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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 1,454 | $357.0K | 0.00% | +1+0.1% | Added |
| Park Avenue Securities LLC | 1,451 | $356.0K | 0.00% | −1,125−43.7% | Reduced |
| National Bank of Canada | 1,435 | $352.3K | 0.00% | −1,459−50.4% | Reduced |
| Alta Wealth Advisors LLC | 1,431 | $351.4K | 0.13% | +1,431 | New |
| Brinker Capital Investments, LLC | 1,389 | $341.1K | 0.00% | −141−9.2% | Reduced |
| IFP Advisors, Inc | 1,383 | $339.6K | 0.01% | −729−34.5% | Reduced |
| Castleark Management LLC | 1,380 | $338.8K | 0.01% | −15,320−91.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,378 | $338.4K | 0.01% | +638+86.2% | Added |
| Brown Miller Wealth Management, LLC | 1,378 | $338.4K | 0.10% | +1,378 | New |
| American Trust | 1,375 | $337.6K | 0.03% | −342−19.9% | Reduced |
| Highland Capital Management, LLC | 1,371 | $336.6K | 0.02% | −25−1.8% | Reduced |
| Strategy Asset Managers LLC | 1,357 | $333.2K | 0.06% | +1,357 | New |
| Versor Investments LP | 1,333 | $327.3K | 0.06% | +1,333 | New |
| FineMark National Bank & Trust | 1,310 | $321.7K | 0.01% | −30−2.2% | Reduced |
| PharVision Advisers, LLC | 1,303 | $319.9K | 0.18% | +1,303 | New |
| Aristeia Capital LLC | 1,302 | $319.7K | 0.01% | +195+17.6% | Added |
| Clark Capital Management Group, Inc. | 1,300 | $319.2K | 0.00% | +1,300 | New |
| Stephens Inc | 1,299 | $319.0K | 0.00% | −307−19.1% | Reduced |
| XTX Topco Ltd | 1,294 | $317.7K | 0.02% | −5,544−81.1% | Reduced |
| Anb Bank | 1,294 | $317.7K | 0.13% | −10−0.8% | Reduced |
| Picton Mahoney Asset Management | 1,265 | $310.0K | 0.00% | +310+32.5% | Added |
| Knights of Columbus Asset Advisors LLC | 1,250 | $306.9K | 0.02% | +1,250 | New |
| Moody Aldrich Partners LLC | 1,244 | $305.5K | 0.06% | −5−0.4% | Reduced |
| Radnor Capital Management, LLC | 1,240 | $304.5K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,223 | $300.3K | 0.00% | +90+7.9% | Added |
| Bridgefront Capital, LLC | 1,223 | $300.3K | 0.09% | +1,223 | New |
| Legacy Advisory Services, LLC | 1,209 | $296.9K | 0.22% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,204 | $295.6K | 0.01% | +2+0.2% | Added |
| Morse Asset Management, Inc | 1,203 | $295.4K | 0.06% | +361+42.9% | Added |
| Optimize Financial Inc | 1,200 | $294.6K | 0.15% | +432+56.3% | Added |
| Kestra Private Wealth Services, LLC | 1,182 | $290.3K | 0.00% | +2+0.2% | Added |
| Coldstream Capital Management Inc | 1,179 | $289.5K | 0.00% | +245+26.2% | Added |
| Horizon Family Wealth, Inc. | 1,172 | $287.8K | 0.17% | +1+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,175 | $287.7K | 0.00% | +419+55.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,169 | $287.0K | 0.01% | −25−2.1% | Reduced |
| Profund Advisors LLC | 1,166 | $286.3K | 0.01% | +12+1.0% | Added |
| Nomura Holdings Inc | 1,152 | $282.9K | 0.00% | +1,152 | New |
| STRS Ohio | 1,151 | $282.6K | 0.00% | −3,851−77.0% | Reduced |
| AE Wealth Management LLC | 1,143 | $280.7K | 0.00% | +297+35.1% | Added |
| Burns Matteson Capital Management, LLC | 1,101 | $270.3K | 0.11% | +1,101 | New |
| Johnson Investment Counsel Inc | 1,094 | $268.6K | 0.00% | −885−44.7% | Reduced |
| Kane Investment Management, Inc. | 1,085 | $266.4K | 0.13% | −1,121−50.8% | Reduced |
| Perbak Capital Partners LLP | 1,075 | $264.0K | 0.05% | +1,075 | New |
| HB Wealth Management, LLC | 1,067 | $262.0K | 0.00% | +25+2.4% | Added |
| Rockefeller Capital Management L.P. | 1,019 | $250.3K | 0.00% | −34,394−97.1% | Reduced |
| Two Sigma Securities, LLC | 1,010 | $248.0K | 0.04% | −4,774−82.5% | Reduced |
| Connors Investor Services Inc | 1,007 | $247.3K | 0.02% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,006 | $247.0K | 0.03% | +1,006 | New |
| Patriot Investment Management Inc. | 1,000 | $245.5K | 0.02% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 1,000 | $245.5K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 987 | $242.3K | 0.10% | −50−4.8% | Reduced |
| National Asset Management, Inc. | 975 | $239.4K | 0.01% | +62+6.8% | Added |
| Glass Jacobson Investment Advisors llc | 974 | $239.1K | 0.09% | +37+3.9% | Added |
| Canandaigua National Bank & Trust Co | 960 | $235.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 949 | $233.0K | 0.00% | −122−11.4% | Reduced |
| Ausdal Financial Partners, Inc. | 929 | $228.1K | 0.01% | +929 | New |
| Merit Financial Group, LLC | 922 | $226.4K | 0.00% | +922 | New |
| Ground Swell Capital, LLC | 890 | $218.5K | 0.48% | +890 | New |
| Oppenheimer Asset Management Inc. | 873 | $214.4K | 0.00% | −471−35.0% | Reduced |
| Ballentine Partners, LLC | 871 | $213.9K | 0.00% | −12−1.4% | Reduced |
| Gen-Wealth Partners Inc | 864 | $212.1K | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 857 | $210.4K | 0.01% | −8−0.9% | Reduced |
| Lazard Asset Management LLC | 857 | $210.4K | 0.00% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 857 | $210.4K | 0.12% | +857 | New |
| Elevatus Welath Management | 857 | $210.3K | 0.06% | +1+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 855 | $209.9K | 0.00% | +30+3.6% | Added |
| Pallas Capital Advisors LLC | 854 | $209.7K | 0.01% | +2+0.2% | Added |
| Globeflex Capital L P | 851 | $209.0K | 0.03% | +5+0.6% | Added |
| Advyzon Investment Management, LLC | 847 | $208.0K | 0.04% | +847 | New |
| Vise Technologies, Inc. | 836 | $205.2K | 0.01% | −1,789−68.2% | Reduced |
| Vestcor Inc | 833 | $205.0K | 0.01% | +833 | New |
| Bridges Investment Management Inc | 834 | $204.8K | 0.00% | +834 | New |
| EntryPoint Capital, LLC | 820 | $201.3K | 0.08% | +820 | New |
| Covestor Ltd | 804 | $198.0K | 0.11% | +56+7.5% | Added |
| RiverPark Advisors, LLC | 800 | $196.4K | 0.08% | −228−22.2% | Reduced |
| Shell Asset Management Co | 716 | $176.0K | 0.02% | −1,070−59.9% | Reduced |
| EverSource Wealth Advisors, LLC | 605 | $148.6K | 0.01% | +155+34.4% | Added |
| Umb Bank N A | 588 | $144.4K | 0.00% | +4+0.7% | Added |
| Rothschild Investment LLC | 588 | $144.4K | 0.01% | +588 | New |
| Smartleaf Asset Management LLC | 595 | $143.6K | 0.01% | +165+38.4% | Added |
| Fifth Third Bancorp | 545 | $133.8K | 0.00% | −103−15.9% | Reduced |
| Global Retirement Partners, LLC | 537 | $131.9K | 0.00% | +449+510.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 522 | $128.0K | 0.00% | +1+0.2% | Added |
| Ameriflex Group, Inc. | 518 | $127.3K | 0.05% | +259+100.0% | Added |
| SBI Securities Co., Ltd. | 494 | $121.3K | 0.00% | +4+0.8% | Added |
| Quarry LP | 494 | $121.3K | 0.03% | +494 | New |
| Hantz Financial Services, Inc. | 459 | $113.0K | 0.00% | +125+37.4% | Added |
| Hazlett, Burt & Watson, Inc. | 446 | $110.0K | 0.04% | +15+3.5% | Added |
| Clear Street Markets LLC | 434 | $106.6K | 0.03% | −468−51.9% | Reduced |
| Central Trust Co | 431 | $105.8K | 0.00% | +431 | New |
| Harvest Fund Management Co., Ltd | 417 | $102.0K | 0.00% | −3,059−88.0% | Reduced |
| Parallel Advisors, LLC | 410 | $100.9K | 0.00% | −9−2.1% | Reduced |
| Banque Cantonale Vaudoise | 391 | $96.0K | 0.00% | −3−0.8% | Reduced |
| Geneos Wealth Management Inc. | 390 | $95.8K | 0.00% | +288+282.4% | Added |
| Versant Capital Management, Inc | 376 | $92.3K | 0.01% | +50+15.3% | Added |
| Wealthspire Advisors, LLC | 320 | $78.6K | 0.00% | +320 | New |
| Optiver Holding B.V. | 313 | $76.9K | 0.00% | +190+154.5% | Added |
| Kimelman & Baird, LLC | 300 | $73.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $73.7K | 0.01% | +300 | New |
| Essential Partners LLC | 286 | $70.2K | 0.02% | +168+142.4% | Added |