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Livermore
ZHEN

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, Q2 2026

Institutional positions in Carpenter Technology Corp as of Jun 30, 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
881
+187 vs. Q1 2026
Shares held
46.7M
−529.1K (−1.1%) vs. Q1 2026
Total value
$28.6B
+$10.1B (+54.1%) vs. Q1 2026
New holders
237
314 more added
Sold out
50
252 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 881 institutions
Q1 2021: 209 institutionsQ2 2021: 187 institutionsQ3 2021: 186 institutionsQ4 2021: 194 institutionsQ1 2022: 199 institutionsQ2 2022: 190 institutionsQ3 2022: 191 institutionsQ4 2022: 212 institutionsQ1 2023: 222 institutionsQ2 2023: 249 institutionsQ3 2023: 282 institutionsQ4 2023: 303 institutionsQ1 2024: 296 institutionsQ2 2024: 362 institutionsQ3 2024: 408 institutionsQ4 2024: 456 institutionsQ1 2025: 479 institutionsQ2 2025: 574 institutionsQ3 2025: 580 institutionsQ4 2025: 626 institutionsQ1 2026: 700 institutionsQ2 2026: 881 institutions
Value heldQ2 2026: $28.6B
Q1 2021: $1.80BQ2 2021: $1.79BQ3 2021: $1.44BQ4 2021: $1.28BQ1 2022: $1.92BQ2 2022: $1.26BQ3 2022: $1.41BQ4 2022: $1.66BQ1 2023: $2.03BQ2 2023: $2.55BQ3 2023: $3.05BQ4 2023: $3.24BQ1 2024: $3.28BQ2 2024: $5.12BQ3 2024: $7.50BQ4 2024: $7.97BQ1 2025: $9.01BQ2 2025: $13.6BQ3 2025: $11.9BQ4 2025: $15.4BQ1 2026: $18.6BQ2 2026: $28.6B
Institutions holding CRS and their total value by quarter
QuarterHoldersValue
Q2 2026881$28.6B
Q1 2026700$18.6B
Q4 2025626$15.4B
Q3 2025580$11.9B
Q2 2025574$13.6B
Q1 2025479$9.01B
Q4 2024456$7.97B
Q3 2024408$7.50B
Q2 2024362$5.12B
Q1 2024296$3.28B
Q4 2023303$3.24B
Q3 2023282$3.05B
Q2 2023249$2.55B
Q1 2023222$2.03B
Q4 2022212$1.66B
Q3 2022191$1.41B
Q2 2022190$1.26B
Q1 2022199$1.92B
Q4 2021194$1.28B
Q3 2021186$1.44B
Q2 2021187$1.79B
Q1 2021209$1.80B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q1 2026.

Institutions holding CRS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cordant, Inc.0$1920.00%0New
Halbert Hargrove Global Advisors, LLC1$3830.00%+1New
DecisionPoint Financial, LLC1$6110.00%+1New
TFC Financial Management1$6170.00%00.0%Unchanged
AdvisorNet Financial, Inc1$6170.00%00.0%Unchanged
Highline Wealth Partners LLC1$6170.00%00.0%Unchanged
North Star Investment Management Corp.1$6170.00%+1New
Financial Management Professionals, Inc.1$6170.00%+1New
Mascoma Wealth Management LLC1$6170.00%+1New
ROSS\JOHNSON & Associates LLC1$6170.01%+1New
Strive Financial Group ,LLC1$6170.00%+1New
1015 Capital Partners, LLC1$6170.00%+1New
Decker Retirement Planning Inc.1$7160.00%+1New
Avion Wealth3$1.00K0.00%+3New
Navigoe, LLC2$1.00K0.00%+2New
Hollencrest Capital Management2$1.23K0.00%−130−98.5%Reduced
Horizon Investments, LLC2$1.23K0.00%−2−50.0%Reduced
Trust Co2$1.23K0.00%00.0%Unchanged
Toth Financial Advisory Corp2$1.23K0.00%+2New
Motco2$1.23K0.00%+2New
Raffa Wealth Management, LLC2$1.23K0.00%+2New
SHP Wealth Management2$1.23K0.00%+2New
Planning Strategies Inc.2$1.23K0.00%+2New
Montag A & Associates Inc2$1.25K0.00%+2New
Dunhill Financial, LLC2$1.72K0.00%00.0%Unchanged
Abound Wealth Management3$1.85K0.00%00.0%Unchanged
Creative Financial Designs Inc3$1.85K0.00%00.0%Unchanged
American Capital Advisory, LLC3$1.85K0.00%+1+50.0%Added
JNBA Financial Advisors3$1.85K0.00%+3New
CX Institutional4$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC4$2.00K0.00%+4New
Cornerstone Planning Group LLC4$2.35K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC4$2.47K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$2.47K0.00%00.0%Unchanged
Stone House Investment Management, LLC4$2.47K0.00%+2+100.0%Added
Silver Grove Financial Group, Inc.4$2.47K0.00%+4New
BFSG, LLC4$2.47K0.00%−34−89.5%Reduced
MV Capital Management, Inc.4$2.47K0.00%+4New
ZRC Wealth Management, LLC5$3.08K0.00%+5New
Owl Creek Wealth Partners LLC5$3.08K0.00%+5New
Colonial Trust Co6$3.86K0.00%−4−40.0%Reduced
Marquette Asset Management, LLC7$4.32K0.00%00.0%Unchanged
Hughes Financial Services, LLC7$4.32K0.00%+6+600.0%Added
Rialto Wealth Management, LLC8$4.93K0.00%+1+14.3%Added
TD Private Client Wealth LLC8$4.93K0.00%+6+300.0%Added
Creative Capital Management Investments LLC8$4.93K0.00%+8New
HFM Investment Advisors, LLC9$5.55K0.00%+5+125.0%Added
Brown Brothers Harriman & Co10$6.17K0.00%00.0%Unchanged
Westside Investment Management, Inc.10$6.17K0.00%00.0%Unchanged
Bogart Wealth, LLC10$6.17K0.00%+6+150.0%Added
Dogwood Wealth Management LLC10$6.17K0.00%+10New
Bay Harbor Wealth Management, LLC12$7.40K0.00%00.0%Unchanged
Cromwell Holdings LLC12$7.40K0.00%+6+100.0%Added
DiNuzzo Private Wealth, Inc.13$8.02K0.00%00.0%Unchanged
Continuum Advisory, LLC14$8.64K0.00%+14New
Bokf, NA16$9.87K0.00%+16New
WPG Advisers, LLC18$11.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc18$11.1K0.00%00.0%Unchanged
Concord Wealth Partners19$11.7K0.00%+19New
Atlantic Union Bankshares Corp19$11.7K0.00%+3+18.8%Added
Rakuten Securities, Inc.24$14.8K0.00%+23+2,300.0%Added
JPL Wealth Management, LLC26$16.0K0.00%+3+13.0%Added
UMA Financial Services, Inc.27$16.4K0.00%+2+8.0%Added
High Note Wealth, LLC27$16.7K0.00%00.0%Unchanged
Bare Financial Services, Inc28$17.3K0.00%+9+47.4%Added
Bayforest Capital Ltd28$17.3K0.02%+28New
Ancora Advisors, LLC28$17.3K0.00%−74−72.5%Reduced
Beaird Harris Wealth Management, LLC29$17.7K0.00%+25+625.0%Added
Activest Wealth Management31$19.1K0.00%+6+24.0%Added
Salomon & Ludwin, LLC34$20.7K0.00%00.0%Unchanged
Action Point Financial Planning, LLC38$21.6K0.00%+38New
Salem Investment Counselors Inc37$22.8K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$22.8K0.01%00.0%Unchanged
MCF Advisors LLC43$26.5K0.00%−17−28.3%Reduced
Farmers & Merchants Investments Inc44$27.1K0.00%+1+2.3%Added
Silicon Valley Capital Partners44$27.4K0.00%+23+109.5%Added
Sachetta, LLC45$27.8K0.01%+30+200.0%Added
Group One Trading, L.P.47$29.0K0.00%−1,470−96.9%Reduced
Keating Financial Advisory Services, Inc.47$29.0K0.00%+8+20.5%Added
Quent Capital, LLC47$29.0K0.00%+12+34.3%Added
Acumen Wealth Advisors, LLC47$29.0K0.01%−12−20.3%Reduced
Fortitude Family Office, LLC48$29.6K0.01%+10+26.3%Added
Global Trust Asset Management, LLC50$30.8K0.01%+50New
V-Square Quantitative Management LLC50$30.8K0.00%+50New
Ronald Blue Trust, Inc.54$33.3K0.00%+54New
Contravisory Investment Management, Inc.56$34.5K0.01%−3−5.1%Reduced
First Horizon Corp59$36.4K0.00%+59New
Nomura Asset Management Co Ltd62$38.2K0.00%−58−48.3%Reduced
JFS Wealth Advisors, LLC62$38.2K0.00%00.0%Unchanged
LRI Investments, LLC63$38.9K0.00%−259−80.4%Reduced
Caitong International Asset Management Co., Ltd64$39.5K0.01%−301−82.5%Reduced
Basecamp Wealth Advisors LLC66$40.7K0.01%+34+106.3%Added
CVA Family Office, LLC67$41.3K0.00%+1+1.5%Added
Wealth Enhancement Trust Services, Inc.70$43.2K0.00%+70New
Zions Bancorporation, National Association71$43.8K0.00%+4+6.0%Added
Heritage Wealth Advisors75$46.3K0.00%00.0%Unchanged
Peregrine Capital Management LLC80$49.3K0.00%−30−27.3%Reduced
LifeSteps Financial, Inc.80$49.3K0.02%+80New
Armstrong Advisory Group, Inc84$52.0K0.00%−34−28.8%Reduced
Private Trust Co NA89$54.9K0.00%+58+187.1%Added