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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 699 | $220.1K | 0.00% | +699 | New |
| Perigon Wealth Management, LLC | 696 | $219.2K | 0.00% | +696 | New |
| United Capital Financial Advisers, LLC | 691 | $217.6K | 0.00% | +691 | New |
| Prosperity Wealth Management, Inc. | 681 | $214.4K | 0.07% | +681 | New |
| Graves-Light Private Wealth Management, Inc. | 670 | $210.9K | 0.02% | +670 | New |
| Summit Trail Advisors, LLC | 660 | $207.8K | 0.00% | −1,106−62.6% | Reduced |
| Sivia Capital Partners, LLC | 655 | $206.2K | 0.04% | +655 | New |
| Laird Norton Trust Company, LLC | 649 | $204.3K | 0.00% | +649 | New |
| Lido Advisors, LLC | 758 | $203.1K | 0.00% | +758 | New |
| TD Waterhouse Canada Inc. | 548 | $172.5K | 0.00% | +548 | New |
| Hazlett, Burt & Watson, Inc. | 537 | $169.0K | 0.05% | +91+20.4% | Added |
| EverSource Wealth Advisors, LLC | 516 | $162.5K | 0.01% | −89−14.7% | Reduced |
| Fifth Third Bancorp | 486 | $153.0K | 0.00% | −59−10.8% | Reduced |
| Geneos Wealth Management Inc. | 484 | $152.4K | 0.00% | +94+24.1% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 484 | $152.4K | 2.21% | +484 | New |
| Central Trust Co | 460 | $144.7K | 0.00% | +29+6.7% | Added |
| Rothschild Investment LLC | 429 | $135.0K | 0.01% | −159−27.0% | Reduced |
| Parallel Advisors, LLC | 416 | $131.2K | 0.00% | +6+1.5% | Added |
| Banque Cantonale Vaudoise | 391 | $123.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $118.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 344 | $108.3K | 0.03% | +58+20.3% | Added |
| SBI Securities Co., Ltd. | 341 | $107.4K | 0.00% | −153−31.0% | Reduced |
| Greenline Wealth Management LLC | 304 | $95.9K | 0.10% | +304 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 304 | $95.7K | 0.00% | +63+26.1% | 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 |
| Financial Consulate, Inc | 300 | $94.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 274 | $86.3K | 0.00% | +52+23.4% | Added |
| Larson Financial Group LLC | 254 | $79.9K | 0.00% | +201+379.2% | Added |
| Ameriflex Group, Inc. | 251 | $79.1K | 0.04% | −267−51.5% | Reduced |
| Bessemer Group Inc | 241 | $76.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 229 | $72.1K | 0.00% | −2,311−91.0% | Reduced |
| Assetmark, Inc | 223 | $70.3K | 0.00% | +4+1.8% | Added |
| Clearstead Advisors, LLC | 222 | $69.9K | 0.00% | −15−6.3% | Reduced |
| Bryn Mawr Trust Co | 222 | $69.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 197 | $62.1K | 0.00% | −3−1.5% | Reduced |
| IMA Wealth, Inc. | 196 | $61.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 194 | $61.1K | 0.01% | +194 | New |
| Signature Equity Partners, LLC | 191 | $60.3K | 0.03% | +191 | New |
| Torren Management, LLC | 187 | $58.9K | 0.03% | +187 | New |
| Quarry LP | 177 | $55.7K | 0.01% | −317−64.2% | Reduced |
| Parkside Financial Bank & Trust | 156 | $49.1K | 0.00% | +16+11.4% | Added |
| Root Financial Partners, LLC | 147 | $46.3K | 0.00% | −19−11.4% | Reduced |
| Archer Investment Corp | 144 | $45.3K | 0.01% | −56−28.0% | Reduced |
| Spire Wealth Management | 135 | $42.4K | 0.00% | +84+164.7% | Added |
| MAI Capital Management | 123 | $38.7K | 0.00% | −19−13.4% | Reduced |
| Massmutual Trust Co FSB | 122 | $38.4K | 0.00% | −49−28.7% | Reduced |
| Nomura Asset Management Co Ltd | 120 | $37.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $37.2K | 0.00% | +43+57.3% | Added |
| IFP Advisors, Inc | 111 | $34.9K | 0.00% | −1,272−92.0% | Reduced |
| Huntington National Bank | 110 | $34.6K | 0.00% | +2+1.9% | Added |
| Peregrine Capital Management LLC | 110 | $34.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $31.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $30.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 92 | $29.0K | 0.01% | −23−20.0% | Reduced |
| C M Bidwell & Associates Ltd | 91 | $28.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $28.3K | 0.00% | −150−62.5% | Reduced |
| Ancora Advisors, LLC | 77 | $24.2K | 0.00% | +49+175.0% | Added |
| Avion Wealth | 79 | $24.0K | 0.01% | +79 | New |
| Heritage Wealth Advisors | 75 | $23.6K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 65 | $20.5K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 64 | $20.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $19.5K | 0.00% | +26+72.2% | Added |
| MCF Advisors LLC | 60 | $18.9K | 0.00% | −6−9.1% | Reduced |
| Chesapeake Asset Management LLC | 55 | $17.3K | 0.01% | +55 | New |
| Eastern Bank | 54 | $17.0K | 0.00% | +54 | New |
| Steward Partners Investment Advisory, LLC | 53 | $16.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 53 | $16.7K | 0.00% | +53 | New |
| Darwin Advisors, LLC | 50 | $15.7K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 48 | $15.1K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 44 | $13.9K | 0.00% | +37+528.6% | Added |
| True Wealth Design, LLC | 43 | $13.5K | 0.00% | +30+230.8% | Added |
| Farmers & Merchants Investments Inc | 43 | $13.5K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 38 | $12.0K | 0.00% | −6−13.6% | Reduced |
| Private Wealth Management Group, LLC | 37 | $11.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $11.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 35 | $11.0K | 0.00% | −18−34.0% | Reduced |
| Private Trust Co NA | 34 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $10.7K | 0.00% | +34 | New |
| SageView Advisory Group, LLC | 31 | $9.76K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 30 | $9.45K | 0.00% | +21+233.3% | Added |
| High Note Wealth, LLC | 26 | $8.19K | 0.00% | +4+18.2% | Added |
| Activest Wealth Management | 25 | $7.87K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 25 | $7.72K | 0.00% | −17−40.5% | Reduced |
| Bare Financial Services, Inc | 24 | $7.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $6.29K | 0.00% | +17+566.7% | Added |
| Sound Income Strategies, LLC | 15 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $4.72K | 0.00% | −1−6.3% | Reduced |
| Colonial Trust Co | 14 | $4.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $4.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $3.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wealth Watch Advisors, INC | 9 | $2.83K | 0.00% | +9 | New |
| WPG Advisers, LLC | 8 | $2.52K | 0.00% | −14−63.6% | Reduced |
| Marquette Asset Management, LLC | 7 | $2.20K | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $2.20K | 0.00% | +3+75.0% | Added |