CARPENTER TECHNOLOGY CORP (CRS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $32.0M | 82,280 | 0.21% | 3q | +1.9%+$583.6K |
| Overbrook Management Corp | $13.1M | 33,568 | 2.03% | 3q | -4.8%-$655.6K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 6,545 | 0.21% | 10q | -13.3%-$388.8K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $1.7M | 4,500 | 0.33% | new | NEW |
| TLWM | $1.7M | 4,344 | 0.27% | 23q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $1.6M | 4,233 | 0.27% | 5q | +1.6%+$26.1K |
| GAMMA Investing LLC | $1.3M | 3,241 | 0.04% | 12q | HELD |
| Farther Finance Advisors, LLC | $1.1M | 2,739 | 0.01% | 16q | -9.9%-$117.4K |
| Veracity Capital LLC | $962.9K | 2,477 | 0.26% | 14q | -32.7%-$468.1K |
| TrueWealth Advisors, LLC | $941.8K | 2,422 | 0.21% | 6q | -13.2%-$142.7K |
| Apella Capital, LLC | $935.5K | 2,391 | 0.01% | 2q | +64.8%+$367.8K |
| EASTERN BANK | $460.8K | 1,185 | 0.01% | 4q | +70.5%+$190.5K |
| CoreCap Advisors, LLC | $439.8K | 1,131 | 0.01% | 9q | +49.0%+$144.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $373.3K | 960 | 0.03% | 5q | HELD |
| Venture Visionary Partners LLC | $311.1K | 800 | 0.01% | 2q | -23.8%-$97.2K |
| Marathon Mission, Inc. | $289.7K | 745 | 0.15% | 4q | +2.1%+$5.8K |
| ARGENT CAPITAL MANAGEMENT LLC | $287.3K | 739 | 0.01% | 2q | +32.0%+$69.6K |
| Graves Light Lenhart Wealth, Inc. | $260.5K | 670 | 0.02% | 4q | HELD |
| Balefire, LLC | $239.1K | 615 | 0.04% | 3q | -1.8%-$4.3K |
| Wedmont Private Capital | $203.6K | 526 | 0.00% | 2q | +2.5%+$5.0K |
| Versant Capital Management, Inc | $167.6K | 431 | 0.01% | 25q | +3.4%+$5.4K |
| GK Wealth Management LLC | $98.8K | 254 | 0.06% | new | NEW |
| TOMPKINS FINANCIAL CORP | $44.7K | 115 | 0.00% | 15q | -98.3%-$2.6M |
| MassMutual Private Wealth & Trust, FSB | $43.5K | 112 | 0.00% | 32q | -8.2%-$3.9K |
| ELEVATION WEALTH PARTNERS, LLC | $10.5K | 27 | 0.00% | 2q | +440.0%+$8.6K |
| Marquette Asset Management, LLC | $2.7K | 7 | 0.00% | 5q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.9K | 5 | 0.00% | 6q | -94.0%-$30.7K |
| Retirement Wealth Solutions LLC | $1.9K | 5 | 0.00% | new | NEW |
| Trust Co | $778 | 2 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $778 | 2 | 0.00% | 2q | HELD |
| Polaris Financial Partners | $258 | 668 | 0.12% | new | FIRST |
| CX Institutional | $2 | 4 | 0.00% | 3q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-05 | AKINS MARSHALL D | VP and Chief Comm Officer | Sold | 11,815 | $5.2M ×8 |
| 2026-09-04 | KAROL STEVEN E | Director | Sold | 3,275 | $1.6M |
| 2026-06-01 | KAROL STEVEN E | Director | Sold | 2,000 | $975.5K |
| 2026-05-04 | HART ANASTASIOS JOHN | Director | Sold | 750 | $317.9K |
| 2026-08-21 | Younessi Ramin | Director | Sold | 438 | $216.0K |
| 2026-05-28 | HART ANASTASIOS JOHN | Director | Sold | 250 | $115.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $61.1M | 157,071 | 3 | 10 | 10 | 0.0% |
| Q2 2026 | 884 | $30.9B | 49,253,506 | 232 | 308 | 240 | 2.4% |
| Q1 2026 | 701 | $19.1B | 47,920,004 | 147 | 243 | 207 | 1.2% |
| Q4 2025 | 630 | $15.8B | 48,873,209 | 100 | 189 | 213 | 2.3% |
| Q3 2025 | 584 | $12.3B | 48,885,138 | 88 | 217 | 179 | 2.6% |
| Q2 2025 | 579 | $14.1B | 49,242,790 | 145 | 164 | 179 | 3.7% |
| Q1 2025 | 486 | $9.5B | 50,195,994 | 79 | 151 | 163 | 3.7% |
| Q4 2024 | 464 | $8.4B | 47,043,383 | 88 | 148 | 147 | 4.4% |
| Q3 2024 | 418 | $7.9B | 47,405,962 | 89 | 123 | 148 | 3.8% |
| Q2 2024 | 370 | $5.3B | 46,948,233 | 102 | 100 | 119 | 3.5% |
| Q1 2024 | 297 | $3.4B | 47,170,879 | 44 | 92 | 115 | 0.6% |
| Q4 2023 | 306 | $3.3B | 46,524,295 | 51 | 93 | 105 | 1.1% |
| Q3 2023 | 281 | $3.1B | 45,770,634 | 55 | 76 | 106 | 1.1% |
| Q2 2023 | 249 | $2.6B | 45,458,404 | 47 | 67 | 89 | 0.2% |
| Q1 2023 | 221 | $2.1B | 46,486,608 | 30 | 68 | 84 | 0.2% |
| Q4 2022 | 210 | $1.7B | 45,130,368 | 33 | 60 | 72 | 0.1% |
| Q3 2022 | 189 | $1.4B | 45,173,364 | 22 | 56 | 64 | 0.3% |
| Q2 2022 | 188 | $1.3B | 45,498,678 | 23 | 44 | 73 | 0.3% |
| Q1 2022 | 198 | $2.0B | 46,770,082 | 31 | 66 | 64 | 0.2% |
| Q4 2021 | 196 | $1.3B | 43,839,965 | 15 | 60 | 78 | 0.5% |
| Q3 2021 | 187 | $1.4B | 43,856,820 | 17 | 57 | 69 | 0.5% |
| Q2 2021 | 189 | $1.8B | 44,461,419 | 14 | 64 | 67 | 0.6% |
| Q1 2021 | 209 | $1.8B | 43,800,084 | 46 | 43 | 83 | 0.5% |
| Q4 2020 | 196 | $1.3B | 43,352,712 | 24 | 64 | 70 | 0.8% |
| Q3 2020 | 194 | $768.0M | 42,135,144 | 28 | 72 | 62 | 0.3% |
| Q2 2020 | 200 | $1.0B | 42,216,123 | 41 | 70 | 54 | 0.6% |
| Q1 2020 | 185 | $855.6M | 43,745,651 | 30 | 68 | 61 | 0.3% |
| Q4 2019 | 222 | $2.2B | 44,667,614 | 24 | 68 | 78 | 0.3% |
| Q3 2019 | 224 | $2.3B | 44,556,205 | 21 | 82 | 72 | 0.2% |
| Q2 2019 | 225 | $2.1B | 44,632,891 | 29 | 69 | 76 | 0.2% |
| Q1 2019 | 231 | $2.0B | 44,415,130 | 35 | 77 | 61 | 0.2% |
| Q4 2018 | 230 | $1.6B | 45,403,741 | 2 | 7 | 3 | 0.2% |