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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 2,369 | $429.2K | 0.23% | +2,369 | New |
| Lighthouse Investment Partners, LLC | 2,300 | $416.7K | 0.02% | +2,300 | New |
| Farringdon Capital, Ltd. | 2,295 | $415.8K | 0.21% | +2,295 | New |
| Gsa Capital Partners LLP | 2,263 | $410.0K | 0.04% | −5,207−69.7% | Reduced |
| Arete Wealth Advisors, LLC | 2,210 | $400.0K | 0.03% | −169−7.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,177 | $394.4K | 0.02% | +4+0.2% | 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 |
| CWM, LLC | 2,130 | $386.0K | 0.00% | +398+23.0% | Added |
| Profund Advisors LLC | 2,113 | $382.8K | 0.02% | −193−8.4% | Reduced |
| Shell Asset Management Co | 2,110 | $382.0K | 0.02% | −54−2.5% | Reduced |
| KBC Group NV | 2,096 | $380.0K | 0.00% | +202+10.7% | Added |
| Simon Quick Advisors, LLC | 2,095 | $379.6K | 0.02% | +9+0.4% | Added |
| Burney Co | 2,045 | $370.5K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,043 | $370.2K | 0.00% | −180−8.1% | Reduced |
| Mission Wealth Management, LP | 2,008 | $363.8K | 0.01% | +78+4.0% | Added |
| Philadelphia Trust Co | 1,965 | $356.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,950 | $353.3K | 0.00% | −600−23.5% | Reduced |
| Independent Advisor Alliance | 1,946 | $352.6K | 0.01% | +1,946 | New |
| Engineers Gate Manager LP | 1,885 | $341.5K | 0.01% | −11,060−85.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,812 | $328.3K | 0.00% | −31,577−94.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,800 | $326.1K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 1,790 | $324.3K | 0.01% | +1,790 | New |
| Buckingham Strategic Partners | 1,787 | $323.8K | 0.00% | +1,787 | New |
| Tower Research Capital LLC (TRC) | 1,774 | $321.4K | 0.01% | −3,269−64.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,763 | $319.4K | 0.00% | −159−8.3% | Reduced |
| Brave Asset Management Inc | 1,760 | $318.9K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,751 | $317.2K | 0.00% | +528+43.2% | Added |
| Great Valley Advisor Group, Inc. | 1,744 | $315.9K | 0.01% | +376+27.5% | Added |
| Cinctive Capital Management LP | 1,700 | $308.0K | 0.02% | −8,583−83.5% | Reduced |
| HMS Capital Management, LLC | 1,940 | $297.2K | 0.16% | +1,940 | New |
| Stephens Inc | 1,629 | $295.1K | 0.00% | −1,521−48.3% | Reduced |
| Prelude Capital Management, LLC | 1,624 | $294.2K | 0.03% | +1,624 | New |
| Quadrature Capital Ltd | 1,617 | $293.1K | 0.01% | +1,617 | New |
| Farther Finance Advisors, LLC | 1,543 | $281.9K | 0.01% | −57−3.6% | Reduced |
| CIBC Asset Management Inc | 1,554 | $281.6K | 0.00% | +33+2.2% | Added |
| M&T Bank Corp | 1,541 | $278.9K | 0.00% | +58+3.9% | Added |
| Atlas Wealth Partners, LLC | 1,520 | $275.0K | 0.34% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,515 | $274.5K | 0.21% | +88+6.2% | Added |
| EP Wealth Advisors, LLC | 1,512 | $273.9K | 0.00% | −656−30.3% | Reduced |
| Nvest Financial, LLC | 1,500 | $271.8K | 0.15% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,486 | $269.2K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,447 | $268.1K | 0.16% | −383−13.5% | Reduced |
| Atomi Financial Group, Inc. | 1,479 | $268.0K | 0.01% | +186+14.4% | Added |
| Forum Financial Management, LP | 1,451 | $262.9K | 0.00% | +6+0.4% | Added |
| Public Employees Retirement System of Ohio | 1,438 | $260.5K | 0.00% | −102−6.6% | Reduced |
| Bokf, NA | 1,437 | $260.4K | 0.00% | +1,437 | New |
| Panagora Asset Management Inc | 1,419 | $257.1K | 0.00% | +19+1.4% | Added |
| Vontobel Holding Ltd. | 1,414 | $256.2K | 0.00% | −710−33.4% | Reduced |
| Highland Capital Management, LLC | 1,411 | $255.6K | 0.02% | +1,411 | 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 |
| FineMark National Bank & Trust | 1,340 | $242.8K | 0.01% | +1,340 | New |
| Sanctuary Advisors, LLC | 1,305 | $236.4K | 0.00% | +167+14.7% | Added |
| Koshinski Asset Management, Inc. | 1,289 | $233.5K | 0.02% | +1,289 | 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 |
| NBC Securities, Inc. | 1,263 | $228.0K | 0.02% | +1,263 | New |
| Advisory Services Network, LLC | 1,238 | $224.4K | 0.00% | +1,238 | New |
| Elevatus Welath Management | 1,220 | $221.0K | 0.13% | +2+0.2% | Added |
| Legacy Advisory Services, LLC | 1,207 | $218.9K | 0.18% | −1,084−47.3% | Reduced |
| Radnor Capital Management, LLC | 1,200 | $217.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,183 | $214.3K | 0.01% | −33−2.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,180 | $213.8K | 0.10% | +1,180 | New |
| Horizon Family Wealth, Inc. | 1,170 | $212.0K | 0.14% | +1,170 | New |
| Quantinno Capital Management LP | 1,162 | $210.5K | 0.00% | +1,162 | New |
| Ci Investments Inc. | 1,160 | $210.0K | 0.00% | +78+7.2% | Added |
| Boothbay Fund Management, LLC | 1,140 | $206.5K | 0.01% | +1,140 | New |
| 180 Wealth Advisors, LLC | 1,130 | $204.7K | 0.03% | −87−7.1% | Reduced |
| Connors Investor Services Inc | 1,108 | $200.8K | 0.02% | +1,108 | New |
| Coldstream Capital Management Inc | 964 | $174.7K | 0.00% | +964 | New |
| Jones Financial Companies LLLP | 918 | $166.5K | 0.00% | +89+10.7% | Added |
| Gen-Wealth Partners Inc | 864 | $156.5K | 0.07% | 00.0% | Unchanged |
| Globeflex Capital L P | 846 | $153.3K | 0.01% | +838+10,475.0% | Added |
| Morse Asset Management, Inc | 802 | $145.3K | 0.04% | +125+18.5% | Added |
| Lazard Asset Management LLC | 796 | $143.0K | 0.00% | +298+59.8% | Added |
| Covestor Ltd | 748 | $135.0K | 0.09% | −55−6.8% | Reduced |
| Neo Ivy Capital Management | 728 | $131.9K | 0.04% | +728 | New |
| Federation des caisses Desjardins du Quebec | 694 | $125.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 653 | $118.3K | 0.02% | −1,178−64.3% | Reduced |
| Fifth Third Bancorp | 651 | $117.9K | 0.00% | +78+13.6% | Added |
| Aster Capital Management (DIFC) Ltd | 559 | $115.8K | 0.02% | +559 | New |
| IFP Advisors, Inc | 562 | $101.8K | 0.00% | +516+1,121.7% | Added |
| Bryn Mawr Trust Co | 500 | $90.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 485 | $87.9K | 0.01% | −282−36.8% | Reduced |
| Umb Bank N A | 471 | $85.3K | 0.00% | +167+54.9% | Added |
| Optiver Holding B.V. | 445 | $80.6K | 0.00% | +445 | New |
| Hazlett, Burt & Watson, Inc. | 431 | $78.0K | 0.04% | +46+11.9% | Added |
| Parallel Advisors, LLC | 416 | $75.4K | 0.00% | +53+14.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 400 | $72.5K | 0.00% | −168−29.6% | Reduced |
| Banque Cantonale Vaudoise | 394 | $71.0K | 0.00% | +394 | New |
| Versant Capital Management, Inc | 359 | $65.0K | 0.01% | +77+27.3% | Added |
| Kimelman & Baird, LLC | 300 | $54.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 272 | $49.3K | 0.01% | +272 | New |
| Ameriflex Group, Inc. | 259 | $46.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 247 | $44.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 243 | $44.0K | 0.01% | +1+0.4% | Added |
| Bessemer Group Inc | 230 | $42.0K | 0.00% | +77+50.3% | Added |
| Principal Securities, Inc. | 239 | $40.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 222 | $40.2K | 0.00% | 00.0% | Unchanged |