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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 740 | $204.5K | 0.00% | +740 | New |
| Covestor Ltd | 748 | $207.0K | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 756 | $208.6K | 0.00% | +756 | New |
| RSM US Wealth Management LLC | 760 | $210.0K | 0.00% | +760 | New |
| Base Wealth Management LLC | 760 | $210.0K | 0.13% | +760 | New |
| Colonial River Wealth Management, LLC | 761 | $210.6K | 0.09% | +761 | New |
| Prudent Man Advisors, LLC | 766 | $211.7K | 0.07% | +766 | New |
| Optimize Financial Inc | 768 | $212.3K | 0.13% | +768 | New |
| Federation des caisses Desjardins du Quebec | 778 | $215.0K | 0.00% | +84+12.1% | Added |
| Sowell Financial Services LLC | 779 | $215.4K | 0.01% | +779 | New |
| Brendel Financial Advisors LLC | 797 | $220.0K | 0.12% | +797 | New |
| Advisory Services Network, LLC | 890 | $222.0K | 0.00% | −348−28.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 825 | $228.0K | 0.00% | +825 | New |
| Morse Asset Management, Inc | 842 | $232.7K | 0.05% | +40+5.0% | Added |
| Lido Advisors, LLC | 843 | $233.0K | 0.00% | +843 | New |
| Globeflex Capital L P | 846 | $233.8K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 846 | $233.9K | 0.00% | +846 | New |
| Axq Capital, LP | 851 | $235.2K | 0.08% | +851 | New |
| Pallas Capital Advisors LLC | 852 | $235.5K | 0.01% | +852 | New |
| Lazard Asset Management LLC | 857 | $236.0K | 0.00% | +61+7.7% | Added |
| Journey Strategic Wealth LLC | 854 | $236.0K | 0.01% | +854 | New |
| Elevatus Welath Management | 856 | $236.5K | 0.08% | −364−29.8% | Reduced |
| Gen-Wealth Partners Inc | 864 | $238.8K | 0.09% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 865 | $239.1K | 0.01% | +865 | New |
| Rafferty Asset Management, LLC | 869 | $240.2K | 0.00% | +869 | New |
| Point72 (DIFC) Ltd | 876 | $242.2K | 0.02% | +876 | New |
| Atria Investments LLC | 877 | $242.4K | 0.00% | +877 | New |
| Ballentine Partners, LLC | 883 | $244.0K | 0.00% | +883 | New |
| Pinnacle Financial Partners Inc | 893 | $246.8K | 0.01% | +893 | New |
| Clear Street Markets LLC | 902 | $249.3K | 0.09% | +902 | New |
| 180 Wealth Advisors, LLC | 908 | $251.0K | 0.04% | −222−19.6% | Reduced |
| National Asset Management, Inc. | 913 | $252.3K | 0.01% | +913 | New |
| Capstone Investment Advisors, LLC | 919 | $254.0K | 0.00% | +919 | New |
| Vontobel Holding Ltd. | 932 | $257.6K | 0.00% | −482−34.1% | Reduced |
| Shelton Wealth Management, LLC | 934 | $258.1K | 0.13% | +934 | New |
| Coldstream Capital Management Inc | 934 | $258.1K | 0.00% | −30−3.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 937 | $258.9K | 0.10% | +937 | New |
| Main Street Financial Solutions, LLC | 947 | $261.7K | 0.02% | +947 | New |
| Picton Mahoney Asset Management | 955 | $264.0K | 0.00% | +955 | New |
| Canandaigua National Bank & Trust Co | 960 | $265.3K | 0.02% | +960 | New |
| Graham Capital Management, L.P. | 977 | $270.0K | 0.01% | −2,666−73.2% | Reduced |
| Diversify Advisory Services, LLC | 1,053 | $270.8K | 0.01% | +1,053 | New |
| Wolf Hill Capital Management, LP | 983 | $271.7K | 0.02% | −205,562−99.5% | Reduced |
| Patriot Investment Management Inc. | 1,000 | $276.4K | 0.02% | +1,000 | New |
| HORAN Wealth, LLC | 1,000 | $276.4K | 0.08% | +1,000 | New |
| Connors Investor Services Inc | 1,007 | $278.3K | 0.02% | −101−9.1% | Reduced |
| Captrust Financial Advisors | 1,017 | $281.1K | 0.00% | +1,017 | New |
| RiverPark Advisors, LLC | 1,028 | $284.1K | 0.17% | −487−32.1% | Reduced |
| Abel Hall, LLC | 1,037 | $286.6K | 0.13% | +1,037 | New |
| HB Wealth Management, LLC | 1,042 | $288.0K | 0.00% | +1,042 | New |
| Simplex Trading, LLC | 1,052 | $290.0K | 0.01% | +1,052 | New |
| Ci Investments Inc. | 1,071 | $296.0K | 0.00% | −89−7.7% | Reduced |
| NWF Advisory Services Inc. | 1,100 | $304.0K | 0.04% | +1,100 | New |
| Aristeia Capital LLC | 1,107 | $306.0K | 0.01% | +1,107 | New |
| Gotham Asset Management, LLC | 1,108 | $306.2K | 0.00% | +1,108 | New |
| Fiduciary Trust Co | 1,133 | $313.1K | 0.00% | +1,133 | New |
| HSBC Holdings PLC | 1,150 | $317.8K | 0.00% | −7,844−87.2% | Reduced |
| Profund Advisors LLC | 1,154 | $318.9K | 0.01% | −959−45.4% | Reduced |
| Jones Financial Companies LLLP | 1,173 | $323.6K | 0.00% | +255+27.8% | Added |
| Horizon Family Wealth, Inc. | 1,171 | $323.7K | 0.20% | +1+0.1% | Added |
| Kestra Private Wealth Services, LLC | 1,180 | $326.1K | 0.00% | +1,180 | New |
| Winton Group Ltd | 1,189 | $328.6K | 0.02% | −6,134−83.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,194 | $330.0K | 0.02% | +11+0.9% | Added |
| Savvy Advisors, Inc. | 1,202 | $332.2K | 0.02% | +1,202 | New |
| Legacy Advisory Services, LLC | 1,209 | $334.0K | 0.26% | +2+0.2% | Added |
| R Squared Ltd | 1,237 | $341.9K | 0.19% | +1,237 | New |
| Radnor Capital Management, LLC | 1,240 | $343.0K | 0.05% | +40+3.3% | Added |
| Moody Aldrich Partners LLC | 1,249 | $345.2K | 0.07% | +1,249 | New |
| Quantitative Investment Management, LLC | 1,274 | $352.0K | 0.05% | +1,274 | New |
| Blueshift Asset Management, LLC | 1,283 | $354.6K | 0.11% | +1,283 | New |
| Swiss Life Asset Management Ltd | 1,303 | $360.1K | 0.00% | +1,303 | New |
| Anb Bank | 1,304 | $360.4K | 0.16% | +42+3.3% | Added |
| FineMark National Bank & Trust | 1,340 | $370.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,344 | $371.5K | 0.00% | +1,344 | New |
| Buckingham Strategic Partners | 1,355 | $374.4K | 0.00% | −432−24.2% | Reduced |
| Inceptionr LLC | 1,369 | $378.4K | 0.09% | −1,234−47.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,373 | $379.5K | 0.09% | +814+145.6% | Added |
| Highland Capital Management, LLC | 1,396 | $385.8K | 0.02% | −15−1.1% | Reduced |
| Readystate Asset Management LP | 1,419 | $392.2K | 0.02% | +1,419 | New |
| Forum Financial Management, LP | 1,453 | $401.6K | 0.01% | +2+0.1% | Added |
| Panagora Asset Management Inc | 1,462 | $404.1K | 0.00% | +43+3.0% | Added |
| Park Edge Advisors, LLC | 1,486 | $410.7K | 0.11% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,500 | $414.6K | 0.22% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,514 | $418.5K | 0.01% | −29−1.9% | Reduced |
| Atlas Wealth Partners, LLC | 1,520 | $420.0K | 0.48% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,521 | $420.4K | 0.00% | +9+0.6% | Added |
| Sanctuary Advisors, LLC | 1,526 | $421.8K | 0.00% | +221+16.9% | Added |
| Brinker Capital Investments, LLC | 1,530 | $422.9K | 0.00% | +184+13.7% | Added |
| CIBC Asset Management Inc | 1,554 | $429.5K | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 1,595 | $440.8K | 0.21% | +1,595 | New |
| Stephens Inc | 1,606 | $443.9K | 0.01% | −23−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 1,635 | $451.9K | 0.00% | −5,704−77.7% | Reduced |
| Atomi Financial Group, Inc. | 1,649 | $455.8K | 0.02% | +170+11.5% | Added |
| Resources Investment Advisors, LLC. | 1,675 | $462.9K | 0.01% | −76−4.3% | Reduced |
| ISAM Funds (UK) Ltd | 1,680 | $464.3K | 0.10% | +1,680 | New |
| American Trust | 1,717 | $474.5K | 0.04% | +1,717 | New |
| Walleye Capital LLC | 1,725 | $476.8K | 0.00% | −94,481−98.2% | Reduced |
| Prelude Capital Management, LLC | 1,725 | $476.8K | 0.05% | +101+6.2% | Added |
| Brave Asset Management Inc | 1,760 | $486.4K | 0.13% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,772 | $490.1K | 0.01% | +28+1.6% | Added |