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Institutional Ownership · SEC Form 13F

Who owns Carpenter Technology (CRS)


Which tracked institutional funds hold CRS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

697
Institutional holders
47M
Shares held (tracked funds)
94.7%
Of shares outstanding

How the tape is positioned

319 tracked funds added or opened CRS while 109 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CRS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CRS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CRS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 697 tracked filers holding CRS, 404 increased or opened the position and 292 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CRS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 69

  • VANGUARD CAPITAL MANAGEMENT LLC$849M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$811M
  • JENNISON ASSOCIATES LLC$317M
  • VANGUARD FIDUCIARY TRUST CO$122M
  • XN LP$74M
  • SAMLYN CAPITAL, LLC$73M

Full exits 41

  • VANGUARD GROUP INC$1.4B
  • Palestra Capital Management LLC$116M
  • RENAISSANCE TECHNOLOGIES LLC$25M
  • Blackstone Inc.$23M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14M
  • TWO SIGMA ADVISERS, LP$13M

Largest adds

  • FMR LLC$508M
  • LONE PINE CAPITAL LLC$303M
  • BlackRock, Inc.$301M
  • AQR CAPITAL MANAGEMENT LLC$176M
  • STATE STREET CORP$153M
  • LORD, ABBETT & CO. LLC$132M

Largest trims

  • PointState Capital LP$188M
  • Third Point LLC$125M
  • BARCLAYS PLC$107M
  • TWO SIGMA INVESTMENTS, LP$100M
  • Qube Research & Technologies Ltd$94M
  • NORGES BANK$82M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added6,216,560$3.8B16.1%2026-Q2
FMR LLC trimmed4,184,698$2.6B10.8%2026-Q2
STATE STREET CORP trimmed1,907,172$1.2B4.9%2026-Q2
Invesco Ltd. trimmed1,579,110$974M4.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,459,426$900M3.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new2,154,172$849M3.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,056,688$811M3.4%2026-Q1
LONE PINE CAPITAL LLC trimmed962,839$594M2.5%2026-Q2
Egerton Capital (UK) LLP trimmed1,330,920$525M2.2%2026-Q1
SANDS CAPITAL MANAGEMENT, LLC trimmed786,150$485M2.0%2026-Q2
SurgoCap Partners LP added1,196,901$472M2.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,092,166$431M1.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added608,722$375M1.6%2026-Q2
JENNISON ASSOCIATES LLC new805,306$317M1.3%2026-Q1
NORGES BANK trimmed513,898$317M1.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added506,167$312M1.3%2026-Q2
Holocene Advisors, LP added548,885$216M0.9%2026-Q1
UBS Group AG trimmed538,916$212M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added520,392$205M0.9%2026-Q1
LORD, ABBETT & CO. LLC added480,172$189M0.8%2026-Q1
Allspring Global Investments Holdings, LLC trimmed463,109$187M0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed456,701$180M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed441,821$174M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added425,755$168M0.7%2026-Q1
NORTHERN TRUST CORP added425,284$168M0.7%2026-Q1
FRANKLIN RESOURCES INC added424,381$167M0.7%2026-Q1
Bank of New York Mellon Corp trimmed399,704$158M0.7%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed249,050$151M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed396,750$151M0.6%2026-Q1
JPMORGAN CHASE & CO added404,094$150M0.6%2026-Q1
Forest Avenue Capital Management LP trimmed375,012$148M0.6%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added366,576$144M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed352,823$139M0.6%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed350,896$138M0.6%2026-Q1
MORGAN STANLEY trimmed349,792$138M0.6%2026-Q1
Third Point LLC trimmed215,000$133M0.6%2026-Q2
Capital World Investors new212,183$131M0.5%2026-Q2
Driehaus Capital Management LLC trimmed315,457$124M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new308,267$122M0.5%2026-Q1
TimesSquare Capital Management, LLC trimmed293,279$116M0.5%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added279,512$110M0.5%2026-Q1
D. E. Shaw & Co., Inc. added161,172$99M0.4%2026-Q2
Point72 Asset Management, L.P. trimmed250,173$99M0.4%2026-Q1
Fisher Asset Management, LLC trimmed247,827$98M0.4%2026-Q1
BARCLAYS PLC trimmed244,853$97M0.4%2026-Q1
Granahan Investment Management, LLC trimmed239,469$94M0.4%2026-Q1
Advent International, L.P. trimmed236,729$93M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added146,056$90M0.4%2026-Q2
Nuveen, LLC added226,284$89M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added222,712$88M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed192,478$76M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added122,091$75M0.3%2026-Q2
XN LP new188,797$74M0.3%2026-Q1
SAMLYN CAPITAL, LLC new185,338$73M0.3%2026-Q1
TOMS Capital Investment Management LP trimmed176,000$69M0.3%2026-Q1
LPL Financial LLC added174,523$69M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed161,131$64M0.3%2026-Q1
BOWEN HANES & CO INC160,000$63M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed148,567$59M0.2%2026-Q1
RHUMBLINE ADVISERS added140,080$55M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added138,876$55M0.2%2026-Q1
Tyro Capital Management LLC added135,004$53M0.2%2026-Q1
Bornite Capital Management LP trimmed133,200$53M0.2%2026-Q1
Junto Capital Management LP added120,357$47M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added111,289$44M0.2%2026-Q1
HAWK RIDGE CAPITAL MANAGEMENT LP trimmed109,052$43M0.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added103,221$41M0.2%2026-Q1
California Public Employees Retirement System added100,658$40M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added99,935$39M0.2%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed99,134$39M0.2%2026-Q1
Swiss National Bank added98,500$39M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added121,641$38M0.2%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added94,433$37M0.2%2026-Q1
Alyeska Investment Group, L.P. trimmed90,127$36M0.1%2026-Q1
SEI INVESTMENTS CO added89,835$35M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added94,971$35M0.1%2026-Q1
Gotham Asset Management, LLC trimmed85,588$34M0.1%2026-Q1
CONGRESS ASSET MANAGEMENT CO new82,938$33M0.1%2026-Q1
1832 Asset Management L.P. added80,613$32M0.1%2026-Q1
Legal & General Group Plc trimmed78,928$31M0.1%2026-Q1
Retirement Systems of Alabama added77,245$30M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added77,166$30M0.1%2026-Q1
Bridgewater Associates, LP added48,856$30M0.1%2026-Q2
GW&K Investment Management, LLC trimmed75,418$30M0.1%2026-Q1
Kinetic Partners Management, LP trimmed71,800$28M0.1%2026-Q1
Russell Investments Group, Ltd. added67,971$27M0.1%2026-Q1
Oribel Capital Management, LP new66,700$26M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed65,097$26M0.1%2026-Q1
Brevan Howard Capital Management LP added41,535$26M0.1%2026-Q2
VANGUARD GROUP INC trimmed4,505,344$1.4B5.9%2025-Q4 stale
Castle Hook Partners LP new1,034,097$286M1.2%2025-Q2 stale
Aspex Management (HK) Ltd new554,758$136M0.6%2025-Q3 stale
D1 Capital Partners L.P. trimmed505,329$124M0.5%2025-Q3 stale
Palestra Capital Management LLC new367,701$116M0.5%2025-Q4 stale
Avala Global LP269,664$66M0.3%2025-Q3 stale
Blue Grotto Capital, LLC added229,025$56M0.2%2025-Q3 stale
Duquesne Family Office LLC added220,035$54M0.2%2025-Q3 stale
Bayberry Capital Partners LP added254,000$46M0.2%2025-Q1 stale
MAPLELANE CAPITAL, LLC trimmed184,000$45M0.2%2025-Q3 stale
Wolf Hill Capital Management, LP added161,788$40M0.2%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership