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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 1,821 | $717.5K | 0.01% | +13+0.7% | Added |
| Chicago Partners Investment Group LLC | 1,692 | $717.3K | 0.02% | +1,692 | New |
| Park Avenue Securities LLC | 1,817 | $716.0K | 0.01% | +357+24.5% | Added |
| Vestcor Inc | 1,807 | $712.0K | 0.02% | +243+15.5% | Added |
| Systematic Alpha Investments, LLC | 1,800 | $709.5K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 1,784 | $703.3K | 0.28% | +80+4.7% | Added |
| Atomi Financial Group, Inc. | 1,782 | $702.4K | 0.02% | +88+5.2% | Added |
| Brave Asset Management Inc | 1,760 | $693.7K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 1,737 | $684.6K | 0.00% | +1,737 | New |
| Y.D. More Investments Ltd | 1,719 | $677.5K | 0.03% | +1,719 | New |
| 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 |
| Harvest Fund Management Co., Ltd | 1,684 | $664.0K | 0.03% | −777−31.6% | Reduced |
| BankChampaign, National Association | 1,659 | $653.9K | 0.65% | −134−7.5% | Reduced |
| Sivia Capital Partners, LLC | 1,653 | $651.5K | 0.13% | +998+152.4% | Added |
| Koshinski Asset Management, Inc. | 1,646 | $648.8K | 0.04% | +545+49.5% | Added |
| CIBC Bancorp USA Inc. | 1,637 | $645.2K | 0.00% | +1,637 | New |
| Qtron Investments LLC | 1,624 | $640.1K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 1,613 | $635.8K | 0.01% | −73−4.3% | Reduced |
| Castleark Management LLC | 1,600 | $630.6K | 0.02% | −980−38.0% | Reduced |
| NewEdge Wealth, LLC | 1,593 | $627.8K | 0.01% | +629+65.2% | Added |
| Benjamin Edwards Inc | 1,587 | $625.8K | 0.01% | +693+77.5% | Added |
| CIBC Asset Management Inc | 1,572 | $619.6K | 0.00% | +18+1.2% | Added |
| National Bank of Canada | 1,549 | $611.0K | 0.00% | −703−31.2% | Reduced |
| Panagora Asset Management Inc | 1,546 | $609.4K | 0.00% | −49−3.1% | Reduced |
| 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 |
| 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 |
| Group One Trading, L.P. | 1,517 | $597.9K | 0.02% | +1,517 | New |
| Wellington Grp LLC | 1,514 | $596.7K | 0.18% | +1,514 | New |
| Nvest Financial, LLC | 1,500 | $591.2K | 0.22% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,492 | $588.1K | 0.13% | +1,492 | New |
| EP Wealth Advisors, LLC | 1,491 | $587.8K | 0.00% | −91−5.8% | Reduced |
| Park Edge Advisors, LLC | 1,486 | $585.7K | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,481 | $583.7K | 0.00% | +1,481 | New |
| Gibbs Wealth Management | 1,479 | $582.9K | 0.08% | +1,479 | New |
| Stephens Inc | 1,446 | $569.9K | 0.01% | +119+9.0% | Added |
| Polymer Capital Management (US) LLC | 1,429 | $563.2K | 0.08% | −944−39.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,423 | $560.9K | 0.00% | +1,370+2,584.9% | Added |
| Pinnacle Associates Ltd | 1,422 | $560.5K | 0.01% | −18−1.3% | Reduced |
| North Dakota State Investment Board | 1,406 | $554.2K | 0.02% | −282−16.7% | Reduced |
| Bull Harbor Capital LLC | 1,405 | $553.8K | 0.15% | +1,405 | New |
| Sterling Capital Management LLC | 1,396 | $550.2K | 0.01% | −1,014−42.1% | Reduced |
| Alps Advisors Inc | 1,373 | $541.2K | 0.00% | −545−28.4% | Reduced |
| Ausdal Financial Partners, Inc. | 1,354 | $533.7K | 0.02% | +138+11.3% | Added |
| GWM Advisors LLC | 1,352 | $532.9K | 0.00% | +302+28.8% | Added |
| Sunpointe, LLC | 1,341 | $528.6K | 0.17% | −3,697−73.4% | Reduced |
| Savvy Advisors, Inc. | 1,320 | $520.3K | 0.01% | +113+9.4% | 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 |
| Clark Capital Management Group, Inc. | 1,312 | $517.1K | 0.00% | +5+0.4% | Added |
| Diametric Capital, LP | 1,312 | $517.1K | 0.14% | +33+2.6% | Added |
| Morse Asset Management, Inc | 1,307 | $515.2K | 0.11% | +45+3.6% | Added |
| Kestra Private Wealth Services, LLC | 1,288 | $507.5K | 0.01% | +110+9.3% | Added |
| Warren Averett Asset Management, LLC | 1,283 | $505.7K | 0.00% | +1,283 | New |
| Bridges Investment Management Inc | 1,267 | $499.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 1,252 | $493.4K | 0.03% | +823+191.8% | Added |
| Advyzon Investment Management, LLC | 1,248 | $491.9K | 0.04% | +153+14.0% | Added |
| Profund Advisors LLC | 1,247 | $491.5K | 0.02% | +135+12.1% | Added |
| GAM Holding AG | 1,246 | $491.1K | 0.04% | +1,246 | New |
| Pallas Capital Advisors LLC | 1,236 | $487.2K | 0.02% | +337+37.5% | Added |
| Lighthouse Investment Partners, LLC | 1,226 | $483.2K | 0.02% | +1,226 | New |
| Radnor Capital Management, LLC | 1,220 | $480.9K | 0.07% | −20−1.6% | Reduced |
| Moody Aldrich Partners LLC | 1,214 | $478.5K | 0.09% | −27−2.2% | Reduced |
| Bauman Advisory Group, LLC | 1,194 | $470.7K | 0.33% | +1,194 | New |
| Two Sigma Securities, LLC | 1,192 | $469.8K | 0.05% | +1,192 | New |
| Fuller & Thaler Asset Management, Inc. | 1,189 | $468.6K | 0.00% | −1,023−46.2% | Reduced |
| Journey Strategic Wealth LLC | 1,177 | $463.9K | 0.01% | +407+52.9% | Added |
| Valmark Advisers, Inc. | 1,167 | $460.0K | 0.01% | +1,167 | New |
| AE Wealth Management LLC | 1,161 | $457.7K | 0.00% | +1,161 | New |
| Legacy Capital Group California, Inc. | 1,159 | $456.8K | 0.17% | −287−19.8% | Reduced |
| Krilogy Financial LLC | 1,071 | $456.4K | 0.01% | +388+56.8% | Added |
| STRS Ohio | 1,151 | $453.7K | 0.00% | −2−0.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,188 | $453.5K | 0.00% | −726−37.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,147 | $452.1K | 0.02% | +4+0.3% | Added |
| Strategic Blueprint, LLC | 1,144 | $450.9K | 0.03% | +206+22.0% | Added |
| Wealthcare Advisory Partners LLC | 1,129 | $445.0K | 0.01% | +1,129 | New |
| Lido Advisors, LLC | 1,127 | $444.7K | 0.00% | +369+48.7% | Added |
| Picton Mahoney Asset Management | 1,121 | $441.8K | 0.00% | −11−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,114 | $439.1K | 0.06% | +1,114 | New |
| Johnson Investment Counsel Inc | 1,094 | $431.2K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,156 | $429.0K | 0.03% | −1,537−57.1% | Reduced |
| Cynosure Management, LLC | 1,088 | $428.8K | 0.05% | +1,088 | New |
| Burns Matteson Capital Management, LLC | 1,076 | $424.1K | 0.17% | −25−2.3% | Reduced |
| Clearwave Capital, LLC | 1,069 | $421.5K | 0.29% | +1,069 | New |
| Fred Alger Management, LLC | 1,068 | $421.0K | 0.00% | −120−10.1% | Reduced |
| Portside Wealth Group, LLC | 1,066 | $420.2K | 0.06% | +1,066 | New |
| Ritholtz Wealth Management | 1,062 | $418.6K | 0.01% | +265+33.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,062 | $415.6K | 0.01% | +409+62.6% | Added |
| Waddell & Associates, LLC | 1,041 | $410.3K | 0.02% | +1,041 | New |
| Abel Hall, LLC | 1,038 | $409.1K | 0.09% | +19+1.9% | Added |
| Citizens Financial Group Inc | 1,028 | $405.2K | 0.01% | +1,028 | New |
| United Capital Financial Advisers, LLC | 1,025 | $404.0K | 0.00% | +334+48.3% | Added |
| Ballentine Partners, LLC | 1,023 | $403.2K | 0.01% | +46+4.7% | Added |
| RSM US Wealth Management LLC | 1,021 | $402.5K | 0.00% | +45+4.6% | Added |
| GWN Securities Inc. | 1,005 | $396.1K | 0.08% | +1,005 | New |
| Northland Securities, Inc. | 1,000 | $394.1K | 0.38% | 00.0% | Unchanged |