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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Wealth Partners, LLC | 1,520 | $478.6K | 0.53% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,500 | $472.3K | 0.01% | +963+179.3% | Added |
| Nvest Financial, LLC | 1,500 | $472.3K | 0.20% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1,499 | $471.9K | 0.15% | +1,499 | New |
| Skopos Labs, Inc. | 1,448 | $471.1K | 0.02% | +1,448 | New |
| Park Edge Advisors, LLC | 1,486 | $467.9K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,460 | $460.0K | 0.00% | +9+0.6% | Added |
| Forum Financial Management, LP | 1,455 | $458.1K | 0.01% | +1+0.1% | Added |
| Legacy Capital Group California, Inc. | 1,446 | $455.3K | 0.11% | −16−1.1% | Reduced |
| Pinnacle Associates Ltd | 1,440 | $453.4K | 0.01% | −322−18.3% | Reduced |
| Alta Wealth Advisors LLC | 1,431 | $450.5K | 0.15% | 00.0% | Unchanged |
| TCW Group Inc | 1,430 | $450.2K | 0.00% | +1,430 | New |
| Brown Miller Wealth Management, LLC | 1,411 | $444.3K | 0.12% | +33+2.4% | Added |
| Highland Capital Management, LLC | 1,342 | $422.5K | 0.02% | −29−2.1% | Reduced |
| Stephens Inc | 1,327 | $417.8K | 0.01% | +28+2.2% | Added |
| Clark Capital Management Group, Inc. | 1,307 | $411.5K | 0.00% | +7+0.5% | Added |
| Whalen Wealth Management Inc. | 1,304 | $410.6K | 0.22% | +447+52.2% | Added |
| CI Private Wealth, LLC | 1,298 | $408.7K | 0.00% | +1,298 | New |
| Diametric Capital, LP | 1,279 | $402.7K | 0.11% | +1,279 | New |
| Strategy Asset Managers LLC | 1,275 | $401.4K | 0.07% | −82−6.0% | Reduced |
| Bridges Investment Management Inc | 1,267 | $398.9K | 0.01% | +433+51.9% | Added |
| Morse Asset Management, Inc | 1,262 | $397.3K | 0.08% | +59+4.9% | Added |
| FineMark National Bank & Trust | 1,250 | $393.6K | 0.01% | −60−4.6% | Reduced |
| Vise Technologies, Inc. | 1,248 | $393.0K | 0.01% | +412+49.3% | Added |
| Moody Aldrich Partners LLC | 1,241 | $390.7K | 0.07% | −3−0.2% | Reduced |
| Radnor Capital Management, LLC | 1,240 | $390.4K | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,222 | $384.6K | 0.00% | −167−12.0% | Reduced |
| Ausdal Financial Partners, Inc. | 1,216 | $382.8K | 0.02% | +287+30.9% | Added |
| Optimize Financial Inc | 1,216 | $382.8K | 0.19% | +16+1.3% | Added |
| Legacy Advisory Services, LLC | 1,210 | $380.9K | 0.29% | +1+0.1% | Added |
| Merit Financial Group, LLC | 1,207 | $380.0K | 0.00% | +285+30.9% | Added |
| Savvy Advisors, Inc. | 1,207 | $379.9K | 0.01% | +3+0.2% | Added |
| HB Wealth Management, LLC | 1,202 | $378.4K | 0.00% | +135+12.7% | Added |
| Knights of Columbus Asset Advisors LLC | 1,197 | $376.9K | 0.02% | −53−4.2% | Reduced |
| Fred Alger Management, LLC | 1,188 | $374.0K | 0.00% | −10,113−89.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,178 | $370.9K | 0.00% | −4−0.3% | Reduced |
| Horizon Family Wealth, Inc. | 1,173 | $369.3K | 0.20% | +1+0.1% | Added |
| STRS Ohio | 1,153 | $363.0K | 0.00% | +2+0.2% | Added |
| State of Wyoming | 1,144 | $360.2K | 0.04% | −2,257−66.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,143 | $359.9K | 0.02% | −26−2.2% | Reduced |
| Picton Mahoney Asset Management | 1,132 | $356.4K | 0.00% | −133−10.5% | Reduced |
| Profund Advisors LLC | 1,112 | $350.1K | 0.01% | −54−4.6% | Reduced |
| Burns Matteson Capital Management, LLC | 1,101 | $346.6K | 0.14% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,101 | $346.6K | 0.02% | +1,101 | New |
| Advyzon Investment Management, LLC | 1,095 | $344.8K | 0.04% | +248+29.3% | Added |
| Johnson Investment Counsel Inc | 1,094 | $344.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,054 | $332.0K | 0.00% | +595+129.6% | Added |
| PVG Asset Management Corp | 1,053 | $331.5K | 0.70% | +1,053 | New |
| GWM Advisors LLC | 1,050 | $330.6K | 0.00% | +767+271.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,000 | $325.4K | 0.02% | +1,000 | New |
| Exchange Traded Concepts, LLC | 1,030 | $324.3K | 0.00% | +1,030 | New |
| Horizon Investments, LLC | 1,030 | $324.1K | 0.00% | −5,389−84.0% | Reduced |
| American Trust | 1,024 | $322.4K | 0.03% | −351−25.5% | Reduced |
| Jag Capital Management, LLC | 1,024 | $322.4K | 0.04% | +1,024 | New |
| Abel Hall, LLC | 1,019 | $320.8K | 0.07% | +32+3.2% | Added |
| Connors Investor Services Inc | 1,007 | $317.0K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 992 | $316.1K | 0.02% | +992 | New |
| Coldstream Capital Management Inc | 1,000 | $314.8K | 0.00% | −179−15.2% | Reduced |
| Patriot Investment Management Inc. | 1,000 | $314.8K | 0.02% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 1,000 | $314.8K | 0.05% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,000 | $314.8K | 0.30% | +1,000 | New |
| RSM US Wealth Management LLC | 976 | $311.0K | 0.00% | +976 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 972 | $310.2K | 0.00% | −203−17.3% | Reduced |
| Ballentine Partners, LLC | 977 | $307.6K | 0.00% | +106+12.2% | Added |
| Glass Jacobson Investment Advisors llc | 974 | $306.7K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 965 | $303.8K | 0.01% | −10−1.0% | Reduced |
| NewEdge Wealth, LLC | 964 | $303.6K | 0.00% | +964 | New |
| Canandaigua National Bank & Trust Co | 960 | $302.2K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 938 | $295.3K | 0.02% | +938 | New |
| Banque Transatlantique SA | 903 | $284.6K | 0.01% | +903 | New |
| Pallas Capital Advisors LLC | 899 | $283.0K | 0.01% | +45+5.3% | Added |
| Benjamin Edwards Inc | 894 | $281.7K | 0.00% | −3,441−79.4% | Reduced |
| Meeder Advisory Services, Inc. | 889 | $279.9K | 0.01% | +32+3.7% | Added |
| Mirabella Financial Services LLP | 888 | $279.6K | 0.03% | +888 | New |
| Gen-Wealth Partners Inc | 877 | $276.1K | 0.09% | +13+1.5% | Added |
| Oppenheimer Asset Management Inc. | 872 | $274.5K | 0.00% | −1−0.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 859 | $270.4K | 0.04% | +859 | New |
| Elevatus Welath Management | 857 | $269.9K | 0.07% | 00.0% | Unchanged |
| Inceptionr LLC | 838 | $263.8K | 0.07% | +838 | New |
| Kingsview Wealth Management, LLC | 825 | $259.6K | 0.00% | +825 | New |
| Smartleaf Asset Management LLC | 808 | $257.4K | 0.01% | +213+35.8% | Added |
| Integrated Wealth Concepts LLC | 815 | $256.6K | 0.00% | +815 | New |
| Neo Ivy Capital Management | 810 | $255.0K | 0.04% | +810 | New |
| Davenport & Co LLC | 806 | $253.8K | 0.00% | +806 | New |
| 9823 Capital, L.P. | 805 | $253.4K | 0.17% | +805 | New |
| Colonial River Wealth Management, LLC | 802 | $252.5K | 0.09% | +802 | New |
| Blue Fin Capital, Inc. | 799 | $251.6K | 0.04% | +799 | New |
| Ritholtz Wealth Management | 797 | $250.9K | 0.00% | +797 | New |
| Sowell Financial Services LLC | 782 | $246.1K | 0.01% | +782 | New |
| Brendel Financial Advisors LLC | 770 | $242.4K | 0.12% | +770 | New |
| Journey Strategic Wealth LLC | 770 | $242.4K | 0.01% | +770 | New |
| Base Wealth Management LLC | 760 | $239.3K | 0.13% | +760 | New |
| Krilogy Financial LLC | 683 | $238.0K | 0.01% | +683 | New |
| Michael S. Ryan, Inc. | 730 | $229.8K | 0.13% | +730 | New |
| Umb Bank N A | 724 | $227.9K | 0.00% | +136+23.1% | Added |
| RiverPark Advisors, LLC | 717 | $225.7K | 0.06% | −83−10.4% | Reduced |
| Retirement Guys Formula LLC | 716 | $225.4K | 0.10% | +716 | New |
| NorthCrest Asset Manangement, LLC | 653 | $222.4K | 0.00% | +653 | New |
| Vident Advisory, LLC | 702 | $221.0K | 0.00% | +702 | New |
| University of Texas/Texas Am Investment Managment Co | 699 | $220.1K | 0.03% | +699 | New |