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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carpenter Technology Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenline Wealth Management LLC | 444 | $273.9K | 0.23% | +444 | New |
| Cigna Investments Inc | 447 | $276.0K | 0.04% | +447 | New |
| Advisor OS, LLC | 459 | $283.1K | 0.02% | +459 | New |
| Inspire Advisors, LLC | 464 | $283.7K | 0.02% | +464 | New |
| Sage Rhino Capital LLC | 462 | $285.0K | 0.05% | +462 | New |
| Chilton Investment Co LLC | 464 | $286.2K | 0.01% | −235−33.6% | Reduced |
| Accredited Investors Inc. | 469 | $289.3K | 0.01% | +469 | New |
| Avail Investment Partners, LLC | 471 | $290.5K | 0.22% | +471 | New |
| Monticello Wealth Management, LLC | 472 | $291.1K | 0.02% | +472 | New |
| Harbour Investments, Inc. | 474 | $292.5K | 0.00% | +103+27.8% | Added |
| Massar Capital Management, LP | 475 | $293.0K | 0.10% | +475 | New |
| Sound View Wealth Advisors Group, LLC | 477 | $294.2K | 0.02% | +477 | New |
| Sym Financial Corp | 479 | $295.5K | 0.02% | +479 | New |
| Impact Capital Partners LLC | 479 | $295.5K | 0.08% | +479 | New |
| Wedmont Private Capital | 513 | $296.8K | 0.01% | +513 | New |
| Investment Research Partners LLC | 482 | $297.3K | 0.10% | +482 | New |
| Winton Group Ltd | 483 | $297.9K | 0.01% | −1,872−79.5% | Reduced |
| Optimize Financial Inc | 484 | $298.6K | 0.11% | +484 | New |
| Sound Capital Solutions LLC | 484 | $298.6K | 0.07% | +484 | New |
| LightSquare Wealth Management, LLC | 488 | $301.0K | 0.21% | +488 | New |
| QRG Capital Management, Inc. | 489 | $301.6K | 0.00% | +489 | New |
| Family Wealth Partners, LLC | 489 | $301.6K | 0.09% | +489 | New |
| Holderness Investments Co | 498 | $307.2K | 0.05% | +498 | New |
| RiverPark Advisors, LLC | 499 | $307.8K | 0.14% | −209−29.5% | Reduced |
| American Money Management, LLC | 500 | $308.4K | 0.04% | +500 | New |
| Fiduciary Family Office, LLC | 500 | $308.8K | 0.08% | +500 | New |
| ProVise Management Group, LLC | 501 | $309.0K | 0.02% | +501 | New |
| Catalyst Financial Partners LLC | 501 | $309.0K | 0.03% | +501 | New |
| Northwest Wealth Management, LLC | 505 | $311.5K | 0.04% | +505 | New |
| Assetmark, Inc | 506 | $312.4K | 0.00% | +276+120.0% | Added |
| Gateway Wealth Partners, LLC | 511 | $315.2K | 0.02% | −466−47.7% | Reduced |
| Schubert & Co | 513 | $316.2K | 0.22% | +513 | New |
| Stonebridge Financial Group, LLC | 517 | $318.0K | 0.04% | +517 | New |
| Summit Financial, LLC | 523 | $322.6K | 0.00% | +523 | New |
| Confluence Wealth Services, Inc. | 525 | $323.7K | 0.01% | +16+3.1% | Added |
| Abundance Wealth Counselors | 531 | $327.5K | 0.02% | +531 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 533 | $328.8K | 0.02% | +533 | New |
| Arkadios Wealth Advisors | 534 | $329.6K | 0.01% | +534 | New |
| Fulton Bank, N.A. | 538 | $331.9K | 0.01% | +538 | New |
| Fieldview Capital Management, LLC | 541 | $333.7K | 0.10% | +541 | New |
| Harrell Investment Partners, LLC | 541 | $334.0K | 0.07% | 00.0% | Unchanged |
| Callan Family Office, LLC | 542 | $334.3K | 0.01% | +542 | New |
| We Are One Seven, LLC | 542 | $334.3K | 0.01% | +542 | New |
| Mainsail Asset Management, LLC | 601 | $335.2K | 0.13% | +601 | New |
| Greenleaf Trust | 550 | $339.3K | 0.00% | +11+2.0% | Added |
| Argent Capital Management LLC | 560 | $345.4K | 0.01% | +560 | New |
| AssuredPartners Investment Advisors, LLC | 562 | $346.7K | 0.03% | −147−20.7% | Reduced |
| MOR Wealth Management, LLC | 565 | $348.5K | 0.14% | +565 | New |
| STG Securities, LLC | 570 | $351.6K | 0.38% | +570 | New |
| Fred Alger Management, LLC | 575 | $354.7K | 0.00% | −493−46.2% | Reduced |
| AlphaGrep UK Ltd | 577 | $355.9K | 0.11% | +577 | New |
| WBI Investments | 585 | $360.9K | 0.09% | +585 | New |
| Frec Markets, Inc. | 585 | $360.9K | 0.03% | +585 | New |
| Retirement Guys Formula LLC | 586 | $361.6K | 0.14% | −28−4.6% | Reduced |
| DV Trading LLC | 589 | $363.3K | 0.03% | +589 | New |
| Archer Investment Corp | 591 | $364.6K | 0.07% | −85−12.6% | Reduced |
| Adviser Investments LLC | 592 | $365.0K | 0.00% | +592 | New |
| Sigma Planning Corp | 595 | $367.0K | 0.01% | −61−9.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 598 | $368.0K | 0.00% | −191−24.2% | Reduced |
| Discipline Wealth Solutions, LLC | 601 | $370.7K | 0.03% | +1+0.2% | Added |
| Wick Capital Partners, LLC | 603 | $372.0K | 0.06% | +603 | New |
| Emerald Advisers, LLC | 607 | $374.4K | 0.01% | −61,493−99.0% | Reduced |
| Aaron Wealth Advisors | 609 | $375.7K | 0.02% | +54+9.7% | Added |
| Van Hulzen Asset Management, LLC | 612 | $377.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 612 | $377.9K | 0.01% | +16+2.7% | Added |
| Citadel Advisors LLC | 614 | $378.7K | 0.00% | −29,854−98.0% | Reduced |
| Aries Wealth Management | 614 | $378.7K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 619 | $381.8K | 0.05% | +96+18.4% | Added |
| Quarry LP | 621 | $383.1K | 0.06% | +585+1,625.0% | Added |
| VisionPoint Advisory Group, LLC | 626 | $386.1K | 0.06% | −14−2.2% | Reduced |
| IFP Advisors, Inc | 638 | $393.5K | 0.01% | −80−11.1% | Reduced |
| Numerai GP LLC | 638 | $393.5K | 0.03% | +638 | New |
| MBL Wealth, LLC | 643 | $396.6K | 0.03% | +643 | New |
| Power Wealth Management LLC | 647 | $399.1K | 0.14% | +647 | New |
| W.H. Cornerstone Investments Inc. | 649 | $400.1K | 0.23% | +26+4.2% | Added |
| Prelude Capital Management, LLC | 657 | $405.3K | 0.03% | −244−27.1% | Reduced |
| American Trust | 668 | $412.0K | 0.03% | −50−7.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 670 | $413.3K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 675 | $416.4K | 0.00% | −82−10.8% | Reduced |
| Eastern Bank | 695 | $428.7K | 0.01% | +642+1,211.3% | Added |
| One Wealth Capital Management, LLC | 700 | $431.8K | 0.12% | +700 | New |
| Independent Advisor Alliance | 701 | $432.5K | 0.01% | −1−0.1% | Reduced |
| Geneos Wealth Management Inc. | 702 | $433.0K | 0.01% | +54+8.3% | Added |
| Optivise Advisory Services LLC | 705 | $435.0K | 0.22% | +705 | New |
| Cordatus Wealth Management LLC | 711 | $438.5K | 0.10% | +711 | New |
| Capstone Wealth Management, LLC | 719 | $443.5K | 0.21% | +719 | New |
| Wellspring Financial Advisors, LLC | 722 | $445.4K | 0.03% | +722 | New |
| Laird Norton Trust Company, LLC | 726 | $447.8K | 0.01% | +39+5.7% | Added |
| Michael S. Ryan, Inc. | 730 | $450.3K | 0.22% | 00.0% | Unchanged |
| VARCOV Co. | 737 | $454.6K | 0.17% | +737 | New |
| Smartleaf Asset Management LLC | 754 | $457.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 744 | $458.9K | 0.02% | +418+128.2% | Added |
| Picton Mahoney Asset Management | 758 | $467.6K | 0.00% | −363−32.4% | Reduced |
| Perryman Financial Advisory Inc | 758 | $467.6K | 0.06% | +758 | New |
| CoreCap Advisors, LLC | 759 | $468.2K | 0.01% | −37−4.6% | Reduced |
| Base Wealth Management LLC | 760 | $468.8K | 0.22% | 00.0% | Unchanged |
| Gallo Partners, LP | 780 | $481.1K | 1.07% | +780 | New |
| Sowell Financial Services LLC | 786 | $484.7K | 0.02% | +231+41.6% | Added |
| Verus Capital Partners, LLC | 787 | $485.5K | 0.03% | +31+4.1% | Added |
| Premier Fund Managers Ltd | 801 | $486.0K | 0.04% | −355−30.7% | Reduced |