# CARPENTER TECHNOLOGY CORP (CRS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CRS/

- Reporting holders: 30
- Reported value: $61.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $32.0M | 82,280 | 0.2% | 3 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $13.1M | 33,568 | 2.0% | 3 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.5M | 6,545 | 0.2% | 10 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $1.7M | 4,500 | 0.3% | 1 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $1.7M | 4,344 | 0.3% | 23 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $1.6M | 4,233 | 0.3% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 3,241 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 2,739 | 0.0% | 16 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $962.9K | 2,477 | 0.3% | 14 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $941.8K | 2,422 | 0.2% | 6 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $935.5K | 2,391 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $460.8K | 1,185 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $439.8K | 1,131 | 0.0% | 9 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $373.3K | 960 | 0.0% | 5 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $311.1K | 800 | 0.0% | 2 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $289.7K | 745 | 0.1% | 4 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $287.3K | 739 | 0.0% | 2 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $260.5K | 670 | 0.0% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $239.1K | 615 | 0.0% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $203.6K | 526 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $167.6K | 431 | 0.0% | 25 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $98.8K | 254 | 0.1% | 1 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $44.7K | 115 | 0.0% | 15 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $43.5K | 112 | 0.0% | 32 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $10.5K | 27 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $61.1M |
| Q2 2026 | 884 | $30.9B |
| Q1 2026 | 701 | $19.1B |
| Q4 2025 | 630 | $15.8B |
| Q3 2025 | 584 | $12.3B |
| Q2 2025 | 579 | $14.1B |
| Q1 2025 | 486 | $9.5B |
| Q4 2024 | 464 | $8.4B |
| Q3 2024 | 418 | $7.9B |
| Q2 2024 | 370 | $5.3B |
| Q1 2024 | 297 | $3.4B |
| Q4 2023 | 306 | $3.3B |