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, Q1 2026

Institutional positions in Carpenter Technology Corp as of Mar 31, 2026. 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: 700; +84 vs. Q4 2025
Shares held: 47.2M; +3.61M (+8.3%) vs. Q4 2025
Total value: $18.6B; +$4.84B (+35.2%) vs. Q4 2025
New holders: 152; 262 more added
Sold out: 68; 208 more reduced

10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 700 institutions

Value heldQ1 2026: $18.6B

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, Q1 2026

Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q4 2025.

Institutions holding CRS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Strategic Wealth Partners, Ltd.	1	$236	0.00%	+1	New
Rakuten Securities, Inc.	1	$394	0.00%	−91−98.9%	Reduced
AdvisorNet Financial, Inc	1	$394	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	1	$394	0.00%	00.0%	Unchanged
Curio Wealth, LLC	1	$394	0.00%	+1	New
Hughes Financial Services, LLC	1	$394	0.00%	+1	New
TFC Financial Management	1	$395	0.00%	00.0%	Unchanged
TD Private Client Wealth LLC	2	$788	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	2	$788	0.00%	+2	New
Trust Co	2	$789	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	2	$789	0.00%	+2	New
Dunhill Financial, LLC	2	$1.10K	0.00%	+1+100.0%	Added
Creative Financial Designs Inc	3	$1.18K	0.00%	+3	New
Abound Wealth Management	3	$1.18K	0.00%	+3	New
Beaird Harris Wealth Management, LLC	4	$1.45K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	4	$1.58K	0.00%	−1,026−99.6%	Reduced
HFM Investment Advisors, LLC	4	$1.58K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	4	$1.58K	0.00%	+1+33.3%	Added
Bogart Wealth, LLC	4	$1.58K	0.00%	+4	New
Vermillion Wealth Management, Inc.	4	$1.58K	0.00%	+4	New
Financial Network Wealth Advisors LLC	4	$1.58K	0.00%	+4	New
Cornerstone Planning Group LLC	4	$1.78K	0.00%	+4	New
CX Institutional	4	$2.00K	0.00%	+4	New
Cromwell Holdings LLC	6	$2.37K	0.00%	+6	New
Thurston, Springer, Miller, Herd & Titak, Inc.	7	$2.76K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	7	$2.76K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	7	$2.76K	0.00%	+1+16.7%	Added
Brown Brothers Harriman & Co	10	$3.94K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	10	$3.94K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	10	$3.94K	0.00%	+10	New
Wall Street Financial Group, Inc.	10	$3.94K	0.00%	+10	New
Colonial Trust Co	10	$4.03K	0.00%	−4−28.6%	Reduced
Bay Harbor Wealth Management, LLC	12	$4.73K	0.00%	+5+71.4%	Added
Annis Gardner Whiting Capital Advisors, LLC	12	$4.73K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$5.12K	0.00%	00.0%	Unchanged
Sachetta, LLC	15	$5.91K	0.00%	+15	New
Sound Income Strategies, LLC	15	$6.07K	0.00%	00.0%	Unchanged
Atlantic Union Bankshares Corp	16	$6.31K	0.00%	+13+433.3%	Added
Crews Bank & Trust	17	$6.70K	0.00%	+17	New
Bell Investment Advisors, Inc	18	$7.09K	0.00%	−12−40.0%	Reduced
WPG Advisers, LLC	18	$7.09K	0.01%	+10+125.0%	Added
Bare Financial Services, Inc	19	$7.49K	0.00%	−5−20.8%	Reduced
Silicon Valley Capital Partners	21	$8.28K	0.00%	+21	New
JPL Wealth Management, LLC	23	$9.07K	0.00%	+23	New
UMA Financial Services, Inc.	25	$9.67K	0.00%	00.0%	Unchanged
Activest Wealth Management	25	$9.85K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	27	$10.6K	0.00%	+1+3.8%	Added
Golden State Equity Partners	29	$11.4K	0.00%	+29	New
Private Trust Co NA	31	$12.2K	0.00%	−3−8.8%	Reduced
Basecamp Wealth Advisors LLC	32	$12.6K	0.00%	+29+966.7%	Added
Salomon & Ludwin, LLC	34	$13.3K	0.00%	00.0%	Unchanged
Quent Capital, LLC	35	$13.8K	0.00%	+30+600.0%	Added
Quarry LP	36	$14.2K	0.00%	−141−79.7%	Reduced
Private Wealth Management Group, LLC	37	$14.6K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	37	$14.6K	0.00%	+37	New
BFSG, LLC	38	$15.0K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	38	$15.0K	0.00%	+23+153.3%	Added
Aster Capital Management (DIFC) Ltd	83	$15.0K	0.00%	+83	New
Keating Financial Advisory Services, Inc.	39	$15.4K	0.00%	+3+8.3%	Added
Farmers & Merchants Investments Inc	43	$16.9K	0.00%	00.0%	Unchanged
Spire Wealth Management	46	$17.9K	0.00%	−89−65.9%	Reduced
Berbice Capital Management LLC	50	$19.7K	0.01%	+50	New
Eastern Bank	53	$20.9K	0.00%	−1−1.9%	Reduced
Wealth Preservation Advisors, LLC	53	$20.9K	0.02%	+53	New
Larson Financial Group LLC	55	$21.7K	0.00%	−199−78.3%	Reduced
Contravisory Investment Management, Inc.	59	$23.3K	0.00%	−5−7.8%	Reduced
Acumen Wealth Advisors, LLC	59	$23.3K	0.01%	+11+22.9%	Added
MCF Advisors LLC	60	$23.6K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	62	$24.4K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	66	$26.0K	0.00%	+63+2,100.0%	Added
Zions Bancorporation, National Association	67	$26.4K	0.00%	+14+26.4%	Added
Twin Peaks Wealth Advisors, LLC	68	$26.8K	0.01%	+68	New
Heritage Wealth Advisors	75	$29.6K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	75	$29.6K	0.00%	+75	New
SJS Investment Consulting Inc.	80	$31.5K	0.00%	+36+81.8%	Added
Accent Capital Management, LLC	89	$35.1K	0.02%	+24+36.9%	Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	90	$35.5K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	91	$35.9K	0.02%	00.0%	Unchanged
Elequin Capital LP	96	$37.8K	0.00%	+96	New
Wolverine Asset Management LLC	100	$39.4K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	101	$39.8K	0.01%	+58+134.9%	Added
Ancora Advisors, LLC	102	$40.2K	0.00%	+25+32.5%	Added
Signaturefd, LLC	109	$43.1K	0.00%	+74+211.4%	Added
Peregrine Capital Management LLC	110	$43.4K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	118	$46.6K	0.00%	00.0%	Unchanged
Nomura Asset Management Co Ltd	120	$47.3K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	118	$47.7K	0.01%	+84+247.1%	Added
Macquarie Group Ltd	123	$48.5K	0.00%	+123	New
Huntington National Bank	124	$48.9K	0.00%	+14+12.7%	Added
Massmutual Trust Co FSB	127	$50.1K	0.00%	+5+4.1%	Added
Hollencrest Capital Management	132	$52.0K	0.00%	+132	New
Cullen/Frost Bankers, Inc.	132	$52.1K	0.00%	−1,684−92.7%	Reduced
Longview Financial Advisors, Inc.	139	$54.8K	0.03%	+139	New
Clear Street Markets LLC	152	$59.9K	0.03%	+152	New
Parkside Financial Bank & Trust	156	$61.5K	0.00%	00.0%	Unchanged
GeoWealth Management, LLC	167	$65.9K	0.00%	−30−15.2%	Reduced
Pinnacle Wealth Planning Services, Inc.	182	$71.7K	0.01%	−12−6.2%	Reduced
IMA Wealth, Inc.	196	$77.3K	0.01%	00.0%	Unchanged
Signature Equity Partners, LLC	205	$81.0K	0.04%	+14+7.3%	Added
Bryn Mawr Trust Co	222	$87.5K	0.00%	00.0%	Unchanged