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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,344 | $371.5K | 0.00% | +1,344 | New |
| FineMark National Bank & Trust | 1,340 | $370.3K | 0.01% | 00.0% | Unchanged |
| Anb Bank | 1,304 | $360.4K | 0.16% | +42+3.3% | Added |
| Swiss Life Asset Management Ltd | 1,303 | $360.1K | 0.00% | +1,303 | New |
| Blueshift Asset Management, LLC | 1,283 | $354.6K | 0.11% | +1,283 | New |
| Quantitative Investment Management, LLC | 1,274 | $352.0K | 0.05% | +1,274 | New |
| Moody Aldrich Partners LLC | 1,249 | $345.2K | 0.07% | +1,249 | New |
| Radnor Capital Management, LLC | 1,240 | $343.0K | 0.05% | +40+3.3% | Added |
| R Squared Ltd | 1,237 | $341.9K | 0.19% | +1,237 | New |
| Legacy Advisory Services, LLC | 1,209 | $334.0K | 0.26% | +2+0.2% | Added |
| Savvy Advisors, Inc. | 1,202 | $332.2K | 0.02% | +1,202 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,194 | $330.0K | 0.02% | +11+0.9% | Added |
| Winton Group Ltd | 1,189 | $328.6K | 0.02% | −6,134−83.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,180 | $326.1K | 0.00% | +1,180 | New |
| Horizon Family Wealth, Inc. | 1,171 | $323.7K | 0.20% | +1+0.1% | Added |
| Jones Financial Companies LLLP | 1,173 | $323.6K | 0.00% | +255+27.8% | Added |
| Profund Advisors LLC | 1,154 | $318.9K | 0.01% | −959−45.4% | Reduced |
| HSBC Holdings PLC | 1,150 | $317.8K | 0.00% | −7,844−87.2% | Reduced |
| Fiduciary Trust Co | 1,133 | $313.1K | 0.00% | +1,133 | New |
| Gotham Asset Management, LLC | 1,108 | $306.2K | 0.00% | +1,108 | New |
| Aristeia Capital LLC | 1,107 | $306.0K | 0.01% | +1,107 | New |
| NWF Advisory Services Inc. | 1,100 | $304.0K | 0.04% | +1,100 | New |
| Ci Investments Inc. | 1,071 | $296.0K | 0.00% | −89−7.7% | Reduced |
| Simplex Trading, LLC | 1,052 | $290.0K | 0.01% | +1,052 | New |
| HB Wealth Management, LLC | 1,042 | $288.0K | 0.00% | +1,042 | New |
| Abel Hall, LLC | 1,037 | $286.6K | 0.13% | +1,037 | New |
| RiverPark Advisors, LLC | 1,028 | $284.1K | 0.17% | −487−32.1% | Reduced |
| Captrust Financial Advisors | 1,017 | $281.1K | 0.00% | +1,017 | New |
| Connors Investor Services Inc | 1,007 | $278.3K | 0.02% | −101−9.1% | 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 |
| Wolf Hill Capital Management, LP | 983 | $271.7K | 0.02% | −205,562−99.5% | Reduced |
| Diversify Advisory Services, LLC | 1,053 | $270.8K | 0.01% | +1,053 | New |
| Graham Capital Management, L.P. | 977 | $270.0K | 0.01% | −2,666−73.2% | Reduced |
| Canandaigua National Bank & Trust Co | 960 | $265.3K | 0.02% | +960 | New |
| Picton Mahoney Asset Management | 955 | $264.0K | 0.00% | +955 | New |
| Main Street Financial Solutions, LLC | 947 | $261.7K | 0.02% | +947 | New |
| Glass Jacobson Investment Advisors llc | 937 | $258.9K | 0.10% | +937 | New |
| Coldstream Capital Management Inc | 934 | $258.1K | 0.00% | −30−3.1% | Reduced |
| Shelton Wealth Management, LLC | 934 | $258.1K | 0.13% | +934 | New |
| Vontobel Holding Ltd. | 932 | $257.6K | 0.00% | −482−34.1% | Reduced |
| Capstone Investment Advisors, LLC | 919 | $254.0K | 0.00% | +919 | New |
| National Asset Management, Inc. | 913 | $252.3K | 0.01% | +913 | New |
| 180 Wealth Advisors, LLC | 908 | $251.0K | 0.04% | −222−19.6% | Reduced |
| Clear Street Markets LLC | 902 | $249.3K | 0.09% | +902 | New |
| Pinnacle Financial Partners Inc | 893 | $246.8K | 0.01% | +893 | New |
| Ballentine Partners, LLC | 883 | $244.0K | 0.00% | +883 | New |
| Atria Investments LLC | 877 | $242.4K | 0.00% | +877 | New |
| Point72 (DIFC) Ltd | 876 | $242.2K | 0.02% | +876 | New |
| Rafferty Asset Management, LLC | 869 | $240.2K | 0.00% | +869 | New |
| Meeder Advisory Services, Inc. | 865 | $239.1K | 0.01% | +865 | New |
| Gen-Wealth Partners Inc | 864 | $238.8K | 0.09% | 00.0% | Unchanged |
| Elevatus Welath Management | 856 | $236.5K | 0.08% | −364−29.8% | Reduced |
| Journey Strategic Wealth LLC | 854 | $236.0K | 0.01% | +854 | New |
| Lazard Asset Management LLC | 857 | $236.0K | 0.00% | +61+7.7% | Added |
| Pallas Capital Advisors LLC | 852 | $235.5K | 0.01% | +852 | New |
| Axq Capital, LP | 851 | $235.2K | 0.08% | +851 | New |
| AE Wealth Management LLC | 846 | $233.9K | 0.00% | +846 | New |
| Globeflex Capital L P | 846 | $233.8K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 843 | $233.0K | 0.00% | +843 | New |
| Morse Asset Management, Inc | 842 | $232.7K | 0.05% | +40+5.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 825 | $228.0K | 0.00% | +825 | New |
| Advisory Services Network, LLC | 890 | $222.0K | 0.00% | −348−28.1% | Reduced |
| Brendel Financial Advisors LLC | 797 | $220.0K | 0.12% | +797 | New |
| Sowell Financial Services LLC | 779 | $215.4K | 0.01% | +779 | New |
| Federation des caisses Desjardins du Quebec | 778 | $215.0K | 0.00% | +84+12.1% | Added |
| Optimize Financial Inc | 768 | $212.3K | 0.13% | +768 | New |
| Prudent Man Advisors, LLC | 766 | $211.7K | 0.07% | +766 | New |
| Colonial River Wealth Management, LLC | 761 | $210.6K | 0.09% | +761 | New |
| RSM US Wealth Management LLC | 760 | $210.0K | 0.00% | +760 | New |
| Base Wealth Management LLC | 760 | $210.0K | 0.13% | +760 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 756 | $208.6K | 0.00% | +756 | New |
| Covestor Ltd | 748 | $207.0K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 740 | $204.5K | 0.00% | +740 | New |
| Ritholtz Wealth Management | 726 | $200.7K | 0.00% | +726 | New |
| Fifth Third Bancorp | 648 | $179.1K | 0.00% | −3−0.5% | Reduced |
| Umb Bank N A | 584 | $161.4K | 0.00% | +113+24.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 521 | $144.0K | 0.00% | +521 | New |
| SBI Securities Co., Ltd. | 490 | $135.4K | 0.00% | +439+860.8% | Added |
| EverSource Wealth Advisors, LLC | 450 | $124.4K | 0.01% | +361+405.6% | Added |
| Hazlett, Burt & Watson, Inc. | 431 | $119.0K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 430 | $118.6K | 0.01% | −55−11.3% | Reduced |
| Parallel Advisors, LLC | 419 | $115.9K | 0.00% | +3+0.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 414 | $114.4K | 0.00% | +14+3.5% | Added |
| Skopos Labs, Inc. | 409 | $112.9K | 0.01% | +340+492.8% | Added |
| Banque Cantonale Vaudoise | 394 | $109.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 333 | $92.0K | 0.00% | −167−33.4% | Reduced |
| Hantz Financial Services, Inc. | 334 | $92.0K | 0.00% | +315+1,657.9% | Added |
| Versant Capital Management, Inc | 326 | $90.1K | 0.01% | −33−9.2% | Reduced |
| Kimelman & Baird, LLC | 300 | $82.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 289 | $79.9K | 0.00% | +289 | New |
| GWM Advisors LLC | 281 | $77.7K | 0.00% | +268+2,061.5% | Added |
| Penserra Capital Management LLC | 258 | $71.0K | 0.00% | +258 | New |
| Ameriflex Group, Inc. | 259 | $70.8K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 248 | $68.5K | 0.01% | +1+0.4% | Added |
| Bessemer Group Inc | 241 | $67.0K | 0.00% | +11+4.8% | Added |
| Harbour Investments, Inc. | 222 | $61.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 221 | $61.1K | 0.00% | +120+118.8% | Added |
| Principal Securities, Inc. | 202 | $55.8K | 0.00% | −37−15.5% | Reduced |
| Clearstead Advisors, LLC | 201 | $55.6K | 0.00% | +110+120.9% | Added |