Institutional Ownership Carpenter Technology Corp (CRS)
This table provides information about the institutional ownership of Carpenter Technology Corp (CRS). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
37
shares
|
$9,520
0.0% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$9,263
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
35
shares
|
$9,005
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$8,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
31
shares
|
$7,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
28
shares
|
$7,204
0.0% of portfolio
|
Q2 2025
Added 833.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$5,660
0.0% of portfolio
|
Q2 2025
Reduced 68.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
22
shares
|
$5,660
0.0% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$5,660
0.0% of portfolio
|
Q2 2025
Added 69.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
17
shares
|
$4,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16
shares
|
$4,116
0.0% of portfolio
|
Q2 2025
Added 433.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
14
shares
|
$3,602
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13
shares
|
$3,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,345
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
13
shares
|
$3,345
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
12
shares
|
$3,087
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10
shares
|
$2,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$2,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
9
shares
|
$2,315
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8
shares
|
$2,058
0.0% of portfolio
|
Q2 2025
Reduced 99.44%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
8
shares
|
$2,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$1,801
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$1,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,286
0.0% of portfolio
|
Q2 2025
Added 150.0%
|