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, Q3 2025
Institutional positions in Carpenter Technology Corp as of Sep 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
- 580
- +11 vs. Q2 2025
- Shares held
- 48.5M
- −299.7K (−0.6%) vs. Q2 2025
- Total value
- $11.9B
- −$1.59B (−11.7%) vs. Q2 2025
- New holders
- 91
- 228 more added
- Sold out
- 80
- 189 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $246 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $246 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $246 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3 | $736 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $737 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $737 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $737 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $737 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3 | $738 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 4 | $902 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $982 | 0.00% | −1−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $982 | 0.00% | +1+33.3% | Added |
| Marquette Asset Management, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Quent Capital, LLC | 6 | $1.47K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $2.46K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $2.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $3.68K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 15 | $3.76K | 0.00% | +5+50.0% | Added |
| Fortitude Family Office, LLC | 16 | $3.93K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $5.40K | 0.00% | +22 | New |
| WPG Advisers, LLC | 22 | $5.40K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 24 | $5.89K | 0.00% | +2+9.1% | Added |
| Ancora Advisors, LLC | 28 | $6.88K | 0.00% | +28 | New |
| Vermillion & White Wealth Management Group, LLC | 28 | $6.88K | 0.00% | +28 | New |
| Itau Unibanco Holding S.A. | 30 | $7.37K | 0.00% | +30 | New |
| Private Trust Co NA | 34 | $8.35K | 0.00% | +34 | New |
| Salomon & Ludwin, LLC | 34 | $8.42K | 0.00% | +34 | New |
| Main Street Group, LTD | 36 | $8.84K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 36 | $8.84K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 37 | $9.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $9.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $10.3K | 0.00% | −5−10.6% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $10.6K | 0.00% | +2+4.9% | Added |
| BFSG, LLC | 44 | $10.8K | 0.00% | +44 | New |
| Darwin Advisors, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $12.6K | 0.00% | +1+2.0% | Added |
| Signaturefd, LLC | 53 | $13.0K | 0.00% | −1−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 53 | $13.0K | 0.00% | +40+307.7% | Added |
| Larson Financial Group LLC | 53 | $13.0K | 0.00% | +25+89.3% | Added |
| Contravisory Investment Management, Inc. | 64 | $15.7K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 65 | $16.0K | 0.01% | +20+44.4% | Added |
| MCF Advisors LLC | 66 | $16.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $22.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 91 | $22.3K | 0.01% | −21−18.8% | Reduced |
| Wolverine Asset Management LLC | 100 | $24.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 105 | $25.0K | 0.00% | +4+4.0% | Added |
| Huntington National Bank | 108 | $26.5K | 0.00% | −6−5.3% | Reduced |
| Peregrine Capital Management LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 115 | $28.2K | 0.01% | −49−29.9% | Reduced |
| Nomura Asset Management Co Ltd | 120 | $29.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $34.4K | 0.00% | −16−10.3% | Reduced |
| MAI Capital Management | 142 | $34.8K | 0.00% | −79−35.7% | Reduced |
| Pathway Financial Advisers, LLC | 149 | $36.6K | 0.01% | +149 | New |
| Root Financial Partners, LLC | 166 | $40.8K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 171 | $42.0K | 0.00% | +60+54.1% | Added |
| Rise Advisors, LLC | 173 | $42.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 184 | $45.2K | 0.00% | −18−8.9% | Reduced |
| Sunbelt Securities, Inc. | 195 | $47.9K | 0.00% | +195 | New |
| IMA Wealth, Inc. | 196 | $48.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $49.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $49.2K | 0.00% | +115+135.3% | Added |
| GeoWealth Management, LLC | 200 | $49.2K | 0.00% | +200 | New |
| Assetmark, Inc | 219 | $53.8K | 0.00% | +202+1,188.2% | Added |
| Bryn Mawr Trust Co | 222 | $54.5K | 0.00% | −111−33.3% | Reduced |
| Harbour Investments, Inc. | 222 | $54.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 237 | $58.2K | 0.00% | +36+17.9% | Added |
| CoreCap Advisors, LLC | 240 | $58.9K | 0.00% | +120+100.0% | Added |
| Bessemer Group Inc | 241 | $59.0K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 241 | $59.2K | 0.00% | −173−41.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 248 | $60.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 283 | $69.5K | 0.00% | +2+0.7% | Added |
| Essential Partners LLC | 286 | $70.2K | 0.02% | +168+142.4% | Added |
| Kimelman & Baird, LLC | 300 | $73.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $73.7K | 0.01% | +300 | New |
| Optiver Holding B.V. | 313 | $76.9K | 0.00% | +190+154.5% | Added |
| Wealthspire Advisors, LLC | 320 | $78.6K | 0.00% | +320 | New |
| Versant Capital Management, Inc | 376 | $92.3K | 0.01% | +50+15.3% | Added |
| Geneos Wealth Management Inc. | 390 | $95.8K | 0.00% | +288+282.4% | Added |
| Banque Cantonale Vaudoise | 391 | $96.0K | 0.00% | −3−0.8% | Reduced |
| Parallel Advisors, LLC | 410 | $100.9K | 0.00% | −9−2.1% | Reduced |
| Harvest Fund Management Co., Ltd | 417 | $102.0K | 0.00% | −3,059−88.0% | Reduced |
| Central Trust Co | 431 | $105.8K | 0.00% | +431 | New |
| Clear Street Markets LLC | 434 | $106.6K | 0.03% | −468−51.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 446 | $110.0K | 0.04% | +15+3.5% | Added |
| Hantz Financial Services, Inc. | 459 | $113.0K | 0.00% | +125+37.4% | Added |
| SBI Securities Co., Ltd. | 494 | $121.3K | 0.00% | +4+0.8% | Added |
| Quarry LP | 494 | $121.3K | 0.03% | +494 | New |
| Ameriflex Group, Inc. | 518 | $127.3K | 0.05% | +259+100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 522 | $128.0K | 0.00% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 537 | $131.9K | 0.00% | +449+510.2% | Added |
| Fifth Third Bancorp | 545 | $133.8K | 0.00% | −103−15.9% | Reduced |