Carpenter Technology Corp

CRS

Exchange: NYSE
Industry: Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)
SEC CIK: 0000017843

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in Carpenter Technology Corp as of Dec 31, 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: 626; +56 vs. Q3 2025
Shares held: 48.8M; +342.3K (+0.7%) vs. Q3 2025
Total value: $15.4B; +$3.48B (+29.3%) vs. Q3 2025
New holders: 124; 202 more added
Sold out: 68; 220 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 626 institutions

Value heldQ4 2025: $15.4B

Institutions holding CRS and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q3 2025.

Institutions holding CRS in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dunhill Financial, LLC	1	$248	0.00%	+1	New
AdvisorNet Financial, Inc	1	$315	0.00%	00.0%	Unchanged
TFC Financial Management	1	$315	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	1	$315	0.00%	00.0%	Unchanged
TD Private Client Wealth LLC	2	$630	0.00%	+2	New
Trust Co	2	$630	0.00%	+2	New
DecisionPoint Financial, LLC	2	$630	0.00%	+2	New
Breakwater Investment Management	2	$630	0.00%	+2	New
PEAK6 LLC	2	$728	0.00%	+2	New
CVA Family Office, LLC	3	$945	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	3	$945	0.00%	00.0%	Unchanged
Basecamp Wealth Advisors LLC	3	$945	0.00%	+3	New
Atlantic Union Bankshares Corp	3	$946	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	4	$1.16K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	4	$1.26K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	4	$1.26K	0.00%	+4	New
Elyxium Wealth, LLC	4	$1.26K	0.00%	+4	New
Optima Capital LLC	4	$1.26K	0.00%	+4	New
Kohmann Bosshard Financial Services, LLC	5	$1.26K	0.00%	+5	New
Quent Capital, LLC	5	$1.57K	0.00%	−1−16.7%	Reduced
Toronto Dominion Bank	5	$1.67K	0.00%	+5	New
Steigerwald, Gordon & Koch Inc.	6	$1.89K	0.00%	+6	New
Rialto Wealth Management, LLC	6	$1.89K	0.00%	+3+100.0%	Added
T. Rowe Price Investment Management, Inc.	6	$2.00K	0.00%	+6	New
Bay Harbor Wealth Management, LLC	7	$2.20K	0.00%	+3+75.0%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	7	$2.20K	0.00%	+7	New
Marquette Asset Management, LLC	7	$2.20K	0.00%	+2+40.0%	Added
WPG Advisers, LLC	8	$2.52K	0.00%	−14−63.6%	Reduced
Wealth Watch Advisors, INC	9	$2.83K	0.00%	+9	New
Brown Brothers Harriman & Co	10	$3.15K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	10	$3.15K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	10	$3.15K	0.00%	+10	New
Annis Gardner Whiting Capital Advisors, LLC	12	$3.78K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$4.09K	0.00%	00.0%	Unchanged
Colonial Trust Co	14	$4.50K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	15	$4.72K	0.00%	−1−6.3%	Reduced
Sound Income Strategies, LLC	15	$5.03K	0.00%	00.0%	Unchanged
ORG Partners LLC	20	$6.29K	0.00%	+17+566.7%	Added
Bare Financial Services, Inc	24	$7.56K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	25	$7.72K	0.00%	−17−40.5%	Reduced
Activest Wealth Management	25	$7.87K	0.00%	+25	New
High Note Wealth, LLC	26	$8.19K	0.00%	+4+18.2%	Added
Bell Investment Advisors, Inc	30	$9.45K	0.00%	+21+233.3%	Added
SageView Advisory Group, LLC	31	$9.76K	0.00%	+31	New
Private Trust Co NA	34	$10.7K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	34	$10.7K	0.00%	+34	New
Signaturefd, LLC	35	$11.0K	0.00%	−18−34.0%	Reduced
Itau Unibanco Holding S.A.	36	$11.3K	0.00%	+6+20.0%	Added
Keating Financial Advisory Services, Inc.	36	$11.3K	0.00%	+36	New
Salomon & Ludwin, LLC	34	$11.6K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	37	$11.7K	0.00%	00.0%	Unchanged
BFSG, LLC	38	$12.0K	0.00%	−6−13.6%	Reduced
Farmers & Merchants Investments Inc	43	$13.5K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	43	$13.5K	0.00%	+30+230.8%	Added
SJS Investment Consulting Inc.	44	$13.9K	0.00%	+37+528.6%	Added
Acumen Wealth Advisors, LLC	48	$15.1K	0.00%	+48	New
Darwin Advisors, LLC	50	$15.7K	0.00%	00.0%	Unchanged
Steward Partners Investment Advisory, LLC	53	$16.7K	0.00%	00.0%	Unchanged
Zions Bancorporation, National Association	53	$16.7K	0.00%	+53	New
Eastern Bank	54	$17.0K	0.00%	+54	New
Chesapeake Asset Management LLC	55	$17.3K	0.01%	+55	New
MCF Advisors LLC	60	$18.9K	0.00%	−6−9.1%	Reduced
JFS Wealth Advisors, LLC	62	$19.5K	0.00%	+26+72.2%	Added
Contravisory Investment Management, Inc.	64	$20.1K	0.00%	00.0%	Unchanged
Accent Capital Management, LLC	65	$20.5K	0.01%	00.0%	Unchanged
Heritage Wealth Advisors	75	$23.6K	0.00%	00.0%	Unchanged
Avion Wealth	79	$24.0K	0.01%	+79	New
Ancora Advisors, LLC	77	$24.2K	0.00%	+49+175.0%	Added
CoreCap Advisors, LLC	90	$28.3K	0.00%	−150−62.5%	Reduced
C M Bidwell & Associates Ltd	91	$28.6K	0.01%	00.0%	Unchanged
Rakuten Securities, Inc.	92	$29.0K	0.01%	−23−20.0%	Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	90	$30.5K	0.00%	00.0%	Unchanged
Wolverine Asset Management LLC	100	$31.5K	0.00%	00.0%	Unchanged
Peregrine Capital Management LLC	110	$34.6K	0.00%	00.0%	Unchanged
Huntington National Bank	110	$34.6K	0.00%	+2+1.9%	Added
IFP Advisors, Inc	111	$34.9K	0.00%	−1,272−92.0%	Reduced
Armstrong Advisory Group, Inc	118	$37.2K	0.00%	+43+57.3%	Added
Nomura Asset Management Co Ltd	120	$37.8K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	122	$38.4K	0.00%	−49−28.7%	Reduced
MAI Capital Management	123	$38.7K	0.00%	−19−13.4%	Reduced
Spire Wealth Management	135	$42.4K	0.00%	+84+164.7%	Added
Archer Investment Corp	144	$45.3K	0.01%	−56−28.0%	Reduced
Root Financial Partners, LLC	147	$46.3K	0.00%	−19−11.4%	Reduced
Parkside Financial Bank & Trust	156	$49.1K	0.00%	+16+11.4%	Added
Quarry LP	177	$55.7K	0.01%	−317−64.2%	Reduced
Torren Management, LLC	187	$58.9K	0.03%	+187	New
Signature Equity Partners, LLC	191	$60.3K	0.03%	+191	New
Pinnacle Wealth Planning Services, Inc.	194	$61.1K	0.01%	+194	New
IMA Wealth, Inc.	196	$61.7K	0.01%	00.0%	Unchanged
GeoWealth Management, LLC	197	$62.1K	0.00%	−3−1.5%	Reduced
Bryn Mawr Trust Co	222	$69.9K	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	222	$69.9K	0.00%	−15−6.3%	Reduced
Assetmark, Inc	223	$70.3K	0.00%	+4+1.8%	Added
SRS Capital Advisors, Inc.	229	$72.1K	0.00%	−2,311−91.0%	Reduced
Bessemer Group Inc	241	$76.0K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	251	$79.1K	0.04%	−267−51.5%	Reduced
Larson Financial Group LLC	254	$79.9K	0.00%	+201+379.2%	Added
Harbour Investments, Inc.	274	$86.3K	0.00%	+52+23.4%	Added
Danske Bank A/S	300	$94.5K	0.00%	−4,983−94.3%	Reduced
Kimelman & Baird, LLC	300	$94.5K	0.01%	00.0%	Unchanged