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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CRS is one-sided between 2026-Q1 and 2026-Q2: 467 added or opened and 104 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 831 tracked filers holding CRS, 523 increased or opened the position and 332 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 77
- WESTFIELD CAPITAL MANAGEMENT CO LP$194M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$159M
- Capital World Investors$131M
- NATIXIS$70M
- AVIVA PLC$64M
- TUDOR INVESTMENT CORP ET AL$23M
Full exits 56
- Egerton Capital (UK) LLP$525M
- LORD, ABBETT & CO. LLC$189M
- Point72 Asset Management, L.P.$99M
- TOMS Capital Investment Management LP$69M
- Alyeska Investment Group, L.P.$36M
- GW&K Investment Management, LLC$30M
Largest adds
- BlackRock, Inc.$1.9B
- FMR LLC$876M
- AQR CAPITAL MANAGEMENT LLC$616M
- JPMORGAN CHASE & CO$570M
- VANGUARD PORTFOLIO MANAGEMENT LLC$493M
- VANGUARD CAPITAL MANAGEMENT LLC$484M
Largest trims
- LONE PINE CAPITAL LLC$123M
- AMERIPRISE FINANCIAL INC$65M
- AMERICAN CENTURY COMPANIES INC$64M
- SurgoCap Partners LP$48M
- BARCLAYS PLC$47M
- Forest Avenue Capital Management LP$47M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,216,560 | $3.8B | 14.9% | 2026-Q2 |
| FMR LLC trimmed | 4,184,698 | $2.6B | 10.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,161,324 | $1.3B | 5.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,113,945 | $1.3B | 5.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,907,172 | $1.2B | 4.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,579,110 | $974M | 3.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,459,426 | $900M | 3.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 1,192,686 | $736M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,183,109 | $720M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,005,377 | $620M | 2.4% | 2026-Q2 |
| LONE PINE CAPITAL LLC trimmed | 962,839 | $594M | 2.3% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 786,150 | $485M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 745,021 | $460M | 1.8% | 2026-Q2 |
| SurgoCap Partners LP trimmed | 686,473 | $423M | 1.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 608,722 | $375M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 513,898 | $317M | 1.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 506,167 | $312M | 1.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 462,590 | $182M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 449,556 | $277M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 437,607 | $270M | 1.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 424,827 | $259M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 421,977 | $260M | 1.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 398,128 | $246M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 389,421 | $240M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 374,898 | $231M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 356,156 | $220M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 341,464 | $211M | 0.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 332,607 | $205M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 318,731 | $197M | 0.8% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 314,483 | $194M | 0.8% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 314,082 | $194M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 313,511 | $193M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 300,227 | $185M | 0.7% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 291,622 | $180M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 287,758 | $178M | 0.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 258,363 | $159M | 0.6% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 249,050 | $151M | 0.6% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 236,798 | $146M | 0.6% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 236,016 | $146M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 234,367 | $145M | 0.6% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 227,203 | $140M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 225,829 | $139M | 0.5% | 2026-Q2 |
| Third Point LLC trimmed | 215,000 | $133M | 0.5% | 2026-Q2 |
| Capital World Investors new | 212,183 | $131M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 189,082 | $117M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 186,104 | $115M | 0.4% | 2026-Q2 |
| SAMLYN CAPITAL, LLC trimmed | 183,069 | $113M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 175,990 | $109M | 0.4% | 2026-Q2 |
| XN LP trimmed | 171,170 | $106M | 0.4% | 2026-Q2 |
| Forest Avenue Capital Management LP trimmed | 164,219 | $101M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 161,172 | $99M | 0.4% | 2026-Q2 |
| BOWEN HANES & CO INC | 160,000 | $63M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 154,675 | $95M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 146,056 | $90M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 144,379 | $89M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 144,275 | $89M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 126,812 | $78M | 0.3% | 2026-Q2 |
| Square Wave Capital, LLC added | 123,800 | $76M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 122,460 | $76M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 122,091 | $75M | 0.3% | 2026-Q2 |
| Advent International, L.P. trimmed | 119,592 | $74M | 0.3% | 2026-Q2 |
| 1832 Asset Management L.P. added | 114,509 | $71M | 0.3% | 2026-Q2 |
| NATIXIS added | 112,699 | $70M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 112,274 | $69M | 0.3% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 107,138 | $66M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 104,168 | $64M | 0.2% | 2026-Q2 |
| AVIVA PLC new | 104,162 | $64M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 103,306 | $64M | 0.2% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 96,981 | $60M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 95,820 | $59M | 0.2% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 93,273 | $58M | 0.2% | 2026-Q2 |
| Bornite Capital Management LP trimmed | 90,220 | $56M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 90,007 | $56M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 89,362 | $55M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 80,779 | $50M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 80,488 | $50M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 79,661 | $49M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 76,891 | $47M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 76,415 | $47M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 73,424 | $45M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 71,264 | $44M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 69,216 | $42M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 67,571 | $42M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 67,258 | $41M | 0.2% | 2026-Q2 |
| Tyro Capital Management LLC trimmed | 65,197 | $40M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 64,917 | $40M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 64,348 | $40M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 57,722 | $36M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 54,945 | $34M | 0.1% | 2026-Q2 |
| Night Owl Capital Management, LLC added | 53,214 | $33M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 53,096 | $33M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 52,887 | $33M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 52,674 | $32M | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 52,573 | $32M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 52,451 | $32M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 51,602 | $32M | 0.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 51,355 | $32M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 48,856 | $30M | 0.1% | 2026-Q2 |
| Creative Planning added | 45,657 | $28M | 0.1% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 43,653 | $27M | 0.1% | 2026-Q2 |
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.
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.