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