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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 283 | $69.5K | 0.00% | +2+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 248 | $60.9K | 0.01% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 241 | $59.2K | 0.00% | −173−41.8% | Reduced |
| Bessemer Group Inc | 241 | $59.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 240 | $58.9K | 0.00% | +120+100.0% | Added |
| Clearstead Advisors, LLC | 237 | $58.2K | 0.00% | +36+17.9% | 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 |
| Assetmark, Inc | 219 | $53.8K | 0.00% | +202+1,188.2% | Added |
| GeoWealth Management, LLC | 200 | $49.2K | 0.00% | +200 | New |
| Ameritas Advisory Services, LLC | 200 | $49.2K | 0.00% | +115+135.3% | Added |
| Archer Investment Corp | 200 | $49.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 196 | $48.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 195 | $47.9K | 0.00% | +195 | New |
| Principal Securities, Inc. | 184 | $45.2K | 0.00% | −18−8.9% | Reduced |
| Rise Advisors, LLC | 173 | $42.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 171 | $42.0K | 0.00% | +60+54.1% | Added |
| Root Financial Partners, LLC | 166 | $40.8K | 0.00% | +166 | New |
| Pathway Financial Advisers, LLC | 149 | $36.6K | 0.01% | +149 | New |
| MAI Capital Management | 142 | $34.8K | 0.00% | −79−35.7% | Reduced |
| Parkside Financial Bank & Trust | 140 | $34.4K | 0.00% | −16−10.3% | Reduced |
| Nomura Asset Management Co Ltd | 120 | $29.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 115 | $28.2K | 0.01% | −49−29.9% | Reduced |
| Peregrine Capital Management LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 108 | $26.5K | 0.00% | −6−5.3% | Reduced |
| Hemington Wealth Management | 105 | $25.0K | 0.00% | +4+4.0% | Added |
| Wolverine Asset Management LLC | 100 | $24.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 91 | $22.3K | 0.01% | −21−18.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $22.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 66 | $16.2K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 65 | $16.0K | 0.01% | +20+44.4% | Added |
| Contravisory Investment Management, Inc. | 64 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $13.0K | 0.00% | +25+89.3% | 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 |
| Spire Wealth Management | 51 | $12.6K | 0.00% | +1+2.0% | Added |
| Darwin Advisors, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 44 | $10.8K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 43 | $10.6K | 0.00% | +2+4.9% | Added |
| UMA Financial Services, Inc. | 42 | $10.3K | 0.00% | −5−10.6% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 36 | $8.84K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 36 | $8.84K | 0.00% | +36 | New |
| Salomon & Ludwin, LLC | 34 | $8.42K | 0.00% | +34 | New |
| Private Trust Co NA | 34 | $8.35K | 0.00% | +34 | New |
| Itau Unibanco Holding S.A. | 30 | $7.37K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 28 | $6.88K | 0.00% | +28 | New |
| Vermillion & White Wealth Management Group, LLC | 28 | $6.88K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 24 | $5.89K | 0.00% | +2+9.1% | Added |
| High Note Wealth, LLC | 22 | $5.40K | 0.00% | +22 | New |
| WPG Advisers, LLC | 22 | $5.40K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 16 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $3.76K | 0.00% | +5+50.0% | Added |
| JPL Wealth Management, LLC | 15 | $3.68K | 0.00% | +15 | New |
| Colonial Trust Co | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $2.95K | 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 |
| Bell Investment Advisors, Inc | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $1.47K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 5 | $1.23K | 0.00% | +5 | New |
| 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 |
| Beaird Harris Wealth Management, LLC | 4 | $902 | 0.00% | +1+33.3% | Added |
| Atlantic Union Bankshares Corp | 3 | $738 | 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 |
| ORG Partners LLC | 3 | $736 | 0.00% | +3 | New |
| 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 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −1,034,097−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −176,120−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −135,029−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −66,712−100.0% | Sold out |
| Pelham Capital Ltd. | 0 | $0 | 0.00% | −49,612−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −45,594−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −44,155−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −41,513−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −34,360−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −34,208−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −33,645−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −39,745−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,603−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −29,192−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −24,403−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −23,679−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −23,439−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,446−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −11,290−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |