 0.00% | +33+2.2% | Added |
| Farther Finance Advisors, LLC | 1,543 | $281.9K | 0.01% | −57−3.6% | Reduced |
| Quadrature Capital Ltd | 1,617 | $293.1K | 0.01% | +1,617 | New |
| Prelude Capital Management, LLC | 1,624 | $294.2K | 0.03% | +1,624 | New |
| Stephens Inc | 1,629 | $295.1K | 0.00% | −1,521−48.3% | Reduced |
| HMS Capital Management, LLC | 1,940 | $297.2K | 0.16% | +1,940 | New |
| Cinctive Capital Management LP | 1,700 | $308.0K | 0.02% | −8,583−83.5% | Reduced |
| Great Valley Advisor Group, Inc. | 1,744 | $315.9K | 0.01% | +376+27.5% | Added |
| Resources Investment Advisors, LLC. | 1,751 | $317.2K | 0.00% | +528+43.2% | Added |
| Brave Asset Management Inc | 1,760 | $318.9K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,763 | $319.4K | 0.00% | −159−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,774 | $321.4K | 0.01% | −3,269−64.8% | Reduced |
| Buckingham Strategic Partners | 1,787 | $323.8K | 0.00% | +1,787 | New |
| Shelton Capital Management | 1,790 | $324.3K | 0.01% | +1,790 | New |
| Systematic Alpha Investments, LLC | 1,800 | $326.1K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,812 | $328.3K | 0.00% | −31,577−94.6% | Reduced |
| Engineers Gate Manager LP | 1,885 | $341.5K | 0.01% | −11,060−85.4% | Reduced |
| Independent Advisor Alliance | 1,946 | $352.6K | 0.01% | +1,946 | New |
| Alps Advisors Inc | 1,950 | $353.3K | 0.00% | −600−23.5% | Reduced |
| Philadelphia Trust Co | 1,965 | $356.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,008 | $363.8K | 0.01% | +78+4.0% | Added |
| Johnson Investment Counsel Inc | 2,043 | $370.2K | 0.00% | −180−8.1% | Reduced |
| Burney Co | 2,045 | $370.5K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,095 | $379.6K | 0.02% | +9+0.4% | Added |
| KBC Group NV | 2,096 | $380.0K | 0.00% | +202+10.7% | Added |
| Shell Asset Management Co | 2,110 | $382.0K | 0.02% | −54−2.5% | Reduced |
| Profund Advisors LLC | 2,113 | $382.8K | 0.02% | −193−8.4% | Reduced |
| CWM, LLC | 2,130 | $386.0K | 0.00% | +398+23.0% | Added |
| Manuka Financial, LLC | 2,167 | $392.6K | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,167 | $392.6K | 0.00% | +2,167 | New |
| Fifth Third Wealth Advisors LLC | 2,177 | $394.4K | 0.02% | +4+0.2% | Added |
| Arete Wealth Advisors, LLC | 2,210 | $400.0K | 0.03% | −169−7.1% | Reduced |
| Gsa Capital Partners LLP | 2,263 | $410.0K | 0.04% | −5,207−69.7% | Reduced |
| Farringdon Capital, Ltd. | 2,295 | $415.8K | 0.21% | +2,295 | New |
| Lighthouse Investment Partners, LLC | 2,300 | $416.7K | 0.02% | +2,300 | New |
| Morris Retirement Advisors, LLC | 2,369 | $429.2K | 0.23% | +2,369 | New |
| Pinnacle Associates Ltd | 2,377 | $430.7K | 0.01% | +2,377 | New |
| Savant Capital, LLC | 2,421 | $438.6K | 0.00% | −2,638−52.1% | Reduced |
| Hilltop Holdings Inc. | 2,438 | $441.6K | 0.03% | +283+13.1% | Added |
| Everence Capital Management Inc | 2,460 | $446.0K | 0.03% | −730−22.9% | Reduced |
| Naples Global Advisors, LLC | 2,500 | $452.9K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,550 | $462.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,551 | $462.2K | 0.02% | −501−16.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,775 | $465.0K | 0.51% | −10−0.4% | Reduced |
| Wealthstar Advisors, LLC | 2,589 | $469.1K | 0.21% | −467−15.3% | Reduced |
| Inceptionr LLC | 2,603 | $471.6K | 0.14% | −119−4.4% | Reduced |
| MML Investors Services, LLC | 2,644 | $479.0K | 0.00% | +437+19.8% | Added |
| GAMMA Investing LLC | 2,645 | $479.2K | 0.04% | +188+7.7% | Added |
| Cerity Partners LLC | 2,724 | $493.5K | 0.00% | +25+0.9% | Added |
| Park Avenue Securities LLC | 2,728 | $494.0K | 0.01% | +259+10.5% | Added |
| First Dallas Securities Inc. | 2,725 | $494.0K | 0.21% | +2,725 | New |
| Ameritas Advisory Services, LLC | 3,009 | $510.7K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 2,886 | $522.9K | 0.00% | −68−2.3% | Reduced |
| Concentric Capital Strategies, LP | 2,893 | $524.2K | 0.05% | −9,873−77.3% | Reduced |
| Dearborn Partners LLC | 2,950 | $534.5K | 0.03% | +163+5.8% | Added |
| Stratos Wealth Partners, LTD. | 2,968 | $537.8K | 0.01% | +553+22.9% | Added |
| Penobscot Investment Management Company, Inc. | 3,000 | $543.5K | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 3,143 | $569.0K | 0.04% | +104+3.4% | Added |