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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 2,783 | $1.72M | 0.17% | −4−0.1% | Reduced |
| TrueWealth Advisors, LLC | 2,789 | $1.72M | 0.39% | +36+1.3% | Added |
| Pinnacle Financial Partners, Inc. | 2,854 | $1.76M | 0.01% | −537−15.8% | Reduced |
| Abn Amro Investment Solutions | 2,862 | $1.77M | 0.02% | +2,862 | New |
| PFG Advisors | 2,879 | $1.78M | 0.09% | +5+0.2% | Added |
| Fairvoy Private Wealth, LLC | 2,891 | $1.78M | 0.36% | +360+14.2% | Added |
| Engineers Gate Manager LP | 2,916 | $1.80M | 0.02% | +2,916 | New |
| US Bancorp | 2,971 | $1.83M | 0.00% | −1,269−29.9% | Reduced |
| Concentric Capital Strategies, LP | 2,977 | $1.84M | 0.11% | +2,181+274.0% | Added |
| Penobscot Investment Management Company, Inc. | 3,000 | $1.85M | 0.13% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,009 | $1.86M | 0.12% | −684−18.5% | Reduced |
| Hantz Financial Services, Inc. | 3,034 | $1.87M | 0.03% | +541+21.7% | Added |
| Farther Finance Advisors, LLC | 3,041 | $1.87M | 0.01% | +554+22.3% | Added |
| NorthRock Partners, LLC | 3,039 | $1.87M | 0.03% | −83−2.7% | Reduced |
| Krilogy Financial LLC | 3,056 | $1.89M | 0.06% | +1,985+185.3% | Added |
| M&T Bank Corp | 3,059 | $1.89M | 0.01% | −142−4.4% | Reduced |
| Wakefield Asset Management LLLP | 3,194 | $1.97M | 0.44% | +46+1.5% | Added |
| Bright Futures Wealth Management, LLC. | 3,237 | $2.00M | 1.29% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,241 | $2.00M | 0.07% | +282+9.5% | Added |
| Marshall Financial Group LLC | 3,272 | $2.02M | 0.29% | −981−23.1% | Reduced |
| HB Wealth Management, LLC | 3,278 | $2.02M | 0.01% | +1,326+67.9% | Added |
| Jones Road Capital Management, L.P. | 3,300 | $2.04M | 11.09% | −15,200−82.2% | Reduced |
| Securian Asset Management, Inc | 3,664 | $2.04M | 0.07% | −4−0.1% | Reduced |
| Storgate, LLC | 3,314 | $2.04M | 0.42% | −350−9.6% | Reduced |
| L & S Advisors Inc | 3,314 | $2.04M | 0.21% | −2,085−38.6% | Reduced |
| Aubrey Capital Management Ltd | 3,360 | $2.07M | 1.30% | +3,360 | New |
| Mission Wealth Management, LP | 3,377 | $2.08M | 0.03% | +1,311+63.5% | Added |
| SummitTX Capital, L.P. | 3,378 | $2.08M | 0.05% | −2,555−43.1% | Reduced |
| Harbor Capital Advisors, Inc. | 3,473 | $2.14M | 0.15% | −5,398−60.8% | Reduced |
| Vident Advisory, LLC | 3,487 | $2.15M | 0.02% | +932+36.5% | Added |
| Strategic Blueprint, LLC | 3,545 | $2.19M | 0.11% | +2,401+209.9% | Added |
| Dearborn Partners LLC | 3,550 | $2.19M | 0.12% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 3,556 | $2.19M | 1.09% | −1,304−26.8% | Reduced |
| Tribune Investment Group LP | 3,580 | $2.21M | 1.49% | −15,980−81.7% | Reduced |
| Pinnacle Wealth Management, LLC | 3,593 | $2.22M | 1.37% | +3,593 | New |
| Machina Capital S.A.S. | 3,599 | $2.22M | 0.35% | +3,599 | New |
| Oak Thistle LLC | 3,603 | $2.22M | 0.21% | +3,603 | New |
| Sequoia Financial Advisors, LLC | 3,632 | $2.24M | 0.01% | +969+36.4% | Added |
| Atom Investors LP | 3,634 | $2.24M | 0.20% | −1,436−28.3% | Reduced |
| Americana Partners, LLC | 3,642 | $2.25M | 0.05% | +3,642 | New |
| Veracity Capital LLC | 3,681 | $2.27M | 0.61% | +286+8.4% | Added |
| Capstone Investment Advisors, LLC | 3,732 | $2.30M | 0.02% | +3,732 | New |
| Private Advisor Group, LLC | 3,756 | $2.32M | 0.01% | −106−2.7% | Reduced |
| Park Avenue Securities LLC | 3,801 | $2.35M | 0.01% | +1,984+109.2% | Added |
| MAI Capital Management | 3,807 | $2.35M | 0.01% | +2,921+329.7% | Added |
| Oppenheimer & Co Inc | 3,866 | $2.38M | 0.03% | +59+1.5% | Added |
| Occudo Quantitative Strategies LP | 3,916 | $2.42M | 0.13% | +3,916 | New |
| Swiss Life Asset Management Ltd | 3,939 | $2.43M | 0.01% | −185−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,955 | $2.44M | 0.03% | −48−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,968 | $2.45M | 0.05% | +3,968 | New |
| Neuberger Berman Group LLC | 4,013 | $2.48M | 0.00% | +476+13.5% | Added |
| HSBC Holdings PLC | 4,198 | $2.57M | 0.00% | −483−10.3% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 4,166 | $2.57M | 0.43% | −1,077−20.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,272 | $2.57M | 0.05% | +2,580+152.5% | Added |
| Alps Advisors Inc | 4,218 | $2.60M | 0.01% | +2,845+207.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 4,308 | $2.66M | 0.03% | −4,128−48.9% | Reduced |
| Sivia Capital Partners, LLC | 4,315 | $2.66M | 0.32% | +2,662+161.0% | Added |
| Pathway Financial Advisers, LLC | 4,334 | $2.67M | 0.67% | +210+5.1% | Added |
| Boothbay Fund Management, LLC | 4,337 | $2.68M | 0.05% | −8,175−65.3% | Reduced |
| TLWM | 4,338 | $2.68M | 0.44% | −2,890−40.0% | Reduced |
| Nomura Holdings Inc | 4,348 | $2.68M | 0.01% | −1,208−21.7% | Reduced |
| Roman Butler Fullerton & Co | 4,740 | $2.69M | 0.64% | −565−10.7% | Reduced |
| Hanlon Investment Management, Inc. | 4,485 | $2.77M | 1.47% | −228−4.8% | Reduced |
| JustInvest LLC | 4,581 | $2.83M | 0.02% | +425+10.2% | Added |
| Penserra Capital Management LLC | 4,614 | $2.85M | 0.02% | +4,614 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,819 | $2.97M | 0.02% | +4,819 | New |
| Sanctuary Advisors, LLC | 4,828 | $2.98M | 0.01% | +1,331+38.1% | Added |
| Blair William & Co | 4,841 | $2.99M | 0.01% | +1,381+39.9% | Added |
| State of Alaska, Department of Revenue | 4,869 | $3.00M | 0.03% | −206−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,898 | $3.02M | 0.01% | −328−6.3% | Reduced |
| SRS Capital Advisors, Inc. | 4,940 | $3.05M | 0.02% | +4,632+1,503.9% | Added |
| Agp Franklin, LLC | 4,963 | $3.06M | 1.33% | −151−3.0% | Reduced |
| Brookstone Capital Management | 4,989 | $3.08M | 0.03% | −2,308−31.6% | Reduced |
| TD Asset Management Inc | 4,992 | $3.08M | 0.00% | +4,992 | New |
| Hennion & Walsh Asset Management, Inc. | 5,008 | $3.09M | 0.09% | +1,173+30.6% | Added |
| Buckingham Strategic Partners | 5,018 | $3.10M | 0.03% | +1,776+54.8% | Added |
| Vestmark Advisory Solutions, Inc. | 5,039 | $3.11M | 0.03% | −5,370−51.6% | Reduced |
| Verition Fund Management LLC | 5,114 | $3.15M | 0.02% | −2,286−30.9% | Reduced |
| Baader Bank INC | 5,200 | $3.21M | 0.26% | −28−0.5% | Reduced |
| Ingalls & Snyder LLC | 5,200 | $3.21M | 0.09% | +5,200 | New |
| Hanseatic Management Services Inc | 5,273 | $3.25M | 2.39% | +149+2.9% | Added |
| One Capital Management, LLC | 8,280 | $3.26M | 0.09% | 00.0% | Unchanged |
| Amundi | 5,296 | $3.27M | 0.00% | −1,343−20.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,316 | $3.28M | 0.07% | −22−0.4% | Reduced |
| Advisory Services Network, LLC | 5,322 | $3.28M | 0.04% | +62+1.2% | Added |
| SCS Capital Management LLC | 5,402 | $3.33M | 0.03% | +5,402 | New |
| IHT Wealth Management, LLC | 5,429 | $3.35M | 0.07% | −8−0.1% | Reduced |
| Allstate Corp | 5,431 | $3.35M | 0.03% | +81+1.5% | Added |
| Chesapeake Capital Corp | 5,455 | $3.36M | 1.82% | +133+2.5% | Added |
| Truist Financial Corp | 5,488 | $3.39M | 0.00% | −1,323−19.4% | Reduced |
| Brighton Jones LLC | 5,511 | $3.40M | 0.06% | +2,895+110.7% | Added |
| Teacher Retirement System of Texas | 5,691 | $3.51M | 0.01% | +242+4.4% | Added |
| Evergreen Capital Management LLC | 5,766 | $3.56M | 0.06% | −26−0.4% | Reduced |
| Pier Capital, LLC | 5,789 | $3.57M | 0.47% | +1,371+31.0% | Added |
| LMR Partners LLP | 5,823 | $3.59M | 0.03% | +5,823 | New |
| PDT Partners, LLC | 5,832 | $3.60M | 0.19% | −708−10.8% | Reduced |
| Financial Engines Advisors L.L.C. | 5,862 | $3.62M | 0.01% | −1,937−24.8% | Reduced |
| SG Americas Securities, LLC | 5,872 | $3.62M | 0.00% | −16,341−73.6% | Reduced |
| Ethic Inc. | 5,888 | $3.63M | 0.05% | +460+8.5% | Added |
| Fiduciary Alliance LLC | 5,903 | $3.64M | 0.25% | +16+0.3% | Added |