CARPENTER TECHNOLOGY (CRS) Institutional Ownership Changes & 13F Activity

CARPENTER TECHNOLOGY (CRS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Lone Pine Capital, State Street Corp, Citadel Advisors Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+26,877+26.9%126,812$78.22MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+489—489$301.63KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+341—341$210.34KQ2 2026Sep 23, 2026
State Street CorpSell-101,643-5.1%1,907,172$1.18BQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+23+109.5%44$27.36KQ2 2026Sep 21, 2026
Skyview Investment Advisors, LlcBuy+400—400$247.00Q2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-2,250-7.6%27,357$16.87MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,591+23.6%8,339$5.14MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-29,854-98.0%614$378.74KQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-1,017-5.0%19,337$11.93MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+4,994+267.9%6,858$4.23MQ2 2026Aug 27, 2026
Optimize Financial IncBuy+484—484$298.55KQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+2,066—2,066$1.27MQ2 2026Aug 26, 2026
California State Teachers Retirement SystemSell-2,717-4.7%54,945$33.89MQ2 2026Aug 24, 2026
Harvest Fund Management Co., LtdSell-45-2.7%1,639$1.01MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+15,458+115.9%28,798$17.76MQ2 2026Aug 19, 2026
Archer Investment CorpSell-85-12.6%591$364.55KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+7+0.8%844$520.62KQ2 2026Aug 19, 2026
Glenview Trust CoBuy+356—356$219.59KQ2 2026Aug 18, 2026
Kimelman & Baird, LlcSell-200-66.7%100$61.68KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+21+1.4%1,502$926.49KQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-6,456-30.8%14,538$8.97MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+3,732—3,732$2.30MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+1,497—1,497$923.67KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-706-3.1%22,428$13.83MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-257-1.8%14,370$8.86MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+29+2.8%1,054$650.15KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1—1$617.00Q2 2026Aug 17, 2026
Invesco Ltd.Buy+1,579,110—1,579,110$974.06MQ2 2026Aug 14, 2026
Lone Pine CapitalSell-855,101-47.0%962,839$593.92MQ2 2026Aug 14, 2026
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Frequently asked questions about CRS activity

  • Which institutional owners are buying CRS?

    Institutional owners buying CRS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CRS activity?

    "Buy" means an investor increased their reported position in CRS compared to the prior reporting period. This reflects growing exposure to CARPENTER TECHNOLOGY (CRS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CRS increasing?

    Institutional interest in CRS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.