Carpenter Technology Corp

CRS

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

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2025: 479 institutions

Value heldQ1 2025: $9.01B

Institutions holding CRS and their total value by quarter
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.

Institutions holding CRS in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Archer Investment Corp	200	$36.2K	0.01%	00.0%	Unchanged
IMA Wealth, Inc.	196	$35.5K	0.00%	+196	New
CIBC Private Wealth Group, LLC	226	$34.2K	0.00%	−17−7.0%	Reduced
Rise Advisors, LLC	170	$30.8K	0.01%	+170	New
Parkside Financial Bank & Trust	164	$29.7K	0.00%	+164	New
Lindbrook Capital, LLC	157	$28.4K	0.00%	+116+282.9%	Added
Nomura Asset Management Co Ltd	120	$21.7K	0.00%	−180−60.0%	Reduced
CoreCap Advisors, LLC	120	$21.7K	0.00%	+50+71.4%	Added
Huntington National Bank	114	$20.7K	0.00%	−2−1.7%	Reduced
C M Bidwell & Associates Ltd	112	$20.3K	0.01%	00.0%	Unchanged
Massmutual Trust Co FSB	111	$20.1K	0.00%	+1+0.9%	Added
Peregrine Capital Management LLC	110	$19.9K	0.00%	−30,380−99.6%	Reduced
USA Financial Portformulas Corp	103	$18.7K	0.00%	−43−29.5%	Reduced
MAI Capital Management	101	$18.3K	0.00%	00.0%	Unchanged
Wolverine Asset Management LLC	100	$18.1K	0.00%	00.0%	Unchanged
Private Trust Co NA	100	$18.1K	0.00%	+100	New
Bogart Wealth, LLC	100	$18.1K	0.00%	+100	New
Park Square Financial Group, LLC	99	$17.9K	0.01%	−21−17.5%	Reduced
Hemington Wealth Management	95	$17.0K	0.00%	+21+28.4%	Added
Clearstead Advisors, LLC	91	$16.5K	0.00%	00.0%	Unchanged
Heck Capital Advisors, LLC	91	$16.5K	0.00%	00.0%	Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	90	$16.3K	0.00%	00.0%	Unchanged
EverSource Wealth Advisors, LLC	89	$16.1K	0.00%	−580−86.7%	Reduced
MCF Advisors LLC	79	$14.3K	0.00%	+18+29.5%	Added
REAP Financial Group, LLC	75	$13.6K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	75	$13.6K	0.00%	+21+38.9%	Added
First Horizon Advisors, Inc.	70	$12.7K	0.00%	00.0%	Unchanged
Skopos Labs, Inc.	69	$12.5K	0.00%	+67+3,350.0%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	67	$12.1K	0.00%	+15+28.8%	Added
Signaturefd, LLC	55	$9.99K	0.00%	00.0%	Unchanged
SBI Securities Co., Ltd.	51	$9.24K	0.00%	+18+54.5%	Added
Sterling Capital Management LLC	50	$9.06K	0.00%	+1+2.0%	Added
Private Wealth Asset Management, LLC	48	$8.70K	0.00%	+48	New
Darwin Advisors, LLC	50	$8.48K	0.00%	00.0%	Unchanged
Spire Wealth Management	45	$8.22K	0.00%	+15+50.0%	Added
Accent Capital Management, LLC	45	$8.15K	0.00%	+45	New
UMA Financial Services, Inc.	44	$7.97K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	42	$7.61K	0.00%	00.0%	Unchanged
Hillsdale Investment Management Inc.	40	$7.25K	0.00%	−10−20.0%	Reduced
Farmers & Merchants Investments Inc	39	$7.07K	0.00%	+5+14.7%	Added
Salem Investment Counselors Inc	37	$6.70K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	37	$6.70K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	36	$6.52K	0.00%	+2+5.9%	Added
Cullen/Frost Bankers, Inc.	35	$6.35K	0.00%	+7+25.0%	Added
Beacon Capital Management, LLC	34	$6.17K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	33	$5.98K	0.00%	+33	New
Sierra Ocean, LLC	31	$5.62K	0.00%	00.0%	Unchanged
Quarry LP	26	$4.71K	0.00%	+26	New
Meeder Asset Management Inc	18	$3.26K	0.00%	−11−37.9%	Reduced
Colonial Trust Co	18	$3.17K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	19	$3.00K	0.00%	+19	New
Center for Financial Planning, Inc.	15	$2.72K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	15	$2.72K	0.00%	+15	New
True Wealth Design, LLC	13	$2.36K	0.00%	+1+8.3%	Added
DiNuzzo Private Wealth, Inc.	13	$2.36K	0.00%	+1+8.3%	Added
GWM Advisors LLC	13	$2.35K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	13	$2.35K	0.00%	+10+333.3%	Added
Bare Financial Services, Inc	13	$2.35K	0.00%	+13	New
Annis Gardner Whiting Capital Advisors, LLC	12	$2.17K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$2.17K	0.00%	+2+20.0%	Added
Continuum Advisory, LLC	11	$1.99K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	8	$1.45K	0.00%	00.0%	Unchanged
Garde Capital, Inc.	5	$906	0.00%	+5	New
Bell Investment Advisors, Inc	3	$544	0.00%	00.0%	Unchanged
Larson Financial Group LLC	3	$544	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	3	$544	0.00%	00.0%	Unchanged
South State Corp.	3	$544	0.00%	+3	New
CVA Family Office, LLC	3	$544	0.00%	+3	New
Rialto Wealth Management, LLC	3	$544	0.00%	+3	New
Principia Wealth Advisory, LLC	3	$525	0.00%	+3	New
HFM Investment Advisors, LLC	2	$363	0.00%	+2	New
Parkworth Wealth Management, Inc.	2	$362	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	2	$362	0.00%	+2	New
Mather Group, LLC.	1	$207	0.00%	+1	New
TFC Financial Management	1	$182	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	1	$182	0.00%	+1	New
NewSquare Capital LLC	1	$181	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	1	$181	0.00%	+1	New
Legacy Advisors, LLC	22	–	–	+22	New
Proequities, Inc.	0	$0	0.00%	−1,333−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−128,814−100.0%	Sold out
Alua Capital Management LP	0	$0	0.00%	−123,662−100.0%	Sold out
Maplelane Capital, LLC	0	$0	0.00%	−84,889−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−75,099−100.0%	Sold out
Point72 Asset Management, L.P.	0	$0	0.00%	−70,548−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−36,750−100.0%	Sold out
Jain Global LLC	0	$0	0.00%	−15,457−100.0%	Sold out
Weiss Asset Management LP	0	$0	0.00%	−14,633−100.0%	Sold out
BW Gestao de Investimentos Ltda.	0	$0	0.00%	−14,000−100.0%	Sold out
Assenagon Asset Management S.A.	0	$0	0.00%	−13,909−100.0%	Sold out
Jump Financial, LLC	0	$0	0.00%	−10,332−100.0%	Sold out
Tudor Investment Corp Et Al	0	$0	0.00%	−9,919−100.0%	Sold out
Pacer Advisors, Inc.	0	$0	0.00%	−7,264−100.0%	Sold out
Aquatic Capital Management LLC	0	$0	0.00%	−7,005−100.0%	Sold out
Nomura Holdings Inc	0	$0	0.00%	−6,602−100.0%	Sold out
Brevan Howard Capital Management LP	0	$0	0.00%	−5,868−100.0%	Sold out
Howard Capital Management Inc.	0	$0	0.00%	−4,640−100.0%	Sold out
Gotham Asset Management, LLC	0	$0	0.00%	−4,493−100.0%	Sold out
Nebula Research & Development LLC	0	$0	0.00%	−4,321−100.0%	Sold out
DRW Securities, LLC	0	$0	0.00%	−4,099−100.0%	Sold out