CRS · Company research
Carpenter Technology Corp (CRS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableBasic Materials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115 | 44714000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 355 | 218978 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1444882 | 891260964 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 6168 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 891 | 549604 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144379 | 89058676 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3955 | 2439602 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 533 | 328776 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 9259 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27357 | 16874892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3400 | 2097 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419 | 258 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13926 | 8590190 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 14804 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 331 | 204175 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 617 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MBL Wealth, LLC | 1845785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 643 | 396629 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 577 | 355917 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2495 | 1539016 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676 | 416984 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11177 | 6894421 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 39478 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2783 | 1716666 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372 | 229464 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 26525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LORD, ABBETT & CO. LLC | 728100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 439596 | 271160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5862 | 3615992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FAMILY WEALTH PARTNERS, LLC | 2016217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 489 | 301635 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 479 | 295466 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 439 | 270819 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35230 | 21731273 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474 | 292541 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1960 | 1209006 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 595 | 367034 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2161324 | 1333191096 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Investment Research Partners LLC | 2069274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 482 | 297317 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SHELTON WEALTH MANAGEMENT, LLC | 1903883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2267 | 1398376 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25795 | 15911388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Park Edge Advisors, LLC | 1965659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1486 | 916624 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1727 | 1065330 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 2467 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 254508 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050 | 647682 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 38245 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1150 | 709366 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1851 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186104 | 114796346 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154 | 94993 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3736606 | 2304888045 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1855 | 1144 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15456 | 9533898 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1719 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 684692 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6269 | 3866970 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39988 | 24666198 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6409 | 3953328 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Quantum Financial Advisors, LLC | 1929139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368 | 226997 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41920 | 25857932 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2375 | 1465432 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 586 | 361353 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RiverPark Advisors, LLC | 1484256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 499 | 307803 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 3085 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| AE Wealth Management LLC | 1697723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 26524 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ICON ADVISERS INC/CO | 1058470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13000 | 8018920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIDELIS CAPITAL PARTNERS, LLC | 1962755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 358 | 220829 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SANDS CAPITAL MANAGEMENT, LLC | 1020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 786150 | 484928766 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Morse Asset Management, Inc | 1705711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1307 | 806210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318 | 196402 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Marathon Mission, Inc. | 1987261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 450293 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1044 | 643981 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3343059 | 2062132229 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8640 | 5329467 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Avior Wealth Management, LLC | 1599868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1349 | 832117 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 759 | 468182 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18447 | 11378848 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23565 | 14536 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9723 | 5997535 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 417 | 257222 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 75254 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1661 | 1024571 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.