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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-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.

831
Institutional holders
45M
Shares held (tracked funds)
91.7%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added6,216,560$3.8B14.9%2026-Q2
FMR LLC trimmed4,184,698$2.6B10.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,161,324$1.3B5.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added2,113,945$1.3B5.1%2026-Q2
STATE STREET CORP trimmed1,907,172$1.2B4.6%2026-Q2
Invesco Ltd. trimmed1,579,110$974M3.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,459,426$900M3.5%2026-Q2
JENNISON ASSOCIATES LLC added1,192,686$736M2.9%2026-Q2
JPMORGAN CHASE & CO added1,183,109$720M2.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed1,005,377$620M2.4%2026-Q2
LONE PINE CAPITAL LLC trimmed962,839$594M2.3%2026-Q2
SANDS CAPITAL MANAGEMENT, LLC trimmed786,150$485M1.9%2026-Q2
GOLDMAN SACHS GROUP INC added745,021$460M1.8%2026-Q2
SurgoCap Partners LP trimmed686,473$423M1.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added608,722$375M1.5%2026-Q2
NORGES BANK trimmed513,898$317M1.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added506,167$312M1.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added462,590$182M0.7%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added449,556$277M1.1%2026-Q2
NORTHERN TRUST CORP added437,607$270M1.0%2026-Q2
Allspring Global Investments Holdings, LLC trimmed424,827$259M1.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed421,977$260M1.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added398,128$246M1.0%2026-Q2
MORGAN STANLEY added389,421$240M0.9%2026-Q2
Bank of New York Mellon Corp trimmed374,898$231M0.9%2026-Q2
JANE STREET GROUP, LLC added356,156$220M0.9%2026-Q2
UBS Group AG trimmed341,464$211M0.8%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed332,607$205M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added318,731$197M0.8%2026-Q2
Holocene Advisors, LP trimmed314,483$194M0.8%2026-Q2
WESTFIELD CAPITAL MANAGEMENT CO LP new314,082$194M0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed313,511$193M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed300,227$185M0.7%2026-Q2
TimesSquare Capital Management, LLC trimmed291,622$180M0.7%2026-Q2
Qube Research & Technologies Ltd added287,758$178M0.7%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new258,363$159M0.6%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC trimmed249,050$151M0.6%2026-Q2
Fisher Asset Management, LLC trimmed236,798$146M0.6%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed236,016$146M0.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added234,367$145M0.6%2026-Q2
Driehaus Capital Management LLC trimmed227,203$140M0.5%2026-Q2
FRANKLIN RESOURCES INC trimmed225,829$139M0.5%2026-Q2
Third Point LLC trimmed215,000$133M0.5%2026-Q2
Capital World Investors new212,183$131M0.5%2026-Q2
Nuveen, LLC trimmed189,082$117M0.5%2026-Q2
LPL Financial LLC added186,104$115M0.4%2026-Q2
SAMLYN CAPITAL, LLC trimmed183,069$113M0.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed175,990$109M0.4%2026-Q2
XN LP trimmed171,170$106M0.4%2026-Q2
Forest Avenue Capital Management LP trimmed164,219$101M0.4%2026-Q2
D. E. Shaw & Co., Inc. added161,172$99M0.4%2026-Q2
BOWEN HANES & CO INC160,000$63M0.2%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added154,675$95M0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP added146,056$90M0.4%2026-Q2
RHUMBLINE ADVISERS added144,379$89M0.3%2026-Q2
PNC Financial Services Group, Inc. added144,275$89M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added126,812$78M0.3%2026-Q2
Square Wave Capital, LLC added123,800$76M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed122,460$76M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added122,091$75M0.3%2026-Q2
Advent International, L.P. trimmed119,592$74M0.3%2026-Q2
1832 Asset Management L.P. added114,509$71M0.3%2026-Q2
NATIXIS added112,699$70M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added112,274$69M0.3%2026-Q2
HAWK RIDGE CAPITAL MANAGEMENT LP trimmed107,138$66M0.3%2026-Q2
Gotham Asset Management, LLC added104,168$64M0.2%2026-Q2
AVIVA PLC new104,162$64M0.2%2026-Q2
California Public Employees Retirement System added103,306$64M0.2%2026-Q2
Granahan Investment Management, LLC trimmed96,981$60M0.2%2026-Q2
Swiss National Bank trimmed95,820$59M0.2%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ trimmed93,273$58M0.2%2026-Q2
Bornite Capital Management LP trimmed90,220$56M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed90,007$56M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added89,362$55M0.2%2026-Q2
CONGRESS ASSET MANAGEMENT CO trimmed80,779$50M0.2%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed80,488$50M0.2%2026-Q2
BARCLAYS PLC trimmed79,661$49M0.2%2026-Q2
Legal & General Group Plc trimmed76,891$47M0.2%2026-Q2
FIRST TRUST ADVISORS LP added76,415$47M0.2%2026-Q2
Mariner, LLC added73,424$45M0.2%2026-Q2
Russell Investments Group, Ltd. added71,264$44M0.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed69,216$42M0.2%2026-Q2
Retirement Systems of Alabama trimmed67,571$42M0.2%2026-Q2
IEQ CAPITAL, LLC added67,258$41M0.2%2026-Q2
Tyro Capital Management LLC trimmed65,197$40M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added64,917$40M0.2%2026-Q2
SEI INVESTMENTS CO trimmed64,348$40M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added57,722$36M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed54,945$34M0.1%2026-Q2
Night Owl Capital Management, LLC added53,214$33M0.1%2026-Q2
VAN ECK ASSOCIATES CORP added53,096$33M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed52,887$33M0.1%2026-Q2
CAPITAL FUND MANAGEMENT S.A. trimmed52,674$32M0.1%2026-Q2
NAVELLIER & ASSOCIATES INC added52,573$32M0.1%2026-Q2
ALGERT GLOBAL LLC added52,451$32M0.1%2026-Q2
Jump Financial, LLC added51,602$32M0.1%2026-Q2
Curi Capital, LLC trimmed51,355$32M0.1%2026-Q2
Bridgewater Associates, LP added48,856$30M0.1%2026-Q2
Creative Planning added45,657$28M0.1%2026-Q2
Nicholas Investment Partners, LP added43,653$27M0.1%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.

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