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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 230 | $90.8K | 0.00% | +7+3.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 240 | $94.6K | 0.00% | +240 | New |
| Ameriflex Group, Inc. | 252 | $99.1K | 0.05% | +1+0.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 253 | $99.7K | 0.00% | −51−16.8% | Reduced |
| Bessemer Group Inc | 259 | $102.0K | 0.00% | +18+7.5% | Added |
| Kimelman & Baird, LLC | 300 | $118.2K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $118.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 308 | $121.4K | 0.00% | +79+34.5% | Added |
| LRI Investments, LLC | 322 | $127.1K | 0.01% | +322 | New |
| Root Financial Partners, LLC | 326 | $128.5K | 0.01% | +179+121.8% | Added |
| SBI Securities Co., Ltd. | 358 | $141.1K | 0.00% | +17+5.0% | Added |
| Caitong International Asset Management Co., Ltd | 365 | $143.9K | 0.03% | +355+3,550.0% | Added |
| Harbour Investments, Inc. | 371 | $146.2K | 0.00% | +97+35.4% | Added |
| Essential Partners LLC | 378 | $149.0K | 0.05% | +34+9.9% | Added |
| Banque Cantonale Vaudoise | 391 | $154.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 412 | $163.0K | 0.05% | −125−23.3% | Reduced |
| Versant Capital Management, Inc | 421 | $165.9K | 0.02% | +45+12.0% | Added |
| Meeder Asset Management Inc | 423 | $166.7K | 0.01% | −1,751−80.5% | Reduced |
| Optiver Holding B.V. | 453 | $178.6K | 0.01% | +453 | New |
| Truvestments Capital LLC | 457 | $180.1K | 0.03% | +457 | New |
| Confluence Wealth Services, Inc. | 509 | $200.5K | 0.01% | +509 | New |
| AlphaCore Capital LLC | 515 | $203.0K | 0.00% | +515 | New |
| International Assets Investment Management, LLC | 507 | $205.0K | 0.01% | +507 | New |
| Legacy Financial Advisors, Inc. | 523 | $206.1K | 0.03% | +523 | New |
| Clearstead Advisors, LLC | 524 | $206.5K | 0.00% | +302+136.0% | Added |
| Kovack Advisors, Inc. | 525 | $212.0K | 0.01% | +525 | New |
| Greenleaf Trust | 539 | $212.4K | 0.00% | +539 | New |
| Harrell Investment Partners, LLC | 541 | $213.3K | 0.05% | +541 | New |
| GenTrust, LLC | 545 | $214.8K | 0.01% | +545 | New |
| Sowell Financial Services LLC | 555 | $218.7K | 0.01% | −227−29.0% | Reduced |
| Aaron Wealth Advisors | 555 | $218.8K | 0.01% | +555 | New |
| Knightsbridge Asset Management, LLC | 588 | $231.8K | 0.03% | +588 | New |
| Parallel Advisors, LLC | 596 | $235.3K | 0.00% | +180+43.3% | Added |
| Discipline Wealth Solutions, LLC | 600 | $236.5K | 0.02% | +600 | New |
| Intech Investment Management LLC | 603 | $237.7K | 0.00% | −13,188−95.6% | Reduced |
| Van Hulzen Asset Management, LLC | 612 | $241.2K | 0.02% | +612 | New |
| Aries Wealth Management | 614 | $242.0K | 0.05% | +614 | New |
| Retirement Guys Formula LLC | 614 | $242.1K | 0.11% | −102−14.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 623 | $245.7K | 0.15% | +623 | New |
| TradeLink Capital LLC | 623 | $246.0K | 1.86% | +623 | New |
| VisionPoint Advisory Group, LLC | 640 | $252.3K | 0.05% | +640 | New |
| Principal Securities, Inc. | 644 | $253.8K | 0.00% | +644 | New |
| Geneos Wealth Management Inc. | 648 | $255.4K | 0.01% | +164+33.9% | Added |
| Evolve Private Wealth, LLC | 655 | $258.2K | 0.01% | +655 | New |
| Sigma Planning Corp | 656 | $258.4K | 0.01% | +656 | New |
| Sentinus, LLC | 666 | $262.5K | 0.02% | +666 | New |
| Graves-Light Private Wealth Management, Inc. | 670 | $264.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 671 | $265.0K | 0.18% | −2,821−80.8% | Reduced |
| Archer Investment Corp | 676 | $266.4K | 0.06% | +532+369.4% | Added |
| Daymark Wealth Partners, LLC | 682 | $268.8K | 0.01% | +682 | New |
| Laird Norton Trust Company, LLC | 687 | $270.8K | 0.01% | +38+5.9% | Added |
| Evoke Wealth, LLC | 689 | $271.6K | 0.01% | +689 | New |
| IPG Investment Advisors LLC | 695 | $273.9K | 0.05% | +695 | New |
| Chilton Investment Co LLC | 699 | $275.5K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 702 | $276.8K | 0.00% | −9,405−93.1% | Reduced |
| RiverPark Advisors, LLC | 708 | $279.1K | 0.10% | −9−1.3% | Reduced |
| Smartleaf Asset Management LLC | 754 | $279.5K | 0.01% | −54−6.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 709 | $279.9K | 0.03% | −150−17.5% | Reduced |
| American Trust | 718 | $283.0K | 0.03% | −306−29.9% | Reduced |
| IFP Advisors, Inc | 718 | $283.0K | 0.01% | +607+546.8% | Added |
| Michael S. Ryan, Inc. | 730 | $287.7K | 0.17% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 746 | $294.1K | 0.01% | +50+7.2% | Added |
| Verus Capital Partners, LLC | 756 | $298.0K | 0.02% | +756 | New |
| Davenport & Co LLC | 757 | $298.4K | 0.00% | −49−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 759 | $299.2K | 0.01% | +243+47.1% | Added |
| Base Wealth Management LLC | 760 | $299.6K | 0.17% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 764 | $301.1K | 0.03% | −260−25.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 789 | $304.7K | 0.00% | −183−18.8% | Reduced |
| Acadian Asset Management LLC | 792 | $311.0K | 0.00% | +792 | New |
| Blue Fin Capital, Inc. | 795 | $313.3K | 0.05% | −4−0.5% | Reduced |
| Concentric Capital Strategies, LP | 796 | $313.7K | 0.03% | −3,918−83.1% | Reduced |
| CoreCap Advisors, LLC | 796 | $313.7K | 0.01% | +706+784.4% | Added |
| Colonial River Wealth Management, LLC | 803 | $316.5K | 0.11% | +1+0.1% | Added |
| Norden Group LLC | 806 | $317.7K | 0.03% | +806 | New |
| Kingsview Wealth Management, LLC | 837 | $329.9K | 0.00% | +12+1.5% | Added |
| Advisory Alpha, LLC | 840 | $331.2K | 0.01% | +840 | New |
| Vontobel Holding Ltd. | 848 | $334.2K | 0.00% | −1,609−65.5% | Reduced |
| Umb Bank N A | 856 | $337.4K | 0.00% | +132+18.2% | Added |
| Elevatus Welath Management | 858 | $338.0K | 0.18% | +1+0.1% | Added |
| Graham Capital Management, L.P. | 878 | $346.1K | 0.01% | +878 | New |
| MAI Capital Management | 886 | $349.3K | 0.00% | +763+620.3% | Added |
| Gen-Wealth Partners Inc | 887 | $349.6K | 0.11% | +10+1.1% | Added |
| Summit Trail Advisors, LLC | 890 | $350.8K | 0.01% | +230+34.8% | Added |
| Meeder Advisory Services, Inc. | 894 | $352.4K | 0.01% | +5+0.6% | Added |
| Silver Oak Securities, Inc | 896 | $353.2K | 0.03% | −96−9.7% | Reduced |
| Prelude Capital Management, LLC | 901 | $355.1K | 0.03% | −1,091−54.8% | Reduced |
| State of Wyoming | 907 | $357.5K | 0.04% | −237−20.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 928 | $365.6K | 0.13% | −46−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 916 | $369.9K | 0.00% | +368+67.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,000 | $370.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 949 | $374.0K | 0.01% | +489+106.3% | Added |
| Horizon Family Wealth, Inc. | 958 | $377.7K | 0.20% | −215−18.3% | Reduced |
| Canandaigua National Corp | 960 | $378.4K | 0.03% | +960 | New |
| Baker Avenue Asset Management, LP | 966 | $380.7K | 0.01% | +966 | New |
| Gateway Wealth Partners, LLC | 977 | $385.1K | 0.02% | +977 | New |
| Connors Investor Services Inc | 977 | $385.1K | 0.04% | −30−3.0% | Reduced |
| Gateway Investment Advisers LLC | 995 | $392.3K | 0.00% | +995 | New |
| Vise Technologies, Inc. | 1,248 | $393.0K | 0.01% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,000 | $394.1K | 0.38% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,000 | $394.1K | 0.03% | 00.0% | Unchanged |