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 |
|---|---|---|---|---|---|
| HORAN Wealth, LLC | 1,000 | $394.1K | 0.04% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,005 | $396.1K | 0.08% | +1,005 | New |
| RSM US Wealth Management LLC | 1,021 | $402.5K | 0.00% | +45+4.6% | Added |
| Ballentine Partners, LLC | 1,023 | $403.2K | 0.01% | +46+4.7% | Added |
| United Capital Financial Advisers, LLC | 1,025 | $404.0K | 0.00% | +334+48.3% | Added |
| Citizens Financial Group Inc | 1,028 | $405.2K | 0.01% | +1,028 | New |
| Abel Hall, LLC | 1,038 | $409.1K | 0.09% | +19+1.9% | Added |
| Waddell & Associates, LLC | 1,041 | $410.3K | 0.02% | +1,041 | New |
| NorthCrest Asset Manangement, LLC | 1,062 | $415.6K | 0.01% | +409+62.6% | Added |
| Ritholtz Wealth Management | 1,062 | $418.6K | 0.01% | +265+33.2% | Added |
| Portside Wealth Group, LLC | 1,066 | $420.2K | 0.06% | +1,066 | New |
| Fred Alger Management, LLC | 1,068 | $421.0K | 0.00% | −120−10.1% | Reduced |
| Clearwave Capital, LLC | 1,069 | $421.5K | 0.29% | +1,069 | New |
| Burns Matteson Capital Management, LLC | 1,076 | $424.1K | 0.17% | −25−2.3% | Reduced |
| Cynosure Management, LLC | 1,088 | $428.8K | 0.05% | +1,088 | New |
| Premier Fund Managers Ltd | 1,156 | $429.0K | 0.03% | −1,537−57.1% | Reduced |
| Johnson Investment Counsel Inc | 1,094 | $431.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,114 | $439.1K | 0.06% | +1,114 | New |
| Picton Mahoney Asset Management | 1,121 | $441.8K | 0.00% | −11−1.0% | Reduced |
| Lido Advisors, LLC | 1,127 | $444.7K | 0.00% | +369+48.7% | Added |
| Wealthcare Advisory Partners LLC | 1,129 | $445.0K | 0.01% | +1,129 | New |
| Strategic Blueprint, LLC | 1,144 | $450.9K | 0.03% | +206+22.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,147 | $452.1K | 0.02% | +4+0.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,188 | $453.5K | 0.00% | −726−37.9% | Reduced |
| STRS Ohio | 1,151 | $453.7K | 0.00% | −2−0.2% | Reduced |
| Krilogy Financial LLC | 1,071 | $456.4K | 0.01% | +388+56.8% | Added |
| Legacy Capital Group California, Inc. | 1,159 | $456.8K | 0.17% | −287−19.8% | Reduced |
| AE Wealth Management LLC | 1,161 | $457.7K | 0.00% | +1,161 | New |
| Valmark Advisers, Inc. | 1,167 | $460.0K | 0.01% | +1,167 | New |
| Journey Strategic Wealth LLC | 1,177 | $463.9K | 0.01% | +407+52.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,189 | $468.6K | 0.00% | −1,023−46.2% | Reduced |
| Two Sigma Securities, LLC | 1,192 | $469.8K | 0.05% | +1,192 | New |
| Bauman Advisory Group, LLC | 1,194 | $470.7K | 0.33% | +1,194 | New |
| Moody Aldrich Partners LLC | 1,214 | $478.5K | 0.09% | −27−2.2% | Reduced |
| Radnor Capital Management, LLC | 1,220 | $480.9K | 0.07% | −20−1.6% | Reduced |
| Lighthouse Investment Partners, LLC | 1,226 | $483.2K | 0.02% | +1,226 | New |
| Pallas Capital Advisors LLC | 1,236 | $487.2K | 0.02% | +337+37.5% | Added |
| GAM Holding AG | 1,246 | $491.1K | 0.04% | +1,246 | New |
| Profund Advisors LLC | 1,247 | $491.5K | 0.02% | +135+12.1% | Added |
| Advyzon Investment Management, LLC | 1,248 | $491.9K | 0.04% | +153+14.0% | Added |
| Rothschild Investment LLC | 1,252 | $493.4K | 0.03% | +823+191.8% | Added |
| Strategy Asset Managers LLC | 1,266 | $499.0K | 0.08% | −9−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,266 | $499.0K | 0.03% | +69+5.8% | Added |
| Bridges Investment Management Inc | 1,267 | $499.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,283 | $505.7K | 0.00% | +1,283 | New |
| Kestra Private Wealth Services, LLC | 1,288 | $507.5K | 0.01% | +110+9.3% | Added |
| Morse Asset Management, Inc | 1,307 | $515.2K | 0.11% | +45+3.6% | Added |
| Diametric Capital, LP | 1,312 | $517.1K | 0.14% | +33+2.6% | Added |
| Clark Capital Management Group, Inc. | 1,312 | $517.1K | 0.00% | +5+0.4% | Added |
| Kingdom Financial Group LLC. | 1,314 | $518.0K | 0.15% | −185−12.3% | Reduced |
| Lloyd Advisory Services, LLC. | 1,314 | $518.0K | 0.15% | +1,314 | New |
| Savvy Advisors, Inc. | 1,320 | $520.3K | 0.01% | +113+9.4% | Added |
| Sunpointe, LLC | 1,341 | $528.6K | 0.17% | −3,697−73.4% | Reduced |
| GWM Advisors LLC | 1,352 | $532.9K | 0.00% | +302+28.8% | Added |
| Ausdal Financial Partners, Inc. | 1,354 | $533.7K | 0.02% | +138+11.3% | Added |
| Alps Advisors Inc | 1,373 | $541.2K | 0.00% | −545−28.4% | Reduced |
| Sterling Capital Management LLC | 1,396 | $550.2K | 0.01% | −1,014−42.1% | Reduced |
| Bull Harbor Capital LLC | 1,405 | $553.8K | 0.15% | +1,405 | New |
| North Dakota State Investment Board | 1,406 | $554.2K | 0.02% | −282−16.7% | Reduced |
| Pinnacle Associates Ltd | 1,422 | $560.5K | 0.01% | −18−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,423 | $560.9K | 0.00% | +1,370+2,584.9% | Added |
| Polymer Capital Management (US) LLC | 1,429 | $563.2K | 0.08% | −944−39.8% | Reduced |
| Stephens Inc | 1,446 | $569.9K | 0.01% | +119+9.0% | Added |
| Gibbs Wealth Management | 1,479 | $582.9K | 0.08% | +1,479 | New |
| Beacon Pointe Advisors, LLC | 1,481 | $583.7K | 0.00% | +1,481 | New |
| Park Edge Advisors, LLC | 1,486 | $585.7K | 0.13% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,491 | $587.8K | 0.00% | −91−5.8% | Reduced |
| Alliance Wealth Advisors, LLC | 1,492 | $588.1K | 0.13% | +1,492 | New |
| Nvest Financial, LLC | 1,500 | $591.2K | 0.22% | 00.0% | Unchanged |
| Wellington Grp LLC | 1,514 | $596.7K | 0.18% | +1,514 | New |
| Group One Trading, L.P. | 1,517 | $597.9K | 0.02% | +1,517 | New |
| Atlas Wealth Partners, LLC | 1,520 | $599.1K | 0.62% | 00.0% | Unchanged |
| TCW Group Inc | 1,520 | $599.1K | 0.00% | +90+6.3% | Added |
| Axxcess Wealth Management, LLC | 1,523 | $600.3K | 0.02% | −690−31.2% | Reduced |
| Brown Miller Wealth Management, LLC | 1,523 | $600.3K | 0.17% | +112+7.9% | Added |
| Panagora Asset Management Inc | 1,546 | $609.4K | 0.00% | −49−3.1% | Reduced |
| National Bank of Canada | 1,549 | $611.0K | 0.00% | −703−31.2% | Reduced |
| CIBC Asset Management Inc | 1,572 | $619.6K | 0.00% | +18+1.2% | Added |
| Benjamin Edwards Inc | 1,587 | $625.8K | 0.01% | +693+77.5% | Added |
| NewEdge Wealth, LLC | 1,593 | $627.8K | 0.01% | +629+65.2% | Added |
| Castleark Management LLC | 1,600 | $630.6K | 0.02% | −980−38.0% | Reduced |
| Shelton Capital Management | 1,613 | $635.8K | 0.01% | −73−4.3% | Reduced |
| Qtron Investments LLC | 1,624 | $640.1K | 0.09% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 1,637 | $645.2K | 0.00% | +1,637 | New |
| Koshinski Asset Management, Inc. | 1,646 | $648.8K | 0.04% | +545+49.5% | Added |
| Sivia Capital Partners, LLC | 1,653 | $651.5K | 0.13% | +998+152.4% | Added |
| BankChampaign, National Association | 1,659 | $653.9K | 0.65% | −134−7.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,684 | $664.0K | 0.03% | −777−31.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,709 | $673.6K | 0.02% | −822−32.5% | Reduced |
| Baird Financial Group, Inc. | 1,709 | $673.6K | 0.00% | +1,709 | New |
| Y.D. More Investments Ltd | 1,719 | $677.5K | 0.03% | +1,719 | New |
| Commerce Bank | 1,737 | $684.6K | 0.00% | +1,737 | New |
| Brave Asset Management Inc | 1,760 | $693.7K | 0.16% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,782 | $702.4K | 0.02% | +88+5.2% | Added |
| Advisor Resource Council | 1,784 | $703.3K | 0.28% | +80+4.7% | Added |
| Systematic Alpha Investments, LLC | 1,800 | $709.5K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,807 | $712.0K | 0.02% | +243+15.5% | Added |
| Park Avenue Securities LLC | 1,817 | $716.0K | 0.01% | +357+24.5% | Added |
| Chicago Partners Investment Group LLC | 1,692 | $717.3K | 0.02% | +1,692 | New |
| Great Valley Advisor Group, Inc. | 1,821 | $717.5K | 0.01% | +13+0.7% | Added |