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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,855 | $731.0K | 0.04% | −605−24.6% | Reduced |
| CI Private Wealth, LLC | 1,864 | $734.7K | 0.00% | +566+43.6% | Added |
| HMS Capital Management, LLC | 1,871 | $737.5K | 0.29% | +114+6.5% | Added |
| Argent Trust Co | 1,921 | $757.2K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,934 | $762.1K | 0.31% | +134+7.4% | Added |
| King Luther Capital Management Corp | 1,940 | $764.7K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,952 | $769.4K | 0.00% | +750+62.4% | Added |
| Philadelphia Trust Co | 1,965 | $775.0K | 0.05% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,981 | $780.9K | 0.05% | +1,981 | New |
| ProShare Advisors LLC | 1,997 | $787.1K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,999 | $787.9K | 0.04% | +657+49.0% | Added |
| Simon Quick Advisors, LLC | 2,000 | $788.3K | 0.04% | −62−3.0% | Reduced |
| NBC Securities, Inc. | 2,037 | $803.0K | 0.06% | −116−5.4% | Reduced |
| Arista Wealth Management, LLC | 2,043 | $805.2K | 0.10% | +2,043 | New |
| Mission Wealth Management, LP | 2,066 | $814.3K | 0.02% | +33+1.6% | Added |
| OP Asset Management Ltd | 2,077 | $818.6K | 0.01% | −1,899−47.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,121 | $836.0K | 0.01% | +17+0.8% | Added |
| Brinker Capital Investments, LLC | 2,148 | $846.6K | 0.01% | +926+75.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,166 | $853.7K | 0.03% | +69+3.3% | Added |
| Manuka Financial, LLC | 2,168 | $854.5K | 0.53% | 00.0% | Unchanged |
| Severin Investments, LLC | 2,190 | $863.4K | 0.74% | +39+1.8% | Added |
| Fiduciary Trust Co | 2,193 | $864.4K | 0.01% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 2,195 | $865.2K | 0.64% | +2,195 | New |
| Mather Group, LLC. | 2,229 | $878.6K | 0.01% | +2,229 | New |
| Alta Wealth Advisors LLC | 2,263 | $892.0K | 0.29% | +832+58.1% | Added |
| Lee Johnson Capital Management, LLC | 2,273 | $895.9K | 0.32% | −150−6.2% | Reduced |
| Maryland State Retirement & Pension System | 2,339 | $921.9K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,350 | $926.3K | 0.07% | −150−6.0% | Reduced |
| Winton Group Ltd | 2,355 | $928.2K | 0.03% | +2,355 | New |
| Coldstream Capital Management Inc | 2,356 | $928.6K | 0.01% | +1,356+135.6% | Added |
| Caxton Associates LLP | 2,357 | $929.0K | 0.02% | +287+13.9% | Added |
| Shelton Wealth Management, LLC | 2,372 | $934.9K | 0.41% | −43−1.8% | Reduced |
| Hilltop Holdings Inc. | 2,384 | $939.7K | 0.09% | −48−2.0% | Reduced |
| Burney Co | 2,400 | $946.0K | 0.03% | +301+14.3% | Added |
| BDFS Capital LLC | 2,458 | $968.9K | 0.47% | +2,458 | New |
| Savant Capital, LLC | 2,467 | $972.4K | 0.00% | +101+4.3% | Added |
| Hantz Financial Services, Inc. | 2,493 | $983.0K | 0.01% | +1,439+136.5% | Added |
| Capula Management Ltd | 2,499 | $985.0K | 0.01% | +2,499 | New |
| Fairvoy Private Wealth, LLC | 2,531 | $997.6K | 0.24% | +2,531 | New |
| Utah Retirement Systems | 2,544 | $1.00M | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,487 | $1.01M | 0.01% | +337+15.7% | Added |
| Vident Advisory, LLC | 2,555 | $1.01M | 0.01% | +1,853+264.0% | Added |
| Brighton Jones LLC | 2,616 | $1.03M | 0.02% | +2,616 | New |
| Merit Financial Group, LLC | 2,620 | $1.03M | 0.01% | +1,413+117.1% | Added |
| Sequoia Financial Advisors, LLC | 2,663 | $1.05M | 0.01% | −843−24.0% | Reduced |
| Squarepoint Ops LLC | 2,665 | $1.05M | 0.00% | −61,439−95.8% | Reduced |
| TrueWealth Advisors, LLC | 2,753 | $1.09M | 0.27% | +184+7.2% | Added |
| Sheets Smith Wealth Management | 2,787 | $1.10M | 0.12% | −7−0.3% | Reduced |
| PFG Advisors | 2,874 | $1.13M | 0.06% | +140+5.1% | Added |
| GAMMA Investing LLC | 2,959 | $1.17M | 0.05% | +254+9.4% | Added |
| Penobscot Investment Management Company, Inc. | 3,000 | $1.18M | 0.09% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,050 | $1.20M | 0.44% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,122 | $1.23M | 0.02% | +3,122 | New |
| Wakefield Asset Management LLLP | 3,148 | $1.24M | 0.33% | −2,128−40.3% | Reduced |
| M&T Bank Corp | 3,201 | $1.26M | 0.00% | +94+3.0% | Added |
| Bright Futures Wealth Management, LLC. | 3,237 | $1.28M | 0.87% | +542+20.1% | Added |
| Buckingham Strategic Partners | 3,242 | $1.28M | 0.01% | +1,241+62.0% | Added |
| Skopos Labs, Inc. | 3,248 | $1.28M | 0.04% | +1,800+124.3% | Added |
| Twin Capital Management Inc | 3,320 | $1.31M | 0.17% | +82+2.5% | Added |
| Jefferies Financial Group Inc. | 3,322 | $1.31M | 0.02% | +3,322 | New |
| Y-Intercept (Hong Kong) Ltd | 3,339 | $1.32M | 0.02% | −1,380−29.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,366 | $1.33M | 0.22% | +3,366 | New |
| Pinnacle Financial Partners, Inc. | 3,391 | $1.34M | 0.01% | +5+0.1% | Added |
| Veracity Capital LLC | 3,395 | $1.34M | 0.48% | −307−8.3% | Reduced |
| D.A. Davidson & Co. | 3,406 | $1.34M | 0.01% | +3,406 | New |
| Blair William & Co | 3,460 | $1.36M | 0.00% | −137−3.8% | Reduced |
| Sanctuary Advisors, LLC | 3,497 | $1.38M | 0.01% | +44+1.3% | Added |
| Neuberger Berman Group LLC | 3,537 | $1.39M | 0.00% | −32,612−90.2% | Reduced |
| Dearborn Partners LLC | 3,550 | $1.40M | 0.08% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,555 | $1.40M | 0.00% | +21+0.6% | Added |
| Storgate, LLC | 3,664 | $1.44M | 1.13% | +192+5.5% | Added |
| Securian Asset Management, Inc | 3,668 | $1.45M | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,693 | $1.46M | 0.10% | −500−11.9% | Reduced |
| Oppenheimer & Co Inc | 3,807 | $1.50M | 0.02% | −2−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,835 | $1.51M | 0.05% | +2,110+122.3% | Added |
| Private Advisor Group, LLC | 3,862 | $1.52M | 0.01% | +1,403+57.1% | Added |
| Crossmark Global Holdings, Inc. | 4,003 | $1.58M | 0.02% | +215+5.7% | Added |
| Penn Capital Management Co Inc | 4,021 | $1.61M | 0.12% | −531−11.7% | Reduced |
| Taproot Management LP | 4,085 | $1.61M | 0.30% | −2,600−38.9% | Reduced |
| Swiss Life Asset Management Ltd | 4,124 | $1.63M | 0.01% | +686+20.0% | Added |
| Pathway Financial Advisers, LLC | 4,124 | $1.63M | 0.46% | +4,124 | New |
| JustInvest LLC | 4,156 | $1.64M | 0.02% | −60−1.4% | Reduced |
| US Bancorp | 4,240 | $1.67M | 0.00% | −813−16.1% | Reduced |
| Marshall Financial Group LLC | 4,253 | $1.68M | 0.27% | −103−2.4% | Reduced |
| Pier Capital, LLC | 4,418 | $1.74M | 0.29% | +4,418 | New |
| Deutsche Bank AG | 4,449 | $1.75M | 0.00% | +169+3.9% | Added |
| Jackson Creek Investment Advisors LLC | 4,455 | $1.76M | 0.52% | −140−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,527 | $1.78M | 0.00% | +4,527 | New |
| HSBC Holdings PLC | 4,681 | $1.85M | 0.00% | +67+1.5% | Added |
| Hanlon Investment Management, Inc. | 4,713 | $1.86M | 1.02% | −70−1.5% | Reduced |
| Wealthstar Advisors, LLC | 4,860 | $1.92M | 1.14% | −2,212−31.3% | Reduced |
| DnB Asset Management AS | 5,001 | $1.97M | 0.01% | +1,916+62.1% | Added |
| Atom Investors LP | 5,070 | $2.00M | 0.14% | −3,053−37.6% | Reduced |
| State of Alaska, Department of Revenue | 5,075 | $2.00M | 0.02% | +175+3.6% | Added |
| Agp Franklin, LLC | 5,114 | $2.02M | 1.01% | −7,611−59.8% | Reduced |
| Hanseatic Management Services Inc | 5,124 | $2.02M | 1.93% | +5,124 | New |
| Virtue Capital Management, LLC | 5,532 | $2.05M | 0.31% | −131−2.3% | Reduced |
| Baader Bank INC | 5,228 | $2.06M | 0.20% | −63−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,226 | $2.06M | 0.01% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 5,243 | $2.07M | 0.41% | +593+12.8% | Added |