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