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Livermore
ZHEN

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, Q2 2025

Institutional positions in Carpenter Technology Corp as of Jun 30, 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
574
+100 vs. Q1 2025
Shares held
49.0M
−627.9K (−1.3%) vs. Q1 2025
Total value
$13.6B
+$4.55B (+50.5%) vs. Q1 2025
New holders
150
175 more added
Sold out
50
185 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 574 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 heldQ2 2025: $13.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q1 2025.

Institutions holding CRS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Highline Wealth Partners LLC1$2760.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2760.00%+1New
TFC Financial Management1$2770.00%00.0%Unchanged
Total Investment Management Inc1$2840.00%+1New
CVA Family Office, LLC3$8290.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$8290.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$8290.00%+1+50.0%Added
Tortoise Investment Management, LLC3$8290.00%+3New
Rialto Wealth Management, LLC3$8300.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$8300.00%+3New
Parkworth Wealth Management, Inc.4$1.11K0.00%+2+100.0%Added
Garde Capital, Inc.5$1.38K0.00%00.0%Unchanged
HFM Investment Advisors, LLC5$1.38K0.00%+3+150.0%Added
NewSquare Capital LLC6$1.66K0.00%+5+500.0%Added
SJS Investment Consulting Inc.7$1.94K0.00%−5−41.7%Reduced
Bokf, NA8$2.21K0.00%−1,429−99.4%Reduced
Riggs Asset Managment Co. Inc.8$2.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$2.49K0.00%+6+200.0%Added
Brown Brothers Harriman & Co10$2.76K0.00%+10New
Sound Income Strategies, LLC10$2.76K0.00%+10New
Annis Gardner Whiting Capital Advisors, LLC12$3.32K0.00%00.0%Unchanged
True Wealth Design, LLC13$3.59K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$3.59K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC13$3.59K0.00%+13New
Colonial Trust Co14$3.90K0.00%−4−22.2%Reduced
Fortitude Family Office, LLC16$4.42K0.00%+13+433.3%Added
Assetmark, Inc17$4.70K0.00%+17New
First Horizon Advisors, Inc.22$6.08K0.00%−48−68.6%Reduced
Bare Financial Services, Inc22$6.08K0.00%+9+69.2%Added
Stephens Consulting, LLC22$6.08K0.00%+7+46.7%Added
Larson Financial Group LLC28$7.74K0.00%+25+833.3%Added
Hillsdale Investment Management Inc.30$8.29K0.00%−10−25.0%Reduced
Sierra Ocean, LLC31$8.57K0.01%00.0%Unchanged
Beacon Capital Management, LLC34$9.41K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC36$9.95K0.00%00.0%Unchanged
Salem Investment Counselors Inc37$10.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$10.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc41$11.3K0.00%+2+5.1%Added
Accent Capital Management, LLC45$12.4K0.01%00.0%Unchanged
Bayforest Capital Ltd45$12.4K0.01%+45New
UMA Financial Services, Inc.47$13.0K0.00%+3+6.8%Added
Darwin Advisors, LLC50$13.8K0.00%00.0%Unchanged
Spire Wealth Management50$13.9K0.00%+5+11.1%Added
Signaturefd, LLC54$14.9K0.00%−1−1.8%Reduced
Byrne Asset Management LLC58$16.0K0.01%+58New
Twin Peaks Wealth Advisors, LLC66$17.0K0.01%+66New
Contravisory Investment Management, Inc.64$17.7K0.00%+64New
MCF Advisors LLC66$18.2K0.00%−13−16.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.67$18.5K0.00%00.0%Unchanged
Heritage Wealth Advisors75$20.7K0.00%+75New
Armstrong Advisory Group, Inc75$20.7K0.00%+75New
Ameritas Advisory Services, LLC85$23.5K0.00%−2,924−97.2%Reduced
Global Retirement Partners, LLC88$24.3K0.00%+88New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.90$24.9K0.00%00.0%Unchanged
Hemington Wealth Management101$27.0K0.00%+6+6.3%Added
Park Square Financial Group, LLC99$27.4K0.02%00.0%Unchanged
Wolverine Asset Management LLC100$27.6K0.00%00.0%Unchanged
Geneos Wealth Management Inc.102$28.2K0.00%+102New
Cullen/Frost Bankers, Inc.104$28.8K0.00%+69+197.1%Added
Peregrine Capital Management LLC110$30.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB111$30.7K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd112$31.0K0.02%00.0%Unchanged
Huntington National Bank114$31.5K0.00%00.0%Unchanged
Essential Partners LLC118$32.6K0.01%+118New
Nomura Asset Management Co Ltd120$33.2K0.00%00.0%Unchanged
CoreCap Advisors, LLC120$33.2K0.00%00.0%Unchanged
Optiver Holding B.V.123$34.0K0.00%−322−72.4%Reduced
SRS Capital Advisors, Inc.91$35.2K0.00%+58+175.8%Added
Headlands Technologies LLC155$42.8K0.01%+155New
Parkside Financial Bank & Trust156$43.1K0.00%−8−4.9%Reduced
Rakuten Securities, Inc.164$45.3K0.02%+164New
Rise Advisors, LLC173$47.8K0.02%+3+1.8%Added
IMA Wealth, Inc.196$54.2K0.01%00.0%Unchanged
Archer Investment Corp200$55.3K0.01%00.0%Unchanged
Clearstead Advisors, LLC201$55.6K0.00%+110+120.9%Added
Principal Securities, Inc.202$55.8K0.00%−37−15.5%Reduced
MAI Capital Management221$61.1K0.00%+120+118.8%Added
Harbour Investments, Inc.222$61.4K0.00%00.0%Unchanged
Bessemer Group Inc241$67.0K0.00%+11+4.8%Added
GPS Wealth Strategies Group, LLC248$68.5K0.01%+1+0.4%Added
Ameriflex Group, Inc.259$70.8K0.04%00.0%Unchanged
Penserra Capital Management LLC258$71.0K0.00%+258New
GWM Advisors LLC281$77.7K0.00%+268+2,061.5%Added
Quantbot Technologies LP289$79.9K0.00%+289New
Kimelman & Baird, LLC300$82.9K0.01%00.0%Unchanged
Versant Capital Management, Inc326$90.1K0.01%−33−9.2%Reduced
Hantz Financial Services, Inc.334$92.0K0.00%+315+1,657.9%Added
Bryn Mawr Trust Co333$92.0K0.00%−167−33.4%Reduced
Banque Cantonale Vaudoise394$109.0K0.00%00.0%Unchanged
Skopos Labs, Inc.409$112.9K0.01%+340+492.8%Added
ARK Investment Management LLCSuperinvestorARK Invest414$114.4K0.00%+14+3.5%Added
Parallel Advisors, LLC419$115.9K0.00%+3+0.7%Added
Smartleaf Asset Management LLC430$118.6K0.01%−55−11.3%Reduced
Hazlett, Burt & Watson, Inc.431$119.0K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC450$124.4K0.01%+361+405.6%Added
SBI Securities Co., Ltd.490$135.4K0.00%+439+860.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.521$144.0K0.00%+521New
Umb Bank N A584$161.4K0.00%+113+24.0%Added
Fifth Third Bancorp648$179.1K0.00%−3−0.5%Reduced
Ritholtz Wealth Management726$200.7K0.00%+726New