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Carpenter Technology (CRS) Institutional Ownership

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$380.38 +3.13 (+0.83%)
Closing price 03:59 PM Eastern
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$382.07 +1.69 (+0.44%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carpenter Technology (NYSE:CRS)

Current
Institutional Ownership
Percentage
92.03%
Number of
Institutional Buyers
(last 12 months)
479
Total
Institutional Inflows
(last 12 months)
$8.69B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.61B
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CRS Institutional Buying and Selling by Quarter

Carpenter Technology Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026NorthCrest Asset Manangement LLC1,129$437K0.0%-51.1%0.002%
10/13/2026Avior Wealth Management LLC1,759$684K0.0%+30.4%0.004%
10/9/2026GK Wealth Management LLC254$99K0.1%N/A0.001%
10/8/2026Overbrook Management Corp33,568$13.05M2.1%-4.8%0.068%
10/8/2026Farther Finance Advisors LLC2,739$1.07M0.0%-9.9%0.006%
10/8/2026CoreCap Advisors LLC1,131$440K0.0%+49.0%0.002%
10/8/2026Apella Capital LLC2,391$935K0.0%+64.8%0.005%
10/8/2026Veracity Capital LLC2,477$963K0.3%-32.7%0.005%
10/7/2026Venture Visionary Partners LLC800$311K0.0%-23.8%0.002%
10/6/2026Congress Asset Management Co.82,280$31.99M0.2%+1.9%0.166%
10/6/2026Moody National Bank Trust Division6,545$2.55M0.2%-13.3%0.013%
10/5/2026Tompkins Financial Corp115$45K0.0%-98.3%0.000%
10/5/2026Bright Rock Capital Management LLC4,500$1.75M0.3%N/A0.009%
10/5/2026Argent Capital Management LLC739$287K0.0%+32.0%0.001%
10/5/2026Eastern Bank1,185$461K0.0%+70.5%0.002%
10/2/2026 Polaris Financial Partners668$258K0.1%N/A0.001%
9/23/2026QRG Capital Management Inc.489$302K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.341$210K0.0%N/A0.001%
9/15/2026SkyView Investment Advisors LLC400$247K0.2%N/A0.001%
9/9/2026Junto Capital Management LP33,043$20.38M0.4%-72.5%0.067%
9/9/2026Sequoia Financial Advisors LLC3,632$2.24M0.0%+36.4%0.007%
9/9/2026Tidal Investments LLC28,376$17.50M0.0%-8.9%0.057%
9/9/2026WINTON GROUP Ltd483$298K0.0%-79.5%0.001%
9/9/2026Engineers Gate Manager LP2,916$1.80M0.0%N/A0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC533$329K0.0%N/A0.001%
9/9/2026NorthRock Partners LLC3,039$1.88M0.0%-2.7%0.006%
9/9/2026Integrated Wealth Concepts LLC8,339$5.14M0.0%+23.6%0.017%
9/9/2026NewEdge Advisors LLC2,555$1.58M0.0%+89.0%0.005%
9/9/2026IFP Advisors Inc638$394K0.0%-11.1%0.001%
9/9/2026Baird Financial Group Inc.19,156$11.82M0.0%+1,020.9%0.039%
9/8/2026Allworth Financial LP8,640$5.33M0.0%+14.3%0.017%
9/8/2026Arizona State Retirement System13,057$8.05M0.0%-4.7%0.026%
9/8/2026West Family Investments Inc.863$532K0.1%N/A0.002%
9/8/2026Waverly Advisors LLC2,488$1.54M0.0%+93.9%0.005%
9/8/2026Nykredit A S1,618$998K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP6,858$4.23M0.0%+267.9%0.014%
8/27/2026Optimize Financial Inc.484$299K0.1%N/A0.001%
8/26/2026Amundi5,296$3.27M0.0%-20.2%0.011%
8/26/2026Wellington Grp LLC2,066$1.27M0.3%+36.5%0.004%
8/26/2026HighTower Advisors LLC19,086$11.77M0.0%+27.1%0.039%
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8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al12,482$7.70M0.0%N/A0.025%
8/23/2026Wedmont Private Capital513$297K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC3,278$2.02M0.0%+67.9%0.007%
8/22/2026AlphaGrep UK Ltd577$356K0.1%N/A0.001%
8/22/2026MOR Wealth Management LLC565$349K0.1%N/A0.001%
8/22/2026Investor s Fiduciary Advisor Network LLC418$257K0.1%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.12,237$7.46M0.0%+1,235.9%0.025%
8/22/2026Concurrent Investment Advisors LLC21,206$13.08M0.1%+287.2%0.043%
8/22/2026Power Wealth Management LLC647$399K0.1%N/A0.001%
8/21/2026Strengthening Families & Communities LLC13,531$8.35M1.9%+0.6%0.027%
8/21/2026Greenspring Advisors LLC439$271K0.0%N/A0.001%
8/21/2026Nykredit A S1,618$998K0.0%N/A0.003%
8/21/2026Bornite Capital Management LP90,220$55.65M7.0%-32.3%0.182%
8/21/2026Aubrey Capital Management Ltd3,360$2.07M1.3%N/A0.007%
8/21/2026Legacy Financial Advisors Inc.619$382K0.0%+18.4%0.001%
8/20/2026Proficio Capital Partners LLC1,497$924K0.0%N/A0.003%
8/20/2026Headlands Technologies LLC2,388$1.47M0.2%N/A0.005%
8/20/2026Susquehanna Fundamental Investments LLC3,968$2.45M0.0%N/A0.008%
8/20/2026Moore Capital Management LP6,523$4.02M0.1%-69.8%0.013%
8/20/2026Sigma Planning Corp595$367K0.0%-9.3%0.001%
8/20/2026Benjamin Edwards Inc.2,578$1.59M0.0%+62.4%0.005%
8/20/2026Cookson Peirce & Co. Inc.9,352$5.77M0.2%+11.5%0.019%
8/20/2026Northwestern Mutual Wealth Management Co.13,569$8.37M0.0%-6.2%0.027%
8/20/2026Penn Capital Management Company LLC1,047$646K0.0%-74.0%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC234,367$144.57M0.0%+5.2%0.473%
8/19/2026Van ECK Associates Corp53,096$32.75M0.0%+30.7%0.107%
8/19/2026Navellier & Associates Inc.52,573$32.43M2.6%+7.6%0.106%
8/19/2026Hsbc Holdings PLC4,198$2.57M0.0%-10.3%0.008%
8/19/2026Wellington Management Group LLP506,167$312.22M0.1%+82.2%1.021%
8/19/2026Lombard Odier Asset Management Europe Ltd15,583$9.61M0.0%N/A0.031%
8/19/2026Archer Investment Corp591$365K0.1%N/A0.001%
8/19/2026Kingsview Wealth Management LLC844$521K0.0%N/A0.002%
8/18/2026Beacon Pointe Advisors LLC1,502$926K0.0%N/A0.003%
8/18/2026Kimelman & Baird LLC100$62K0.0%N/A0.000%
8/18/2026Glenview Trust Co356$220K0.0%N/A0.001%
8/18/2026Empowered Funds LLC14,538$8.97M0.0%N/A0.029%
8/18/2026United Capital Financial Advisors LLC1,054$650K0.0%N/A0.002%
8/18/2026Dearborn Partners LLC3,550$2.19M0.1%N/A0.007%
8/18/2026Public Employees Retirement System of Ohio14,370$8.86M0.0%N/A0.029%
8/17/2026Capstone Investment Advisors LLC3,732$2.30M0.0%N/A0.008%
8/17/2026Proficio Capital Partners LLC1,497$924K0.0%N/A0.003%
8/17/2026Transamerica Financial Advisors LLC22,428$13.84M1.2%N/A0.045%
8/17/2026Corient Private Wealth LP4,949$3.05M0.0%N/A0.010%
8/17/2026Ausdal Financial Partners Inc.1,390$857K0.0%N/A0.003%
8/17/2026Bank of America Corp DE300,227$185.19M0.0%N/A0.606%
8/15/2026Advent International L.P.119,592$73.77M0.4%N/A0.241%
8/15/2026Man Group plc6,927$4.27M0.0%N/A0.014%
8/15/2026Jupiter Topco LLC21,188$13.06M0.0%N/A0.043%
8/15/2026Kinetic Partners Management LP31,000$19.12M0.5%N/A0.063%
8/14/2026Hsbc Holdings PLC4,198$2.57M0.0%N/A0.008%
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8/14/2026PDT Partners LLC5,832$3.60M0.2%N/A0.012%
8/14/2026Castleark Management LLC2,480$1.53M0.0%N/A0.005%
8/14/2026Nicholas Investment Partners LP43,653$26.93M1.5%N/A0.088%
8/14/2026Legal & General Group Plc76,891$47.43M0.0%N/A0.155%
8/14/2026The Manufacturers Life Insurance Company27,357$16.88M0.0%N/A0.055%
8/14/2026Van Hulzen Asset Management LLC612$378K0.0%N/A0.001%
8/14/2026SurgoCap Partners LP686,473$423.44M13.7%N/A1.382%
8/14/2026Paradigm Capital Management Inc. NY15,600$9.62M0.3%N/A0.031%
8/14/2026Dearborn Partners LLC3,550$1.40M0.1%N/A0.007%
8/14/2026Algert Global LLC52,451$32.35M0.4%+31.1%0.106%


CRS Institutional Ownership - Frequently Asked Questions

During the previous two years, 734 institutional investors and hedge funds held shares of Carpenter Technology. The most heavily invested institutionals were BlackRock Inc. ($3.83B), Vanguard Group Inc. ($1.42B), FMR LLC ($754.30M), Invesco Ltd. ($652.24M), State Street Corp ($638.82M), Egerton Capital UK LLP ($488.95M), and SurgoCap Partners LP ($423.44M).Learn more on Carpenter Technology's institutional investors.

92.03% of Carpenter Technology's stock is owned by institutional investors. Learn more on CRS's institutional investor holdings.

Of the 666 institutional investors that purchased Carpenter Technology's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.22M), FMR LLC ($2.09M), Egerton Capital UK LLP ($2.00M), SurgoCap Partners LP ($1.74M), Norges Bank ($1.39M), Invesco Ltd. ($1.26M), and William Blair Investment Management LLC ($820.30K).

Institutional investors have bought a total of 19,271,536 shares in the last 24 months. This purchase volume represents approximately $8.69B in transactions.

Of the 251 institutional investors that sold Carpenter Technology's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($633.21K), Egerton Capital UK LLP ($534.73K), Advent International L.P. ($438.60K), Morgan Stanley ($258.86K), Invesco Ltd. ($232.16K), Hawk Ridge Capital Management LP ($223.90K), and Vanguard Group Inc. ($152.14K).

Institutional investors have sold a total of 5,207,716 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.



Institutional ownership data for NYSE:CRS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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